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Guidelines for Adequate Documentation of Discipline and Termination

Gain an understanding of the proper documentation that is required during disciple and discharge decisions.

This material will show you how to build the documentation infrastructure you need to govern the employment relationship from hiring to effective discipline and discharge decisions. Most importantly, we will discuss how to effectively document proactively and defensively in a way that will help, rather than hurt, your company in the event an employee brings legal action.

Runtime: 102 minutes
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Why Lorman?

Over 32 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

Documentation to Establish the Employment Relationship

  • Applications
  • Interview Practices and What Questions Get Employers in Trouble
  • Special ADA Concerns
  • Offer Letters and Employment Agreements

Documentation During the Employment Relationship

  • Employee Handbooks
  • Personnel Records
  • Evaluations That Help Employers
  • Documentation Related to Medical Issues and Disability

Investigations and Discipline

  • What to Document /How to Document
  • Keys to Successful Investigations
  • The Perils of E-Mail and Social Media

Termination and Post-Termination

  • The Termination Meeting and Documentation
  • Post-Termination Employee Obligations
  • Consideration for Unemployment Proceedings
  • Document Preservation
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Why Lorman?

Over 32 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 Webinar

This course was last revised on May 15, 2019.

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

  • 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]
     
  • 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.
     

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

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • 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.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • 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.

Purchase Options

More Program Information

Why Lorman?

Over 32 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

Charles R. Bacharach

Charles R. Bacharach

Gordon Feinblatt LLC

  • Chair of the Gordon Feinblatt LLC’s employment practice and a member of the litigation and health care practices
  • Represents clients in a wide array of employment matters, including employment discrimination, sexual harassment, wage claims, contract disputes, wrongful discharge, false claims act, defamation, and negligent misrepresentation actions
  • Drafts employment policies, handbooks, agreements, forms and other employment documentation for a wide variety of companies Has been named to Best Lawyers in America® for employment law since 2016, Chambers USA® since 2017 and Maryland Super Lawyers® for employment
  • Admitted to the Maryland and District of Columbia Bars, as well as the federal trial and appellate courts of both jurisdictions
  • An active member of the American Bar Association's Committee on employee rights and responsibilities and a co-chair of its ethics subcommittee
  • J.D. degree, George Washington University; B.A. degree, Clark University
  • Can be contacted at 410-576-4169 or [email protected]
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More Program Information

Why Lorman?

Over 32 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.

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

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Additional benefits include:

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* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 405462
Published 2019
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