Creating Custom Disciplinary Actions

Click on the main "Admin" tab, then on the "Custom Disciplinary Actions" link located under the Policies heading. Click on the [ADD] icon to create a new policy.

1. Enter a Name for this policy as you would like it to appear in the system.
2. Select a Trigger from the drop-down menu. "Occurrences" is selected for policies such as Multiple Occurrences (such as 3 per 7-day period, etc.). "No Occurrences" is would be selected for policies such as Perfect Attendance.
3. Enter a Point Amount to be applied to the employee's Disciplinary Scale when this action is taken (a negative point amount is entered for perfect attendance).
4. Enter the number of days that the system will use to apply this action into the Day Period field.
5. The Total Allowed field only appears when "Occurrences" are selected as the action Trigger. Enter the maximum allowed for the specified Day Period.
6. The Time Card Errors section of the screen allows you to select the Time Card errors that this action will look for. No errors are selected by default. Click on the desired errors in the Unselected box and click on the icon. The errors are moved to the Selected box.
7. The Absences section of the screen allows you to select the Absence Policies that this action will look for. No policies are selected by default. Click on the desired policies in the Unselected box and click on the icon. The policies are moved to the Selected box.

8. The Period Modifier only appears when "No Occurrences" is selected for the action Trigger. This setting allows you to modify the setting specified in Day Period based on the absences on employee Time Cards.

• Select "Increase" to increase the day period based on the absences that employees have on their Time Cards. Select "Decrease" to decrease the period.

• Select the paid and unpaid absence codes that you would like to apply to this modifier from the Unselected box. Click on the to assign them to the policy.

9. Click on the [SAVE] icon to add the Custom Action to the system.

Editing/Deleting Existing Policies

Each Custom Disciplinary Action that you have created is listed in the Active Custom Disciplinary Action Policy section of the screen.

• Click on the link in the Name column to edit policy settings.
• Click on the icon to inactivate a policy. The policy is moved to the Inactive Custom Disciplinary Action Policy section of the screen. Inactive policies are not used by the system, but are retained for historical purposes, or later reactivation.
• To edit the settings of an inactive policy, click on the link in the Name column. Click on the "Activate" link to return the policy to active use in the system. Click on the icon to permanently delete the inactive policy from the system. All records for this policy will be deleted.