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Management documents Disciplinary documents

File note form template

Reviewed 31 March 2021

The purpose of a file note is for a line manager to keep a record of a discussion with an employee, where the employee has displayed poor performance, a questionalble attitude, or has committed misconduct.

The form also allows for subsequent agreed actions/targets or objectives to be recorded.

File note

Private and Confidential

Employee:  
Job title:  
Department:  

Summary

Subject:

e.g. timekeeping

 

Background:

This is a word-limited preview. The full template will be displayed here in full once you purchase it individually, or when you purchase the management template pack.

Management template pack

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