• HR Documentation: How Can HR Professionals and Supervisors Create Litigation Proof Decisions in 2024
  • HR Documentation: How Can HR Professionals and Supervisors Create Litigation Proof Decisions in 2024

    • Speaker : Margie Faulk
    • Session Code : AUG0824
    • Date : 08th August 2024
    • Time : This Event is Over and the Recorded Content is Available
    • Duration : 90 Mins

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).


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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