|
Our Business Owner's ToolKit provides valuable on-line information for today's small business manager. Browse away ... we're certain you'll find information to make your business more successful. |
| Employee Discipline Documentation Form |
| When you are required to take disciplinary action against an employee, it
is essential to create and keep a good record of what steps have been taken. A good record
will contain: details of the incident or conduct that led to the disciplinary action, the
objective circumstances surrounding your meeting with the employee, and what you
communicated regarding your expectations about the employee's future conduct. Such a record can serve many purposes. If you have a workforce where disciplinary problems come with the territory, it can help you keep each employee's record straight. Use of a consistent format that demonstrates even-handed application of your policies can be strong evidence that your actions are not the result of discrimination. And, if an employee doesn't work out despite your best efforts, you will have built a substantial written case demonstrating why it was necessary to terminate the employee. Here's a simple form that you can use to document the disciplinary action that you have taken. Remember that your records will be most useful if you promptly complete a disciplinary action form every time you have to take action, whether it takes the form of a conversation or a formal written notice. |
|
 |
|
|
||
|
Employee Discipline Documentation Form
Employee Information Name of Employee:__________________________________________________________ Employee's Job Title: ________________________________________________________ Incident Information Date/Time of Incident:________________________________________________________ Location of Incident:_________________________________________________________ Description of Incident:_______________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Witnesses to Incident:________________________________________________________ Was this incident in violation of a company policy? Yes No If yes, specify which policy and how the incident violated it. ___________________________ ____________________________________________________________________ ____________________________________________________________________ Action Taken What action will be taken against the employee?____________________________________ ____________________________________________________________________ ____________________________________________________________________ Has the impropriety of the employee's actions been explained to the employee? Yes No Did the employee offer any explanation for the conduct? If so, what was it? ______________ _____________________________________________________________ ________________________________________________________________________________________________________________________________________ Signature of person preparing report:____________________________________________ Date: __________________________________________________
|
||
Printer friendly version
