Employee Counseling Checklist HR Template

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EMPLOYEE COUNSELING CHECKLIST

Employee Name: Paul Smith Counselor’s Name: Isabella Garcia

Instructions: This serves as a guide for conducting effective employee counseling sessions. Tick the box when completed. Items are listed from session start to finish.

	Establish a comfortable environment.
	Confirm the purpose of the counseling session.
	Clearly define the issue(s) or concern(s) being addressed.
	Encourage the employee to express their perspective.
	Provide constructive feedback and suggestions for improvement.
	Address any misunderstandings or misconceptions.
	Collaboratively develop an action plan to address the identified issues.
	Set clear and achievable goals.
	Identify any resources or support systems available to assist the employee.
	Offer guidance on accessing relevant support services or training.
	Document key points discussed during the counseling session
	Schedule a follow-up meeting to review progress on the action plan.
	Summarize the key takeaways of the counseling session.
	Reiterate the confidentiality of the counseling session.
	Ensure the employee understands the action plan and next steps.

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