Disciplinary Action Summary Oral or Written Warnings Client Name: Date: Employee Information (Required) Last Name: First Name: Position: Supervisor Name: Warning Details Date of Warning: Type of Warning: c Oral c Written c With Immediate 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the 'Client Name' and 'Date' at the top of the form. This sets the context for the disciplinary action.
3. Fill in the 'Employee Information' section, including Last Name, First Name, Position, and Supervisor Name. Ensure accuracy as this information is crucial for record-keeping.
4. In the 'Warning Details' section, specify the 'Date of Warning' and select the type of warning: Oral, Written, or With Immediate Termination by checking the appropriate box.
5. Identify and check any relevant issues that led to this warning from the provided list, such as Absenteeism or Harassment.
6. Provide a detailed summary of the current problem or performance issue discussed, including specific dates and examples to support your claims.
7. Summarize the employee's response to ensure their perspective is documented accurately.
8. Outline a corrective action plan that will be implemented moving forward to address the issues raised.
9. Complete any additional comments or issues discussed during this meeting before proceeding to acknowledgments.
10. Ensure both employee and supervisor signatures are obtained at the end of the document for proper acknowledgment of receipt.

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