Create & Manage Counseling Records

Create & Manage Counseling Records




Creating Counselings Automatically

Daily Roster:

In Daily Roster, Hera will ask you to create a Counseling for an Associate if the Roster Status deems them "Inactive" for the day. For example, "VTO," "Called Out," or "No Show, No Call" are all Inactive statuses because the associate will not be at work today. When these Roster Statuses are chosen, you can create an Associate Issue and Counseling for the associate's absence.

Vehicle Damage:

In the Vehicle List tab, select Add Vehicle Damage from the action menu. 


Add Vehicle Damage is also available from the Daily Rostering page. Open a driver's action menu.

Once here, you can select both checkboxes to create an Associate Issue and a Counseling.


Amazon Violation/Defect:

When creating an Amazon Violation/Defect, you will be prompted to create a Counseling form. The created Issue will automatically be attached to the created Counseling form. Hera will copy the information from the Defect and add it to the Counseling. 

Creating Counselings Manually

STEP 1:

Using the create drop-down at the top of any page in Hera, click on Counseling to create a new record.

STEP 2:

Below is the Counseling form. Once you fill out the fields, you can create or send the form immediately. Your Associate will receive an email and text message informing them they have a Counseling form to acknowledge. From there, they must click the link to sign the form. They can accept the Counseling and sign or refuse to sign.


STEP 3:

From the Performance & Coaching page, select Counselings on the top right menu.


STEP 4:

From this page, you may filter Counseling forms by Associate Status, Counseling Status, Counseling Severity, Counseling Type, Date of Occurrence, and Date Sent.



*Users can view an Associate's existing Counselings when creating a new one

In the Counselling Form, A blue pill Other Counselings will be displayed next to the  the Associate Name field. It will display the number of counseling each associate have. 


When you click this, a panel on the right side of the page will open where you can find all the other existing counselings of the associate. Click the Edit Icon to Edit or Send the counseling form


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