HR Action Log

The HR Action Log records disciplinary actions taken against an employee — counselling through to dismissal — and can note, in free text, which safety or compliance event the action follows from.

Disciplinary follow-through matters for SHEQ the same way it matters for any workplace policy: an incident or non-conformance that never results in any accountability tends to recur. Logging the action directly, with an open/closed status and an optional follow-up date, gives a simple way to see what disciplinary matters are still open.

An action has a type (Counselling, Verbal warning, Written warning, Final warning, Dismissal), an action date, a status (open/closed), and an optional follow-up date. The "linked to" field is deliberately free text, not a relational link to the actual incident, hazard or non-conformance record it follows from — it's a note for a human reader, not a foreign key the system enforces or validates. This is a considered simplification: HR actions concern an individual's employment record and don't need to participate in the same cross-module relational integrity that, for example, a Permit to Work's hazard/procedure links do.

The list page shows every action with its employee, type, status and follow-up date, filterable and sortable. The detail page shows the full record including the free-text "linked to" note; create and edit forms share the same fields.

• Employee — required. Who the action concerns.
• Linked to — optional, free text. A note about which event this action follows from (e.g. "Incident INC-2026-014" or "NCR raised 2026-03-02") — not validated against any other register.
• Action type — required. One of Counselling, Verbal warning, Written warning, Final warning, Dismissal.
• Action date — required.
• Status — open or closed.
• Follow-up date — optional. When to check back on this action.

Creating or editing an action requires an employee name, an action type, and an action date; "linked to" and "follow-up date" can both be left blank.

There's no automatic status change or reminder when a follow-up date passes — it's a field to filter and sort by, the same as the "linked to" note is a field for a human to read, not for the system to act on. If an action originates from something discussed in an H&S Committee meeting, record it here separately; the two registers aren't linked.

Why isn't "linked to" a real link to the incident/NCR/hazard record? By design — an HR action concerns an individual's employment record, which is a different category of data from a SHEQ event record, and the product deliberately keeps them loosely coupled (a text note) rather than creating a formal cross-module reference for something that's ultimately a human-resources decision, not a safety-system one.

Can an employee have more than one open action at a time? Yes — there's no restriction preventing multiple open actions against the same employee.