Part I: Mastering the Write-Up Tool
1Progressive Discipline and Its Legal Considerations
2Disciplinary Levels, Subjects, and Prior Notifications
3Incident Descriptions and Performance Improvement Plans
4Consequences, Rebuttals, and Employee Acknowledgments
5Commonly Asked Questions and Practical Answers to Tricky Employee Relations Issues
6About the 101 Sample Write-Ups
Part II: Disciplining the Probationary Employee
#1–3Disciplining the Probationary Employee
#4–6Disciplining the Probationary Employee: Extending the Length of Probation
#7–9Performance Problems That Arise Right After the New Hire’s Probationary Period Ends
Part III: Policy and Procedure Violations
#10Inappropriate Interviewing Questions
#11, 12 Failure to Follow Departmental Policies and Procedures
#13Excessive Personal Telephone Calls
#14Software Piracy (Unauthorized Installation)
#15Unauthorized Use of Company Equipment, Time, Materials, or Facilities
#16Unauthorized Removal of Company Files
Bonus Sample—Employee Time Card Falsification
#17Leaving the Work Site During a Regularly Scheduled Shift
#18Working Unauthorized Overtime
#19Disclosure of Confidential Information About the Company or Its Customers
#20Failure to Follow Company Dress Code
#22Unauthorized Release of References to Prospective Employers
#23Email Misuse (Nonwork-Related Usage)
Bonus Sample—Email Misuse (Racially Influenced and Distasteful Messaging)
Bonus Sample—Personal Cell Phone Use
#24Off-Duty Conduct and “Moonlighting”
Part IV: Performance Transgressions
#25–31 Substandard Work Performance
#32Substandard Customer Service
Bonus Sample—Substandard Sales Performance (Extension of Final Written Warning)
#36, 37 Unwillingness to Perform Properly Assigned Work
#38Recurring Negligence and Thoughtlessness
Bonus Sample: Improper Cash Handling (Dual Custody Violation)
#39, 40 Acts Resulting in Loss to the Employer
#41, 42 Slow or Inefficient Production
#43, 44 Failure to Observe Working Schedule, Including Rest and Lunch Periods
#45Sleeping on the Job (Written Warning)
Bonus Sample—Sleeping on the Job (Final Written Warning)
#46Failure to Learn New Material During Training
Bonus Sample—Failure to Retain Information After Training
#47High Error Factor and Scrap Rate
#48Falsification of Employer Records
#49, 50 Lack of Communication with Supervisor
Bonus Sample—VP-Level Substandard Performance and Conduct
Bonus Sample—Unacceptable Skip-Level Findings (Director Level)
Bonus Sample—Substandard Project Management (Director Level)
Part V: Behavior and Conduct Infractions
#51Profane Language in the Workplace and Insubordination
#54, 55 Insubordination and Substandard Work Performance
#56, 57 Misconduct, Fighting, and Horseplay
#62Creating an Intimidating Work Environment
Bonus Sample—Social Media Cyberbullying
#63Veiled or Direct Threats of Violence
#64–66Antagonistic Behavior Toward a Coworker
#68–70Intoxication During Work Hours
#71Drug-Related Impairment During Work Hours
Bonus Sample—Failure to Disclose Coworker Inebriation
#74Character Assassination and Defamation
Bonus Sample—“Locker Room” Banter
Part VI: Absenteeism and Tardiness
#75Excessive, Unscheduled Absence: “No Fault” System
#76, 77 Excessive, Unscheduled Absence
#78, 79 Pattern of Excessive, Unscheduled Absence
#80Excessive, Unscheduled Absence: “Excuse-Based” System
Bonus Sample—FMLA Abuse: Failure to Provide Appropriate Medical Documentation
Bonus Sample—FMLA Abuse: Failure to Follow the Terms of the Medical Certification
Bonus Sample—FMLA Abuse: Failure to Consult HR Regarding Leave Request
Bonus Sample—Failure to Engage in the ADA Interactive Process
#84, 85 Discharge for Cause: Substandard Performance
#86Employee Fails to Report to Work on First Day; Company Rescinds Its Employment Offer
#87Summary Discharge: Falsification of Company Records
#88Summary Discharge: Employee Time Card Fraud
Bonus Sample—Supervisory Time Card Manipulation
#89Summary Discharge: Loss of Current Weapons License
#90Summary Discharge: Possession, Sale, or Being Under the Influence of Alcohol or Illegal Substances
Bonus Sample—Medical Marijuana Misuse
#91Summary Discharge: Failure to Pass Certification Exam
#92Summary Discharge: Terminating an Employee Without Corporate Approval
#93Summary Discharge: Misconduct at Company Holiday Party
#94Summary Discharge: Threatening a Coworker with Bodily Harm
#95Summary Discharge: Terminating the Probationary Employee
#96Letter Confirming Acceptance of an Employee’s Verbal Resignation
#97Summary Discharge: Acceptance of Gratuities
#98Summary Discharge: Insubordination (Inappropriate and Undermining Behavior)
Bonus Sample—Insubordination (Violent Employee Reaction)
Bonus Sample—Social Media Misuse
#99Secretarial Layoff: No Severance
#100Director-Level Layoff, Including Severance Package, Outplacement, and Appropriate Legal Release
Selected Additional Titles from the Society for Human Resources Management (SHRM®)
Other Best-Selling books by Paul Falcone
Ready-to-use materials to help create employee write-ups for your organization are available to purchasers of this book at: www.amacombooks.org/go/SampleWriteUps3rdEd.
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