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


Date: November 28, 2023 | Time: 01:00 PM (ET)
Duration: 60 Minutes | Speaker: Suzanne Lucas
Certification: SHRM & HRCI Credit – 1.0

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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, headaches,
and protects the company from lawsuits.

Webinar Overview

  • Every business needs personnel files, but what should you put in them, and how 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.


Suzanne Lucas

Suzanne Lucas spent 10 years in corporate HR where she hired, fired, managed the numbers, and double-checked with the lawyers. She left the corporate world to advise people and companies on how to have the best Human Resources departments possible.

Suzanne integrates best practices with innovative ideas and humour, including using improve comedy as a tool for leadership development.

Suzanne’s writings have been published at CBS News, Inc. Magazine, Reader’s Digest, and many other sites. She’s been named a top influencer in HR. You can read her archives at or check out her Tedx Talk: Forget Talent and Get to Work.


Taxdu is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please

This Program has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™, and SPHRi™ recertification through HR Certification Institute®? (HRCI®).

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