Get Disciplinary Report Form - Offices

Completing the Disciplinary Report Form - Offices online is a critical process for documenting workplace incidents. This guide provides straightforward instructions to assist you in filling out the form accurately and efficiently.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the employee's name in the designated field. Ensure that accurate information is provided as this will be essential for record-keeping.
3. Next, fill in the job title of the employee involved. This gives context to the incident being reported.
4. Indicate the department where the employee works. This helps identify the area of the organization affected by the offense.
5. Provide the name of the supervisor responsible for overseeing the employee. This may assist in follow-up actions related to the report.
6. Enter the date and time of the occurrence. This detail is vital for establishing a timeline of the events.
7. Specify the location where the incident took place. Clear identification of the location is crucial for understanding the context of the situation.
8. Select the type of offense from the list provided. Only check the relevant boxes to accurately reflect the nature of the incident.
9. In the 'Facts of Incident' section, describe the events in detail. If more space is needed, attach an additional page to ensure all relevant information is captured.
10. Record any past disciplinary actions related to the employee. Include dates, type of actions, and additional details as necessary for context.
11. Indicate whether a written report was prepared by checking the relevant boxes.
12. Outline potential consequences if the incident occurs again, ensuring clear communication of expectations.
13. Complete the 'Completed by' section with your name and the date of completion.
14. Request an employee statement regarding the facts of the incident in the next section. Attach further information if necessary.
15. In the employee acknowledgement section, ensure the employee understands that their signature indicates receipt of the report, without admitting to the offense.
16. Collect signatures from both the employee and any witness, if applicable, before finalizing the document.
17. Ensure the form is completed promptly and forwarded to the Director of Human Resources within three business days for appropriate action.
18. After reviewing the form for completeness, save changes to the document. You can then download, print, or share it as needed.

Complete the Disciplinary Report Form online today to ensure proper documentation and follow-up.