Disciplinary Action Request

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

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "kimberly.swan"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Manager Self Service menu.

   Step 7

8. Click the Job and Personal Information menu.

   Step 8

9. Click the Disciplinary Action Request menu.

   Step 9

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

     

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

    Step 10

11. Click the Add a New Value tab.

    Step 11

12. Click the Attachments tab.

    Step 12

13. Click the Attach button.

    Step 13

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

     

    Step 14

15. Click the Upload button.

    Step 15

16. Click the Form tab.

    Step 16

17. Click in the Employee ID field.

    Step 17

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

    Step 18

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

    Step 19

20. Click in the Disciplinary Action Type field.

    Step 20

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

     

    a valid value
     e.g.
    Enter
     "001"
     into the Disciplinary Action Type field.
    Step 21

22. Click in the Reported Date field.

    Step 22

23. a valid value
     e.g.
    Enter
     "03/11/2015"
     into the Reported Date field.
    Step 23

24. Click in the Description field.

    Step 24

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

    Step 25

26. Click in the Supervisor ID field.

    Step 26

27. a valid value
     e.g.
    Enter
     "000001488"
     into the Supervisor ID field.
    Step 27

28. Click in the Resolution Date field.

    Step 28

29. a valid value
     e.g.
    Enter
     "03/13/2015"
     into the Resolution Date field.
    Step 29

30. Click the Resolution button.

    Step 30

31. Select the suggested resolution.

     

    Click the Reprimand link.

    Step 31

32. Click the scrollbar.

    Step 32

33. Click in the Resolution Comments field.

    Step 33

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

    Step 34

35. Click the Save button.

    Step 35

36. Click the scrollbar.

    Step 36

37. Click the Submit button.

    Step 37

38. 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 38

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

    Step 39

40. Click the OK object.

    Step 40

41. Click the Home link.

    Step 41

42. Click the Sign out link.

    Step 42

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

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