There’s no point in completing
Then, note the results in a follow-up review, and keep a copy in the employee’s official personnel file. That way, if there is ever any question about the or the improvement plan, you will have the information ready and available.
This is especially important if an employee sues and wants to see whether he was treated differently than others with similar . You can easily justify different outcomes (demotions, transfers or discharges) based on how well employees addressed similar problems.
Recent case: Christopher Howard, who is black, worked as an accountant. He had been notified in writing five times over a two-year period that he had to quit making mistakes. The mistakes persisted, and his employer fired him for . He sued, alleging bias and said two white females had made similar mistakes but weren’t fired.
But those employees’ showed a different picture. Each was criticized for a single deficiency, and each corrected the problem by the next review. Howard did not. The court dismissed his case. (Howard v. Oregon Television, No. 07-15809, 11th Cir., 2008)
Final note: You should also tell managers and supervisors that they never should terminate or discipline an employee without written documentation. That means keeping clear and concise notes describing the problems, detailing what opportunities the employee had to correct them and explaining why the record warrants disciplinary action. Lawsuits sometimes come many months or even years later, and relying on memory is foolish.
- How to Fire an Employee the Legal Way: 6 Termination Guidelines
- 10 Secrets to an Effective Performance Review
- How to Write Meeting Minutes
- The HR I.Q. Test: August '12
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- React quickly to employee threats; don't be wedded to discipline policy
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