IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

Employee Write-Ups: Dos and Don’ts for Documenting Employee Performance

$149.00

SKU: 410608

Description

Make sure you are correctly documenting employees performance to protect you from a potential lawsuit.
You may have had the urge to say to an employee, Ive had it with your performance. Youre fired. But wait, have you correctly documented the employees performance to support your position in a potential lawsuit? This topic will assist you in understanding what to do and not do when documenting an employees performance. Termination is one of the most difficult things a manager must do, and that is why managers give leniency on performance. Documentation of the employees performance is critical and can make the difference between a defense verdict and a large jury award.

Date: 2023-04-11 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to describe the importance of proper documentation.

* You will be able to identify the flaws in performance documentation.

* You will be able to discuss how to establish clear performance expectations.

* You will be able to explain how to provide performance documentation that will assist the company in defending against lawsuits.

Employee Write-Ups • the Dos
• Do Establish Clear Performance Expectations
• Do Focus on the Facts
• Do Review Patterns of Problem Behavior
• Do Write a Specific Plan for Improvement
• Do Follow-up

Employee Write-Ups • the Don’ts
• Don’t Be Too Vague
• Don’t Diagnose Why the Employee Is Performing Poorly
• Don’t Include Your Mental Impressions and Emotional Comments
• Don’t Embellish the Documentation
• Don’t Apologize

Other Considerations in Documenting Performance
• When Is the Best Time to Document Performance?
• Documenting Behaviors Rather Than Attitudes
• Maintaining At-Will Employment
• What to Do With the Documentation
• When Should the Performance Documentation Lead to Discipline vs. Termination?
• Supervisor’s File vs. Personnel File
• Avoiding Discrimination and Harassment Claims Through Documentation

ASA ,HR Certification Institute ,CPE ,SHRM ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Morgan Klinzing-Troutman Pepper Hamilton Sanders LLP, Robb A. Longman, Esq. – Longman & Van Grack, LLC