How To Document Employee Performance
There are two types of documenting that managers and supervisors employ:
Informal documentation is for the manager's or supervisor's own records. It documents performance or behavior problems amongst their employees, enabling them to look for patterns and monitor and assess changes over time. This type of documentation allows the manager/supervisor to be proactive in preventing problems from becoming more severe.
Formal documentation is that required by Human Resources to establish a record for taking possible disciplinary or administrative action with regard to an employee performance problem. This type of documentation carries detailed and specific requirements, usually spelled out by employment policy. While FEAP can provide guidance, it is necessary to contact your Employee Relations or Human Resources department to learn the specifics and to acquire knowledge about the impact of such action.
What happens after you have recognized the performance issues, documented them, and addressed them with the employee? See Follow up to the Corrective Interview.