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How Do I See a Report of Employee Disciplinary Actions?

Disciplinary Action forms are completed on individual projects, but if you need to see disciplinary actions across all of your employees, you can pull that view from the Employee module. This article will walk you through the steps.

Information:

A single report pulling disciplinary actions from every project into one place isn't available yet, but it's on the roadmap. In the meantime, the Employee CSV export below is the best way to see this across all employees.

Here are the steps to see disciplinary actions across employees:

  1. On your left main menu, click Employee.
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  2. Click Export (or the CSV export option) to download the Employee CSV file.
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  3. Open the file and locate column AK, labeled Incidents. This column reflects the disciplinary actions each employee has received.

  4. Use this column to build your own summary or pivot table — for example, to see the types of disciplinary issues coming up most often across your workforce.

"Incidents" is used two different ways in FieldFlō right now — on the project level it means something separate from disciplinary actions, while in the Employee CSV export it's actually tracking disciplinary actions. This is expected to be relabeled to "Disciplinary Actions" during the upcoming Projects module overhaul.

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