Discipline Report

Use the Discipline command to produce a report of disciplinary records maintained using the Discipline command on the Action menu associated with the Personnel Processing form, for all or a range of employees, departments, groups, jobs and dates. You can choose a detailed or summary report; the detailed report includes separate listings for each disciplinary record, while the summary report lists the total number of disciplinary records per employee.

To Print Discipline Records

  1. Open the Personnel folder and then click Reports or click the Payroll & HR tab on the Ribbon Bar and then click Personnel - Reports.

  2. Click Discipline.

  3. If you are using groups, in the Select Groups list, click to select the group(s) you want to process and then click OK.

  4. Under Sequence, click to select the sequence you want to apply to the report and then, under Range, enter the start and end references.

  5. Under Date Range you can also specify a range of dates and the date used will be either the creation date or the date of review, depending on your selection under Use Date.

  6. Under Report Type, click to select whether you want a detailed or summary report.

  7. Click OK then, on the Publisher form, click the tab to select the output device you want to use and then complete any settings or options you want to apply to the output device. To process the output, click Publish.