People & readiness Confidential personnel records

HR Info New

Performance plans, progressive discipline, leave of absence, and coaching notes — prepared, approved, issued, and acknowledged.

  • Three confidentiality levels
  • Approve before issue
  • Receipt, not agreement
HR Info records list with approval and overdue check-in banners
Why departments switch

What HR Info fixes.

Performance plans, progressive discipline, leave of absence, and coaching notes in one confidential record system. An officer prepares the record, an approver reads exactly what the member will receive and approves it or sends it back, and only then does it reach the member, who confirms receipt under My HR Records. Every change, print, and opening of a restricted record is on the audit trail.

  • Nobody sees records about themselves
  • Nothing is issued unreviewed
  • Every view of a restricted record is logged
01

HR files in a locked drawer

One numbered record per matter, with statements, documents, and history together.

02

Discipline issued without review

Approval can be required for plans, discipline, and leave — on by default. Approvers can correct a record or send it back with a note.

03

“I never received that”

Members acknowledge receipt in the portal, with an optional comment. Officers can record a refusal.

04

Improvement plans that fade out

Check-ins are scheduled from the plan, officers are reminded before each one, and overdue ones are flagged.

Inside the module

A closer look at HR Info.

Real screens from Station Clipboard, shown with a sample department.

Performance improvement plan detail for an attendance plan
01

Performance plan

The concern, the expected standard, and how long the plan runs, with who prepared and approved it.

  • Approved, shared, and acknowledged
  • Restricted confidentiality tier
  • Check-ins every 30 days
Plan check-ins list with two completed and a final review upcoming
02

Check-ins to a final review

Scheduled check-ins are written up after each meeting, ending in the final review.

  • Officer reminded before each one
  • Last check-in is the final review
  • Preview of the member’s copy
Written warning awaiting approval with Approve and Send back buttons
03

Approve before issue

A written warning waits for review; the approver can correct it, approve and issue it, or send it back.

  • Level, category, and policy reference
  • Approve & issue or send back
  • Shows what the member receives
Medical leave record with return-to-duty checklist
04

Leave and return to duty

Leave dates, expected return, and a checklist to finish before restoring full duty.

  • Highly restricted medical leave
  • 3 of 9 return items done
  • Each item dated when checked
On the phone

Member acknowledgement

Members read the record on their phone and confirm they received it, with an optional comment.

Member acknowledging a coaching note on a phone
How it works

From setup to a record you can trust.

  1. Prepare

    Pick the record type and a template, then write the message the member will read.

  2. Approve

    The approver reviews what the member receives, corrects it, approves and issues it, or sends it back.

  3. Issue

    The record is shared with the member, who acknowledges receipt from any device.

  4. Follow through

    Write up check-ins or work the return-to-duty checklist, then close with an outcome.

Capabilities

Everything HR Info includes.

Performance plans

Concern, expected standard, objectives with progress, and check-ins on a schedule ending in a final review.

Progressive discipline

Verbal, written, and final warnings, suspension, and termination, with incident date, location, and policy reference.

Leave of absence

Leave types, dates, expected and actual return, and a nine-item return-to-duty checklist.

Coaching notes

Issued directly without approval, and escalated into a linked plan or discipline draft when needed.

Confidentiality tiers

Standard, restricted, and highly restricted records, plus separate access to medical and leave documents.

Statements and documents

Statements are append-only — amending keeps the original. Documents can be marked visible to the member.

Templates and lists

Templates for every record type, built-in plan templates, and department-editable levels, categories, and leave types.

Reports and printing

Counts by kind and outcome with CSV and PDF export; print the full record or a member copy with signature lines.

Part of one portal

Works with the rest of your department.

Members keep one secure sign-in and one set of role permissions across every module you turn on.

Turn on when you need itRole-based permissions
Questions

HR Info FAQ

Can an admin see records about themselves?

No. Nobody sees records about themselves on the officer side — not even a super admin. Members read their own shared records under My HR Records.

Does acknowledging a record mean the member agrees with it?

No. Acknowledging confirms receipt only, and the member can add a comment that stays on the record.

What does the member actually see?

The message written for them and the record’s key facts — a plan’s objectives and check-in dates, or a warning’s level, policy, and expectations — plus any document marked for them. Never statements, officer notes, or history.

Are terminations shared automatically?

No. Sharing is off by default for terminations, because they are usually delivered in person. They can be shared later.

See HR Info with your department’s workflow.

Tell us how you handle this work today. We’ll walk you through it in the full Station Clipboard portal.

Need something we don’t have yet? We build custom modules.