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Disciplinary Escalations

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Disciplinary Escalations

What this guide covers

When confirmed attendance strikes pile up, the system opens a disciplinary escalation - a step on a formal ladder. The Disciplinary Escalations inbox is where HR sees those open steps and closes the loop by recording the real-world action taken.

Who can open it: attendance-module access. A line manager sees their team's escalations; an attendance admin sees all. The content is sensitive - keep it confidential.

Where escalations come from

An escalation is triggered by confirmed strikes (from the Alerts screen) reaching a configured threshold. It opens at the appropriate level on the ladder. It is never created by hand here - this inbox is for resolving what the strikes triggered.

The ladder

The disciplinary escalation ladder: confirmed strikes reaching the threshold open an escalation. Levels ascend Verbal Warning, 1st Written Warning, Final Written Warning, Dismissal Hearing. HR resolves each by Close loop - warning issued, recording what was actually done. Rows show employee, level, strike count, trigger date and status Open/Resolved.
Level Meaning
Verbal Warning The first formal step.
1st Written Warning Recorded in writing.
Final Written Warning The last step before a hearing.
Dismissal Hearing The most serious step.

Working the inbox

Each row shows the employee, the level, the strike count that triggered it, when it triggered, who triggered it (or "Auto"), the status (Open / Resolved), and any notes.

For an Open escalation, click Issue Warning to open the resolve dialog. Record what was actually done in the real world (e.g. "Verbal counselling conducted on 23 Apr", "Written warning letter signed and filed") and confirm with Close loop - warning issued. The escalation then shows as Resolved.

Good to know

  • The system tracks; you act. Opening an escalation doesn't discipline anyone - it prompts HR to follow the company's disciplinary process, then record it here.
  • Write meaningful resolution notes - they're the audit trail that the loop was closed properly.
  • Fairness and confidentiality matter - follow due process and don't share these records.
  • Attendance Alerts - where strikes are confirmed (the trigger for escalations).
  • Disciplinary Report - the per-employee whole-picture view (in Human Resources).

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