Discipline History

Although it is the hope of all organizations that the need to discipline staff is rare if at all, it is important that if the occasion arises that the organisation records the information correctly.

Access an employee's discipline history by clicking the Discipline History button on the Other tab of the Employee Maintenance window.

To add a discipline record, click the Add button. To edit an existing record, select the record and click Edit. Records are added and edited on the following window:

Discipline Description Select the type of disciplinary action taken. Click the button to open a window listing all types, where new types can be added. You are also able to edit or delete any of the existing discipline types.

Date of Discipline Enter the date disciplinary action was taken.

Time Enter the time of the discipline meeting.

Incident Witness Enter the name of the witness to the incident that resulted in the disciplinary action.

Incident Details Enter the details of the incident that resulted in the disciplinary action.

Meeting Witness Enter the name of the witness at the meeting.

Meeting Details Enter details of the meeting including the employee's views on the incident.

Proposed Action Enter details of the proposed action to be taken.

Click the button to preview and print out a copy of the Disciplinary Action report.

User Defined

The User Defined tab contains extra generic fields that may be used to customise your data. You can rename some of the "User Defined" fields, and use them to track information that may not have been included in the set screens provided with the system.

With User Defined Fields you can extend the power of the Exo Employee Information system to record items of interest that are not otherwise covered elsewhere.

The following types of User Defined Field are available:

Logical - Place a tick in the box to turn on a logical field.
Date - Enter a date in the format dd/mm/yyyy.
Text - Enter a short comment here.
Memo - Enter a long comment or description here. It can run over several lines.

To give a meaningful name to a field, double-click on the "User Defined" name; this will make the caption editable.

Notes

This tab stores notes and reminders for actions relating to the discipline.