My company and I are quite new to official HR practices so I'm looking for a bit of advice on a certain issue.
A field engineer recently requested a second man to assist him on a job for H&S reasons, this request was refused by his head of department because there was no one available. The engineer was instructed to complete the job on his own. Apparently this isn't the first time this has happened and it is felt by management that H&S is not being held as a priority, when it should be.
We had a meeting between the department head and the engineer where the DH agreed that in future he will defer to the engineer's recommendations re one/two man working, but management feels that he should receive an official sanction of some kind.
Should this be of the 'informal chat' variety, with a record kept on his file for, say, six months, or should it be a proper performance review, with investigation and possible first improvement notice (written warning) as the outcome?
Any thoughts would be greatly appreciated- thank you!