If it isn't written, it didn't happen. Many HR professionals and supervisors find documenting poor performance and discipline uncomfortable, yet missing or incorrect documentation can lead to lawsuits, discrimination and wrongful termination claims, damage to reputation and large fines.
This 90-minute employee documentation webinar explains the federal and state rules on what must be documented, where it goes and who can see it, including rules for medical and COVID-19 vaccine records. A key point: record facts, not legal conclusions. To terminate, an employer usually only needs to show a policy violation, and calling conduct harassment or discrimination in writing can read as an admission of liability.
You'll also learn the elements of effective write-ups, how to set up a performance improvement plan and how to build warnings that stand up to legal scrutiny.
A solid documentation trail creates a written history of events and discussions, and in a legal proceeding it is key to an outcome in the employer's favor. Most employers use progressive discipline, moving from verbal to written warnings before termination, but deciding how, when and what to document is often tricky.
This session suits HR and compliance professionals, managers, supervisors, business owners and company leaders in any industry.
Personnel files and medical records
Documentation basics
Warnings, PIPs and risk
A solid documentation trail creates a written history of events and discussions, and in a legal proceeding it is key to an outcome in the employer's favor. Most employers use progressive discipline, moving from verbal to written warnings before termination, but deciding how, when and what to document is often tricky.
This session suits HR and compliance professionals, managers, supervisors, business owners and company leaders in any industry.
Personnel files and medical records
Documentation basics
Warnings, PIPs and risk
Margie Faulk
Margie Faulk is a senior level human resources professional with over 15 years of HR management and compliance experience. A current Compliance Advisor for HR Compliance Solutions, LLC, Margie, has worked as an HR Compliance advisor for major corporations and small businesses in the small, large, private, public and Non-profit sectors. Margie has provided small to large businesses with risk management strategies that protect companies and reduces potential workplace fines and penalties from violation of employment regulations. Margie is bilingual (Spanish) fluent and Bi-cultural.Margie’s area of expertise includes Criminal Background Screening Policies and auditing, I-9 document correction and storage compliance, …
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