When determining whether or not a work situation warrants disciplinary action it is often difficult to separate personal and work issues. This worksheet will help give you clarification.
Definition:- Performance Problems: Those work-related behaviors that are unsatisfactory to the company. These documentable, quantifiable, and objective problems are legitimate concerns of the company. Workers exhibiting such problems can be subject to disciplinary action.
- Warning Signs: Circumstantial or behavior indicators that the worker may be experiencing a serious personal problem. Workers exhibiting just warning signs are seldom, if ever, subject to disciplinary action.
- Personal Problems: Those problems, disorders, illnesses that have an effect upon the health and behavior of an individual. Responsibility for resolving personal problems rests with the individual. Workers experiencing only these types of problems are not subject to disciplinary action.
Using the above definitions, categorize the following situations. (Note: Some fit more than one category.)
- personality changes
- missed deadlines
- large number of grievances
- marital discord
- drinking problem
- tardiness
- attitude change
- medical problems
- compulsive gambling
- accidents
- excessive use of sick time
- emotional problems
- behavioral changes
- age assignments/garnishments
- use of other's time
- financial problems
- changes in personal appearance
- drug abuse
- large number of disciplines
- family problems
- excessive absenteeism
- poor work quality
- customer complaints
- legal problems
- poor productivity


