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.
LEARNING OBJECTIVES
- 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
WHO WILL BENEFIT?
- Business Owners
- Human Resources professionals
- Managers & Supervisors
- Project Managers
- Team Leaders
- Compliance professionals
- Operations professionals
- Talent Development professionals
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.
- 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
- Business Owners
- Human Resources professionals
- Managers & Supervisors
- Project Managers
- Team Leaders
- Compliance professionals
- Operations professionals
- Talent Development professionals
Speaker Profile
![ins_img](/Speaker_Pics/Diane_Dee_90_112.jpg)
Diane L. Dee, President of Advantage HR Consulting, has over 25 years of experience in the Human Resources arena. Diane’s background includes experience in HR consulting and administration in corporate, government, consulting, and pro bono environments. Diane founded Advantage HR Consulting in early 2016. Under Diane’s leadership, Advantage HR provides comprehensive, cost-effective Human Resources solutions for small to mid-sized firms in the greater Chicagoland area. Additionally, Diane conducts webinars on a wide variety of HR topics for various training firms across the country. Diane holds a Master's Certificate in Human Resources from Cornell University’s School of Industrial and Labor Relations …
Upcoming Webinars
![](https://247compliance.com/Speaker_Pics/planing.jpg )
![](/static/images/default-webinar-info.jpg)
Artificial Intelligence (AI), Machine Learning, and FDA Com…
![](https://247compliance.com/static/images/hr-employee.jpg)
Female to Female Hostility @Workplace: All you Need to Know
![](/static/images/default-webinar-info.jpg)
Excel Spreadsheets; Develop and Validate for 21 CFR Part 11…
![](/static/images/default-webinar-info.jpg)
2024 EEOC & Employers: Investigating Claims of Harassment &…
![](/static/images/default-webinar-info.jpg)
Transforming Anger And Conflict Into Collaborative Problem …
![](/static/images/default-webinar-info.jpg)
Recruiting is Easy: Using a Sales and Marketing Approach
![](https://247compliance.com/static/images/fatal-errors.jpg)
How to Write Procedures to Avoid Human Errors
![](/static/images/default-webinar-info.jpg)
Dynamic Presentations: Advanced Techniques with PowerPoint …
![](https://247compliance.com/static/images/peer-to-boss.jpg)
![](https://247compliance.com/static/images/fda-ai.jpg)
FDA Regulation of Artificial Intelligence/ Machine Learning
![](/static/images/default-webinar-info.jpg)
Behavioral Issues, Conflict and Incivility in The Workplace…
![](/static/images/default-webinar-info.jpg)
Marketing to Medicare or Medicaid Beneficiaries - What You …
![](/static/images/default-webinar-info.jpg)
Onboarding is Not Orientation: How to Improve Your New Hire…
![](https://247compliance.com/Speaker_Pics/qalification.jpg)
Effective Onboarding: How to Welcome, Engage, and Retain Ne…
![](/static/images/default-webinar-info.jpg)
6-Hour Virtual Seminar on Learning the Highlights of Excel …
![](https://247compliance.com/Speaker_Pics/laboratory-3827743_960_720.jpg)
Impact Assessments For Supplier Change Notices
![](/static/images/default-webinar-info.jpg)
Developing an FDA/ISO Compliant Quality Management System
![](/static/images/default-webinar-info.jpg)
Aligning Your HR Strategy with Your Business Strategy
![](https://247compliance.com/Speaker_Pics/vda.jpg)
Accounting For Non Accountants : Debit, Credits And Financi…
![](https://247compliance.com/static/images/travel-expenses.webp)
Dealing With Difficult People In Life & Work
![](/static/images/default-webinar-info.jpg)
Managing Difficult Employee Conversations
![](/static/images/default-webinar-info.jpg)
I-9 Audits: Strengthening Your Immigration Compliance Strat…
![](/static/images/default-webinar-info.jpg)
Essential Job Functions According to the American with Disa…
![](/static/images/default-webinar-info.jpg)
Pay Equity Changes for 2024! What Employers Need to Know to…
![](/static/images/default-webinar-info.jpg)
![](/static/images/default-webinar-info.jpg)
Leader Branding: How to Communicate with Confidence to Attr…
![](https://247compliance.com/Speaker_Pics/currency-3118767_960_720.jpg)
Why EBITDA Doesn't Spell Cash Flow and What Does
![](/static/images/default-webinar-info.jpg)
Design Verification, Validation and Testing for Medical Dev…
![](https://247compliance.com/Speaker_Pics/oo.jpg)
FFIEC BSA/AML Examination Manual: What Compliance Officers …
![](/static/images/default-webinar-info.jpg)
Project Management for Non-Project Managers - How to commun…
![](/static/images/default-webinar-info.jpg)
Data Integrity and Privacy: Compliance with 21 CFR Part 11,…
![](https://247compliance.com/Speaker_Pics/ver.jpg )
Harassment, Bullying, Gossip, Confrontational and Disruptiv…
![](/static/images/default-webinar-info.jpg)
Employee or Independent Contractor – U.S DOL Announces 2024…
![](https://247compliance.com/static/images/73.jpg)
![](/static/images/default-webinar-info.jpg)
Best Practices in Complaint Management for Regulatory Compl…
![](/static/images/default-webinar-info.jpg)
Ensuring Safe and Effective Pharmaceutical Products: A Comp…
![](https://247compliance.com/Speaker_Pics/laboratory-3827743_960_720.jpg)
![](https://247compliance.com/Speaker_Pics/download.jpg)
Human Factors Usability Studies Following ISO 62366 and FDA…
![](/static/images/default-webinar-info.jpg)
![](/static/images/default-webinar-info.jpg)
Tattoos, hijabs, piercings, and pink hair: The challenges …
![](/static/images/default-webinar-info.jpg)
Gossip-Free: Leadership Techniques to Quell Office Chatter
![](/static/images/default-webinar-info.jpg)
Updated Metro 2®, e-OSCAR and the New Tougher FCRA/CFPB Com…
![](https://247compliance.com/Speaker_Pics/files.jpg)
Form W-9 Compliance to Avoid Penalties: TIN Verification, B…
![](https://247compliance.com/Speaker_Pics/tax-blog1.png)
Understanding and Analyzing Financial Statements
![](/static/images/default-webinar-info.jpg)
Divorce, Adoption and Other Special Tax Topics
![](/static/images/default-webinar-info.jpg)
Setting up Quality System for FDA Regulated Products: Tips …
![](/static/images/default-webinar-info.jpg)
Is Your Culture Working For or Against Your Success? If You…
![](https://247compliance.com/static/images/sick.jpg)
With Mandatory Paid Leave Gaining Ground Is It Time To Do A…
![](/static/images/default-webinar-info.jpg)