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

Schedule Monday, September 27, 2021 || 10:00 AM PDT | 01:00 PM EDT
Duration 75 Mins
Level Basic & Intermediate
Webinar ID IQW21I0957

  • 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

Overview of the webinar

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 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. 

Who should attend?

  • Business Owners
  • Human Resources professionals
  • Managers & Supervisors
  • Project Managers
  • Team Leaders
  • Compliance professionals
  • Operations professionals
  • Talent Development professionals

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.

Faculty - Ms.Diane L. Dee

Diane L. Dee, President and Founder of Advantage HR Consulting, LLC is a senior Human Resources professional with over 25 years of experience in the HR arena. Diane’s background includes experience in HR consulting and training & administration in corporate, government, consulting and pro bono environments.

Diane founded Advantage HR Consulting in early 2016. Under Diane’s leadership, Advantage HR Consulting provides comprehensive, cost-effective Human Resources solutions for small to mid-sized public and private firms in the greater Chicagoland area.  Diane also develops and conducts webinars on a wide variety of HR compliance and administrative topics for various training firms across the country.   Additionally, Diane is the author of multiple white papers and e-books addressing various HR compliance topics.

Diane holds a Master Certificate in Human Resources from Cornell University’s School of Industrial and Labor Relations and has attained SPHR and SHRM-SCP certification. Diane is a member of the National Association of Women Business Owners and the Society for Human Resource Management. Additionally, Diane performs pro bono work through the Taproot Foundation assisting non-profit clients by integrating their Human Resources goals with their corporate strategies.

Credits

HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org

ComplianceIQ is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for [1.5] PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.

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