40 Best Disciplinary Action Form Templates

1. Define objective and scope
Clearly state the purpose of the disciplinary action form and the incident or behavior it covers. Include the relevant policy references and the potential consequences to guide consistent handling.

2. Include clear sections and required information
Design the template with predefined fields for date, employee details, incident description, policy violated, witnesses, action taken, and supervisor signature. Add checkboxes or dropdowns to standardize entries and reduce ambiguity.

3. Ensure compliance and privacy safeguards
Incorporate privacy considerations by limiting access to this form to authorized personnel and outlining data retention timelines. Include guidance on documenting evidence and providing the employee with an opportunity to respond.