Protect Your Practice: My System for Documenting Employee Performance (October 15, 2026)

Managing a large team means you simply cannot rely on memory. With 24 employees, I need a system that allows me to quickly document and track everything from tardiness, call-outs and performance concerns to exceptional work, accomplishments and growth. In this video, I’m sharing the system I use to keep organized, accurate records on each employee so I’m prepared when it’s time for a performance review, raise, coaching conversation or disciplinary action. Good documentation can also be extremely important when dealing with unemployment claims, employee disputes or other employment-related issues. I’ll show you how I keep it simple, consistent and manageable—even with a large staff.

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