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Employee Write-Ups: Do's and Don'ts for Documenting Employee Performance

Friday, November 10, 2017

1:00 - 2:30 pm EST

Length: 1 hour 30 minutes                     Sponsored by Lorman Education Services


Registration - Live Webinar Only: $209.00

Registration - Live Webinar Plus CD Recording: $278.00

 

Make sure you are correctly documenting employee's performance to protect you from a potential lawsuit.

You may have had the urge to say to an employee, ‘I've had it with your performance. You're fired.' But wait - have you correctly documented the employee's performance to support your position in a potential lawsuit?

This topic will assist you in understanding what to do and not do when documenting an employee's performance. Termination is one of the most difficult things a manager must do and that is why managers give leniency on performance. Documentation of the employee's performance is critical and can make the difference between a defense verdict and a large jury award.

Learning Objectives

  • You will be able to recognize the importance of proper documentation.
  • You will be able to identify the flaws in performance documentation.
  • You will be able to discuss how to establish clear performance expectations.
  • You will be able to explain how to provide performance documentation that will assist the company in defending against lawsuits.

This live webinar covers these hot issues

Employee Write-Ups – the Do's

  • Do Establish Clear Performance Expectations
  • Do Focus on the Facts
  • Do Review Patterns of Problem Behavior
  • Do Write a Specific Plan for Improvement
  • Do Follow-up

Employee Write-Ups – the Don'ts

  • Don't Be Too Vague
  • Don't Diagnose Why the Employee Is Performing Poorly
  • Don't Include Your Mental Impressions and Emotional Comments
  • Don't Embellish on the Documentation
  • Don't Apologize

Other Considerations in Documenting Performance

  • When Is the Best Time to Document Performance?
  • Documenting Behaviors Rather Than Attitudes
  • Maintaining At-Will Employment
  • What to Do With the Documentation
  • When Should the Performance Documentation Lead to Discipline vs. Termination?
  • Supervisor's File vs. Personnel File
  • Avoiding Discrimination and Harassment Claims Through Documentation

Credit Information (Sponsored by Lorman Education Services)

  • CPE
  • SHRM
  • NASBA
  • HR Certification Institute

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Faculty

Jackie A. Sexson

  • Compliance manager with Fortune 300 company
  • Former executive director with the legal and human resources consulting firm, The Sexson Group
  • Extensive experience in employment and labor law, as well as human resources
  • Has a legal and HR background in employee relations, performance management (360-degree feedback), organizational management, benefits administration, recruitment and selection, compensation, equal employment opportunity, and training and development
  • Experience with the public sector, Fortune 500 companies and small startup companies
  • Held director and executive level positions, and worked as an independent consultant
  • Certified as a senior professional in human resources by the Society for Human Resources Management
  • J.D. and M.B.A. degrees
  • Can be contacted at 303-513-6018 or jackie80504@gmail.com