How to Handle an Underperforming Employee
Checklist Guide

How to Handle an Underperforming Employee

MTT TeamNovember 13, 20254 min read

Every manager has had an employee they were quietly disappointed in for months before saying anything. The work was below standard, the attitude had drifted, the energy was off. The manager hoped it would self-correct. It rarely does. By the time the conversation finally happens, both sides feel ambushed: the employee because nobody told them, the manager because they have been stewing on it for weeks.

There is a better way to handle this, and it starts long before anyone uses the word "performance."

Decide What "Underperforming" Actually Means

If you cannot describe the gap in concrete terms, you are not ready to have the conversation. "Sarah is not pulling her weight" is a feeling. "Sarah is finishing four tickets a day when the team average is seven" is a fact. The first is unactionable. The second leads somewhere.

Before you sit anyone down, write out three things: what the standard is, what the person is actually doing, and what you have already done to make the standard clear. If you cannot answer the third one, the conversation is not about them. It is about your own expectations.

Have the Conversation Early

The single biggest mistake managers make is waiting. They give it another week, another month, another quarter. Each delay makes the eventual talk harder, because now they have months of evidence to dump on someone who thought everything was fine.

Address the gap the first or second time you see it. The conversation is small at that stage. "Hey, I noticed yesterday that the closing checklist was missing three items. What happened?" That is a 30-second exchange. Compare that to "we need to talk about the last six weeks," which is a 30-minute exchange and a damaged relationship.

Separate the Behavior From the Person

People take feedback poorly when it feels like an attack on who they are. They take it well when it feels like coaching on what they did. The phrasing matters.

Not: "you are sloppy."

Instead: "the last three tickets had errors that took the next shift extra time to fix. Let's talk about what is making that happen."

Same content. Completely different reception.

Find Out What is Actually Going On

A lot of underperformance has a reason that has nothing to do with the job. A new baby. A sick parent. A second job. A breakup. A health issue they have not mentioned. Ask, and then listen. You are not their therapist, but you cannot solve the problem if you do not know what it is.

Sometimes the answer is logistical. They never got the training they needed. The system they use does not work for them. The shift schedule is wrong. These are things you can fix. Other times the answer is that they have checked out and are looking for another job. That is also useful to know.

Set a Clear, Time-Bounded Plan

If the conversation ends with "try harder," nothing will change. The plan needs to be specific.

  • Two things they will start doing
  • One thing they will stop doing
  • A check-in date, usually two to four weeks out
  • What success looks like at that check-in

Write it down. Send it to them in writing. This is not a legal step. It is a clarity step. People perform better when they know what they are aiming at.

Follow Through

The hardest part is the follow-up. Most managers have the first conversation and then forget about it. The employee assumes the issue is resolved because nothing happened. Two months later the manager is frustrated again, and the cycle repeats.

Put the check-in on your calendar the moment you finish the first conversation. Show up to it. If they improved, say so out loud. If they did not, the next conversation gets harder, and that is the right consequence.

Know When the Answer is No

Not every performance issue can be coached. Some people are in the wrong role. Some are in the wrong company. If you have had two clear conversations and given them honest support and the work still is not happening, the kindest thing for everyone is to part ways. Dragging it out helps no one.

How MyTeamTasks Helps

A digital task system makes performance specific instead of vague. You can show someone exactly which tasks were skipped, which deadlines were missed, and how their pattern compares to the team. The conversation becomes about the data, not about your feelings. That is easier for the manager to say and easier for the employee to hear.

Try it for free

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