12_21_15_Disciplinary Action Request


Concept

In this topic you will go through the steps for submitting a disciplinary action request.


Steps:

  1. Click the Main Menu button.

    Step 1

  2. Click the HCM Systems menu.

    Step 2

  3. Click the Manager Self Service menu.

    Step 3

  4. Click the Job and Personal Information menu.

    Step 4

  5. Click the Disciplinary Action Request menu.

    Step 5

  6. Click the "Search" button to view previously submitted requests.

     

    To submit a new request select the"Add a New Value" tab.

    Step 6

  7. Click the Add a New Value tab.

    Step 7

  8. Click the Attachments tab.

    Step 8

  9. Click the Attach button.

    Step 9

  10. To attach a file select the document from your computer to upload click on the browse button and the click on upload.

     

    Step 10

  11. Click the Upload button.

    Step 11

  12. Click the Form tab.

    Step 12

  13. Click in the Employee ID field.

    Step 13

  14. Enter "000002014" into the Employee ID field.

    Step 14

  15. The Employee ID will auto populate the Subject and Employee Name.

    Step 15

  16. Click in the Disciplinary Action Type field.

    Step 16

  17. Select the type of offense. For example, Fighting.

     

    a valid value
     e.g.
    Enter
     "001"
     into the Disciplinary Action Type field.

    Step 17

  18. Click in the Reported Date field.

    Step 18

  19. a valid value
     e.g.
    Enter
     "03/11/2015"
     into the Reported Date field.

    Step 19

  20. Click in the Description field.

    Step 20

  21. Enter "Mary began an argument with another employee and hit him on his shoulder." into the Description field.

    Step 21

  22. Click in the Supervisor ID field.

    Step 22

  23. a valid value
     e.g.
    Enter
     "000001488"
     into the Supervisor ID field.

    Step 23

  24. Click in the Resolution Date field.

    Step 24

  25. a valid value
     e.g.
    Enter
     "03/13/2015"
     into the Resolution Date field.

    Step 25

  26. Click the Resolution button.

    Step 26

  27. Select the suggested resolution.

     

    Click the Reprimand link.

    Step 27

  28. Click the scrollbar.

    Step 28

  29. Click in the Resolution Comments field.

    Step 29

  30. Enter "Meet to discuss." into the Resolution Comments field.

    Step 30

  31. Click the Save button.

    Step 31

  32. Click the scrollbar.

    Step 32

  33. Click the Submit button.

    Step 33

  34. The first approver will have a status of "Pending" when the form is submitted. If the form is saved and not submitted the status will show as "Not Routed".

    Step 34

  35. The approval chain displays the individuals who will receive notifications, review, and either approve or deny the request.

    Step 35

  36. Click the OK object.

    Step 36

  37. Click the Home link.

    Step 37

  38. Click the Sign out link.

    Step 38

You have completed the steps for submitting a disciplinary action request.

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