Upload Disciplinary Actions

This feature gives IPS users a tool to save time when adding new employee warnings in the system. It has been designed to allow users to add multiple disciplinary actions at once via a standard spreadsheet.

As of now, this system feature is only available for users in Dominican Republic, Ghana and Philippines.

1. Go to Management. Select Data Upload / Upload Options, and click on Upload Disciplinary Actions.
2. Click on 'Download Template' (link is located right under Upload button).
3. Fill in the eight-column template:
   • EmployeeID - Enter employee WIN (eight digits)
   • ReasonDate - Enter date in format mm/dd/yyyy.
   • DisciplinaryReasonId - Enter correct warning ID. Please review existing disciplinary reasons IDs in current session company code. System will reject record if ID is incorrect.
   • ReasonComments - Enter any comment in local language.
   • SanctionDate - Enter date in format mm/dd/yyyy.
   • DisciplinaryActionId - Enter correct HR action ID. Please review existing disciplinary actions IDs in current session company code. System will reject record if ID is incorrect.
   • ActionComments - Enter any comment in local language.
   • ReportedBy - Enter employee WIN of individual who reported case (usually employee supervisor).
4. Save template as a .CSV file. File name must be as follows: UDA followed by the Company Code and two-digit month, two-digit date and four-digit year of Pay Period End Date. For practical handling and to avoid undesirable deleting of data, it is necessary that all files have a suffix, which consists of a hyphen (-) followed by ay three-character combination.
   
   For example, Company Code DOMR submitting information for Pay Period October 31, 2009 would name their import file UDADOMR10312009-105.CSV (105 would be the user suffix).
5. Go to Management / Data Upload Options / Upload Disciplinary Actions.
6. Click on 'Browse...' to search for .CSV file.
7. Click on 'Upload'.