Iowa Manager's Checklist for Final Discipline

State:
Multi-State
Control #:
US-AHI-085
Format:
Word
Instant download

Description

This AHI checklist is used to record the discipline problem, actions taken, and future actions to be taken (such as a follow-up to see if the problem was corrected).
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FAQ

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.

In private, explain the reasons for the reprimand or the source of the objections to the employee's unprofessional behavior. For example, if a client called you to report one of your staff members behaving inappropriately on a job site, tell the employee what you heard and ask for an explanation.

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.

Verbal warnings are one of the most common types of discipline at the workplace and are typically the first step in a progressive series of disciplinary measures. In most small businesses, supervisors of the employee regardless of that employee's status issue verbal warnings.

For employees with a bad attitude, first, address the issue verbally. Then in written form, if no improvement is made. Give them a period of time to correct the behavior and have a follow-up meeting scheduled. If no improvement is made, issue a final warning, with termination being the outcome for no improvement.

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...?

First, Joel's tips:Properly document toxic behavior.Don't procrastinate, but don't jump the gun either.Act decisively.Always listen to feedback from the workplace.Surface the toxic behavior at the very next employee performance review meeting.Give the toxic employee a definitive time period in which to improve.More items...?

11 Things You Should Never Say When Firing an EmployeeThis is really hard for me.I'm not sure how to say this.We've decided to let you go.We've decided to go in a different direction.We'll work out the details later.Compared to Susan, your performance is subpar.More items...?

No Naysayers Here: How to Fire a Toxic EmployeeSchedule a meeting to review the behavioral problem.Outline the problem in explicit, specific terms.Is this the first time you have had to address this problem?Acknowledge those accomplishments.Don't be defensive.Document it.Hold follow-up meetings.More items...

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...?

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Iowa Manager's Checklist for Final Discipline