Disciplinary Action Checklist for Employee

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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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