Alabama Discipline Documentation Form
Description
How to fill out Discipline Documentation Form?
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FAQ
What to Include in a Disciplinary FormThe employee's name and the date of the write-up.Clearly state why they are being written up.How many times this employee has been written up.Clearly state details about the problem.Give the employee a deadline to fix the problem.Always have them sign and date the write-up.
How to Write a Memo for an Employee's DisciplineGive sufficient notice.Specify the course of action.Maintain privacy.Use significant wording.
What should a write-up form contain?Employee name, position, and ID number.Type of warning.Offense committed.Description of the incident.Improvement plan.Consequences of a repeat offense.Area for manager and employee to sign and date.
Depending on the severity of the case, a disciplinary action can take different forms, including:A verbal warning.A written warning.A poor performance review or evaluation.A performance improvement plan.A reduction in rank or pay.Termination.
6 Tips for Properly Documenting Employee Behavior and Performance IssuesFocus on the Behavior Not the Person.Be Careful Not to Embellish the Facts.Don't Contradict Previous Documentation.Identify the Rule or Policy Violated.Determine Consequences for Not Correcting the Problem.More items...?
Best Practices in Documenting Employee DisciplineHave an employee discipline form.Conduct a full and fair investigation.Get the facts.Be objective.Be clear and specific.Complete the form while the facts are fresh.Get the employee's acknowledgement.Allow the employee to explain the conduct.More items...?
For instance, if you jump straight to a final warning when a certain employee is an hour late to work, but let another employee come in late regularly without so much as a written warning, you're setting yourself up for trouble. We generally recommend progressive discipline.
Documentation Is Key. Most employers follow progressive discipline wherein an employee receives a series of warnings before termination. For example, the employee may get a verbal warning for a first offense, a written warning if the problem continues, a final written warning and, as a last step, termination.
How do you deliver a disciplinary action?Review the employee's file and performance records.Prepare for the employee discussion.Hold a meeting with the employee.State objectives of the disciplinary action.Ask for the employee's input.Provide a copy of the disciplinary action to the employee.Schedule a follow-up.
