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How to use or fill out employee counseling form with our platform
- Click ‘Get Form’ to open the employee counseling form in the editor.
- Begin by entering the employee's name, campus-wide ID number, job title, and department in the designated fields.
- Select the appropriate form of counseling from the options provided: Verbal Counseling, Written Counseling, Final Written Counseling, or Suspension.
- Fill in the date and time of the incident along with a detailed description of issues and policies discussed.
- Outline the facts and events leading to this discussion and explain why these are concerns.
- Specify action steps for improvement and set a follow-up date based on your chosen duration (30 or 60 days).
- Complete the previous counseling summary section if applicable, indicating whether similar policies were previously addressed.
- Finally, ensure both supervisor and employee sign and date the form to acknowledge its contents.
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