How to Document Employee Discussions and Why it is Important

Recorded Session
60 Minutes

Documenting employee discussions is hard to make a habit, yet it is one of the most important things HR and managers can do. This webinar on how to document employee discussions explains why it matters and how to do it well.

Good records make a case strong and defensible. Attorneys prefer them, and judges and juries believe them. You'll see how documentation meets federal statutory requirements, creates a record of what was said and done, and keeps that knowledge even when the original people can no longer recall the event.

The session also covers how documentation can get you into trouble, what good documentation needs, and the tools you can use.

WHY SHOULD YOU ATTEND?

Every lawsuit or hearing depends on evidence of what actually happened, and documentation often decides whether an organization wins or loses. Poor documentation practices cost organizations millions of dollars a year in losses that a good program might prevent.

This session suits office managers, HR managers, supervisors and business owners.

AREA COVERED

1. How and why documentation helps

  • Meeting the legal requirements of federal statutes
  • Keeping a record of interactions for better recall of what was said and done
  • Retaining knowledge without relying on the original parties' memories
  • Providing the documentation needed to defend the company in a lawsuit

2. How documentation can get you in trouble

3. What good documentation requires

4. Tools you can use

LEARNING OBJECTIVES

  • Explain why documenting employee discussions matters legally
  • Use documentation to keep an accurate record of employee interactions
  • Recognize how documentation can create problems
  • Describe what good documentation requires
  • Choose tools that support consistent documentation

WHO WILL BENEFIT?

  • Office Managers
  • HR Managers
  • Supervisors
  • Business Owners
     

Every lawsuit or hearing depends on evidence of what actually happened, and documentation often decides whether an organization wins or loses. Poor documentation practices cost organizations millions of dollars a year in losses that a good program might prevent.

This session suits office managers, HR managers, supervisors and business owners.

1. How and why documentation helps

  • Meeting the legal requirements of federal statutes
  • Keeping a record of interactions for better recall of what was said and done
  • Retaining knowledge without relying on the original parties' memories
  • Providing the documentation needed to defend the company in a lawsuit

2. How documentation can get you in trouble

3. What good documentation requires

4. Tools you can use

  • Explain why documenting employee discussions matters legally
  • Use documentation to keep an accurate record of employee interactions
  • Recognize how documentation can create problems
  • Describe what good documentation requires
  • Choose tools that support consistent documentation
  • Office Managers
  • HR Managers
  • Supervisors
  • Business Owners
     
Currency:
Webinar Option
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB

Speaker Profile

ins_img Michael D Haberman

Michael D. Haberman is a consultant, speaker, writer and teacher. He is President of Omega HR Consulting, a consulting and services company offering complete human resources solutions. Mike brings 35+ years of experience in dealing with the challenges of Human Resources in the 21st century. He has a Master's in HR and is certified as a Senior HR professional. He has over 18 years’ experience in the class room teaching human resources fundamentals and certification preparation.Mike is the author of the Human Resources blog found at OmegaHRConsulting.com , which has been recognized as a top human resources related blogs. He …

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