Disciplinary Actions

This feature allows user to register and keep track of disciplinary actions taken against certain employees.

A disciplinary action is "a process for dealing with job-related behavior that does not meet expected and communicated performance standards. The primary purpose for progressive discipline is to assist the employee to understand that a performance problem or opportunity for improvement exists."
(taken from http://humanresources.about.com)

The local HR department is responsible for entering any employee disciplinary action, and all information stored in this module is completely independent from the Payroll or Incidences module.

Before starting using this feature, all Disciplinary Actions reasons must be previously entered in the Disciplinary Reasons module.

Go to Human Resources. Click on Disciplinary Actions.
Enter Employee WIN.
Click on Submit.
User may otherwise click on the View link (upper left) to see a list of all employees and then click on Select (far right) in order to get to the desired employee record.
The system will take user to the Disciplinary Actions -Add window where two different sections must be completed:

Disciplinary Reason
- Reason Date: Use display calendar to set date of report.
- Additional Comments: User may enter particular comments on the incident. Field allows up to 255 chatacters.
- Disciplinary Reason: Use drop down menu to select the reasons or violations for which the employee is being sanctioned. Reasons will include a P for performance-related situations, or an N for Non-Performance situations. It is also important to remember that the drop down menu will only display those reasons that have been previously stored in the system.
- Disciplinary Action: Enter the actions which will be taken in effect.
Disciplinary Action
- Sanction Date: Use display calendar to set date when employee was given his sanction or began serving his suspension. User may enter future dates. However, if employee is to be terminated before Sanction Date, user must delete all disciplinary action records before employee is terminated.
  Validations:
  - System does not allow Sanction Date to be prior to employee Last Hired Date.
  - Sanction Date for terminated employees must be greater than Termination Date.
- Action: Use drop down menu to select Action.
- Reported By: Enter employee WIN of the individual who first reported the incident or violation. It may be the employee supervisor, manager or local HR representative. Click on Verify Employee Id to visualize employee name in field below. This helps to make sure the employee WIN was entered correctly.

Disciplinary History.
As soon as a disciplinary reason and action is submitted, the record is shown in the history window. This section includes a column which will show Action status. When status is "expired", it will be shown in red.
Actions will expire depending on the value stored under Company Local settings. (see field "Set number of months before warning expiration").