A write-up is a formal record used to document a serious conduct or performance issue. It serves as a "paper trail" to ensure decisions are based on facts rather than personal judgment.

Spaces for the supervisor, employee, and witnesses to sign. Note: If an employee refuses to sign, simply record the refusal. 2. Financial & Tax Write-Ups

Clear steps the employee must take to improve, including specific targets or deadlines.

Explicitly cite the section of the Employee Handbook that was violated.

A calm, objective account of what happened. Avoid using emotional or opinionated language.

Full name, ID number, job title, and department.

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

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