> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Disciplinary Actions

> List, create, and edit disciplinary action records within the Employee Relations module — confidential workforce data.

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`.

## 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`.

## Who it's for

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

## Before you start

* Employee records must exist before creating a disciplinary action.

## Steps

<Steps>
  <Step title="Open Disciplinary Actions">
    Navigate to **HR → Employee Relations → Disciplinary** or go to `/hr/employee-relations/disciplinary`.
  </Step>

  <Step title="Browse the list">
    Review existing disciplinary action records. Click a row to open the detail page.
  </Step>

  <Step title="Create a new disciplinary action">
    Click the create button to navigate to `/hr/employee-relations/disciplinary/new` and complete the form.
  </Step>
</Steps>

## 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`.

## 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.

## 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.

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="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
</Accordion>