Disciplinary Actions

This guide covers recording formal disciplinary actions against an employee, and how those can block their login. For distributing company policies, see Policies.

Purpose

This answers: "What's on record when the rules aren't followed, and what does that actually do to the person's access?"

Disciplinary Actions

A disciplinary action records a formal step taken against one or more employees — a warning, suspension, or dismissal — with a description, a duration, a start date, and an optional attachment. Each targeted employee is notified when an action is recorded against them.

Suspensions and dismissals can automatically block login access. If an action type is configured to do so:

• A suspension blocks the employee's login for its configured duration, and automatically restores access once that period ends.
• A dismissal blocks login from its start date, with no automatic restoration — access stays blocked until someone manually reactivates the account.

Removing an employee from an action, or deleting the action entirely, immediately restores their login if it had been blocked.

What Each User Sees

Action	Employee	Reporting Manager	HR Administrator
View disciplinary actions on their team	—	✅	✅
View disciplinary actions on their own record	✅	✅	✅
Record, edit, or delete a disciplinary action	—	—	✅

How Visibility Is Decided

1. The reporting line and self. Employees see disciplinary actions on their own record; reporting managers see theirs plus their team's.
2. Permissions. Recording, editing, and deleting disciplinary actions all require the relevant permission.

Customization Options

• Action types (warning, suspension, dismissal) are company-defined, each with its own choice of whether it triggers an automatic login block.
• Duration for a suspension or dismissal is set in days or hours.

Good to Know

• Blocking login is opt-in per action type, not automatic for every disciplinary action — a warning, for instance, typically wouldn't restrict access at all.
• Deleting or removing an action reverses any login block it caused — there's no separate manual step needed to restore access once the matter is resolved.
• This is a separate mechanism from Archiving & Access — a disciplinary block is tied to a specific action and can auto-restore; archiving is a standalone administrative step with no automatic expiry.

On record, on purpose.