Documenting Employee Behavior & Performance: The Do’s, Don’ts, and Legal Essentials
Master Effective Documentation to Boost Performance and Shield Your Business!
Instructor :
Diane Dee
Webinar ID:
18733
Date: DEC 16, 2024 (MON)
Start Time: 10 AM PT - 11:30 AM PT
Duration: 90 Mins.
What will you learn
-
- Master Importance Of Accurate Documentation For Legal And Managerial Success.
- Learn Effective Techniques For Documenting Employee Performance And Behavior.
- Understand Progressive Discipline And Its Role In Workplace Management.
- Handle Disagreements And Refusals During Performance And Disciplinary Write-Ups.
- Avoid Common Pitfalls In Feedback, Appraisals, And Documentation Processes.
- Conduct Thorough Investigations And Implement Corrective And ….
-
- Master Importance Of Accurate Documentation For Legal And Managerial Success.
- Learn Effective Techniques For Documenting Employee Performance And Behavior.
- Understand Progressive Discipline And Its Role In Workplace Management.
- Handle Disagreements And Refusals During Performance And Disciplinary Write-Ups.
- Avoid Common Pitfalls In Feedback, Appraisals, And Documentation Processes.
- Conduct Thorough Investigations And Implement Corrective And Termination Actions.
- Explore Documentation Examples And Retention Best Practices For Compliance.
Course Description
As we close 2024, the stakes for proper employee documentation have never been higher.
In an era where legal claims and workplace compliance are under heightened scrutiny, effective documentation has become a critical tool for HR professionals and managers.
Yet, failing to document correctly—or not at all—remains one of the most frequent and costly mistakes employers make.
Without solid documentation, you risk:
-
- Challenges in disciplining, promoting, or terminating employees fairly
- Increased vulnerability to discrimination claims and legal disputes
- Missed opportunities to reward and recognize top performers
Why prioritize documentation now? Proper documentation safeguards your organization, ensures compliance with evolving employment laws, and promotes a culture of accountability.
This 90-minute interactive webinar, presented by Diane Dee, an HR veteran with over 30 years of experience, is designed to help you:
-
- Avoid common pitfalls in documenting performance, behavior, and discipline
- Understand the legal implications of proper documentation in today’s workplace
- Master the art of creating accurate, actionable records for both positive and negative events
- Enhance your confidence in handling performance issues while minimizing risks
In this post-pandemic era, where transparency and fairness in the workplace are paramount, mastering documentation is no longer optional—it’s essential.
Secure your spot today to gain practical tools and strategies that will protect your organization and empower your HR practices into 2025 and beyond.
Join Now!
As we close 2024, the stakes for proper employee documentation have never been higher.
In an era where legal claims and workplace compliance are under heightened scrutiny, effective documentation has become a critical tool for HR professionals and managers.
Yet, failing to document correctly—or not at all—remains one of the most frequent and costly mistakes employers make.
Without solid documentation, you risk:
-
- Challenges in disciplining, promoting, or terminating employees fairly
- Increased vulnerability to discrimination claims and legal disputes
- Missed opportunities to reward and recognize top performers
Why prioritize documentation now? Proper documentation safeguards your organization, ensures compliance with evolving employment laws, and promotes a culture of accountability.
This 90-minute interactive webinar, presented by Diane Dee, an HR veteran with over 30 years of experience, is designed to help you:
-
- Avoid common pitfalls in documenting performance, behavior, and discipline
- Understand the legal implications of proper documentation in today’s workplace
- Master the art of creating accurate, actionable records for both positive and negative events
- Enhance your confidence in handling performance issues while minimizing risks
In this post-pandemic era, where transparency and fairness in the workplace are paramount, mastering documentation is no longer optional—it’s essential.
Secure your spot today to gain practical tools and strategies that will protect your organization and empower your HR practices into 2025 and beyond.
Join Now!
Why you should attend
In today’s workplace, where compliance and accountability are paramount, knowing how to document performance, behavior, and discipline effectively is no longer optional—it’s essential.
This webinar is tailored to provide you with actionable strategies that address common documentation challenges and elevate your professional expertise.
