Essentials of Documenting Employee Performance

The ways you document activities and interactions that occur in your department can have a significant impact on your ability to effectively manage your employees’ performance. When you complete this online session, you will understand how to properly use documentation as a performance manager. 

You will learn strategies to document behaviors and facts about employee incidents in a manner that assists in the completion of performance evaluations with accuracy and ease. In addition, the course explains which situations are most important to document formally and which are better managed informally. This is one of 9 performance management classes in the Collaborative Performance Management (CPM) program.  If you are interested in becoming part of this program, learn more on the CPM webpage.

On this page:

Learning Outcomes

  • To determine when it is necessary to document events in your workplace
  • To determine what constitutes appropriate documentation
  • Tools and tips to help you improve your documentation and ensure accuracy

Intended Audience

UB faculty and staff who supervise employees and are in charge of managing their performance.





Before You Start

- Turn on your sound
    - Please note: Not all online modules are narrated. You may only hear mouse clicks in some modules.
- Allow pop-ups if prompted or turn off your browser's pop-up blocker
- Be sure you are using an updated web browser

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Contact for Questions

Kerry Lynch.

Kerry Gangi

Program Coordinator and Communications Specialist

Organizational Development and Effectiveness (ODE)

Phone: 716-645-4459


The University at Buffalo is committed to providing reasonable accommodations to individuals with any disabilities. If you require accommodations to participate in this session, please contact Organizational Development and Effectiveness (ODE) at (716) 645-4459 or prior to attending the workshop. Please allow ample time for ODE to work with the Office of Accessibility Resources to arrange accommodations.