Employee Performance Documentation: Do's and Don’ts


April 10, 2019


Diane Dee

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 60 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-951-801-2324

This program has been approved for 1.0 PDCs toward SHRM certification hours.
The program is pre-approved for 1 credit hour under HRCI


Documenting employee behavior and performance is critical because legally "if it's not documented, it never happened." The human resource function is fraught with legal landmines in every turn, and only documentation can help in minimizing the risks of regulatory lawsuits and penalties.

Managers may want to rush ahead with an employee termination but when asked about documentation, they have nothing to show except, “we’ve discussed the issue with the employee and told him/her about our decision.” But that statement won’t stand if the EEOC comes knocking at your door. The HR department is the one held accountable for EEOC penalties, expensive settlements or litigations.

Managers typically fail to document behavior or performance issues that lead up to termination. Some even wrongly think that they don’t need reason to fire an employee because they are an “At-Will” employer. That logic is really flawed and can cost your organization a lot of money. Without a robust employee performance documentation system, you are really inviting EEOC charges, expensive settlements and even litigation. Not properly documenting can hurt you in unemployment compensation disputes, workers’ compensation cases, and other legal matters. Good records, on the other hand, can mean the difference between winning and losing a lawsuit.

This webinar by seasoned HR expert, Diane L. Dee, President of Advantage HR Consulting, will discuss the what, when and how of employee performance documentation.  She will decode confusing terminologies and share what types of documents need to be created. You will also understand the role of documentation in investigation and lawsuits.

Session Highlights:

  • Why, What, When and How to document performance
  • Analyzing discipline problems
  • Getting supervisors and managers to document employee behavior and performance issues accurately
  • Various types of performance documentation
  • Creating bulletproof documentation
  • Subjective vs. Objective terminology in performance documentation
  • Pitfalls to avoid when assessing performance
  • Providing effective performance feedback
  • Preparing disciplining documents to minimize the risks of potential Title VII and anti-discrimination laws violations
  • Handling employee rebuttals
  • Documentation best practices and guidelines
  • Employee documentation’s role in investigations and lawsuits
  • The formal appraisal process
  • Conducting investigations

Also Includes:

  • Live Q&A session with speaker
  • PPT presentation
  • Certificate of attendance

Who Will Benefit:

  • HR professionals
  • Talent development professionals
  • Managers
  • Executives
  • Business owners
  • Supervisors
  • Team Leaders
  • Project Managers

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