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Employee Disciplinary Action Report (Free PDF Template)

Document workplace incidents, policy violations, and corrective actions with a structured HR-ready disciplinary action report you can download as a PDF.

Published November 21, 2025

When performance or conduct issues come up, HR needs clear, consistent documentation. This free disciplinary action report walks you through the key details and generates a polished PDF you can save to the employee file.

When to use this

  • You’re a manager documenting a performance or conduct issue.
  • HR needs a consistent written record for future reviews or legal compliance.
  • You want both employee and supervisor to sign off on a corrective action plan.

How to do it (fast)

  1. Enter the employee’s name, job title, department, and supervisor.
  2. Record the incident date, location, what happened, and what policy was violated.
  3. Describe the corrective action plan and any follow-up dates.
  4. Optionally add the employee’s comments and generate a PDF for signatures.

Why this helps

  • Creates a consistent paper trail for HR and legal purposes.
  • Helps employees understand expectations and next steps.
  • Generates a clean PDF that can be signed, scanned, or stored digitally.

Related tools

Not legal advice. Courts set their own rules. Keep your original records.