Tracking Disciplinary Actions

This topic discusses how to track disciplinary actions.

Pages Used to Track Disciplinary Actions

Page Name	Definition Name	Usage
Disciplinary Action Page	DISCIPLINARY_ACTN	Describe the incident that led to a disciplinary action against a worker.
Action Taken Page	ACTION_TAKEN	Document details of disciplinary actions taken against a worker.
Disciplinary Resolution Page	DISCIP_ACTN_RESLTN	Record the final resolution of an incident that required disciplinary action.

Disciplinary Action Page

Use the Disciplinary Action page (DISCIPLINARY_ACTN) to describe the incident that led to a disciplinary action against a worker.

Navigation:

Workforce Administration, and then Labor Administration, and then Record Disciplinary Actions, and then Disciplinary Action

This example illustrates the Disciplinary Action page.

Field or Control	Description
Total Incident	Each time you enter a new disciplinary offense for this worker, the system calculates and displays the total number of incidents.
Type	Select a disciplinary action type.
Reported Date	Select the date the disciplinary action is reported.
Supervisor ID	Select the worker's supervisor ID if the default supervisor ID selected from the worker's Work Location page isn't accurate.
Purge Date	The system automatically inserts a purge date of six months from the Reported Date. Note: This field is informational only and the system does not purge data automatically based upon this date. You may use this field to write an SQR to purge old disciplinary incidents, but the system will not do this automatically.
Letter Code	Select the type of letter you want to issue the worker.
Date Letter Printed	The system generates this date when you run the standard letter process.

Action Taken Page

Use the Action Taken page (ACTION_TAKEN) to document details of disciplinary actions taken against a worker.

Navigation:

Workforce Administration, and then Labor Administration, and then Record Disciplinary Actions, and then Action Taken

This example illustrates the Action Taken page.

Action Taken

Enter as many rows as necessary to resolve the disciplinary issue.

Field or Control	Description
Disciplinary Step	Select a disciplinary step for the disciplinary type.
Step Resolution and Action Date	Select the resolution type that occurred for this step and the date when the disciplinary step took place.
Discussed With	Enter the name of the person with whom you discussed the step.

Disciplinary Resolution Page

Use the Disciplinary Resolution page (DISCIP_ACTN_RESLTN) to record the final resolution of an incident that required disciplinary action.

Navigation:

Workforce Administration, and then Labor Administration, and then Record Disciplinary Actions, and then Disciplinary Resolution

This example illustrates the Disciplinary Resolution page.

Field or Control	Description
Final Resolution	Select the resolution type that indicates how the incident was finally resolved.