DISCIPLINARY ACTION MANAGEMENT WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Employee Record: Retrieve the employee's profile and history from the Employee Data Model to check for prior incidents.
[ ] Initiate Investigation Task: Create a task for the HR Manager to begin the formal investigation into the reported incident.
[ ] Create Disciplinary Case Entry: Create a new entry in the Disciplinary Action Data Model to track this specific incident, including date, type, and severity.
[ ] Conduct Investigation Interview: Assign a task to the Investigator to interview involved parties and witnesses.
[ ] Update Case Evidence: Update the Disciplinary Case entry with gathered evidence, witness statements, and findings.
[ ] Calculate Severity Score: Execute a formula based on incident type, frequency, and impact to determine the disciplinary level (e.g., Warning vs. Termination).
[ ] Retrieve Policy Documentation: Fetch the specific company policy/handbook section related to the violation to ensure compliance.
[ ] Review Meeting Task: Create a task for the Department Head and HR to review the investigation findings.
[ ] Finalize Disciplinary Decision: Update the Disciplinary Case entry with the final decision (e.g., Verbal Warning, Written Warning, Suspension, or Dismissal).
[ ] Notify Employee of Decision: Send a formal email to the employee detailing the disciplinary action and next steps.
[ ] Notify Management: Send an email notification to the direct supervisor and legal department regarding the outcome.
[ ] Update Personnel File: Create a task to ensure the disciplinary record is officially appended to the employee's permanent digital record.
[ ] Aggregate Incident Frequency: Sum the number of disciplinary entries for this specific employee to identify patterns of misconduct.
[ ] Create Follow-up Task Entry: Create a scheduled entry in the 'Performance Review' data model to monitor improvement over the next 90 days.
[ ] Generate Monthly Compliance Report: Create a report summarizing all disciplinary actions taken during the month for the Board of Directors.

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