Counseling Form

Employers can use this online Counseling form to document the performance instance which needs to be corrected. This form is printable as well at the conclusion of the questionnaire. *WARNING* You should always consult with an attorney if you should have any questions about the performance issue or if you are within your legal rights to discpline or coach the employee.*

**Updated 3/31/2023 @ 10:35 PM CDT**

Counseling Form

This Counseling Form should be completed prior to the conversation with the employee. This form can be completed by a supervisor, manager, director, or Human Resources department. It is recommended that you provide a copy of this form to your HR department after having this discussion so they can file in the employees personnel file.

Which Counseling Level is this form for?

What is the employees name?

What is the name of the employees department?

What is your name? (The person completing this form)

What is today's date?

Please enter in the Counseling topic below:

Please document why this Counseling session is taking place. Please be sure to document dates, times, previous coaching sessions, previous verbal warnings, all documented write-ups, and any other pertinent information below:

Enter in the performance expectations below for this Counseling session. Please be as specific as possible and ensure you document specific outcomes and requirements for this employee to understand exactly what they need to do to improve their performance:

Please enter in the specific actions the employee must take in order achieve the performance expectations below: If further training is needed, please document what specific training is needed.

Document the specific timeline for the plan and when you will follow up with the employee below:

This page was last updated on 3/31/2023 @ 10:33 PM CDT

Employee Name:

Employees Department:

This Counseling Form is for the following Counseling Session:

Form Preparer:

Date of Preparation

Counseling Reason:

Counseling Topic

Performance Expectations

Action Plan

Timeline

Employees Name:	Preparer's Name:

Please sign the above to indicate that you had this conversation with the preparer. Your signature does not indicate agreement with the above Counseling form; but simply indicates that you were present for the conversation and understand the performance counseling reasoning, expectations to improve, and timeline to improve within. If you should have any further questions, please direct those to your direct supervisor or the Human Resources department.

Counseling Form

Counseling Form

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Employee Name:

Employees Department:

This Counseling Form is for the following Counseling Session:

Form Preparer:

Date of Preparation

Counseling Reason:

Counseling Topic

Performance Expectations

Action Plan

Timeline

Counseling Form

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