Effective Strategies to Document Employee Discipline

Webinar (ET)

Susan Gross Sholinsky, Member of the Firm, and Ann Knuckles Mahoney, Associate, will co-present "Effective Strategies to Document Employee Discipline," a webinar hosted by the Association of Business Training.

Attendees will learn how to keep their company out of hot water by making sure they have the appropriate documentation when disciplining an employee.

Many employers faced with responding to wrongful termination, discrimination, retaliation, or related complaints lack the requisite documentation to support disciplinary actions. Documenting employee misconduct and performance issues can support future adverse employment decisions and show that the employer took the necessary and appropriate steps to address and correct any performance or disciplinary issues. This topic will equip managers and human resources professionals with the know-how and tools to create effective documentation that supports negative employment actions taken in response to disciplinary or performance problems. Learn best practices for managing the employee discipline and performance evaluation process. Gain an understanding of documentation basics, such as the type of information that should - and should not - be included in the documentation of disciplinary warnings and performance reviews. Using real-life examples, this course will walk you through the process of drafting effective performance evaluations, performance improvement plans, disciplinary warnings, memos to file, and investigation reports, including disciplinary recommendations. This material is critical for employers to protect their business, ensure that they have established a record of problematic behavior to support any disciplinary action, and defend against administrative charges and lawsuits that challenge the employer’s justifications for its actions. As an added bonus, you will better understand how fair and effective documentation can promote more equitable employment decisions, thereby enhancing cooperation and teamwork, and increasing productivity.

From this session, attendees will be able to:

  • Describe the importance of creating effective documentation of employee discipline and the consequences of failing to do so.
  • Define the type of information should be included in disciplinary documentation.
  • Discuss how to avoid creating documents that can eventually hurt the employer.
  • Explain how to properly draft disciplinary warning letters, performance improvement plans, and other common performance and disciplinary documents.

For more information, please visit AssociationofBusinessTraining.org.