The Importance of Documentation for Managers

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 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.

The overriding goal is DOCUMENT for the continued success of the business and 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.

There are 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 styles of documentation are listed in order of preference from top to bottom.

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

Following are the major areas 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

Learning Objectives

• To discuss the” Five W’s of Documentation - WHO WE DOCUMENT, WHAT WE DOCUMENT, WHEN WE DOCUMENT WHERE WE DOCUMENT AND WHY WE DOCUMENT. 
• To analyze the impact of documentation on Just Cause Standard and how to ensure proper treatment.
• To discuss the numerous styles of documentation.
• To explain the formats of documentation. 
• To analyze what form does documentation take, where is it filed, and what can the union have access to during their grievance investigation or their attorney in a discovery process.
• To discuss the disciplinary process which may consist of verbal discussion(s), written letters and suspension(s), and final warnings leading to termination. 
• To inspect the appropriate language needs to be utilized to effectively create any “verbal discussion” or discipline. 
• To analyze what does documentation from a grievance looks like. 

Recommended For

• This Online CPE webinar is recommended for CPAs, CMAs, managers, directors, human resources and labor relations personnel, potential supervisors, or anyone with oversight responsibility of non-represented employees who wanted to understand the importance of documentation for managers.

Who Should Attend?

Webinar Qualifies For

• 1.5 CPE Credit of Management for Certified Management Accountants (CMA)
• 1.5 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
• 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
• 1.5 CE Credit for Certified Wealth Strategist (CWS)
• 1.5 General Credit for Accountant/Bookeeper

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