2022 - Do's and Don'ts of Documenting Employee Behaviour, Performance, and Discipline

OVERVIEW
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.
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
SPEAKER PROFILE
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.
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