HRCI & SHRM Approved Webinar | CEUs = 1.0 Credit Hours

Overview:

“If It Isn’t Documented, It Didn’t Happen” - “Document that.”

Every HR professional and manager has heard it: “You’d better document that.” But what does that actually mean? How much detail do you need? What kinds of behavior should you document - and when? Employee behavior issues rarely become expensive because of the first incident. They become expensive when employers cannot clearly demonstrate what happened, what was documented, what action was taken, and whether employees were treated consistently.

This practical session will show HR professionals, managers and employers how to create clear, defensible documentation of employee behavior - before a routine workplace issue turns into a complaint, investigation, discrimination claim, unemployment dispute or wrongful-termination allegation.

What will You Learn:

• Define what documentation really means and why it matters
• Identify what to document — and when to start & How & Why to Document
• Document negative, risky, and positive employee behaviour effectively
• Importance of solid documentation
• If it isn’t documented, it didn’t happen!
• Documenting as a routine task – don’t put it off! - Teach managers how to document consistently and correctly
• What to do when an employee refuses to sign/acknowledge performance write-ups
• React when an employee refuses to sign
• Say the right thing when a manager uses AI for a lousy review
• What is Performance Improvement Plan (PIP) & Using PIPs as a powerful tool to manage risk and set clear expectations
• What is Progressive Discipline? And Utilizing Progress Discipline in your workplace to document and help employee succeed
• Leverage electronic communication as part of your documentation strategy
• Documentation examples: The good, bad & the ugly!
• Use of Subjective vs. Objective terminology & examples
• Stakeholder responsibilities in the Performance Appraisal process & Factors that distort performance appraisals
• Assessing the risks of taking action v/s not taking action
• Taking corrective action
• Documentation retention
• Best practices & guidelines when documenting performance & behaviour

Why You should Attend:

Bottom Line: When employee behavior is challenged later, the question may not simply be “What happened?” It may be “What can the employer prove happened?” This session shows employers how to make sure their documentation is ready before that question is ever asked.

Don’t wait for a lawsuit or grievance to teach you the hard way. Document clearly. Protect your company. Lead with confidence.

Reserve your spot now and learn how to make documentation work for you, not against you.

Who Should Attend

This webinar is essential for anyone responsible for managing employees or maintaining HR records:

• HR managers and business partners
• HR assistants and recruiters
• Managers and supervisors
• Business owners and executives
• HR consultants

If you’re responsible for employee records, risk management, and workplace fairness, this webinar is for you.