101 Sample Write Ups for Documenting Employee Performance Problems 3rd Edition Paul Falcone 081443858X 9780814438589

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Product details:

• ISBN 10: 081443858X
• ISBN 13: 9780814438589
• Author: Paul Falcone

Whether you’re addressing an initial infraction or handling termination-worthy transgressions, you need to be 100 percent confident that every employee encounter is clear, fair, and most importantly, legal. Thankfully, HR expert Paul Falcone has provided this wide-ranging resource that explains in detail the disciplinary process and provides ready-to-use documents that eliminate stress and second-guessing about what to do and say. In 101 Sample Write-Ups for Documenting Employee Performance Problems, Falcone includes expertly crafted, easily customizable write-ups that address: sexual harassment, absenteeism, insubordination, drug or alcohol abuse, substandard work, email and phone misuse, teamwork issues, managerial misconduct, confidentiality breaches, social media abuse, and more! With each sample document also including a performance improvement plan, outcomes and consequences, and a section of employee rebuttal, it’s easy to see why this guide makes life for managers and HR personnel significantly easier when it comes to addressing employee performance issues.

Table of contents:

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 Sample Write-Ups
Part II: Disciplining the Probationary Employee
#1–3: Disciplining the Probationary Employee
#4–6: Disciplining the Probationary Employee: Extending the Length of Probation
#7–9: Performance Problems That Arise Right After the New Hire’s Probationary Period Ends
Part III: Policy and Procedure Violations
#10: Inappropriate Interviewing Questions
#11, 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
#25–31: Substandard Work Performance
#32: Substandard Customer Service
#33, 34: Safety Infractions
#35: Lack of Sales Production
Bonus Sample—Substandard Sales Performance (Extension of Final Written Warning)
#36, 37: Unwillingness to Perform Properly Assigned Work
#38: Recurring 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
#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, 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, 55: Insubordination and Substandard Work Performance
#56, 57: Misconduct, Fighting, and Horseplay
58–61: Sexual Harassment
#62: Creating an Intimidating Work Environment
Bonus Sample—Social Media Cyberbullying
#63: Veiled or Direct Threats of Violence
#64–66: Antagonistic Behavior Toward a Coworker
#67: Managerial Retaliation
#68–70: 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, 77: Excessive, Unscheduled Absence
#78, 79: Pattern of Excessive, Unscheduled Absence
#80: Excessive, Unscheduled Absence: “Excuse-Based” System
#81–83: 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, 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 to a Disciplinary Notice)
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

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