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Document, Document, Document. But How?

June 20, 2022


Documenting employee actions and behaviors is a vital responsibility for managers, so much so that one leading employment attorney encourages employers to include it in managers’ job descriptions.

Allison West, Esq., SHRM-SCP, principal at Employment Practices Specialists in Pacifica, Calif., explained why and offered valuable guidelines for the documentation process during her “Seven Steps for Creating Bulletproof Documentation” concurrent session at the SHRM Annual Conference & Expo 2022 in New Orleans on June 14.

“Managers are repeatedly told, ‘You need to document,’ but too often they don’t know exactly what to document and how, and that becomes a problem—particularly if an employee/employer case reaches a trial,” West said.

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