Seven Steps to Creating Bulletproof Documentation

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Concurrent Session
Seven Steps to Creating Bulletproof Documentation
12/04/2018 11:15 AM - 12:15 PM |
Metropolitan Ballroom
1.00 SHRM PDCs
| Competencies: HR Expertise, Consultation, Critical Evaluation
Workplace Application:
Learn the seven steps to creating documentation that will withstand the scrutiny of a judge or jury. 

You hear it from your legal counsel all the time: document, document, document. But they never teach you or your managers how. Learn the seven steps to creating solid, bulletproof documentation. Effectively transcribe your verbal coaching, counseling or disciplinary conversations. Recognize words to avoid and red flags for discrimination, Know the benefits and hazards of electronic documentation. Leave the session with a usable framework and tips for perfecting your documentation.

Learning Objectives:

  • Learn to document expectations, policy violations, performance issues and consequences.
  • Properly document an employee's explanation and action plan.
  • Understand which words and phrases to avoid when documenting.
  • Learn about documentation disasters that create liability.
Allison West, Esq., SHRM-SCP Photo
Allison West, Esq., SHRM-SCP, Principal, Employment Practices Specialists