How_do_I_add_a_disciplinary_action_

How do I add a disciplinary action?


You can add disciplinary action to an employee's file. Use a disciplinary action when a manager or supervisor wants to record a corrective action.   
 

Before you get started

  • Add a disciplinary action to the Actions table (Human Resources > Organization > Actions).
 

Adding a disciplinary action

1. Open Connect Human Resources > Employees > Modify Existing Employees.
2. Click to select the field titled Employee, and then enter the employee name or number. Press Enter.
3. Click to select the Actions tab.
4. Click Add Actions.
The Search form displays a list of actions that have been saved in the Actions table.
5. Click to select the disciplinary action that you want to assign to the employee.
6. Click OK.
The action type and description displays on the Action subtab.
7. Fill in the fields on the Action subtab to complete the disciplinary action.
The disciplinary action is saved on the employee's file.
 

Options


Type

This field displays the action type.

Description

This field displays the disciplinary action title.

Date

Enter the date when the disciplinary action is recorded.

Resolution date

Enter the date when the disciplinary action was resolved.
If the disciplinary action has not been resolved, you can leave this field blank.

Action

Enter a longer description of the disciplinary action. If you need more space, you can use the Notes tab.