Disciplinary Actions
Warnings, suspensions, demotions and dismissals for cause, with the policy they rest on, the employee's acknowledgement and any appeal. Never deleted: an action given in error is rescinded and the record stays. Retained, held and exported like every personnel record.
Where to find it
- Module: HRMS
- Group: Compliance
- Section: Employee Relations & Records
- Screen: Disciplinary Actions
Address in the console: /hrms/disciplinary-actions
List · 9 columns · 12 fields on its form · 4 of them required
Records here are not deleted. Where something must be undone it is reversed or superseded, so the trail survives.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Action | Code | action_no |
| Employee | Text | employee_name |
| Incident | Date | incident_date |
| Type | Status | action_type |
| Category | Status | category |
| Status | Status | status |
| Appeal | Status | appeal_status |
| Issued by | Text | issued_by_name |
| Issued | Date | issued_on |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Employee required | Choice | Looked up from existing records | |
| Incident date required | Date | ||
| Type required | Choice | verbal_warning, written_warning, final_warning, suspension, demotion, termination, other | |
| Category | Choice | attendance, conduct, performance, policy, safety, other | |
| What happened required | Long text | ||
| Policy or rule | Text | The handbook section or MOU article it rests on. | |
| Issued on | Date | ||
| Acknowledged by the employee on | Date | ||
| Appeal | Choice | none, filed, upheld, overturned | |
| Outcome | Long text | ||
| Status | Choice | open, issued, under_appeal, closed, rescinded | |
| Closed on | Date |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.