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2022 Annual Conference
Attendees will learn the seven steps to create documentation that will withstand the scrutiny of a judge or jury.
PowerPoints/Handouts Available

You hear it from your legal counsel all the time: document, document, document. But, in reality, they never tea your managers how to effectively transcribe your verbal coaching, counseling or disciplinary conversations int bulletproof documentation. Learn the seven steps to creating "bulletproof" documentation along with words t red flags for discrimination and the benefits and hazards of electronic documentation. Walk away with a usable framework and tips for perfecting your documentation.

Learning Objectives:

  • Learn to document expectations, policy violations, performance issues and consequences.
  • Properly document employee's explanation and action plan.
  • Understand which words and phrases to avoid when documenting.
  • Learn about documentation disasters that create liability.

In-person session offerings are on a first-come, first-served basis.

 
Date(s) & Time(s): 
Tuesday, June 14, 2022 - 2:00pm to 3:00pm
Presenter: 
Allison West, Esq., SHRM-SCP, AWI-CH
Personal Pronouns
She/Her/Hers
Principal
Employment Practices Specialists
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For over 20 years, Allison West has used her employment law background in delivering customized workplace training, conducting investigations, coaching executives/managers, serving as an expert witness, and specializing in conflict resolution and facilitated discussions to create more collaborative work environments. 

Allison is a top-rated speaker at the SHRM Annual Conference as well as other HR/diversity conferences, and is a national expert on harassment, discrimination and investigations. She has appeared on PBS, CBS This Morning and in O Magazine discussing workplace harassment issues. 

She is a member of the State Bar of California and holds her SHRM-SCP certification and AWI-CH (investigation) certificate.

 

 

SESSIONS:
Location: 
La Nouvelle Orleans Ballroom C
Session Type: 
Mega Session
Competency: 
Interpersonal (Behavioral)
People (Technical)
View other sessions related to this topic: 
Employment Law & Regulations

Source URL: https://sessions-cron.shrm.org/conference/2022-annual-conference/session/seven-steps-creating-bulletproof-documentation