performance evaluation

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performance evaluation

Career Audits: Does the Job Work for You?

Every year, you probably receive (or help write) your performance evaluation. But have you really evaluated your job lately? Doing a “career audit” is a way of asking yourself: How is my position actually working for me? We talk you through the questions you need to ask yourself.

When promotions are on the line, follow your criteria and beware supervisor bias

When promotion processes bypass qualified candidates, discrimination lawsuits are almost sure to follow. That’s because employees can easily poke holes in complex candidate-ranking systems, and supervisor bias emerges when promotions are on the line. If you have set criteria for promotions, make sure you follow your own rules.

Keep memos, other documents leading up to discipline

You never know which employee is going to be the one who will sue over discipline. But one thing is certain: When she does, you’ll need every bit of documentary evidence you can find to justify your decision.

Use encouraging, fair—and honest—appraisals when coaching newly promoted employees

Not every employee who earns a promotion will be successful at the new job. While you certainly want to do everything possible to allow the employee to thrive in the new assignment, you’ve also got to be practical. When you conduct those initial performance reviews, consider the possibility that the employee will ultimately fail. Here’s how to encourage success, but plan for potential failure:

Labor alert! The NLRA can apply to nonunion employers, too

You’re probably familiar with the legislative fight brewing over the proposed Employee Free Choice Act. That debate has spotlighted a fact many employers don’t realize: Nonunion employers must comply with requirements of the National Labor Relations Act. To help you comply, here are the major traps to watch for:

Can you muzzle employees who compare their paychecks?

It's no secret that employees gossip about pay. And it's no secret that those conversations often cause resentment and tension in the workplace. Wouldn't it be great if you could forbid employees from discussing compensation? Don't even think about it until you've read this comprehensive guide to the requirements of the National Labor Relations Act.

Playing favorites: How to avoid unintended partiality in decisions, reviews

Do you “play favorites” with certain employees? Most managers would probably say “no,” but people often harbor unconscious perceptions that can influence day-to-day decision-making and job reviews of the employees they manage. Several factors unrelated to employee performance can impact evaluations conducted by managers.

Why managers play favorites—and how to spot it

Do you "play favorites” with certain employees? Most managers would probably say “no,” but people often harbor unconscious perceptions that can influence day-to-day decision-making and job reviews of the employees they manage. Several factors unrelated to employee performance can impact evaluations conducted by managers.

Discipline only after documenting work slippage

Sometimes, it takes a new manager or supervisor to see how poorly an employee is performing. If an employee who has been getting good reviews suddenly appears to slump under new leadership, don’t jump the gun and discipline the employee right away. Here’s a better approach ...

Make sure your promotion process gives all qualified candidates enough time to apply

Supervisors who want to hand-select a particular employee for a job may be tempted to play fast and loose with the company promotion process. Watch out!

No evaluations? You could be called 'Out!'

The recession has put the brakes on pay raises in many workplaces. But too many employers have halted performance reviews at the same time. That’s a major mistake. Reason: Discharged employees who sue will have a much easier time getting to a jury trial if you can’t produce evaluations that back up your stated termination reasons.

So long, Brett: Ex-Jet Favre's ROI among lowest for QBs

Think your performance evaluations are tough? Try being an NFL quarterback. Bizjournals ranked all 36 NFL quarterbacks who threw at least 160 passes during the 2008 season to see who delivered the most bang for the buck. Last season’s New York Jets QB Brett Favre placed 34th out the 36 signal callers rated.

Congratulations, you beat the EEOC! Just don't expect to recover attorneys' fees

It’s one of the sad realities of today’s litigious world: Even when you win a lawsuit, you’re seldom able to recoup all your legal fees unless you win big. That’s true even if your opponent is the EEOC and it’s clear it didn’t have much of a case to begin with.

Fire offender to decouple discrimination, employment action

Remind upper-level managers: When a supervisor or mid-level manager makes comments that could be construed as racist or religiously motivated, it pays to act fast. In fact, firing the responsible manager sometimes can be the best way to go. That way, if the employee he disparaged later gets turned down for a promotion or a raise, it will be much harder for an attorney to show a connection between the supervisor’s biased views and the denied opportunity ...

