[{TableOfContents }]
!!!RECORD DISCIPLINARY ISSUES
The Record Disciplinary Issues (ILDI) form allows you to record all disciplinary actions taken related to an employee. This screen will record details about the action such as type, status, and severity.
In addition, comments and correspondences related to the disciplinary action may also be recorded
The data information for the Record Disciplinary Issues screen can be found on the [P2K_LR_DISCIPLINARY_ISSUES], [P2K_LR_ISSUE_OCCURRENCES], [P2K_LR_DISCIPLINARY_ACTIVITIES], [P2K_LR_COMPLAINTS], and [P2K_LR_GRIEVANCES] tables.
;Entity: This field identifies the entity associated with the disciplinary issue. Entity is from [IDEN] ([P2K_CM_ENTITIES]) is a mandatory field you may fill manually or by using the LOV(F9) provided.
;[Disciplinary Issue|DISCIPLINARY_CODE]: This field is a user-defined code that uniquely identifies the disciplinary issue being defined. While you may define the disciplinary issue manually, there is also the option of setting this field to automatically assign a sequential number to each new complaint entered. You may set up this option through the [IMCS] screen. Discplinary_Code is a mandatory 16-character alphanumeric field.
;Issue Type: This field classifies the issue into a specific type. Issue_Type from [ILIT] ([P2K_LR_ISSUE_TYPES]) is a mandatory field you may fill manually or by using the LOV(F9) provided.
;[Discipline Issued On|Disciplinary_Issue_Date]: This field displays the date the disciplinary issue has recorded. Discplinary_Issue_Date is a mandatory field you may fill manually or with the calendar icon (F9).
;Issue with EE: This field shows the employee for whom this issue is with. Issue_EE from [IEEI] ([P2K_HR_EMPLOYMENTS]) is a mandatory field you must fill with the LOV (F9).
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!!Record Disciplinary Issues (ILDI) - Discipline
!Location of Incident
;Unit:This field identifies the unit where the incident occurred. Unit from [IDUN] ([P2K_CM_UNITS]) is an optional field you may fill manually or with the LOV (F9) provided.
;Location: This field identifies the location of the incident. Location from [IDLN] ([P2K_CM_LOCATIONS]) is an optional field you may fill manually or with the LOV(F9) provided.
;Department: This field identifies the department where the incident occurred. Department from [IDDP] ([P2K_CM_DEPARTMENTS]) is an optional field you may fill manually or with the LOV (F9) provided.
;Job: This field identifies the job the employee held at the time of the incident. Job from [IDJB] ([P2K_CM_JOBS]) is an optional field you may fill manually or with the LOV(F9) provided.
;Position:This field identifies the position the employee held at the time of the incident. Position from [IDPS] ([P2K_CM_POSITIONS]) is an optional field you may fill manually or with the LOV(F9) provided.
!Status of the Incident
;[Status|DISCIPLINARY_STATUS]: This field shows the current status of the incident. Status is an optional field you may fill using the fixed lexicon X_DISCPLINARY_STATUS.
;[Stage|DISCIPLINARY_STAGE]:This field shows the current stage of the incident. Stage is an optional field you may fill using the user-defined lexicon X_DISCPLINARY_STAGE.
;[Severity|DISCIPLINARY_SEVERITY]: This field identifies the severity of the incident. Severity is an optional field you may fill using the fixed lexicon X_DISCPLINARY_SEVERITY.
!Closure
;[Approved]: If this toggle is checked, the closure for this incident has been approved. Approved_Toggle is an optional field.
;[Date Closed|DISCIPLINARY_CLOSED_DATE]: This field indicates the date this disciplinary issue was closed. Discplinary_Date_Closed is an optional field you may fill manually or with the calendar icon (F9).
;[Cost|DISCIPLINARY_COST]:This field displays the cost of this issue. Discplinary_Cost is an optional 18-character numeric field you may fill manually.
;[Description]:This field provides short description of the disciplinary issue. Description is an optional 50-character alphanumeric field.
;[Disciplinary Text|DISCIPLINARY_TEXT]: This field allows you to provide additional information about the incident. Disciplinary_Text is an optional 4000-character field you may fill manually.
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!!Record Disciplinary Issues (ILDI) - Occurrence
;[Date|OCCURRENCE_DATE]: This field shows the date of the incident. Occurrence_Date is a mandatory field you may fill manually or with the use of the calendar icon (F9).
;[Recorded by|PERSON_CODE]: This field will indicate the employee who recorded the occurrence. Recorded_By from the table [IEAS] is a mandatory field you may fill with the LOV (F9).
;[Occurrence Text|OCCURRENCE_TEXT]: This field allows you to provide additional information about the occurrence. Occurrence_Text is an optional 3600-character alphanumeric field you may manually enter.
