If an employee is engaging in erratic or out-of-character behavior: 
- Don’t ignore the behavior. Unusual behavior is often the first sign that an employee is having difficulty with meeting performance expectations.
- Document the behavior. If the frequency of incidents is increasing, or if you see a pattern forming, consult with Human Resources.
- Review company policy. Human Resources will provide guidelines for addressing the situation and familiarize you with any relevant policies.
- Arrange a private meeting. Hold this meeting early in the day so the employee has time to access any relevant services.
- State your observations. Outline the behaviors you have documented. Sample language: “I have concerns about (describe behavior) and its impact on your job performance. Please help me understand what’s going on.”
- Allow the employee time to respond. If the person discloses that their behavior is being affected by a mental health or other medical issue, express appropriate concern and refer the person to HR and company resources. Avoid asking detailed questions about the person’s health.
- Establish performance expectations. Offer specific guidelines for workplace behavior and outline the consequences if these standards are not met. Consult with HR before taking any disciplinary action. Sample language: “These are your priorities. How can I help you meet these goals?”
- Make a referral to relevant company resources.
- Schedule a follow-up meeting. Check in with the employee to monitor performance improvement efforts.
