Follow the steps below to add a discipline to an employee:
Adding a Discipline
There are two ways to add a discipline to an employee:
- Through the employee's profile directly under the discipline tab then + Add
- Through the Employees > Disciplines module and + Add (best if you have several disciplines to add)
When you click on + Add, simply fill in the required fields and save. You can also add attachments.
Editing or deleting a discipline
When you go through Employees > Disciplines, you can view the disciplines added according to a chosen date. Click on the pencil icon to edit the entry or delete it. You can also click on the paperclip icon to view attachments (if any).
View the summary
Click on Employees > Disciplines > View Summaries to access the summary of disciplines for the entire company. You will see all employees with visual alerts (green, yellow, red) according to the standards configured beforehand. You can also configure a different standard for each month. To do this, go through Company > Norms.