Your HR Toolkit - Resources

Managing Underperformance

Address performance issues systematically and fairly. From initial conversations to performance improvement plans and formal warnings, this toolkit helps you manage underperformance compliantly.

6 resources
Checklists, Guides, Templates
All
Template
Guide
Framework
Checklist
Script
Guide
Underperformance Process Map

Step by step guide through the underperformance management process. From initial conversations and documentation through to formal performance improvement plans.

Template
Record of Discussion

The step between informal feedback and a written warning. Capture what was discussed, what the team member said, the actions agreed and the review date in a short, signed record. Fill it in during the meeting.

Template
Written Warning Generator

Generate legally sound written warnings and final written warnings. Structured guidance ensures consistency and compliance throughout the performance management process.

Template
PIP Generator

Create a formal Performance Improvement Plan with clear objectives, success metrics and review timelines. Document expectations and support arrangements in one document.

Checklist
General Protections Risk Assessment Quiz

Interactive quiz to assess your risk of unfair dismissal claims. Identifies potential pitfalls and provides guidance on managing performance fairly.

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