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Mega Session
Seven Steps to Creating Bulletproof Documentation
Tuesday 06/30/2020 02:00 PM - 03:30 PM Add to calendar
| Competencies: Critical Evaluation, HR Expertise
Workplace Application:
We’re not born knowing how to document conversations and experiences, but we can learn. 

You hear it from your legal counsel all the time: document, document, document. But in reality they never teach you or your managers how to effectively transcribe verbal coaching, counseling or disciplinary conversations into solid, bulletproof documentation. Learn the seven steps to creating “bulletproof” documentation along with words to avoid, red flags for discrimination, and the benefits and hazards of electronic documentation. Walk away with a usable framework and tips for perfecting your documentation.

Learning Objectives:

  • Learn to document expectations, policy violations, performance issues and consequences.
  • Properly document an employee's explanation and action plan.
  • Understand which words and phrases to avoid when documenting.
  • Learn about documentation disasters that create liability.
Allison West, Esq., SHRM-SCP Photo
Allison West, Esq., SHRM-SCP, Principal,
Employment Practices Specialists