How to Document Employee Behavior

Date: June 19, 2025
Time: 01:00 PM ET
Duration: 90 Minutes
Speaker: Suzanne Lucas
CEU Credits : 1.5 HRCI

$0.00

Description

Overview:

Everyone tells you to “document that!” but no one quite tells you what that means. What does it mean to document behavior, and what behavior should you document?

This webinar will be a basic guide for managers and HR on what to document, how to do so, and why you need to have this information. Learn how to document negative employee behavior, risky employee behavior, and the importance of documenting good employee behavior. Knowing how to properly document employee conversations saves time and headaches and protects the company from lawsuits.

 

Webinar Overview:

  • Every business needs personnel files, but what should you put in them and how do you document information?
  • What does it mean to document something?
  • The many ways to document
  • At what point do you start documenting?
  • How do you teach managers to document?
  • How do employee-specific records differ from general HR documentation?
  • How are PIPs your most important tool in preventing employee lawsuits?
  • Tips on using electronic communication for documentation
  • How long do you have to keep documentation?

 

Why you should attend?

If you have been told “document that” but don’t really know what that means, this is a great place to start. If you want to learn how to make documentation valuable for your company and help prevent lawsuits, this is the place to be.

 

Who should attend?

  • HR managers
  • HR business partners
  • HR assistants
  • Recruiters
  • Managers
  • Business Owners
  • HR consultants

Speaker

Suzanne Lucas

Suzanne Lucas spent 10 years in corporate HR, where she hired, fired, managed the numbers, and double-checked with the lawyers. She left the corporate world to advise people and companies on how to have the best Human Resources departments possible.

Suzanne integrates best practices with innovative ideas and humor, including using improv comedy as a tool for leadership development.

Suzanne’s writings have been published at CBS News, Inc. Magazine, Reader’s Digest, and many other sites. She’s been named a top influencer in HR. You can read her archives at EvilHRLady.org or check out her Tedx Talk: Forget Talent and Get to Work.

Certification

 

This webinar has been approved for 1 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®,SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).