HR Performance Management Pack includes the following documents:
Meeting Record Form
This meeting record form is a useful template for keeping a record of your meetings and discussions with employees. Employers are advised to always keep written records of performance management or conduct issues.
Managing Underperformance – Initial Steps Checklist & Performance Improvement Plan
If you are concerned about an employee’s underperformance it is recommended you arrange a Performance Management meeting and discuss your concerns. The employee may not be aware of these issues, and after this dicussion may ensure steps are taken to adjust their behaviour.
However, in some cases this discussion may start the Performance Management process.
A performance improvement plan is a document that sets out what the problem is with your employee’s performance and what they need to do to improve it. You can use this plan in conjunction with the “Managing underperformance checklists” to document your discussion.
As this may be the start of a more formal process it is important that you keep a record of these meetings. This checklist has been created to help you manage underperformance in your business. The checklist provides a detailed step by step guide, including:
- Identifying the issue/s
- Assessing the issue/s
- How to meet and discuss the issue/s with the employee
- Devising a joint solution
- How to monitor the employee’s progress
- What records you should keep
A template for a Performance Management Plan is also included to help you record the performance issue and what steps for improvement have been agreed upon.
If your employee’s performance over a given time does not improve you may need to move to a more formal process. To assist with these next steps see our Performance Management Formal Checklist and Performance Improvement template.
Managing Underperformance – Formal Steps Checklist & Performance Improvement Plan Template
A performance improvement plan is a document that specifies the particular performance issue with your employee and steps that need to be taken to rectify.
This Performance Management template includes a formal steps checklist and also provides a Performance Improvement Plan.
This formal step should follow on from an initial discussion with an employee. If you have followed the initial steps checklist and your employee’s performance hasn’t improved, it may be time to move to a formal process.
This template has been created to help you plan and conduct a formal performance management meeting. It is recommended that this meeting with your employee is documented.
First/Second Warning Letter
A first and/or second written warning letter is usually issued after you have verbally warned the employee about a particular performance or conduct issues. To conduct a verbal warning please refer to the Managing Underperformance Initial Steps Checklist.
Final Warning Letter
A final warning is usually issued to an employee after you have warned an employee about a particular performance or conduct issue, and their conduct performance has not improved. This also includes a step by step guide for issuing a warning.
All myhronline policy documents comply with the requirements of the Fair Work Act 2009. Simply replace the sections is red < > with details specific to your employee and situation. Optional information in blue italics may be deleted if not required. Over the phone or email support is also available.