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OnDemand Course

Controlling the Employment Relationship Through Documentation

Learn how to properly document events that occur during all stages of the employment relationship.

Most employers recognize the importance of documenting employee performance concerns during employment. However, proper documentation is essential at each stage of the employment relationship and implicates a myriad of other issues, including pre-employment and post-employment matters. This topic has been designed to provide human resources professionals and managers with a comprehensive overview of employment law issues and best practices with respect to how to properly document events that occur during all stages of the employment relationship, from the applicant's first interview to the days and weeks after their last day on the company payroll. The material will help you understand how to control the employment relationship through effective and thorough documentation, and you will learn practical tips for identifying what should be documented at each stage of the employment relationship and how to effectively prepare such documentation in order to minimize legal risk.

91 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Preventing Litigation

  • General Employment Policies and Procedures to Avoid Litigation
    • Applications
    • Job Descriptions
    • Interviews
    • PreEmployment Background Investigations and Drug Tests
    • Offer Letters
    • Policies and Handbooks
    • Wage and Hour
  • Employee Discipline and Termination
    • Performance Evaluations
    • Progressive Discipline
    • Review of Discipline Policy
    • Documentation for Warnings/Progressive Discipline
  • Leaves of Absence
  • Reasonable Accommodations and the Interactive Process
    • FMLA
    • Return to Work

Investigations

  • When to Investigate
  • Implementing a Complaint Procedure
  • The Purpose of the Investigation
  • Conducting the Investigation
  • Documenting the Investigation

Termination

  • Reviewing a Proposed Discharge
  • Preparing for the Termination Meeting
  • Delivering the News
  • Addressing Immediate Security Concerns
  • Termination Notices

Post-Termination Concerns

  • Commenting on Former Employees
  • Former-Employee Access to Personnel Files

Wrap-up

  • Key Points to Remember
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on June 2, 2021.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Shira M. Blank

Shira M. Blank

Epstein Becker & Green, P.C.

  • Partner in the Employment, Labor & Workforce Management practice, in the New York office of Epstein Becker & Green, P.C.
  • Represents clients in employment-related litigation on a broad array of matters, including claims of discrimination, sexual harassment and hostile work environment, retaliation, wrongful termination, whistle-blowing, and wage and hour claims, among others, in state and federal courts and before various administrative agencies
  • Advises clients on all aspects of the employment relationship, avoidance of litigation, leave laws, employee discipline, separation and discharge, and harassment, internal investigations, and reductions in force
  • Represents employers in lawsuits alleging violations of all aspects of the Americans with Disabilities Act (ADA), including with respect to the accessibility of public accommodations and technology, the Family and Medical Leave Act (FMLA) and equivalent state and local laws
  • Before joining Epstein Becker & Green, P.C., served as an assistant corporation counsel in the Labor and Employment Law Division of the New York City Law Department, Office of the Corporation Counsel, where she handled all aspects of employment litigation, including conducting jury trials in both federal and state court on behalf of New York City agencies
  • J.D. degree, Benjamin N. Cardozo School of Law, Yeshiva University; B.A. degree, The George Washington University, Elliott School of International Affairs
  • Can be contacted at 212-351-4694 or [email protected]
Genevieve M. Murphy-Bradacs

Genevieve M. Murphy-Bradacs

Epstein Becker & Green, P.C.

  • Senior Counsel in the Employment, Labor & Workforce Management practice in the New York office of Epstein Becker & Green, P.C.
  • Provides legal counsel to employers on all aspects of labor and employment-related issues, including employee discipline; accommodation requests; compliance with federal, state and local leave laws; and employment best practices.
  • Reviews and prepares employment, consulting, and separation agreements, restrictive covenants and employee handbooks
  • Provides advice and counsel regarding “Fair Chance” laws and other federal, state and local laws governing the use background checks for employment purposes.
  • Conducts anti-harassment and other workplace training.
  • Served as a Law Clerk to the Honorable Francine A. Schott (Ret.) of the New Jersey Superior Court, Civil Division, Essex Vicinage.
  • Can be contacted at [email protected]
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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Additional benefits include:

  • State Specific Credit Tracker
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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 408744
Published 2021
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