Mastering Employee Documentation: Essential Do’s and Don’ts for Performance, Behavior, and Discipline
Fortify Your Documentation—Protect Your Organization from Legal Risks!
Instructor :
Diane Dee
Webinar ID:
13264
Date: SEP 09, 2024 (MON)
Start Time: 10 AM PT - 11 AM PT
Duration: 1 Hr.
What you will learn
-
- Importance Of Solid Documentation And Routine Documentation Practices
- What, When, And How To Document Effectively
- Avoiding Common Errors And Pitfalls In Documentation
- Best Practices For Documenting Performance And Behavior Issues
- Role Of Documentation In Investigations And Legal Proceedings….
-
- Importance Of Solid Documentation And Routine Documentation Practices
- What, When, And How To Document Effectively
- Avoiding Common Errors And Pitfalls In Documentation
- Best Practices For Documenting Performance And Behavior Issues
- Role Of Documentation In Investigations And Legal Proceedings
- Understanding And Implementing Progressive Discipline In The Workplace
- Handling Disagreements And Refusals With Performance Write-Ups
- Conducting Effective Performance Appraisals And Providing Feedback
- Making Termination Decisions And Managing Documentation Retention
Course Description
The absence of solid documentation is the most common mistake employers make when handling employee performance, behavior, and discipline issues. Failure to properly document—or neglecting to document at all—can have serious consequences for both employers and employees.
- Critical decisions such as disciplining, terminating, promoting, rewarding, and recognizing employees hinge on solid documentation.
- Legal protection: Comprehensive documentation is crucial for defending against discrimination or other employment-related claims.
- Essential skill: Managers and supervisors must understand the do’s and don’ts of documentation to maintain accurate records of employee conduct—both positive and negative.
Join this interactive webinar led by Diane Dee, a senior HR professional with over 30 years of experience. Diane will cover:
- Common errors and pitfalls in documentation.
- Best practices for maintaining thorough and accurate records.
- How to use documentation to support fair and consistent decision-making.
Equip yourself with the tools and knowledge to confidently manage employee documentation, ensuring both compliance and fairness in your workplace.
Join Now!
The absence of solid documentation is the most common mistake employers make when handling employee performance, behavior, and discipline issues. Failure to properly document—or neglecting to document at all—can have serious consequences for both employers and employees.
- Critical decisions such as disciplining, terminating, promoting, rewarding, and recognizing employees hinge on solid documentation.
- Legal protection: Comprehensive documentation is crucial for defending against discrimination or other employment-related claims.
- Essential skill: Managers and supervisors must understand the do’s and don’ts of documentation to maintain accurate records of employee conduct—both positive and negative.
Join this interactive webinar led by Diane Dee, a senior HR professional with over 30 years of experience. Diane will cover:
- Common errors and pitfalls in documentation.
- Best practices for maintaining thorough and accurate records.
- How to use documentation to support fair and consistent decision-making.
Equip yourself with the tools and knowledge to confidently manage employee documentation, ensuring both compliance and fairness in your workplace.
Join Now!
Why you should attend
Participants in this webinar will gain essential insights into:
- The importance of creating effective, bullet-proof documentation to safeguard your organization.
- Recognizing common pitfalls to avoid when documenting employee performance, behavior, and discipline.
- Understanding the critical role of documentation in the performance appraisal process to ensure fair and consistent evaluations.
- Learning how documentation can protect your organization during investigations and lawsuits, helping to minimize legal risks.
Enroll Now!
Participants in this webinar will gain essential insights into:
- The importance of creating effective, bullet-proof documentation to safeguard your organization.
- Recognizing common pitfalls to avoid when documenting employee performance, behavior, and discipline.
- Understanding the critical role of documentation in the performance appraisal process to ensure fair and consistent evaluations.
- Learning how documentation can protect your organization during investigations and lawsuits, helping to minimize legal risks.
Enroll Now!
Areas Covered
- Importance of Solid Documentation
- What, When, & How to Document
- Documenting as a Routine Task – Don’t Put It Off!
- If It Isn’t Documented, It Didn’t Happen!
- Errors & Pitfalls When Documenting Performance & Behavior
- Best Practices & Guidelines for Documenting Performance & Behavior
- Analyzing Performance & Behavioral Problems
- Assessing the Risks of Taking Action Versus Not Taking Action
- Use of Subjective vs. Objective Terminology & Examples
- Documentation Examples: The Good, Bad & The Ugly!
