The human resources mantra to managers and supervisors is to “document, document, document." But do your managers and supervisors know how, when, and what to document? This course provides managers and supervisors with the skills to document effectively employee performance. It also provides HR professionals with a good refresher for use in performance documentation processes. Participants learn a simple performance documentation process and acquire knowledge with regard to the importance of proper documentation in preventing legal claims. Using proven techniques, participants practice writing job-related documentation. The course focuses on how the current legal climate affects private sector employers, as well as highlights the “how-tos" of documenting employee actions.

Course Outline

  • Why documentation helps prevent legal claims
  • How to document behaviors—not people

  • What to include in all documentation

  • Practice documentation skills

Performance Documentation Skills is a course designed for human resources staff, supervisors, and managers who need to learn practical, defensible documentation techniques. This training is appropriate for the supervisor/manager who is involved in progressive discipline, employee separations, and managing employee performance.

In this course you will learn how to:

  • Relate the importance of proper documentation

  • Describe appropriate documentation.

  • Identify who, what, and where to document.

  • Recognize when documentation is appropriate

  • Follow correct documentation guidelines


0.10 Continuing Education Units
Course ID #PERF105_LMS

Class Details

There are no scheduled instances of this class for the remainder of the year. Check out our new course catalog this fall, or click below to explore onsite options.

Don't see what you are looking for?

Contact Us