Seven Steps to Creating Bulletproof Documentation

A SHRM Symposium: Spotlight on California
Learn the seven steps to creating documentation that will withstand the scrutiny of a judge or jury.

You hear it from your legal counsel all the time: document, document, document. But they never teach you or your managers how. Learn the seven steps to creating solid, bulletproof documentation. Effectively transcribe your verbal coaching, counseling or disciplinary conversations. Recognize words to avoid and red flags for discrimination, Know the benefits and hazards of electronic documentation. Leave the session with a usable framework and tips for perfecting your documentation.

Learning Objectives:

  • Learn to document expectations, policy violations, performance issues and consequences.
  • Properly document an employee's explanation and action plan.
  • Understand which words and phrases to avoid when documenting.
  • Learn about documentation disasters that create liability.
Date(s) & Time(s): 
Tuesday, December 4, 2018 - 11:15am to 12:15pm

Allison West, Esq., SHRM-SCP, SPHR

West, Esq., SHRM-SCP, SPHR

Allison West is an employment attorney by background and uses her legal skills coupled with sound human resources practices to assist companies in managing and reducing their workplace risks.  She is a frequent top rated-speaker on employment law and human resources topics.  Allison specializes in delivering customized interactive training, conducting workplace investigations, coaching executives and managers, human resources consulting and provides expert witness assistance. Allison is a Board Member of the Association of Workplace Investigators and is licensed to practice law in California and holds a Senior Professional in Human Resources and SHRM-SCP certification.

Metropolitan Ballroom
Amount of Credit: 
Credit Type: 
Session Type: 
Concurrent Session
HR Expertise
Critical Evaluation
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