EMPLOYEE DOCUMENTATION
2016-2017 EDUCATION and TRAINING SERIES
HUMAN RESOURCES | LABOR LAW | OSHA | SALES & MARKETING
We invite you to attend
WHY IS DOCUMENTATION SO IMPORTANT IN
DEFENDING YOUR PERSONNEL DECISIONS?
Presented by:
Larry Levy, Owner
Employee Relations Management
458 San Marin Drive
Novato, California 94945
415.892-1497
larrylevy@earthlink.net
Wednesday, December 21, 2016
8:00 am – Noon
$95.00 for Members
$195.00 for Non-Members
To Register:
Email larrylevy@earthlink.net
Phone 415.892.1497
8:00 am – Noon
$95.00 for Members
$195.00 for Non-Members
To Register:
Email larrylevy@earthlink.net
Phone 415.892.1497
Location: Marin Builders Association, 660 Las Gallinas Avenue, San Rafael, CA
_________________________________________________________
Subject Matter – Employee Documentation
Why should I attend?
Participants get 4 hours of information, discussion and role-playing utilizing
the most proven strategies in preparing documentation to defend your decisions.
This is a hands-on, practical and
down-to-earth seminar.
What will I gain from attending this event?
Participants will learn, receive and practice using the most successful Human Resources forms. You will receive
blank copies of each of these forms.
No longer will you have to worry about how to take action because you “don’t have your ducks in a row”.
What will you receive from attending this event?
4 hours of information and role playing, all the appropriate forms used in
managing employees and a comprehensive handout summarizing the important points.
How will my business benefit because I attended this event?
You will avoid the risk of having to face a Wrongful Termination claim,
a visit to the Department of Labor Standards Enforcement or the
Department of Fair Employment and Housing.
The Importance of Documentation
Seminar Outline
I. What is Documentation?
II. The Purpose and Philosophy of Documentation,
Why Bother?
III. The Importance of Documentation in Today’s Litigious
Environment
IV. The Various Forms of Documentation
A. Job Applications
B. Offer Letter
C. Employee Warning Notices
D. Performance Evaluations
E. Employee Handbooks
F. Written Job Objectives and Job Descriptions
V. The Supervisor’s Feelings in Preparing any
Documentation
VI. Key Approaches in Preparing any Documentation
A. Objectivity
B. Subjectivity
VII. How do you Prepare Exceptional Documentation?
A. Formal vs. Informal
B. Timing
C. Frequency
D. Involving Human Resources
E. Employee’s Signature
F. Consequences
VIII. Meeting with the Employee
IX. How to Prepare Employee Warning Notices
A. Paragraph #1 – Purpose of the notice
B. Paragraph #2 – What did the employee do or not do
C. Paragraph #3 – What rule or policy did the
employee violate?
D. Paragraph #4 – Consequences to the organization for
violations of this policy
E. Paragraph #5 – Management’s plan for the employee
regarding this violation (notice, warning, probation,
suspension, termination, etc.)
F. Paragraph #6 – Consequences should a violation
reoccur in the future
G. Paragraph #7 – Future meetings to coach the employee
H. Signatures of both the supervisor and employee
E. Employee Handbooks
F. Written Job Objectives and Job Descriptions
V. The Supervisor’s Feelings in Preparing any
Documentation
VI. Key Approaches in Preparing any Documentation
A. Objectivity
B. Subjectivity
VII. How do you Prepare Exceptional Documentation?
A. Formal vs. Informal
B. Timing
C. Frequency
D. Involving Human Resources
E. Employee’s Signature
F. Consequences
VIII. Meeting with the Employee
IX. How to Prepare Employee Warning Notices
A. Paragraph #1 – Purpose of the notice
B. Paragraph #2 – What did the employee do or not do
C. Paragraph #3 – What rule or policy did the
employee violate?
D. Paragraph #4 – Consequences to the organization for
violations of this policy
E. Paragraph #5 – Management’s plan for the employee
regarding this violation (notice, warning, probation,
suspension, termination, etc.)
F. Paragraph #6 – Consequences should a violation
reoccur in the future
G. Paragraph #7 – Future meetings to coach the employee
H. Signatures of both the supervisor and employee
EMPLOYEE DOCUMENTATION
Date and Time
Wednesday Dec 21, 2016
8:00 AM - 12:00 PM PST
Wednesday, December 21, 2016
8:00 A.M. - Noon
View Flyer
Location
Marin Builders Association
660 Las Gallinas Avenue
San Rafael, CA 94903
Fees/Admission
$95.00 for Members
$195.00 for Non-Members
Contact Information
Larry Levy (415) 892-1497
Send Email
Check out photos from
some of our previous events!