Let's start with your details.

We need a few details about you and your company to personalise the process and generate your documents.

Your name

Your role / title

Company name

Your email

So you can come back to this case later

Tell us about the employee.

Details about the person involved will help us tailor the process and pre-fill your documents.

Employee's full name

Employee's role

When did they start working for you?

Is there a signed, written employment agreement?

Yes

The employee signed an employment agreement before they started

No

There is no written agreement, or it wasn't signed before they started

Is there a 90-day trial period clause?

A trial period must be in the employment agreement and agreed before the employee starts work

Yes, and they're still within 90 days

Yes, but the 90 days have passed

No trial period clause

Not sure

Check your employment agreement — we'll proceed with the standard process

What happened?

Tell us about the misconduct. This helps us determine the right process and generate your allegation letter.

Type of misconduct

Serious misconduct

Theft, fraud, violence, serious dishonesty, serious safety breach, harassment, drug/alcohol use on the job — conduct that fundamentally breaks trust

General misconduct

Repeated lateness, insubordination, policy breaches, inappropriate behaviour, unauthorised absence — conduct that is unacceptable but not necessarily trust-breaking

When did this happen?

Describe what happened

Be specific: what did the employee do, when, and where? This will be used in your allegation letter.

Are there witnesses?

Yes

No

Context & prior history.

This helps us understand where you are in the process and what steps might already be complete.

Has this employee received prior warnings?

No prior warnings

Verbal warning(s)

Written warning

Final written warning

What have you done so far?

Nothing yet

I haven't taken any formal steps

Started gathering facts

I've been collecting evidence or talking to witnesses

Spoken to the employee informally

I've had an informal conversation but no formal process

Already held a disciplinary meeting

I've had a formal meeting with the employee

Has the employee been suspended?

Yes, on full pay

No

Does your workplace have a disciplinary policy?

Check your employment agreements or staff handbook

Yes

No

Not sure

Review your details.

Check everything looks right, then we'll generate your tailored process and documents.

Your Details

Your name —

Company —

Employee

Name —

Role —

Trial period —

Misconduct

Type —

Date —

Prior warnings —

What happens next: We'll generate a step-by-step checklist tailored to your situation, with document templates at each stage. You can track your progress through the process and come back anytime.