HR documentation: A step-by-step guide


At first, HR documentation can feel like a series of tedious administrative tasks you have to do as part of running a business. However, thorough HR documentation is incredibly important to your business. This is your guide to achieve comprehensive, accurate HR documentation.

Career Coaching

Center for Coaching

Here is an example of a career coaching engagement using models, processes, and the coaching competencies. Sometimes the challenge is recognizing which role will best serve the coachee – trainer, consultant, or coach.

How to document interview feedback for your hiring team


Use our examples below when you want to coach team members to: Justify their choice to disqualify or move a candidate to the next hiring stage. Instead, use a shared document or a platform that all team members can access at any time.

‘Sales Enablement’ Is on the Rise: Different Types of Coaching to Better Enable Sales Teams

HR Daily Advisor

Today, those successful sales teams will combine sales methodology, robust content, training and coaching services, and technology to meet the needs of current and future data-driven businesses. First, let’s level set on coaching. Coaches without administrative authority.

7Geese releases manager-led 360 Feedback for better coaching


The new update was created for managers to gain wholistic feedback about their direct reports in order to have better coaching conversations. The path to having a better coaching conversation starts with one feedback survey.

Tips From A Franchise Coach: The Benefits And Challenges Of A Uniform Item 19

Forbes Coaches Council

Some franchisors do not disclose any financial performance information in their franchise disclosure document, while other franchisors include a limited amount of data.

Data 82

5 best practices for coaching frontline employees to deliver exceptional CX

Qualtrics HR

These documents should also outline some of the skills and personal qualities you’re seeking in new recruits so that the right candidates can self-select. The post 5 best practices for coaching frontline employees to deliver exceptional CX appeared first on Qualtrics.

Confidentiality What do you think? Ethical Challenges Series

Center for Coaching

A coaching client’s manager wants a full report on what is discussed during coaching sessions. They threaten to stop paying for the coaching unless they receive it. The coach has completed their coach training and is a member of the ICF and accountable to the Code of Ethics. Possible Responses: The coach explains that the information is confidential. The coach and the client co-create a report and the client gives permission for it to be shared.

Ethical Challenge: An Accusation What do you think? Ethical Challenges Series

Center for Coaching

A coach goes to their clients. The coach is coaching the client in their office and the client closes the door. The client accuses the coach of sexual misconduct. The coach denies any misconduct. The client wants to continue coaching. The coach has completed their coach training and is a member of the ICF and accountable to the Code of Ethics. The coach asks for a third person to be in the room during coaching sessions.

I have to coach a negative employee, can I recover from a terrible interview, and more

Ask a Manager

I’m supposed to coach a negative employee. I’ve documented my feedback on her for management, who agree she is the problem, but in the meantime, while management figures out what to do, I’m supposed to try and coach her. It’s five answers to five questions.

Graduates – Be a Published Author

Center for Coaching

Join CCC and author a chapter for the Coaching Perspectives book published once a year. . Coaching Perspectives. Each year the Center for Coaching Certification publishes a book in the Coaching Perspectives series.

can I fly business class while my boss is in coach, employee keeps challenging my expertise, and more

Ask a Manager

This has sometimes lead to us going back and forth about whether or not a fact is a fact, even when I have records or documentation that prove I am correct, because he can’t accept the possibility that he might be wrong. Can I fly business class while my boss is in coach?

when you’re accused of plagiarism, parents who won’t turn over their kids’ identity documents, and more

Ask a Manager

One of our students had to order their birth certificate and order a replacement social security card because their parents wouldn’t give up the documents. One student didn’t have the funds to purchase a birth certificate, and his mother refused to mail him any of his documents. We will hold a position open for only a week awaiting documentation; otherwise I’ll hire someone else because we cannot wait two to three weeks. Was this job coach’s advice good?

Facilitating Learning and Results

Center for Coaching

Because coaching is for creating meaningful change, coaching certification is a must to gain insight and techniques to support the application of these coaching competencies. Complete tasks during the session including creating documents, writing, researching, organizing, etc.

Behavioral Action Plan: Coaching Your Client to Success

Extended DISC

Coach your client to think of adjustments they can make to achieve a goal. Have your client keep a journal to document when they adjusted their style, what the outcome was, good or bad, and how to improve further. The post Behavioral Action Plan: Coaching Your Client to Success appeared first on Extended DISC. What’s the next step now that you’ve reviewed your client’s DISC report or Sales Competence Assessment?

How to Provide Targeted Coaching with Private Notes


For example, you can document: Strengths Interests Challenges Updated roles & responsibilities Personal preferences & insights While it’s important to remember what was discussed in your meeting last week, it’s also essential that your notes help you to keep up to date with changes over time. Keeping in mind, that as your team members grow and develop, their coaching needs will also evolve.

The Future of Performance Reviews

HR Ringleader

Reviews are often used to specifically counsel people out and provide the documentation to back up the decision. A question that I’ve wrestled with as a HR practitioner over the years, and one I am often asked about now, is what is the value of performance reviews.

coworker is bringing daily gifts to our team lead, coaching a combative employee, and more

Ask a Manager

She’s had documented attendance and performance issues and has been placed on a PIP. Coaching a combative, negative employee. coworker is bringing daily gifts to our team lead, coaching a combative employee, and more was originally published by Alison Green on Ask a Manager. It’s five answers to five questions. Here we go…. Coworker is bringing daily gifts to our team lead. My coworker and I have a situation we were hoping you might be able to give us some guidance on.

How Diversity Boosts Business Performance


To learn more about how diversity coaching can take diverse teams to the next level, watch for our follow-up post next week. Workplace Diversity coaching diversity

3 Tips to Inspire and Motivate Employees During Performance Reviews


CaliperCorp shows you why coaching is the way to go. Continuous conversations also ensure that feedback happens in real-time, and provides an opportunity for regular documentation to refer back to in future conversations. Coach and support them. Coaching & Development

New Year and a New Administration but the basics still apply

OmegaHR Solutions

Coaches teach players, yet in business we expect supervisors, managers and even employees to learn the rules by themselves. Documentation. The basic of basics in good HR is good documentation. Nothing gets proven in a court of law without good documentation.

Getting Virtual Teams Right

Conversation Matters

Establish peer coaching meetings to help the team problem solve and improve their skills. Bring together sub-teams or create coaching teams drawn from all the sub-teams. It’s easy to set up a virtual team, but hard to get it right.

Lowering Costs and Staying Safe: Employees on the Road

HR Daily Advisor

Require that the least expensive coach fare be used for every trip. Eliminate extensive documentation and costs by reimbursing employees for business travel car expenses at a rate below or equal to the rate allowed by the IRS; 2016’s rate is 54 cents per mile.

Are You at The Tipping Point??

Thrive Global

There are a number of resources available to customize the document for your industry, product or service. It becomes a “living document,” revised or amended based on market conditions, sales opportunities and the personal goals and objectives of the business owner.

Avoiding Turnover in High-Performing Salespeople


Just because a candidate exhibits the right personality traits doesn’t mean they will perfectly adapt to the role without additional coaching and development. Coaching & DevelopmentThe average annual turnover rate for salespeople is 20%.

Wondering How to Engage Employees? Here’s the One Thing You Must Do


brief, regular “check-ins” with employees to compliment them on achieving small wins or providing constructive coaching when needed) and limiting formal feedback to your company’s scheduled review or evaluation period.

Retirement Options – Beyond the Dollars and Cents of Retirement Planning

Career Partners International

World-class coaches analyze these results to help guide participants through a planning process to design and prepare for their desired retirement. Through individual coaching sessions, participants can understand their unique assessment results and identify areas driving any shortfalls. With all documents and assessments available on a custom mobile-friendly portal, retirement planning and coaching can take place anywhere in the world.

Is Corrective Action a Death Sentence?

The HR Capitalist

Corrective Action is a formal process where you tell an employee, usually in a written document that is delivered in a formal meeting with a witness - that their performance is below standards and unless they improve, they likely will be removed from the company in time.

5 ways talent management software can eliminate performance review mistakes

HR Morning

To be effective, performance should be well-documented. The software also has compliance protocols for documentation, reporting and auditing. No coaching and training. And the benefits of coaching aren’t just for employees.

5 Tips for Hiring and Managing “Twenty-Somethings”

HR Daily Advisor

A whole industry has sprung up around helping job seekers shape resumes and cover letters to conform to keyword searches, and they are seldom written by the applicants themselves, so you’re often looking at a product rather than at a document that gives insight into the person’s potential.

5 Key Components of Any Successful Performance Management Process

HR Bartender

Performance management is a way to provide feedback, accountability, and documentation for performance outcomes. Even organizations that are “ditching” the annual review aren’t abandoning accountability, feedback, and documentation. Feedback and Coaching.

5 ways talent management software can eliminate performance review mistakes

HR Morning

To be effective, performance should be well-documented. The software also has compliance protocols for documentation, reporting and auditing. No coaching and training. Performance reviews where employees are told that they’re under-performing or not making progress may actually be an indication that the company lacks proper coaching and training. And the benefits of coaching aren’t just for employees.

Lighten the load

HR Times

Managers whose span of control is too narrow are often serving as “player-coaches” who micromanage or perform the same work as their employees. As used in this document, “Deloitte” means Deloitte Consulting LLP, a subsidiary of Deloitte LLP.

Accountability Isn’t About Putting Things in Writing

HR Bartender

The article outlines how to use management involvement, goal setting, learning and development, feedback and coaching, and ongoing conversations to improve performance. However, the crux of the situation is my senior leadership wants no formal documentation of conversations.

Bookmark This! Resources to Develop HR Competencies

HR Bartender

Let me share three ways that I would use these documents: Don’t make assumptions about your level. However, these guides were developed for a mass audience so there are activities in the early career document that apply to everyone.

Scott Stender, B.A., O.M.

Workplace Coach

Stender’s professional coaching style lends most closely to transformational leadership where he leverages his degree in Organizational Management. His ability to get to the heart of the matter, within minutes of his coaching sessions, has given him great success with the ability to quickly see results in the professionals he coaches. Contemporary training topics including: communications, documentation & retention, organizational strategy, and customer service.

8 Best Practices for Managing the Late Employee

Tandem HR

Document each instance of tardiness and the reason the employee was late. If you could benefit from additional HR support or management coaching, contact Tandem HR today. BLOG HR support management coachingManaging the Late Employee.