Printable employee counseling form pdf 2026

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  1. Click ‘Get Form’ to open the printable employee counseling form in our editor.
  2. Begin by entering the employee's name in the designated field at the top of the form.
  3. Select the reason for counseling from the provided options, such as insubordination or violation of safety rules. You can check multiple boxes if applicable.
  4. Fill in the date of counseling in the specified format (_/_/_).
  5. In the 'Prior Counseling Record' section, note any previous relevant sessions, including dates and details.
  6. Describe the incident in detail under 'Description of Incident,' ensuring clarity and completeness.
  7. Outline expected changes and any assistance that will be provided to help correct behavior in their respective sections.
  8. Specify an expected date for changes to be completed.
  9. Have both the employee and supervisor sign and date at the bottom of the form to finalize it.

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How to counsel an employee Set up a meeting. To begin, set up a meeting with employees that may experience workplace stress. Address the issue. Choose the best type of counseling. Decide if you want to counsel or appoint a counselor. Provide feedback. Follow up. Keep open communication. Use software to track performances.
If the issue is attendance give the dates when the employee arrived late or called off without notice. If the issue is unsatisfactory performance, describe the incident and what the employee did or failed to do. If the issue is disruptive behavior, describe the setting and what the employee said or did.
Sample Counseling Memorandum Behavior. From: Mary Supervisor Sign or initial here. Subject: Documented Counseling. Describe the behavior. Clarify your expectations. State the probable action to be taken if the offense is repeated or deficiency persists. Offer the employee an opportunity to sign the memo.
Answer: An employee counseling form should include the employees name, department, date of counseling, a detailed description of the issue, specific examples or incidents, and any actions or recommendations discussed during the counseling session.
I would say that the recommended frequency is once a week. Depending on the issues the client is dealing with and their economic situation once every two weeks works too. Once a month however is too seldom and I myself would decline to work with a person who is only able/ willing to attend one session a month.

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