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Kit

Discipline and Termination Decision Kit

$89 Go to price and purchase

Review the facts, document your reasoning, and prepare for the employee conversation. Work through a discipline or termination decision with the supporting record in place.

FormatKit
Contents6 PDF guides, 1 Word document, 1 Excel workbook
UseInstant download

Start with the free 6 Red Flags screen. It identifies six situations where the record may not support a discipline or termination decision. The kit adds the investigation, the manager script, and the editable records.

$89

  • One-time purchase. Editable files.
  • Your download link appears on the confirmation screen and in your receipt. No account needed.
  • Request a full refund within 30 days with one email.
  • Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.

Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.

Need approval first?

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Ready to put your tool to work?

Add a one hour Setup Session, $149

Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.

See the Setup Session →

Where to start

Start every discipline or termination review with the Red Flag Screen.

Check timing and protected activity before making a decision, and identify concerns that deserve a closer review.

DecisionHandle an employee issue
IndustryCross-industry
Files6 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.

Fit

Is this the right fit for your work?

A good fit

  • You are preparing a discipline or termination decision and want a clear, defensible record.
  • You want editable Word and Excel files that stay with your organization.
  • You or a manager will run the process and want a clear sequence to follow.

When to consider another option

  • For advice about one person's specific circumstances, consult qualified counsel.
  • For rules specific to one state or city, consult the applicable local requirements. This tool is not written for any one state.
  • For help running the process, explore our advisory services.

What is inside

Every file in the download, by name.

Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.

PDF · readStart Here: a guide to every file and the order to use them.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Word · editDiscipline and Termination Decision Kit (Editable): the Start Here, the Decision Flow, the Red Flag Screen, the Readiness Checklist, the Decision Memo, and the meeting scripts.
Excel · useTermination and Offboarding Tracker: the offboarding checklist with the final-pay steps and a worked example.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readDiscipline and Termination Decision Kit
PDF · readThe Red Flag Check (Bonus): a short free guide to situations that deserve a closer review.

How to use it

Your first 15 minutes

Begin with the Decision Kit PDF and follow the five steps. The final step is editing the Word file to match your company policy and wording.

  1. Open the Decision Kit PDF and read Start Here and the Decision Flow.

  2. For each discipline or termination decision, complete the Red Flag Screen before moving forward.

  3. Complete the Readiness Checklist and Decision Memo, then use the meeting script that fits the situation.

  4. Use the Termination and Offboarding Tracker to manage the separation steps, from notice through final pay.

  5. Adapt the Word file to match your company policy and wording.

Discipline and Termination Decision Kit Start Here guide showing every included file and the order to use them.

Before you buy

Questions about your purchase

Find details about file formats, delivery, licensing, and refunds.

What exactly do I receive?

You receive 6 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one time purchase, delivered as a download, not a subscription.

Are these the real screenshots?

Yes. The first image shows the file set, and the second and third show actual pages from the current download.

Can I use the files in my business?

Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.

What if I need help applying it?

For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.

How do I get the files?

Right after payment, your download link appears on the confirmation screen and again in your email receipt. All files arrive as one ZIP. No account is needed.

What do I need to open them?

You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.

What if it is not right for us?

Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.

Is this legal advice?

No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.

Who may use the files?

One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.

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