This template provides HR professionals with a ready-to-use structure for creating a progressive discipline policy tailored to their organization. It supports a fair, consistent, and documented approach to addressing performance and conduct concerns while allowing organizations to adapt the policy to local laws and workplace requirements.
Included in this resource:
- Definitions of progressive discipline, misconduct, performance issues, and gross misconduct
- Guiding principles covering equal treatment, corrective rather than punitive action, documentation, and confidentiality
- Four-step progressive discipline process covering verbal warning, written warning, final warning or suspension, and termination
- Guidance on escalation criteria, active warning periods, and circumstances that may justify moving directly to a later stage
- Serious misconduct and immediate action section covering suspension, investigation, and possible termination
- Documentation and record-keeping guidance, including required case information and secure storage expectations
- Roles and responsibilities for managers, HR, and employees
- Employee rights, appeal provisions, representation where applicable, and anti-retaliation protections
- Policy review guidance and editable placeholders for organization-specific details, timeframes, examples, and applicable laws


