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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...?
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.
An employee disciplinary action form is designed to inform an Employee who is unable to follow the policies or expectations set by their Employer the result of their action(s).
Progressive Discipline Policy - Single Disciplinary ProcessStep 1: Counseling and verbal warning.Step 2: Written warning.Step 3: Suspension and final written warning.Step 4: Recommendation for termination of employment.
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.
The steps in the disciplinary procedure generally follow graduated steps including a verbal warning, written warning, final written warning, and dismissal. However, in cases of gross or serious misconduct it is permissible to go straight to stage 4 of the procedure.
How to Write a Memo for an Employee's DisciplineGive sufficient notice.Specify the course of action.Maintain privacy.Use significant wording.
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.
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...?
A disciplinary procedure allows an employer to: Inform an employee that their behaviour is unacceptable or inappropriate. Resolve concerns constructively and encourage improvement. Impose sanctions according to the seriousness of the misconduct.