Discipline

Navigate the complexities of disciplinary actions with clarity and confidence using the OrangeHRM Discipline Module. It is a comprehensive solution engineered to manage, track, and resolve cases with unparalleled fairness and accountability. Our robust system helps you streamline your HR processes by moving away from fragmented, manual methods, providing a single source of truth for all case data, automating key tasks like document generation and custom notifications, which saves your team valuable time and ensures a consistent approach every time.

Document Generation
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Investigator Assignment

Cases often require an independent investigator to ensure an unbiased process. OrangeHRM Discipline provides a configurable employee field that allows you to assign a specific investigator role. This ensures investigations are handled by an impartial party with dedicated, role-specific privileges.

  • Ensure an unbiased process by assigning an independent investigator to each case to ensure impartiality and maintain a fair disciplinary process.
  • Streamline the assignment process by quickly and easily assigning investigators directly within the software, eliminating the need for manual tracking and separate communication.
  • Provide secure access with investigators granted specific, privileged access to only the cases they are assigned to, ensuring data security and accountability.

Investigator Assignment

Document Generation

HR must issue formal notices such as warnings or suspension letters quickly and consistently. With OrangeHRM Discipline, you can generate these documents instantly using customizable templates that automatically fill in employee and case-specific data. This reduces manual effort and ensures professional, standardized communication.

  • Save time and reduce errors by generating a variety of formal documents in seconds, using templates that automatically pull in accurate data, minimizing human error and saving your team valuable time.
  • Ensure consistency and compliance through standardized document templates, ensuring every notice issued is consistent in tone, format, and content, helping to maintain compliance with company policies.
  • Manage documents in one place. All generated documents are securely stored within the case file, providing a complete and accessible record for future reference.

Document Generation

Audit Trail & Action History

Companies need complete traceability of every disciplinary step to ensure accountability and compliance. OrangeHRM Discipline automatically logs every action taken on a case, including timestamps, the user who made the change, and the outcome, creating a comprehensive and secure audit trail that is accessible at any time.

  • Gain complete traceability with every single action, from case creation to resolution, logged in a secure, immutable audit trail, providing a full history of the case.
  • Ensure full accountability by seeing exactly who performed each action and when, which holds every user accountable for their role in the disciplinary process.
  • Protect your organization. A robust audit trail provides indisputable evidence and a complete record of actions, which is essential for legal compliance and risk management.

Audit Trail Action History

Employee Visibility

Employees should be able to view cases opened against them for transparency, but without seeing sensitive HR notes or confidential details. OrangeHRM Discipline ensures this balance by giving employees restricted access to their own cases, ensuring they are informed while protecting confidential information.

  • Promote transparency by allowing employees to view the status and details of their own cases, which fosters trust and an open work environment.
  • Protect confidential information. Ensure sensitive HR notes and internal communications remain completely confidential and are not visible to the employee.
  • Provide self-service access so employees can access their case information anytime without needing to contact HR, streamlining the process for both parties.

Employee Visibility

Assigned Case Access

OrangeHRM Discipline allows administrators to establish granular access control for every stage of the disciplinary workflow. This functionality enables admins to define user permissions at both the form level and the individual field level for each step in the process.

  • Customize user experience and data security by assigning specific user roles to each step and determining whether the form or its fields are editable, read-only, or hidden for those roles.
  • Ensure workflow integrity by making critical data fields read-only or hidden to prevent unauthorized changes, while allowing other roles the ability to edit necessary information.
  • Enhance compliance and process consistency by tailoring the user interface and data entry requirements precisely to the responsibilities of each user role at every stage of the discipline process.

Assigned Case Access

Regional Restrictions

For multinational organizations, disciplinary cases may need to be limited to employees in certain locations to comply with regional policies. OrangeHRM Discipline allows you to define location-based case types, ensuring only relevant employees and administrators are included in the process.

  • Support global compliance by adhering to local regulations and policies by restricting cases to specific regions or countries.
  • Segment access by location to ensure that administrators and managers in one region cannot access sensitive disciplinary cases from another.
  • Customize case types to define specific case types for different regions, which allows for a tailored approach to disciplinary action based on location.

Regional Restrictions

Configurable Workflow Steps

HR needs multi-step processes with clear steps for every case, such as acknowledgment, closure, or escalation. OrangeHRM Discipline allows you to configure workflows with all necessary steps, ensuring every case follows a standardized process that is both fair and accountable from start to finish.

  • Create a standardized process to define a clear, step-by-step process that every case must follow, ensuring consistency and fairness across the board.
  • Automate acknowledgment and escalation by setting up automated actions to ensure timely acknowledgment of a case or to escalate it to the appropriate party if deadlines are missed.
  • Ensure accountability at each step by assigning specific owners to each workflow step, ensuring a clear chain of responsibility from case initiation to resolution.

