🌟 Employee Disciplinary Tracking

The Employee Disciplinary Tracking module allows companies to efficiently manage all disciplinary actions related to their employees. It centralizes sanctions, their reasons, associated documents, and the complete history for each employee.

1. Management of disciplinary actions

• The module displays a complete list of recorded disciplinary actions: reference number, employee concerned, date, reason, and sanction status.

• Each line represents an individual disciplinary action applied to an employee.

2. Creating a new disciplinary action

• An Add (+) button opens a form to register a new disciplinary sanction.

• The administrator can select:

  • the employee concerned

  • the date

  • the reason (e.g., “Repeated delays”, “Lack of respect towards a colleague”)

  • an explanation provided by the employee

  • the type of sanction applied, such as:

    • Verbal warning

    • Temporary suspension

    • Salary deduction

3. Configuration of categories

The module includes two fully customizable category systems:

A. Action Categories (types of sanctions)

• Examples:

  • Salary deduction

  • Temporary suspension

  • Verbal warning

• Each category has a custom color, making visual identification easier.

B. Discipline Categories (reasons)

• Examples:

  • Repeated delays

  • Lack of respect toward a colleague

• These reasons are reused when creating disciplinary actions.

4. Details of a disciplinary action

• By clicking on an action, the user accesses a detailed record containing:

  • the employee concerned

  • the date

  • the reason

  • the applied sanction

  • the explanation given by the employee

• From this record, it is possible to edit or delete the disciplinary action.

5. Document management

• The module allows uploading and managing supporting documents related to each disciplinary action, such as:

  • contracts

  • reports

  • official notices

  • written warnings

• Two methods are available:

  • Upload a file (PDF, image, etc.)

  • Link an existing document via URL

Uploaded files appear in a clear list with name, size, and date.

6. Document tracking and history

• Each disciplinary action includes an “Additional Documents” tab to store all legal or HR documentation associated with the case.

• This facilitates internal audits, HR follow-up, and future decision-making.

7. Simple and intuitive interface

• Clear navigation on the left:

  • Disciplinary actions

  • Configuration (action and discipline categories)

• A clean, modern interface with search filters to quickly find any action.

Summary

The Employee Disciplinary Tracking module provides Dolibarr with a complete HR solution that enables:

✔ recording and tracking all disciplinary actions
✔ structuring disciplinary reasons and sanction categories
✔ centralizing all supporting documents
✔ maintaining a clear and traceable history
✔ securing HR processes in full compliance with internal procedures

It is an essential tool for HR departments, team managers, and executives who require rigorous disciplinary tracking.

Installation

• Download the module archive (.zip) from DoliStore.com
• Go to "Home > Setup > Modules > Deploy an external module" and submit the zip
• The module or theme is then available and can be activated

Why choose our modules

• Compatible with recent Dolibarr versions
• Module languages:
• Free support and bug fixes included
• Free access to module updates for one year

Support & Assistance

If you encounter a problem, please provide the following information:

• Module and Dolibarr version
• Steps to reproduce the issue (screenshots or video if possible)