HR Documentation 101 – How to Produce High Quality, Defensible Employment Documentation


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What an employer does document, what it does not document and the manner of use of the documentation are critical elements in determining whether their records show compliance with the law(s) – or not.

HR is the advisor and trainer to documentary practices. HR cannot manage every employee in an organization. Supervisors manage employees and are the persons who take (or not) HR’s advice and training efforts and then choose to document properly (or not) on behalf of the organization.

Forcing managers to document rarely results in good quality documentation but instead often produces incomplete, illogical, and inconsistent documentation. Incomplete, illogical, and inconsistent documentation gives adversaries excellent tools to use against an employer.

Training Managers and Supervisors why it’s important to document and how to do so properly results in documentation that helps demonstrate your company is meeting is obligations to employees.

Why You Should Attend:

Human Resources is infamous for repeating three words, “document, document, document.” There is no doubt documentation is crucial. However, what you document and how you document is critical if faced with a legal challenge. When challenged with a lawsuit, what the employer documented, and how it was documented will be eitheryour defense – or that which helps the other side to win.

The purpose of employers keeping documentary records is to show they comply with applicable laws. However, records often as not, do just the opposite. Because any documentation is certainly not necessarily quality documentation. Instead, employment documentation can often be in reference to or appear, as a fact that serves as proof an employer did not follow the law. Such supposedly defensible documentation instead appears (or shows) that the employer acted improperly in any of a myriad of situations.

This webinar will cover in detail how to produce high quality documentation and what not to do in terms of documentary practices in regards to timing, content and purpose. This webinar will include examples of documentation both quality and not. Just as importantly, this webinar will also cover how to persuade your managers to view documentation as just as important for them, as it is to the company.

Areas Covered in the Session :

  • The elements of defensible documentation
  • The elements of employment documentation that works against the employer
  • What to document
  • How to document
  • When to document
  • What you don’t need to document
  • Understanding the crucial elements of timing, purpose and content. How they work in conjunction (or not.)
  • Retaliation – how your records often demonstrate that it occurred – even if it did not.
  • How to get your managers to want to document rather than trying to force them to document.
  • Examples of good documentation.
  • Examples of bad documentation.
  • Problematic documentation in regards to hiring, performance, training, safety, and investigations.
Who Should Attend:

  • HR Generalists
  • HR Managers
  • Managers
  • Plant Managers
  • Branch Managers
  • Store Managers
  • Management
  • Business Owners
  • Department Managers
  • Employee Relations Personnel
  • Safety Personnel

HR2908

Teri Morning

  • Teri Morning, MBA, MS, SHRM-SCP specializes in solving company “people problems.”
  • Teri is the founder and a principal partner in HindsightHR – employee investigation and incident case management software. www.hindsightcloud.com
  • Teri also sources software solutions for compensation and performance management.
  • Twenty+ years human resource and training experience in a variety of fields, including retail, distribution, architectural, engineering, consulting, manufacturing (union), public sector and both profit and non-profit companies.
  • Teri has enjoyed consulting with employers on their problems and trained managers and employees for over 20 years, meeting and working with employees from all types of businesses.
  • In addition to a MBA, Teri has a Master’s degree in Human Resource Development with a specialization in Conflict Management.
  • Teri was certified by the State of Indiana in mediation skills, Teri is certified in Project Management and IT Management, qualified as a Myers-Briggs practitioner and holds the SHRM certification of a Senior Certified Professional.

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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance