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Documentation for Managers and Supervisors

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Documentation for Managers and Supervisors


About this course

 Watch RECORDED Session for Just $125

Recorded On: August 26, 2019

Training Duration: 90 Minutes

Access any day, anytime, unlimited times as per your convenience*

The overriding goal of documentation is for the continued success is not to make costly payments to arbitrators, back pay to employees, fees or fines to state or federal agencies, as well as discriminatory agencies and private lawsuits.

The training will cover how documentation impacts an employees’ right of due process in the day to day operation of your business.

Failure to properly document, impacts the disciplinary process clearly in the area of consistent treatment of employees

Documentation is impacted by your supervisors and managers past practice in the workplace

Discussions like the union is not entitled to any documentation before, during or after an investigatory interview, only leading up to or at the grievance meeting.

This workshop will address those areas and much more to ensure that all members of the management team understand the proper methods, the reasoning for documentation and the results that can be achieved in the workplace as well as the costly errors that can be avoided.


Session Highlights-

  • The” Five W’s of Documentation- WHO, WHAT, WHEN, WHERE AND WHY WE DOCUMENT
  • The Impact of documentation on just cause standard and how to ensure proper treatment.
  • Numerous styles of documentation: Verbatim or “word for word”, Narrative or “create the story”, outline format as an overview, or a fact listing, absent emotions/opinions.
  • The formats of documentation, to include the usage of key language to support the documentation, what form does documentation take? where is it filed? what can the Union have access to during their grievance investigation or their Attorney in a discovery process?
  • Two key areas of discussion will be what does documentation from a grievance look like?
  • Can we ever “combine” Discipline together? What is a Past Practice? How do I change a Past Practice?
  • The Disciplinary process which may consist of verbal discussion(s), written letters and suspension(s) and final warnings leading to termination. how appropriate language need be utilized to effectively create any “verbal discussion” or discipline.


Why You Should Attend-

It is important for managers and supervisors to understand the importance of documentation regarded their represented employees. It is critical for them to understand the impact and depth that documentation has on multiple areas of the workplace and operation of the business.

One key area of impact is the just cause standard and how the failure to properly document will result in the costly loss of grievances and arbitration cases.


Who should Attend-

  • Managers
  • Supervisors
  • Directors
  • Human Resources
  • Labor Relations personnel,
  • Potential Supervisors or anyone with oversight responsibility of non-Represented employees


In this Recorded Sessionyou can listen to Q&A which includes direct answer from our expert speaker.

*Instruction kit to access the session will be emailed within 6 hours.


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