Do’s and Don’ts of Documenting Employee Behaviour, Performance, and Discipline

Diane L. Dee


About the Webinar

The absence of solid documentation is the single most common mistake employers make when handling employee performance, behaviour, and discipline issues. Not properly documenting or documenting at all can hurt employers 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 do’s and don’ts of documenting employee performance, discipline, and behaviour 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.

Session Highlights:

  • The role documentation plays in investigations & lawsuits
  • If it isn’t documented, it didn’t happen!
  • Errors & pitfalls to be aware of when documenting employee performance & behaviour
  • Steps to follow when analyzing discipline problems
  • How to handle employee disagreement with disciplinary and/or performance write-ups
  • What, When, How, and Why to document
  • Analyzing discipline problems
  • Types of documentation
  • Documentation examples: The good, bad, and the ugly!
  • Creating bulletproof documentation
  • Best practices & guidelines when documenting employee performance
  • Avoid these documentation errors
  • Subjective vs. Objective terminology
  • Tactics for providing effective feedback
  • Handling employee rebuttals to feedback
  • Pitfalls to avoid when assessing performance
  • Documentation retention
  • Documentation’s role in investigations & lawsuits


Why You Should Attend:

Attendance at this presentation will enable participants to create effective, bulletproof documentation, recognize the pitfalls to avoid when documenting, and understand documentation’s role in investigations and lawsuits.

Who Should Attend?

  • Business Owners
  • Human Resources professionals
  • Managers & Supervisors
  • Project Managers
  • Team Leaders
  • Compliance professionals
  • Operations professionals
  • Talent Development professionals


Do’s and Don’ts of Documenting Employee Behaviour, Performance, and Discipline