Employee Disciplinary Record
A running record of disciplinary matters, with incidents, hearings, sanctions and outcomes. Word and Excel.
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What’s Included in This Resource
Every resource on The Office File provides a complete toolkit rather than an empty, unhelpful document shell:
- Editable Microsoft Word (.docx) template (182 KB)
- Printable PDF version (95 KB)
- Matching Excel workbook: Excel workbook (.xlsx)
Sample included: Example: Employee Disciplinary Record in use. Tracking disciplinary matters over time: incidents, evidence, hearings, sanctions and outcomes, in a printable form and a register workbook.
How to Use This Template
Follow these practical steps to customize and roll out this procedure with your team:
1. Record the incident
Write the date, employee, and a factual description of what happened.
2. Add evidence and hearing details
List the evidence and record the hearing date and who attended.
3. Record the outcome
Write the sanction or outcome, any follow-up actions and their owners.
4. Keep the record up to date
Update the status as follow-up actions are completed and file the form with the case notes.