Documentation Essentials and Strategies

Documentation strategies: Avoid these common mistakes, set protocols, and use clear and concise language

In this 75-minute interactive online training, you will learn how to:

Best document everything from performance write-ups, employee complaints, and investigations to offer letters and severance agreements
Implement specific protocols for creating, maintaining, and disposing of records, as well as common mistakes to avoid
Avoid vague language and instead use clear, specific details

In employment lawsuits, the winning case is often the best documented one.

Learn why documenting everything is essential, even verbal warnings. After all, if you don’t document it, it didn’t happen. And you don’t want your employees to possess better records than you.

You’ll also discover why thoroughness and accuracy are critical, for both employer and employee. Avoid vague language; instead use facts and specific examples to ensure clarity for both parties. If you’re not proud to read it out loud, don’t write it down.

Finally, learn how to establish clear protocols for creating and maintaining records, then create a disposal plan. Speaker C.B. Burns will include real-world examples along the way, as well as common mistakes to avoid.

Agenda for Documentation Essentials and Strategies

What to document, why, and how to tackle challenges along the way (for example, employees who refuse to sign)
Why thoroughness and accuracy are critical, and why vague language should be replaced with clear and concise facts and examples
How to establish specific protocols for creating and maintaining records
What records to destroy, when, and how
Examples of best practices when maintaining performance write-ups, employee complaints, investigations, offer letters, and severance agreements
Most common mistakes to avoid when preserving records

Interactive Q&A time included

C.B. will answer questions related to documentation procedures and best practices.

C.B. is a partner in Kemp Smith’s labor and employment department and a member of the firm’s management committee. She has successfully defended clients in discrimination, discharge and other employment matters in the federal and state courts of Texas and New Mexico. She is a past chair of the State Bar of Texas Labor and Employment Law Section, and is a frequent speaker at national and state seminars. She serves as an editor of the Texas Employment Law Handbook and is a Fellow of the College of Labor & Employment Lawyers.

C.B. Burns law partner at Kemp Smith

Professional Certification Credit Hours Included With This Webinar

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

The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

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Managing Personnel Records

Everyone who signs up will receive a free copy of our Managing Personnel Records white paper, which will show you how to turn all that HR paperwork into "lawsuit-proof armor."

4 free issues of The HR Weekly

You'll also receive one month of exclusive access to The HR Weekly – our comprehensive service with all the HR advice and compliance tools to simplify your job … and to keep your organization out of court. So that you continue to benefit from The HR Weekly, we will continue your subscription after that for the then current rate, unless you tell us "no, thanks" – your choice.

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