Documentation for Supervisors

Documentation for Supervisors 

Documentation creates a history of an employee’s employment experience and includes facts about specific employment matters such as performance reviews, corrective actions, or investigations into reports of misconduct. As a supervisor, your goal in documentation is to record information that will provide evidence of action taken. In this course, we will explore the importance of accurate documentation for important employee matters.


Hours: 1.00


Certificates provided by accrediting body (3 Match)

National Alliance for Direct Support Professional Frontline Supervisor Training


Human Resources Certification Institute


This program has been approved for 1.00 (General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute.

SHRM Preferred Provider


This course is approved for 1.00 contact hours.

Course Details

Course Code: REL-ALL-0-DOCSUP
Hours: 1
Type: Online Course
Content Expiration Date: 4/30/2022
Learning Objectives:
Describe the supervisors role and responsibility in documentation.
State the reasons that documentation is important.
List employment matters that require supervisor documentation.
Describe how to document correctly and effectively.

Section 1: Introduction A. About this Course B. Learning Objectives Section 2: Documentation Basics A. Meet John B. Why Document? C. When to Document D. Components of the Documentation E. Summary Section 3: What to Document A. Attendance B. Performance Management C. Corrective Action D. Harassment and Discrimination E. Accident / Injury Reporting F. Review G. Summary Section 4: Documentation Storage and Potential Outcomes of Having Inadequate Documentation A. Your Organization’s Policies B. “Need to Know” Standard C. Inadequate Documentation D. Review E. Summary Section 5: Conclusion A. Summary B. Course Contributors C. Resources D. References E. Congratulations!

Instructor: Denton C. Hartman, MS, NHA (retired)
Denton C. Hartman, MS, NHA, served as a long-term care corporate trainer and Director of Staff Development at a retirement community in PA that employed over 600 staff. Additionally, he served as chairman of the Safety Committee there for over ten years. Mr. Hartman is a retired licensed Nursing Home Administrator, holding a BS in Education, an MS in Administration of Residential Programs. He has many years of experience developing staff from all disciplines in healthcare settings. Mr. Hartman currently serves as an instructor of adult education at Hagerstown Community College. Disclosure: Denton C. Hartman, MS, NHA (retired) has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.
Target Audience:
The target audience for this course is: General Staff; Human Resource Professional; in the following settings: All Healthcare Settings.
Relias will be transparent in disclosing if any commercial support, sponsorship or co-providership is present prior to the learner completing the course.
Course Delivery Method and Format
Asynchronous/Online Distance Learning; please see certificate details for specifics on delivery format.
Relias has a grievance policy in place to facilitate reports of dissatisfaction. Relias will make every effort to resolve each grievance in a mutually satisfactory manner. In order to report a complaint or grievance please contact Relias.
If you require special accommodations to complete this module, please contact Relias Support by completing the web form ( or by using the chat functionality.
All courses offered by Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
Reference herein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer or otherwise does not constitute or imply any endorsement, recommendation, or favoring of, or affiliation with, Relias, LLC.
All characteristics and organizations referenced in the following training are fictional. Any resemblance to any actual organizations or persons living or dead, is purely coincidental.
To earn continuing education credit for this course you must achieve a passing score of 80% on the post-test and complete the course evaluation.
If you require special accommodations to complete this module, please contact Relias Customer Support here.