Counseling Record - lhibenefitsportalinfo - lhi benefitsportal 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the date at the top of the form. This is crucial for record-keeping.
  3. Fill in the employee's name and position. Accurate identification is essential for clarity.
  4. Select the purpose of the counseling session from options like Verbal Warning, Written Warning, etc. This sets the context for the discussion.
  5. In the 'PROBLEM AREA' section, note specific issues such as absenteeism or tardiness. Be detailed to ensure understanding.
  6. Define the problem clearly in the 'PROBLEM DEFINITION' section. Use concise language to outline reasons for counseling.
  7. List required improvements in behavior or performance under 'IMPROVEMENT REQUIRED'. Specify actions that need to be taken.
  8. Outline suggested means of improvement, including goals and timelines, ensuring both parties agree on expectations.
  9. Encourage employee comments in their designated section to foster open communication and feedback.
  10. Finally, ensure all signatures are collected at the bottom of the form to validate the counseling session.

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