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The pre-printed, fill-in-the-blank form should, among other things, have spaces for basic information regarding the employee, the time and date of the incident, a description of the incident for which the employee is being disciplined, the specific policy or work rule that was violated and the action that will be taken ...
Information you should include on your disciplinary action form includes: First and last name of the employee. Date of the incident. Summary of the issue or event, including witnesses, location, times and dates.
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.
How Many Stages Are in a Disciplinary Procedure? Verbal warning. Written warning. Final written warning. Dismissal.
Documenting employee discipline procedures Taking detailed meeting notes. A thorough investigation report, showing the person was at fault. Evidence that you provided the employee with the opportunity to respond and you took this response into consideration. The termination letter explaining why the employee was dismissed.
Download: Step 1: Counseling and verbal warning. Step 2: Written warning. Step 3: Suspension and final written warning. Step 4: Recommendation for termination of employment.
An employee discipline policy is a document that provides a list of actionable offenses, how they will be addressed, and any unique information specific to the company. For example, at-will employment can terminate without cause or reason.
What to Include in a Disciplinary Form The 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.