Thursday, February 3, 2022
"Seven Steps to Creating Bulletproof Documentation"
Remote Meeting
8:15 AM - 8:30 AM Welcome from Amy Sabato
8:30 AM - 8:55 Legal Update and Q&A with Deb Najjar
9:00 - 10:30 Program
Approved for 1.50 SHRM credits, HRCI credits pending
You hear it from your legal counsel all the time: document, document, document. But, in reality, they never teach your managers how to effectively transcribe your verbal coaching, counseling, or disciplinary conversations in bulletproof documentation.
Learn the seven steps to creating "bulletproof" documentation along with words and red flags for discrimination and the benefits and hazards of electronic documentation.
Walk away with a usable framework and tips for perfecting your documentation.
Recertification /Learning Objectives:
1. Learn to document expectations, policy violations, performance issues, and consequences
2. Properly document an employee's explanation and action plan
3. Understand which words and phrases to avoid when documenting
4. Learn about documentation disasters that create liability
Our Speaker: Allison West, Esq., SHRM-SCP, AWI-CH
Employment Practices Specialists, Pacifica, CA
https://www.youtube.com/watch?v=N_7VTt87mTk
Allision West is an employment attorney by background and, for over 20 years, she has assisted employers in creating and maintaining safe and respectful work environments.
She focuses her practice on delivering customized workplace training; conducting workplace investigations; coaching executives/managers concerning performance or disciplinary issues as well as leadership topics; and serves as an expert witness. Allison also specializes in using mediation skills to help individuals and groups to work though conflicts and create more collaborative work environments.
Allison is a top rated speaker at SHRM Annual Conference as well as other HR/diversity conferences, and is a national expert on harassment, discrimination and investigations. she has app[eared on PVS, CBS This Morning and in O Magazine discussing workplace harassment issues.
She is a member of the State Bar of California and holds her SHRM-SCP certification and AWI-CH (investigation) certificate.
Our Sponsor:
“Access Perks operates the largest employee discount network in America with over 500,000 in-store locations offering discounts of 10-50% (average 34%) in virtually every U.S. market. Groceries, dining, clothing, entertainment, auto services – all are available at significant savings with Access Perks. We also offer the best travel and theme park deals in the country, along with an unparalleled selection of online discounts and America’s largest “show your phone” mobile coupon network.”
Access Perks - Overview BH.pdf
Location: Webinar
For more information:
Contact: Lisa Lemieux, PHR, SHRM-CP
Phone: 978-204-3207
Email: lemieux.hr@gmail.com
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