Manager Documentation Form
A resource for managers and team leads to quickly and efficiently document any team member successes and/or challenges.
Manager/Team Lead Filling Out this Form:
*
Manager/Team Lead's Email Address (must be filled out to get copy of this filled out form emailed directly to you)
*
example@example.com
Date
*
-
Month
-
Day
Year
Date
Type of Documentation
*
Team Member Success
Team Member Concern
Coaching Session
Counseling Session (Write Up)
Other
Team Member(s) Name:
*
Documentation:
*
If this was a counseling session (write up), did you fill out a formal write up for the team member to sign/put in their file?
Yes
No
n/a
If this was a counseling session, did you document on the PIP spreadsheet as well?
Yes
No
n/a
Submit
Should be Empty: