: Outline clear, actionable steps the employee must take to rectify the issue and the timeframe for these changes.
: Explicitly reference the specific company policy or performance standard that was breached.
For further guidance, resources like Indeed's Career Advice offer step-by-step instructions for preparing employee documentation.
: Provide a specific, factual description of the incident, including the date, time, and location.
: Include objective accounts from witnesses to provide a well-rounded record and avoid a "he said, she said" scenario.
: Provide space for both the manager and the employee to sign and date the document, acknowledging that the discussion took place. Common Reasons for a Write-Up
: Clearly state the employee's name, job title, department, and ID number.
: State the potential repercussions if the behavior or performance does not improve.