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1. Employee Information: Basic details including employee name, ID, position, department, and supervisor
2. Incident Details: Date, time, location, and nature of the incident or violation
3. Type of Violation: Classification of the infraction (e.g., attendance, performance, conduct, safety)
4. Description of Incident: Detailed, objective account of what occurred, including specific behaviors or actions
5. Previous Warnings: Documentation of any prior disciplinary actions related to similar incidents
6. Corrective Action: Specific measures being taken (verbal warning, written warning, suspension, etc.)
7. Improvement Plan: Clear expectations and timeline for required behavioral or performance changes
8. Consequences: Description of what will happen if the behavior continues or improvements aren't made
9. Acknowledgment: Signatures of all parties involved, date, and statement of receipt
1. Union Representative Information: Required when employee is unionized and requests union representation
2. Performance History: Include when relevant to establishing pattern of behavior or contrasting with previous performance
3. Employee Response: Section for employee to provide their version of events or response to disciplinary action
4. Accommodation Requirements: Include when incident may be related to disability or need for workplace accommodations
5. Investigation Details: Required for serious incidents that involved formal investigation
6. Return to Work Plan: Include when disciplinary action involves suspension or temporary reassignment
1. Witness Statements: Attached statements from witnesses to the incident
2. Supporting Documentation: Any evidence supporting the disciplinary action (emails, photos, reports, etc.)
3. Relevant Policies: Copies of company policies that were violated
4. Performance Records: Previous performance reviews or relevant documentation
5. Training Records: Documentation of related training completed or required
6. Improvement Plan Template: Detailed template for tracking required improvements and timelines
Healthcare
Manufacturing
Retail
Technology
Financial Services
Education
Construction
Hospitality
Transportation
Professional Services
Public Sector
Energy
Telecommunications
Mining
Agriculture
Human Resources
Legal
Operations
Management
Employee Relations
Compliance
Administration
Labor Relations
HR Manager
HR Director
Department Manager
Supervisor
Team Lead
HR Business Partner
Employee Relations Manager
HR Coordinator
Operations Manager
General Manager
Project Manager
Site Manager
Department Head
Chief Human Resources Officer
HR Specialist
Compliance Officer
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