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247compliance is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP. This program is valid for 1 PDC for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit shrmcertification.org.

Documenting employee discussions is a very tricky and at times painful activity for organizations. While it is crucial for HR for a number of reasons, it is a difficult habit for the other employees to imbibe. Documenting employee discussions is important from a legal perspective because this makes the case strong and defensible. Documentation is both the bane and the blessing for HR. It is difficult to get people to do it, but it is preferred by attorneys and believed by judges and juries.


At this session, which will provide participants the information needed to be better able to document employee discussions and defend the organization from losses incurred due to poor documentation practices; Michael will cover the following areas:

  1. How and why documentation is good?
  • Meets the legal requirements of Federal statutes
  • Provides a record of interactions with employees in order to provide better recall of what was said and done
  • Helps knowledge retention. You do not need to have the original parties to have a recollection of the event or conversation
  • Provides the legal documentation needed to defend the company in a lawsuit

       2. We will talk about how documentation will get you in trouble

       3. What is necessary for good documentation?

       4. We will talk about what tools can be used

With this information, you will be better able to defend the organization from losses incurred due to poor documentation practices.


Annually hundreds of thousands of lawsuits and hearings occur across the country. Each of these is "legal" proceeding which requires evidence of events that actually occurred. Documentation is what wins, or in some cases loses these lawsuits and hearings. The result of the lack of documentation results in the loss of millions of dollars each year that might be prevented by a good documentation program.


  • Office Managers
  • HR Managers
  • Supervisors
  • Business Owners
     

Michael D. Haberman is the Vice-President and co-founder of Omega HR Solutions, Inc., a consulting and services company offering complete human resources solutions. Mike brings over 30 years of experience in dealing with the challenges of Human Resources in the 21st century. He has a B.A. in Psychology from the University of California, Riverside, a master's of science in Industrial Relations from Georgia State, and is certified as a Senior Professional of Human Resources (SPHR). He has over 16 years of experience in the classroom teaching human resources fundamentals and certification preparation for multiple universities and organizations.

Mike is the author of the Human Resources blog entitled HR Observations found at OmegaHRsolutions.com, which has been recognized several times as a top 25 in human resources related blogs. He has also been named in the top 10 Digital Influencers in Human Resources. He has gained a reputation as a compliance expert. He speaks on a variety of subjects to business associations, human resource associations, and business based civic clubs. He has co-presented webinars on various HR related issues.

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