Do's & Don'ts of Documenting Employee Performance, Behavior and Discipline

Duration: 60 Minutes
flat 40% off on this webinar use promo code
Employee performance evaluations and progressive discipline go hand in hand as tools supervisors and managers can successfully use to correct behavior, motivate employees, and set employee goals. Generally, most employers conduct written performance reviews annually or semi-annually. However, all companies should consider conducting unscheduled reviews if changes occur in an employee’s performance or duties.
Documenting Employee Performance
Instructor: Diane L. Dee
Product ID: 503380
Performance reviews are important for ensuring that employees are successfully meeting their job requirements, identifying under-performance issues and providing employees with an opportunity to raise any concerns they may have. Effective performance evaluations should align employees' development and professional growth with that of your business. Employees are generally more productive and motivated when they understand the role their contributions play in achieving the company’s goals and objectives. The performance review process can be a great way to strengthen the relationship between a manager and employee by promoting open communication in a relaxed environment.

Objectives of the Presentation
  • Consider which events to document and when to do them (and when to destroy)
  • Consider maintaining the documentation
  • Consider how and why should prepare the documentation
  • Don’t contradict previous documentation
  • Identify the rule or policy violated
  • Determine consequences for not correcting the problem
  • Do ask the employee to analyze and evaluate their own work performance and to comment on them
  • Remember the performance review is a discussion; DON'T use closed-ended or rhetorical questions
  • Do not avoid or dodge difficult discussions
  • Make sure you have a clear system upon which to measure performance and that employees understand the performance standards against which they will be evaluated
Why Should you Attend
Documenting employee behavior and performance also is critical because memories aren’t perfect. Remembering a specific performance issue involving one of a hundred employees months or even years ago isn’t easy. Moreover, because the unfortunate reality is that we live in an increasingly litigious society, an employee may deny that the performance issue ever happened and leaves the employer in a "he said, she said" situation when trying to justify a personnel decision.

Lack/ absence of solid documentation are 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.

It’s important to keep the following do's and don'ts in mind to minimize the stress level for both employees and their managers, as well as maximize the effectiveness of your performance review process.

Who will Benefit
  • HR professionals
  • Talent development professionals
  • Managers
  • Leaders
  • Executives
  • Business owners
  • Supervisors
  • Team Leaders
  • Project Managers
$300
Recorded Session for one participant
Get life time access with download option!
Book this course
Pay Now
  $450.00 Training CD
Free shipment within 4 Working Days of placing the order. Get life time access for unlimited participants.
  $550.00 Training USB Flash Drive
Free shipment within 4 Working Days of placing the order. Get life time access for unlimited participants.
For multiple location please contact our customer care team +1-510-857-5896.
How it works
Live Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
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.

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.
View More