HR FORM 9 PERFORMANCECONDUCT DISCUSSION RECORD 2026

1. Click ‘Get Form’ to open the HR FORM 9 in the editor.
2. Begin by entering the date and time of the meeting at the top of the form. Ensure you specify whether it is AM or PM.
3. Fill in the employee’s name and position, along with the manager’s name and any other attendees present at the meeting.
4. Indicate if this is a first meeting or a follow-up by checking the appropriate box.
5. Specify whether the employee was offered a representative during the meeting. If not, provide a reason in the designated area.
6. Outline the reasons for the meeting as explained to the employee, listing them clearly.
7. Document the employee’s response to these issues in their respective section.
8. List agreed actions for improvement that were discussed during the meeting.
9. If applicable, set a follow-up date for further discussion on progress.
10. Finally, ensure both employee and manager sign and date at the bottom of the form to confirm accuracy and understanding of discussed points.

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