If you have a specific timeline or schedule where you need to see changes, specify any deadlines. Develop an improvement planĪt the end of the write-up, describe your expectations for improvement from the employee. ![]() Related: What Is a Code of Conduct (Definition and Examples) 8. Write down the consequences or explain any future disciplinary actions that you may take if their behaviour continues. When choosing what actions to take, be consistent with company policies to show fairness with your team. Some types of policy violations only require a written warning, while others may involve more serious measures, like official probation or limited privileges in the workplace. Determine disciplinary measuresĭecide what type of response is appropriate for the employee's actions. It's typically best practice to keep testimonies confidential in a separate part of the write-up document. When recording information from other colleagues, be careful to only include factual statements and remove any opinions and biases. You may need testimony from another employee if someone reported the initial issue or witnessed the behaviour. If the write-up involves another team member, record their statement about the situation. This provides justification for the write-up and limits the chance of a dispute or disagreement about any consequences. If they were late to work, include details about how often they were late and how many minutes or hours into their scheduled shift they arrived. Be specificĪs you describe the situation, be precise about what occurred. ![]() Documenting the interaction is important because it creates a timeline for future incidents and shows the reasoning for any disciplinary action. If you gave any verbal warnings for similar behaviour, note the time and date of those warnings as well. Include information about what they did, where the incident took place, and the time and date of the event. You can use a form or prepare your own outline to start the process of reporting their actions. When a team member's actions warrant a write-up, document the situation in detail. If you're unsure about the protocol for completing a write-up, ask your own supervisor or someone in the human resources department for guidance. Others may specify that you immediately write someone up for specific types of infractions. Some companies, for example, may require multiple verbal warnings before a write-up. While reviewing company policies, check to see if your organization has specific rules and procedures for writing up employees. Reading through the employee handbook also gives you a reminder of the rules and can help you reiterate them to the employee when you meet to discuss the write-up. By referring to an official company rule, you can use impartial facts to support the write-up and explain the situation to your team member logically. Reference official company guidelines in the employee handbook and determine which policy the employee disobeyed. Allowing yourself to relax ensures that you remain professional as a manager and only include helpful, constructive criticism in the write-up. If you're feeling stressed or frustrated, wait to prepare the write-up until you're calm and can think about the situation with a rational, objective mindset. Consider the situation objectivelyīefore issuing a write-up, think about the situation and make sure that it warrants an official warning. ![]() Use these instructions as a basic guide for writing up an employee on your team: 1. Related: What Are the Responsibilities of a Supervisor? How to write someone up at work Not adhering to general workplace policiesĬomplaints from customers about employee behaviour Repeated tardiness or attendance problems ![]() Common issues that can lead to write-ups include: When preparing a write-up, you often use a standardized document where you can describe the type of behaviour, potential consequences, and plans for improvement. In most situations, employees receive write-ups after multiple incidents and verbal warnings from management. View more jobs on Indeed View more What is an employee write-up?Īn employee write-up is a formal document that you issue to team members when they break the internal business protocols and procedures of your organization.
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