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.
For a complete set of templates for managing any underperformance issue download the HR Essentials Performance Management Pack. This includes – Meeting Record Form, Managing Underperformance Initial Steps and Formal Steps, First and/or Second Warning Letter and Final Warning Letter. Save 20% on this pack!
If you have any concerns before you embark on this performance management process please contact us.