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How To Initiate a Query on the Disciplinary Module

A step-by-step guide to initiate a disciplinary case for an employee

Updated over 2 months ago

To initiate a disciplinary query:

  1. Go to the Employee module from the sidebar menu and click on the dropdown

  2. Click on Disciplinary Tracking

  3. Select Initiate Discipline

  4. Choose the employee(s) you want to issue the query to

  5. Select the reason for the query

  6. Add a description explaining the disciplinary reason

  7. Select the date the incident occurred

  8. Attach any supporting documents (if available)

  9. Optionally, you can add the line manager of the affected employee

  10. Click Save

Once submitted, the case will appear as Pending Response, as shown in the screenshot below.
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The employee can then log into their profiles to either accept the query or reject the query in which case you will proceed with the next steps.

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