This article will guide you through accessing and using the Disciplinary Actions Report feature.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
- There are two options for accessing disciplinary reports:
Option One: Open Disciplinary Actions
Navigate to Reports > Staff > Disciplinary Actions.
Click the button Open Tab and select Run Report to display all of the open records.
The online report will display: Date Entered, Status, Employee User ID, Employee Name, Termination? and Incident Detail.
Option Two: Disciplinary Actions By Date Range
Another option is to search for disciplinary actions during a specific time period. To use this feature click on the Date Range tab. Select a preset date range or custom date range using the calendars to the left. You can also select a discipline type from the filter drop-down. To generate the report, click on Run Report.
The online spreadsheet will display: Date Entered, Status, Employee User Id, Employee Name, Job Title, Entered By, Supervisor Name, Supervisor Job Title, Incident Type, Incident Start Date, Incident End Date, Incident Detail, Policies Violated, Counseling, Verbal Warning, Written Warning, Suspension, Termination and Other Action.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting - Can access reports (must be enabled to see any reports)
- Reporting - Can Access Staff: Disciplinary