HR Competencies

  • HR Expertise 
  • Communication 


The human resources mantra to managers and supervisors is to “document, document, document.” But do your managers and supervisors know how, when, and what to document? This session will provide managers and supervisors with the skills to effectively document employee performance. It will also provide HR professionals with a good refresher for use in performance documentation processes. Participants will learn a simple performance documentation process and understand its importance in preventing legal claims. Using proven techniques, participants will practice writing job-related documentation. The seminar will focus on how the current legal climate affects private sector employers, as well as the “how-to’s” of documenting employee actions. 


  • Why documentation helps prevent legal claims
  • How to document behaviors, not people 
  • What to include in all documentation
  • Practice documentation skills 

Designed For 

Human resources staff, supervisors, and managers who need to learn practical, defensible documentation techniques. This training is appropriate for the supervisor/manager who is involved in progressive discipline, employee separations, and managing employee performance


Class Details

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