Create a professional, compliant disciplinary notice that documents workplace incidents, establishes clear expectations, and protects your organization. Follow HR best practices with our comprehensive template.
A disciplinary action notice is a formal document that records employee misconduct or performance issues and outlines specific corrective measures. This essential HR document creates a clear record of workplace incidents, expectations for improvement, and potential consequences of continued issues.
This template helps managers and HR professionals create formal documentation of employee disciplinary issues. It's designed to: document specific incidents or patterns of behavior, outline performance expectations, detail corrective actions required, and specify consequences for non-compliance. The notice serves as both a warning and a development tool to help employees understand and address workplace concerns.
Use this disciplinary action notice when:
Follow these steps to create an effective disciplinary action notice:
This template is valuable across various situations:
Follow these guidelines for effective notices:
Adapt the template for different scenarios:
Organizations report improved outcomes when using proper disciplinary documentation:
Issue a written notice after verbal warnings prove ineffective, or immediately for serious infractions that violate company policy or law.
Include specific details of the incident(s), relevant policies, expected corrections, timeline for improvement, and consequences of non-compliance.
It's best practice to have an HR representative or another manager present when delivering disciplinary notices.
Maintain records for at least 3 years after employment ends, or longer if required by local laws or company policy.
Yes, but note their refusal on the document and have a witness sign confirming the notice was delivered.