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Effective Strategies to Document Employee Discipline

 

Keep your company out of hot water by making sure you have the appropriate documentation when disciplining an employee.

Many employers faced with responding to wrongful termination, discrimination, retaliation, or related complaints lack the requisite documentation to support disciplinary actions. Documenting employee misconduct and performance issues can support future adverse employment decisions and show that the employer took the necessary and appropriate steps to address and correct any performance or disciplinary issues. This topic will equip managers and human resources professionals with the know-how and tools to create effective documentation that supports negative employment actions taken in response to disciplinary or performance problems. Learn best practices for managing the employee discipline and performance evaluation process. Gain an understanding of documentation basics, such as the type of information that should - and should not - be included in the documentation of disciplinary warnings and performance reviews. Using real-life examples, this course will walk you through the process of drafting effective performance evaluations, performance improvement plans, disciplinary warnings, memos to file, and investigation reports, including disciplinary recommendations. This material is critical for employers to protect their business, ensure that they have established a record of problematic behavior to support any disciplinary action, and defend against administrative charges and lawsuits that challenge the employer's justifications for its actions. As an added bonus, you will better understand how fair and effective documentation can promote more equitable employment decisions, thereby enhancing cooperation and teamwork, and increasing productivity.

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Effective Strategies to Document Employee Discipline

Agenda

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Effective Strategies to Document Employee Discipline

Faculty

Susan Gross Sholinsky

Susan Gross Sholinsky

Epstein Becker & Green, P.C.

  • Partner in Epstein Becker & Green, P.C.’s New York office, and vice chair of its Employment, Labor & Workforce Management Practice, and of its Diversity & Professional Development Committee
  • Counsels clients on a variety of matters, in a practical and straightforward manner, with an eye toward reducing the possibility of employment-related claims
  • Conducts workplace training seminars for employees, managers, and human resources personnel, including compliant harassment avoidance and respect in the workplace training
  • Advises employers in all facets of the employment relationship, from pre-employment considerations and hiring to terminations and post-employment restrictions
  • Develops and audits employers' policies and procedures to ensure compliance with applicable federal, state, and local law and best practices
  • Counsels employers with respect to the avoidance of employment-related disputes, employee discipline, leaves of absence, accommodation requests, and termination of employment (including voluntary and involuntary reductions in force)
  • J.D. degree, Northwestern Pritzker School of Law; B.S. degree, Cornell University, College of Industrial and Labor Relations
  • Can be contacted at 212-351-4789 or [email protected]
Ann Knuckles Mahoney

Ann Knuckles Mahoney

Epstein Becker & Green, P.C.

  • Attorney in the Employment, Labor & Workforce Management practice in the Nashville office of Epstein Becker & Green, P.C.
  • Counsels employers on practices and procedures to promote compliance with employment-related laws at the federal, state, and local level
  • Advises on all aspects of the employment relationship, reorganizations, leave entitlements, independent contractor issues, and employment-related COVID-19 matters
  • Ann prepares employment, consulting, and separation agreements; employment applications and background check forms; employee handbooks; and stand-alone policies
  • Previously worked as a judicial intern for the Honorable Margo K. Brodie in the U.S. District Court for the Eastern District of New York
  • Can be contacted at 629-802-9255 or [email protected]
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Effective Strategies to Document Employee Discipline

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