Seven Steps to Creating Bulletproof Documentation

Description

Document, document, document. You hear it all the time from your legal counsel - but the words create panic and loathing in your managers. Why? More often than not they simply do not know where to start or how much they are supposed to document. In the end, managers wind up creating documentation that is ambiguous, inaccurate or contains little productive value. Not surprisingly, poor documentation can create as much liability as having no documentation at all.

This 90-minute interactive webinar will give participants an employment attorney’s perspective for using a seven step format to create “bulletproof” documentation as well as solid of overview of the do’s and don’ts of documentation. You also see how various scenarios and examples may fit in with your specific situation or workplace.

Program Highlights:

• Learn how the seven steps can make documenting workplace issues more manageable, fair and consistent
• Create documentation that will withstand the scrutiny of a judge, jury or other fact-finder
• How to document expectations, policy violations, performance issues and consequences
• How to document an employee’s explanation
• Words and phrases to avoid when documenting
• Documentation disasters that create liability
• How to document terminations.

Recording Date

Speakers

Allison West, Esq., SPHR, is principal of Employment Practices Specialists, LLC, in Pacifica, California. Ms. West has a simple approach to employment practices: “be proactive.” She uses her employment law background, coupled with her sound knowledge of human resource practices, in providing proactive risk management services aimed at helping companies both prevent and resolve employment claims. Ms. West specializes in employment law and management training, conducting workplace investigations, human resources consulting, and providing expert witness assistance. She is also a frequent public speaker on a national and local level. Ms. West is licensed to practice law in California and holds a Senior Professional in Human Resources certification.
 

Presentation Materials

Listen and watch the presentation online or download the files below.