Effective Documentation for Employment Issues Webinar

Employers want their employee documentation effective and to successfully stand up to any challenge. Attorneys will advise their clients to document any employee violation of company policies. And while it may be impossible to write 100 percent iron-clad documentation, there are steps you can take to get closer to achieving this goal. In some instances, HR, supervisors, and managers need to learn how to prepare good documentation, which involves converting verbal conversations with employees into defensible written formats. Getting it wrong or incomplete may cause unwanted problems. Strong employment documentation begins with deciding which employee actions should or shouldn’t be documented. The managers and supervisors need to be able to write good, defensible documentation. Documenting a termination requires documenting the issues leading up to that termination. Knowing how to put that down on paper is a key part of the “proof” you’ll be asked to provide if ever challenged, and this is where the risks for you can increase significantly. Bob Gregg, attorney at law, discusses the types of issues that should and shouldn’t be documented and offers guidance for writing your iron-clad documentation if ever challenged by the employee, Courts, or the regulators.

Additional Resource Material Included – Documentation and Evidence—We have the Straw That Broke the Camel’s Back But Where is the Rest of the Camel?: Discipline Checklist.

Covered Topics
  • What is documentation?
  • Documenting your good deeds – not just discipline
  • What is a “fact?”  Evidence and “best evidence”
  • Establishing consistency and non-discrimination
  • Knowing the differing elements for performance, conduct and other forms of fair documentation
  • Can you over-document?  Knowing the boundaries
  • The Discipline Checklist
  • Maintaining documentation integrity

Who Should Attend

Human Resources Managers, Safety & Security personnel, Branch Managers, Executives, Supervisors.

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Bob Gregg
Bob Gregg

Bob Gregg, Boardman & Clark Law Firm in Madison, Wisconsin, has been involved in employment relations for more than 30 years. He litigates employment cases, representing employers in employment contra... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Effective Documentation for Employment Issues Webinar.25 Any AnyWebinarOn-Demand Bob Gregg$279.00 Register Now
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a phone for the audio. You can type and send your questions to the instructor.  And don’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS Digital Download:

By adding the Digital Download to your order, you will be adding access to make the webinar part of your training library.  You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides as well.  Access to the Digital Download is for the life of your library.

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