Procedure by severity
Each severity level sets whether there is an investigation, show cause, hearing, suspension or appeal, and how many days each step allows.
Module
Disciplinary
Handle discipline consistently, with every step recorded
Disciplinary matters carry risk when procedures differ from case to case or steps go unrecorded. This module turns the company's disciplinary code into a set procedure for each case, from complaint or allegation through investigation, hearing, outcome and appeal. Evidence, letters and decisions stay with the case.
How it works
5 steps, from start to finish
Define the code
HR sets severity levels with their procedures, lists offences, defines sanctions and builds a matrix suggesting sanctions for first, second and third offences.
Raise the case
A case is opened by HR or a manager, or taken up from an employee's complaint, and follows the procedure for its severity.
Investigate and show cause
An investigator records findings, and the employee answers a show-cause letter in the system or on paper.
Hold the hearing
HR schedules a hearing with a panel and notice period, and the employee can bring a representative.
Decide and appeal
A proven outcome goes through approval before it reaches the employee's record, and the employee can appeal within the set window.
What it does best
Built for the way HR really works
Sanction matrix
The system suggests a sanction based on the employee's earlier sanctions, and going against the suggestion needs a reason.
Sanctions take effect
Approved sanctions are added to the employee's record, surcharges are recovered from pay and dismissals open the exit process.
Suspension and pay
Suspensions record their dates and pay rate, and payroll deducts the unpaid portion.
Employee complaints
Employees can report colleagues, anonymously if the company allows it, and HR reviews each complaint before taking it up.
Confidential evidence
Evidence, statements and minutes are kept in a confidential folder within the employee's documents.
What's included
Everything in Disciplinary
- SetupSeverity levels and their procedures, offence types and categories, sanctions and the sanction matrix, with department overrides.
- CasesComplaints, cases, investigations, show cause, suspensions, hearings, outcomes and appeals, each with its documents and history.
Who uses it
Each person sees their part
HR
Set up the disciplinary code, manage cases, schedule hearings and record outcomes.
Managers
Raise cases about their people and follow the cases they can see.
Investigators and panels
Record findings, sit on hearings and decide appeals assigned to them.
Employees
Raise complaints, respond to cases about them, name a representative and lodge appeals.
Try Disciplinary with your own people.
The free trial opens every module for a month.