Employee Point Balance in Range (Positive Points)

Tracks employees with positive point balances within a specified date range, identifying those who have accumulated disciplinary points and may require attention or corrective action.

Overview

This report identifies employees who have positive point balances within a specified date range. Positive points typically indicate disciplinary incidents, attendance issues, or policy violations that require monitoring and potential corrective action. This report is essential for maintaining workplace discipline and compliance.

Key Features

Positive Balance Tracking - Identifies employees with accumulated disciplinary points
Date Range Analysis - Configurable period for balance calculation
Progressive Discipline - Supports disciplinary action escalation
Risk Assessment - Highlights employees requiring immediate attention
Trend Analysis - Tracks point accumulation patterns over time
Action Triggers - Identifies when corrective action thresholds are met

Common Use Cases

Disciplinary Management - Monitor employees approaching action thresholds
Performance Reviews - Support employee evaluation processes
Risk Mitigation - Identify high-risk employees for proactive intervention
Policy Compliance - Ensure consistent application of disciplinary policies
Supervisor Alerts - Notify managers of employees requiring attention

Parameters

Start Date - Beginning of the analysis period
End Date - End of the analysis period
Minimum Point Threshold - Minimum positive balance for inclusion
Employee Filter - Optional employee-specific filtering
Workgroup Filter - Optional department/workgroup filtering
Action Threshold - Point level triggering corrective action alerts

Report Contents

Employee identification and details
Current positive point balance
Point accumulation within date range
Incident history contributing to balance
Days since last incident
Corrective action recommendations
Supervisor review status
Next action due dates

Download Alternative Formats

📥 AOD Browser Report Format:

Download AOD Import File - Import this report directly into AOD Service Module

Technical Notes

Positive balances indicate accumulated disciplinary points
Point calculations include all incidents within the specified date range
Results are sorted by point balance amount (highest first)
Report excludes employees with zero or negative balances
Action thresholds are configurable based on company policy

Getting Started

Define the date range for analysis
Set minimum point threshold for inclusion
Configure action threshold levels if applicable
Apply employee or workgroup filters as needed
Execute report to identify employees requiring attention
Review results for corrective action planning

Employee Point Balance Today - Current overall point balances
Employee Point Balance in Range (Negative Points) - Negative balance tracking
Trigger Corrective Action - Action requirement identification
Points in Range with Balance - Comprehensive point analysis

Employee Point Balance in Range (Positive Points)

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