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.

Overview

• History of documentation

  5 mins
• What is the basis for documentation?

  14 mins
• Documentation, And the disciplinary process

  27 mins
• Checklist of disciplinary action documentation

  37 mins
• Due process - At its basic roots due process must provide

  56 mins
• What is the role of the union steward or representative?

  61 mins