Know your rights. Have your notes. Walk in ready.
What's inside this checklist
Pre-meeting prep: what to bring and what to review
Your rights as an employee during HR proceedings
Questions to ask — and answers to document
How to respond to common difficult scenarios
What to do immediately after the meeting
Documentation checklist to protect yourself
About this template
Being called into an HR meeting is stressful — whether you're an employee facing a tough conversation or a manager conducting one. This checklist helps you prepare for both sides of the table.
Who this is for
Employees facing performance reviews, disciplinary meetings, complaints, or termination conversations. Also useful for HR managers and small business owners.
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