Purpose
Standardized process for identifying and correcting performance, behavioral, and policy issues for contractors at Childcare Virtual Assistants (CVA). Objectives: consistency, fairness, compliance, and performance recovery.
Scope
All CVA contractors. Covers identification of issues, corrective action steps, documentation, appeals, and termination.
1. Identify the issue
Performance: missed deadlines, low productivity, repeated errors, skill gaps.
Behavioral: unprofessional conduct, disrespect to team or clients, poor communication or attitude.
Policy: confidentiality breaches, misuse of resources, code of conduct violations.
2. Informal counseling
Goal: correct minor issues early. Manager/HR holds private meeting; explain issue clearly; provide expectations and support; document discussion. Review period: 30 days. No new issues = case closed.
3. Verbal warning
Goal: escalate unresolved issues. Manager/HR issues verbal warning; document concerns and expectations; contractor acknowledges understanding. Review period: 30 days. No new issues = case closed.
4. Final written warning
Goal: address continued non-compliance. HR issues Final Written Warning including prior actions, required improvements, and consequences. Contractor signs acknowledgment. Review period: 30 days. No new issues = case closed.
5. Termination
Goal: end contract if failure continues or violation is severe. Manager consults HR; review all documentation; approve termination. CVA may terminate immediately for severe violations.
6. Documentation process
Use CVA Corrective Action Plan Coaching Form. Save all records in personnel file. PM emails HR with issue details; HR completes coaching form. Form stays Open/In Progress during review. If escalated: previous stage marked Closed; new stage documented. Close case after successful review period.
7. Contractor rights and responsibilities
Rights: be informed of issues; receive improvement support; appeal unfair actions.
Responsibilities: acknowledge issues; improve performance; follow plan.
8. Manager responsibilities
Identify issues quickly; give clear feedback; document all steps; apply rules consistently.
9. Appeals process
Contractor submits appeal via the Allied Assist Appeal Form within 2 business days: https://forms.office.com/r/YUHh6fBiAp
Allied Assist HR reviews documentation.
Decision within 5 business days.
Outcome relayed by email or specialized coaching session.
10. HR Infraction Table
HR uses the Infraction Table to match infraction type, corrective level, review period, and outcome options.
Allied Assist Infraction Table (OneDrive): https://alliedassist-my.sharepoint.com/:x:/g/personal/rezin_alliedassistco_com/ES2XmY2ul1NPhZhPZS_bBQwBPcViZh7LbnY1XprylMrOEg?e=iuYVUe
Source: SweetProcess DOCX export (Drive pack). Migrated to Eniston category Allied. Do not treat as dual source of truth with SweetProcess.