Disciplinary Actions

The Disciplinary Actions page lists all disciplinary action records in the organization and provides access to create new ones. It is available at route /hr/employee-relations/disciplinary.

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Overview

The page renders DisciplinaryListPage, which fetches and lists disciplinary action records. Each record links to its detail page at /hr/employee-relations/disciplinary/:id. A create action navigates to /hr/employee-relations/disciplinary/new. Edit actions navigate to /hr/employee-relations/disciplinary/:id/edit.

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Who it’s for

Access follows your organization’s role and module configuration. Data is scoped to the current organization.

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Before you start

• Employee records must exist before creating a disciplinary action.

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Steps

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Viewing a disciplinary action

The Disciplinary Details page at /hr/employee-relations/disciplinary/:id shows the full detail of a single disciplinary action record. DisciplinaryDetailPage fetches the record by :id via useDisciplinaryActionDetail. The detail view shows action type, status, employee, dates, reason, violation description, policy violated, expected improvement, and follow-up date. An Edit button navigates to /hr/employee-relations/disciplinary/:id/edit.

1. From the Disciplinary Actions list, click a record to open its detail page at /hr/employee-relations/disciplinary/:id.
2. Review action type, status, dates, reason, and follow-up information.
3. Click Edit to navigate to the edit form at /hr/employee-relations/disciplinary/:id/edit.

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Creating a disciplinary action

The New Disciplinary Action page renders DisciplinaryFormPage in create mode and is available at /hr/employee-relations/disciplinary/new. On successful submission, the user is redirected to the disciplinary list. Disciplinary records are confidential workforce data and may contain sensitive employee information. Before you start: confirm the employee’s record exists in the system. Gather incident documentation before opening the form.

1. Navigate to /hr/employee-relations/disciplinary/new or choose New Disciplinary Action from the disciplinary list.
2. Complete all required fields in the form.
3. Submit; on success you will be returned to the disciplinary list.

Key concept: A Disciplinary Action is a formal HR record documenting a workplace conduct or performance issue and the corrective response taken.

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Editing a disciplinary action

The Edit Disciplinary Action page provides a form for updating an existing disciplinary action record. It is available at route /hr/employee-relations/disciplinary/:id/edit. The route renders DisciplinaryFormPage in edit mode (isEditMode = true, because the id param is present). The existing record is fetched via useDisciplinaryActionDetail. On submit, updateMutation.mutateAsync is called and the user is redirected to the detail page at /hr/employee-relations/disciplinary/:id. The form is rendered by DisciplinaryActionForm. Before you start: navigate from the disciplinary action detail page and click the edit action.

1. From a disciplinary detail page at /hr/employee-relations/disciplinary/:id, click Edit. You land on /hr/employee-relations/disciplinary/:id/edit.
2. Update any fields in the form, including action type, status, dates, reason, and follow-up date.
3. Submit the form. On success, you are redirected to the detail page.

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Related

Documentation sources

• src/routes/hr/employee-relations-routes.tsx
• src/cores/hr/employee-relations/pages/DisciplinaryListPage.tsx
• src/cores/hr/employee-relations/pages/DisciplinaryDetailPage.tsx
• src/cores/hr/employee-relations/pages/DisciplinaryFormPage.tsx
• src/cores/hr/employee-relations/hooks/useDisciplinaryActionDetail.ts
• src/cores/hr/employee-relations/hooks/useDisciplinaryActionMutation.ts