Disciplinary Action Checklist for Employee Template

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:

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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