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Disciplinary Actions

Module for managing disciplinary actions within the ERP system.

Features​

  • Warning Letters - Create and issue formal warnings
  • Disciplinary Records - Maintain complete disciplinary history
  • Action Tracking - Track disciplinary action status and outcomes
  • Employee History - View complete disciplinary history per employee

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​

Creating Disciplinary Actions​

  1. Navigate to Disciplinary Actions > All Actions
  2. Click Create Action
  3. Fill in action details:
    • Employee name
    • Action type (verbal warning, written warning, etc.)
    • Date of incident
    • Description of incident
    • Policy violated (if applicable)
    • Witnesses
  4. Save the record

Action Types​

Configure different disciplinary action levels:

  • Verbal Warning - Informal first warning
  • Written Warning - Formal documented warning
  • Final Written Warning - Last warning before termination
  • Suspension - Temporary removal from work
  • Demotion - Reduction in position/responsibilities
  • Termination - Employment termination

Issuing Warning Letters​

  1. Navigate to a disciplinary action
  2. Click Generate Warning Letter
  3. Select letter template
  4. Review and customize content
  5. Generate PDF
  6. Send to employee or print for signature

Tracking Action Progress​

  1. Open a disciplinary action
  2. Update status:
    • Open
    • Under Investigation
    • Action Taken
    • Closed
    • Appealed
  3. Add follow-up notes
  4. Record employee response

Employee Disciplinary History​

  1. Navigate to Employees > select employee
  2. View Disciplinary History tab
  3. See all past disciplinary actions
  4. Review patterns or recurring issues
  5. Consider history in future decisions

Appeals Process​

If an employee appeals:

  1. Open the disciplinary action
  2. Click Record Appeal
  3. Document appeal details
  4. Assign reviewer
  5. Track appeal outcome
  6. Update final decision

Viewing Reports​

Access reports from Disciplinary Actions > Reports:

  • Actions by type
  • Actions by department
  • Monthly/yearly trends
  • Employee disciplinary summary
  • Action outcome statistics

Configuration​

Configure settings in Settings > Disciplinary Actions Settings:

  • Action types and levels
  • Warning letter templates
  • Default escalation path
  • Appeal timeframes
  • Record retention period
  • Access permissions
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