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Knowledge Base |
Review A Disciplinary Record
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This article will guide you through accessing an already entered disciplinary record.
Requirements - A Master Admin login or a staff type with the following permissions:
Accessing The Disciplinary History For An Employee
To enter a discipline form, go to; Staff > Select the staff member > Go to Options > Disciplinary History & Entry once you selected your desired staff member.
All reports for this employee will be listed newest to oldest. From this screen the status of the discipline form can be adjusted. You can approve, reject and/or re-open the report. Click on the pdf icon to open and print a report. Add A New Note - allows you to add additional notes that will be saved to the pdf. If your new note is a response from the employee, this can be flagged. Lastly, you may notify the person who created the initial report when adding your notes. Once you have completed reviewing the report(s) click on the Go Back button to go back to the staff members details or click on a tab from the top menu to work on something else within the system.
Requirements - A Master Admin login or a staff type with the following permissions:
- Staff Management - Can access staff menu tab
- Staff Management - Can add staff disciplinary record
Accessing The Disciplinary History For An Employee
To enter a discipline form, go to; Staff > Select the staff member > Go to Options > Disciplinary History & Entry once you selected your desired staff member.
Disciplinary Records
All reports for this employee will be listed newest to oldest. From this screen the status of the discipline form can be adjusted. You can approve, reject and/or re-open the report. Click on the pdf icon to open and print a report. Add A New Note - allows you to add additional notes that will be saved to the pdf. If your new note is a response from the employee, this can be flagged. Lastly, you may notify the person who created the initial report when adding your notes. Once you have completed reviewing the report(s) click on the Go Back button to go back to the staff members details or click on a tab from the top menu to work on something else within the system.
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