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Documenting Performance Issues and Progress with the Help of The Employee Handbook

90 Minutes
6 months
Webinar Id:
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Recorded Version

$195. One Participant
$395 Group Attendees

Group Attendees: Any number of participants

Recorded Version: Unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)


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HSRM TrainHRLearning is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. ?
1-hour educational program = 1 PDC.
1-hour and 15 minute concurrent conference session = 1.25 PDCs.
3-hour e-learning course = 3 PDCs.

The topic of "Documenting Performance Issues and Progress with the Help of Employee Handbooks" is concerned with the process of effectively documenting employee performance-related information in accordance with company policies and procedures using the employee handbook as a guide.

This topic is essential for managers and supervisors who are responsible for managing employee performance, identifying performance gaps, and tracking employee progress. Effective documentation of performance issues and progress enables managers to make informed decisions about promotions, bonuses, and disciplinary actions while protecting the organization from potential legal issues. Employee handbooks are an essential tool in the documentation process, providing a clear framework for performance management policies and procedures. This topic covers the importance of documentation, the role of employee handbooks in the documentation process, and best practices for documenting performance-related information. By understanding and implementing these best practices, managers and supervisors can ensure that they effectively manage employee performance, promote a positive workplace culture, and reduce legal risks.

Why should you Attend: Attendees should attend this training on documenting performance issues and progress with the help of employee handbooks to gain the skills and knowledge necessary to effectively document employee performance-related information. This training will provide attendees with a clear understanding of the importance of documentation and the role of employee handbooks in the documentation process. By attending this training, managers, and supervisors will be able to:
  • Understand how the employee handbook provides a framework for documenting performance issues and progress.
  • Identify the best practices for documenting performance issues and progress in accordance with handbook policies.
  • Learn how to use specific language and avoid assumptions when documenting performance-related information.
  • Gain the skills necessary to provide constructive feedback to employees and address their concerns related to performance documentation.
  • Be able to implement consistent and effective documentation practices to promote a positive workplace culture and reduce legal risks.

Attending this training will enable managers and supervisors to document performance issues and progress effectively, which is critical for effective performance management and legal protection. It will also provide them with the tools necessary to promote employee engagement and improve overall organizational performance.

Areas Covered in the Session: The training session on "Documenting Performance Issues and Progress with the Help of Employee Handbooks" covers the following areas:
  • The importance of documentation in performance management
    • Understanding the reasons for documenting performance issues and progress.
    • The potential risks associated with poor documentation practices.
  • The Role of employee handbooks in Documentation
    • Understanding the content of the employee handbook related to performance management.
    • The benefits of consistent implementation of handbook policies
  • Best practices for documenting performance issues
    • Types of performance issues that require documentation.
    • How to document performance issues in accordance with handbook policies.
    • The importance of using specific language and avoiding assumptions
  • Best practices for documenting performance progress
    • Types of progress that should be documented.
    • How to document performance progress in accordance with handbook policies
    • The importance of being specific and providing examples.
  • Managing employee responses to performance documentation
    • How to provide constructive feedback to employees
    • The importance of following up on documented performance issues and progress
    • Addressing employee concerns and questions related to performance documentation.

Who Will Benefit:
  • Employee Management
  • Performance Management
  • Small Business Owners
  • Leaders, Managers
  • Team Leaders
  • Department Heads
  • Supervisors
  • Anyone in a Leadership Role

Carolyn D. Riggins is the founder and owner of CDR Consulting Services specializing in training, coaching and identifying problematic gaps in organization. Ms. Riggins was in retail banking for 35 years with First Florida Bank, Barnett Bank, Mercantile Bank and TD Bank. At TD Bank, Ms. Riggins was successful growing her client’s relationship by 71 million dollars through valuable training and consistently coaching her teams. Ms. Riggins served in multiple capacity levels of management roles regarding the many banks in her career path. Under her leadership she was able to work as an Assistant Vice President Store Manager, Vice President Hub Manager and Vice President Retail Regional Manager.

In these varies leadership positions Ms. Riggins was successful with leading and helping her team by developing, coaching and training to achieve sales revenue growth, deposit growth, customer growth, lending growth and focusing on compliance. Also, she was selected as the Regional Bank at Work and Affinity Champion which she facilitated and delivered material through person-to-person workshop training or conference training.

In additional, Ms. Riggins utilizes her Bachelors of Applied Science degree in Management and Organizational Leadership from St Petersburg College to train team players to be successful in their roles. In addition, Ms. Riggins has a certificate of completion for Business Consulting. One of Ms. Riggins goal is to train and coach continuously by using her education and expertise daily to change, transform and impact great team players.

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