In mid-March we put together a management tool – RAG (red, amber, green) reports, based on looking at sales v target over a 3 month month period, which may result in disciplinary being considered if sales fall into red (less than 75% of target). We not only looked at sales from begin of 09 but also used the tool to go back as far as Jan 08.

Disciplinary action was already actioned against one employee; a verbal warning was given in Sept 08 based on poor sales over a 9 month period. The 1st written warning was issued begin of March, based on poor sales performance since the verbal, looking at a 6 month period. With a review based begin of April if no improvement in March sales. There was no improvement so a final warning was issued begin of April.

The employee is currently disputing the final warning issued, as he believes it is not following the RAG report (3 months rolling) – but the RAG report is a tool to consider disciplinary, and there is clear underperformance, plus the sales v target over Jan, Feb and March realised less than 75% anyway. The final warning we believe should therefore not be retracted.

Many thanks,

Sharon Evans