Do's & Don'ts of Documenting Employee Performance

Why Should You Attend:

Documenting employee behavior and performance is critical because memories aren’t perfect. Lack or absence of solid documentation is the single most common mistake employers make when handling discipline or terminations. What if you need to justify an employment decision or termination long after it occurs? Not properly documenting can hurt you in unemployment compensation disputes, workers’ compensation cases, and other legal matters. Good records, on the other hand, can mean the difference between winning and losing a lawsuit.

Attend this HR good documentation practice webinar to maximize the effectiveness of your performance review process by understanding which performance events to document, how to document performance, best practices of preparation and maintenance of documentation. You will also learn various types of performance documentation, terminologies to use, how to provide effective performance feedback, how to handle employee rebuttals etc.

Areas Covered in the Webinar:

• Why, What, When and How to document performance
• Analyzing discipline problems
• Various types of performance documentation
• Creating bulletproof documentation
• Subjective vs. Objective terminology in performance documentation
• Pitfalls to avoid when assessing performance
• Providing effective performance feedback
• Handling employee rebuttals
• Documentation best practices and guidelines
• Employee documentation’s role in investigations and lawsuits
• The formal appraisal process
• Conducting investigations

Who Will Benefit:

• HR professionals
• Talent development professionals
• Managers
• Leaders
• Executives
• Business owners
• Supervisors
• Team Leaders
• Project Managers

Diane L. Dee
President, Advantage HR Consulting

Diane L. Dee, President of Advantage HR Consulting, has over 25 years of experience in the Human Resources arena. Diane’s background includes experience in HR consulting and administration in corporate, government, consulting and pro bono environments. Diane founded Advantage HR Consulting in early 2016. Under Diane’s leadership, Advantage HR provides comprehensive, cost-effective Human Resources solutions for small to mid-sized firms in the greater Chicagoland area. Additionally, Diane conducts webinars on a wide-variety of HR topics for various training firms across the country.

Diane holds a Master Certificate in Human Resources from Cornell University’s School of Industrial and Labor Relations and has attained SPHR, SHRM-SCP, sHRBP and HRPM® certification.

Diane is a member of the National Association of Women Business Owners and the Society for Human Resource Management. Additionally, Diane performs pro bono work through the Taproot Foundation assisting non-profit clients by integrating their Human Resources goals with their corporate strategies.

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