Performance Management & Documentation

Documenting performance can be a company's best defense against retaliation claims. And when done correctly, appraisals and reviews can help management engage and retain top performers. We can help you prepare for an appraisal, assess an employee's performance fairly and deliver the evaluation.

How to Document

• Be timely – don’t try to “build a case” after the fact;
• Stick to the facts; What you see or hear - what would be on a video tape;
• Include the full story; be accurate and specific;
• If handwritten, write legibly in ink;
• Sign and date all documents;
• Document consistently.

Documentation Outline

• State the job performance problem – be specific.· What is the problem? When did it first occur? How and when has this been previously addressed?
• What effect has the problem had? On you, the company, co-workers?
• What changes need to take place? Be Specific!
• What are the deadlines? Be Specific!· When (and how) will the outcomes be accomplished?
• What are the consequences? Be Specific!· State clearly, especially if termination is a possibility.

Need more specific help? Ask your HR Expert.