Introduction

    The absence of solid documentation is the single most common mistake employers make when handling employee performance, behavior and discipline issues.  Not properly documenting, or not documenting at all, can hurt employers in several ways.  Documentation can make or break a manager’s ability to discipline, terminate, fairly promote, reward and recognize employees. Additionally, solid documentation will become an employer’s best friend when an employee brings discrimination or other employment-related claims against the organization. 

Possessing a solid understanding of the do’s and don’ts of documenting employee performance, discipline, and behavior is an essential tool for managers and supervisors because they need to make a serious effort to effectively record all events in the employment history of their employees – both positive and negative. 

Learning Objectives

• The role documentation plays in investigations & lawsuits
• If it isn’t documented, it didn’t happen!
• Errors & pitfalls to be aware of when documenting employee performance & behavior
• Steps to follow when analyzing discipline problems
• How to handle employee disagreement with disciplinary and/or performance write-ups
• What, When How and Why to document
• Analyzing discipline problems
• Types of documentation
• Documentation examples:  The good, bad and the ugly!
• Creating bullet-proof documentation
• Best practices & guidelines when documenting employee performance
• Avoid these documentation errors
• Subjective vs. Objective terminology
• Tactics for providing effective feedback
• Handling employee rebuttals to feedback
• Pitfalls to avoid when assessing performance
• Documentation’s role in investigations & lawsuits
• Documentation retention

Why should you attend?

Attendance at this presentation will enable participants to create effective, bullet-proof documentation, recognize the pitfalls to avoid when documenting, and understand documentation’s role in investigations and lawsuits.

Who Will Benefit

• Business Owners
• Human Resources professionals
• Managers & Supervisors
• Project Managers
• Team Leaders
• Compliance professionals
• Operations professionals
• Talent Development professionals