Effective And Defensible Documentation Of Employee Problems: How To Address Properly Address Performance, Conduct, & Behavior Issues

"If it isn't written down, it didn't happen." HR tells managers to document, but many supervisors don't know how, when or what to document when employees have performance, conduct or behavior problems. This 90-minute webinar on documenting employee problems fills that gap.

Good documentation preserves facts and removes ambiguity. It helps employees see which performance or behavior is unacceptable so they can change, and it protects the company if a disciplinary action is challenged through a grievance or lawsuit.

You'll learn a defensible process for addressing employee problems, how to analyze discipline issues, and practical techniques for documenting corrective and disciplinary actions, from government-mandated records to informal notes.

• Explain why, what, when and how to document employee problems
• Follow a defensible process for addressing performance, conduct and behavior issues
• Analyze discipline problems before acting
• Document and carry out corrective and disciplinary actions using best practices
• Use practical techniques to document performance effectively

• Why, what, when and how to document performance
• What documentation is: legally mandated records, policy-required documents, best-practice records and formal and informal notes
• A defensible process for addressing employee problems
• Analyzing discipline problems
• Best practices for documenting and carrying out corrective and disciplinary actions
• Practical, defensible documentation techniques
• Documenting performance to correct performance problems

Cutting corners on documentation is the biggest mistake managers make in progressive discipline and terminations. Disciplinary actions can lead to discrimination claims and costly litigation, and your company may have to explain a termination long after it happens, which means having performance reviews, counseling notes and written warnings on file.

The session suits HR professionals, managers, supervisors, team leaders and business owners.

• HR professionals
• Managers
• Supervisors
• Team leaders
• Business owners

Steven G. Meilleur, Ph.D., SPHR – is President, and CEO – of PRAXIS Management Solutions, LLC, a New Mexico-based management consulting firm specializing in human resources, employee relations, leadership, training & organizational development, organizational research and assessment, strategic & operational planning, and non-profit organization management and governance. Dr. Meilleur has more than 40 years of management and executive-level experience in human resources, risk management, and organizational management in the private non-profit public, and private for-profit sectors. 

Dr. Meilleur also serves as Senior Vice-President and Risk Services Consultant for Human Resources and Employment with Poms & Associates, a national risk services and insurance brokerage firm. His previous work experience includes public, private, and nonprofit organizations, in executive and management capacities.

A member of the faculty of the UNM School of Public Administration in the graduate program, Dr. Meilleur teaches in the areas of human resource management, nonprofit organization management, leadership, dispute resolution, organizational change, and human resource development.  He has spoken at numerous conferences and workshops across the country and is a published author in the areas of human resources, marketing, leadership and management development, organizational change and innovation, non-profit organization management, and board development.