Owners and senior managers should ensure that front-line managers are familiar with the process of creating and delivering effective disciplinary documentation. Poorly written disciplinary forms or the documentation may result in employment actions that are challenged in the future.

Here are samples of steps to follow to help ensure effectively written disciplinary action documentation:

  1. Take copious notes during any investigation.
  2. Review investigative notes to ensure that they are comprehensive and factual.
  3. Ensure that participants in the investigation are treated respectfully and as confidentially as possible.

For additional information connect with the HR experts at HR 1Source for help with creating effective disciplinary action documentation or any other “people” issue that you encounter in the workplace.
Contact Ed Fabritiis, Founder and President at epfab@hr-1source.com Call Ed directly at (804) 366- 5721

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