Disciplinary Case

Overview

Allows to create Disciplinary Cases.

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Human Resources Disciplinary Disciplinary Case

Disciplinary Case screen fields and tabs

FieldsDescription
Id
System generated. Unique key
Workflow StatusDisplays the current workflow status of the record.
Date Opened
Default is system date. Can be changed by user.
Date ClosedDefault is system date when the status is changed to a final state
Is Grievance?Mark the check box if its Grievance.
Grounds for Disciplinary ActionRecords of possible grounds for a disciplinary case, along with the actions associated that could be taken against an employee. Can be selected using lookup function.
EmployeeEmployee can be selected using the lookup function.
Entered on behalf of

Employee who wishes to have a disciplinary case, not necessarily the employee doing the data entry, can be a supervisor or someone else.

Default = the person doing the data entry, can be changed.

Allow Modify Explanation
Default = TRUE
 
Once this is set to FALSE, in employee self service, this  cannot be modified in employee self service
LanguageSelect language to register explanation.
ExplanationDetailed explanation of the dispute
Employee ExplanationEmployee's explanation
Employees In Dispute tabList of other employees involved
Disciplinary Case tab
This is a circular reference. This allows to know what other cases for the accused employee are related to this one.
 
Only allows to pick Disciplinary cases where employee accused = employee accused in this case and the case number is not = to the current case number, and status is not = "Cancelled".
Disciplinary Notes tabThis tab allows notes to be entered in regards to this disciplinary case.
Disciplinary Unions tabThis tab allows to identify the different unions involved in the dispute
Disciplinary Actions for Employee tabThis entity is to identify the actions taken against the employee

 

Disciplinary Actions for Employee tab

Overview

This entity is to identify the actions that will be taken against the employee.

Disciplinary Actions for Employee tab screen fields

FieldsDescription
IdCode of the Diciplinary action to be entered.
Disciplinary ActionName of the Diciplinary Action.
Date Action is CompletedShows if the action completed or not.
StatusStatus of the action.
LanguageLanguage to register the details.

 

Disciplinary Notes tab

Overview

This tab allows notes to be entered in regards to this disciplinary case.

Disciplinary Notes tab screen fields

FieldsDescription
AttachmentAllow to attach a document.
LanguageLanguage to register notes.
NotesDetailed notes about the diciplinary action.

 

Disciplinary Unions tab

Overview

This tab allows to identify the different unions involved in the dispute.

Disciplinary Unions tab screen fields

FieldsDescription
UnionAllows to select Union using the lookup function.
LanguageSelect Language to register Notes.
NotesA detailed note about the union.
AttachmentAllows to attach ay related document.

 

Employees In Dispute tab

Overview

This entity is to describe the list of employees who are part of this dispute.

Employees In Dispute tab screen fields

FieldsDescription
EmployeeAny employee can be selected except the one who is the employee accused in the disciplinary case.
LanguageSelect language to register comments.
CommentsDescribes how this employee is implicated
AttachmentAllow to attach a document
DisciplinaryCaseIf this employee needs to have disciplinary action, he will have his own case
ActiveCheck the active box to use this record as a reference