A Letter of Counseling is a crucial HR management tool used when an employee's performance or behavior requires formal attention but doesn't warrant immediate disciplinary action. Under English and Welsh employment law, this document serves as an intermediate step between verbal counseling and formal disciplinary procedures. The Letter of Counseling should detail specific instances of concern, establish clear expectations for improvement, and outline support measures available to the employee. It's particularly important to maintain compliance with the Employment Rights Act 1996 and ACAS guidelines while drafting this document, ensuring fair treatment and proper documentation of the counseling process.
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1. Date and Header Information: Company letterhead, date, employee details, manager details
2. Purpose Statement: Clear statement of why the counseling is being issued
3. Specific Incidents/Issues: Detailed description of the behavior or performance concerns
4. Expected Standards: Clear outline of expected behavior or performance standards
5. Action Plan: Specific steps for improvement and timeline
6. Support Offered: Resources and assistance available to the employee
1. Previous Discussions: Reference to prior verbal warnings or discussions when there is relevant history of similar issues
2. Consequences: Potential outcomes if improvement is not achieved, used when escalation may be necessary
3. Review Period: Specific timeframe for review of progress, used when ongoing monitoring is required
1. Performance Improvement Plan: Detailed plan with specific metrics and timelines
2. Relevant Policies: Copies of company policies being referenced
3. Meeting Notes: Notes from counseling meeting or previous discussions
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