The Do’s & Don’ts of Documenting Employee Behavior, Performance & Discipline … with the Evil HR Lady

Everyone tells you to document employee behavior, but do they tell you how to do it and why you should? Michael answers that as an attorney: because when you fail to document – or document the wrong things – you put your office and you as the owner at risk , and legal fees in this area are astronomically high to defend and business insurance generally doesn’t cover. The absence of solid documentation is the single most common mistake employers make when handling employee performance, behavior, and discipline issues.

Not properly documenting, or not documenting at all, can hurt employers in several ways. And when you do it right, it can make handling performance, behavior, and discipline issues easy to address. Listen as Michael and Suzanne talk about the problem, common errors and pitfalls, how to analyze this area, what should be done and when, as well as how and why. They also go over a number of great examples and best practices “do’s” and “don’ts”.

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About Suzanne Lucas

Suzanne Lucas, better known as the Evil HR Lady, spent a decade in the realm of corporate HR before embarking on a new mission to enhance the world of work for all individuals. Throughout her tenure in Corporate HR, she hired, fired, trained, and served as a subject matter expert in employment law. Suzanne combines humor with practical advice, making her a popular influencer in the HR community. Her work has been published all over the internet, including at Inc Magazine and CBS News. You can read her archives at as well as watch some of her speeches.

The PI Power Hour is a webinar series featuring Michael Coates and guest experts addressing some of the biggest business and financial challenges confronting medical practices. We welcome all medical providers, business owners, and staff who are interested in the subject of personal injury and accepting patients on lien.
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