12_21_15_Disciplinary Action Request

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, click the Browse button to search for the document on your computer then select the document.

     

    In this example, the document was selected for you.

    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. The text "Mary began an argument with another employee and hit him on his shoulder." was entered for you.

    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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