Legal Documentation and Discipline:
An HR Compliance Workshop

Documenting Discipline

Discipline and terminations are two of the biggest flashpoints for legal trouble with your employees … and you're in real danger if you don't have the right documentation to support your decisions.

But these days (with so many people working remotely) it's hard to provide the legally appropriate feedback, consequences and follow-through to employees who are displaying poor performance or toxic behavior.

On Wednesday, October 7, gather your HR and management teams to discover the best-practice steps to handle performance issues today and (if needed) how to terminate a worker without any legal trouble.

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In this fast-paced workshop, you'll learn:

  • How to give specific, legally safe feedback in difficult situations … and in a WFH environment
  • How to document performance and behavior problems appropriately and legally in today's world. (The ABC's of performance documentation – Accurate, Behavior-based, Consistent – still work!)
  • Sample phrases and statements to use in difficult meetings
  • How to craft efficient and legally sound performance improvement plans (PIPs) during and after the crisis
  • 10 do's and don'ts for tracking behavior and documenting it in this new environment (Hint: don't "practice psychiatry" or "practice law")
  • Why it's important now to minimize the impact of gossip, that three-headed morale buster
  • 8 questions to ask yourself before pulling the termination trigger on a difficult employee
  • 10 steps to conducting low-stress termination meetings (in person and from afar) that erase the chance of a lawsuit

Plus, get answers to YOUR specific questions in our interactive Q&A session.

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When this training was given at our law conference, attendees showered it with rave reviews:

  • "Excellent information on how to handle difficult personalities"
  • "Great advice about why documentation is so important, and how to do it"
  • "Both speakers were down to earth and knowledgeable – very informative and interactive"

Managing employee performance is more important than ever these days – for legal reasons and to maximize productivity for a smaller, remote workforce. On October 7, discover the battle-tested strategies to turn around your difficult employees and stay in legal compliance.



Pat DiDomenico, Editorial Director
HR Specialist

book coversP.S. Registration Bonuses. Working with underhanded, self-centered and troublesome people can be infuriating and legally risky. Difficult People at Work – our all-time best-selling report – gives supervisors and HR the proven, practical strategies to immediately restore the balance of power … improve your own working environment … and put problem people in their place. The 50-page book is a $39.95 value, but we'll send it to you at no cost if you sign up. And while ongoing feedback is important for dealing with difficult employees, so are performance reviews. In this newly updated book, The Manager's Guide to Effective, Legal Performance Reviews, discover how to make appraisals work for you – not against you! Many books offer general suggestions for improving performance, but few discuss specific ways to make reviews more effective. This book shows how to conduct appraisals with clearly established expectations and no misinterpretation.

HR Specialist websiteP.P.S. Extra Added Bonus. You'll also receive one month of members-only access to HR Specialist: Premium Plus – our comprehensive electronic information service at Premium Plus features online compliance self-audits, over 100 forms and checklists, plus Ask the Attorney (responses to your employment law questions). So that you continue to benefit from Premium Plus, we'll continue your access automatically for just $99 per quarter, unless you tell us "no, thanks" – your choice.

100% GuaranteeP.P.P.S. We promise you'll be satisfied. If Legal Documentation and Discipline fails to meet your needs in any way, we will refund 100% of your tuition – no hassles, no questions asked. Your conference materials, registration bonuses and website access are yours to keep.

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About Your Speakers:


Jennifer Trulock is a partner at Baker Botts in Dallas, where she is chair of the firm’s Labor and Employment Practice Group. Jennifer graduated from Georgetown University Law Center and she represents management in all aspects of labor and employment law. Jennifer also counsels and trains employers on managing workplace issues and preventing employment lawsuits.


Richard Brann is former chair of the labor and employment law practice at Baker Botts LLP in Houston, where he specialized in representing management in all aspects of labor and employment law. Mr. Brann is the past chair of the Labor and Employment Law Section of the Houston Bar Association and is a fellow in the College of Labor and Employment Lawyers.

Credit Hours:

HRCI seal

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


SHRM seal

This program is valid for 1.25 PDCs for the SHRM-CP® or SHRM-SCP®.



  • Wednesday, October 7th
  • 1 - 2:15 p.m. ET
  • 10 - 11:15 a.m. PT

Since this is a webinar, you and your entire staff can attend in the comfort of your office or conference room for one low price! You may include as many people as you wish while listening on a single phone line or computer. Contact us for multi-site discounts.