Configurable Workflow Steps

Role-Based Permissions

OrangeHRM Discipline uses Data Group Permissions to govern the level of access administrative roles have within the module's configuration and core functions. These permissions are crucial for defining what an admin can and cannot manage.

  • Control administrative scope by determining whether an admin role can configure case forms, manage case types, view reports, or log cases within the Discipline module.
  • Enhance security and segregation of duties by assigning specific administrative privileges, ensuring only authorized admins can make critical changes to the module's setup.
  • Streamline the administrative experience by limiting visibility and functionality to only the components each admin role is responsible for.

Role Based Permissions

Custom Notifications

Employees and other relevant parties must receive timely case updates and resolution details. With OrangeHRM Discipline, you can create and send custom email notifications using templates that automatically include employee and case-specific data, keeping everyone informed throughout the process.

  • Keep everyone informed by automatically notifying employees and other relevant parties about case updates, actions, and final resolutions.
  • Personalize communications by using custom email templates with specific tokens to ensure that notifications are personalized and contain accurate, case-specific information.
  • Improve transparency with timely and clear notifications to help improve communication and build trust with employees throughout the disciplinary process.

Custom Notifications

Reports

HR must be able to track disciplinary trends across teams and locations to identify patterns and ensure consistency. OrangeHRM Discipline provides both summary and detailed reports that allow you to analyze disciplinary trends, track outcomes, and use data to make more informed decisions.

  • Analyze discipline trends. Get a bird's-eye view of disciplinary actions across your organization to identify recurring issues or departmental trends.
  • Evaluate outcomes and efficiency. Use detailed reports to track the resolution time and outcomes of cases, helping you evaluate the efficiency of your processes.
  • Make data-driven decisions. Use reporting data to proactively address recurring issues, improve training, and ensure fairness in your disciplinary practices.

Reports

Ready-to-use Templates

Organizations frequently handle common cases such as misconduct, harassment, or policy violations. OrangeHRM Discipline provides a library of predefined, ready-to-use templates that can be customized to cover a range of disciplinary cases, ensuring consistency and efficiency.

  • Handle common cases consistently using predefined templates for issues like misconduct or harassment to ensure every case is handled in a standardized manner.
  • Ensure a fair process through the use of standard templates, ensuring fairness and helping align corrective actions with company policies.
  • Customize to fit your needs. All predefined templates are fully customizable, allowing you to tailor them to your organization's specific rules and procedures.

Ready to use Templates

Related Cases

OrangeHRM Discipline allows administrators to establish comprehensive context for a new case by linking it to relevant past cases. Admins have the flexibility to link the employee's own history of cases or cases involving other employees, creating a comprehensive disciplinary record.

  • Enhance decision-making by providing immediate access to an employee's relevant disciplinary history or related cases from other employees when reviewing or initiating a new disciplinary action.
  • Ensure full transparency and context by allowing admins to view the full details of any linked case, provided they have the necessary permissions to access that information.
  • Streamline investigation processes by centralizing all related incidents and historical data within a single case file for easy reference and review.

Related Cases

Why OrangeHRM?

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Efficient & Intuitive

Move past manual processes with an intuitive solution designed for efficiency.

Tailored to You
Fair & Accountable

Build a culture of fairness and trust with transparent and fair processes.

Secure Complaint
Secure & Compliant

Protect your organization with a system built for security and regulatroy compliance.

Frequently Asked Questions

Everything you need to know about OrangeHRM

The module is built with robust security measures, including Role-Based Permissions and Assigned Case Access, ensuring only authorized users can view sensitive data. Additionally, Employee Visibility is restricted to their own cases, protecting private HR notes from being viewed by the employee.

Yes. You can use Configurable Workflow Steps to design a multi-step process that aligns with your organization’s specific policies and procedures, ensuring consistency and fairness from start to finish.

Absolutely. The comprehensive Audit Trail & Action History feature logs every action with a timestamp, user, and outcome. This creates a secure, indisputable record of every case, which is essential for legal compliance and accountability.

The module automates several time-consuming tasks. Features like Document Generation instantly create formal letters from templates, while Custom Notifications ensure timely updates are sent to all relevant parties.

Yes. With the Reports feature, you get both summary and detailed reports to analyze patterns and outcomes across teams and locations. This allows you to make data-driven decisions and proactively address recurring issues.

The module supports Regional Restrictions, allowing you to limit disciplinary cases to specific locations. This ensures that only relevant employees and admins are included and that cases align with regional policies.

Yes. The Investigator Assignment feature allows you to configure a specific role for independent investigators with privileged access, ensuring a fair and unbiased investigation process.
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