HR Documentation: Do�s and Don�ts of Documenting Employee Behavior, Performance, and Discipline

Global Wizdom is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP. This program is valid for 1.5 PDCs for the SHRM-CP or SHRM-SCP.

Overview:
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.

Areas Covered in the Session:
•  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