Employee Performance Case Notes Form
Use this Employee Performance Case Notes Form to document and track employee performance-related incidents, concerns, actions, and follow-up plans.
Employee Full Name
*
First Name
Last Name
Date of Case Note
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Case Note Author (Your Name)
*
First Name
Last Name
Department or Team
Context or Setting of Incident
*
Date and Time of Incident
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Description of Incident
*
Performance Concerns Observed
*
Actions Taken or Planned
*
Follow-Up Plan or Next Steps
Submit Case Note
Should be Empty: