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Disciplinary Letter Of Concern Template for South Africa

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Key Requirements PROMPT example:

Disciplinary Letter Of Concern

"I need a Disciplinary Letter of Concern for a sales representative who has consistently failed to meet their quarterly targets for the past six months and has shown poor communication with clients; the letter should emphasize performance improvement requirements and set clear metrics for the next quarter."

Document background
The Disciplinary Letter of Concern is a crucial document in South African employment relations, typically used as an initial formal step in addressing workplace issues before proceeding to more serious disciplinary measures. It serves as a bridge between informal verbal warnings and formal written warnings, aligning with the principles of progressive discipline as outlined in South African labour legislation. This document should be used when an employee's conduct or performance requires formal attention but doesn't yet warrant a formal written warning. The letter documents specific concerns, sets clear expectations for improvement, and outlines consequences of non-compliance, while maintaining a constructive tone aimed at correction. It must comply with the Labour Relations Act 66 of 1995, the Employment Equity Act, and the Code of Good Practice on Dismissal, ensuring procedural fairness and proper documentation of the disciplinary process.
Suggested Sections

1. Letter Header: Company letterhead, date, employee details, and reference number

2. Subject Line: Clear identification as 'Letter of Concern - Disciplinary Matter'

3. Incident Details: Specific description of the concerning behavior or performance issue, including dates and instances

4. Impact Statement: Explanation of how the behavior affects the workplace, team, or company objectives

5. Expected Standards: Clear outline of the company's expectations and relevant policies

6. Required Improvements: Specific actions or changes required from the employee

7. Timeline: Timeframe for expected improvement and review period

8. Support Measures: Available resources and support to help employee improve

9. Consequences: Potential outcomes if improvement is not achieved

10. Closing: Signature block and acknowledgment section

Optional Sections

1. Previous Discussions: Reference to prior verbal warnings or discussions - include if there have been previous informal interventions

2. Performance History: Brief overview of relevant past performance - include if the current issue is part of a pattern

3. Training Requirements: Specific training or development needs - include if additional training is part of the improvement plan

4. Union Representative Notice: Reference to union involvement rights - include if employee is unionized

5. Medical Accommodation: Reference to medical considerations - include if health issues are relevant to the performance concerns

Suggested Schedules

1. Performance Improvement Plan: Detailed plan with specific goals and metrics for improvement

2. Relevant Policy Excerpts: Copies of specific company policies that have been violated or need to be followed

3. Incident Reports: Documented instances of the concerning behavior or performance issues

4. Meeting Notes: Records of previous discussions or counseling sessions related to the issue

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions















Clauses















Relevant Industries

Manufacturing

Financial Services

Mining

Retail

Healthcare

Education

Technology

Construction

Professional Services

Hospitality

Telecommunications

Agriculture

Transportation

Energy

Public Sector

Relevant Teams

Human Resources

Legal

Operations

Employee Relations

Industrial Relations

Management

Administration

Compliance

Relevant Roles

Human Resources Manager

HR Business Partner

Line Manager

Department Head

Supervisor

Team Lead

HR Director

Employee Relations Specialist

HR Consultant

Personnel Manager

Operations Manager

General Manager

Chief Human Resources Officer

Industrial Relations Manager

Industries





Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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