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

Why Should You Attend:

Most HR professionals recognize the importance of documenting employees’ performance problems.

The challenge, however, is to teach managers how to document those issues in an appropriate manner and get them to actually do the documentation.

The purpose of documenting performance problems properly isn’t just to protect the employer in case a worker files a lawsuit. It’s also to show the steps we’ve taken to help someone be successful. This is particularly important if the performance or behavior does not improve and leads to discipline and/or termination.

Good documentation creates credibility for the employer by showing that employees are treated in a fair and consistent manner. Some common mistakes include:

• Making vague, unclear statements about what the employee needs to do to improve.
• Adding personal attacks or subjective comments.
• Providing little or no evidence to support decisions to discipline or terminate an employee.

Areas Covered in the Webinar:

• How and what to document.
• When documentation should be used.
• The “rules” of documentation.
• The documentation conversation.
• The consequences of poor documentation.
• The Performance conversation

Who Will Benefit:

• Human Resource Professionals
• Human Resource Manager
• VP Human Resources
• Director of Human Resources
• Anyone with management responsibilities