Employee behavior documentation template 2025

1. Click ‘Get Form’ to open the employee behavior documentation template in the editor.
2. Begin by entering the employee's name and title at the top of the form. This establishes who the documentation pertains to.
3. Select the purpose of the conversation by checking one of the options: 'During 90-day Probation', 'Recognition', or 'Coach & Counseling'. Ensure you check either Positive Contact, Recognition, or Coach & Counseling if you select during probation.
4. In the 'Formal Level of Positive Discipline' section, indicate any relevant disciplinary actions taken, such as a Verbal Warning or Written Warning, and provide a brief description.
5. For section (A), detail specific facts about observed behaviors, including dates and times. Be clear and concise in your observations.
6. In section (B), outline objectives based on job descriptions that are specific, realistic, and measurable for continued performance expectations.
7. Section (C) should include solutions discussed with the employee to meet these objectives. Document any important conversations regarding company policies.
8. Finally, in section (D), specify timelines for follow-up meetings and actions that may be taken if objectives are not met. This ensures accountability moving forward.

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