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Disciplinary Action Notice
"I need a Disciplinary Action Notice for a retail employee who has had three instances of tardiness in January 2025, following a verbal warning, and I want to include specific performance improvement metrics with a 30-day review period."
1. Employee Information: Employee's full name, position, department, employee ID, and length of service
2. Date and Location: Date of the notice and location/facility where the incident(s) occurred
3. Nature of Violation: Clear description of the specific policy, rule, or performance standard that was violated
4. Incident Details: Specific details of the incident(s) including dates, times, and factual description of what occurred
5. Previous Warnings: Documentation of any previous related warnings or disciplinary actions
6. Impact Statement: Description of how the behavior affects the workplace, colleagues, or business operations
7. Required Corrections: Clear statement of expected behavior changes and specific improvements required
8. Timeline for Improvement: Specific timeframe for making the required changes and meeting expectations
9. Consequences: Clear statement of what will happen if behavior doesn't improve or violation recurs
1. Performance Improvement Plan: Detailed plan with specific goals and metrics, used when the disciplinary issue relates to performance rather than conduct
2. Training Requirements: Specific training or education requirements, included when additional training could help prevent future violations
3. Employee Assistance Program Reference: Information about available support services, included when personal issues may be contributing to the workplace issue
4. Union Representative Notice: Reference to union involvement and rights, required when employee is covered by collective agreement
5. Acknowledgment of Receipt: Section for employee signature acknowledging receipt of notice, optional but recommended for documentation purposes
1. Incident Report: Detailed report of the specific incident(s) that led to disciplinary action
2. Relevant Policies: Copies of workplace policies that were violated
3. Previous Warning Documentation: Copies of previous disciplinary notices or warnings
4. Performance Data: Relevant performance metrics or documentation when disciplinary action is performance-related
5. Witness Statements: Statements from witnesses if applicable to the incident
6. Training Plan: Detailed training requirements and schedule if additional training is required
Authors
Healthcare
Manufacturing
Retail
Financial Services
Technology
Education
Construction
Transportation
Hospitality
Professional Services
Public Sector
Mining
Agriculture
Telecommunications
Energy
Human Resources
Legal
Compliance
Employee Relations
Labor Relations
Management
Executive Leadership
Operations
Personnel Administration
Human Resources Manager
HR Business Partner
Employee Relations Specialist
Department Manager
Supervisor
Team Lead
Chief Human Resources Officer
HR Director
Personnel Manager
Labor Relations Manager
HR Coordinator
Compliance Officer
Legal Counsel
Chief Executive Officer
Operations Manager
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