Employee Counseling Form

An employee counseling memorandum is similar to counseling forms, but it generally takes the form of a letter/email recounting the content of a verbal counseling session. This has the same purpose of making a record of the counseling session and putting down in writing what was agreed upon during the session.

If an employee refuses to sign these forms, that’s okay, but you still need to record that they received a copy of the document. The way to do this is to have a witness present to sign that they witnessed the employee receiving the counseling form and they can add the date and time they witnessed it. The space for the witness signature at the bottom of this form can be used for this purpose as well if needed.

This depends on what the manager feels is best for the employee in question. Having a neutral third party such as a counselor could be beneficial, whereas in some situations keeping it simple as just a meeting between the manager and the employee may be best. The employee should be allowed a support person with them if they wish, and any witnesses or involved persons from the incident may also be in attendance.