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- Type the Plan Name.
- Click to select the Effective Date.
- Type the number of Discipline Buffer Days.
- Type the number of days for the Review Period.
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image | MDP New.jpg |
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title | Fig.281 Maintain Discipline Plan - Adding Plan |
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Discipline Plan Field Descriptions Field | Description |
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Plan Name | Type a Discipline name, which is alphanumeric (Combination of Alphabets and Numbers). |
Effective Date | Date which the plan will become effective. Effective Date defaults to tomorrow's date. Past Dates cannot be selected. |
Discipline Buffer Days | Number of days after the review period is over before the calculation is run. This allows clerks to enter any missing delays or indirects before the plan runs. |
Review Period | Defines the number of days that will be reviewed for discipline. |
Discipline on Learning Curve | If checked, employees on learning curves will be disciplined as well as those who are not on a learning curve. |
Table 75. Discipline Plan Field Descriptions
- Click the 'Steps' tab to assign discipline steps to the plan.
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image | MDP Steps.jpg |
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title | Fig.282 Maintain Discipline Plan - Discipline Steps |
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Steps Field Descriptions Field | Description |
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Incent on Discipline Step | Select this check box if you want to provide a recommended step level. |
Step Level | Type the steps below which an employee would be considered for incentive. |
Fixed Duration | Type the decay duration in days. This represents how long a step level will take to decrement one level. |
Table 76. Steps Field Descriptions
- Click 'Add New Step' link and a popup screen appears.
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image | MDP New Step.jpg |
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title | Fig.283 Maintain Discipline Plan - Adding Steps |
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- Type the Step Level and Step Name and click . The step level and step name are updated in the Level and Name fields in the Maintain Discipline Plan screen.
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- To delete Steps, click Delete check box next to the step level.
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- Type in the number of days for a step level to decay in the Fixed Duration field.
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image | MDP Step Levels.jpg |
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title | Fig.284 Maintain Discipline Plan - Step Levels |
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- Click 'Criteria' tab to assign thresholds to the plan.
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image | MDP Criteria.jpg |
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title | Fig.285 Maintain Discipline Plan - Criteria |
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Criteria Field Descriptions Field | Description |
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Minimum Hours Requirement | Type the minimum hours required for an employee to be eligible for discipline. |
Performance Threshold | Type the expected performance, in percentage, an employee must maintain. |
Quality Threshold | If this check box is selected, quality will also be considered when determining if an employee will be disciplined. |
No. of Errors | Type the number of acceptable errors for the plan. |
Measured As | Type the threshold error Percentage and select Units as the UOM. |
Rolling Average | Type the Rolling Average and select Days as the duration. |
Table 77. Criteria Field Descriptions
- Type in the minimum required hours.
- Type in the expected performance in percent.
- If quality will also be considered, type in the number of errors, percent of errors, or rolling average.
- Find and highlight the activities that will be considered for discipline. Select the 'Add' arrow to move the activities into the 'Included Activities' section.
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- Selecting the Independent Criteria for Home Activities check box will separate the performance and quality expectations for Home vs Non-Home activities. This allows employees to be held to a different expectation in what is considered their Home activities. Each employee's Home activities are configured in Employees.
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- Click 'Plan Employee' tab to assign employees to the plan.
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image | MDP Emps.jpg |
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title | Fig.286 Maintain Discipline Plan - Assign Employees |
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- Click 'Select Employee' link and the Select Employee screen appears.
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image | MDP Select.jpg |
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title | FIg.287 Maintain Discipline Plan - Select Employees |
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- Search for the employees from the list and click the check box next to the name.
- Click Image Added and the selected employees will be populated in the 'Select Employee' section. To remove an employee from the plan, select the Delete check box next to the name.
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image | MDP Assign Emps.jpg |
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title | Fig.288 Maintain Discipline Plan - Selected Employees |
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Click Image Added to save the plan.
Searching Discipline Plans
To search for particular discipline plans:
- Click Image Added in the Maintain Discipline Plan screen and the Search Discipline Plan screen appears.