HR Documentation: Do’s & Don’ts of Documenting Employee Performance
Employee documentation begins well before an individual's first day, and it continues after he or she leaves your company.
The problem most HR professionals face is either not knowing what to document or not having a complete paper trail when you need it the most.
Not properly documenting (or not documenting at all) can hurt employers in several ways.
Documentation makes or breaks a manager’s ability to discipline, terminate, fairly promote, reward and recognize employees. Additionally, solid documentation becomes an employer’s best friend when an employee brings discrimination or other employment-related claims against the organization.
Join us for our in-depth training on proper HR documentation, how to protect your company, plus:
- The value of well-documented performance appraisals
- What documentation you need for employee termination without litigation
- Common errors and pitfalls of employee documentation that can be used against you in court
- How to make an airtight paper trail that keeps your company safe
Program Highlights
This 90-minute workshop will dive into:
- The what, when, how and why of documentation
- Analyzing discipline problems through a proper paper trail
- Different types of documentation you need to have on hand
- Documentation examples: The good, bad and the ugly
- Best practices & guidelines when documenting employee performance
- Ways to avoid common documentation errors
- Subjective vs. objective terminology when documenting
- Tactics for providing effective feedback (and handling the backlash if the employee disagrees)
- Document retention and disposal
- Documentation’s role in investigations, the court room & lawsuits
About the Speaker
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 field. Diane’s background includes 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.
- She develops and conducts webinars on a wide variety of HR compliance and administrative topics. Additionally, Diane is the author of numerous whitepapers and e-books addressing various HR topics.
- Diane holds a Master Certificate in Human Resources from Cornell University’s School of Industrial and Labor Relations and has attained SPHR and SHRM-SCP certification. Diane is a member of the National Association of Women Business Owners and the Society for Human Resource Management.
Program Benefits
You know what they say – if there’s no documentation, it can’t be proven. Documentation governs an employer’s ability to defend employment and disciplinary decisions. With the proven strategies from this training, you’ll walk away ready to document thoroughly, accurately, and compliantly.
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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All training experiences include a 7-day 100% money-back guarantee.
Full-Team Pass
Simply share the invite link with your team so you can learn and grow together!
Yours Forever
The event recording and materials are yours to rewatch and share as you choose.
