Loading...

Effective Documentation for Employment Issues

This program covers the fundamentals of documentation and positive principles which can lead to solving problems before they result in discipline or discharge. It provides the foundation for effectively approaching issues and then having a strong and valid defense for the actions you take.

OnDemand
Recorded Friday,
June 10th, 2022
Presented by Bob Gregg
2h total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Human Resources
  • Risk Management/Legal
  • Bank Legal Counsel
  • Branch Manager
  • Facilities Manager
  • Human Resources Officer
  • Senior Management
  • Trainer

Save on training and share webinar access across your entire organization.

Request more information

Learn about upcoming events, webinars and discounts.

Sign Up For Email Notifications

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.


Bob Gregg

Instructor Bio

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 contracts, discrimination cases, FLSA, FMLA and all other areas of employment law. His main emphasis is helping employers achieve enhanced productivity, creating positive work environments and resolving employment problems before they generate lawsuits. Bob has conducted over 3,000 seminars throughout the United States and authored numerous articles on practical employment issues. Bob is a member of the Society for Human Resource Management and the National Speakers Association. He is also a National Faculty Member of the American Association for Access, Equity and Diversity and served on the Board of Directors for the Department of Defense Equal Opportunity Management Institute Foundation.