Not a Member? Get access to HR news and resources that you can trust.
HR professionals share their advice for minimizing worker stress and boosting retention.
Is your employee handbook ready for the changing world of work? With SHRM’s Employee Handbook Builder get peace of mind that your handbook is up-to-date.
Virtual SHRM-CP/SHRM-SCP Certification Prep Seminars kick off September 12 and fill up fast!
Expand your influence and learn how to become an effective leader. Join us in Phoenix, AZ | OCTOBER 2 - 4, 2017
Most HR professionals recognize the importance of documenting employees’ performance problems. Their challenge is to teach managers how to document those issues in an appropriate manner, attorney Allison West told attendees during her June 22 concurrent session at the Society for Human Resource Management 2016 Annual Conference & Exposition in Washington, D.C.“The mindset is critical,” said West, SHRM-SCP, SPHR, principal with Employment Practices Specialists in Pacifica, Calif.The purpose of documenting performance problems properly isn’t just to protect the employer in case a worker files a lawsuit. It’s also “to show the steps we’ve taken to help someone be successful,” said West, who provides training, conducts workplace investigations and serves as an expert witness for employers and employees in legal disputes.Good documentation creates credibility for the employer by showing that employees are treated in a fair and consistent manner, she said. Some common mistakes include:
She shared these seven rules for creating “bulletproof” documentation:
Her final tip: Remember to prepare documentation with the expectation that a third party (internal or external) will review it. Include enough information so others know what happened and what steps were taken to put the employee on notice and offer the individual an opportunity to correct performance.Dori Meinert is senior writer/editor for HR Magazine.
You have successfully saved this page as a bookmark.
Please confirm that you want to proceed with deleting bookmark.
You have successfully removed bookmark.
Please log in as a SHRM member before saving bookmarks.
Your session has expired. Please log in again before saving bookmarks.
Please purchase a SHRM membership before saving bookmarks.
An error has occurred
Recommended for you
Join SHRM's exclusive peer-to-peer social network
SHRM’s HR Vendor Directory contains over 3,200 companies
[/_catalogs/masterpage/SHRMCore/Main.master][Title][SHRM Online - Society for Human Resource Management]