Provide space for both the manager and the employee to sign. Note that the employee’s signature usually confirms of the document, not necessarily agreement with its contents.

Detail the expected changes and the timeline for improvement.

Note if other staff were present or if specific company equipment was involved. 3. Policy Reference

How to Write Up an Employee: 11 Common Situations - BambooHR

Focus strictly on observable facts from the video. Avoid emotional language or assumptions.

List required training, coaching sessions, or immediate behavioral changes.

(e.g., First Warning, Performance Documentation, or Incident Report) 2. Objective Description of the Incident

Describe what occurred (e.g., safety violation, unauthorized access, or deviation from standard operating procedure).