Disciplinary Action

Run this process every time you want to open a disciplinary action against an employee

7 steps

Import this template free

Process steps

Get an initial understanding

5 days from previous step

task

**insert procedure template**Employee: {{employee-name-217345}} Department: {{employee-department-217347}} Department manager: {{department-manager-217348}}

Form fields in this step

Notes

Investigate thoroughly

5 days from previous step

task

**insert procedure template**Employee: {{employee-name-217345}} Department: {{employee-department-217347}} Department manager: {{department-manager-217348}} Notes: {{notes-217349}}

Invite the employee to a disciplinary meeting

5 days from previous step

task

**insert procedure template**Employee: {{employee-name-217345}} Department: {{employee-department-217347}} Department manager: {{department-manager-217348}} Notes: {{notes-217349}}

Conduct the disciplinary meeting

5 days from previous step

task

**insert procedure template**Employee: {{employee-name-217345}} Department: {{employee-department-217347}} Department manager: {{department-manager-217348}} Notes: {{notes-217349}}

Form fields in this step

Disciplinary meeting notes

Decide on action to take

5 days from previous step

task

**insert procedure template**Employee: {{employee-name-217345}} Department: {{employee-department-217347}} Department manager: {{department-manager-217348}} Notes: {{notes-217349}} Disciplinary notes: {{disciplinary-meeting-notes-217351}}

Confirm the outcome in writing

5 days from previous step

task

**insert procedure template**Employee: {{employee-name-217345}} Department: {{employee-department-217347}} Department manager: {{department-manager-217348}} Notes: {{notes-217349}} Meeting date: {{scheduled-meeting-date-217350}} Disciplinary notes: {{disciplinary-meeting-notes-217351}}

Right to appeal

5 days from previous step

task

**insert procedure template**Employee: {{employee-name-217345}} Department: {{employee-department-217347}} Department manager: {{department-manager-217348}} Notes: {{notes-217349}} Meeting date: {{scheduled-meeting-date-217350}} Disciplinary notes: {{disciplinary-meeting-notes-217351}}