How to use or fill out Counseling Form with our platform
- Click ‘Get Form’ to open the Counseling Form in the editor.
- Begin by entering the Employee Name, Drive-In Name & Number, and Date of Occurrence in the designated fields.
- Next, fill in the Manager or Supervisor Name. This identifies who is responsible for the counseling action.
- Select the Action Taken by checking one of the options: Written Counseling, Suspension, or Termination.
- Indicate the Type of Occurrence by selecting from Policy/Rules, Performance, Safety, Attendance, Tardiness, Conduct, or Other.
- In the 'Describe Issue/Conduct to be Addressed' section, provide a detailed explanation of the issue at hand.
- Outline the 'Expected Conduct' that needs to be achieved moving forward.
- Encourage employee feedback by having them fill out their comments in the 'Employee Comments' section.
- Finally, ensure all parties sign and date where indicated: Employee Signature & Printed Name, Management Signature & Printed Name, and Witness Signature & Printed Name.
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