Create a disciplinary case to document formal procedures:

Creating a Case:

  1. Go to Disciplinary Cases → New Case
  2. Select the employee
  3. Enter case details:
  • Incident date
  • Description of the incident
  • Case type (Warning, Dismissal, etc.)
  • Severity level
  1. Upload supporting documents (if any)
  2. Assign case handler
  3. Set due date for resolution
  4. Click "Create Case"

Case Details:

  • Incident Date: When the incident occurred
  • Description: Detailed account of what happened
  • Case Type: Type of disciplinary action
  • Severity: How serious the case is
  • Status: Current status of the case

Supporting Documents:

  • Upload relevant documents
  • Examples: Incident reports, witness statements, evidence
  • Documents are stored securely
  • Accessible to authorized personnel only

Case Assignment:

  • Assign to appropriate handler (Manager, HR)
  • Handler is responsible for case resolution
  • Can reassign cases if needed
  • Notifications sent to assigned handler

Best Practices:

  • Document incidents promptly
  • Include all relevant details
  • Attach supporting evidence
  • Follow company disciplinary procedures
  • Maintain confidentiality