Built for managers, not HR departments

Stop relying on
memory.
Start documenting.

Paper Trail gives managers a simple, structured way to document employee conversations, track patterns, and download clean records; before they need them.

No credit card required  ·  Free plan includes 3 records  ·  Already have an account? Sign in

Employee Conversation Record
Employee Name
Jordan Mitchell
Department
Operations
Type of Conversation
Coaching
Attendance
Performance
Conduct
Observed Facts
On March 10, Jordan arrived 20 minutes after scheduled start time. This is the third occurrence in four weeks...
↓ Save & Download
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"I handled it verbally."Verbal conversations disappear. When a situation escalates, undocumented conversations don't exist.

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"I wrote it in an email somewhere."Scattered notes across inboxes and docs create inconsistency; and risk.

"I'll document it later."Details fade fast. The best documentation happens the same day; while facts are fresh.

How It Works

Three steps to clean, defensible documentation.

Paper Trail keeps it simple so managers actually use it; instead of avoiding it.

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1. Choose your worksheet
Pick from four structured forms; each one built around what managers actually need to capture.
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2. Fill it out online
Guided fields keep your documentation objective and complete. Write facts, not feelings.
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3. Print or save as PDF
Every completed worksheet opens as a formatted print view; ready to save as PDF or print directly.
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Your records, saved
Pro members can re-download any past record anytime and build a complete picture over time.
The Four Worksheets

Clear forms. Clean records. No guesswork.

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Employee Conversation Record
Document any coaching, attendance, performance, conduct, or policy conversation.
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Performance Pattern Summary
Connect prior conversations into a documented pattern with improvement plans.
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Workplace Incident Report
Capture complaints, safety concerns, policy violations, and harassment incidents.
Annual HR Risk Review
Year-end compliance and risk assessment checklist for your team or department.

"If it's not documented, it didn't happen."

The first rule of people management

Simple Pricing

Start free. Upgrade when you're ready.

Less than a single hour of HR consulting. Cancel anytime.

Free
$0
No credit card required
  • All 4 worksheet types
  • Print and save as PDF
  • Up to 3 saved records
  • Unlimited record history
  • Re-download past records
Get Started Free

Need HR support beyond documentation?  Work with Erina directly →