Coffee Talk: Navigating Leave Laws: Discipline, Documentation and Termination

13 May 2025 · 41 min
40:31

In this Ramon "Coffee Talk" webinar, moderator Christine Whitnaben leads a panel with HR advisor Barbara DiMatteo and employment‑law partner Tara Hummer to walk employers through best practices for setting employee expectations, documenting performance and behavior, investigating issues, applying progressive discipline, and executing terminations while minimizing legal risk. Barbara stresses the need for clear job, performance, and behavior expectations from day one and the manager’s duty to document every conversation, regardless of format. She outlines common root causes of poor performance and when managers should intervene. Tara adds the legal perspective, explaining how inadequate documentation can expose employers to costly claims—especially when an employee has taken protected leave or engaged in protected activity. She describes the importance of contemporaneous documentation, consistent treatment of similarly situated employees, and thorough investigations before disciplinary action. The panel then details the steps of progressive discipline (verbal counseling, written warnings, suspensions, final warnings, termination), when it can be bypassed for egregious conduct, and the need for scripts, checklists, and witnesses during termination meetings, including IT lock‑out procedures. They conclude with a template for employee counseling documents, emphasizing specific, measurable, time‑bound language, acknowledgment signatures, and the role of performance‑improvement plans. The session ends with final advice on practicing scripts, keeping termination meetings brief, and maintaining professionalism to reduce litigation risk and preserve employer reputation.

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