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Human Resource & Payroll

2021-2022 Documenting Employee Behavior, Performance, and Discipline: Do’s and Don’ts

Outline

With 2022's employee documentation preparations going on, it's important to learn what role the documentation plays in investigations & lawsuits and how you can prepare for it beforehand.

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 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.  
 


What You'll Learn

-Importance of solid documentation
-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 
-Documentation retention
 


Why You Should Attend

In this training, you 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, and understand documentation’s role in investigations and lawsuits.
 


Who Will Benefit

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

 

You may ask your Question directly to our expert during the Q&A session.

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