How to Document Employee Behavior

10 Jul 2025
10:00 AM PDT | 01:00 PM EDT
60 Minutes
Everyone tells you to “document that!” but no one quite tells you what that means. What does it mean to document behavior and what behavior should you document?

This webinar will be a basic guide for managers and HR on what to document, how to do so, and why you need to have this information. Proper documentation saves time, headaches, and protects the company from lawsuits.

WHY SHOULD YOU ATTEND?


If you have been told “document that” but don’t really know what that means, this is a great place to start. If you want to learn how to make documentation valuable for your company and help prevent lawsuits, this is the place to be. 

AREA COVERED

  • Every business needs personnel files, but what should you put in them and how do you document information?
  • What does it mean to document something?
  • The many ways to document
  • At what point do you start documenting?
  • How do you teach managers to document?
  • How do employee-specific records differ from general HR documentation?
  • How are PIPs your most important tool in preventing employee lawsuits?
  • Tips on using electronic communication for documentation
  • How long do you have to keep documentation?

WHO WILL BENEFIT?

  • HR managers
  • HR business partners
  • HR assistants
  • Recruiters
  • Managers
  • Business Owners
  • HR consultants 

If you have been told “document that” but don’t really know what that means, this is a great place to start. If you want to learn how to make documentation valuable for your company and help prevent lawsuits, this is the place to be. 
  • Every business needs personnel files, but what should you put in them and how do you document information?
  • What does it mean to document something?
  • The many ways to document
  • At what point do you start documenting?
  • How do you teach managers to document?
  • How do employee-specific records differ from general HR documentation?
  • How are PIPs your most important tool in preventing employee lawsuits?
  • Tips on using electronic communication for documentation
  • How long do you have to keep documentation?
  • HR managers
  • HR business partners
  • HR assistants
  • Recruiters
  • Managers
  • Business Owners
  • HR consultants 
Currency:
Webinar Option
Live + Recorded Session
Live + Transcript
Live + USB
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB
Group Session Participants + Recorded

Live Session with unlimited participants. Invite any number of attendees to join.

Speaker Profile

ins_img Suzanne Lucas

Suzanne Lucas, better known as the Evil HR Lady, has spent the last 25 years in HR, working to make lives better for employees by making HR better. Suzanne's company, Improve Your HR, focuses on improving HR for everyone, through writing, training, and speaking. Suzanne is a regular speaker at conferences and retreats and conducts team-building exercises that people actually look forward to.Suzanne had a wealth of experience in guiding people through complex legal scenarios and providing support and coaching to those who had lost their jobs, enabling them to strive toward success once again.

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