03/07/2018 10:00 AM
Training Topic: How to Produce High Quality, Defensible Employment Documentation
Instructor: Teri Morning
Wherever there are people, there are problems, and those problems often turn into compliance issues. Consequently, everyone: trainer, advisor, user and reviewer of records need to be trained in the best (and worst) practices of documentation so they know how to document, when, what, how, and why to document, and just as importantly, how to not document.
This webinar will cover in detail how to produce high quality documentation and what not to do in terms of documentary practices in regards to timing, content and purpose. This webinar will include examples of documentation both quality and not. Just as importantly, this webinar will also cover how to persuade your managers to view documentation as just as important for them, as it is to the company.
Objectives of the Presentation
- 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 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 if 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
- Problematic documentation in regards to hiring, performance, training, safety, and investigations
Why Should you Attend
What an employer does document, what it does not document and the manner of use of the documentation are critical elements in determining whether their records show compliance with the law(s) or not.
HR is the advisor and trainer to documentary practices. HR cannot manage every employee in an organization. Supervisors manage employees and are the persons who take (or not) HR's advice and training efforts and then choose to document properly (or not) on behalf of the organization.
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 adversaries excellent tools to use against an employer.
Training Managers and Supervisors why it's important to document and how to do so properly results in documentation that helps demonstrate your company is meeting is obligations to employees.
Who will Benefit
- HR Generalists
- HR Managers
- Managers
- Plant Managers
- Branch Managers
- Store Managers
- Management
- Business Owners
- Department Managers
- Employee Relations Personnel
Topic Background
Human Resource is infamous for repeating three words, "document, document, document." There is no doubt documentation is crucial. However, what you document and how you document is critical if faced with a legal challenge. When challenged with a lawsuit, what the employer documented, and how it was documented will be either your defense - or that which helps the other side to win.
The purpose of employers keeping documentary records is to show they comply with applicable laws. However, records often as not, do just the opposite. Because any documentation is certainly not necessarily quality 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 supposedly defensible documentation instead appears (or shows) that the employer acted improperly in any of a myriad of situations.