1. Import into your account
Open your disciplinary form template example and then click on ‘use template’ to begin using your free disciplinary form template.
Disciplinary Form Template
Facing problems within the company and among employees is always likely. Therefore, having a professional action plan is vital, and a disciplinary form template can be an easy way to keep records.- Keep records of the actions
- Have easy access to the file in case of any legal case
- Having proof of the violation
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About this disciplinary form template
A free disciplinary action form is an online tool that helps businesses gather information about any issues related to employees. It is a document used to address a disciplinary issue. This form contains crucial parts to collect essential data.
- Employee name
- Job title and department
- Manager name
- Date and Location
- Detailed description of the incident (asking for any possible evidence and witnesses)
- Type of disciplinary action
- Consequences
- Signature from both HR and the employee
- Consent
What should I ask in a disciplinary form?
The primary focus of the disciplinary form is to keep track of any possible rule-breaking by the employees and to keep a record that also includes the employee. Here are examples of questions you can add to your disciplinary form template for free:
- What happened on the given date and location?
- Are you aware of the company's specific policy?
- Can you explain your part of the story?
- What are the reasons behind this incident?
- Are there any other parts that you would like to add?
- Do you have any proof or witnesses?
- Why do you think your part can be considered the ‘right’ side?
- Do you consider this incident to be based on a previous experience?
- At any given point, did you receive training regarding the rules of this workplace?
- What do you think the outcome of this incident will be for your part?
Who uses a disciplinary form?
Disciplinary form is not only a good tool for companies or organizations, but it can also be used in various places.
HR professionals
HR professionals are always in touch with related issues regarding their workplaces; they always have a disciplinary form for any unfortunate events, such as violations of company policies or inappropriate conduct.
Educational institutions
Any educational institution can use a disciplinary form based on the targeted age. The form can be used to collect information from minor incidents to more serious ones. Based on the schools' or any related institutions' rules, procedures, such as warnings or detentions, can be set.
Organizations
Almost every membership-based organization has rules that breaking leads to disciplinary offense. Using the discipline process helps them to maintain the organization’s reputation and prestige.
Sport clubs
Based on the clubs’ approach to the rules, with the disciplinary form, the matter is taken into consideration, which enables the club to maintain a respectful and safe environment for its members.
Frequently asked questions (FAQs)
How can I change the design of this template?
You can change the design of the template by going to the Design tab and choosing a theme, adjusting the font size, and modifying the text format. You can resize the submit button or add a picture field. You can add a signature, date, and consent part as you like while changing the colors of the form.
Are disciplinary forms customizable based on department or position?
Yes, based on your workplace and the rules of the company, you can change the form as you wish. You can add terms and conditions, as well as an ethical framework, which will help people understand the rules and principles.
Can I use this form multilingually?
Yes, you can use this form in multiple languages. Go to your Pro or Premium account, the ‘language’ part, click on ‘add translation’ to add the language as you wish. You can check the multilingual forms to see the steps clearly.
Is it possible to connect other apps to this template?
Yes, it is possible to connect other apps to this template. You can add Discord, WhatsApp, Google, or Microsoft, and any other programs to your template with a quick and easy way.
Use this disciplinary form template
A disciplinary form can serve as a legal basis; therefore, all information must be collected in detail and accurately. By following these steps, you can start to use your sample disciplinary action form.
2. Customize as you like
Customize your form with options to add related questions, receive an email notification when the form is sent, and many more.
3. Share it on all channels
Change your form's URL to share it with your employees, adjust the access level, generate a QR code, and add it to your workplace’s website.
Related templates you might like
If you are in need of similar forms for disciplinary forms or work-related ones, you can check these free templates as well, for your immediate use!
Want a custom disciplinary form?
Based on your business type, you can change the template to suit you. While the pre-made form provides you with a general-purpose, you can always customize it.
Smooth intake process for everyone
Check these among the few advanced features to use them easily in your preferred form right away.
Conditional logic
Show or hide your questions based on the given answer to be able to collect the needed information from the participant, rather than unnecessary ones.
Add logo & cover
Add your business’s logo to your form to make it look more professional and unique. Also, add your cover to the form to make it more personalized.
Multiple pages
Have multiple pages to give a chance for the participant to have a break in between, and also not make them rush.
User permission
Give the participants permission based on their title and the relation to the issue to access the farm.
Legal fields
You can add the legal parts to your form so that your business does not face any kind of legal challenge in the future regarding the problem.
Email notifications
After form submission, receiving an email notification ensures both sides stay updated regarding the issue, and no information is lost.