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

Errors & pitfalls to Avoid When Documenting Performance & Behavior!

Instructor :
Diane Dee

Webinar ID:
13264

Date: MAY 13, 2024 (MON)

Start Time: 10 AM PT - 11 AM PT

Duration: 1 Hr.

What you will learn

  • Importance of Solid Documentation: What, When, & How to Document
  • Role Documentation Plays in Investigations & Lawsuits
  • Errors & Pitfalls When Documenting Performance & Behavior
  • Documentation Examples: The Good, Bad & The Ugly…
  • Importance of Solid Documentation: What, When, & How to Document
  • Role Documentation Plays in Investigations & Lawsuits
  • Errors & Pitfalls When Documenting Performance & Behavior
  • Documentation Examples: The Good, Bad & The Ugly!
  • Utilizing Progress Discipline in Workplace, Factors That Distort Performance Appraisals
  • Handling Employee Disagreements With Disciplinary and/or Performance Write-ups
  • What to Do When An Employee Refuses to Sign/Acknowledge Performance Write-ups
  • Assessing The Risks of Taking Action Versus Not Taking Action
  • Common Issues When Providing Feedback & How to Overcome Them and more…

Course Description

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 and employees 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.

In this interactive webinar, Diane Dee, a senior Human Resources professional with over 30 years of experience in the HR arena, will talk about errors & pitfalls to avoid when documenting performance & behavior and so much more…

Join Now!

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 and employees 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.

In this interactive webinar, Diane Dee, a senior Human Resources professional with over 30 years of experience in the HR arena, will talk about errors & pitfalls to avoid when documenting performance & behavior and so much more…

Join Now!

Why you should attend

Participants in this presentation will learn:

  • The importance of and how to create effective, bullet-proof documentation
  • Recognize the pitfalls to avoid when documenting
  • The importance of the performance appraisal process
  • Understand documentation’s role in investigations and lawsuits and more..

Enroll Now!

Participants in this presentation will learn:

  • The importance of and how to create effective, bullet-proof documentation
  • Recognize the pitfalls to avoid when documenting
  • The importance of the performance appraisal process
  • Understand documentation’s role in investigations and lawsuits and more..

Enroll Now!

Areas Covered

  • Importance of solid documentation
  • Role documentation plays in investigations & lawsuits
  • If it isn’t documented, it didn’t happen!
  • What, When, & How to document
  • Documenting as a routine task – don’t put it off!
  • Errors & pitfalls when documenting performance & behavior
  • Best practices & guidelines when documenting performance & behavior
  • Analyzing performance & behavioral problems
  • What is Progressive Discipline?
  • Utilizing Progress Discipline in your workplace
  • Handling employee disagreements with disciplinary and/or performance write-ups
  • What to do when an employee refuses to sign/acknowledge performance write-ups
  • Documentation examples: The good, bad & the ugly!
  • Use of Subjective vs. Objective terminology & examples
  • Assessing the risks of taking action versus not taking action
  • Stakeholder responsibilities in the Performance Appraisal process
  • Factors that distort performance appraisals
  • Common issues when providing feedback & how to overcome them
  • Tactics for providing effective feedback
  • Pitfalls to avoid when assessing performance
  • Goals & key elements of conducting effective investigations of performance & behavior
  • Taking corrective action
  • Making the Decision to Terminate and Termination Discussions
  • Documentation retention

BONUS:

  1. PDF copy of the presentation handout for your future reference.
  2. Soft copy of the certificate of completion on request.
  3. Q&A Session with the Presenter: Get your pressing questions answered verbally, via chat or email.
  • Importance of solid documentation
  • Role documentation plays in investigations & lawsuits
  • If it isn’t documented, it didn’t happen!
  • What, When, & How to document
  • Documenting as a routine task – don’t put it off!
  • Errors & pitfalls when documenting performance & behavior
  • Best practices & guidelines when documenting performance & behavior
  • Analyzing performance & behavioral problems
  • What is Progressive Discipline?
  • Utilizing Progress Discipline in your workplace
  • Handling employee disagreements with disciplinary and/or performance write-ups
  • What to do when an employee refuses to sign/acknowledge performance write-ups
  • Documentation examples: The good, bad & the ugly!
  • Use of Subjective vs. Objective terminology & examples
  • Assessing the risks of taking action versus not taking action
  • Stakeholder responsibilities in the Performance Appraisal process
  • Factors that distort performance appraisals
  • Common issues when providing feedback & how to overcome them
  • Tactics for providing effective feedback
  • Pitfalls to avoid when assessing performance
  • Goals & key elements of conducting effective investigations of performance & behavior
  • Taking corrective action
  • Making the Decision to Terminate and Termination Discussions
  • Documentation retention

BONUS:

  1. PDF copy of the presentation handout for your future reference.
  2. Soft copy of the certificate of completion on request.
  3. Q&A Session with the Presenter: Get your pressing questions answered verbally, via chat or email.

Who is this course for

Maximize The Learning Experience in A Group Setting!

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

Maximize The Learning Experience in A Group Setting!

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

Instructor Profile

Diane L. Dee, President and Founder of Advantage HR Consulting, LLC is a senior Human Resources professional with over 30 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...

Diane L. Dee, President and Founder of Advantage HR Consulting, LLC is a senior Human Resources professional with over 30 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. 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

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