HR Documentation: Do’s & Don’ts of Documenting Employee Performance
Proper documentation makes or breaks an employer’s ability to discipline, terminate and fairly promote employees. Plus, solid documentation becomes an employer’s best friend when an employee brings employment-related claims against the organization.
Incorrect documentation of employee behavior can result in litigation, investigations and allegations of discrimination or wrongful termination. These actions can negatively impact an organization’s reputation, plus lead to costly fines and penalties.
Join our 90-minute program with HR expert Margie Faulk to discover:
- Key elements of effective documentation that will protect employers
- How to create legally effective written warnings & disciplinary actions
- What should & shouldn’t be kept in the personnel file
- Common mistakes supervisors make when documenting behavior
- Ways to make an airtight paper trail that keeps your company safe
Program Highlights
Documentation Best Practices & What to Avoid
- Elements of effective documentation managers need to know
- Addressing key issues when documenting negative behavior
- Documents to include in personnel files & what to leave out
- What to avoid when documenting medical information
- Determining the appropriate number of files per employee
- Allowed documentation for confirming COVID-19 vaccine status
- Importance of the Employee Handbook & consistent behavior tracking
Performance Improvement & Corrective Actions
- How supervisors can write more effective corrective actions
- Inclusion of multiple incidents in an employee write-up
- Creating written warnings & disciplinary actions that withstand legal scrutiny
- Employee options for providing explanations or differing perspectives
- Establishing a Performance Improvement Plan (PIP) - Instructions and template
- Fines and penalties for insufficient performance documentation
Question & Answer Session – Have your specific question answered!
About the Speaker
Margie Faulk, PHR, SHRM-CP
HR Compliance Solutions, LLC
Margie Faulk is a senior-level human resources professional with over 15 years of HR management and compliance experience. A current Compliance Advisor for HR Compliance Solutions, LLC, Margie, has worked as an HR Compliance advisor for major corporations and small businesses in the small, large, private, public and non-profit sectors. Margie has provided small to large businesses with risk management strategies that protect companies and reduces potential workplace fines and penalties for violation of employment regulations. Margie is bilingual (Spanish) fluent and Bi-cultural.
Margie holds professional human resources certification (PHR) from the HR Certification Institution (HRCI) and SHRM-CP certification from the Society for Human Resources Management. Margie is a member of the Society of Corporate Compliance & Ethics (SCCE).
Program Benefits
Compliant documentation governs an employer’s ability to defend employment and disciplinary decisions against employment-related claims. In this 90-minute, instructor-led program you will learn strategies for documenting employee performance and behavior thoroughly and accurately.
If you'd like this program customized for your organization, call us at 1-800-964-6033.
We're certain we can fulfill your training needs, while making it fit in your budget!
SHRM Credits
Premier Learning Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. This program is valid for 1 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.
HRCI Credits
This program has been approved for 1 (HR (General)) recertification credit hour toward aPHRTM, aPHRiTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification through the HR Certification Institute. Learn more at hrci.org
Purchase this On-Demand Workshop
HR Documentation: Do’s & Don’ts of Documenting Employee Performance
$199 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive a link to access the recording(s) in your order confirmation email. On-demand recordings also include a copy of the speaker's presentation and the ability to submit your questions to the expert, for up to 7 days after viewing.
$300 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive a link to access the recording(s) in your order confirmation email. On-demand recordings also include a copy of the speaker's presentation and the ability to submit your questions to the expert, for up to 7 days after viewing.
$699 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive access to our full library of on-demand trainings along with the speaker's presentation and handouts for each event.
$899 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive access to our full library of on-demand trainings along with the speaker's presentation and handouts for each event.
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Full-Team Pass
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