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Configure and use Employee Discipline

Define offense rules, enter discipline events, review rolling points, and focus the watchlist on approaching thresholds.

For
Managers and owners
Length
7 minute quick start
Minor module

Configure the policy before entering records. The watchlist is most useful when point values, expiration windows, and thresholds match the venue’s written discipline process.

Employee Discipline interface with fictional demo data
Actual FECForge interface · fictional demo data shown
1

Set up the policy

  1. Review the shared employee directory

    Add, archive, sort, or filter employee records from the shared directory linked inside the module.

  2. Create offenses

    Managers define the offense name, points, and any rules required by the venue policy.

  3. Set rolling and threshold behavior

    Use Settings to match the active-point period and the cutoffs managers need to monitor.

2

Record and review an event

  1. Add the entry

    Choose the employee and offense, enter the event details, and confirm the date before saving.

  2. Check the employee timeline

    Open the employee detail to review the events contributing to the current point total.

  3. Work from the watchlist

    The watchlist concentrates on employees nearing configured cutoffs instead of repeating every employee in the directory.

Keep going

Installation owners Users and permissions Choose the right role, limit module access, reset a password, and decide which accounts may remain signed in. Payroll managers and owners Payroll Use the shared employee list, total purchases, reconcile host tips, and review duplicate commission events. Installation owners Set up your venue A practical first-day checklist for the installation owner, from the first sign-in to the first staff account.