The Discipline Module in OrangeHRM allows HR teams and administrators to generate both Detailed and Summary reports to gain valuable insights into disciplinary cases, track trends, and ensure compliance with company policies.
Navigate to the Reports and Analytics module and search for Discipline:
Log in as an HR Admin or user with reporting permissions.
Select Report Type:
Choose either the Detailed Report or the Summary Report depending on your requirement:
Detailed Report: Shows all information for each case, including case type, employee, date, location, investigator findings, recommended action, HR comments, employee response, attachments, and case status.
Summary Report: Provides a high-level view, including total cases, distribution by case type, status, and actions taken.
Apply Filters:
Refine your report using available filters:
Employee name
Department or team
Case type
Case status (Open, Investigation Completed, Action Issued, Closed)
Date range
Filters allow you to focus on specific cases or trends.
Generate the Report:
Click the Generate Report button.
The system will display the report on-screen with all selected data.
Export or Print Reports:
You can export reports in formats such as PDF, Excel, or CSV for offline review or record-keeping.
Reports can also be printed for documentation, audits, or management meetings.