By attending this 90-minute interactive training, you will:
-
- Learn to create bullet-proof documentation that withstands scrutiny and supports your decisions.
- Identify and avoid common pitfalls that can undermine your credibility and expose your organization to risks.
- Understand the critical role of documentation in performance appraisals and how it ensures fair and effective employee evaluations.
- Gain insights into documentation’s legal implications, especially during investigations and lawsuits, protecting your organization from costly missteps.
- Enhance your HR and managerial skills, equipping you to handle performance and behavior challenges with confidence.
As 2024 comes to a close, it’s the perfect time to refine your processes and prepare for a more effective and compliant 2025. This training empowers you with the tools and knowledge to not only improve your day-to-day responsibilities but also advance your career.
Don’t miss this opportunity to transform your approach to documentation and safeguard your organization.
Reserve your spot today!
In today’s workplace, where compliance and accountability are paramount, knowing how to document performance, behavior, and discipline effectively is no longer optional—it’s essential.
This webinar is tailored to provide you with actionable strategies that address common documentation challenges and elevate your professional expertise.
By attending this 90-minute interactive training, you will:
-
- Learn to create bullet-proof documentation that withstands scrutiny and supports your decisions.
- Identify and avoid common pitfalls that can undermine your credibility and expose your organization to risks.
- Understand the critical role of documentation in performance appraisals and how it ensures fair and effective employee evaluations.
- Gain insights into documentation’s legal implications, especially during investigations and lawsuits, protecting your organization from costly missteps.
- Enhance your HR and managerial skills, equipping you to handle performance and behavior challenges with confidence.
As 2024 comes to a close, it’s the perfect time to refine your processes and prepare for a more effective and compliant 2025. This training empowers you with the tools and knowledge to not only improve your day-to-day responsibilities but also advance your career.
Don’t miss this opportunity to transform your approach to documentation and safeguard your organization.
Reserve your spot today!
Areas Covered
-
- Importance of Solid Documentation: Understand why proper documentation is essential for employee management and legal compliance.
- Role Documentation Plays in Investigations and Lawsuits: Learn how documentation supports investigations and protects against legal claims.
- “If It Isn’t Documented, It Didn’t Happen!”: Discover how accurate documentation can validate actions and decisions.
- What, When, and How to Document: Master the timing and techniques for effective documentation.
- Making Documentation a Routine Task: Learn to integrate documentation into your daily workflow to avoid delays.
- Errors and Pitfalls When Documenting Performance and Behavior: Identify common mistakes and how to avoid them.
- Best Practices and Guidelines for Documentation: Explore proven strategies to ensure documentation accuracy and consistency.
- Analyzing Performance and Behavioral Problems: Develop skills to evaluate and address employee issues objectively.
- What Is Progressive Discipline? Understand this step-by-step approach to addressing performance and behavior issues.
- Utilizing Progressive Discipline in Your Workplace: Learn how to implement this process effectively.
- Handling Employee Disagreements: Address conflicts arising from disciplinary or performance write-ups.
- Managing Employee Refusals to Sign/Acknowledge Write-Ups: Tactics to handle situations where employees refuse to comply.
- Documentation Examples – The Good, Bad, and Ugly: Review real-world examples to distinguish between effective and ineffective documentation.
- Subjective vs. Objective Terminology: Understand the impact of word choice in documentation with practical examples.
- Assessing Risks of Taking Action vs. Inaction: Learn how to weigh the consequences of different approaches.
- Stakeholder Responsibilities in Performance Appraisals: Clarify roles to ensure accurate and fair evaluations.
- Factors That Distort Performance Appraisals: Recognize and address common biases and issues.
- Common Issues in Providing Feedback: Learn to overcome obstacles and deliver constructive, actionable feedback.
- Tactics for Providing Effective Feedback: Master techniques to communicate feedback that drives improvement.
- Pitfalls to Avoid When Assessing Performance: Identify and sidestep common evaluation errors.
- Goals and Key Elements of Effective Investigations: Explore how to conduct thorough investigations into performance and behavior issues.
