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Regardless of how the conversation is documented, it is important to include the following information: the date and approximate time when the conversation occurred; exactly who was present and participated in the discussion; a clear summary of the key issues discussed; any responses given by the employee; and any ...
Share the incidents in chronological order so your manager can understand the series of events and how they have escalated to the place you are now with your coworker. Even though you're involved in the situation, try to remain impartial as you're sharing the details. Keep a neutral tone and relay the facts.
This documentation typically includes records of employment, information about company actions and incident reports. Federal and local law may dictate some records businesses keep, while others are subject to the company's internal policies.
Summary of the issue: Summarize the issue and include specific examples, when each instance occurred, and the impact it has on the company and co-workers. Only include factual information and reference any previous discussions you had with the employee, including the dates.