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Mega Session
Seven Steps to Creating Bulletproof Documentation
Tuesday 06/19/2018 04:00 PM - 05:15 PM Add to calendar
1.25 SHRM PDCs | Competencies: HR Expertise, Consultation, Critical Evaluation | Intended Audience: Midlevel
Workplace Application:
You will learn the seven steps to create documentation that will withstand the scrutiny of a judge or jury. 

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 your 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. This session will help you:

  • 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, SPHR Photo
Allison West, Esq., SHRM-SCP, SPHR, Principal,
Employment Practices Specialists