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Appendices
by Terry L. Fitzwater
The Manager's Pocket Guide to Documenting Employee Performance
Cover
Title
Copyright
Dedication
Table of Contents
Foreword
Preface
Introduction
The Purpose of the Guidebook
How to Use the Guidebook
Worksheet: Employer Audit to Assess Liability
1. The Essential Definitions
Discipline
Discussion
Documentation
Coaching
Worksheet: The Manager’s Coaching Self-Profile
Due Process
Employment at Will
2. Discipline: The Basics
Recognizing the Need for Discipline
Utilizing a Four-Step Process
Exercise: The Case of John Wasastar
Working Through the Phases of Discipline
Providing Quality Feedback
3. Administering Discipline: The Rules
Disciplinary Ground Rules
The Ground Rules as Legal Safeguards
4. The Performance Counseling Session
The Purpose of the Session
Session Preparation, Format, and Follow-Up
Handling Feedback and Reactions to Feedback
Gaining Commitment to Change
Form: Performance Enhancement Plan
5. Documentation
Documenting Discipline: Your Primary Goal
Options: Letter Format or Action Form
Sample: Disciplinary Action Form: Simplified
The Letter Format
The Disciplinary Action Form
Sample: Disciplinary Action Form: Detailed
The Effective Use of Language
Exercise: Disciplinary Action Form
6. Termination: Procedure and Documentation
Performance-Related Termination
Immediate Termination
Pitfalls and Pratfalls of Termination
7. Specific Problems and Solutions
Absenteeism and Tardiness
Physical Acts of Violence: Fighting
Harassment
The Best Solution: People First
Appendices
Appendix A: A Ready Reference
Appendix B: Optional Exercises
Index
About the Author
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The Best Solution: People First
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Appendix A: A Ready Reference
Appendices
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