Good documentation protects your business and your employees — but most managers were never taught how to write it well. This guide gives you a simple, repeatable method for capturing what happened, clearly and objectively, every time.
What's inside:
The FACT Method — a 4-part framework for writing strong documentation
Weak vs. Strong documentation examples, side by side
Coaching vs. Discipline — how to tell the difference and document each correctly
Documentation Do's and Don'ts
A fillable Conversation Planning Worksheet
A "Before You Close the File" checklist
General informational resource. Not legal advice — review and adapt for your state and local requirements.
Also available in the Complete HR Toolkit Bundle — get all 4 toolkits for $59.99 (a $20 savings over buying individually).
Handling this on your own, but want an HR professional in your corner as things come up? Learn more about ongoing HR support with a [VeltrixHR Retainer →]
Good documentation protects your business and your employees — but most managers were never taught how to write it well. This guide gives you a simple, repeatable method for capturing what happened, clearly and objectively, every time.
What's inside:
The FACT Method — a 4-part framework for writing strong documentation
Weak vs. Strong documentation examples, side by side
Coaching vs. Discipline — how to tell the difference and document each correctly
Documentation Do's and Don'ts
A fillable Conversation Planning Worksheet
A "Before You Close the File" checklist
General informational resource. Not legal advice — review and adapt for your state and local requirements.
Also available in the Complete HR Toolkit Bundle — get all 4 toolkits for $59.99 (a $20 savings over buying individually).
Handling this on your own, but want an HR professional in your corner as things come up? Learn more about ongoing HR support with a [VeltrixHR Retainer →]
