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

Weak or missing documentation is the most common mistake employers make with performance, behavior and discipline issues. This 60-minute webinar on documenting employee performance and discipline shows managers what good records look like and why they matter.

Documentation can make or break a manager's ability to discipline, terminate, promote fairly, reward and recognize employees. It also becomes your strongest support if an employee files a discrimination or other employment claim.

You'll cover what, when, how and why to document, objective versus subjective language, good and bad examples, handling employee rebuttals and how long to keep records.

• Explain the role documentation plays in investigations and lawsuits
• Decide what, when, how and why to document
• Analyze discipline problems step by step
• Write objective documentation and avoid common errors
• Give effective feedback and handle employee rebuttals to write-ups
• Apply best practices for performance assessment and documentation retention

• The role of documentation in investigations and lawsuits
• If it isn't documented, it didn't happen
• What, when, how and why to document
• Types of documentation
• Steps for analyzing discipline problems
• Documentation examples: the good, the bad and the ugly
• Creating documentation that holds up
• Best practices and guidelines for documenting performance
• Errors and pitfalls to avoid when documenting performance and behavior
• Subjective versus objective terminology
• Tactics for giving effective feedback
• Handling employee disagreement and rebuttals to write-ups
• Pitfalls to avoid when assessing performance
• Documentation retention

Managers and supervisors need to record events in each employee's history, positive and negative, and do it well. This session helps you create documentation that holds up, avoid common pitfalls, and understand the role records play in investigations and lawsuits.

It suits business owners, HR, compliance, operations and talent development professionals, managers and supervisors, project managers and team leaders.

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

Diane L. Dee, President and Founder of Advantage HR Consulting, LLC is a senior Human Resources professional with over 25 years of experience in the HR arena. Diane’s background includes experience in HR consulting, training, and administration in corporate, government, consulting, and pro bono environments.

Diane founded Advantage HR Consulting in early 2016. Under Diane’s leadership, Advantage HR Consulting provides comprehensive, cost-effective Human Resources solutions for small to mid-sized public and private firms in the greater Chicagoland area.  Diane also develops and conducts webinars on a wide variety of HR compliance and administrative topics for various training firms across the country.   Additionally, Diane is the author of multiple white papers addressing various HR compliance topics.

Diane holds a Master's Certificate in Human Resources from Cornell University’s School of Industrial and Labor Relations and has attained SPHR and SHRM-SCP certifications. 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.