Get Counseling Form

Filling out the Counseling Form online is an essential task for effectively managing employee conduct and performance issues. This guide will walk you through each section of the form to ensure a comprehensive and accurate submission.

Follow the steps to complete the Counseling Form seamlessly.

1. Use the ‘Get Form’ button to access the Counseling Form and open it in the online editor.
2. Begin by entering the employee's name in the designated field. Ensure that the spelling is correct for proper identification.
3. Next, fill in the Drive-In name and its corresponding number. This information helps to track the location of the occurrence.
4. Select the date of the occurrence using the provided date input field. This date is crucial for record-keeping purposes.
5. Input the name of the manager or supervisor handling the counseling. Proper identification is important for accountability.
6. Choose the action taken from the options available: written counseling, suspension, or termination. Mark only one box relevant to the situation.
7. Indicate the type of occurrence by selecting from the categories provided, including policy/rules, performance, safety, attendance, tardiness, conduct, or other. Check all that apply.
8. In the section labeled 'Describe issue/conduct to be addressed', provide a detailed account of the issues facing the employee. This should be clear and factual.
9. In the 'Describe expected conduct' section, outline the changes or improvements expected from the employee moving forward.
10. Allow the employee to provide their comments in the designated area. This ensures that they have an opportunity to express their perspective.
11. At the bottom of the form, obtain the necessary signatures: the employee's signature and printed name, the manager or supervisor's signature and printed name, and a witness signature and printed name. Include the date for all signatures.
12. Finally, once all information is accurately filled in and verified, save your changes, download the form, or print it for your records. Ensure a copy is shared with relevant parties.

Complete your Counseling Form online to effectively manage and address employee conduct and performance.