Employee write-up form

An employee write-up form with the type of issue, what happened, prior warnings, what has to change by when, the employee's comments and two signatures.

  • 🇺🇸 US format · Letter size
  • Free

This is a sample form. Check that the terms and pay match federal and state labor rules and your company policy.

Fill in what you need. The preview updates as you type.

Facts with dates and times. Name the handbook section when there is one.

One per line. Empty leaves two blank lines.

Empty prints the sentence in the placeholder.

What you type is not saved on our server.

State rules vary

State rules on final pay and notice vary. Check your state labor department. Some states require the final paycheck on the last day, others within a set number of days, and a few require written notice of the reason.

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How to use it

Fill in who, when and what kind of issue, then describe what happened in plain facts: dates, times, what was said or done, and the handbook section it falls under. List any earlier warnings with their dates, state what has to change and by when, and leave the consequences line as it is unless your policy says something more specific. The employee comments box stays blank for the meeting.

Go through the form with the employee in private, let them write comments, and both sign. The sentence above the signatures says that signing confirms receipt, not agreement. Give the employee a copy and file the original. If the issue continues, the next steps are the written warning letter and the performance improvement plan.

Things to watch

Write what you saw, not what you concluded about the person. Late four times with dates is a fact; unreliable is an opinion. Be consistent: if other employees were treated differently for the same issue, that becomes the story later. Keep the form out of shared folders.

Calculators that go with this

Frequently asked questions

What if the employee refuses to sign?

Write Employee declined to sign on the signature line, date it and have a witness initial it. The form still shows the employee was told. Offer to attach their written response instead.

Is a write-up the same as a written warning?

A write-up is the record of the incident and the conversation, usually on a form like this one. A written warning is a formal letter that states the warning level and the consequences. Many companies use the write-up first and the warning letter when the issue repeats.

How long does it stay in the file?

Company policy decides. Many handbooks say twelve months of clean conduct retires a write-up for progressive discipline purposes, but the document itself usually stays in the personnel file.

Is what I type saved anywhere?

No. Everything stays in your browser and nothing is sent to our server. If you refresh the page it is gone, so print, save a PDF or download the DOCX when you are done.