1. Review the Counseling form for HR policy compliance and proper documentation and either click Approve, Request Revision or Deny on the form
a. If requesting revision, note any specific changes that will need to be made by the manager before the form is approved
b. If denying, the form contents will be permanently deleted except for the employee, date created, and manager
2. Ensure that managers are following the proper process for delivering counseling to the employee and entering the counseling date on the form