Formal Write-up Template

Formal write-ups provide a standardized way to document employee disciplinary processes at an organizational level. They reduce the likelihood of bias and ambiguity, and give HR leaders and managers a clear framework for decision-making.

In our simple-to-use employee write-up form, you’ll find all the essentials you need to get a structured formal write-up process up and running, including:

• Employee information: The employee’s name, job title, department, and reporting manager
• Description of the incident: A factual and objective account of what happened, when, and where
• Context: Any relevant history, including prior conversations, employee performance data, coaching efforts, policy violations, and verbal warnings
• Expectations: What needs to change, a detailed improvement plan, and expected timelines for change
• Potential consequences: What happens if these expectations are not met

Disclaimer: This template is for informational purposes only and does not constitute legal advice. Be sure to adapt this template to align with your organization’s specific policies and procedures.