Documenting Employee Performance

Documenting Employee Performance:
Say This, Not That

HR is always preparing for litigation.
You MUST know what to say … and how to document it.

Document, document, document! That HR mantra has been drummed into your head for one main reason … employment lawsuits are usually decided based on the quality of the organization’s documentation—or lack of it.

From substandard work to insubordination to absenteeism, correctly discussing and documenting discipline is critical for both legal protection and successful employee communication. Most managers or HR professionals, however, never learned how to write up an employee. Now you can.

Discover how to document (and discuss) employee discipline issues in the most clear, accurate and legally smart way. Learn exactly what to say during verbal, written and final warnings … how to write up incident reports … how to draft tangible improvement goals … and how to document last-chance consequences.

Your trainer will be Paul Falcone, a best-selling author and the former HR leader at Paramount Pictures and Time Warner. Paul’s presentation and accompanying handout will provide you with sample phrases and wording that you can start using today!

Agenda for Documenting Employee Performance:

  • Master progressive discipline and effectively structure terminations.
  • Discover sample wording to help you write up warnings, PIPs and terminations—the right way.
  • Save time and remove the anxiety from the discipline-documentation process.
  • Build confidence in your writing skills and improve your standing within the organization.
  • Shift responsibility for improvement away from the organization and back to the employee (where it rightfully belongs!).
  • Give employees the ability to take ownership of their own performance improvement.
  • Erect a legal barrier against wrongful termination lawsuits.
  • Avoid the common mistakes employers make with their discipline policies and follow-through.
  • Employ alternatives to formal disciplinary warnings, including letters of clarification and decision-making leaves.
  • Discover how to use discipline documents as a means to control performance, behavior and attendance problems … and cut costs.

By the end of this 75-minute training, you’ll know:


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Your Presenter:

Paul Falcone

Paul Falcone is a best-selling author and has held senior-level HR positions with Paramount Pictures, Time Warner and Nickelodeon. He currently serves as the CHRO of the Motion Picture & Television Fund. Paul is well known in the HR world for his dynamic presentations and for authoring several HarperCollins and SHRM books, many of which have been ranked as Amazon #1 best-sellers in their respective disciplines. Paul is also an adjunct professor at UCLA's School of Business and Management.

Professional Certification Credit Hours Included:


Business Management Daily is recognized by SHRM to offer Professional Development Credits (PDC) for SHRM-CP® or SHRM-SCP® recertification activities.


HRCI has pre-approved this activity for recertification credit toward the aPHR®, PHR®, PHRca®, SPHR®, aPHRi™, PHRi™, GPHR® and SPHRi™ certifications. The content of the activity submitted has met the criteria of the Approved Provider Program.

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