Module 2: Onboarding & Probationary Periods

Managing Underperformance

The formal end of the underperformance ladder. A Record of Employee Discussion when informal feedback has not landed, a Performance Improvement Plan when the issue needs structure, and a Written Warning when the next step has to be on the record. Each tool stands on its own and connects to the others so nothing slips between steps.

Resources in this module

3 RESOURCES
Worksheet

Record of Employee Discussion

Fill in live during an informal performance chat with an educator: concern, their response, agreed actions and review date, then both sign before they leave the room so nothing drifts.

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Generator

Performance Improvement Plan Builder

Build a Fair Work compliant formal plan with clear concerns, standards, support, timeline and progress check-ins. Ready to sign at the meeting and fill in as the plan runs.

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Generator

Written Warning Generator

Draft a Fair Work defensible formal warning letter with First Written, First and Final Written or Final Written options, anchored in your dates, observations, expectations and the educator's right to respond.

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