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Documentation: Writing Defensible Documentation to Justify Workplace Decision Making

Duration : 90 Minutes

This course, has been approved for 1.5 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

Teri Morning,

Teri Morning, MBA, MS, specializes in solving company “people problems.” Teri is the founder and President of Hindsight Human Resources. Teri also sources HR software solutions for incident tracking, employee relations, safety (Incident Tracker), compensation (Compease) and performance Read more

Employers have many obligations to their employees today and management techniques do not always have an answer for the challenges managers and HR face. Efforts by employers to manage, even intervene and problem solve often become convoluted. Therefore, documentation might be the only factor that shows an employer in good faith tried to live up to all their obligations to their employees and in the case of complaints was a fair, non-discriminatory employer.

Course Objectives:

Wherever there are people, there are problems, and those problems often turn into compliance issues. Consequently, everyone: trainer, advisor, user and reviewer of records need to be trained in the best (and worst) practices of documentation so they know how to document, when, what, how, and why to document, and just as importantly, how to not document.

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.

Why Should You Attend:

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. However, 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.

Course Outline:

• The elements of defensible documentation
• The elements of 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

What You Get:

• Training Materials
• Live Q&A Session with our Expert
• Participation Certificate
• Access to Signup Community (Optional)
• Reward Points

Who Will Benefit:

• Human Resources professionals – those tasked with investigations such as generalists, mangers, and directors
• Attorneys
• HR Consultants
• HR training manager
• Investigative officers
• Managers
• Supervisors
• Team leads
• Directors
• Department Head
• Office Managers
• HR Managers
• HR Administators
• Compliance officers
• Auditors
• Information Security and Management
• Senior Management
• Human Resource Professionals, and others with a vested interest to ensure a cost-effective and comprehensive records management program.

Anyone involved in the creation, management of information and records will benefit from the knowledge and information shared in this session.

Please reach us at 1-888-844-8963 for any further assistance or if you wish to register

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Subject : Documentation: Writing Defensible Documentation to Justify Workplace Decision Making

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