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Employee Discipline |
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Employee Discipline |
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»Click here to display Table of Contents«
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Employee Discipline |
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Employee Discipline |
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StaffScheduleCare provides a Discipline feature that allows you to define and track violations to company policies regarding attendance, for example late or missing punch Exceptions.
The Discipline option of the screen is where the discipline violations appear after the Discipline Process has been run. The only time that you will see data on this screen is if the employee has a discipline violation or if a violation has been manually added to this screen.
Discipline entries can be edited by highlighting and editing the text or can be deleted by clicking on the X icon.
▪Select the Personnel menu. ▪Select the HR Information menu. ▪Select Discipline.
Discipline is used to track an employee’s violation of company policies, i.e., in late, missed punches, etc. and when the Discipline Process is run it writes these violations to the employee’s history.
The configuration of Discipline must be set up before you begin use.
Discipline Configuration
The configuration of Discipline is broken down into four parts.
1.Setting up all the possible types of Disciplinary actions that may be taken e.g., Verbal Warning, Suspension etc.
2.Setting up the Type of the Infraction being tracked, i.e., late, or missing swipe, and the description, method, and levels from which it’s calculated.
3.Setting up the Notification Grid – how many occurrences may happen before disciplinary rules are applied.
4.Setting up links to the Attendance and/or Exception Codes that contribute to the discipline rule that will be written to the employee's history.
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An employee's discipline events, and history are available on their Employee Profile.
▪Select the Personnel menu. ▪Select the HR Information menu. ▪Select Discipline.
The following screen displays.
Toolbar Options
Group by Discipline This option will organize the infractions by the Attendance Code of the infraction. Click on the drop-down arrow on the left of the section to expand the list.
Group by Discipline Date The infractions are grouped by the date they occurred. Click on the drop-down arrow to expand the list.
Show History This option will group all the employee's infractions by Discipline Code in alphabetical order and then by date. By scrolling the Late codes, you would see all the lates the employee has had.
Options
Field Visibility Allows you to customize the columns shown on the screen. See Column/Grid Heading Configuration for further details.
Plus Icon Allows you to manually add an infraction to an employee.
X Icon to delete an infraction.
Cancel Select this option to cancel any data entry that has not been saved.
Manage Discipline This option is a link to the HR Tools / Manage Discipline function. See HR Tool - Manage Discipline.
Notify by Email Select the infraction you wish to notify the employee of. (Should be highlighted blue). Click the Notify by Email option. An email will be sent to the employee. The system will provide a pop-up message alerting you that the email was sent. This option will only available if the employee has provided an email address on their profile.
The employee clicks on the StaffScheduleCare link to acknowledge receiving the email.
The system will provide the employee a pop-up informing them the acknowledgment was sent. A HyperLink is available should the employee wish to login into StaffScheduleCare.
Once the acknowledgment has been clicked, the employee's HR discipline record will be updated.
Comment ▪Hover over the three dot button in theComment column. A hint Show me is shown. ▪Click to open. ▪Enter your comment. ▪Click the three dot button to close and save.
Click on the paper clip icon
The printer
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Excused Discipline stores all the attendance & exception data from the employees' Time Card for the date period selected. When running the Discipline Process the system will use the events in both sections.
▪Select the Personnel menu. ▪Select the HR Information menu. ▪Select Excused Discipline.
For example, Sick or Vacation days, and/or the Missing Punch or Late Exception Codes. Data that is entered into or appears in the attendance section of the Time Card (from the Poll & Process routine), i.e., Late or Absent, will appear here in Excused Discipline.
Toolbar options
From/To dates To select a date, click in the date windows of the From and/or To and use the pop-up calendar to select dates.
Plus Icon Add - Manually add an Excused infraction to the left section. ▪Click on Add. ▪In the new line shown at the bottom of the grid, click in Date to select a date from the pop-up calendar and click in Attendance Codes to select a code from the drop-down list.
X Icon Delete - Remove an Excused infraction. ▪Click on the line so it is highlighted blue. ▪Click on X icon.
If you wish to excuse a specific event from being included in the Discipline Process select the event on the right-side section of the Excused Discipline menu. ▪Click on the event(s) check box to select. ▪Click the Add them to Excuse button.
In this example, we selected two events. ERDP and LATE. They now appear on the left-side as Excused.
If you wish to enter a comment as to why this Attendance Code was excused, in the left section: ▪Hover over the three dot button in the Comment column. A hint Show me is shown. ▪Click to open. ▪Enter your comment. ▪Click the three dot button to close and save.
Remember to Save any edits made to the Excused Discipline.
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See Also:
