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Taking Care of the Human Side of Your Business Formerly Hawaii Employee Assistance Services FORMAL SUPERVISORY REFERRAL FORM PROCEDURES FOR MANAGERS & SUPERVISORS 1. Please call Work-life Hawaii at

How to fill out formal supervisory referral form

How to fill out a formal supervisory referral form:

1. Start by gathering all the necessary information. This includes the name of the employee being referred, their position or job title, and the reason for the referral. It is important to provide specific details regarding any behavioral or performance issues.
2. Fill out the date and time of the referral. This information is crucial for tracking purposes and ensures that the referral is documented accurately.
3. Clearly state your name and position as the person making the referral. This will help identify you as the referring supervisor or manager.
4. Provide a detailed description of the issue. It is essential to include specific incidents, dates, and any supporting evidence or documentation. Avoid vague statements and provide as much relevant information as possible.
5. Indicate the desired outcome or goal of the referral. This could be a request for disciplinary action, counseling, training, or any other appropriate resolution. Be clear and concise in stating your expectations.
6. If applicable, include any recommendations for potential solutions or interventions. This could involve suggesting specific coaching, training programs, or any other actions that might help address the issue and support the employee's improvement.
7. Ensure that all the required signatures and contact information are provided. This includes the employee being referred, as well as any other relevant parties, such as additional supervisors or human resources personnel.

Who needs a formal supervisory referral form:

1. Supervisors or managers who observe or become aware of concerning behavior or performance issues in their subordinate employees may need to use a formal supervisory referral form. It is essential for ensuring proper documentation, accountability, and appropriate action.
2. Organizations or companies that have established procedures or policies requiring formal referrals for disciplinary or performance-related issues may require their supervisors to use a formal supervisory referral form. This can help maintain consistency and fairness in the handling of such matters.
3. Human resources departments or personnel may also require the use of a formal supervisory referral form. This ensures that the necessary information is collected and documented in a consistent and standardized manner, making it easier to assess and address the issues raised.

In summary, filling out a formal supervisory referral form involves gathering all the necessary information, providing a detailed description of the issue, stating the desired outcome, and making any recommendations for potential solutions. This form is typically used by supervisors or managers in organizations or companies that have established procedures for addressing disciplinary or performance-related issues.

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