Do's and Don'ts of Documenting Employee Behaviour, Performance, and Discipline

09 Oct 2024
12:00 PM PDT | 03:00 PM EDT
60 Minutes

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. 

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.

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

WHO WILL BENEFIT?

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

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.

  • 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
  • Business Owners
  • Human Resources professionals
  • Managers & Supervisors
  • Project Managers
  • Team Leaders
  • Compliance professionals
  • Operations professionals
  • Talent Development professionals
Currency:
Webinar Option
Live + Recorded Session
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Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB
Group Session Participants + Recorded

Live Session with unlimited participants. Invite any number of attendees to join.

Speaker Profile

ins_img Diane L. Dee

Diane L. Dee, President of Advantage HR Consulting, has over 25 years of experience in the Human Resources arena. Diane’s background includes experience in HR consulting and administration in corporate, government, consulting, and pro bono environments. Diane founded Advantage HR Consulting in early 2016. Under Diane’s leadership, Advantage HR provides comprehensive, cost-effective Human Resources solutions for small to mid-sized firms in the greater Chicagoland area. Additionally, Diane conducts webinars on a wide variety of HR topics for various training firms across the country. Diane holds a Master's Certificate in Human Resources from Cornell University’s School of Industrial and Labor Relations …

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