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How to Document Employee Behavior

Duration : 60 Minutes

This course, has been approved for 1 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).


Suzanne Lucas,

Suzanne Lucas spent 10 years in corporate HR where she hired, fired, managed the numbers, and double-checked with the lawyers. She left the corporate world to advise people and companies on how to have the best Human Resources departments possible. 

Suzann Read more


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.

Course Outline:

• 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?

What You Get:

• Training Materials

• Live Q&A Session with our Expert

• Participation Certificate

• Access to Signup Community (Optional)

• Reward Points

Who Will Benefit:

• HR managers

• HR business partners

• HR assistants

• Recruiters

• Managers

• Business Owners

• HR consultants 

Please reach us at 1-888-844-8963 for any further assistance or if you wish to register

Contact Us



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