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Documenting Performance: Documentation Do’s and Don’ts

In this elearning course, Documentation Do’s and Don’ts, we will cover the important topic of documenting an employee’s performance. We will discuss why creating a history of events and decisions over an employee’s appointment is critical for multiple areas: EEO complaints, information requests, unemployment hearings or grievances. You will learn tips on keeping notes that are truthful and accurate, to apply policies and standards consistently, to avoid the halo vs. horns effect, and understand why your documentation should not include impressions or personality traits.

Part of the series, Documenting Performance, this course includes a video lesson, downloadable student materials and a short online quiz to check your comprehension.

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