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The Disciplinary Note Taking document is a crucial tool for maintaining accurate records of workplace disciplinary proceedings in South Africa. It is designed to ensure compliance with the Labour Relations Act 66 of 1995, the Basic Conditions of Employment Act, and the Protection of Personal Information Act (POPIA). This document should be used whenever formal disciplinary proceedings are conducted, providing a standardized format for recording all aspects of the disciplinary process, from initial allegations to final outcomes. It includes spaces for documenting participant details, evidence presented, testimonies, and decisions made, serving as an official record that may be required for internal appeals, CCMA proceedings, or legal matters. The document helps organizations maintain consistency in their disciplinary procedures while ensuring procedural fairness and legal compliance.

1. Employee Information: Basic details including employee name, ID number, position, department, and employee number

2. Date and Venue: Date, time, and location of the disciplinary meeting/hearing

3. Attendees Present: List of all persons present including chairperson, employee, representative (if any), witnesses, and HR representative

4. Nature of Incident: Detailed description of the alleged misconduct or performance issue

5. Previous Warnings: Record of any previous related warnings or disciplinary actions

6. Evidence Presented: Summary of all evidence presented during the proceeding

7. Employee Response: Record of the employee's response, explanation, or defense

8. Findings: Conclusions reached regarding the allegations and evidence

9. Action Taken: Details of the disciplinary action or sanction imposed

10. Right to Appeal: Information about the employee's right to appeal and the process