HR / Free editable template

Progressive discipline process flowchart template

A progressive discipline flowchart helps managers handle a conduct or performance concern the same way each time. This general example starts with an informal conversation, then follows the formal route through investigation, a meeting, a range of outcomes from no action to dismissal, written confirmation and appeal.

This is a general process example, not legal advice. Follow your own disciplinary policy and the employment law that applies where you work.

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Progressive discipline process flowchart example showing informal route and review date, investigation, meeting and outcome options, written outcome and appeal
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Copy the stages from your policy

    Replace the outcome boxes with the stages your policy actually uses, such as a first written warning and final written warning. Add how long each warning stays live, since that affects what happens if a new concern arises.

  2. Separate investigation from decision

    Keep the investigation and the meeting as distinct steps. Where possible, a different person investigates and decides, which helps the process look and feel fair to the employee.

  3. Make the appeal route clear

    Name who hears an appeal and how long the employee has to lodge one. The appeal manager should not have been involved in the original decision.

Questions about this template

Should I change the warning stages on this chart?

Yes, if your policy differs. Rename, add or remove the warning boxes so the chart follows your own procedure and the appeal route at each formal stage.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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