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Performance Discussion Record Template

by Matt Nelson, from the Community

Downloads: 0

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.

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About author

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.