- Taking Corrective Action: Learn strategies for implementing corrective measures that align with company policy.
- Making the Decision to Terminate and Managing Termination Discussions: Navigate these challenging situations with professionalism and confidence.
- Documentation Retention: Understand best practices for storing and managing employee records for future reference.
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: Understand why proper documentation is essential for employee management and legal compliance.
- Role Documentation Plays in Investigations and Lawsuits: Learn how documentation supports investigations and protects against legal claims.
- “If It Isn’t Documented, It Didn’t Happen!”: Discover how accurate documentation can validate actions and decisions.
- What, When, and How to Document: Master the timing and techniques for effective documentation.
- Making Documentation a Routine Task: Learn to integrate documentation into your daily workflow to avoid delays.
- Errors and Pitfalls When Documenting Performance and Behavior: Identify common mistakes and how to avoid them.
- Best Practices and Guidelines for Documentation: Explore proven strategies to ensure documentation accuracy and consistency.
- Analyzing Performance and Behavioral Problems: Develop skills to evaluate and address employee issues objectively.
- What Is Progressive Discipline? Understand this step-by-step approach to addressing performance and behavior issues.
- Utilizing Progressive Discipline in Your Workplace: Learn how to implement this process effectively.
- Handling Employee Disagreements: Address conflicts arising from disciplinary or performance write-ups.
- Managing Employee Refusals to Sign/Acknowledge Write-Ups: Tactics to handle situations where employees refuse to comply.
- Documentation Examples – The Good, Bad, and Ugly: Review real-world examples to distinguish between effective and ineffective documentation.
- Subjective vs. Objective Terminology: Understand the impact of word choice in documentation with practical examples.
- Assessing Risks of Taking Action vs. Inaction: Learn how to weigh the consequences of different approaches.
- Stakeholder Responsibilities in Performance Appraisals: Clarify roles to ensure accurate and fair evaluations.
- Factors That Distort Performance Appraisals: Recognize and address common biases and issues.
- Common Issues in Providing Feedback: Learn to overcome obstacles and deliver constructive, actionable feedback.
- Tactics for Providing Effective Feedback: Master techniques to communicate feedback that drives improvement.
- Pitfalls to Avoid When Assessing Performance: Identify and sidestep common evaluation errors.
- Goals and Key Elements of Effective Investigations: Explore how to conduct thorough investigations into performance and behavior issues.
- Taking Corrective Action: Learn strategies for implementing corrective measures that align with company policy.
- Making the Decision to Terminate and Managing Termination Discussions: Navigate these challenging situations with professionalism and confidence.
- Documentation Retention: Understand best practices for storing and managing employee records for future reference.
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
Experience the benefits of this training individually and maximize them in a group setting!
-
- Leaders Seeking To Foster Accountability And Fairness Across Their Teams
- Department Heads Wanting To Manage Employee Performance With Confidence
- Supervisors Struggling To Handle Disciplinary Actions Without Escalating Conflicts
- Training Managers Designing Targeted Learning Paths For Skill Development
- HR Professionals Committed To Reducing Legal Risks And Compliance Issues
- Team Leaders Managing Diverse Teams With Varied Performance Challenges
- Managers Looking To Provide Constructive And Actionable Feedback To Employees
- Executives Concerned With Maintaining A Culture Of Transparency And Fairness
- Professionals Aspiring To Advance Their Career Through Enhanced HR Knowledge
Experience the benefits of this training individually and maximize them in a group setting!
-
- Leaders Seeking To Foster Accountability And Fairness Across Their Teams
- Department Heads Wanting To Manage Employee Performance With Confidence
- Supervisors Struggling To Handle Disciplinary Actions Without Escalating Conflicts
- Training Managers Designing Targeted Learning Paths For Skill Development
- HR Professionals Committed To Reducing Legal Risks And Compliance Issues
- Team Leaders Managing Diverse Teams With Varied Performance Challenges
- Managers Looking To Provide Constructive And Actionable Feedback To Employees
- Executives Concerned With Maintaining A Culture Of Transparency And Fairness
- Professionals Aspiring To Advance Their Career Through Enhanced HR Knowledge
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
