Available for the following EmploymentOS plans: Lite, Plus, Unlimited, Essentials, Engage, Elite
Available for the following plan: Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
Admins will have a dedicated Disciplinary Cases report in the Performance Reports section. The report shows every disciplinary case across the organisation in a single, sortable table and can be filtered and exported. Admins can also update individual cases directly from the report. Access to the report can be granted using the Disciplinary Cases Report permission (View and Modify levels).
- Log in to Employment Hero.
- On the left-hand side navigation, click on Reports.
- Select the Performance tab.
Click the three-dot menu on the Disciplinary Cases card to reveal quick actions.
Choose View full report to load the Disciplinary Cases report page.
Click Filters to narrow the report.
Pick filter categories such as Incident Date Range, Personnel, Groups, Status, or Outcome.
Once you have selected your filters, you will see the report results under the Disciplinary Cases subheading.
If you want to export your report, click on the page icon in the top right-hand side of the screen to export as a CSV or a PDF file.
Further information
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