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Documentation about an employee's performance will allow you to discipline, terminate, or fairly promote, reward, and recognize employees. Without documentation, making a case for any of these actions is difficult, and potentially risky for the employer.
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.
An employee disciplinary action form informs an individual of their inability to meet employment expectations and includes actions that will be taken as a result. Upon completion, these documents are typically stored in the employee's file, providing the employer with a complete record of an individual's past behavior.
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.
DO Consider the Structuredate of the warning.the subject of the warning letter.name of the employee.section with the details of the violation.reasons why this situation is considered a violation.disciplinary actions that the company will take.your signature.
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...?
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.
The point of discipline is to change behavior. Specifically, to change ineffective or negative behavior into effective, positive behavior. For example, if an employee routinely submits deliverables late, the goal of employer action is to get the employee to submit work deliverables on time.
Acceptable Disciplinary Actions: Acceptable disciplinary actions are verbal warning; written reprimand; suspension; and 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).