Montana Verbal Discipline Warning Documentation Checklist

State:
Multi-State
Control #:
US-AHI-102
Format:
Word
Instant download

Description

This AHI form is used to document a verbal warning and any explanation that was given by the employee.

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FAQ

Effective performance management systems typically include the following three broad elements: goal setting, performance review and a performance improvement process.

An action taken to address serious incidents of misconduct or performance deficiencies. Workplace misconduct involving violations of policies and procedures and continued failure to correct work performance may require disciplinary action.

Performance management should only address the requirements of the role, not behaviour in the workplace; it should be clear that misconduct is not poor performance. While part of the performance management process is similar to disciplinary procedures, it is important for employers to not conflate the two concepts.

A. Provides warning: It is very important to provide advance warning that punishment will follow unacceptable behavior. As you move closer to a hot stove you are warned by its heat that you will be burned if you touch it.

No! A performance review is the employer's mechanism to monitor your performance and provide feedback. Discipline should never be discussed or imposed at a performance review.

Does a verbal warning need to be documented? A verbal warning should definitely be documented. Employers should keep the documentation of the verbal warning in their informal notes, and you as the employee should sign the documentation to indicate that you have received it.

Documenting a Verbal WarningThe verbal warning is documented by the supervisor in their informal notes about the efforts provided to help the employee improve. If the verbal warning is not documented, with the employee's signature indicating they have received it, it may as well not exist.

With clear documentation of the behavior, you can notify the employee of your intent to discuss their performance and schedule a meeting to issue a verbal warning. Depending on your organization's particular policies, you may send a formal notice or speak with them privately to confirm they understand your intent.

A. Performance Management. Actions designed to address performance deficiencies and/or inappropriate job-related conduct of an employee through guidance on the improvements necessary to achieve or return to acceptable performance.

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Montana Verbal Discipline Warning Documentation Checklist