Free Disciplinary Action Checklist for Employee

1. Employee Information
Employee Name: Davion Barton
Employee ID: 12345
Position: Customer Service Representative
Department: Customer Support
Supervisor/Manager: [Your Name]
Date of Incident: October 10, 2050
Date of Review: October 15, 2050
2. Incident Details
Description of Incident: The employee was observed repeatedly arriving late to work and exhibiting unprofessional behavior towards colleagues and customers.
Date and Time of Incident: October 10, 2050, 9:15 AM
Location of Incident: Customer Support Office
Witnesses (if any): Emily Johnson, Mark Thompson
3. Policy Violations
Policies Violated:
Attendance Policy
Code of Conduct
Performance Standards
Safety Regulations
Harassment Policy
Other:
4. Previous Disciplinary Actions
Date of Last Action: September 5, 2050
Type of Action: Verbal Warning
Description of Previous Violation(s): Late arrival to work three times in August 2050.
5. Disciplinary Action Recommended
Verbal Warning
Written Warning
Final Written Warning
Suspension (length):
Termination
Other:
6. Action Justification
Reason for Disciplinary Action: Repeated lateness and unprofessional behavior, despite prior warnings, affecting team morale and customer satisfaction.
Expected Changes in Behavior/Performance: Improvement in punctuality and professional conduct during interactions with customers and colleagues.
Timeline for Improvement: Immediate improvement is required, with a follow-up review scheduled for October 30, 2050.
7. Employee Response
Employee’s Comments: "I understand that my behavior has not met expectations. I will make a concerted effort to improve my attendance and professionalism."
Date: October 15, 2050
8. Supervisor/Manager Review
Supervisor/Manager Name: [Your Name]
Date: October 15, 2050
9. Follow-Up Actions
Next Review Date: October 30, 2050
Additional Training/Support Needed: Time management workshop recommended.
Plan for Monitoring Progress: Weekly check-ins to assess improvement and provide feedback.
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Introducing the Disciplinary Action Checklist for Employee Template from Template.net! This customizable template streamlines your employee management process, ensuring consistent documentation of disciplinary actions. Easily editable in our AI Editor Tool, you can tailor it to fit your organization's needs. Simplify compliance and maintain clear records with this essential HR resource!
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