Documenting Performance

Documenting employee performance creates a history of critical events and decisions that can protect you and your organization.

What this course covers:

• Why proper documentation matters throughout the employee lifecycle
• How records support unemployment hearings, grievances, arbitrations, and EEO complaints
• Why good documentation is often seen as credible by judges and arbitrators
• The key dos and don'ts of documenting performance

You will learn to document performance in a way that supports fair decisions and reduces legal risk.

Documenting your employees' performance is always important. It helps to create a history of critical events and decisions that happen during the lifecycle of the employee. Proper employee documentation is also necessary and critical in litigation and other proceedings such as unemployment hearings, grievances, arbitrations, EEO complaints, or information requests. These documents are often seen as credible by a judge or arbitrator. Good documentation may deter costly and risky legal action and reduce your exposure as a leader. In this Documenting Performance: Legal Issues of Documenting Performance Course, we'll talk through some of the do's and don'ts of proper documentation.

Good documentation of your interactions with your team should not feel like an extra chore. With a few simple habits, tools, and templates, it becomes an easy way to keep the records a leader needs.

What this course covers:

• Why documentation supports coaching, promotion, and termination decisions
• Keeping both handwritten and electronic records
• Efficient ways to store your notes
• Organizing notes for each employee
• Using keywords and dates for quick retrieval

You will leave with a lightweight system that makes reviews far easier.