Employee Grievance
How to use Employee Grievance in Employees: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the Employee master, active status, company and User ID link. Organizational assignments, reporting lines and approvers influence related HR workflows. An ERP login without an active linked Employee cannot use employee self-service.
This page is a record page in Human Resources → Employees. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Subject, Raised By, Date, Status, Grievance Against Party, Grievance Against, Grievance Type, Description.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Employee Grievance from Human Resources → Employees, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Subjectsubject | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Raised Byraised_by | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Designationdesignation | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Designation |
Datedate | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Statusstatus | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Reports Toreports_to | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Grievance Against Partygrievance_against_party | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Grievance Againstgrievance_against | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Grievance Typegrievance_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Grievance Type |
Associated Document Typeassociated_document_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Associated Documentassociated_document | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Descriptiondescription | Text Required | Provide the required record description or content. Keep operational instructions clear and applicable. |
Cause of Grievancecause_of_grievance | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Resolved Byresolved_by | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Resolution Dateresolution_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Employee Responsibleemployee_responsible | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Resolution Detailsresolution_detail | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee Grievance |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.