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Create or modify a disciplinary issue

Create or modify a disciplinary issue

You can add or modify a disciplinary issue for an employee using the HR Employee Relations module.

Before you begin

Role required: hr_basic, or hr_manager

About this task

Employees can ask employee relations questions or report disciplinary issues by submitting questions and reports through the HR Service Portal. An employee relations case is opened and can be viewed and managed at HR - Employee Relations > Case Management > Employee Relations Cases.

Not every employee relations case results in a disciplinary issue. However, when a case does result in a disciplinary issue, a disciplinary issue is added to the Disciplinary Issue list.


  1. Navigate to HR - Employee Relations > Disciplinary Issues > Disciplinary Issues.
    The HR Disciplinary Issue list opens.
  2. Click New to open a disciplinary issue record.
  3. Complete the form. (The fields you see on the form depend on how the form is configured and what fields are selected to display.)
    Table 1. HR Disciplinary Issue form
    Field Description
    Employee The user to be disciplined.
    Type The disciplinary issue, such as tardiness, improper dress, or misconduct.
    Warning Type The warning given, such as verbal or written warning.
    Description Details about the disciplinary issue.
    Disciplinary action Action taken by HR or management.
    Previous interactions Details regarding other interactions with the employee.
    Suggested improvement Details about how to correct or better the issue.
    Review date Date the disciplinary issue is created or modified.
  4. Click Submit.
    The disciplinary issue is listed in the HR Disciplinary Issue list.
  5. To modify disciplinary issue data, find the existing disciplinary issue in the HR Disciplinary Issue list.
    You can use the list search menu by typing the employee name and pressing Enter.
  6. Click the disciplinary issue to open the form.
    The HR Disciplinary Issue form opens displaying employee name and other populated fields.
  7. Modify the form.
  8. Click Update.