Managing Underperformance Agent
Handle performance issues the right way fairly, clearly, and with the right documentation
This agent helps you manage underperformance from the first feedback conversation through to formal processes, written warnings, PIPs, and exits. It uses the COIN feedback framework and a defensible decision process so you can act with confidence and reduce your Fair Work exposure.
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Managing Performance Issues Is Hard but Avoiding Them Is Harder
Most managers know when something is not right. The problem is knowing what to do about it and doing it in a way that is fair to the employee, defensible to Fair Work, and actually resolves the issue.
You are delaying the conversation
Most performance issues get worse the longer they go unaddressed. The COIN framework (Context, Observation, Impact, Next Steps) gives managers a clear structure for initiating these conversations early and constructively.
There is no documentation trail
If a formal process becomes necessary, you will need evidence of the steps you have taken. Records of discussion, emails, feedback notes, and PIPs all form part of a defensible decision making process. Without them, decisions are difficult to support.
You do not know which process applies
The right approach depends on several factors. Is the employee still within their probationary period? Is this a capability issue or a conduct issue? Have expectations been clearly communicated? This agent assesses your situation and recommends the right starting point.
You are worried about a Fair Work claim
General protections and unfair dismissal provisions in the Fair Work Act apply before, during, and after formal performance management. This agent guides you through a general protections risk checklist before any significant action to reduce your exposure.
The Steps That Make a Performance Process Defensible
Fair management action including counselling, performance management, and investigations is explicitly not bullying under Australian workplace law. The key is that it must be fair, documented, and consistent.
What this agent can do
No HR experience needed. Just ask, act, and move forward with confidence.
How the Managing Underperformance Agent Helps
Prepare for the feedback conversation
Get a COIN structured script for your situation. Know what to say, how to say it, and what outcome to document. This agent also generates a resetting expectations guide for situations where goals have not been clearly communicated.
Generate the right document at the right stage
This agent produces records of employee discussion, structured PIPs with measurable success criteria, written warning letters, show cause meeting guides, and termination messaging. Each document is generated for your specific situation.
Work through the defensible decision framework
Before taking significant action, use the defensible decision framework and general protections checklist to assess risk, identify any vulnerabilities in your process, and confirm you have followed the right steps.
Prepare for the feedback conversation
Get a COIN structured script for your situation. Know what to say, how to say it, and what outcome to document. This agent also generates a resetting expectations guide for situations where goals have not been clearly communicated.
Generate the right document at the right stage
This agent produces records of employee discussion, structured PIPs with measurable success criteria, written warning letters, show cause meeting guides, and termination messaging. Each document is generated for your specific situation.
Work through the defensible decision framework
Before taking significant action, use the defensible decision framework and general protections checklist to assess risk, identify any vulnerabilities in your process, and confirm you have followed the right steps.
Manage issues fairly,clearly, and compliantly
Use HR performance management tools to handle underperformance with structure. Take action early, reduce risk and support better outcomes for your business and your team.