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EMPLOYEE COUNSELING FORMEmployee Name:Employee Title:Supervisor or Manager Name:Supervisor or Manager Title:Today's Date:[Incident Date/Performance Period]:Incident Time (if relevant):Incident Location
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How to fill out employee counseling form

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How to fill out employee counseling form

01
Gather necessary information such as employee name, date of counseling, employee ID, and reason for counseling.
02
Fill out the employee details section including their job title, department, and supervisor's name.
03
Describe the specific behavior or issue that led to the counseling session.
04
Provide details on any previous counseling sessions or warnings given to the employee.
05
Document the action plan agreed upon during the counseling session, including timelines for improvement and consequences for not meeting expectations.
06
Get the employee's signature to acknowledge receipt and understanding of the counseling form.

Who needs employee counseling form?

01
Employees who are exhibiting performance issues or behavioral concerns that require intervention.
02
Supervisors or managers who are providing feedback or disciplinary action to employees.
03
Human resources professionals who are documenting employee performance or behavior for future reference.
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An employee counseling form is a document used by employers to formally document discussions regarding an employee's performance issues, behavioral concerns, or any necessary guidance provided to help the employee improve.
Typically, supervisors or managers who address employee performance or conduct issues are required to complete and file the employee counseling form.
To fill out an employee counseling form, provide details about the employee, describe the specific issue or behavior, outline the counseling session, and include any agreed-upon action steps or goals.
The purpose of the employee counseling form is to create a formal record of the counseling session, ensuring that both the employee and employer have a clear understanding of the issues discussed and the expectations moving forward.
The form should report the employee's name, date of counseling, nature of the issue, summary of the discussion, action plan, and signatures from both the employer and employee.
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