Limit attacks on purging records with a clear retention policy

If you develop a reasonable retention policy and follow through by regularly deleting information you don’t need, chances are an employee later won’t be able to say you intentionally interfered with the ability to present a legal case ...

Lessons from SHRM: Plaintiff's lawyer reveals trade secrets HR pros need to know

Want to know how to get under the skin of the lawyers who represent employees? Ask one. They won't all cop to what sinks their cases, but this one did. Learn what she fears most when staring down an employer in court.

Got a good reason to fire worker who has requested FMLA leave? Document and do it!

Some employees are under the mistaken impression that merely asking for FMLA leave means they cannot be fired. That’s simply not true. Employees who take FMLA leave don’t have greater rights than other employees.

No evaluations? You could be called 'Out!'

If your organization doesn’t have a solid performance evaluation system in place, you’re taking a high-stakes gamble you just might lose. Discharged employees who sue will have a much easier time getting to a jury trial if you can’t produce performance evaluations that back up why you terminated them.

Beware last-ditch efforts to claim FMLA leave

Sometimes, an employee whose job is in jeopardy will try to protect it by initiating a lawsuit intended to intimidate her employer. She may call in sick instead of showing up for a termination meeting, hoping to create an FMLA retaliation or interference claim. Here’s how to handle such tactics.

Offer alternatives to reporting discrimination straight up the 'chain of command'

If an employee suspects his manager of bias, you can’t expect him to go to that particular boss to make a complaint. And you can’t expect to escape a lawsuit if you discipline the employee for going around the boss to report his concerns.

Office politics: Should you play the game to get ahead?

Question: I can’t seem to get promoted, even though I am well-qualified. My performance evaluations are excellent, and I have received numerous awards. The company posts promotional opportunities so that anyone can apply, but the “winning” applicant always seems to have been selected in advance. Obviously, politics plays a great part in these selections, and I am not a political person. I do interact with people, but I just don’t do it with an agenda in mind. How can I get ahead? —  No Way Out

Conducting background checks that comply with the FCRA

Employers that hire outside firms or investigators to conduct employee investigations and background checks must make sure those vendors strictly comply with the Fair Credit Reporting Act (FCRA). Failing to do so can result in substantial legal risks, including damages, penalties, fines, punitive damages and attorneys’ fees awards.

Lawyer fired for appraisal sues for wrongful discharge

A former lawyer at Skadden Arps Slate Meagher & Flom LLP has filed a lawsuit against the law firm for terminating his employment after he wrote a performance evaluation that criticized another associate and partner.

When applicant has more experience, be prepared to justify hiring someone else

You don’t always have to promote the best educated or most experienced employee—but you must at least have a good explanation why you chose another candidate.

Insurance claims adjusters may be exempt under California law

Claims adjusters may be exempt from overtime under the California Industrial Welfare Commission Wage Order No. 4. Reason: They’re administrative employees.

The importance of initiative

America’s foremost business philosopher, Jim Rohn, says the biggest mistake people make is thinking they work for someone else, rather than themselves. When you pretend that you work for yourself, you’re more apt to take initiative. Here's why.

Can we cut the pay of a lousy employee?

Q. We conduct yearly performance evaluations, during which we review whether employees have met expectations. If an employee fails to meet those expectations, can we legally decrease the employee's salary?

Performance review samples: Any tips or recommendations?

Question: “We are in the process of conducting annual employee performance evaluations and I am hearing complaints about the form we have used for the past two years. Can anyone provide a source for performance evaluation forms?  I would like to get several samples to review so that we can select one prior to evaluation time next year.” — Pam Bowman

When recognition runs in short supply

You’re as dependable as a Swiss train: You never miss deadlines, never show up late and always complete even your worst projects ahead of schedule. In return, you’d hope management would offer its appreciation once in a while. Here’s how to get the recognition you deserve without looking as if you’re seeking attention.

Career audits: Does the job work for you?

Every year, you probably receive (or help write) your performance evaluation. But have you evaluated your job lately? Workplace coach Joan Lloyd suggests asking yourself these questions annually:

Good news for state supervisors: Immunity means no tort lawsuits

If you are a supervisor working for an Illinois state agency, there’s a bit of good news on the lawsuit front. You can’t be personally sued by an employee for exercising your supervisory functions, even if she claims your supervision amounted to intentional infliction of emotional distress.

