Book description
Managers may dread dealing with performance problems, but this sanity-saving guide by HR expert Paul Falcone is here to help. Revised to reflect the latest developments in employment law, the third edition of 101 Sample Write-Ups for Documenting Employee Performance Problems explains the disciplinary process and provides ready-to-use documents that eliminate the stress and second-guessing about what to do and say. These expertly crafted, easily customizable write-ups address:
- Absenteeism
- Insubordination
- Sexual harassment
- Drug or alcohol abuse
- Substandard work
- Email and phone misuse
- Teamwork issues
- Managerial misconduct
- Confidentiality breaches
- Social media abuse
- And more
With a focus on getting employees back on track, each sample document includes an incident description, a performance improvement plan, outcomes and consequences, and a section for employee rebuttal.
Whether you’re addressing an initial infraction or handling termination-worthy transgressions, this trusted resource ensures every encounter remains clear, fair, and—most importantly—legal.
Table of contents
- Cover
- Half title
- Title
- Acknowledgments
- Contents
- Introduction
-
Part I: Mastering the Write-Up Tool
- 1 Progressive Discipline and Its Legal Considerations
- 2 Disciplinary Levels, Subjects, and Prior Notifications
- 3 Incident Descriptions and Performance Improvement Plans
- 4 Consequences, Rebuttals, and Employee Acknowledgments
- 5 Commonly Asked Questions and Practical Answers to Tricky Employee Relations Issues
- 6 About the 101 Sample Write-Ups
-
Part II: Disciplining the Probationary Employee
- #1 Disciplining the Probationary Employee
- #2 Disciplining the Probationary Employee
- #3 Disciplining the Probationary Employee
- #4 Disciplining the Probationary Employee: Extending the Length of Probation
- #5 Disciplining the Probationary Employee: Extending the Length of Probation
- #6 Disciplining the Probationary Employee: Extending the Length of Probation
- #7 Performance Problems That Arise Right After the New Hire’s Probationary Period Ends
- #8 Performance Problems That Arise Right After the New Hire’s Probationary Period Ends
- #9 Performance Problems That Arise Right After the New Hire’s Probationary Period Ends
-
Part III: Policy and Procedure Violations
- #10 Inappropriate Interviewing Questions
- #11 Failure to Follow Departmental Policies and Procedures
- #12 Failure to Follow Departmental Policies and Procedures
- #13 Excessive Personal Telephone Calls
- #14 Software Piracy (Unauthorized Installation)
- #15 Unauthorized Use of Company Equipment, Time, Materials, or Facilities
- Bonus Sample—Lost Equipment
- #16 Unauthorized Removal of Company Files
- Bonus Sample—Employee Time Card Falsification
- #17 Leaving the Work Site During a Regularly Scheduled Shift
- #18 Working Unauthorized Overtime
- #19 Disclosure of Confidential Information About the Company or Its Customers
- #20 Failure to Follow Company Dress Code
- #21 Smoking on Company Grounds
- #22 Unauthorized Release of References to Prospective Employers
- #23 Email Misuse (Nonwork-Related Usage)
- Bonus Sample—Email Misuse (Racially Influenced and Distasteful Messaging)
- Bonus Sample—Personal Cell Phone Use
- #24 Off-Duty Conduct and “Moonlighting”
-
Part IV: Performance Transgressions
- #25 Substandard Work Performance
- #26 Substandard Work Performance
- #27 Substandard Work Performance
- #28 Substandard Work Performance
- #29 Substandard Work Performance
- #30 Substandard Work Performance
- #31 Substandard Work Performance
- #32 Substandard Customer Service
- #33 Safety Infractions
- #34 Safety Infractions
- #35 Lack of Sales Production
- Bonus Sample—Substandard Sales Performance (Extension of Final Written Warning)
- #36 Unwillingness to Perform Properly Assigned Work
- #37 Unwillingness to Perform Properly Assigned Work
- #38 Recurring Negligence and Thoughtlessness
- Bonus Sample: Improper Cash Handling (Dual Custody Violation)
- #39 Acts Resulting in Loss to the Employer
- #40 Acts Resulting in Loss to the Employer
- #41 Slow or Inefficient Production
