Documentation and Record Retention


Documentation and Record Retention

DOs of “Written” Counseling

Do…     Specify date, time, and location of infraction and the specific nature of the infraction.

Do…     Check the employee’s history. Warnings should be sequential and include the steps of progressive discipline.

Do…     State the next step of discipline should the employee repeat the infraction (i.e. final written warning or further disciplinary action up to and including termination).

Do…     Ask the employee to sign the warning form. Should the employee refuse to sign, you may write “employee refused to sign” in the space and have a witness initial that the employee received a copy of the notice.

For more information, or to schedule this session, please call (417) 894-3667.

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