Mark $($he$/$his$)$ is a Financial Services Rep at CIBC

Has worked there for $7$ years and performed well until June $2022$ when it became terrible

Never previously subject to any disciplinary action

Mark$$s manager Laurie $($she$/$her$)$ said he$$s been watching $3$ hours of YouTube per day at work

You, Mark, and Laurie had an investigative interview in August $2023$ to address the problem

Mark said he was very stressed and going through a divorce and unable to focus on work

You recommended in the interview he use his company benefits to help himself

It is now February $2024.$ Unfortunately, Laurie needs to initiate the progressive discipline process.

What does Laurie include in her documentation of the issue?