Skip to main content

Disciplinary Actions

Module for managing employee warnings, warning types, and appeals within the system.

Features​

  • Warnings - Create, issue, and track employee warnings
  • Warning Types - Configure different warning types with letter templates
  • Warning Letters - Generate and download warning letters as PDF
  • Appeals - Employees can appeal warnings; managers can review and schedule hearings
  • Employee Acknowledgment - Employees can acknowledge issued warnings
  • Employee Self-Service - Employees can view their own warnings
  • Employee Profile Tab - View disciplinary history on the employee profile
  • Mobile App Support - Employees can view warnings, acknowledge them, and submit appeals via the mobile app

Requirements​

  • Open Core Business Suite v5.0+
  • PHP 8.2+

Dependencies​

This module has no dependencies on other modules.

Installation​

Enable via Admin Panel​

  1. Log in as administrator
  2. Navigate to Settings > Addons
  3. Find Disciplinary Actions and click Enable
  4. Run migrations if prompted

Enable via Command Line​

php artisan module:enable DisciplinaryActions
php artisan migrate

Usage​

Managing Warning Types​

  1. Navigate to Disciplinary Actions > Warning Types
  2. Create warning types with customizable letter templates
  3. Use template variables to auto-populate warning letter content

Creating and Issuing Warnings​

  1. Navigate to Disciplinary Actions > Warnings
  2. Click Create Warning
  3. Fill in warning details:
    • Select employee
    • Select warning type
    • Description of incident
  4. Save the warning as a draft
  5. Click Issue to formally issue the warning to the employee
  6. Download the warning letter as a PDF

Employee Acknowledgment​

Once a warning is issued, the employee can acknowledge receipt of the warning. Acknowledgments can be done via the web interface or the mobile app.

Managing Appeals​

  1. Navigate to Disciplinary Actions > Appeals
  2. Review submitted appeals
  3. Schedule hearings for appeals
  4. Review and decide on appeals (uphold, overturn, or modify)
  5. Employees can withdraw their own appeals
  6. Download appeal supporting documents

My Warnings​

Employees can view their own warnings by navigating to Disciplinary Actions > My Warnings.

Employee Profile​

Disciplinary history for an employee is also visible on their employee profile tab.

Changelog: View version history

Last updated on