The Dirty Dozen: Manager mistakes that spark lawsuits

Lawsuits by employees against their employers have grown tremendously in the past decade. Sometimes those lawsuits have merit, sometimes they don’t. Here are 12 of the biggest manager mistakes that harm an organization’s credibility in court. Use these points as a checklist to shore up your personal employment-law defense.

What's this I've heard about employers doing away with performance evaluations?

Q. Is it becoming a practice among employers to quit conducting employee evaluations?

As economic route turns rough, beware these 4 RIF potholes

Layoffs are in the news. With a recession looming, this necessary evil is on agendas throughout corporate America. A layoff—or RIF—is a tricky, painful process for management, those who lose their jobs and even employees who remain afterward. Here are four critical and often overlooked RIF potholes that can make the route more treacherous than it needs to be ...

Good reviews, promotions are evidence you didn't discriminate

Here’s something to keep in mind when you find yourself having to terminate an employee who may later sue for race or other discrimination. Past positive evaluations and promotions can be used as solid evidence you didn’t discriminate against the employee.

Remind bosses: No reprisals for complaining

It’s easy to understand why supervisors and managers get upset when one of their subordinates files an EEOC complaint. After all, how can you not take it personally if someone says you discriminated based on race or sex or for some other illegal reason? But the worst thing those managers and supervisors can do is punish the subordinate.

Track attitude if it's a performance criterion

Before you use attitude as one of the reasons for rewarding one employee over another, consider how you will defend that decision if another employee thinks it was based on discrimination. Here’s how to use attitude as a decision factor.

ADA: Performance and Conduct Standards

In response to numerous performance-related questions from employers, the EEOC released a detailed guide to help employers apply performance and conduct standards to employees with disabilities. Here’s a summary of the EEOC’s recommendations.

Fired? Laid off? Never saw it coming?

You’ve been fired, laid off, rendered redundant. Yet, no matter what the reason you were released, you never saw it coming. Here are lessons you can learn from a job loss—or prepare yourself for that possibility—so you can more easily dust yourself off and land the next job.

Warning: Even legit firing can lead to lawsuit

You’d think terminating someone for obviously gross misconduct and behavior that was simply unacceptable would be a slam-dunk. No chance such an employee could bring a lawsuit, right? Wrong. There’s always the potential for a discrimination suit ...

Want a raise? First, figure your worth

If your performance evaluation is at least six months away, start tracking now the value you bring to your job, especially if you want a raise. That’s according to David Lorenzo, managing partner at The Gallup Organization and author of Career Intensity.

Writing performance reviews: Examples of what not to say

Writing performance reviews is one of the most legally dangerous tasks performed by any supervisor. Here are examples of the two most common mistakes — and how to avoid them ...

Document every pay decision

When you decide to give employees a pay raise—or deny them one—always document the reason. The key is contemporaneous, logical explanations. Few employees will succeed in proving that your reasonable rationale is really a pretext for some form of discrimination ...

The 7 most important steps for minimizing layoff risks

Many employers looking for ways to deal with the financial hardships of today’s tough economy are considering reductions in force (RIFs), layoffs and other forms of organizational restructuring. But how you conduct a RIF may spell the difference between a fresh start for the company and a nightmare of litigation ...

Terminations: 6 steps to ensure firing won't backfire

In most states, workers are employed on an “at will” basis, meaning they can leave the company at any time. Conversely, employers typically retain the right to terminate workers at any time for any legal, nondiscriminatory reason. Courts continue to chip away at the at-will doctrine, providing less flexibility to employers. This has led to an increase in wrongful discharge lawsuits ...

Simplify Employee Self-Reviews: A 3-Question Template

An important—but often overlooked—step in performance appraisals is to ask employees to grade themselves. But don't just give them the same appraisal form used by supervisors. Instead, use a separate form that allows them to recap their achievements, identify shortcomings and initiate discussions regarding their development.  A good self-evaluation form asks these three core questions ... 

The top 5 mistakes that lead to employee lawsuits

Failing to effectively communicate with your employees isn’t just bad for business. It also can create a work environment that’s ripe for legal trouble.

