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Product ID: 405358EAU

When Should You Document? Documentation Strategies for Supervisors and Managers

OnDemand Webinar (71 minutes)

Learn the importance of affecting change through employee documentation and how to avoid costly litigation for failure to document correctly. The legal minefield of progressive discipline and employee termination is fraught with peril. Unfortunately, much of the training in our field focuses on 'big picture' exceptions to the rule and legal theory. Join us for a hands-on, practical topic chock full of camera-ready, legally defensible disciplinary samples that you could use immediately upon returning to the office. We'll cover all types of employee performance problems like: substandard work quality, absenteeism, tardiness, insubordination, profane language in the workplace, general misconduct, sexual harassment, and lack of sales production. When it comes to mastering progressive discipline and structuring terminations that will withstand legal scrutiny, the key to success lies in employing a write-up template that invites your employees to involve themselves in their own improvement game plan and that clearly outlines the company's affirmative efforts to help workers better themselves. In addition, the template will give employees a chance to take ownership of their own performance improvement. Hence, the responsibility for affecting change shifts from your company to the employee, where it rightfully belongs. Simply stated, most line managers avoid documenting disciplinary problems because they lack the confidence and time to compose well-structured write-ups.


Paul Falcone, MPTF


The Importance of Disciplinary Documentation in According Employees "Workplace Due Process"

• The Termination-For-Cause vs. the Employment-At-Will Standard

• Creating a Record That Will Withstand Legal Scrutiny and Minimize/Mitigate Potential Damages

Performance vs. Conduct: Key Differentiators in Your Approach to Employee Discipline

• Summary Termination vs. the Need to Document Progressive Steps of Corrective Action

• Documentation Progression From Verbal to Written to Final Written Warning-Where Do You Begin?

• Avoiding the Dangerous "Preemptive Strike" and Key Opportunities to Partner With HR or Senior Leadership

A Documentation Strategy That Shifts Performance Improvement Back to the Employee-Where It Rightfully Belongs

• Progressive Discipline as a Constructive Means of Turning Around Problematic Performance or Conduct

• Alternatives to Progressive Discipline-Letters of Clarification and Decision-Making Leaves

Additional Formats

Audio & Reference ManualMore Info