WEBVTT 00:00:00.001 --> 00:00:02.509 I was really close to firing her, 00:00:02.664 --> 00:00:03.697 but, 00:00:03.836 --> 00:00:07.556 then I remembered what you said about trying to help her succeed. 00:00:07.602 --> 00:00:08.900 Did you document it? 00:00:08.915 --> 00:00:12.025 Yep. Brief and specific. And I focused on behavior. 00:00:12.071 --> 00:00:12.837 Good. 00:00:12.898 --> 00:00:14.744 Then I suggest you write her a memo 00:00:14.759 --> 00:00:16.741 confirming your follow-up plan. 00:00:16.756 --> 00:00:20.268 That way they both have documentation on her counseling. 00:00:20.563 --> 00:00:23.300 - What about Max? - Max, 00:00:23.438 --> 00:00:26.817 comes in late, hasn't delivered the report I needed last week. 00:00:26.843 --> 00:00:28.677 Doesn't seem to care. 00:00:28.801 --> 00:00:31.427 I think it's time we do more than just talk. 00:00:31.832 --> 00:00:32.958 Okay. 00:00:33.441 --> 00:00:37.442 The first action in progressive discipline is an oral warning. 00:00:37.737 --> 00:00:40.707 How is that different than an incident memo? 00:00:40.769 --> 00:00:44.723 Well first, you tell the employee it's an oral warning, 00:00:44.877 --> 00:00:47.333 and that if they don't meet your objectives, 00:00:47.348 --> 00:00:51.552 they'll be subject to further discipline, including termination. 00:00:51.784 --> 00:00:54.177 Then, you follow that up with a written memo 00:00:54.285 --> 00:00:55.981 using FOSA. 00:00:57.329 --> 00:00:58.997 Hey... you wanted to see me? 00:00:59.370 --> 00:01:01.169 Max, where have you been? 00:01:01.309 --> 00:01:04.216 Oh... I was at the library... working. 00:01:04.746 --> 00:01:07.138 Max... we've discussed this before. 00:01:07.153 --> 00:01:09.263 If you're gonna be late or out of the office, 00:01:09.279 --> 00:01:10.950 you're gonna have to clear it with me. 00:01:10.995 --> 00:01:15.231 - But, I was doing off-site research. - Which I didn't authorize... 00:01:15.496 --> 00:01:17.997 Max, this is an oral warning. 00:01:18.043 --> 00:01:20.667 Did you know that your chronic lateness has cost our department 00:01:20.694 --> 00:01:25.133 over 50 hours of productivity this month alone? 00:01:25.412 --> 00:01:28.897 Now I've suggested that you find another way to work instead of the carpool, 00:01:28.960 --> 00:01:30.960 and I've offered up Dave as a resource. 00:01:31.021 --> 00:01:33.195 - Dave's busy doing his own stuff. - Max, 00:01:33.223 --> 00:01:35.745 you must report to work by 9 AM 00:01:35.761 --> 00:01:38.702 and you must have the reports in by the due date. 00:01:38.764 --> 00:01:41.936 Any off-site work requires my approval. 00:01:41.981 --> 00:01:45.733 Now, if you're late again, or if you can't get your reports in on time 00:01:45.777 --> 00:01:48.524 then I'm gonna have to subject you to further discipline 00:01:48.540 --> 00:01:50.852 and that could include termination. 00:01:50.974 --> 00:01:52.399 Are we clear? 00:01:53.367 --> 00:01:54.852 Crystal clear. 00:01:55.289 --> 00:01:57.617 Great, I'll see you later. 00:02:03.599 --> 00:02:05.599 Email... Email... Email... 00:02:05.738 --> 00:02:09.195 Okay. Email to Max regarding oral warning. 00:02:09.663 --> 00:02:12.117 You were late to work yet again. 00:02:12.694 --> 00:02:17.039 During the past month you've been late five times. 00:02:17.319 --> 00:02:20.180 You didn't get approval to work off-site. 00:02:29.542 --> 00:02:30.961 Hey! You got a minute? 00:02:30.991 --> 00:02:32.117 Sure! 00:02:32.177 --> 00:02:34.820 - What's wrong? - Well, you know how I gave 00:02:34.848 --> 00:02:36.414 Max an oral warning... 