This training program will elucidate effective documentation techniques. It will discuss what documentation is needed to justify a termination decision and key record retention requirements. Attendees will learn how to fill out a performance appraisal and understand the essentials of a document retention program.
But as a supervisor, your focus is usually more on getting production done, and you may forget to document that you had to tell a subordinate three times to do a task. You may put off doing those performance appraisals. And, as a supervisor, you are often documenting misconduct or performance issues of someone you once worked side by side. Is documentation easy? No. Is it critical? Yes. But how do you do it right? This webinar will analyze these situations and offer best practices to handle them.
Why Should You Attend:
A labor and employment law attorney would constantly review documentation that supports the client’s version of what happened. A human resource professional, on the other hand, would analyze the same documentation from another perspective - one that can approve a termination recommended by the supervisor.But as a supervisor, your focus is usually more on getting production done, and you may forget to document that you had to tell a subordinate three times to do a task. You may put off doing those performance appraisals. And, as a supervisor, you are often documenting misconduct or performance issues of someone you once worked side by side. Is documentation easy? No. Is it critical? Yes. But how do you do it right? This webinar will analyze these situations and offer best practices to handle them.
Learning Objectives:
- Learn effective documentation techniques
- Learn how policies and procedures can help you but also hurt you
- Learn how to use documentation to teach your employees
- Learn what documentation you need to justify a termination decision
- Learn about your record retention requirements
Areas Covered in the Webinar:
- Why policies and procedures are an important part of documentation
- What policies/procedures are legally required before misconduct occurs
- What policies/procedures are recommended before misconduct occurs
- Can you discipline if you don’t have a policy/procedure with regard to a particular problem
- Why not understanding the difference between misconduct/performance can hurt you in documentation
- How to fill out a performance appraisal properly
- Real life lessons from actual court cases - what went right in documentation?
- Real life lesions from actual court cases - what went wrong in documentation?
- How and when to dispose of documents
- What a document retention program should contain
Who Will Benefit:
- HR managers
- Business owners
- Department heads and supervisors
- Owners and managers of small businesses
- HR professionals
- Managers
- Supervisors
- Employee relations professionals
- HR administrators
Course Provider
Susan Fahey Desmond,
