Entering a Disciplinary Action

Purpose: Use this document as a reference to describe an incident that led to a disciplinary action against an employee.

Audience:  HR Administrators and HR Specialists

Navigation:  Workforce Administration > Labor Administration > Record Disciplinary Actions

  1. Enter a valid Empl ID into the Empl ID field.
  2. Select the Search button.
  3. The Disciplinary Action page enables a user to describe an incident that led to a disciplinary action against an employee.
  4. Use the Type field to specify a disciplinary action type.  A user can select the adjoining Look Up Type button to search disciplinary action types or the value in the field - Enter the desired information into the Type field.
  5. The Reported Date field contains the current date.  Change the date unless the disciplinary action was reported on the current date.
  6. Use the Description field to enter any comments about the reason for the disciplinary action taken against the employee. - Select the Description field, and enter the desired information into the field.  "I.e., Marcia has been late several times over the past three weeks."
  7. The Supervisor ID field contains the Supervisor ID listed for this employee in the Job Data page - Select the Supervisor ID field, and enter the desired information into the Supervisor ID field.
  8. The Purge Date field contains a purge date of six months from the reported date.  The system automatically generates this date.  A user can specify a new value in the Purge Date field, if required - Select the Purge Date field, and enter the desired information into the Purge Date field.
  9. Use the Letter Code field to identify types of disciplinary letters a user can send to a person -   Select the Letter Code field, and enter the desired information into the Letter Code field.
Disciplinary Action tab
  1. Select the Action Taken tab.
  2. Use the Action Taken page to document details of disciplinary actions taken against an employee.
  3. Use the Disciplinary Step field to specify a disciplinary step for the action taken to resolve the problem - Enter the desired information into the Disciplinary Step field.
  4. Select the Step Resolution field, enter the desired information into the Step Resolution field.
  5. Use the Action Date field to enter the date when the disciplinary step took place.  The default value is the current date, which a user will change unless the action taken in this step begins today.
Action Taken tab
  1. Select the Disciplinary Resolution tab.  Use the Disciplinary Resolution tab to record the final resolution of an incident that required disciplinary action.
  2. Use the Final Resolution field to specify the resolution type that describes how the incident was finally resolved.  
  3. Use the Resolution Comments field to enter any comments a user has about the final resolution.
  4. Select the Save button.
  5. End of procedure.
Disciplinary Resolution tab