This article will guide you through accessing and understanding the Disciplinary Actions Report. This report allows clubs to review employee disciplinary records, monitor open incidents, and analyze disciplinary actions within a specific date range.
Content
- Before You Begin
- View Open Disciplinary Actions
- View Disciplinary Actions by Date Range
- Use Cases
- Frequently Asked Questions
Before You Begin
Requirements
You must have a Master Admin login or a staff login with the following permissions:
- Reporting - Can Access Reports (required to view any reports)
- Reporting - Can Access Staff: Disciplinary
Important Notes
- Reports can be retrieved for up to 10 years from the current date.
- Larger date ranges may take longer to generate and download.
- Reports are not customizable.
- This report reflects data in real time.
- There are two ways to access disciplinary records:
- View all Open Disciplinary Actions
- View Disciplinary Actions by Date Range
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.
Use Cases
1. Reviewing All Open Disciplinary Records
- A manager wants to review unresolved employee issues.
- The Open Disciplinary Actions report is run.
- Result: Current open incidents can be monitored and managed.
2. Preparing for Employee Reviews
- Leadership wants to review disciplinary activity before conducting performance discussions.
- A date range report is generated.
- Result: Managers can review documented incidents and actions taken.
3. Investigating Workplace Incidents
- HR needs to review a specific disciplinary event.
- The report is filtered by date range and discipline type.
- Result: Relevant records can be located quickly.
4. Auditing Disciplinary Procedures
- A club owner wants to confirm disciplinary actions are being documented properly.
- The report is reviewed regularly.
- Result: Documentation consistency and policy compliance can be monitored.
5. Reviewing Terminations
- Leadership wants to review employees who were terminated during a reporting period.
- The Date Range report is generated.
- Result: Termination records and supporting disciplinary history can be analyzed.
Frequently Asked Questions
Q: Can I search for disciplinary actions within a specific timeframe?
A: Yes. Use the Date Range tab and select a preset or custom date range.
Q: Can I filter the report by disciplinary action type?
A: Yes. A Discipline Type filter is available on the Date Range tab.
Q: How far back can I run this report?
A: Reports can be retrieved for up to 10 years from the current date.
Q: Can I customize the report columns?
A: No. The report is not customizable.