- Goals & Key Elements of Conducting Effective Investigations of Performance & Behavior
- Role Documentation Plays in Investigations & Lawsuits
- Progressive Discipline: What Is It?
- Utilizing Progressive Discipline in Your Workplace
- Handling Employee Disagreements with Disciplinary and/or Performance Write-Ups
- What to Do When an Employee Refuses to Sign/Acknowledge Performance Write-Ups
- Stakeholder Responsibilities in the Performance Appraisal Process
- Factors That Distort Performance Appraisals
- Common Issues When Providing Feedback & How to Overcome Them
- Tactics for Providing Effective Feedback
- Pitfalls to Avoid When Assessing Performance
- Taking Corrective Action
- Making the Decision to Terminate and Conducting Termination Discussions
- Documentation Retention
BONUS:
- PDF copy of the presentation handout for your future reference.
- Soft copy of the certificate of completion on request.
- Q&A Session with the Presenter: Get your pressing questions answered verbally, via chat or email.
- Importance of Solid Documentation
- What, When, & How to Document
- Documenting as a Routine Task – Don’t Put It Off!
- If It Isn’t Documented, It Didn’t Happen!
- Errors & Pitfalls When Documenting Performance & Behavior
- Best Practices & Guidelines for Documenting Performance & Behavior
- Analyzing Performance & Behavioral Problems
- Assessing the Risks of Taking Action Versus Not Taking Action
- Use of Subjective vs. Objective Terminology & Examples
- Documentation Examples: The Good, Bad & The Ugly!
- Goals & Key Elements of Conducting Effective Investigations of Performance & Behavior
- Role Documentation Plays in Investigations & Lawsuits
- Progressive Discipline: What Is It?
- Utilizing Progressive Discipline in Your Workplace
- Handling Employee Disagreements with Disciplinary and/or Performance Write-Ups
- What to Do When an Employee Refuses to Sign/Acknowledge Performance Write-Ups
- Stakeholder Responsibilities in the Performance Appraisal Process
- Factors That Distort Performance Appraisals
- Common Issues When Providing Feedback & How to Overcome Them
- Tactics for Providing Effective Feedback
- Pitfalls to Avoid When Assessing Performance
- Taking Corrective Action
- Making the Decision to Terminate and Conducting Termination Discussions
- Documentation Retention
BONUS:
- PDF copy of the presentation handout for your future reference.
- Soft copy of the certificate of completion on request.
- Q&A Session with the Presenter: Get your pressing questions answered verbally, via chat or email.
Who is this course for
Maximize The Learning Experience in A Group Setting!
- Human Resources Manager
- HR Director
- Employee Relations Specialist
- HR Generalist
- HR Business Partner
- Training and Development Manager
- Operations Manager
- Team Leader/Supervisor
- Legal Counsel (Employment Law)
Maximize The Learning Experience in A Group Setting!
- Human Resources Manager
- HR Director
- Employee Relations Specialist
- HR Generalist
- HR Business Partner
- Training and Development Manager
- Operations Manager
- Team Leader/Supervisor
- Legal Counsel (Employment Law)
Instructor Profile
Diane L. Dee, President and Founder of Advantage HR Consulting, LLC is a senior Human Resources professional with over 30 years of experience in the HR arena. Diane’s background includes experience in HR consulting, training, and administration in corporate, government, consulting and pro bono environments.
Diane founded Advantage HR Consulting in early 2016. Under Diane’s leadership, Advantage HR Consulting provides comprehensive, cost-effective Human Resources solutions for small to mid-sized public and private firms in the greater Chicagoland area. Diane also develops and conducts webinars on a wide variety of HR compliance and administrative topics for various training firms across the country. Additionally, Diane is the author of multiple white papers and e-books addressing various HR compliance topics.
Diane holds a Master Certificate in Human Resources from Cornell University’s School of Industrial and Labor Relations and has attained SPHR and SHRM-SCP certification. Diane is a member of the National Association of Women Business Owners and the Society for Human Resource Management. Additionally, Diane performs pro bono work through the Taproot Foundation assisting non-profit clients by integrating their Human Resources goals with their corporate strategies
