Documenting Employee Behavior & Performance in 2025

Details

The absence of solid documentation is the single most common mistake employers make when handling employee performance, behavior, and discipline issues. Not properly documenting, or not documenting at all, can hurt employers in several ways.

Documentation can make or break a manager's ability to discipline, terminate, fairly promote, reward, and recognize employees. Additionally, solid documentation will become an employer's best friend when an employee brings discrimination or other employment-related claims against the organization.

Possessing a solid understanding of the do's and don'ts of documenting employee performance, discipline, and behavior is an essential tool for managers and supervisors because they need to make a serious effort to effectively record all events in the employment history of their employees - both positive and negative.

Key Areas:-

• The role documentation plays in investigations & lawsuits

• If it isn't documented, it didn't happen!

• Errors & pitfalls to be aware of when documenting employee performance & behavior

• Steps to follow when analyzing discipline problems

• How to handle employee disagreement with disciplinary and/or performance write-ups

• What, When, How and Why to document

• Analyzing discipline problems

• Types of documentation

• Documentation examples: The good, bad and the ugly!

• Creating bullet-proof documentation

• Best practices & guidelines when documenting employee performance

• Avoid these documentation errors

• Subjective vs. Objective terminology

• Tactics for providing effective feedback

• Handling employee rebuttals to feedback

• Pitfalls to avoid when assessing performance

• Documentation retention

• Documentation's role in investigations & lawsuits

Why you should attend:-

Attending this presentation will empower participants to craft documentation that is both robust and reliable, equipping them with the tools to identify and circumvent common pitfalls in the documentation process. Moreover, attendees will gain insight into the crucial role documentation plays in navigating investigations and legal proceedings, ensuring they are well-prepared to address any challenges that may arise in such contexts.

Who Will Benefit:-

• Business Owners

• Human Resources Professionals

• Managers & Supervisors

• Project Managers

• Team Leaders

• Compliance Professionals

• Operations Professionals

• Talent Development Professionals

Instructor

Diane Dee

SPHR, SHRM-SCP

Diane L. Dee, Founder of Advantage HR Consulting, LLC is a senior Human Resources professional with over 30 years of experience in the HR arena. Diane’s background includes extensive 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 across the country. 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 and e-books addressing various HR compliance topics. Diane holds a Master Certificate in Human Resources from Cornell University’s School of Industrial and Labor Relations and has attained SPHR, SHRM-SCP, CPC, and SDEI 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.

Credits

Frequently Asked Questions

Live training course/ webinar is an Online training seminar which you can access through your computer and laptop or phone and directly interact with our expert speaker and allow to ask questions during the Live webinar. Conference material used by our speaker to the Live webinar will be provide with your Instruction kit before the Training.

Recorded webinars or On-Demand are self-paced audio-visual training program that you can watch at your own pace to earn Continuing Education Units (if applicable). Online, recorded training courses are accessible whenever you choose, for an unlimited number of times. Additionally, you have three months from the purchase date to watch as many times as you like. After a live training or webinar has started, you will receive the instructions and link to access the recorded training course. If it has already been recorded, you can access it right away.

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