The Manager's Pocket Guide to Documenting Employee Performance

Filling Out the Action Form

Note the the three major sections of the detailed version:

•   Disciplinary action to be taken

•   Action required

•   Detailed performance improvement required

Each is further defined, with the first two offering easy check-off of related items.

As mentioned earlier, the third, fill-in section requires your clear, thorough input. The outlines for the body of the disciplinary letter are valuable guides in this respect. Use them to craft your explanation of the situation and the performance plan you and the employee have developed and agree on. Be sure to include the following:

•   Issue identification

Example: You have ...