Disciplinary Code Setup Reference
Disciplinary Code Setup Reference
The master data behind every disciplinary, incapacity, and poor-performance case. Configure these before relying on the process for real cases - they ship with a starting set of South African-oriented defaults, not a finished policy.
| Doctype | Purpose |
|---|---|
| Offence Category | Groups related offences (e.g. Safety, Conduct, Attendance) - drives the banner grouping on the Schedule of Offences. |
| Disciplinary Offence | One specific offence: description, category, and the prescribed sanction for a 1st through 4th repeat. |
| Offence Outcome | Every possible case outcome - not just sanctions. Each one carries flags (is this a warning? a suspension? a demotion? a dismissal? not-guilty? a cancellation? a performance improvement? not-incapacitated?) that the rest of the app reads to classify history correctly - see the note on adverse vs. non-adverse outcomes below. |
| Grounds for Appeal | The fixed set an appellant can select from: Procedural, Substantive, New Evidence. |
| Employee Rights | What rights apply at each process stage (Disciplinary Hearing, Warning, Suspension, Demotion, Pay Deduction, Pay Reduction, Dismissal, Incapacity, Poor Performance, Performance Improved) - shown to the employee on generated forms and print formats. |
Adverse vs. non-adverse history
Not every closed case counts as a mark against the employee. Pending, Cancelled, Not Guilty / No Further Action, Performance Improved, and Not Incapacitated outcomes are all shown for audit and context wherever an employee's history appears, but are deliberately excluded from being treated as previous adverse history - the flags on Offence Outcome are what makes this classification work correctly, so keep them accurate when adding new outcome records.
Next: External Dispute Resolution.