Task: using the written warning document, write up yourself, an employee

or your boss.
Keep the following notes in mind when completing documents:
Discipline Document:
1. Depending on offense, give the employee a chance (verbal warning)
2. Don't wait - address the issue as soon as you witness or are aware of
the issue to avoid escalation.
3. Be descriptive, provide examples, list witnesses, dates, and times - think
of this as a legal document
4. Issue in private or have a witness (if available) to avoid a he said, she
said type situation or claims of sexual harassment.
5. Do not pile up offenses
6. Follow-up - check up on employee's progress

The point allocation rules are listed in Table 3. The customer data is listed in Table
4.
Table 3. Point Allocation Rules

20 if within past 2 months; 10 if within past 4 months; 05 if

within past 6 months;03 if within past 9 months; 01 if within
Recency past 12 months;

3 points for each purchase within 12 months. Maximum = 15

Frequency points.

Monetary 10 percent of the $ Volume of Purchase with 12 months;

Value Maximum = 25 point

Weight Recency Frequency Monetary ($)

6 3 4
Table 4. Consumer Data

Consume Recenc Frequenc Monetar

r Month y y y ($)

Septembe
r 2 2 70

July 4 2 100

Andrew February 9 1 80

Pat April 7 2 500

 October 1 1 80

June 5 2 90

May 6 1 50

Sarah Februrary 9 1 30