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Do’s and Don’ts of Documenting Employee Behavior, Performance, and Discipline

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Date: August 28, 2024 | Time: 01:00 PM (ET)
Duration: 60 Minutes | Speaker: Suzanne Lucas
Certification: SHRM & HRCI Credit – 1.0

Purchase Options

On Demand – $199

Transcript – $200

On Demand + Transcript – $290

On Demand + Download – $299

Overview:

Everyone tells you to “document that!” but no one quite tells you what that means. What
does it mean to document behavior and what behavior should you document?

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 documenting at all, can hurt employers and employees 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.

This webinar will be a basic guide for managers and HR on what to document, how to do so,
and why you need to have this information. Proper documentation saves time, and headaches,
and protects the company from lawsuits.

Webinar Overview

Every business needs personnel files, but what should you put in them, and how do
Do you document information?
What does it mean to document something?
The many ways to document
At what point do you start documenting?
How do you teach managers to document?
How do employee-specific records differ from general HR documentation?
How are PIPs your most important tool in preventing employee lawsuits?
Tips on using electronic communication for documentation
How long do you have to keep documentation?

Who should attend

HR managers
HR business partners
HR assistants
Recruiters
Managers
Business Owners
HR consultants

Ask your question directly from our expert during the Q&A session following the live event.

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