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Controlling the Employment Relationship Through Documentation

Learn best practices of 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 myriad 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 materials 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.

Runtime: 99 minutes
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Why Lorman?

Over 33 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 33 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, 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 February 24, 2020.

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

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ASA 1.5
     
  • This program qualifies for 1.5 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected]
     
  • AK CLE 1.5
     
  • Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.6
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.6 hours credit.
     
  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • 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.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • HI CLE 1.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • MT CLE 1.5
     
  • This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.
     
  • ND CLE 1.5
     
  • North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.5 hours of CLE credit.
     
  • NH MCLE 1.6
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 98 Minutes.
     
  • NJ CLE 1.8
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • VT CLE 1.5
     
  • This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 6 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
     
  • WA CLE 1.75
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.75 hours of A/V credit under the Law & Legal Procedure category.
     
  • WI CLE 1.5
     
  • This program qualifies for 1.5 hour(s) of ondemand CLE through the WI Board of Bar Examiners.
     
  • WV MCLE 1.8
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
     
  • HR Certification Institute 1.75
     
  • This E-Learning program has been approved for 1.75 (General) recertification credit hours toward aPHR(TM), aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM) and SPHRi(TM)recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.5
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     

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.

  • Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.

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

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  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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

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Why Lorman?

Over 33 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 Murphy-Bradacs

Genevieve 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 clients on all aspects of labor and employment-related issues, including employee discipline, accommodation requests, the Family and Medical Leave Act, termination of employment, and employment best practices
  • Assists clients in developing policies and training staff to ensure compliance with federal, state and local law
  • Represents clients in employment disputes and discrimination claims in state and federal courts and before administrative agencies
  • Prior to entering private practice, served as a law clerk to the Honorable Francine A. Schott (Ret.) of the New Jersey Superior Court, Civil Division, Essex Vicinage
  • J.D. degree, Rutgers University School of Law; B.A. degree, Rutgers University, New Brunswick
  • Can be contacted at 212-351-4948 or [email protected]
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Why Lorman?

Over 33 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.

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Product ID: 407075
Published 2020
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