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Employee discussion form

Employee discussion form 2025

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The document is an Employee Discussion Form used to address unsatisfactory performance issues with an employee. It includes sections for identifying the employee and supervisor, listing reasons for performance concerns, outlining expectations, and documenting the discussion process. The form also allows for employee feedback and signatures to confirm that the discussion took place without admitting guilt.

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Versions	Form popularity	Fillable & printable
2014	4 Satisfied (34 Votes)

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What is an employee discussion form?

Its a formal form for an informal process and allows managers to clearly structure a discussion and set expectations. Using this form allows you to keep notes of what was discussed, what agreed outcomes are and can be relied upon if disciplinary action is required down the track.

How to document an employee discussion?

Record dates and names. Never change the date, even if the conversation had been scheduled for a different day. Include full names on the first reference. First names or initials are acceptable after that. Ask all parties to verify the date and discussion points with a physical or electronic signature when possible.

Does HR have to keep employee conversations confidential?

HR confidentiality is required by laws like HIPAA, FCRA, GINA, FMLA, and ADA to protect sensitive employee information. Keeping certain information confidential protects employee privacy, ensures compliance with legal requirements, and helps maintain trust in the workplace.

What is an employee disciplinary action form?

This document formally notifies the employee that their behavior is unacceptable. It also outlines the consequences of their actions, including a clear disciplinary procedure. By documenting the process, HR ensures it will be fair to everyone, holding both employees and leaders accountable.

How to do an employee review template?

A performance review template should include employee information (such as their name and role), the reviewers name, a series of competencies along with a rating scale so the employee can be rated on each one, a space for comments, points of improvement, areas where the employee is excelling, and signatures of both

Is a record of discussion a warning?

While you could commence disciplinary action resulting in a formal warning, we recommend the use of a Record of Discussion form to address minor misdemeanours and adhoc issues which dont necessarily warrant disciplinary action.

What is a documented discussion at work?

By documentation, we mean written records that support someones account of workplace events. Documentation should not be limited to minutes taken from formal HR meetings (such as disciplinary or performance review meetings) but should also cover relevant everyday interactions.

Employee discussion form 2025

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