How To Setup “Disciplinary Actions”.

The disciplinary action module allows HR personnel to create and track disciplinary cases according to company policy.

 

TABLE OF CONTENTS

• Disciplinary Actions Module
  • How To Add a New Disciplinary Type
  • Setting Up Disciplinary Actions Rules
  • Linking Disciplinary Actions to Leaves 

How To Add a New Disciplinary Type

User Menu à System Preferences à Disciplinary Actions Setup à Disciplinary Actions Types
 

Each disciplinary action type may be defined under several Disciplinary Action Rules. By clicking Add, the page below will appear.

Figure 1

This page enables admins to build a set of actions that will be taken down if a violation occurs. Once a deduction type has been chosen, admins will be requested to specify which deduction will take place. 

Balanced Vacations Deduction Type

Figure 2
 

The Balanced Vacations deduction type is used to deduct from the employee’s time off balance. Admins can select which vacation types they would like to deduct from.

 

Financial Deduction Types

Financial Deduction Types are used to subtract an amount from the employee’s salary due to a rule violation. The three Financial Deduction sub-types are: 

 

• Fixed Deductions: admins can add a fixed amount that will be deducted from the employee’s salary.
  
   

Figure 3

• Salary day: admins can specify the number of days which will be deducted from the total monthly salary.

Figure 4

• A percentage from Salary: admins can allocate a particular percentage to be deducted from the employee’s salary.

Figure 5
 

Setting Up Disciplinary Actions Rules 
User Menu >> System Preferences >> Disciplinary Actions Setup >> Disciplinary Actions Rules     

Disciplinary action rules are the underlying reasons that lead to the actions taken. By clicking Add, the page below will appear (Figure 6).

 

Fields Description

Field	Description
Disciplinary Action Name (Figure 1)	Admins must choose the name of the Action to be taken.
HR Letter (Figure 1)	Admins have the option to link this Disciplinary Action Type to an HR Letter that has been previously created.
Deduction Type (Figure 1)	A dropdown list of actions that the admin would like ZenHR to take.
Time off Balance (Figure 2)	Admins can choose which Vacation Type they would like to deduct from.
Deduction Amount (Figure 2)	Admins must select the number of days to deduct from the salary.
Financial Transaction Type (Figures 3,4, & 5)	Admins must choose the name of the Financial Deduction to be displayed on the Salary Slip.
Allowances (Figures 4 & 5)	Admins have the option to deduct Allowances as well. By clicking Add, a drop-down list will appear with the company’s fixed allowances.
Rule Name ( Figure 6)	Admins must specify the name of the rule to be implemented.
Type (Figure 6)	By choosing sequential, admins can order how the actions will be taken. By choosing separate, admins can make a list of possible actions and apply them according to the situation.
Drop After (Figure 6)	Admins must select the period after which the rules and actions will be reset.
Prevent Repetition Before (Figure 6)	Admins must choose the time frame for which this action cannot be repeated.