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1. Employee Information: Basic details including employee name, position, department, and employment start date
2. Incident Details: Specific information about the incident(s) including date, time, location, and nature of the misconduct or performance issue
3. Policy Breach: Reference to specific company policies, procedures, or employment agreement terms that have been breached
4. Previous Warnings: Documentation of any prior warnings or disciplinary actions related to similar issues
5. Improvement Required: Clear statement of expected behavior or performance standards and specific actions required to address the issue
6. Consequences: Description of potential consequences if the required improvements are not made or if further breaches occur
7. Employee Response: Space for recording the employee's explanation, response, or mitigating circumstances
8. Action Plan: Specific steps and timeline for addressing the issue, including support or training to be provided
9. Signatures: Space for signatures of all parties involved, including employee, manager, and HR representative
1. Union Representative: Section for union representative details and comments, required when employee has union representation
2. Support Person: Details of employee's support person present during disciplinary meeting
3. Health and Safety Impact: Assessment of any health and safety implications, required when incident involves safety violations
4. Performance Metrics: Specific performance data and targets, needed for performance-related disciplinary actions
5. Cultural Considerations: Documentation of any cultural factors considered in the disciplinary process
6. Rehabilitation Plan: Detailed plan for cases involving substance abuse or mental health considerations
1. Appendix A - Evidence: Copies of relevant evidence supporting the disciplinary action (e.g., incident reports, witness statements, CCTV footage)
2. Appendix B - Relevant Policies: Copies of company policies or procedures relevant to the disciplinary action
3. Appendix C - Previous Warnings: Copies of any previous written warnings or disciplinary documentation
4. Appendix D - Performance Data: Supporting performance metrics, reports, or documentation when relevant
5. Appendix E - Meeting Minutes: Minutes or notes from disciplinary meetings and discussions
6. Appendix F - Training Records: Relevant training records or certificates showing employee's awareness of requirements
Healthcare
Education
Retail
Manufacturing
Professional Services
Technology
Construction
Hospitality
Financial Services
Public Sector
Transportation
Agriculture
Mining
Telecommunications
Non-Profit
Human Resources
Legal
Operations
Senior Management
Employee Relations
Compliance
Industrial Relations
People & Culture
Human Resources Manager
HR Director
HR Business Partner
Employee Relations Manager
Department Manager
Line Manager
Supervisor
Team Leader
Operations Manager
General Manager
Chief Human Resources Officer
Compliance Officer
Legal Counsel
Managing Director
CEO
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