Instructor :
Margie Faulk

Webinar ID:
19945

Proper documentation isn’t just a best practice—it’s your first line of defense against costly litigation. Yet, many HR professionals and supervisors struggle with documenting negative performance and disciplinary actions effectively.

Poor documentation—or worse, no documentation—can expose organizations to legal risks, discrimination claims, and wrongful termination lawsuits.

This comprehensive training will equip you with the knowledge and tools to create legally sound, litigation-proof documentation while staying compliant with federal and state laws.

You’ll learn:

• • Key Documentation Principles
    • • What to document, where to store it, and who should have access.

• • Avoiding Legal Pitfalls
    • • How to ensure documentation aligns with legal and medical guidelines.

• • Factual vs. Legal Conclusions
    • • Why sticking to policy violations rather than legal accusations is critical.

• • Termination & Risk Management
    • • The role of documentation in justifying disciplinary actions and terminations while minimizing liability.

With the right approach, documentation becomes a powerful tool to protect your organization, strengthen HR policies, and ensure fair, compliant decision-making.

Don’t let poor records put your company at risk—learn how to document with confidence.

Enroll Now!

Proper documentation isn’t just a best practice—it’s your first line of defense against costly litigation. Yet, many HR professionals and supervisors struggle with documenting negative performance and disciplinary actions effectively.

Poor documentation—or worse, no documentation—can expose organizations to legal risks, discrimination claims, and wrongful termination lawsuits.

This comprehensive training will equip you with the knowledge and tools to create legally sound, litigation-proof documentation while staying compliant with federal and state laws.

You’ll learn:

• • Key Documentation Principles
    • • What to document, where to store it, and who should have access.

• • Avoiding Legal Pitfalls
    • • How to ensure documentation aligns with legal and medical guidelines.

• • Factual vs. Legal Conclusions
    • • Why sticking to policy violations rather than legal accusations is critical.

• • Termination & Risk Management
    • • The role of documentation in justifying disciplinary actions and terminations while minimizing liability.

With the right approach, documentation becomes a powerful tool to protect your organization, strengthen HR policies, and ensure fair, compliant decision-making.

Don’t let poor records put your company at risk—learn how to document with confidence.

Enroll Now!

Unclear or incomplete documentation can put your organization at serious risk.

When performance issues arise, a well-documented record is the key to protecting your company from legal disputes, wrongful termination claims, and compliance violations. Without it, even the strongest cases can crumble in court.

This training will help you:

• • Master the Art of Documentation
    • • Learn how to create clear, consistent, and legally sound records.

• • Navigate Progressive Discipline
    • • Understand when and how to escalate performance issues from verbal warnings to written notices.

• • Reduce Legal Exposure
    • • Ensure your documentation supports termination decisions while mitigating the risk of discrimination claims.

• • Gain Practical Insights
    • • Walk away with actionable strategies to confidently document employee performance and conduct.

Don’t leave your organization vulnerable—learn how to document the right way and protect your company’s interests.

Register Today!

Unclear or incomplete documentation can put your organization at serious risk.

When performance issues arise, a well-documented record is the key to protecting your company from legal disputes, wrongful termination claims, and compliance violations. Without it, even the strongest cases can crumble in court.

This training will help you:

• • Master the Art of Documentation
    • • Learn how to create clear, consistent, and legally sound records.

• • Navigate Progressive Discipline
    • • Understand when and how to escalate performance issues from verbal warnings to written notices.

• • Reduce Legal Exposure
    • • Ensure your documentation supports termination decisions while mitigating the risk of discrimination claims.

• • Gain Practical Insights
    • • Walk away with actionable strategies to confidently document employee performance and conduct.

Don’t leave your organization vulnerable—learn how to document the right way and protect your company’s interests.

Register Today!

1. Understanding Employee Documentation

• • What belongs in an employee’s personnel file—and what doesn’t
  • How many files should employers maintain for each employee?