Take responsibility for preventing harassment, discrimination

It isn’t enough to fix discrimination and end harassment when you find out about it. Under California’s Fair Employment and Housing Act (FEHA) your organization has a duty to prevent it ...

The 6 Kinds of Terminations ... And 6 Corresponding Ways to Avoid Being Sued

Employment terminations fall into several categories. Whether the situation involves new hires who didn’t work out, firings for cause or performance issues, or voluntary resignations, terminations often lead to litigation. For each type of termination, there are some common ways employers can make sure they can defend themselves if challenged ...

Paper evaluations? Switch to software to limit subjectivity

There’s no such thing as a completely objective performance evaluation. It’s impossible to totally eliminate manager subjectivity. That can become a legal problem when, for example, a poorly rated employee is promoted over a minority. Increased subjectivity is one of the main reasons employers should consider turning to performance evaluation software ...

Tap into the lawsuit-saving power of self-reviews

When an employee sues over an alleged discriminatory firing, courts typically make a beeline for one piece of evidence: the employee’s performance evaluation. The problem: Supervisors are notorious for giving overly kind evaluations, even to poor performers. That’s why it’s wise to get another opinion: the employee’s own ...

E-Mail to HR: How Should We Fire the Old Bat?!

I thought we’d all learned our lessons from misguided politicians and CEOs to quit exchanging e-mails that are loaded with evidence of discrimination. Apparently for some, the lesson isn’t over until it’s learned the hard way …

How to pitch a flexible schedule

When Debi Hochestetler's son started having trouble at preschool, she realized it was time to talk to her boss about a flexible schedule.

Carrot or stick? Motivating managers to finish reviews

HR can waste lots of time and energy hounding supervisors to complete their performance reviews. Choose the best mix of incentives and penalties to inspire managers to do reviews right and on time ...

Honesty is the only policy when it comes to perfomance reviews

Question: Employers often feel cornered when poor-performing employees take job-protected FMLA leave. Can you terminate such employees while they’re out on leave? It often comes down to one question: How well have you documented the poor performance? …

Updating job descriptions

Q. Several of our job descriptions have not been revised in decades. What type of information should we include in the updated descriptions? ...

Building case for firing employee is OK—If it's legitimate

By all means, supervisors and managers should build a strong case for discharging a poorly performing employee before issuing a pink slip. However, they must make sure their motivations for compiling a record of poor performance are legitimate—not just fishing expeditions designed to look for excuses to fire ...

Use performance evaluations to pinpoint problems—And follow up

There’s no point in completing performance evaluations and suggesting areas in which employees could improve if no one follows up. The best approach is to schedule an interim review for an employee who needs improvement. Then tell him what he needs to do before the next review ...

Fire away … but be prepared to defend terminations

Employment terminations fall into several categories. Whether the situation involves new hires who didn’t work out, firings for cause or performance issues, or voluntary resignations, terminations often lead to litigation. For each type of termination, there are some common ways employers can make sure they can defend themselves if challenged ...

How should we go about choosing HRIS software?

Question: "We’re in the process of looking for human resource information systems (HRIS) software. We need to track training, salary increases, EEOC data and performance evaluations among other things. Any suggestions on what to look for? What type of HRIS software do you use? Would you recommend it? What about cost? Is off-the-shelf software adequate, or is it better to have it customized?"—Hilda, Florida

Objective evaluations get lawsuits dismissed

The quality of your performance evaluation process—whether it is objective or subjective—can determine how a discrimination lawsuit turns out. Handle evaluations improperly, and a case can linger for months. Do it the right way, and the case may be dismissed immediately ...

Put a lid on workplace trash talk that demeans women

The 11th Circuit Court of Appeals has just expanded employee rights in alleged sexual harassment cases. The court has ruled that sexually explicit language that tends to demean women can be the basis of a sexual harassment and hostile work environment claim even if the language is not aimed at a particular woman ...

Top 5 mistakes employers make and how to avoid them

Poor communications with employees isn’t just bad for business. It also creates a work environment that’s ripe for legal trouble. Stay out of the courtroom by taking time to explain your actions and make the workplace seem rational to employees. Here's how.

