The Importance of Documentation for Supervisors and Managers

It is Important for Managers and Supervisors to understand the Importance of Documentation regarded their represented employees. It is critical for them to understand the Impact and depth that Documentation has on multiple areas of the workplace and 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.

How Documentation impacts an Employees Right of Due Process in the day-to-day operation of your business.

Failure to properly Document impacts the Disciplinary process clearly in the area of consistent treatment of employees. (Example: Billy, our best Employee punched his boss normally that's Termination but we want to issue a Written warning!)

Documentation is impacted by your Supervisors and Managers Past Practice in the Workplace. (Example: Smoking used to be a Verbal Discussion to File, yesterday we Suspended two employees for Smoking in non-designated areas!)

This Workshop 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.

This webinar will help supervisors and managers protect their organizations, manage teams more effectively, and ensure compliance through proper documentation practices.

We will discuss the” Five W's of Documentation. WHO WE DOCUMENT, WHAT WE DOCUMENT, WHEN WE DOCUMENT WHERE WE DOCUMENT AND TWHY WE DOCUMENT. The overriding goal is DOCUMENT for the continued success of your business 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.

A discussion will hold covering the Impact of Documentation on Just Cause Standard and how to ensure proper treatment.

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.

We will discuss the formats of Documentation; to include the usage of key language to support the Documentation, what form does Documentation take? Where is it filed? What can the Union have access to during their Grievance investigation or their Attorney in a Discovery process?

We will discuss the Disciplinary process which may consist of Verbal discussion(s), written letters and Suspension(s) and Final warnings leading to termination. The appropriate language need be utilized to effectively create any “verbal discussion” or discipline. 

Solely mentioning that an employee is “going down the wrong road” doesn’t meet the intent of a documented verbal discussion. Verbal discussions need notify the Employee of his/her violation, what will happen in the immediate future should they fail to maintain satisfactory performance. A verbal discussion absent these above factors is not a Verbal discussion. 

We will outline the proper content of Documentation, mention of only relevant facts all too often Supervisors and managers want to indicate the color of an employee’s shirt, pants or sunglasses! NOT RELEVANT! Or they want to indicate their Knowledge WHY the employee did it! Again, not relevant, exclude Emotions and opinions!

Two key areas of discussion will be what does Documentation from a grievance look like? The Union is NOT entitled to any documentation before, during or after an Investigatory Interview, only leading up to or at the Grievance meeting.

Can we ever “combine “Discipline together? What is a Past Practice? How do I change a Past Practice?

• Selecting the right Negotiations team, Understanding the Union Team
• Preparation to Negotiate, Learn How to Listen, Understand the Tactics & Techniques of Negotiation, Learn the Do's & Don'ts of Negotiation
• Find out What The Union's Priorities Are? Practice how to Cost Out The Labor Agreement
• Negotiations. Utilize Effective Clausing, Obligations of the Offer Counteroffer Process? When to use Employer Pressure Tactics, Learn The Ways To Say No, Create Movement At The Table. Develop The Final Package
• How to be successful with the Tool To Prepare for a Strike., Are You Engaging in Side meetings?  What To Do In the Event your Union Fails to get Ratification of the Agreement? How to deal with Work Stoppages. When to use a Mediator?

The Importance of Documentation for Supervisors and Managers is essential for effective leadership. Maintaining accurate records of employee performance, disciplinary actions, and incidents helps managers make informed decisions, enforce policies, and ensure accountability. Proper documentation also protects organizations in legal disputes, ensures compliance with labor laws, improves communication, and supports consistent management practices.