“The fact that the warning was given should always be documented,” said Damon Kitchen, a partner with the law firm Constangy, Brooks & Smith's Jacksonville, Fla., office,and should include the date and time of the incident, the date and time the verbal warning was given, the substance of what was said and a brief ...
Focus on what happened, who was involved, and the context. Avoid Jargon: Use clear and simple language understandable by all readers. Date and Time: Note when the incident occurred. Location: Specify where the behavior took place (eg, patient room, waiting area).
Follow the steps below when documenting employee performance issues: Stick to the facts and underline expectations. Emphasize behavior. Align records of past performance. Describe proof of misconduct. Identify and present consequences. Meet in person and get a signature.
Clearly set out the expected behavior for the future. State the consequences of additional violation of the rule or standard. Reinforce the organization's willingness to help the employee meet the expectations and express hope that he or she will succeed. Include the employee's signature and the date signed.
Disciplinary action forms are used to standardize the employee disciplinary process and ensure that your policies are applied fairly and consistently. You can use them for dress code violations, workplace safety violations, and more serious forms of misconduct.
The 4-Step Progressive Discipline Template Step 1: Verbal Warning. In this step, the supervisor informs the employee of the concerns and listens to any information the employee provides. Step 2: Written Warning. Step 3: Suspension. Step 4: Termination.
Focus on what happened, who was involved, and the context. Avoid Jargon: Use clear and simple language understandable by all readers. Date and Time: Note when the incident occurred. Location: Specify where the behavior took place (eg, patient room, waiting area).
Focus on Behavior, Not the Person Describe specific behaviors or actions, not personal judgments. Clearly outline expectations for improvement. State consequences of not meeting expectations. Set clear, achievable benchmarks for the employee.