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Knowledge Base |
Staff Disciplinary Records From Corporate Level
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This article will guide you through adding and reviewing disciplinary records at the corporate level.
Requirements - A Master Admin login or a staff type that has the following permissions:
To add a new disciplinary entry go to Staff > Disciplinary History on the employee's account.
To review the steps to add a new disciplinary entry, click here.
Go to Reports > Employees > Disciplinary Actions.
Open: This tab will show any pending review or reopened disciplinary records when selecting Show Open.
Date Range: You can search for staff discipline entries between a specific time frame. You can filter your search by location and discipline type.
To study the steps on how to review a disciplinary record, click here.
Requirements - A Master Admin login or a staff type that has the following permissions:
- Corporate General : Can add disciplinary records for corp level staff
- Corporate - Reporting: Can access reports (must be enabled to see any reports)
- Corporate - Reporting: Can access staff: disciplinary
Entering a Disciplinary Record
To add a new disciplinary entry go to Staff > Disciplinary History on the employee's account.
To review the steps to add a new disciplinary entry, click here.
Accessing Disciplinary Actions Records
Go to Reports > Employees > Disciplinary Actions.
Open: This tab will show any pending review or reopened disciplinary records when selecting Show Open.
Date Range: You can search for staff discipline entries between a specific time frame. You can filter your search by location and discipline type.
To study the steps on how to review a disciplinary record, click here.
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