HR Documentation: How to Document Employee Behavior and Performance Issues-From Hire to Fire and Retire

HR professionals are often heard complaining that "managers don't document" and yet they go ahead and terminate an employee. This is the time when HR puts its foot forward and points out that there is not any (or enough) documentation to do so - which, inevitably, leads to a great conflict between HR and managers. Lack of proper documentation not only creates friction, but it may also lead to discrimination claims and costly litigations. Why? Because "if it's not documented it never happened." The first and important part in the documentation process is to know and understand what to document and the rest revolves around getting supervisors and managers to document employee behavior and performance issues properly and accurately.

Do you and your managers know how to:

• Document an applicant’s interview, so that you are able to later show that your organization appointed the 'best match' without any discrimination?
• Prepare discipline documents to minimize the risk of Title VII and potential violation of other anti-discrimination laws?
• Prepare termination documents to minimize the risk of an EEOC charge?

HR documentation is filled with legal landmines in every turn, and only documentation can help in minimizing the risks of regulatory lawsuits and penalties. In this informative session, expert speaker Natalie Ivey, MBA, SPHR, will provide the best education for you and your HR team on the best practices for documentation. This training program will cover the hot spots in documentation. It will provide tips for proper documentation procedures, and on how your documentation can help protect your organization.

Webinar Agenda:

• Documenting performance expectations right from the beginning.
• Creating and documenting an applicant screening process comparing candidates 'apples to apples.'
• Properly documenting employee behavior and performance issues to create a paper trail minimizing organizational risk.
• Creating an easy-to-implement progressive discipline documentation process and learning critical sample verbiage.
• Identifying gaps between organizational policies and discipline documents.
• Understanding compliance when letting older workers go and the need of a 'waiver' document.
• Recognizing the importance of clear, and concise documentation.

Who Should Attend

• Senior HR Professionals
• HR Managers & Directors
• Attorneys
• HR Personnel
• Employee Relations Professionals

Plus, you can also ask a question unique to your requirement during Q & A session directly from our expert speaker.

Natalie Ivey

Natalie Ivey, MBA, SPHR, SHRM-SCP is an HR consultant, professional speaker, author, and educator within the HR profession.  She has more than two decades of HR management experience with Fortune 500 organizations and in working as a trusted advisor and consultant to business leaders both in the U.S. and abroad.  She is the founder and CEO of Results Performance Consulting, Inc., an HR consulting practice that specializes in providing HR expertise and guidance to employers doing business in the U.S.  She also provides targeted, results-focused leadership and professional development training programs.  She routinely works with organizations to address destructive leadership behaviors and organization dysfunction.   She consults with employers and designs customized training programs to help employers correct poor behaviors, minimize legal exposure, and improve performance and profitability.

Ms. Ivey is the instructional designer/author of numerous HRCI accredited HR training programs that are marketed throughout the U.S.  and is also the author of the book:  How to Conduct Internal Investigations:  A Practical Guide for HR Professionals, which has received excellent reviews.  Her new book:  How to Keep HR from Being the Employee Complaint Department is due to be released in summer 2017.

Ms. Ivey is a dynamic and engaging speaker who is known for her sense of humor and "tell-it-like-it-is" direct approach to teaching HR education.  She is a frequent lecturer at university symposiums, is a guest speaker at SHRM conferences, and is a nationally known speaker who travels throughout the U.S. and abroad, speaking on a variety of topics to advance the HR profession.