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Run: Flight Risk Conversation Documentation Form

Document a retention conversation with an employee showing flight-risk behaviors, the concerns discussed, and the follow-up plan in one structured form. Use ...

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Conversation Overview

Conversation date (required)

Select the date the conversation took place.

Conversation time

Optional: record the time if needed for case tracking.

Conversation type (required)

Choose the type that best matches the discussion.

Manager name (required)

Enter the manager or supervisor documenting the conversation.

Employee name or employee ID (required)

Use the minimum identifier needed by your organization. Avoid collecting extra PII.

Department

Optional: department or team for routing and follow-up.

Observed Flight-Risk Indicators

Observed indicators (required)

Select all observable indicators that were present.

Details of observed indicators (required)

Describe specific examples, dates, or patterns. Keep the documentation factual and job-related.

Business impact

Optional: note any operational or team impact observed.

Employee Perspective and Support Needs

Employee-shared concerns

Select the concerns the employee raised, if any.

Employee comments or summary

Summarize the employee's perspective in neutral, factual language. Do not include unnecessary PII.

Was an accommodation or support need discussed? (required)

Select yes if the conversation included a possible ADA reasonable accommodation or other support need.

Support or accommodation details

Document only the minimum necessary details needed for follow-up. Route sensitive health-related information through appropriate HR channels.

Agreed Actions and Follow-Up

Agreed actions (required)

Add one row per action item.

Follow-up date (required)

Select the date for the next retention follow-up.

Follow-up owner (required)

Who will own the follow-up conversation or check-in?

How will progress be measured?

Briefly describe the observable outcome or metric that will indicate progress.

Consent and Disclosure

Employee was informed that this conversation is being documented for HR follow-up and audit trail purposes (required)

Check to confirm the disclosure was made.

Yes No N/A

Employee consented to documentation of the conversation (required)

If the employee did not consent, document only what is permitted by policy and law.

Additional notes

Optional: include any other relevant, job-related notes. Avoid unnecessary PII.

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