Trigger Corrective Action - Trigger in Range

Overview

This report identifies employees whose point accumulation or incident patterns within a specified date range have triggered corrective action requirements according to established disciplinary policies. It provides HR and supervisors with actionable information about which employees require immediate attention and what level of corrective action is appropriate.

Key Features

• Action Trigger Detection - Automatically identifies when corrective action thresholds are met
• Policy Compliance - Ensures consistent application of disciplinary policies
• Multiple Trigger Types - Tracks various trigger conditions (points, incidents, patterns)
• Action Level Identification - Specifies appropriate corrective action level
• Date Range Analysis - Focuses on trigger events within specific periods
• Priority Ranking - Orders employees by urgency of required action

Common Use Cases

• HR Workflow Management - Streamline corrective action processes
• Policy Enforcement - Ensure consistent disciplinary action application
• Supervisor Alerts - Notify managers of employees requiring attention
• Compliance Monitoring - Track adherence to disciplinary procedures
• Intervention Planning - Proactive employee performance management
• Documentation Support - Provide justification for disciplinary actions

Parameters

• Start Date - Beginning of the trigger analysis period
• End Date - End of the trigger analysis period
• Trigger Threshold - Point or incident levels that trigger action
• Action Level Filter - Specific corrective action levels to include
• Employee Filter - Optional employee-specific filtering
• Workgroup Filter - Optional department/workgroup filtering

Report Contents

• Employee identification and details
• Trigger event details (points, incidents, dates)
• Applicable corrective action level
• Policy rule that triggered the action
• Current point balance
• Incident history within range
• Recommended next steps
• Target completion date for action
• Supervisor assignment

Download Alternative Formats

📥 AOD Browser Report Format:

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

Technical Notes

• Trigger conditions are based on current disciplinary policy settings
• Multiple trigger events for the same employee are consolidated
• Action levels follow progressive discipline framework
• Date calculations include both incident dates and point accumulation periods
• Results are prioritized by severity and urgency

Getting Started

1. Define the date range for trigger analysis
2. Configure trigger thresholds if different from policy defaults
3. Apply appropriate employee or workgroup filters
4. Execute report to identify trigger events
5. Review recommended corrective actions
6. Assign actions to appropriate supervisors
7. Track completion and follow-up requirements

Related Documentation

• Trigger Corrective Action (Last 30 Days) - Recent trigger analysis
• Employee Point Balance in Range (Positive Points) - Point accumulation tracking
• Employee Incidents in Range - Detailed incident information
• Points in Range with Balance - Comprehensive point analysis