Employee File Case Notes Form
Document employee file notes with details, updates, observations, and follow-up actions throughout the life cycle of the employees tenure. This form is to serve as record keeping of communications or support for the employees.
Employee Name
*
First Name
Last Name
Date of Conversation/Known Issue?
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Method of Communication
*
Please Select
In person
Phone Call
Text
Email
Video Call
Internal Review/No Contact with Staff
Presenting Issues / Reason for Note
*
Observations and Notes
*
Supervisory Interventions or Actions Taken
*
N/A if not necessary
Session Outcome / Progress
Follow-up Actions or Recommendations
Admin Name
*
First Name
Last Name
Date of Submission
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit Employee File Note
Should be Empty: