Importance of Documentation For Managers

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Importance of Documentation For Managers

Learning Objectives

To discuss the” Five W’s of Documentation.
To analyze the impact of documentation on the Just Cause Standard and how to ensure proper treatment.
To inspect the numerous styles of documentation.
To explain the formats of documentation.
To discuss the disciplinary process that may consist of verbal discussion(s), written letters and suspension(s), and final warnings leading to termination.
To outline the proper content of Documentation.
To analyze what documentation from a grievance looks like.

Course Description

Managers and supervisors need to understand the importance of documentation regarded their represented employees. They must understand the impact and depth that documentation has on multiple areas of the workplace and the 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.

Failure to properly document impacts the disciplinary process clearly in the area of consistent treatment of employees. Documentation is also impacted by the supervisors' and managers' past practices in the workplace.

This CPE/CPD webinar will address those main 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.

Following are the major topics covered in this CPE webinar:

History Of Documentation
Formats of Documentation
How Documentation impacts the Just Cause Standard
Alternative methods and legal challenges to Documentation
Documentation and the Employee’s Right to Due Process
The Importance of Consistent treatment and Documentation
Past Practices impact Documentation

In this CPE Business Management course, the speaker will also outline the proper content of documentation excluding emotions and opinions.

Webinar Qualifies For

1.5 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1.5 General Credit for Accountant/Bookkeeper/Tax Professionals
1.5 CPD Credit of Business Mgmnt and Org for CPA in Canada
1.5 CPE Credit of Business Mgmnt and Org for Certified Fraud Examiner (CFE)
1.5 PDC Credit for SHRM Professionals (Approval No. 22-2YJXM)
1.5 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
1.5 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 595075)
1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1.5 CPD Credit for Chartered Accountant - ICAEW
1.5 CE Credit for Certified Wealth Strategist (CWS)
1.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1.5 CPD Credit for Chartered Accountants - Scotland
1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
1.5 CPD Credit for CPA - Ireland

About Instructor

Gerry McLaughlin

, Gerry McLaughlin Consulting LLC

Gerry McLaughlin , Ms. IR, is the author of “Negotiating The Labor Agreement” His experience covers 30 years of successfully negotiating over 500+ labor contracts in varied industries as Executive Director and Vice President for Fortune 100 Companies, and in areas, such as, but not limited to, Manufacturing, Distribution, Telecom, Retail, Healthcare & Senior Care, Food services, Housekeeping & Facilities.

He has negotiated with over 20 National and Local Unions, trained 1000’s of Managers in “Managing a Union Workplace”, ,”Negotiating A Labor Agreement” Collective Bargaining as well as Union Avoidance and Employee Relations issues.

He knows and fully understands:

How to build and maintain successful relationships with Union Leaders locally and nationally.
Maintain and/or Develop existing Managements Rights to ensure the unfettered Right “to run your business” Ensuring successful Workplace policies.

Additional Information

Duration

1.5 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.4

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Janet Sellars, CPA (US)

Great course

Brooke Oneill, CPA (US), SHRM

great

Lesley Hixson, SHRM - SCP

Good basic knowledge. The pace is a bit slow. Be patient.

Audrey Spence, CPA (US)

Good experience overall.

1.5 Credits

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Subject Area

Business Mgmnt and Org

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Importance of Documentation For Managers

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Gerry McLaughlin

Other Details

Additional Information

1.5 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Janet Sellars, CPA (US)

Brooke Oneill, CPA (US), SHRM

Lesley Hixson, SHRM - SCP

Audrey Spence, CPA (US)

Subject Area

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