Employee Performance Documentation: Best Practices, Legal Risks, and HR Compliance Strategies

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Suzanne Lucas SHRM – 1.0 Credit HRCI – 1.0 Credit
Date
Nov 17 , 2026
Time
01:00 PM ET
Duration
60 Mins
Status
35 Days Left
Webinar Timings:
01:00 PM ET | 12:00 PM CT | 11:00 AM MT | 10:00 AM PT
Employee Performance Documentation: Best Practices, Legal Risks, and HR Compliance Strategies

Webinar Overview

Overview:

Everyone tells you to “document that!” but no one quite tells you what that means. What does it mean to document behavior, and what behavior should you document?

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 and employees in several ways. Documentation can make or break a manager’s ability to discipline, terminate, fairly promote, reward, and recognize employees. Additionally, solid documentation will become an employer’s best friend when an employee brings discrimination or other employment-related claims against the organization.

This webinar will be a basic guide for managers and HR on what to document, how to do so, and why you need to have this information. Proper documentation saves time, and headaches, and protects the company from lawsuits.


Webinar Overview

  • Every business needs personnel files, but what should you put in them, and how do you document information?
  • What does it mean to document something?
  • The many ways to document
  • At what point do you start documenting?
  • How do you teach managers to document?
  • How do employee-specific records differ from general HR documentation?
  • How are PIPs your most important tool in preventing employee lawsuits?
  • Tips on using electronic communication for documentation
  • How long do you have to keep documentation?


Who should attend

  • HR managers
  • HR business partners
  • HR assistants
  • Recruiters
  • Managers
  • Business Owners
  • HR consultants

Ask your question directly to our expert during the Q&A session following the live event.

Enrolled attendees earn CE credit for this course

  • SHRM
    SHRM - 1.0 Credit

    This program is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® credential holders. This program is valid for 1.0 PDCs toward SHRM recertification requirements.

  • HRCI
    HRCI - 1.0 Credit

    This program has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™, and SPHRi™ recertification through the HR Certification Institute® (HRCI®).

  • Content Quality and Compliance

    “The courses, webinars, articles, and learning materials available on this educational platform are developed in accordance with the standards and guidelines of recognized professional credit and continuing education (CEU) providers. All content is thoroughly researched, reviewed, and verified prior to publication.”

Meet Your Instructor

Suzanne Lucas
Suzanne Lucas

Senior Compliance Consultant

Suzanne Lucas spent 10 years in corporate HR where she hired, fired, managed the numbers, and double-checked with the lawyers. She left the corporate world to advise people and companies on how to have the best Human Resources departments possible.

Suzanne integrates best practices with innovative ideas and humour, including using improve comedy as a tool for leadership development.

Suzanne’s writings have been published at CBS News, Inc. Magazine, Reader’s Digest, and many other sites. She’s been named a top influencer in HR. You can read her archives at EvilHRLady.org or check out her Tedx Talk: Forget Talent and Get to Work.

View Full Instructor Bio & Sessions

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Our Customer Feedback

Read what our amazing customers have to say about us.

Laura Bennett (HR Manager)
Verified Attendee

Very useful session and easy to follow. I liked the practical examples and clear explanation.

Kevin Richardson (Payroll Manager)
Verified Attendee

Good webinar overall. The content was relevant and gave me a few things to review at work.

Jessica Morgan (HR Specialist)
Verified Attendee

Really liked the format. The presenter kept the session focused and covered the important points.

Andrew Foster (Compliance Officer)
Verified Attendee

The session was okay. I found some of the information useful, although I would have liked more examples.

Rachel Simmons (Human Resources Director)
Verified Attendee

Very informative and professionally presented. Good use of real workplace situations.

Daniel Cooper (Payroll Specialist)
Verified Attendee

Helpful training and good overview of the topic. Registration was also pretty easy.

Michelle Turner (HR Business Partner)
Verified Attendee

I’ve attended a couple of Pedu webinars and have found the topics relevant to my work.

Brian Mitchell (HR Operations Manager)
Verified Attendee

Decent webinar. The main information was helpful, but I was expecting a little more detail.

Kimberly Walker (Senior HR Manager)
Verified Attendee

Good presenter and useful information. I especially liked the compliance updates.

Steven Parker (Payroll & Benefits Manager)
Verified Attendee

Overall a good experience. The webinar was organized and the information was easy to understand.

Nicole Adams (HR Generalist)
Verified Attendee

Very straightforward and practical. I was able to take a few useful points back to our team.

Jason Murphy (Compliance Manager)
Verified Attendee

Good session. Some of the examples were particularly helpful for understanding the requirements.

Elizabeth Carter (HR Director)
Verified Attendee

Professional webinar with relevant content. I would definitely consider attending another session.

Mark Richardson (Payroll Administrator)
Verified Attendee

Not a bad session. It covered the basics well, although I would have preferred a little more interaction.

Amanda Phillips (People Operations Manager)
Verified Attendee

Very useful for staying updated on HR compliance. The presentation was clear and well structured.

Christopher Hayes (HR Compliance Specialist)
Verified Attendee

Good information and a knowledgeable speaker. A few sections moved quickly, but overall it was worthwhile.

Stephanie Morris (HR Manager)
Verified Attendee

I purchased one of the webinar packages and liked having different compliance topics to choose from.

Ryan Coleman (Payroll Manager)
Verified Attendee

Useful session and easy to understand. The examples made the topic more relatable.

Rebecca Sanders (Senior HR Specialist)
Verified Attendee

Pretty average overall. The content was useful, but I would have liked more detailed examples.

Jonathan Reed (Human Resources Manager)
Verified Attendee

Good training experience. The material was relevant and the webinar was professionally delivered.

Christine Bailey (HR Consultant)
Verified Attendee

Clear and informative session. I liked that the speaker stayed focused on practical compliance issues.

Matthew Collins (Director of Payroll)
Verified Attendee

Very helpful webinar. It gave me a good refresher and highlighted a few areas we need to review internally.

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