Say it safely. Record it properly.
Check-ins, surveys, concerns and warnings. One place, with strict rules on who sees what.
Check-ins and surveys
How is work going?
One question a day. Good, OK or Hard. One tap to answer, one tap to skip.
Nobody can see who said what.
- No names on answers. Just a department.
- Five or more. Nothing shows until at least five people answer.
- Never by manager. That would point at a small team.
Need to ask more? Send a survey.
Write your own questions. Send them wherever your people are.
- In the app
- Slack
- Microsoft Teams
- Google Chat
One AI across all of it, and every module is in every plan.
Raise a concern
Serious things get a number and a deadline.
Say what it is about and who should read it. If the problem is your manager, you can go past them.
- A reference number. You get one the moment you send it.
- Two dates. One to hear back by, one to sort it out by.
- Your name, or not. Send it anonymously and no name is stored. Not even hidden.
The assistant steps back. Mention harassment, a grievance or a crisis and it will not try to handle it. It points you to a person.
Warnings
When it has to go on record, keep it fair.
Use your own warning levels. Every warning has an end date.
- They get their say. They can add their side. Acknowledging is not agreeing.
- Withdrawn, never deleted. Taking one back needs a reason. It stays on file, marked withdrawn.
- Private by default. Only people you allow can see warnings. Being an admin is not enough.
