Manager’s Guide to Effectively Documenting Employee Performance

December 4, 2018 and June 27, 2019
9:00 am
West Campus, 7509 Forsyth Blvd Ste 001, Clayton, MO 63105


Dates Offered Time Location
December 4, 2018 9:00 a.m. – 11:30 a.m. West Campus Training Room B
June 27, 2019 9:00 a.m. – 11:30 a.m. West Campus Training Room B

Creating objective, accurate, and unbiased documentation of employee performance and behavior is an imperative management skill. Good documentation provides a mirror of employee performance, and aids managers in providing useful feedback, leads to improved performance evaluations, and tracks both positive performance as well as areas needing improvement. Documentation is also keep to appropriate and effective disciplinary action. Although most employees never need disciplinary action, exceptions do occur. Understanding how to create thorough documentation is necessary to address unwanted behavior or poor performance. This course will involve a review of an actual court case where documentation played a key role, as well as interactive activities to apply learned concepts.

Course Objectives

Participants will learn:

  • The value of documentation, and when it can become a key component in litigation
  • The 7 steps to creating effective, thorough and objective documentation​
  • When the progressive discipline process becomes necessary, and each stage of the process
  • The different types of documentation​
  • Common mistakes to avoid when creating documentation

Competencies: Dealing with others; Impact

Audience: This class is for Washington University Directors, Managers, and Supervisors with direct reports that are WU employees.  Those who supervise students will only be considered on a case-by-case basis if the class is not full.

Facilitator: Employee Relations Managers

Registration Fee: No fee for this workshop

No-Show and Late Cancellation Fees:  There will be a charge equal to the registration fee to cover the cost of materials for no-shows and late cancellations (less than 5 business days prior to class).  For classes with no registration fee, this charge is $50.

Human Resources Learning & Development Center
West Campus, West Building
7509 Forsyth Blvd., Suite 001
Training Room B, Lower Level

Contact Shirley Ikemeier

All programs are subject to change.

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