2. The Truth About Documentation

• • Myths vs. Facts – Common misconceptions about documentation
  • Why documentation is one of the most challenging aspects of employee relations

3. Essential Elements of Effective Documentation

• • Key components of a legally sound record
  • How to document negative behavior while minimizing risk
  • Should multiple incidents be included in a single write-up?

4. Policies & Procedures for Supporting Disciplinary Documentation

• • Critical policies to include in an Employee Handbook
  • Ensuring consistent tracking of workplace behavior

5. Handling Employee Disputes & Responses

• • What to do if an employee disagrees with documentation
  • Best practices for allowing employees to provide their side of the situation

6. Performance Improvement Plans (PIP)

• • When and how to implement a PIP
  • Step-by-step guide with a PIP template

7. Writing Legally Sound Warnings & Corrective Actions

• • How supervisors can improve success when drafting corrective actions
  • Essential elements of written warnings and disciplinary actions

8. Legal & Compliance Considerations

• • Potential fines and penalties for improper or missing documentation
  • Dos and Don’ts of documentation to withstand legal scrutiny

BONUS:

1. 1. PDF copy of the presentation handout for your future reference.
   2. Soft copy of the certificate of completion on request.
   3. Q&A Session with the Presenter: Get your pressing questions answered verbally, via chat or email

1. Understanding Employee Documentation

• • What belongs in an employee’s personnel file—and what doesn’t
  • How many files should employers maintain for each employee?

2. The Truth About Documentation

• • Myths vs. Facts – Common misconceptions about documentation
  • Why documentation is one of the most challenging aspects of employee relations

3. Essential Elements of Effective Documentation

• • Key components of a legally sound record
  • How to document negative behavior while minimizing risk
  • Should multiple incidents be included in a single write-up?

4. Policies & Procedures for Supporting Disciplinary Documentation

• • Critical policies to include in an Employee Handbook
  • Ensuring consistent tracking of workplace behavior

5. Handling Employee Disputes & Responses

• • What to do if an employee disagrees with documentation
  • Best practices for allowing employees to provide their side of the situation

6. Performance Improvement Plans (PIP)

• • When and how to implement a PIP
  • Step-by-step guide with a PIP template

7. Writing Legally Sound Warnings & Corrective Actions

• • How supervisors can improve success when drafting corrective actions
  • Essential elements of written warnings and disciplinary actions

8. Legal & Compliance Considerations

• • Potential fines and penalties for improper or missing documentation
  • Dos and Don’ts of documentation to withstand legal scrutiny

BONUS:

1. 1. PDF copy of the presentation handout for your future reference.
   2. Soft copy of the certificate of completion on request.
   3. Q&A Session with the Presenter: Get your pressing questions answered verbally, via chat or email

Everybody Benefits from Watching This. Even Better When Done as a Group!

• • HR Professionals Handling Employee Relations And Compliance
  • Supervisors And Managers Overseeing Employee Performance Issues
  • Business Owners Managing Workplace Policies And Documentation
  • Compliance Officers Ensuring Legal And Regulatory Adherence
  • Employee Relations Specialists Handling Disciplinary Actions Effectively
  • Legal And HR Consultants Advising On Workplace Documentation
  • Operations Managers Overseeing Workforce Behavior And Accountability
  • Anyone Responsible For Employee Documentation And Record-Keeping

Everybody Benefits from Watching This. Even Better When Done as a Group!

• • HR Professionals Handling Employee Relations And Compliance
  • Supervisors And Managers Overseeing Employee Performance Issues
  • Business Owners Managing Workplace Policies And Documentation
  • Compliance Officers Ensuring Legal And Regulatory Adherence
  • Employee Relations Specialists Handling Disciplinary Actions Effectively
  • Legal And HR Consultants Advising On Workplace Documentation
  • Operations Managers Overseeing Workforce Behavior And Accountability
  • Anyone Responsible For Employee Documentation And Record-Keeping