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MANAGING EMPLOYEE PERFORMANCECorrective Action & Disciplinary Process Checklist Manager: Employee Name:Position Title:Hire Date:Bargaining Unit: Investigatory MeetingProcess per UM PolicyDocumentation
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How to fill out corrective action amp disciplinary:

01
Start by clearly identifying the issue or problem that necessitates corrective action. This could involve employee misconduct, poor performance, or violation of company policies or procedures.
02
Gather all relevant evidence and documentation related to the issue. This may include witness statements, performance reviews, attendance records, or any other supporting materials.
03
Carefully review the company's policies and procedures regarding corrective action and disciplinary measures. Familiarize yourself with the steps that need to be followed, as well as any specific forms or documents that need to be completed.
04
Use the designated form or template provided by your organization to document the corrective action and disciplinary process. This form typically includes sections to record details such as the employee's name, date of the incident, nature of the issue, actions taken, and expected outcomes.
05
Begin by providing a brief description of the incident or issue that occurred, ensuring that the information is clear, concise, and objective.
06
Clearly state the actions that will be taken to address the problem. This may include verbal warnings, written warnings, suspension, or termination, depending on the severity of the issue and your company's policies.
07
Outline the expected outcomes and goals of the corrective action. This could involve setting specific targets or expectations for the employee to meet within a certain time frame.
08
If necessary, provide details about any additional steps or requirements that the employee needs to fulfill during the corrective action period. This could include attending training programs, seeking counseling, or completing specific tasks.
09
Include a section for both the employee and the supervisor to sign and date the form, indicating that they have reviewed and understood the contents.
10
Retain a copy of the completed form in the employee's personnel file for future reference or potential legal purposes.

Who needs corrective action amp disciplinary?

01
Employees who have engaged in misconduct or violated company policies or procedures may require corrective action and disciplinary measures.
02
Poor performance or habitual underperformance can also necessitate corrective action and disciplinary action.
03
Depending on the severity of the issue, corrective action and disciplinary measures may be needed for individuals at all levels of the organization, from entry-level employees to managers or executives who have breached ethical or professional standards.
04
The specific circumstances and company policies will ultimately determine who needs corrective action and disciplinary measures in each case.
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Corrective action and disciplinary refers to the process of addressing and resolving employee performance issues or misconduct through actions such as warnings, suspensions, or terminations.
Employers are typically required to document and file corrective action and disciplinary actions taken against employees.
Corrective action and disciplinary forms are usually filled out by supervisors or HR personnel, documenting the details of the issue, the actions taken, and any agreements or consequences.
The purpose of corrective action and disciplinary measures is to address and improve employee behavior or performance, maintain a positive work environment, and enforce company policies.
Information such as the nature of the issue, dates of incidents, details of discussions or actions taken, and any supporting documentation should be reported on corrective action and disciplinary forms.
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