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FACT SHEET TOPIC:Discipline ChecklistPrior to taking disciplinary action against an employee, it is suggested that a supervisor reflect upon the employees overall performance, agency policy, and other

How to fill out pre-discipline checklist

How to fill out a pre-discipline checklist:

1. Start by reviewing the purpose of the pre-discipline checklist. Understand that it is a tool used to evaluate an employee's behavior, performance, and conduct before taking disciplinary action.
2. Familiarize yourself with the specific requirements and components of the checklist. It typically includes sections such as employee information, details of the incident or behavior in question, witness statements, and supporting evidence.
3. Gather all relevant information and documentation related to the incident. This may include incident reports, witness statements, performance evaluations, and any other relevant documents.
4. Begin filling out the checklist by providing the employee's personal and contact information. Include their full name, job title, employee number, department, and contact details.
5. Proceed to describe the specific incident or behavior that necessitates the use of the pre-discipline checklist. Be objective and factual, avoiding personal opinions or biases.
6. If applicable, include witness statements or any other supporting evidence that corroborates your account of the incident. Ensure that all witness statements are included verbatim, without any alterations or modifications.
7. Evaluate the severity and consequence of the incident or behavior by assigning appropriate categories or levels. This may include categories such as minor, moderate, or severe, or levels such as first offense, repeat offense, or egregious misconduct.
8. If applicable, outline any previous counseling or disciplinary actions taken towards the employee. This helps provide a comprehensive overview of their behavioral or performance history.
9. Review the checklist for completeness and accuracy. Ensure that all necessary sections are filled out, and double-check for any errors or omissions.
10. Obtain any required signatures or approvals, as per your organization's policy. This may involve getting the employee's acknowledgment, supervisor's approval, or any other relevant parties involved in the disciplinary process.

Who needs a pre-discipline checklist?

1. Employers or managers who want to ensure a fair and thorough evaluation process before implementing disciplinary action.
2. Human resources personnel responsible for managing employee disciplinary processes within an organization.
3. Employees who wish to have a clear understanding of the incident or behavior that led to disciplinary action and its implications on their employment.

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