How to Write Up an Employee

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How To Write Up an Employee

Many managers and employers don't know how to write up an employee correctly. While there are no set rules on what to do, there are a few main objectives. The key is to make the disciplinary action as productive as possible, so that the employee has the chance to understand what is expected of them, while not feeling like they are being targeted or treated with hostility.

Instructions

    • 1

      Be certain that you have all of your facts straight before you begin your write up. If you make a mistake somewhere or throw out any false accusations you could potentially open yourself up to a liability.

    • 2

      Structure the write up as a performance improvement plan. It should include an explanation of what the offending conduct was, as well as a plan for change or improvement on that behavior. This should be written out in clear, concise paragraphs that are chronologically arranged.

    • 3

      Pay attention to your tone when speaking to the employee. You want to be sure to avoid any feelings of hostility or contempt because they do not promote an environment conducive to communication. No matter how you may feel personally about this, don't let any of those feelings play a part in the discipline. When you are discussing the write up with the employee you need to remain communicative and calm.

    • 4

      Make sure the employee has a clear understanding of their performance expectations in the future. It will be your fault as a manager or employer if you let them leave the meeting without being certain they understand, and subsequently it will then be your fault then if their conduct does not improve.

    • 5

      Ask them to sign the write up document. This will show that you had the meeting should another disciplinary conflict arise in the future, and also that the employee understands and agrees to the terms of their discipline and future expectations.

Tips & Warnings

  • Remember that the purpose of an employee write up isn't to scold or punish the employee, but is to help them achieve their maximum capability and performance levels. As the manager or employer it is your responsibility to train and guide your employees that are struggling.

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  • Photo Credit http://www.sxc.hu/photo/1030718

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