EAFs
Progressive Warnings
Journals
Miscellaneous
100

When submitting a termination, this indicates the last day the employee worked, or the date of their last communication date.

What is a termination date?

100

This is the first step of the progressive discipline process.

What is a verbal warning?

100

This is the type of journal entry used when you want to thank an associate.

What is an appreciation / the Paylocity Community?

100

This person should always be able to see their progressive disciplinary actions.

Who is the employee?

200

This is the part of the EAF where you put the details of the termination.

What is the notes section?

200

This is what you do when you need to give an associate a warning that already has had a final warning within the past six months.

What is contacting your HR Business Partner?

200

This journal template should be used when you want to sit down with an associate and check in with them.

What is a one-on-one / employee check-in?

200

Sally just no call/no showed her first shift. This is how that should be documented.

What is a final warning?

300

This is when a position or compensation change should take effect.

What is Monday / start of the week?

300

This is how long any progressive discipline stays active.

What is six months?

300

This template should be used when you want to document something that does not require disciplinary action.

What is a note?

300

An employee is struggling to remember to punch in and out. This is how you document your discussion with them on that subject.

What is a note?

400

This form should be filled out and submitted to HR when changing an employee's job status from full time to part time, or part time to full time.

What is an employee availability change form?

400

This is the timeframe for when you should document an employee issue, no matter the size.

What is within 3-5 days?

400

This is the timeframe which you should cover a warning for an associate's behavior.

What is within one week?

400

These individuals should be listed as contributors in a written warning.

Who are the DM and the HRBP?