1 CEU HRCI |  1 PDC SHRM APPROVED

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 documented 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.

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 bulletproof 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 retention

Documentation’s role in investigations & lawsuits

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

Business Owners

Human Resources professionals

Managers & Supervisors

Project Managers

Team Leaders

Compliance professionals

Operations professionals

Talent Development professionals

Note: You will get access to the Recording link and E-Transcript; in your account and at your registered email address.