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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...?
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.
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.
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. Follow a fair process and be in the best position to successfully defend any unfair dismissal claim.
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.
Disciplinary Procedures: correct stepsGet an initial understanding.Investigate thoroughly.Invite the employee to a disciplinary meeting.Conduct the disciplinary meeting.Decide on action to take.Confirm the outcome in writing.Right to appeal.
A disciplinary action is a reprimand or corrective action in response to employee misconduct, rule violation, or poor performance. Depending on the severity of the case, a disciplinary action can take different forms, including: A verbal warning. A written warning.
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...?
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 document employee performance issuesStick 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.