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Discipline and Documentation for Managers
Learn how to identify and address disciplinary issuesPreview the first lesson free — get full access to all 13 lessons.
Essential Provider : KnowledgeCity 5 chapters · 13 Lessons · 48m in English, Spanish
Course Description
Pursuing disciplinary action against an employee can be a delicate and challenging process. If it’s not handled with care and professionalism, it can pose risks to the manager, Human Resources, and the company. Documentation is an essential part of discipline. Well-maintained documentation can simplify tasks, provide clarity in processes, and serve as a foundation for training and onboarding. So it’s vital for managers to be aware of how significantly documentation aids discipline as well as the roles that HR can play to help them in the process.
In this course, we’ll cover the various types of performance, behavior, and noncompliance issues that warrant discipline; this includes varying degrees of discipline, from a verbal warning to termination. We’ll also discuss potential challenges and how to overcome them. You’ll learn about clear communication, employee involvement, and performance improvement plans. By the end of this course, you will be able to approach discipline with confidence and professionalism.
What You'll Learn
- Understand the disciplinary review process and the various degrees of discipline, from verbal warning to termination
- Identify employee performance, behavior, and noncompliance issues that warrant discipline
- Apply documentation and discipline procedures to support fair, professional disciplinary action
- Communicate clearly and ensure employee involvement throughout the disciplinary process
- Establish a performance improvement plan to address employee performance issues
- Recognize the role Human Resources plays in supporting managers through discipline
Key Takeaways
- Documentation is an essential part of discipline, simplifying tasks, providing clarity, and serving as a foundation for training and onboarding.
- Disciplinary action can pose risks to the manager, Human Resources, and the company if it is not handled with care and professionalism.
- Discipline covers performance, behavior, and noncompliance issues and ranges from a verbal warning to termination.
- Clear communication, employee involvement, and performance improvement plans help managers handle discipline effectively.
- Timeliness, objectivity, and consistency are important principles when managing employee discipline.
Frequently Asked Questions
Who is this course for?
It is designed for managers who may need to pursue disciplinary action against employees and want to handle the process with care and professionalism, with support from Human Resources.
What topics does the course cover?
It covers the disciplinary review process, types of performance, behavior, and noncompliance issues that warrant discipline, varying degrees of discipline from verbal warning to termination, documentation and discipline procedures, involving Human Resources, clear communication, employee involvement, and performance improvement plans.
What will I be able to do after completing this course?
By the end of the course, you will be able to approach discipline with confidence and professionalism.
Why is documentation emphasized in this course?
Because documentation is an essential part of discipline; well-maintained documentation can simplify tasks, provide clarity in processes, and serve as a foundation for training and onboarding.
How is the course structured?
The course is organized into lessons including Introduction; Managers and Employee Discipline; Documentation and Discipline Procedures; Involving Human Resources; Timeliness, Objectivity, and Consistency; Employee Performance; Employee Non-compliance; Potential Challenges and Dangers; Communicating Clearly; Ensuring Employee Involvement; Establishing a Performance Improvement Plan; Moving Forward; and Conclusion.
