Template

Performance Discussion Record Template

by Matt Nelson, from the Community

This performance discussion record template helps managers document unsatisfactory performance or conduct, set clear expectations, capture employee comments, agree on corrective actions, and schedule follow-up reviews. Use it to record warnings, counseling outcomes, and consequences for continued issues, with signature lines for the employee, manager, witness, and HR. Ideal for consistent HR documentation and compliance across teams.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
WWHaikou Performance Discussion Record
Use this Performance Discussion Record template to document employee performance discussions in a clear, consistent format. Capture reasons for discussion, history, and policy breaches; record counseling outcomes, warning levels, and agreed actions; set review dates and outline consequences for continued issues. Includes sections for team member comments, manager and HR signatures, and follow-up review notes. Ideal for HR teams and supervisors managing performance, conduct, and corrective action processes.
by Matt Nelson, from the Community
Downloads: 10+
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Template
Employee Corrective Action Form
Use this Employee Corrective Action Form to document performance or conduct issues, outline clear objectives, and agree on solutions and next steps. The template guides supervisors through recording facts, citing relevant policies, proposing training or procedure reviews, and issuing written warnings or suspensions with review dates. It includes signature fields for the employee, supervisor, witness, and HR manager, plus space for follow-up actions and due dates. Directions cover how to submit and file the document with HR. Suitable for trucking, field operations, and office environments, this form helps standardize discipline, support employee improvement, and maintain compliant personnel records.
by Casey Blackford, from the Community
Downloads: 30+
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Template
Attendance Documented Discussion and Warnings
This Attendance Documented Discussion and Warnings template helps supervisors and HR teams document attendance issues and corrective actions. Capture dates and times for absences, late arrivals, and early departures, then record verbal or written warnings with clear expectations for improvement. Include employee, manager, and witness acknowledgements to ensure alignment and proper documentation. Use this structured form to support consistent coaching, protect your organization, and track progress toward improved reliability.
by Temeka Fitzgerald, from the Community
Downloads: 0
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Template
Record of Discussion Template
This Record of Discussion template helps teams document important conversations in a consistent format. Capture site, date, and facilitator details, list who was present, and record the discussion with structured questions and answers, including comments from the colleague and the manager. Use it to document performance, coaching, or disciplinary meetings, and to agree on next steps. The template is easy to customize and share across your organization.
by Sally Taylor, from the Community
Downloads: 40+
Get

WWHaikou Performance Discussion Record

Use this Performance Discussion Record template to document employee performance discussions in a clear, consistent format. Capture reasons for discussion, history, and policy breaches; record counseling outcomes, warning levels, and agreed actions; set review dates and outline consequences for continued issues. Includes sections for team member comments, manager and HR signatures, and follow-up review notes. Ideal for HR teams and supervisors managing performance, conduct, and corrective action processes.

by Matt Nelson, from the Community

10+

Get

Template

Employee Corrective Action Form

Use this Employee Corrective Action Form to document performance or conduct issues, outline clear objectives, and agree on solutions and next steps. The template guides supervisors through recording facts, citing relevant policies, proposing training or procedure reviews, and issuing written warnings or suspensions with review dates. It includes signature fields for the employee, supervisor, witness, and HR manager, plus space for follow-up actions and due dates. Directions cover how to submit and file the document with HR. Suitable for trucking, field operations, and office environments, this form helps standardize discipline, support employee improvement, and maintain compliant personnel records.

by Casey Blackford, from the Community

30+

Get

Template

Attendance Documented Discussion and Warnings

This Attendance Documented Discussion and Warnings template helps supervisors and HR teams document attendance issues and corrective actions. Capture dates and times for absences, late arrivals, and early departures, then record verbal or written warnings with clear expectations for improvement. Include employee, manager, and witness acknowledgements to ensure alignment and proper documentation. Use this structured form to support consistent coaching, protect your organization, and track progress toward improved reliability.

by Temeka Fitzgerald, from the Community

Get

Template

Record of Discussion Template

This Record of Discussion template helps teams document important conversations in a consistent format. Capture site, date, and facilitator details, list who was present, and record the discussion with structured questions and answers, including comments from the colleague and the manager. Use it to document performance, coaching, or disciplinary meetings, and to agree on next steps. The template is easy to customize and share across your organization.

by Sally Taylor, from the Community

40+

Get

Performance Discussion Record Template

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WWHaikou Performance Discussion Record

Employee Corrective Action Form

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WWHaikou Performance Discussion Record

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