One of the most important aspects of managing employees is keeping careful records of their workplace performance, specifically documenting any behavioral issues that arise.
Through the documentation of policy infractions, customer service issues, or particularly meritorious acts, you’re better positioned to provide coaching and professional development opportunities. At the same time, if employee discipline or termination is due, having thorough documentation can provide you with the necessary legal cover.
With that said, there are right ways and wrong ways to approach employee behavior documentation. Here are a few guidelines for team leaders to consider.What to do1. Do articulate your expectations. Before you start
