September 11: Document, Document, Document

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While as managers, we hope we won’t have to address performance problems, the reality is that performance issues will arise. When they do, managers need to know what to do. Lack of solid documentation is the single most common mistake employers make when handling discipline problems 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, by contrast, can mean the difference between winning and losing a lawsuit.

 

LEARNING OBJECTIVES

  • How to identify performance problems and hold employees accountable to performance standards
  • The importance of creating and following a progressive discipline process and thoroughly documenting to minimize claims of discrimination and wrongful discharge
  • Recognizing why and when proper performance documentation is critical
  • Identifying the proper procedures for documenting performance, and discovering and recognizing what makes good and poor performance documentation