This document can be downloaded using the link at the bottom.
File Note to Document Conduct or Performance Issues
An employee performance discussion is an effective tool for managers and supervisors to motivate employees and set employee goals. Usually, performance reviews are conducted annually or semi-annually. However, an organisation should consider having unscheduled reviews if changes crop up in an employee’s performance or duties. As an employer, we can recommend you to keep a detailed record of every performance discussion with an employee.
So, a well-designed template including all essential key points will prevent you from missing or forgetting any crucial points.
Step 1:Be sure to describe the behaviour or situation and the impact it is having
Step 2:Indicate what you would like to see happen in the future
Step 3:Note any specific questions you wish to ask
Step 4:Start the discussion with open questions
Step 5:Ensure you clarify anything you are uncertain of
Step 6:Document any timeline for improvement that was discussed
Step 7:Confirm commitments made by the manager
A fair, accurate and unbiased log of employee performance and behaviour is one of the most important tasks that a manager or supervisor needs to perform after a performance discussion.
Click here to download this document.