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

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

*Not able to attend the live session on webinar date ? don’t worry ! purchase on-demand session and watch it whenever you want.

*After conducted the live webinar – you will get the on-demand session within 48 working hours on your registered email.

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, 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.