Main

This form contains disciplinary code and information. It also displays type, status, date/time, the circumstances, action taken, resolution, warning issued/expiry and suspension start/end for the disciplinary.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Code

The disciplinary code is a unique value that identifies each disciplinary record, it can be alpha, numeric or alphanumeric. You can enter the code or Greentree can generate it.

Description

Enter the description for this disciplinary record or select an existing disciplinary record from the dropdown list.

Type

Enter or select the disciplinary type in the dropdown list. Additional disciplinary types may be added.

Status

Enter or select the disciplinary status from those available in the dropdown list. Additional disciplinary status may be added. Status is compulsory to create the Disciplinary record.

Date

Enter the date this disciplinary record occurred. Date is compulsory to create the disciplinary record.

Time

Enter the time this disciplinary record occurred.

Employee

Select the employee that is of the disciplinary record from one of the three dropdown lists: Code, Surname, First Name. Employee is compulsory to create the disciplinary record.

Surname

Select the employee that is of the disciplinary record from one of the three dropdown lists: Code, Surname, First Name. Employee is compulsory to create the disciplinary record.

First Name

Select the employee that is of the disciplinary record from one of the three dropdown lists: Code, Surname, First Name. Employee is compulsory to create the disciplinary record.

Circumstances

Enter text to capture the circumstances of the disciplinary record.

Action Taken

Enter text to capture the action take for the disciplinary record.

Resolution

Enter text to capture the resolution to the disciplinary record.

Warning Issued

Enter the date the warning was issued for this disciplinary record.

Warning Expiry

Enter the date the warning expires for this disciplinary record.

Suspension Start

Enter the date from which the employee is suspended for this disciplinary record.

Suspension End

Enter the date the employee ends suspension for this disciplinary record.

View

This field determines which records you have access to. The default view is set in module control. You can modify your view (depending on your security level):

All: All records are available, no limitation based on the owner of the record.
Mine: Only the records that are assigned to you are available.
Team: Only the records that are assigned to your team(s) are available.

Note: The user login super overrides the view setting, allowing access to all records.

Attachments

Click this button to add, edit, view, or delete an attachment to the individual disciplinary record.

Re-open

Click this button to select the status for the selected disciplinary record to re-open.