Progressive Disciplinary Action

Progressive Disciplinary Action

This guide provides a quick overview of WellHaven's progressive disciplinary process. For complete requirements and procedures, please review the full SOP.


Quick Decision Guide

Question Next Step
Initial or minor performance or conduct concern? Verbal Warning
Verbal warning has not resulted in improvement? First Written Warning
Prior corrective actions have not resulted in sustained improvement? Final Written Warning
Performance concerns need additional structure and support? Consult HR regarding a PIP
Considering involuntary termination? HR Review Required

Verbal Warning
Initial or minor performance or conduct concerns.


Documentation Required
Written Warnings
Used when improvement has not occurred or formal corrective action is needed.

HR Review & Documentation Required
Termination
No involuntary termination may move forward without HR review and approval.

HR Review & Documentation Required

Performance vs. Conduct

Performance Issues Conduct Issues
  • Job expectations
  • Productivity standards
  • Quality of work
  • Competencies
  • Role responsibilities
  • Behavior
  • Professionalism
  • Policy violations
  • Workplace standards
  • Safety or compliance concerns

Human Resources will partner with leaders in determining whether an issue should be addressed as a performance concern, a conduct issue, or a combination of both.

Progressive Discipline Process

Step Purpose
Verbal Warning Initial or minor performance or conduct concerns.
First Written Warning When a verbal warning has not resulted in improvement or a formal corrective step is warranted.
Final Written Warning When prior corrective actions have not resulted in sustained improvement or concerns are serious enough to warrant a final step before termination.
Performance Improvement Plan Used when HR determines additional structure, clarity, and support are appropriate.

Steps may be repeated, combined, or skipped depending on severity and circumstances.

Documentation & Paycom Upload Names

Document Upload Name
Verbal Warning Verbal Warning
First Written Warning First Written Warning
Final Written Warning Final Written Warning
Performance Improvement Plan Performance Improvement Plan
Involuntary Termination Summary Involuntary Termination Summary

Key Reminders

  • No involuntary termination may move forward without HR review and approval.
  • All PIPs must be developed in collaboration with Human Resources.
  • Disciplinary conversations should be conducted with two leaders present whenever possible.
  • Employee acknowledgment confirms the information was reviewed and discussed; it does not indicate agreement.
  • Managers may not keep unofficial or duplicate personnel files.

Templates & Resources