Work through the process step by step, then document your decision in the File Note. Both go on the role file.
Start by recording the role details. This carries through to your File Note automatically.
This is the document that goes on the role file. It records what you decided, why you decided it, and what you checked. Details from the Step-by-Step Process are pulled through automatically. You can edit any field on this page before saving.
This is the core of the file note. Write clearly. Someone who was not in the room should be able to read this and understand exactly what you looked at and why you made this decision.
Complete this only if an error or underpayment was identified. If no underpayment was found, note that clearly and move on.
Once complete, save this file note and the classification decision to the role's HR file. If you use an HR system, upload both documents directly to the role or employee record. If you use a shared drive or physical filing system, file it in a clearly labelled folder for this role. Do not store these only in email. This document is your evidence and needs to be findable when you need it.
Everything entered across the process and the file note, ready to review, print, or save to the role file.
Save this completed record to the role's HR file. Upload to your HR system, or file it in a clearly labelled folder for this role in your shared drive or physical filing system. Do not rely on email as the only storage location. This document is your evidence if the decision is ever questioned.
Your HR Toolkit is not a law firm and does not provide legal advice. The information in this tool is general in nature based on Australian employment law. It does not constitute legal advice. For complex matters, specific award interpretation, or high-risk situations, seek independent legal advice or speak with a qualified HR practitioner.

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