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Disciplinary Action
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About
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A Disciplinary Action is used to record and manage the actions taken against an employee for policy violations, misconduct, attendance issues, or other workplace-related concerns.

Menu Path
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To access the menu, go to :menuselection:`Employees --> Operations --> Disciplinary Action`

List View
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.. image:: image/disciplinary_action_list_view.png

Form View
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.. image:: image/disciplinary_action_form_view.png

Process of creating a Disciplinary Action Form:
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* Click the **New** button at the top-left corner of the screen by the HR User to create a new Disciplinary Action record.
* Fill in the employee details, reasons for leaving, and the requested last working day.

.. image:: image/disciplinary_draft_state.png

* Click **Save**.
* The **Transfer Request** is now in the **Draft** state.

.. note:: HR Users and Store Managers can create and submit Disciplinary Action records. HR Managers have the authority to review, investigate, take necessary actions, and move the record through the workflow states. Once a record is closed, it cannot be edited.

* Click **Submit** to move the state to `Submitted`.

.. image:: image/disciplinary_submitted_state.png

* After **Submit**, the record moves to the **Submitted** state.
* The **Investigation** button is visible only for **HR Managers**. HR Managers can review the case, perform the investigation, and proceed with the further workflow actions.

.. image:: image/disciplinary_investigation_state.png

* Click **Investigation** after reviewing the issue related to the employee. The record will move to the **Investigation** stage.

* After completing the investigation, the **Action** button will be displayed for the HR Manager to proceed with the next step.  

.. image:: image/disciplinary_action_state.png

* Click **Action** after taking the required action for the employee and **Close** button will be displayed.

.. image:: image/disciplinary_close_state.png

* Click **Close** to close the record after completing the disciplinary process for the employee. 

.. image:: image/disciplinary_action_process_closed.png

Demo Video for Employee Disciplinary Action
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.. video:: video/demo_video_for_disciplinary_action.mp4
    :width: 650
    :align: left