Good Documentation Protects Your Business

Employee documentation is one of the most overlooked tools available to employers. Done correctly, it supports accountability, consistency, and better decision-making.

The Problem

Many managers avoid documenting employee issues because they are busy, uncomfortable, or unsure what should be recorded.

Unfortunately, problems that aren't documented become difficult to address later.

Documentation creates a clear record of expectations, conversations, and actions taken.

Documentation Checklist

Document When

Include

Avoid

✓ Performance issues occur
✓ Attendance concerns arise
✓ Policies are violated
✓ Coaching conversations take place
✓ Employee complaints are received

✓ Dates and times
✓ Objective facts
✓ Impact on the business
✓ Expectations moving forward
✓ Employee response

✓ Opinions
✓ Assumptions
✓ Emotional language
✓ Personal attacks

Common Documentation Mistakes

Waiting too long to document
Using subjective language
Failing to identify expectations
Missing follow-up documentation
Inconsistent recordkeeping

What HR Risks Are Hiding in Your Business?

Documentation issues often reveal larger gaps in performance management and compliance. Take the HR Snapshot to uncover areas that may expose your organization to unnecessary risk.

Take the HR Snapshot