Documenting Performance: Building Clear and Fair Records
Learning objectives
- Define the purpose of performance documentation and its role in fair and compliant people management.
- Identify key dos and don'ts for fair, consistent documentation across employees.
- Apply behavior-based language to document performance clearly, objectively, and without personal opinion.
- Analyze examples to identify and correct bias, vague language, unsupported claims.
- Explain how documentation is used in real workplace scenarios, such as complaints, investigations, and unemployment claims.
Course overview
Fair records start with a shift from opinion to observation. A note that captures what an employee did, when it happened, and how it affected the work stays truthful and consistent, unlike a label such as “bad attitude” that tells a reader nothing. Records built this way hold up wherever performance comes under review, including complaints, investigations, and unemployment claims.
The individuals involved in the development and promotion of this course do not receive any compensation or financial benefits outside of their regular employment for their work on this course.
- 5 minutes
- Format: Video
- Tier: 1
- Course ID: 7485
English
Course Outline
- What Good Documentation Looks Like
- Avoiding Common Traps
- Watching for Bias
- Why Documentation Matters