;[Occurrence Witness|oCCURRENCE_WITNESSES]: This field allows you to recorded witnesses to the occurrence. Occurrence_Witness is an optional 3600-character alphanumeric field you may manually enter.
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!!Record Disciplinary Issues (ILDI) - Activities
The Activities tab will allow you to record all activities associated with the disciplinary issue. Data information for this tab can be found on the [P2K_LR_DISCIPLINARY_ACTIVITIES].
;[Date|DISCIPLINARY_ACTIVITY_DATE]: This field displays the date of the activity, for example, the date which a verbal warning was given. Discplinary_Activity_Date is a required field you may fill manually or with the calendar icon (F9).
;[Status|DISCIPLINARY_ACTIVITY_STATUS]: This field indicates the current status of the activity. Discplinary_Activity_Status is an mandatory field you may fill using the fixed lexicon X_DISCIPLINARY_ACTIVITY_STATUS.
;[Decision|DISCIPLINARY_DECISION]: If this activity involved a decision made regarding the incident, that decision will be displayed here. Discpline_Decision is an optional field you may fill using the fixed lexicon X_DISCPLINARY_DECISION.
;[Decision Date|DECISION_ACTION_DATE]: The date of the decision will be displayed in this field. Decision_Date is an optional field you may fill manually or by using the calendar icon (F9).
;Reviewed By: If this activity involves a review of the incident, the individual who did the review will be indicated here. Reviewed_By from the [IEAS] screen (P2K_HR_ASSIGNMENTS]) is an optional field you may fill with the LOV (F9).
;[Next Activity Date|NEXT_ACTIVITY_DATE]:This field displays the date of the next activity step in the process. Next_Activity_Date is an optional field you may fill manually or with the calendar icon (F9) provided.
;[Employer Statement|EMPLOYER_STATEMENT]: Any statement from the employer may be listed in this field. Employer_Statement is an optional 4000-character alphanumeric field you may fill manually.
;[Employee Statement|EMPLOYEE_STATEMENT]: Any statement from the employee may be listed in this field. Employer_Statement is an optional 4000-character alphanumeric field you may fill manually.
;[Description]: A further description of the activity may be listed in this field. Description is an optional 50-character alphanumeric field you may fill manually.
;[Next Activity Text|NEXT_ACTIVITY_TEXT]:This field allows you to provide additional information regarding the next activity. Next_Activity_Text is an optional 4000-character alphanumeric field you may fill manually.
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%%warning This tab is for viewing purposes only; you may not edit the data.%%
!!Record Disciplinary Issues (ILDI) - Complaint
If the employee associated with this disciplinary issue has a complaint filed, that complaint information will appear in this tab. Once you identify the disciplinary issue in the [ILCM] ([P2K_LR_COMPLAINTS]) form, the information will default in.
;Complaint:This field identifies any complaints from the employee listed in this disciplinary incident. This field is a user-defined code that uniquely identifies the complaint being defined.
;Dispute Type:This field identifies the type of dispute under which this complaint falls.
;Complaint Opened On: This field records the date the complaint was issued.
;Complaint Status: This field indicates the status of the complaint.
;Complaint Stage: This field is displays the stage of the complaint.
;Severity: This field indicates the severity of the complaint.
;Incident Date: This field displays the date the complaint incident took place.
;Decision: This field shows the final decision made on this case.
;Date Closed: This field shows the date of the complaint issue was closed.
;Settlement: This field displays any settlement amount that may have come from this complaint.
;Witnesses: This field allows you to provide additional information about the witnesses involved.
;Description: This field allows you to provide a short description of the complaint.
;Complaint Text: This field allows you to provide additional information about the complaint.
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%%warning This tab is for viewing purposes only; you may not edit the data.%%
!!Record Disciplinary Issues (ILDI) - Grievance
If the employee associated with this disciplinary issue has a grievance filed, that grievance information will appear in this tab. Once you identify the disciplinary issue in the [ILGV] ([P2K_LR_GRIEVANCES]) form, the information will default in.
;Grievance:This field identifies the grievance of the employee.
;Dispute Type:This field identifies the type of dispute under which this grievance falls.
;Stage:This field defines the stage of the grievance.
;Status:This field identifies the current status of the grievance.
;Description:This field provides a short description of the grievance.
;Severity:This field defines the severity of the grievance.
;Issued Date:This field will define the issue date of the grievance.
;Date Of Incident:This field record the date of the incident.
;Decision:This field displays the decision made in for this grievance.
;Date Closed:
This field will display the date of the settlement.
;Settlement:If settlement amount has come from this grievance, that amount will be listed here
;Approved:If this toggle is ON, the settlement was approved.
;Witnesses:This field displays all the witnesses to this grievance.
;Text:This field provides additional information regarding the grievance.