You can now link HR records together using the new
Related Documents
feature. This helps you connect events and follow-up actions across the HR suite. Link these in the Notes & Files
tab of completed HR items.
For example, an acknowledged Warning can be linked to a Performance Review, and the Performance Review can be linked to completed Training.
When documents form a chain, all connected items will appear in the Related Documents section so you can see the full context in one place. This functionality is available across Surveys, Forms, Performance Reviews, Training, Warnings, and Incidents.