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How to fill out the Performance Management Documentation online
Filling out the Performance Management Documentation is crucial for documenting performance improvement plans for employees who do not meet expectations. This guide provides a user-friendly approach to assist users in completing the form accurately.
Follow the steps to successfully complete the form.
- Click ‘Get Form’ button to obtain the Performance Management Documentation and open it for editing.
- In the 'Employee Name' field, enter the full name of the employee to whom the Performance Improvement Plan is applicable.
- Fill out the 'Position' section by stating the employee's job title clearly.
- Specify the 'Date' when this plan is initiated, ensuring it is accurate for record-keeping.
- Identify the relevant 'School/Department' where the employee works.
- In the 'Line Manager' field, enter the name of the individual's manager responsible for the performance review.
- Input the 'Staff ID' of the employee for identification purposes.
- In the section for identifying areas requiring improvement, provide specific examples illustrating the performance issues.
- Clearly state the nature of the performance improvement needed and the timeframe within which it should be achieved.
- Explain the methods by which the improvement will be assessed, such as through reports or feedback.
- Outline any available support or resources that can assist the employee in achieving their improvement goals.
- For each performance issue, include an agreed course of action, featuring relevant examples and a specific timeframe.
- Fill out the 'Review Outcome' section during the follow-up review date to document whether the required performance improvement has been achieved.
- Finally, ensure both the manager's and employee's signatures are obtained and dated.
- Submit the completed form, signed by both parties, to the relevant Human Resources department.
Complete your Performance Management Documentation online today to ensure efficient performance tracking.
Documenting performance issues involves noting specific instances and patterns of behavior affecting an employee's work. Provide clear examples and context for each incident, being mindful to maintain objectivity. This documentation is crucial for addressing issues, providing support, and developing improvement strategies, making it a key component of your performance management documentation.
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