Discipline Types
Discipline types are the categories used for disciplinary actions. Every case logged is classified with one.
Where: My Team › Settings › Documents & Compliance › Discipline Types You need: the discipline types right
Agree these before anyone logs a case
This is a small settings page with a long shadow. The categories decide how every case is recorded, so they determine what your Disciplinary Actions report can tell you.
Get them wrong and you find out months later, when you cannot answer a question your own data should answer.
Designing the list
Match your actual policy. These should mirror the categories in your employee handbook or code of conduct, not a generic list. If your policy distinguishes attendance from conduct from performance, so should these.
Keep it short enough to choose from. Twenty categories means people pick roughly the right one, inconsistently. Fewer, clearer categories produce more reliable data.
Avoid overlap. If two categories could each plausibly fit the same incident, they will be used interchangeably and neither will mean anything.
Changing them later
Renaming or removing a type affects how existing cases appear, so treat changes carefully:
- Renaming is usually safe — the same category, described better.
- Removing a category that has been used is not. Historical cases classified under it
lose their meaning, and trend comparisons across the change become unreliable.
If you need to restructure, do it at a natural boundary — a policy revision, a year end — and record what changed, so a future report comparing across the boundary is read with that in mind.