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How to Document Employee Behavior Issues

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What is the best way to document employee behavior issues?


As an HR professional or a business leader, you’ve likely heard the saying, “If it isn’t documented, it didn’t happen”. This is especially true related to managing employees and keeping careful records of their workplace performance, specifically behavioral issues. 

Documenting policy violations, customer service issues, or behavior concerns achieves two primary purposes:

1. Maintain accurate records to if there is a legal dispute about the outcome of a disciplinary or termination action; and

2. Provide coaching and professional development opportunities.

There are right ways and wrong ways to approach employee behavior documentation.

Here are 5 guidelines to consider:


Effective documentation is factual, objective, and easy for present and future stakeholders to refer back to.

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