April 27, 2022
Documentation Do’s and Don’ts
Most managers and supervisors have heard HR’s song, “Document, document, document!” Join this interactive program as we review 5 W’s + a “How” of documentation tips and proactive practices. Highlights include:
- Who? What if an employee wants to keep a diary of what you say?
- What? You don’t have time to document everything. What’s documenting by exception?
- Where? Should your notes be kept in an employee’s HR file? If not, where?
- When? See, “What.” If you can’t document it all, when should you begin?
- Why? WIIFM? With all you have to do, what’s the ROI for documenting?
- How? Should notes be electronic or hard copy? Subjective or objective? Longer or shorter?
- Finally, know your company’s records retention and destruction policy.
Who should attend? This program is designed primarily for managers and front-line supervisors. 3:00 – 4:15 p.m. ET
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