HR Documentation: How Can HR Professionals and Supervisors Create Litigation Proof Decisions in 2025

Overview:

In the fast-paced world of human resources, documentation isn't just about keeping records—it's a crucial tool for staying compliant, improving employee performance, and protecting your company from legal troubles. For HR professionals and supervisors, being able to create effective, compliant documentation can make a huge difference. However, navigating the complexities of legal requirements and company policies can be daunting, especially when dealing with sensitive topics like disciplinary actions, performance evaluations, and terminations.

Real-world challenges often arise, such as dealing with the aftermath of poorly documented performance issues that lead to wrongful termination claims or facing penalties due to non-compliance with documentation standards. Many organizations find themselves unprepared when an employee dispute escalates, primarily because of inadequate or inconsistent documentation. This webinar aims to address these pain points by offering practical insights and tools to create robust documentation that supports your goals and stands up to scrutiny.

In this webinar, we'll dive deep into the essentials of HR documentation, exploring how to craft documents that are both legally sound and effective. From understanding the ins and outs of federal and state laws to ensuring compliance with medical guidelines and company policies, we've got you covered. You'll walk away with practical skills and knowledge to make HR documentation a strong asset rather than a liability.

We'll cover how to draft written warnings and understand the role of the National Labor Relations Board (NLRB) in disciplinary policies. You'll learn how to create Performance Improvement Plans (PIPs) that set clear, attainable goals for employees, and get tips on writing performance evaluations that accurately reflect employee performance while minimizing legal risks. We’ll also address common documentation pitfalls and share strategies to make sure your records effectively support disciplinary actions.

By the end of this session, you'll have a detailed understanding of what makes for effective, compliant HR documentation and the confidence to create these important documents in your own organization. Don't miss this chance to improve your HR documentation practices and protect your organization from potential challenges.

Areas Covered during the session:

• What documents should be in the personnel file and what should be out
• How many files should an Employers have for employees
• Written Documentation Myths and Facts
• Why is documentation one of the most difficult aspects of employee relations?
• What are the elements of an effective documentation?
• What policies and procedures must be included in an Employee Handbooks to support decisions to document any disciplinary action?
• What key issues must be addressed when documenting negative behavior?
• Should you include different incidents in an employee write up?
• What can an employee do if they do not agree or they want to explain their side of the situation?
• Instructions for Establishing a Performance Improvement Plan (PIP) PIP Template
• How can supervisors increase their success when writing corrective actions?
• Learn to create a written warning and disciplinary actions that withstand legal scrutiny;
• Review the elements that have to be included in a written warning/disciplinary action;
• What fines and penalties can be levied if no one documents performance;
• Dos and Don’ts of documentation;
• The importance of the Employee Handbook and the consistency of tracking behaviors.

Why Should You Attend?

Attending this webinar will arm you with the essential skills to create HR documentation that is both legally compliant and highly effective. Led by HR expert Margie Faulk, you will gain valuable insights and practical strategies to avoid costly mistakes and protect your organization from potential legal issues. Margie's extensive experience will help you understand the latest federal and state laws, and how the National Labor Relations Board (NLRB) impacts your disciplinary policies.

Through real-world examples and interactive learning, you’ll see how to apply these concepts directly to your organization. This webinar will enable you to draft clear, consistent documentation that enhances employee performance and addresses issues proactively. By the end of the session, you’ll have the confidence to handle sensitive HR issues such as disciplinary actions, performance evaluations, and terminations with a solid documentation strategy. Don't miss this opportunity to improve your HR documentation practices and safeguard your company against potential challenges.

Who will benefit?

This webinar is ideal for professionals responsible for employee performance, compliance, and workplace documentation.

Those include:

• HR Managers
• HR Generalists
• HR Business Partners
• Employee Relations Specialists
• Compliance Officers
• Labor Relations Managers
• HR Directors
• Talent Managers
• Performance Management Leads
• Training and Development Managers
• Operations Managers
• Supervisors
• Team Leaders
• Line Managers
• Department Heads
• Legal Counsel (Employment Law)
• Office Managers
• Anyone involved in documenting employee behavior or managing disciplinary actions