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Practical templates and checklists for the things that come up most often in healthcare workplaces: discipline, records and contracts. No sign-up, no email wall, no follow-up call you did not ask for.

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PDF 2 pages

Checklist for All Disciplinary Hearings

A single-page tracking sheet for every disciplinary matter: date of incident, who reported it, the employee involved, union membership, and each date from receipt through to the hearing itself. The paper trail that holds up when the matter goes further.

Download PDF — Checklist for All Disciplinary Hearings
PDF 4 pages

Disciplinary Action Form (Short of Dismissal)

A structured record for corrective discipline: describing the situation, reviewing previous discussions and agreed actions, and documenting what was actually done. Built around correcting conduct rather than building a dismissal file.

Download PDF — Disciplinary Action Form (Short of Dismissal)
PDF 5 pages

Employee Lifecycle Records & Compliance Checklist

Everything that should be on an employee file, from identification and work permits through the full lifecycle, with space for notes and a reviewer sign-off. Useful the week before an inspection, and better used long before one.

Download PDF — Employee Lifecycle Records & Compliance Checklist

General labour-relations information only. This does not constitute legal advice. Individual matters should be assessed on their specific facts.