Corrective Action Record

Use this template to document all corrective actions taken to manage employees' performance.

You can download the template using the link at the bottom of this page.

It's important to keep a record of disciplinary actions, and having your employee sign the document indicates that they received and reviewed it. It doesn't necessarily mean their behavior will change, but at least everything is in writing.

When filling out the corrective action record template, make sure you're detailed: it's important that your employee knows what went wrong, and how to correct the situation in the future.

Here are some of the questions you and your employee will need to answer. The more detailed the answers, the more likely everyone will leave the discussion with a clear understanding of what went wrong and how to fix it.

Corrective Action Information
Reason for Action:      
Type of Action:      
Date of Previous Discussion(s):      
Result of Previous Discussion:      

Identify specific behaviors, performance, or events leading to corrective action:
Facts:      

What is the company standard policy/procedure?
(Insert Company Name) Standard:      

Why is failure to meet standard a problem for the company, department, or other employees?
Why is it a problem?

State what the employee must do to improve, and list time allowed for improvement.

What disciplinary action will follow for failure to improve?

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