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This editable Disciplinary Action Template (Word) helps you document workplace issues with clarity, consistency, and care. Whether you're coaching a team member or issuing a final warning, this form guides you through each step of the progressive discipline process—so expectations are clear and accountability is fair.
Built for small businesses and HR teams who value structure and empathy, the template includes:
Progressive Action Levels: Choose from Coaching, Conduct Advisory, Formal Accountability, Final Warning, or Termination—each with space to explain the context and next steps.
Reason for Write-Up: Use the dropdown to select the area being addressed—Policy, Conduct, Safety, Attendance, and more—with a dedicated space to describe the specific issue.
Behavioral Goals & Support Plan: Ensure your company is taking proactive steps to prevent recurrence. This section helps you outline clear expectations, support resources, and measurable goals for improvement.
Employee Response Section: Invite dialogue and transparency by allowing the employee to share their perspective.
Clean, Professional Layout: Easy to edit, easy to read, and designed to keep documentation consistent across your team.
This editable Disciplinary Action Template (Word) helps you document workplace issues with clarity, consistency, and care. Whether you're coaching a team member or issuing a final warning, this form guides you through each step of the progressive discipline process—so expectations are clear and accountability is fair.
Built for small businesses and HR teams who value structure and empathy, the template includes:
Progressive Action Levels: Choose from Coaching, Conduct Advisory, Formal Accountability, Final Warning, or Termination—each with space to explain the context and next steps.
Reason for Write-Up: Use the dropdown to select the area being addressed—Policy, Conduct, Safety, Attendance, and more—with a dedicated space to describe the specific issue.
Behavioral Goals & Support Plan: Ensure your company is taking proactive steps to prevent recurrence. This section helps you outline clear expectations, support resources, and measurable goals for improvement.
Employee Response Section: Invite dialogue and transparency by allowing the employee to share their perspective.
Clean, Professional Layout: Easy to edit, easy to read, and designed to keep documentation consistent across your team.