Disciplinary Actions 

Disciplinary Actions provides a structured way to manage and record employee misconduct or performance issues. Admins can initiate, track, and document various disciplinary steps, from warnings to more severe actions. This ensures a consistent, fair, and legally compliant approach to addressing employee behavior within the organization. 

STEPS FOR CREATION OF WARNING TYPE  #

1. Go to Open Core Business Suite panel, under “Workforce” > Select “Disciplinary Actions” > “Warning types” option.  

2. Click “Add Warning Type” option in the top right corner.  

3. Enter the following details:  

• Enter the name of the warning type. 

• Enter the code. 

• Add a description. 

• Select Severity. 

• Mention the display order. 

• Enter the escalation settings and specify the required acknowledgment days. 

• Enable or disable the “Allow appeal” option and specify the number of days allowed for an appeal. 

• Write the letter template, utilizing the available variables for automation. 

• Enable or disable the “Active” option to control its current usage 

4. Then Click the “Create” button.  

5. The warning type was created successfully 

STEPS FOR CREATION OF WARNINGS #

STEPS FOR CREATION OF WARNING 

1. Go to Open Core Business Suite panel, under “Workforce” > Select “Disciplinary Actions” > “Warnings” option.  

2. Click “Issue Warning” option in the top right corner.  

• Enter the following details:  

• Select Employee 

• Select the warning type 

• Enter the subject 

• Enter the reason 

• Mention the improvement required & Consequences 

• Select the issue, effective & expiry date respectively 

• Enable or disable the “Is Appealable” option if appealing is allowed. 

• Add HR notes 

• Select previous warning if there 

3. Then Click the “Save as Draft” or “Save & Issue” button.  

4. The warning was created & issued successfully 

STEPS TO ACKNOWLEDGE OR APPEAL THE WARNING  #

1. Go to Open Core Business Suite panel, under “Workforce” > Select “Disciplinary Actions” > “My Warnings” option.  

2. Find the relevant warning and click on the three dots under the ACTIONS column. 

3. To Acknowledge the Warning: 

• Select the Acknowledgement option. 

• In the confirmation pop-up message, click Yes Acknowledge. 

4. To Appeal the Warning: 

• Select the Appeal option. 

• Enter the Reason for Appeal. 

• Enter the Supporting Evidence details. 

• Upload supporting documents if necessary. 

• Click the “Submit Appeal” button. 

5. The Appeal was given successfully 

STEPS TO WITHDRAW OR EDIT THE APPEAL  #

1. Go to Open Core Business Suite panel, under “Workforce” > Select “Disciplinary Actions” > “Appeal” option.  

2. Select the Eye icon under the ACTIONS column. 

3. To Withdraw the Warning: 

• Select the Withdraw Appeal option. 

• In the confirmation pop-up message, click Yes Withdraw. 

4. To Edit the Warning: 

• Select the Edit Appeal option. 

• In the confirmation pop-up message, click Ok.