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Employee Performance, Behavior & Discipline - Do's & Don'ts

By attending this webinar will provide participants with the knowledge of what to do and not do when documenting an employee's performance.

Diane L. Dee
February 7, 2019
10:00 AM PST | 01:00 PM EST
90 Minutes
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If it isn't documented, it didn't happen! In the world of Human Resources and employment, documentation regarding an employee's performance, behavior and discipline can make or break an organization's ability to discipline, terminate, or fairly promote, reward, and recognize employees.

Knowing how to properly document is an essential tool for Managers and Supervisors because they need to make a serious effect to record all of the events in the employment history of their employees - both positive and negative.

From a business perspective, training Managers and Supervisors how to write effective documentation is undoubtedly the easiest and least expensive thing an employer can do to stave off unwarranted employment claims and to avoid losing valuable employees.

But don't just document to document - poor documentation is worse than no documentation at all. From an HR perspective, training management staff on the do's and don'ts of effective documentation can help to defend against a whole host of unwarranted employment claims, including those that often begin as the result of poor, or no, documentation.

Why should you Attend: Documenting employee performance and behavior is critical because memories aren't perfect. The expectation of remembering a specific performance issue involving one of a hundred employees months or even years ago isn't realistic.

Moreover, because the unfortunate reality is that we live in an increasingly litigious society, an employee may deny that the performance issue ever occurred. When that happens, it usually results in a "he said, she said" situation when the employer tries to justify a personnel decision.

The absence of solid documentation is the single most common mistake employers make when handling discipline or terminations. Not properly documenting can hurt you in unemployment compensation disputes, workers' compensation cases, and other legal matters. Good records, on the other hand, can mean the difference between winning and losing a lawsuit.

It's important to have a solid understanding of the do's and don'ts of documenting performance and behavior to minimize the stress level for both employees and their managers, as well as maximize the effectiveness of your performance review process. Attendance at this webinar will provide participants with the knowledge of what to do and not do when documenting an employee's performance.

Termination is one of the most difficult things a manager must do. -Proper documentation of the employee's performance and behavior is critical and can make the difference between a defense verdict and a large jury award.

Areas Covered in the Session:
  • Why Document?
  • What, When and How to Document
  • Types of Documentation
  • Creating Bullet-Proof Documentation
  • Best Practices & Guideline when Documenting Employee Performance
  • Documentation Examples: The Good, the Bad, and the Ugly!
  • Subjective vs. Objective Terminology
  • Tactics for providing Effective Feedback
  • Handling Employee Rebuttals to Feedback
  • Analyzing Discipline Problems
  • Pitfalls to Avoid when Assessing Performance
  • Documentation Retention
  • Employee Documentation's role in Investigations and Lawsuits

Who Will Benefit:
  • Senior Management
  • Human Resource Managers
  • Payroll Professionals
  • Managers & Supervisors
  • Compliance Professionals
  • Operations Professionals
  • Business Owners

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. Under Diane's leadership, Advantage HR provides comprehensive, cost-effective Human Resources solutions for small to mid-sized firms in the greater Chicagoland area. Additionally, Diane conducts webinars on a wide-variety of HR topics for various training firms across the country.

Diane holds a Master Certificate in Human Resources from Cornell University's School of Industrial and Labor Relations and has attained SPHR, SHRM-SCP, sHRBP and HRPM® 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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