The Dos, Don’ts and Importance of Documentation

Recorded On: 11/18/2021

If isn’t documented, it didn’t happen – so how can your business be better prepared? Join us as we cover the Who, What, When & How of documentation best practices to keep your business in compliance and out of legal trouble while demonstrating fairness, consistency and clear expectations. Learn how to avoid the most common, overlooked mistakes employers make when handling employee performance or behavior issues. Maintaining the right information and records can also make or break a manager’s ability to fairly promote, reward and recognize – as well as terminate or discipline – employees. 

Topics to be covered:

  • What do we mean by "documentation"?
  • Formal versus information documentation - is one better?
  • Primary risk areas - when is documentation most critical?
  • Where do you keep various forms of documentation and for how long?How do you request documentation from a manager after notice of a claim or issue?
  • What happens if documentation goes missing? 
  • How do you get "buy in" from all levels of the organization to properly document?

This webinar will be recorded and available on-demand shortly after the live webinar. 

Courtney Nichols

Co-Leader, Labor and Employment Law Practice Group

Plunkett Cooney

Courtney L. Nichols, one of the co-leaders of Plunkett Cooney's Labor and Employment Practice Group, focuses her litigation practice in the areas of employment law, including discrimination, harassment and retaliation claims. She represents and advises employers on important employment issues involving various state and federal statutes, and assists them with developing and implementing employee contracts, non-compete agreements, and employee manuals.  

One (1) HR (General) recertification credit hour for PHR, SPHR and GPHR recertification through the HR Certification Institute.

One (1) PDC for the SHRM-CP or SHRM-SCP.


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