HR Meeting Protocol

HR MEETING PROTOCOL

Meeting Details

Meeting Type: Investigative Disciplinary Counseling Other:

Meeting Date:    Time:

Participants & Roles

HR Representative:

Manager/Supervisor:

Employee/Subject:    Employee ID:

Purpose & Agenda

Confidentiality, Rights & Recording

This meeting and any associated documentation are confidential human resources records. Information disclosed is maintained for legitimate business purposes and will be disclosed only on a need-to-know basis consistent with applicable policy. Unauthorized dissemination may result in disciplinary action.

Employee has the right to be accompanied by a representative during this meeting. Employee representative:    Relationship:

Recording: Permitted with consent of all attendees    Not permitted

Documents Reviewed & Evidence

Summary of Discussion

Findings & Determination

Action Plan & Corrective Measures

Required Action(s):

Responsible Person:    Due Date:

Monitoring/Follow-up Procedure:

Next Follow-up Meeting:    Time:

Employee Information

Position Information

Reporting Manager:    Start Date:

Employment History (Most Recent)

Title:    From:   To:

Employment History (Prior)

Title:    From:   To:

Education

Graduation Date:

References

Phone:    Email:    Relationship:

Phone:    Email:    Relationship:

Phone:    Email:    Relationship:

Legal Disclosures

At-Will Employment Statement: Except where expressly modified by a separate, written agreement signed by an authorized company officer, employment is at-will. Nothing in this protocol alters the employment relationship, and the company retains the right to discipline or terminate employment in accordance with policy and applicable law.

Equal Opportunity Statement: The company prohibits discrimination and harassment and makes employment decisions based on merit and business needs. All meetings conducted pursuant to this protocol will be carried out without regard to race, color, religion, sex, national origin, age, disability, or any other protected characteristic.

Certification & Authorizations

I certify that the information I have provided in this document is true and complete to the best of my knowledge. I understand that providing false information may result in corrective action up to and including termination.

Background and Reference Authorization: I authorize the company to contact prior employers, listed references, educational institutions, and other relevant third parties to verify information and to conduct background, credential, and employment verification checks as permitted by law. I understand that information obtained may be used in determining appropriate action and will be retained in my personnel record consistent with policy.

Employee Acknowledgment: I acknowledge receipt of this HR Meeting Protocol form and understand its contents.

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