Employee Performance Improvement: Do's and Don'ts for Documenting Employee Performance

On-Demand Schedule Fri, April 19, 2024 - Fri, April 26, 2024
Duration 60 Mins
Level Basic
Webinar ID IQW15C6082

• Managing from Day One – Using the 4 tools of a manager; coaching, performance reviews, performance improvement plans and discipline.  
• The 12 elements of quality documentation.
• The 12 elements of problematic documentation. 
• Avoiding questionable timing. 
• Words and phrases to avoid. What to do instead. 
• Having the hard conversations and what to do when those conversations don’t go as planned. 
• What to do if someone is struggling doing their job for whatever the reason – having a process
• What to do when an employee complains they are being managed or disciplined unfairly.

Overview of the webinar

Documenting employee problems is both the best way to avoid AND cause compliance problems in the workplace. What starts out as sound management practices, upon execution by untrained persons or those with an “agenda” can have disastrous effects for the company. 
Delivered properly, good documentation – timely, factual, accurate and objective; can be beneficial in supporting employment decisions, counseling employees, turning around difficult situations and if need be, even supporting terminations. Good documentation can help avert problematic employment situations and turnover, unveil problematic managers and lessen employment claims.
Bad documentation can support employment claims and disengage talented employees to the point you lose those whom you don’t want to lose. 
Worst of all, accepting bad documentation allows unethical situations, bad managers (and their protégés) and demotivational employment practices to thrive; disengaging and driving out talent, all the while lowering productivity, creativity, innovation and supporting unsound management practices. 
Using unsound documentation to generate documentation or sometimes even to cover up unsound management practices can turn a bad situation into a costly one in terms of both people and the business.     
 

Who should attend?

  • Director of HR
  • HR Manager
  • HR Generalists
  • Managers
  • Supervisors
  • Plant Managers
  • Branch Managers 
  • Store Managers 
  • Management 
  • Compliance Officer
  • Business Owners
 

Why should you attend?

From a business perspective, training management employees how to write documentation and how to use the tools of employee development is undoubtedly the easiest and cheapest thing an employer can do to stave off unwarranted employment claims and to avoid losing valuable employees.  
From an HR perspective, training managers of the basics of HR compliance can help to defend against a whole host of unwarranted employment claims, including those that often begin from miscommunication, misinformation and mismanagement. 
Even routine situations handled badly have the opportunity to blow up into suspicious explanations, hurt feelings, lowered productivity and worst of all, loss of talented employees.  
Badly worded documentation and suspiciously timed administration is at a minimum problematic and at worst, hard to justify in employment claims. Inconsistent documentation, which may be just bad management practices, can cause employment claims from suspicious employees. Considering that writing ill-suited documentation and administering inconsistent discipline is generally carried out by managers who practice a host of other bad management habits; taken together the factors create a situation akin to a compliance powder keg waiting to explode. 

Faculty - Ms.Teri Morning

Teri Morning, MBA, MS, President of Hindsight HR specializes in solving company “people problems” and providing big company style HR service to small businesses. Teri has enjoyed consulting with employers throughout the country, solving problems and training managers and employees for over 20 years, meeting and working with employees from all types of businesses. Her years of experience in human resources and training in a variety of fields, including retail, distribution, architectural, engineering, consulting, manufacturing (union), public sector, and both profit and non-profit companies allow Teri to understand employers (and) employees particular point of view. Teri also provides software solutions for incident management, employee relations investigations, and safety purposes (Incident Tracker.)

In addition to an MBA, Teri has a Master’s degree in human resource development with a specialization in conflict management. Teri was certified by the state of Indiana in mediation skills and is currently certified in project management, IT management and qualified as a Myers Briggs practitioner. Teri has held the PHR, SPHR, SPHR-CA, and SHRM-SCP certifications. 

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