All templates

Employee Write-Up Experience & Fairness Check

Captures how an employee experienced a formal write-up or written warning — clarity of the issue, perceived fairness, and what support would help them improve. Built for HR teams and people managers auditing disciplinary conversations, with an AI follow-up interview that surfaces exactly what the employee understood, agreed with, or found unclear.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

12 questions · ~7 min
Q01
Message

Thanks for taking a few minutes for this. This short, confidential check-in is about the recent write-up conversation with your manager — your honest feedback helps HR make sure these conversations are clear and fair. About 5 minutes.

Q02
Multiple ChoiceRequired

What type of write-up did you receive?

  • Verbal warning documented in writing
  • First written warning
  • Final written warning
  • Performance improvement plan notice
  • Other
Q03
Opinion ScaleRequired

How clearly did your manager explain the specific reasons for the write-up?

Scale: 15
Min:Not clear at allMax:Extremely clear
Q04
Opinion ScaleRequired

Overall, how fair did this write-up feel to you?

Scale: 17
Min:Very unfairMax:Very fair
Q05
MatrixRequired

Thinking about the conversation itself, how much do you agree with each statement?

4 rows × 5 columns
  • My manager clearly explained the specific issue
  • I had a genuine chance to share my perspective
  • The expectations going forward were clearly defined
  • I understand what happens if the issue isn't resolved
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q06
Rating ScaleRequired

How confident are you that you can meet the expectations laid out in the write-up?

Range: 15
Min:Not at all confidentMax:Extremely confident
Q07
Multiple Choice

What would help you most in improving from here? Select all that apply.

  • Additional training or resources
  • Clearer written expectations
  • More frequent check-ins with my manager
  • A mentor or buddy
  • Adjusted workload or schedule
  • I don't think I need additional support
Q08
AI Interview

Reconstruct what the employee actually understands about the issue behind the write-up: do they agree with how it was characterized, and where do they see it differently? If they rated fairness low, probe specifically what felt unfair — the process, the timing, or the reasoning. Then explore concretely what would get in the way of meeting the stated expectations over the next 30-90 days.

Q09
Long Text

Is there anything else about this write-up or the conversation you'd like HR to know?

Q10
Multiple Choice

How long have you been with the company?

  • Less than 6 months
  • 6 months to 2 years
  • 2 to 5 years
  • More than 5 years
  • Prefer not to say
Q11
Short Text

What team or department are you part of? (Optional)

Q12
Message

That's everything — thank you for your honesty. Your responses are reviewed confidentially by HR to help make write-up conversations clearer and more consistent, not shared directly with your manager.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Includes an AI follow-up interview that reconstructs what the employee actually understood about the issue behind the write-up, rather than stopping at static ratings
  • Pairs opinion-scale questions on clarity and fairness with a matrix on the conversation itself, giving HR both quantitative and qualitative signal in one flow
  • Asks directly what would help the employee improve (select-all-that-apply) and a confidence rating on meeting expectations, surfacing actionable support needs, not just complaints
  • Closes with an open-ended field and tenure/department context, so responses can be reviewed confidentially and segmented without extra setup

SurveyMonkey

Employee Write-Up Form Template

A ready-to-field static form template for documenting employee write-ups, built on SurveyMonkey's established survey infrastructure. It's designed as a straightforward documentation form rather than a two-way experience/fairness check-in with the employee. Good for HR record-keeping, but not built to probe employee understanding or sentiment in depth.

What it does well

  • Fielding-ready template on a widely-used, established survey platform
  • Likely benefits from SurveyMonkey's broad question-type library and reporting dashboard
  • Simple to deploy for standard HR documentation needs

Where it falls short

  • Static question set with no adaptive follow-up to probe what the employee actually understood
  • No published methodology for how questions were designed or scored
  • No voice-based interview option for employees who prefer speaking over typing

SurveySparrow

Free Employee Write up Form Template | For Disciplinary Action

A free, conversational-style form template aimed specifically at disciplinary write-up documentation. SurveySparrow's format may offer a more chat-like feel than a traditional form, but it remains a fixed question set rather than an adaptive interview. Suitable for capturing basic write-up details rather than surfacing nuanced fairness perceptions.

What it does well

  • Free to use, lowering the barrier for smaller HR teams
  • Conversational UI style associated with SurveySparrow's product line
  • Purpose-built for disciplinary action documentation

Where it falls short

  • No adaptive AI follow-up to reconstruct the employee's actual understanding of the issue
  • No automated per-response quality scoring or auto-generated report
  • No transparent, published prompt/methodology for how fairness or clarity is assessed

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.