California Discipline & Performance Management Toolkit
Build a more consistent, well-documented approach to employee performance and corrective action.
The California Employee Discipline & Performance Management Toolkit provides employers and managers with practical, ready-to-use resources for coaching employees, documenting performance and conduct concerns, administering corrective action, and evaluating risk before escalating discipline. It also includes ongoing HR consultation support to help employers address policy questions and incorporate applicable employment-law updates as needed.
What’s Included:
Discipline & Performance Management Employer Guide
Corrective Action Decision Guide
Pre-Discipline Risk Review Checklist
Documentation Quality Checklist
Coaching & Verbal Counseling Tools
Written & Final Written Warning Templates
Performance Improvement Plan (PIP) & Progress Review
Attendance & Punctuality Corrective Action Form
Conduct / Policy Violation Corrective Action Form
Performance Deficiency Corrective Action Form
Manager Investigation Intake Checklist
Employee Response / Rebuttal Form
Consistency & Retaliation Risk Review Tools
Leave, Accommodation & Workers’ Comp Discipline Review
Wage & Hour Complaint Discipline Review
Corrective Action Meeting Script
PIP Completion, Extension & Escalation Tools
Suspension & Last-Chance Agreement Considerations
Pre-Termination Escalation Checklist
Discipline Tracking & Personnel File Checklists
Manager Do’s & Don’ts
Guidance on When to Contact Employment Counsel
Official Agency Resources
Designed for California employers. Editable resources help managers improve consistency, documentation, and decision-making throughout the corrective-action process.
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Important: This toolkit is an educational HR resource and is not legal advice. Employment laws and individual circumstances may change. Employers should consult qualified employment counsel regarding specific situations.
