How to Create & Manage Disciplinary Action Types in Horilla HRMS

Managing employee behavior and ensuring compliance with company policies are critical aspects of human resource management. In Horilla, a powerful HR management tool, you can create and manage disciplinary action types to address employee misconduct or policy violations effectively.

In this blog, we’ll walk you through the process of creating and managing disciplinary action types in Horilla step by step.

What is a Disciplinary Action Type?

A disciplinary action type is a predefined category or label that HR teams can use to classify and manage employee disciplinary actions. These actions can range from warnings to suspensions or even dismissals, depending on the severity of the issue. By creating and organizing these action types in Horilla HRMS, you can streamline the process of addressing employee behavior and ensure consistency in your disciplinary procedures.

Steps to Create a Disciplinary Action Type in Horilla

Step 1: Navigate to the Settings Menu

To begin, log in to your Horilla account and navigate to the Settings section (Marked 1). Under the Employee tab, you’ll find the option for Disciplinary Action Type (Marked 2). Click on this option to proceed.

Step 2: View Existing Action Types

Once you’re in the Disciplinary Action Type section, you’ll be able to view all the action types that have already been created. Each action type will display details such as its title, type, login block status, and actions that can be performed (e.g., edit or remove).

Step 3: Create a New Action Type

To create a new disciplinary action type, click on the Create option (Marked 3). This will open a form where you can define the details of the new action type.

• Title: Give your action type a clear and descriptive title. For example, if you’re creating an action type for suspending an employee, you could title it “Suspension.”
• Action Type: Next, select the type of action from the available options. Horilla provides three default action types:
  • Warning: For minor violations or first-time offenses.
  • Suspension: For more serious issues that require temporary removal from work.
  • Dismissal: For severe violations that result in termination of employment.
• Enable Login Block: If you want to restrict the employee’s access to the system during the suspension or dismissal period, you can enable the Login Block option. This ensures that the employee cannot log in to Horilla or any other connected systems during the specified period.

Step 4: Save the Action Type

Once you’ve filled in the required details, click Save to add the new action type to your list. You’ll now see the newly created action type displayed alongside the existing ones, complete with its title, type, and login block status.

Step 5: Edit or Remove Action Types (Optional)

If you need to make changes to an existing action type, simply click on the Edit option. This allows you to update the title, action type, or login block status as needed. If an action type is no longer relevant, you can remove it by clicking on the Remove or Delete option(The trash icon).

Why Use Disciplinary Action Types in Horilla?

Creating and managing disciplinary action types in Horilla offers several benefits:

• Consistency: Ensures that all employees are treated fairly and consistently when disciplinary actions are taken.
• Efficiency: Streamlines the process of addressing employee misconduct by providing predefined action types.
• Transparency: Keeps a clear record of disciplinary actions taken, which can be useful for audits or legal purposes.
• Control: The login block feature helps maintain security and compliance by restricting access during suspension or dismissal periods.

Conclusion

Creating and managing disciplinary action types in Horilla is a simple yet powerful way to manage employee behavior and maintain a productive workplace. By following the steps outlined above, you can easily set up and customize action types to suit your organization’s needs. Whether it’s a warning, suspension, or dismissal, Horilla provides the tools you need to handle disciplinary actions effectively.