Internal Operations

Internal Operations covers people and delivery follow-up inside the firm: incident logs, 1:1 meetings, and performance improvement plans.

Attendance check-in is part of Time and Timesheets, not Internal Operations.

Navigation

• Incident Logs: /incidents
• 1:1 Meetings: /one-on-ones
• Performance Plans: /performance-plans
• Settings: /settings/internal-operations

Incident Logs

Incident logs record delivery, conduct, or other workplace events, then track acknowledgments and corrective actions.

What an Incident Contains

• Title, category, severity, and tier.
• Incident date and description.
• Participants.
• Optional project and task.
• Evidence, root-cause tags, and review notes.
• Actions with owners and verifiers.
• Attachments and related incident links.

Incident Status

Status	Meaning
Draft	Not yet shared.
Shared	Shared with participants.
Actions open	Corrective or preventive work.
Closed	Incident is finished.

Severity can be low, medium, high, or critical. Tier can be routine, standard, or escalated.

Common Workflows

Create and Share an Incident

1. Open Incident Logs.
2. Create an incident.
3. Add title, category, participants, and description.
4. Save as draft, or share with the team.
5. Participants acknowledge, comment, or refuse.

Close Actions

1. Add corrective or preventive actions.
2. Assign an owner and verifier.
3. The owner progresses the action.
4. The verifier signs off.
5. Close the incident when work is complete.

Export a PDF from the incident, or open an employee history at /incidents/employees/{userId}.

Only performance-category incidents can be linked as evidence on a performance plan.

1:1 Meetings

1:1s are ongoing manager and report relationships with a meeting cadence, agendas, notes, and action items.

What a 1:1 Contains

• Manager and report.
• Cadence: weekly, biweekly, monthly, or custom.
• Meetings with agenda, actions, and notes.
• Optional agenda template.

Meeting Status

Status	Meaning
Scheduled	Upcoming.
Completed	Held.
Cancelled	Not held.

Common Workflows

Start a 1:1 Relationship

1. Open 1:1 Meetings.
2. Create a relationship.
3. Select the report, cadence, and first meeting date.
4. Use an agenda template if one exists.

Run a Meeting

1. Open the relationship.
2. Review agenda talking points.
3. Capture shared or private notes.
4. Add action items with owners and due dates.
5. Complete the meeting and schedule the next one.

A talking point can be converted to an incident. An action item can be converted to a project task.

Compliance at /one-on-ones/compliance shows overdue meetings and actions across the organization, without note content.

Performance Plans

Performance improvement plans are time-boxed plans that HR reviews before the employee sees them.

What a Plan Contains

• Employee, manager, and title.
• Jurisdiction, start date, and duration.
• Check-in cadence.
• Improvement areas with baseline, SMART goal, and success criteria.
• Support commitments.
• Linked performance-category incidents.
• Acknowledgments and closing determinations.

Plan Status

Status	Meaning
Draft	Manager is writing the plan.
Pending HR approval	Waiting for HR.
Active	Shared with the employee.
Closing review	Outcome is being decided.
Closed	Plan is finished.

Outcomes are successful, extended, or not met.

Common Workflows

Open a Plan

1. Open Performance Plans.
2. Create a draft for a report. You cannot open a plan on yourself.
3. Add areas, goals, and support commitments.
4. Confirm the jurisdiction checklist.
5. Submit for HR approval.

Run the Plan

1. HR approves the plan from Approvals.
2. The plan is shared and becomes active.
3. The employee acknowledges or refuses on the Sign-off tab. Refusal does not block the plan.
4. Record check-ins against each area.
5. Complete closing determinations and set the outcome.

Settings

Configure Internal Operations at /settings/internal-operations:

Tab	Use it for
General	Enable the module, acknowledgment SLA, and escalation.
Incidents	Categories, root-cause tags, and severity-to-tier rules.
1:1s	Private notes access and auto-schedule next meeting.
PIPs	Jurisdiction checklists.
Templates	Agenda templates for 1:1s.

Related Docs

• Approvals
• Time and Timesheets
• Tasks
• Projects
• Internal Operations Field Reference
• Log and Close an Incident
• Settings and Administration