00:02:36.429 --> 00:02:36.961 Yah. 00:02:37.021 --> 00:02:40.164 Well, I just spoke to him about his work. 00:02:40.710 --> 00:02:41.977 Hey Max? 00:02:42.241 --> 00:02:43.508 Uh...yeah? 00:02:43.617 --> 00:02:47.711 Do you have Section 1 of that report for me? I didn't see it in my inbox. 00:02:47.757 --> 00:02:50.492 Oh yeah, about that... Um, 00:02:50.538 --> 00:02:54.802 well, I was missing some key information and so as soon as I can gather it, 00:02:54.818 --> 00:02:56.649 the... information, 00:02:56.665 --> 00:02:58.914 - I'll get started. - Get started? 00:03:00.569 --> 00:03:02.070 What do you mean... 00:03:02.086 --> 00:03:03.524 get started? 00:03:03.726 --> 00:03:04.977 I've had it. 00:03:04.992 --> 00:03:06.742 I am ready to fire him. 00:03:06.819 --> 00:03:07.961 Not so fast. 00:03:07.990 --> 00:03:11.274 You need to document that the discipline has been progressive. 00:03:11.491 --> 00:03:14.039 The next step is a written warning. 00:03:14.288 --> 00:03:15.914 Come on! Is all this really necessary? 00:03:15.929 --> 00:03:20.553 Well... no... not if it's a major violation, like an act of physical violence 00:03:20.569 --> 00:03:22.408 or other gross misconduct. 00:03:22.423 --> 00:03:25.440 But in Max's case, it is necessary. 00:03:25.705 --> 00:03:28.080 Here's an example of a written warning. 00:03:29.126 --> 00:03:32.846 Okay... so... not that different from an oral warning. 00:03:32.861 --> 00:03:36.674 A factual statement of the employee's problem and how the manager responded. 00:03:36.719 --> 00:03:37.471 Right. 00:03:37.518 --> 00:03:39.375 Those are the old facts. 00:03:39.390 --> 00:03:41.967 You need to write the new facts of the problem, 00:03:41.983 --> 00:03:44.891 the new objective, solutions and action. 00:03:44.969 --> 00:03:48.202 Okay, so what if he ignores this written warning 00:03:48.218 --> 00:03:50.049 just like he ignored the oral warning? 00:03:50.188 --> 00:03:53.221 You need to prescribe one last alternative; 00:03:53.329 --> 00:03:54.830 it could be suspension, 00:03:54.861 --> 00:03:55.806 pay reduction, 00:03:55.837 --> 00:03:57.432 or probation. 00:03:57.813 --> 00:04:00.502 It's his last chance to redeem himself, 00:04:00.517 --> 00:04:02.268 and you need to make that clear. 00:04:02.283 --> 00:04:05.518 The only thing more serious is termination. 00:04:05.548 --> 00:04:07.690 Okay. I will write it up and send it to him. 00:04:07.721 --> 00:04:11.125 And... just as an oral warning should be written, 00:04:11.141 --> 00:04:13.518 a written warning should be spoken. 00:04:13.782 --> 00:04:14.439 Got it. 00:04:14.469 --> 00:04:15.908 Oh, one more thing. 00:04:15.969 --> 00:04:18.096 As the last part of your training, 00:04:18.111 --> 00:04:20.273 would you please complete this evaluation form 00:04:20.289 --> 00:04:22.523 on documenting discipline and return it to me. 00:04:22.600 --> 00:04:23.586 Sure. 00:04:24.022 --> 00:04:25.539 Written Warning. 00:04:26.507 --> 00:04:30.070 If you don't make some improvements on getting here on time 00:04:30.085 --> 00:04:32.177 and meeting your deadlines, 00:04:32.193 --> 00:04:35.258 termination is a serious possibility. 00:04:35.382 --> 00:04:38.695 Now, you said earlier that you don't have the information that you need. 00:04:38.897 --> 00:04:42.289 Dave said that he could give you the website addresses that he uses. 00:04:42.304 --> 00:04:45.089 You might have to get a little creative in your digging around, but... 00:04:45.104 --> 00:04:47.104 you'll catch the threads if you're thorough. 00:04:47.338 --> 00:04:49.026 Do you have Dave's extension? 00:04:49.290 --> 00:04:51.290 Ah, yes, I have it. 00:04:52.242 --> 00:04:55.151 Improvement is up to you, Max. 00:04:55.369 --> 00:04:57.933 Do you understand that it's up to you? 00:04:59.213 --> 00:05:02.025 I suggest you take this very seriously.