Seven Steps (plus tips) for Perfecting Your Documentation | Sessions

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Document, document, document. Sounds familiar? This standard mantra from your employment counsel is meant to encourage managers to memorialize performance/disciplinary conversations that shows efforts to help the employee be successful and supports employment decisions. And, importantly, documentation can provide a solid defense if prepared correctly. But, in reality, managers (and HR) are typically not taught how to effectively transcribe verbal coaching, counseling or disciplinary conversations into clear, unambiguous, defensible documentation.

Learn the seven steps to creating 'bulletproof' documentation along with ways to tighten your documentation, words and phrases to avoid, and potential red flags for discrimination. Walk away with a usable framework and tips for perfecting your documentation.

Learning Objectives: Learn to document expectations, policy violations, performance issues and consequences.Properly document employee's explanation and action plan.Understand which words and phrases to avoid when documenting.Learn about documentation disasters that create liability.


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Accessibility & Accommodations Information: For detailed accessibility & accommodations information, visit INFO > FAQs in the app.