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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.

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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

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An Employee Counseling Form is a document used by the human resources department to record and address concerns or issues related to an employee's performance, behavior, or professional development.
Here's a 5-step best practice approach: Step 1 — Identify the problem. Step 2 — Assess and analyse. Step 3 — Meet with the employee. Step 4 — Agree on a solution. Step 5 — Monitor and review.
The following forms of performance counseling or corrective action, as more fully explained below, include verbal warning; written warning; performance improvement plan; suspension; and termination.
Clearly state performance expectations and seek confirmation that the employee understands those expectations. Focus on the poor performance, not on personalities or other distractions. Always maintain a constructive tone, along with a calm and professional demeanor. Seek cooperation, NOT confrontation.
You can make suggestions for fixing the problem and encourage the employee to set goals and make their own recommendations. Look for opportunities for job redesign or reskilling based on the cause of underperformance. If the issues are of a personal nature, you can propose taking time off to deal with them.
Clearly state performance expectations and seek confirmation that the employee understands those expectations. Focus on the poor performance, not on personalities or other distractions. Always maintain a constructive tone, along with a calm and professional demeanor. Seek cooperation, NOT confrontation.
Describe incident or behavior in detail, as well as any prior conversations about it and any reasons given by employee. Explain and cite any UC/UCI policy or procedure violated, any written work rule violated, or any established performance metric not met.
Speak to the employee, on a timely basis, about the specific reason for the counseling session. Describe specific, observable, measurable and/or unacceptable conduct. Be prepared, have the facts in hand before you meet. State the effect of the problem on the work environment or on the employee's performance.
Notes should be straight to the point. They shouldn't be too detailed, but just have enough to say what happened, what your interventions were, and what's the plan after. If it helps too you can make a skeleton. I always use this for my assessment section: The client arrived to the session (late/on time).
Describe the behavior. Cite specific examples. Clarify your expectations. You may want to use specific examples in order to ensure that the employee understands. State the probable action to be taken if the offense is repeated or deficiency persists. Offer the employee an opportunity to sign the memo.