How to Produce High Quality, Defensible Employment Documentation

Document, Document, Document ! If ever there was an HR slogan, that it would be. However, be careful what you ask for.

There’s no doubt documentation is crucial. Employers keep documentary records to show they are in compliance with applicable laws. However, records often as not, do just the opposite. Because any documentation is not necessarily good documentation. Instead, documentation can often be in reference to or appear, as a fact that serves as proof an employer did not follow the law. Such defensible documentation appears (or shows) that the employer acted improperly in any of a myriad of situations. As we, all know perception is reality to most viewers, including readers of records.

Why You Should Attend:

HR is the advisor and trainer of documentation. Yet they cannot manage every employee in an organization. Employee’s managers are the persons who take (or not) HR’s advice and training and then choose to document properly (or not.)

Forcing managers to document rarely results in good quality documentation but instead often produces incomplete, illogical, and inconsistent documentation. Incomplete, illogical, and inconsistent documentation gives adversary excellent tools to use against an employer.

This webinar will include examples of documentation both good and poor. This webinar will also cover how to persuade your managers to view documentation as important for them as it is to the company.

Areas Covered in the Session :

  • The elements of defensible documentation
  • The elements of documentation that works against the employer
  • What to document
  • How to document
  • When to document
  • What you don’t necessarily need to document
  • Understanding the crucial elements of timing, purpose and content. How they work in conjunction (or not)
  • Retaliation – how your records often demonstrate that it occurred – even when it did not
  • How to get your managers to want to document rather than trying to force them to document
  • Examples of good documentation
  • Examples of bad documentation
Who Should Attend:

  • Plant Managers
  • Managers
  • Department Managers
  • Branch Managers
  • Store Managers
  • HR Generalists
  • HR Managers
  • Employee Relations Personnel
  • Business Owners

HR2204

Teri Morning

  • Teri Morning, MBA, MS, SHRM-SCP specializes in solving company “people problems.”
  • Teri is the founder and a principal partner in HindsightHR – employee investigation and incident case management software. www.hindsightcloud.com
  • Teri also sources software solutions for compensation and performance management.
  • Twenty+ years human resource and training experience in a variety of fields, including retail, distribution, architectural, engineering, consulting, manufacturing (union), public sector and both profit and non-profit companies.
  • Teri has enjoyed consulting with employers on their problems and trained managers and employees for over 20 years, meeting and working with employees from all types of businesses.
  • In addition to a MBA, Teri has a Master’s degree in Human Resource Development with a specialization in Conflict Management.
  • Teri was certified by the State of Indiana in mediation skills, Teri is certified in Project Management and IT Management, qualified as a Myers-Briggs practitioner and holds the SHRM certification of a Senior Certified Professional.

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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance
.