Do’s and Don’ts of Documenting Employee Performance and Behavior


Instructor: Greg Chartier
Product ID: 706824
Training Level: Basic to Advance

  • Duration: 60 Min
Documentation is the “fulcrum” of good employee relations. Lack of solid documentation is the single most common mistake employers make when handling discipline or terminations. Lack of or improper documentation impacts a myriad of HR issues; unemployment compensation disputes, workers’ compensation cases, and legal matters. Good records, on the other hand, can mean the difference between winning and losing a lawsuit. This webinar will examine not only what to document but how to document and, just as importantly, how to avoid issues with performance and behavior.
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Why Should You Attend:

Most HR professionals recognize the importance of documenting employees’ performance problems.

The challenge, however, is to teach managers how to document those issues in an appropriate manner and get them to actually do the documentation.

The purpose of documenting performance problems properly isn’t just to protect the employer in case a worker files a lawsuit. It’s also to show the steps we’ve taken to help someone be successful. This is particularly important if the performance or behavior does not improve and leads to discipline and/or termination.

Good documentation creates credibility for the employer by showing that employees are treated in a fair and consistent manner. Some common mistakes include:

  • Making vague, unclear statements about what the employee needs to do to improve.
  • Adding personal attacks or subjective comments.
  • Providing little or no evidence to support decisions to discipline or terminate an employee.

This webinar will examine the steps of documentation and provide a guide to better and more effective documentation. The steps include:

  • Describe company expectations. Clearly state what the job description or the company policies require.
  • Describe the behavior or performance that must change (or that you want to continue). Describe the conduct, not the individual.
  • Having a two-way conversation shows the manager’s attempt to be fair and learn how to help the individual.
  • Prepare a detailed action plan that the employee should use to improve performance.
  • Set deadlines for correcting the behavior or performance.
  • Describe the consequences if the behavior or poor performance continues, which may include discipline and/or termination.
  • Avoid vague phrases that could provide grounds for discrimination lawsuits.

Areas Covered in the Webinar:

  • How and what to document.
  • When documentation should be used.
  • The “rules” of documentation.
  • The documentation conversation.
  • The consequences of poor documentation.
  • The Performance conversation

Who Will Benefit:

  • Human Resource Professionals
  • Human Resource Manager
  • VP Human Resources
  • Director of Human Resources
  • Anyone with management responsibilities
Instructor Profile:
Greg Chartier

Greg Chartier
Principal, HRinfo4u

Dr. Chartier is the Principal of HRinfo4u, a human resource consulting firm and a well-known educator and speaker. As a consultant, he works with organizations to improve the effectiveness and efficiency of their human resource function. He has worked extensively in designing, developing and implementing human resource program, procedures and systems for smaller and mid-size firms up and down the Hudson Valley.

Greg is a thought-provoking professional speaker and his wisdom and insights into management and leadership make him an electrifying speaker and seminar leader. His seminars are customized to reinforce company mission, vision, values and culture and the content is practical for team leaders, managers, supervisors and executives alike.

Dr. Chartier has a Bachelor’s Degree in Political Science, an MBA in Finance and a PhD in Human Resources. He is a National Member of the Society for Human Resource Management (SHRM) and is certified by the Human Resource Certification Institute (HRCI) as a Senior Professional in Human Resources (SPHR) and a Global Professional in Human Resources (GPHR) as well as a Senior Certified Professional (SCP) by SHRM.

He served on the Board of the local SHRM Chapter, the Westchester Human Resources Management Association (WHRMA), as the Treasurer for nine years. In addition, Greg served on the Board of the Business Council of Westchester in a variety of capacities including Chair of the Human Resources Council.

He worked with the Continuing and Professional Education Program at Pace University and was a member of the faculty of the New York Medical College, in the Masters’ in Public Health Program.

He is the author of What Law Did You Break Today? A guide to the federal laws and regulations that employers must comply with.

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Our refund policy is governed by individual products and services refund policy mentioned against each of offerings. However in absence of specific refund policy of an offering below refund policy will be effective.
Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange. Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time. On-Demand Recording purchases will not be refunded as it is available for immediate streaming. However if you are not able to view the webinar or you have any concern about the content of the webinar please contact us at below email or by call mentioning your feedback for resolution of the matter. We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-717-2436 (Toll Free).




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