Documenting Employee Performance: Guidelines for 2025 & Beyond

• Key elements of effective documentation that will protect employers
• How to create legally effective written warnings & disciplinary actions
• What should & shouldn’t be kept in the personnel file
• Common mistakes supervisors make when documenting behavior
• Ways to make an airtight paper trail that keeps your company safe

• Methods for creating clear, objective documentation that supports HR actions
• Solutions for addressing inappropriate or negative employee behavior in writing
• Techniques for organizing and maintaining compliant personnel files

• Ways to identify and prevent the most common documentation mistakes
• How to avoid HIPAA and ADA missteps when documenting medical-related issues
• Managing multiple records (personnel, medical, confidential) per employee

• How to write disciplinary actions that drive accountability – and stand up in court
• Crafting Performance Improvement Plans that are easy to implement and follow
• Strategies to incorporate employee responses and mitigate risk of retaliation claims

ABOUT THE SPEAKER

Margie Faulk, HR Compliance Advisor and E-Learning Trainer, HR Compliance Solutions, LLC

Margie Faulk is a senior-level human resources professional with over 15 years of HR management and compliance experience. A current Compliance Advisor for HR Compliance Solutions, LLC, Margie, has worked as an HR Compliance advisor for major corporations and small businesses in the small, large, private, public and non-profit sectors.  Margie has provided small to large businesses with risk management strategies that protect companies and reduces potential workplace fines and penalties for violation of employment regulations. Margie is bilingual (Spanish) fluent and Bi-cultural. Margie holds professional human resources certification (PHR) from the HR Certification Institution (HRCI) and SHRM-CP certification from the Society for Human Resources Management. Margie is a member of the Society of Corporate Compliance & Ethics (SCCE).