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Knowledge Base |
Reports - Disciplinary Actions
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This article will guide you through accessing and using the Disciplinary Actions Report feature.
There are two options for accessing disciplinary reports. The first is to view all open reports and the second is to view all reports during a specific date range.
Requirements - A Master Admin or a staff type with the following permissions:
Option 1 - Open Disciplinary Actions
To access this report you will need to go to Reports > Staff > Disciplinary Actions. Click the button Open Tab and select Run Report to display all of the open records.
The online report will display: Date Entered, Status, Employee User ID, Employee Name, Termination? and Incident Detail.
Option 2 - Disciplinary Actions By Date Range
Another option is to search for disciplinary actions during a specific time period. To use this feature click on the Date Range tab. Select a preset date range or custom date range using the calendars to the left. You can also select a discipline type from the filter drop-down. To generate the report, click on Run Report.
The online spreadsheet will display: Date Entered, Status, Employee User Id, Employee Name, Job Title, Entered By, Supervisor Name, Supervisor Job Title, Incident Type, Incident Start Date, Incident End Date, Incident Detail, Policies Violated, Counseling, Verbal Warning, Written Warning, Suspension, Termination and Other Action.
Related Articles:
Adding A Staff Disciplinary Record
Complete Guide To Disciplinary Actions
There are two options for accessing disciplinary reports. The first is to view all open reports and the second is to view all reports during a specific date range.
Requirements - A Master Admin or a staff type with the following permissions:
- Reporting - Can access reports (must be enabled to see any reports)
- Reporting - Can Access Staff: Disciplinary
Option 1 - Open Disciplinary Actions
To access this report you will need to go to Reports > Staff > Disciplinary Actions. Click the button Open Tab and select Run Report to display all of the open records.
The online report will display: Date Entered, Status, Employee User ID, Employee Name, Termination? and Incident Detail.
Option 2 - Disciplinary Actions By Date Range
Another option is to search for disciplinary actions during a specific time period. To use this feature click on the Date Range tab. Select a preset date range or custom date range using the calendars to the left. You can also select a discipline type from the filter drop-down. To generate the report, click on Run Report.
The online spreadsheet will display: Date Entered, Status, Employee User Id, Employee Name, Job Title, Entered By, Supervisor Name, Supervisor Job Title, Incident Type, Incident Start Date, Incident End Date, Incident Detail, Policies Violated, Counseling, Verbal Warning, Written Warning, Suspension, Termination and Other Action.
Related Articles:
Adding A Staff Disciplinary Record
Complete Guide To Disciplinary Actions
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