Disciplinary cases can be created against employees to communicate unacceptable behavior and increase performance, through written documents and verbal warnings. An organization where there is a structured approach to apply the disciplinary cases over its employee reduces the extra work.
Access the disciplinary module, Go to Discipline -> Disciplinary Cases
Filter Disciplinary Cases
Step 1 – Click the Filter button on the top right corner of the screen. The Filter Employees by Screen will appear.
There are few options to use as filtering criteria. You are able to combine multiple filters.
|
Filter |
Description |
|
Employee Name |
Filter by employee name |
|
Created Date From |
Filter by created date range |
|
Created Date To |
Filter by created date range |
|
Status |
Filter by Disciplinary case status |
|
Include |
Search current or past employees. Or both. |
Step 1 - To add a disciplinary case, click the ‘Add’ button on the top right-hand corner of the screen. Then the Add Disciplinary Case Screen gets appeared as follows.
Step 2 – Fill the following fields.
|
Field |
Description |
|
Employee Name |
Name of the employee to create a case for |
|
Case Name |
Name to identify the case |
|
Description |
Details about the disciplinary case. |
Step 3 – Click ‘Save.’ A more detailed Add disciplinary case screen will appear.
Step 4 – You can either ‘Take Disciplinary action’ from this screen or click Cancel to exit and do the same later as explained in the next section.
Taking Disciplinary Actions
Once you have a Case created, you can add one of the defined disciplinary actions to it.
Step 1 – From the Disciplinary Cases List, Click on the Case Name. Then the Add Disciplinary Case Screen will appear.
Step 2 – Click the Take Disciplinary Actions Button.
Step 3 – From the list pops up, select the action you want to perform and click the ‘Select button. The Add Action Screen will appear.
Step 4 – Fill the following fields.
|
Field |
Description |
|
Owner |
The person who will be performing the action |
|
Due Date |
Deadline for the action |
|
Status |
Status of the action. Choose from; · Open · In-Progress · Complete |
|
Description |
Describe the task and add any information necessary |
Step 5 – Click ‘Save.’
Step 6 – If there are any document templates attached to the action created, a new ‘Create document’ button will appear on the left of the Save button.
Step 7 – Click the ‘Create Document’ Button. A list of available document templates will be shown.
Step 8 – Choose the document you want to use and click ’Select.’ The document will be opened in another window where you can download the pdf or DOCX format of the "Disciplinary Document - Verbal Warning".
Step 9 - Click the Document name in the document section to open.
You can add more actions to the disciplinary case. Simply repeat the steps.
Read more on how to set up a document template for the Disciplinary module from the below link