Documenting Employee Performance: Guidelines for 2025 & Beyond

Incorrect documentation of employee behavior can result in litigation, investigations, and allegations of discrimination or wrongful termination.  These actions can negatively impact an organization’s reputation, plus lead to costly fines and penalties.

In our interactive, instructor-led 90-minute event, you will learn how to document employee performance in ways that protect your organization, ensure fair treatment, and strengthen your legal defenses.

Join us to discover:

• 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

Program Highlights

Best Practices for Legally-Effective Performance Documentation

• 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

Avoiding Legal Pitfalls & Costly Mistakes in Documenting Performance

• 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

Driving Performance: Corrective Actions That Lead to Improvement

• 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

Question & Answer Session – Have your specific questions answered!

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).