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
Speaker Profile
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 …
Upcoming Webinars
Hybrid Workplace: 10 Best Practices to Manage Your Team’s P…
Human Factors Usability Studies Following ISO 62366 and FDA…
FDA Technology Modernization Action Plan (TMAP) and Impact …
Currency Transaction Reports (CTRs) - how to avoid issues w…
FDA Audit Best Practices - Do's and Don'ts
The Anti-Kickback Statute: Year in Review
Do's and Don'ts of Giving Effective Feedback for Performanc…
Interviewing Skills for Supervisors and Hiring Managers: Ke…
Utilizing HR Metrics to Illustrate & Improve Human Resource…
Managing Termination of Employment in the Canadian Workplac…
Supplier Management: Overcoming Challenges and Exploring Op…
Kicking your Employee Retention Efforts into Overdrive: Sta…
The Totally Organized Professional Is All About Outcomes
Data Integrity and Privacy: Compliance with 21 CFR Part 11,…
Ultimate Persuasion Strategies! - Secret Influence Tools & …
Understanding the incredible uses and fallbacks of ChatGPT
Accounting For Non Accountants : Debit, Credits And Financi…
Project Management for administrative professionals
Gossip-Free: Leadership Techniques to Quell Office Chatter
21 CFR Part 11 - Compliance for Electronic Records and Sign…
Coaching At Work- Improving Employee Engagement And Perform…
Using High-Performance Coaching for Managers to Address Per…
Onboarding is Not Orientation: How to Improve Your New Hire…
Excel - Pivot Tables - The Key To Modern Data Analysis and …
California Meal and Rest Breaks: What You Dont Know Can Cos…
Writing Techniques for Auditors and Risk Management Profess…
Responding to EEOC Discrimination Charges-What's Your Busin…
When Employees Travel: Wage and Expense Rules Employers Mus…
Female to Female Hostility @Workplace: All you Need to Know
With Mandatory Paid Leave Gaining Ground Is It Time To Do A…
Implementing an Effective Human Error Reduction Program
Conflict Resolution - Prevent, De-escalate, Resolve
Form 1099-MISC and 1099-NEC Compliance Update 2024
Validation Statistics for Non-Statisticians
Why EBITDA Doesn't Spell Cash Flow and What Does
Understanding the Math of HR… So You Can Show How HR Impact…
Sunshine Act Reporting - Clarification for Clinical Research
Re-imagine Finance & Accounting Made Simple. Three Webinars…
How to Address ISO's New Climate Change Requirements
FFIEC BSA/AML Examination Manual: What Compliance Officers …
How To Conduct An Internal Harassment And Bullying Investig…
Stay Interviews: A Powerful and Low-Cost Employee Engagemen…
Effective Onboarding: How to Welcome, Engage, and Retain Ne…
Managing Toxic & Other Employees Who Have Attitude Issues
Analytical Method Validation Under Good Laboratory Practic…