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
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, training, and 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. …
Upcoming Webinars
Aligning Your HR Strategy with Your Business Strategy: A Ro…
HIPAA 2025 – Major Changes, Latest Rulings & Guidance
Understanding Accounting for non - Accounting professionals
Dealing With Difficult People: At Work & In Life
2026 Employment Law Guide - Essential Updates Every Employe…
Project Management for Non-Project Managers - Scheduling yo…
2-Hour Virtual Seminar on How to Conduct an Internal Harass…
Language is Code - Intro to AI - Generative AI - ChatGPT an…
ChatGPT and Project Management: Leveraging AI for Project M…
Managing Toxic Employees: Strategies For Leaders To Effecti…
Advanced Commercial Loan Underwriting Certification
Excel + AI: The Smart User's Guide to Faster, Easier Work w…
Harassment, Bullying, Gossip, Confrontational and Disruptiv…
Copilot and HR: An Introduction for HR Professionals
Excel Power Skills: Master Functions, Formulas, and Macros …
Identifying, Managing, and Retaining High-Potential Employe…
Eliminate Harmful And Unproductive Drama In The Workplace
How to Write Effective Audit Observations: The Principles f…
Project Management for administrative professionals
FFIEC BSA/AML Examination Manual: What Compliance Officers …
Mastering DAX Patterns in the Era of AI & Copilot
Building GMP Excellence: A Guide to Implementing Compliant …
Clinical Trial Systems: The Trial Master File (TMF) and Ele…
Excel Spreadsheets; Develop and Validate for 21 CFR Part 11…
Thriving in a Hybrid Workplace: Keys to Leadership and Team…
The Language of Leadership: Is Your Communication Style As …