Serial complainer? She probably can't show retaliation

Employees who file discrimination complaints can claim retaliation if they can show that their employers took actions that would dissuade reasonable employees from complaining in the first place. But employees who constantly file complaints probably won’t be able to show retaliation for all but the most egregious punishments. Here’s why ...

Spa manager's personal style rubbed staff the wrong way

Lisa Cristia worked as a massage therapist and later as a department manager for Red Door Spa in Chicago. She was fired for breaching the company’s rules of conduct, including using her position as a manager to coerce and harass employees. Cristia sued, alleging disability discrimination ...

In discrimination cases, don't bet on Round 1 knockout

Discrimination cases typically have two stages. First, the employee must show that he is a member of a protected class, was qualified for the job he held, suffered an adverse employment action and a similarly situated person not in the same protected class was treated more favorably. Some federal trial judges recently construed the “similarly situated” standard very restrictively ...

All by itself, a lower evaluation score isn't retaliation

Nowadays, many employees who file discrimination complaints follow up later with retaliation claims. That doesn’t mean employers have no power to manage the workplace after an employee files a discrimination complaint. The key is to be levelheaded, reasonable and fair, especially at evaluation time. You aren’t required to reward discrimination complaints with inflated evaluations ...

How do I say ‘No’ and still be a team player?

Question: “I am part of a team of assistants for a dozen bosses.  We all sit near each other with a lead member, an intermediate and a junior.  I am the junior member.  The intermediate member acts like she is very busy with her assignments, however, she constantly asks me to take over her tasks because she states that she is too busy.  I have plenty of assignments myself, but I am hungry to learn more.  So I have accepted some of these requests.  It is becoming burdensome to continue picking up her work.  How can I communicate this to her without sounding like I am not a team player?” — Jeani Easterly

Morgan Stanley to pay $16 million

A California District Court has given preliminary approval to a proposed $16 million settlement by Manhattan financial firm Morgan Stanley with a group of black and Latino financial advisors in its global wealth-management group ...

Include staff self-Assessment in evaluation process

When an employee sues for an alleged discriminatory firing, the court will want to see the employee’s evaluation. A sterling evaluation and high praise quickly cast doubt on a termination supposedly based on poor performance. How, then, can you encourage honest evaluations? Have employees identify their own weaknesses and address those in their performance evaluations ...

Contract disclaimers in handbooks preserve at-Will status

While employee handbooks are essential, be careful. If they are worded improperly, they can tie employers’ hands—and may even create employment contracts that remove the at-will status that allow employees to be terminated for any legal reason ...

The NJLAD's fee-Shifting provision: A ray of hope for employers

Harassment and retaliation claims are on the rise in workplaces across the country. Some cases are legitimate, but many are not. They’re brought by employees seeking to have a court rule on trivial workplace disputes that have no sufficient factual or legal basis. Now there’s a ray of hope for employers that have been victimized by such frivolous lawsuits ...

Court finds Hillsborough County did not discriminate

 A counselor for the Hillsborough County Children’s Services Department (CSD) lost her disability discrimination case against the county in U.S. District Court for the Middle District in Tampa ...

Secret to winning lawsuits: Track all progress, discipline

The time to prepare for a discharge lawsuit is long before it’s filed. Know that someday, someone will sue you. Prepare accordingly. You won’t know who will sue, or what protected class they will belong to, so you should cover all your bases. That means tracking the progress of every employee and every disciplinary action you take, no matter who the employee is ...

Don't assume—It's up to employee to raise disability issues

Do you suspect an employee may have a mental or psychological disability that may need accommodation—even though he hasn’t mentioned it? Tread carefully. If you assume the employee is disabled and he’s not, he’ll be able to sue you for regarding him as disabled. Here’s the best way to handle the matter ...

Use two-Pronged approach to protect against harassment

Sexual harassment cases continue to plague employers. Whether the harassment allegations involve a co-worker or a supervisor, the bottom line is simple: You need a two-part defense ...

My new job is overwhelming: How do I handle it?

Question: “I was offered a promotion seven months ago to a newly created position with new responsibilities and a salary increase. Originally, five people did the job, and now it is just me. One area is very fast-paced and involves registering patients and answering a constantly ringing telephone with people wanting appointments. The second area involves faxing patient documents. The third area involves detailed billing responsibilities. I can accomplish all three roles, but I’m not doing it efficiently. I recently received a good evaluation and another salary increase.

