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:
- 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.
- What
are the elements of an effective documentation?
- Why
is documentation one of the most difficult aspects of employee relations?
- Learn
how elements of the new National Labor Relations Board (NLRB) will impact
policies on discipline, code of conduct, and documentation!
- Learn
what documents should be in the personnel file and what should be out.
- What
policies and procedures must be included in Employee Handbooks to support
decisions to document any disciplinary action?
- Learn
how inconsistent written policy actions are a legal landmine for Employers and
Supervisors.
- Learn
what the pitfalls are when documenting performance evaluations.
- Learn
what the goals are when developing a Performance Improvement Plan (PIP).
- What
policies about decisions to terminate employees are at risk and need to be
revised.
- How
can supervisors increase their success when writing corrective actions?
- Learn
which activity works and doesn’t work when establishing documentation policies.
- What
key issues must be addressed when documenting negative behavior?
- Should
you include different incidents in an employee write up?
- Learn
what can an employee do if they do not agree or they want to explain their side
of the situation?
Why
You Should 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
should attend?
- All
Employers
- Business
Owners
- Company
Leadership
- Compliance
professionals
- HR
Professionals
- Payroll
Managers
- Managers/Supervisors
- Employers in all industries
- Small Business Owners
Margie Faulk is a senior level human resources professional with over 15 years of HR management and compliance experience. A current Compliance Advisor for HR Compliance Solutions, LLC, Margie, has worked as an HR Compliance advisor for major corporations and small businesses in the small, large, private, public and Non-profit sectors. Margie has provided small to large businesses with risk management strategies that protect companies and reduces potential workplace fines and penalties from violation of employment regulations. Margie is bilingual (Spanish) fluent and Bi-cultural.
Margie’s area of expertise includes Criminal Background Screening Policies and auditing, I-9 document correction and storage compliance, Immigration compliance, employee handbook development, policy development, sexual harassment investigations/certified training, SOX regulations, payroll compliance, compliance consulting, monitoring US-based federal, state and local regulations, employee relations issues, internal investigations, HR management, compliance consulting, internal/external audits, and performance management.
Margie is a speaker and accomplished trainer and has created and presented compliance seminars/webinars for over 16 US and International compliance institutes. Margie has testified as a compliance subject matter expert (SME) for several regulatory agencies and against regulatory agencies, thank goodness not on the same day. Margie offers compliance training to HR professionals, business owners, and leadership to ensure compliance with workplace and regulations.
Margie’s unique training philosophy includes providing free customized tools for all attendees. These tools are customized and have been proven to be part an effective risk management strategy. Some of the customized tools include the I-9 Self Audit. Correction and Storage program, Ban the Box Decision Matrix Policy that Employers can provide in a dispute for allegations, Family Medical Leave Act (FMLA) Compliance Guide, Drug-Free Workplace Volatile Termination E-Book and other compliance program tools when attendees register and attend Margie’s trainings.
Margie holds professional human resources certification (PHR) from the HR Certification Institution (HRCI) and SHRM-CP certification from the Society for Human Resources Management. Margie is a member of the Society of Corporate Compliance & Ethics (SCCE).
Enrollment Options
Tags: HR Documentation, Legal Compliance Employee Performance HR Best Practices Performance Improvement Plans Disciplinary Actions HR Training Human Resources Margie Faulk Webinar HR Compliance Training