PERFORMANCE DOCUMENTATION GUIDELINES: Your Steps For Success
- State the position requirements
Clearly state what the job description or Hanover policy requires. Reference any operations policies or company policies (i.e., Attendance Policy 3-18) - Describe the performance issues in concrete terms with SPECIFIC BEHAVIORAL EXAMPLES.
Describe the conduct, not the individual. Avoid making broad judgements using words such as “always” and “never”. Include a list of behavioral examples, recording specific dates to show when and where the unwanted behaviors occurred. Keep all your observations job-related. - Reference prior discussions
Include all instances where you have discussed this problem with the employee (i.e., emails, conversations, monthly review, team meetings). If this is a WRITTEN WARNING, you should have had a prior verbal warning. - Explain the impact of the performance problem
Describe how this behavior has impacted the team, manager, or property goals. This helps the employee understand why he/she needs to correct the problem. - Describe your expectations
Be specific. Do not just tell the employee what NOT to do, tell your employee what they SHOULD do (i.e., the employee should enter a follow-up call into Entrata within 24-48 hours, the employee should notify the manager at least 48 hours prior to the due date if he is unable to meet the required deadline). - Describe the actions that need to be taken to correct the problem
Describe clear action steps with dates and times (i.e., I expect your report to be turned in by 5pm every Friday)
Performance Documentation Template - State the position requirements
- Describe the performance issues with specific behavioral examples
- Reference your prior discussions with the employee
- Explain the impact of the performance problem
- Describe your expectations
- Describe the actions that need to be taken to correct the problem
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