Do's And Don'ts Of Documenting Employee Behavior, Performance, And Discipline
Human Resources
90 Minutes
Friday, April 14,2023
01:00 PM EST
STA2023094
Overview
The absence of solid documentation is the single most common mistake employers make when handling employee performance, behavior, and discipline issues.
Not properly documenting, or not documenting at all, can hurt employers and employees in several ways. Documentation can make or break a manager’s ability to discipline, terminate, fairly promote, reward, and recognize employees. Additionally, solid documentation will become an employer’s best friend when an employee brings discrimination or other employment-related claims against the organization.
Possessing a solid understanding of the dos and don’ts of documenting employee performance, discipline, and behavior is an essential tool for managers and supervisors because they need to make a serious effort to effectively record all events in the employment history of their employees - both positive and negative.
Who should attend?
- Business Owners
- Human Resources professionals
- Managers & Supervisors
- Project Managers
- Team Leaders
- Compliance professionals
- Operations professionals
- Talent Development professionals
Why should you attend?
Participants in this presentation will learn the importance of and how to create effective, bullet-proof documentation, recognize the pitfalls to avoid when documenting, the importance of the performance appraisal process and understand documentation’s role in investigations and lawsuits.
What you'll learn?
- Importance of solid documentation
- Role documentation plays in investigations & lawsuits
- If it isn’t documented, it didn’t happen!
- What, When, & How to document
- Documenting as a routine task - don’t put it off!
- Errors & pitfalls when documenting performance & behavior
- Best practices & guidelines when documenting performance & behavior
- Analyzing performance & behavioral problems
- What is Progressive Discipline?
- Utilizing Progress Discipline in your workplace
- Handling employee disagreements with disciplinary and/or performance write-ups
- What to do when an employee refuses to sign/acknowledge performance write-ups
- Documentation examples: The good, bad & the ugly!
- Use of Subjective vs. Objective terminology & examples
- Assessing the risks of taking action versus not taking action
- Stakeholder responsibilities in the Performance Appraisal process
- Factors that distort performance appraisals
- Common issues when providing feedback & how to overcome them
- Tactics for providing effective feedback
- Pitfalls to avoid when assessing performance
- Goals & key elements of conducting effective investigations of performance & behavior
- Taking corrective action
- Documentation retention
Speakers
Diane L. Dee
Diane L. Dee, MS, is the owner of ASA Training and Consulting, LLC which provides Pharmaceutical and Biologics based companies with training and quality systems assistance in order to meet regulatory compliance. Prior to this role, Danielle has been in the industry for 15 years serving in numerous Quality Management Roles, such as the Director of Product Quality, the oversight of Sterility Assurance practices, and provided QA oversight of numerous filling and packaging operations. Danielle began her QA career as a Quality Control Pharmaceutical Microbiologist at a contract laboratory where she performed various tests for their clients. In the years after, she has held positions in the Quality management arena while increasing her responsibility. She has helped to lead many Regulatory Health Inspections and was instrumental in the coaching process of her peers prior to any inspection. Currently, Danielle assists companies who are faced with warning letters, consent decrees, and those wishing to improve compliance to establish more robust quality systems so that the company can succeed.
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