Templates
Centralized editable templates reduce variability, ensure required clauses are present, and speed preparation while promoting consistency across managers and departments.
Clear, consistent write-ups help correct behavior, provide legal defensibility, and establish a transparent record of progressive discipline that supports fair treatment across the organization.
The HR Manager reviews draft write-ups for policy compliance, provides guidance on progressive discipline, and ensures that documentation is unbiased and complete. They maintain records and advise managers on timing, legal considerations, and next steps.
The Line Manager documents specific incidents, performance metrics, and corrective expectations. They meet with the employee to explain the write-up, set measurable goals, and follow up on improvement according to company timelines.
Human resources, direct managers, and occasionally legal teams collaborate to prepare accurate, compliant write-ups and ensure they align with policy.
Final approval often involves HR to maintain consistency and to integrate the write-up into personnel records for future reference.
Centralized editable templates reduce variability, ensure required clauses are present, and speed preparation while promoting consistency across managers and departments.
Send standardized documents to multiple recipients when group notices or policy acknowledgements are required, saving time while ensuring uniform wording and tracking.
Allow employees to review and sign documents on mobile devices, enabling quicker acknowledgement and reducing scheduling conflicts for in-person meetings.
Limit who can view or edit write-ups using role-based permissions to protect employee privacy and maintain chain-of-custody for sensitive records.
Connect with HRIS, ATS, and CRM systems to import performance metrics, attach evidence, and keep personnel files synchronized across platforms.
Automate document creation, sending, and archival via API to embed write-up workflows into existing HR processes and case management systems.
Prebuilt, editable document templates ensure managers capture required details consistently, reduce ambiguity, and enforce company language for discipline processes.
Secure eSignature records provide authenticated acceptance from employees and approvers while preserving timestamps and legal validity under ESIGN and UETA.
Comprehensive logs record each action—views, edits, and signatures—creating an immutable timeline of events tied to the write-up document.
Role-based review flows enable HR and managers to comment, approve, and finalize documents without creating divergent versions or losing context.
| Setting Name | Configuration | ||
|---|---|---|---|
| Reminder Frequency | 48 hours | ||
| Signing Order | Manager -> Employee -> HR | ||
| Template Folder | HR Discipline Templates | ||
| Access Expiration | 14 days | ||
| Notification Recipients | Manager | HR | Legal |
Use supported browsers and up-to-date mobile apps to ensure full functionality, accurate timestamps, and secure signatures when preparing or signing write-ups.
For best results, keep devices updated, use company-managed endpoints for sensitive HR actions, and verify compatibility with your document management system and authentication methods.
A customer service representative missed scheduled shifts three times within four weeks, documented with dates and supervisor notes
Resulting in an observable improvement in attendance and fewer staffing gaps over the following quarter.
A salesperson missed quarterly targets while activity logs showed reduced client outreach and missed follow-ups
Leading to increased accountability, tracked progress in CRM, and improved pipeline activity by the end of the plan.
| Feature / Provider | signNow (Recommended) | DocuSign |
|---|---|---|
| Mobile Signing | ||
| Audit Trail | ||
| Bulk Send | ||
| API Availability | REST API | REST API |
Document incidents within 3 business days of discovery.
Hold the discussion within 5 business days after documentation.
Set improvement periods typically 30 to 90 days.
Conduct weekly or biweekly progress checks during plan.
Retain signed write-ups for at least seven years.
| Plan | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Starting Price | From $8 per user per month | From $10 per user per month | From $10 per user per month | From $15 per user per month | From $19 per user per month |
| Free Trial | Free trial available | Free trial available | Free trial available | Free trial available | Free trial available |
| Bulk Send | Included on select plans | Available as add-on | Available on business plans | Included on business plans | Available on select plans |
| API Included | Included with developer access | Available with API plans | Included with enterprise | Available with business plans | Included with enterprise plans |
| Advanced Authentication | Two-factor and SAML options | Two-factor and phone auth | Two-factor and SSO | Email and SMS auth | Two-factor and SSO |
| Enterprise Support | Dedicated support options | Enterprise contracts available | Enterprise SLA options | Business support plans | Enterprise onboarding available |
Documenting poor performance is crucial for maintaining a fair and transparent workplace. It provides a clear record of employee behavior, performance issues, and any steps taken to address these concerns. This documentation can protect the organization legally and ensure that all employees are treated consistently. When writing up an employee for poor performance, it is essential to be objective, focusing on specific behaviors and outcomes rather than personal attributes.
Before writing up an employee, gather all relevant evidence. This may include:
Having a comprehensive collection of evidence helps create a clear picture of the employee's performance and ensures that the write-up is based on factual information.
When drafting the write-up, follow a structured format to ensure clarity and professionalism. Include the following elements:
Using this format helps ensure that the write-up is comprehensive and easy to understand.
It is important to approach performance write-ups with fairness and consistency. Ensure that similar performance issues are addressed in the same manner across all employees. This includes using the same criteria for evaluations and write-ups. Consistency helps build trust within the team and reinforces the organization's commitment to fair treatment.
Once the write-up is completed, schedule a private meeting with the employee to discuss the document. During this meeting:
Effective communication during this process can help foster a constructive dialogue and encourage the employee to take ownership of their performance improvement.
Using digital tools can streamline the process of writing up an employee for poor performance. With airSlate SignNow, you can prepare and send documents securely for eSigning. This allows for quick modifications, easy sharing, and a clear audit trail of all communications. By digitizing the documentation process, organizations can enhance efficiency and maintain organized records that are easily accessible.