Get Hr Form 9 Performanceconduct Discussion Record

This guide provides a clear and supportive framework for completing the HR FORM 9 PERFORMANCE/CONDUCT DISCUSSION RECORD. Following these steps will ensure your form is filled out accurately and comprehensively.

Follow the steps to accurately complete the HR FORM 9 online.

1. Press the ‘Get Form’ button to acquire the form and open it for editing.
2. Fill in the date and time of the discussion in the designated fields. Ensure the format is clear and easy to read.
3. Input the employee’s name in the appropriate section. This identifies the individual with whom the performance or conduct discussion is taking place.
4. Specify the venue for the discussion. This should be the location where the meeting occurs.
5. Enter the employee’s position to clarify the role related to the performance discussion.
6. Record the manager's name in the relevant field. This denotes the person leading the discussion.
7. List any other attendees along with their respective roles at the meeting. This adds context to the discussion.
8. Indicate whether this is the first meeting or a follow-up meeting by checking the appropriate box.
9. State if the employee was offered the opportunity to have a representative present, checking 'Yes' or 'No.' If 'No,' provide reasons in the specified area.
10. Detail the reasons for the meeting as explained to the employee, ensuring clarity and specificity.
11. Record the employee's responses to the reasons provided. Capture their feedback and thoughts clearly.
12. Outline the agreed actions for improvement. This should specify what is to be done moving forward.
13. If applicable, note a follow-up date. This indicates when the progress will be re-evaluated.
14. Have the employee and manager sign and date the form to acknowledge understanding and agreement of the discussed content.
15. After completing all sections, save changes, download the document, print a copy for records, or share it as necessary.

Complete your HR FORM 9 PERFORMANCE/CONDUCT DISCUSSION RECORD online today to ensure clear documentation of your discussions.