HR records a disciplinary incident in three steps and notifies the employee, who adds an explanation on their profile. Separately, HR assigns job tasks that the employee marks as done.
Open the employee (Employee information setup, press the name) and choose the Disciplinary action tab. The list shows each action's Action date, Action by, Reason and status.
1
Record the incident
Who
HR officer or manager
Where
Disciplinary action › Add, step Incident
What changes
Enter the Incident receiver, the Incident recorded date, the Incident description and any Witness. Send notification tells the employee. After that the incident step cannot be edited: the screen says "Once employee has been notified, this page is converted into non-editable mode."
2
Gather the observation
Who
HR officer
Where
Step Observation
What changes
Add Testimony from employees (Information gathering from employees) and from customers (Information gathering from customers), and the Manager remarks. Use Add another for more people.
3
Conclude
Who
HR officer
Where
Step Disciplinary action (Conclusion)
What changes
Record the decision.
The employee sees the action on their own profile, under Disciplinary action, where they can write their Employee explanation.
Job tasks
Under Job task on the employee's page, HR assigns a task made of a Job name, a Job category and one or more Task lines with Priority and Due date. The employee sees them under Quick task on their profile and marks each one Completed with their remarks (Employee remarks). Job categories are kept in their own list.
