The common mistake employers make sometimes is the need for more documentation when handling employee performance, behavior, and discipline issues. This can hurt employers and employees. A manager needs to correctly record everything to avoid lesser his ability to discipline, terminate, fairly promote, reward, and recognize employees. Proper documentation will act like an employer’s best friend when an employee brings discrimination or other employment-related claims against the organization.

A complete understanding of the dos and don’ts of documenting employee performance, discipline, and behavior is crucial for managers and supervisors because they take a step forward to effectively record all events in their employees' employment history, both positive and negative.

Areas Covered:-

• The importance of solid documentation and its role in documentation plays in investigations & lawsuits.
• Importance of documentation: If it isn’t documented, it didn’t happen!
• The whole process of documentation and What, When, & How to document.
• Make a routine for documents and errors & pitfalls when writing performance & behavior.
• Follow the best practices & guidelines when documenting performance & behavior and analyzing performance & behavioral problems.
• What is Progressive Discipline and utilizing Progress Discipline in your workplace?
• Handling employee disagreements with disciplinary and performance and what to do when an employee refuses to sign/acknowledge performance write-ups
• The explanation for some good and bad documentation examples and use of Subjective vs. Objective terminology & standards.
• The risks of taking action versus not taking action and discussing stakeholder responsibilities in the performance appraisal process will be assessed.
• List of factors that distort performance appraisals and some common issues when providing feedback & how to overcome them.
• Explanation of some tactics for providing effective feedback and pitfalls to avoid when assessing performance.
• Goals & key elements of conducting effective investigations of performance & behavior, taking corrective action, and documentation retention.

Why Should You Attend:-

Attendees will learn the importance of and how to create adequate, bullet-proof documentation, to avoid any error when documenting, the significance of the performance appraisal process, and understand documentation’s role in investigations and lawsuits.

Who Should Attend:-

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