- #42 Slow or Inefficient Production
- #43 Failure to Observe Working Schedule, Including Rest and Lunch Periods
- #44 Failure to Observe Working Schedule, Including Rest and Lunch Periods
- #45 Sleeping on the Job (Written Warning)
- Bonus Sample—Sleeping on the Job (Final Written Warning)
- #46 Failure to Learn New Material During Training
- Bonus Sample—Failure to Retain Information After Training
- #47 High Error Factor and Scrap Rate
- #48 Falsification of Employer Records
- #49 Lack of Communication with Supervisor
- #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
- #51 Profane Language in the Workplace and Insubordination
- #52 Poor Attitude
- #53 Insubordination
- #54 Insubordination and Substandard Work Performance
- #55 Insubordination and Substandard Work Performance
- #56 Misconduct, Fighting, and Horseplay
- #57 Misconduct, Fighting, and Horseplay
- 58 Sexual Harassment
- 59 Sexual Harassment
- 60 Sexual Harassment
- 61 Sexual Harassment
- #62 Creating an Intimidating Work Environment
- Bonus Sample—Social Media Cyberbullying
- #63 Veiled or Direct Threats of Violence
- #64 Antagonistic Behavior Toward a Coworker
- #65 Antagonistic Behavior Toward a Coworker
- #66 Antagonistic Behavior Toward a Coworker
- #67 Managerial Retaliation
- #68 Intoxication During Work Hours
- #69 Intoxication During Work Hours
- #70 Intoxication During Work Hours
- #71 Drug-Related Impairment During Work Hours
- Bonus Sample—Failure to Disclose Coworker Inebriation
- #72 Misuse of Power and Office
- #73 Union Steward Abuse
- #74 Character Assassination and Defamation
- Bonus Sample—“Locker Room” Banter
-
Part VI: Absenteeism and Tardiness
- Caution Regarding Restrictions Related to Disciplining or Terminating Employees for Attendance and Tardiness
- #75 Excessive, Unscheduled Absence: “No Fault” System
- #76 Excessive, Unscheduled Absence
- #77 Excessive, Unscheduled Absence
- #78 Pattern of Excessive, Unscheduled Absence
- #79 Pattern of Excessive, Unscheduled Absence
- #80 Excessive, Unscheduled Absence: “Excuse-Based” System
- #81 Excessive Tardiness
- #82 Excessive Tardiness
- #83 Excessive Tardiness
- 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
-
Part VII: Termination Notices
- #84 Discharge for Cause: Substandard Performance
- #85 Discharge for Cause: Substandard Performance
- #86 Employee Fails to Report to Work on First Day; Company Rescinds Its Employment Offer
- #87 Summary Discharge: Falsification of Company Records
- #88 Summary Discharge: Employee Time Card Fraud
- Bonus Sample—Supervisory Time Card Manipulation
- #89 Summary Discharge: Loss of Current Weapons License
- #90 Summary Discharge: Possession, Sale, or Being Under the Influence of Alcohol or Illegal Substances
- Bonus Sample—Medical Marijuana Misuse
- #91 Summary Discharge: Failure to Pass Certification Exam
- #92 Summary Discharge: Terminating an Employee Without Corporate Approval
- #93 Summary Discharge: Misconduct at Company Holiday Party
- #94 Summary Discharge: Threatening a Coworker with Bodily Harm
- #95 Summary Discharge: Terminating the Probationary Employee
- #96 Letter Confirming Acceptance of an Employee’s Verbal Resignation
- #97 Summary Discharge: Acceptance of Gratuities
- #98 Summary Discharge: Insubordination (Inappropriate and Undermining Behavior)
- Bonus Sample—Insubordination (Violent Employee Reaction)
- Bonus Sample—Social Media Misuse
- #99 Secretarial Layoff: No Severance
- #100 Director-Level Layoff, Including Severance Package, Outplacement, and Appropriate Legal Release
- #101 Job Abandonment
- Index
- Selected Additional Titles from the Society for Human Resources Management (SHRM®)
- About the Author
- Free Sample Chapter from 75 Ways for Managers to Hire, Develop, and Keep Great Employees by Paul Falcone
- Other Best-Selling books by Paul Falcone
- About Amacom
- Copyright
Product information
- Title: 101 Sample Write-Ups for Documenting Employee Performance Problems, 3rd Edition
- Author(s):
- Release date: July 2017
- Publisher(s): AMACOM
- ISBN: 9780814438589
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