How do I strike a disciplinary from the record?
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"How do I strike a disciplinary from the record?"
Sometimes a disciplinary may have been issued in error. If an error is made, you can strike the disciplinary from the person's record so it no longer counts against them.
To strike a disciplinary from a person's record, or to restore it:
- First, select the person on: MenuPeople
- Then tap: HRRecorded events
- When you scroll down the page, you'll see a list of each of the person's disciplinaries, with the most recent near the top.
- Find the disciplinary that you'd like to strike from the record, then tap it to expand it.
- Then tap the three dots: (at the bottom), then tap Strike from the record, and then tap: Yes ... strike it
- You'll now see the disciplinary crossed out, and moved to the bottom of the list.
- Also, when you scroll to the top of the page, you'll see that the struck out disciplinary is no longer in the person's monthly count.
- Which means it no longer counts against them, in their record.
- If you again change your mind, and want to restore the disciplinary back to the record, follow the same steps.
- Find and expand the struck out disciplinary.
- Tap the three dots: (at the bottom), and then tap: Restore back to the record
- And finally, the disciplinary is moved back into the list, and now appears again in the person's monthly count.
Keep in mind that:
- The date and name of the person who struck out the disciplinary is permanently stored inside the details of the disciplinary.
- Also, both org admins and payroll admins can strike or restore disciplinaries from the record.
And that's it! That's everything you need to know about striking a disciplinary from a person's record!
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