I feel overwhelmed and that I am never completely done. I have spoken to my supervisor about the magnitude of the job. The response was ‘I understand and I will see what I can do.’ How should I handle this? Should I move on? Am I not giving myself enough time?”— LEW in crisis

NY Education Law gives school employees just one year to sue for discrimination

Good news for public school employers: Employees who allege they have been discriminated against under the New York Executive Law have just one year to start litigation—as specified in the New York Education Law. Most other employees have three years to mull over their lawsuit options ...

Employees have no right to change duties to fit beliefs

Employers can’t discriminate against employees because of their honestly held religious beliefs. On the other hand, those religious beliefs don’t give employees the right to alter their jobs based on those beliefs. This is especially true for public employees who might expose their agencies to First Amendment establishment clause litigation ...

Commissioner denies former aide's sexual harassment charge

Alyssa Ogden, former aide to Hillsborough County Commissioner Kevin White, says she was fired because she rebuffed numerous sexual advances since she joined White’s staff in April of 2007. She filed an EEOC complaint ...

Require HR review of disciplinary records before discharge

Nothing will send a discrimination case to trial faster than obvious unequal treatment of employees. That’s why it is important to have someone in HR do a complete review before the company discharges someone for poor performance or rule violations ...

OK to consider ambition when selecting who goes, who stays

If your company’s business strategy includes promotion from within and constant innovation, unambitious employees may serve as poor role models. You may, in fact, want to ease them out in favor of new employees. Before you do, consider ways to light a fire under the feet of complacent employees. Here’s why this is crucial ...

How do I create industry standards for administrative support staff?

Question: “I have been asked to locate or create industry productivity standards for my administrative support staff. How do I measure productivity for people whose job duties change daily?” — Jennifer Woodson

Aging work force requires vigilance against discrimination

As baby boomers age, more Americans say they expect to keep working longer than their parents did. That means more older job applicants—and more age-related lawsuits. Defend against this coming onslaught by taking extra care to document your disciplinary decisions to make sure age isn’t a factor ...

Will Isiah Thomas verdict open sex harassment floodgates?

You probably heard about last month’s big $11.6 million sexual harassment verdict against former basketball star and New York Knicks coach Isiah Thomas. The bad news: Your employees heard about it, too … and it planted a seed in their minds. Will they see your organization’s pockets as the path to a similar windfall? ...

How should I handle a boss who flip-flops back and forth on issues?

Question: The company I work for had an office/staff restructuring about a year ago. I was hired as the office administrator. My boss is also new. He tells me that as an administrator, I should administrate. When I do, he doesn’t back me up and inevitably he goes in the opposite direction and has me jump through hoops only to end up right back where I started.

I’ll say, “the sky is blue.” He’ll say, "No ... the sky is green, and why don't you study up on the green sky and get back to me on why it is green." Then he’ll come back a week later and say “the sky is blue” and a week later ask me how the “green sky” is going.
How should I tactfully and professionally tell him I’m frustrated and it affects the way I get things done? I am very confident in how I do my job, but to be honest, there are times when I'll question if the sky really is green. —  Paula

Performance appraisals help in court as well as on the job

Performance appraisals are valuable tools to help put struggling employees back on track. But a low rating also can spur poor performers to consider legal action: Many discrimination suits have been launched on the wings of a poor performance appraisal. Fortunately, employers with solid appraisal systems usually have built-in defenses against such charges ...

Good and accurate records key to winning lawsuits early

The sooner you resolve lawsuits, the better. That’s why it’s important to anticipate problems and plan for them. Take, for example, employee records. If you can easily produce statistical information on the race, sex, age or other protected characteristics of your employees, you often can persuade an attorney fishing for a lawsuit that the waters are empty.

Occasional crudeness doesn't add up to sexual harassment

Everybody knows the workplace is supposed to be free of all forms of harassment. Everybody also realizes that’s the platonic ideal. The good news is that, with vigilance, you’ll protect your organization from sexual-harassment lawsuits because any harassment that surfaces won’t be pervasive and severe ...

Will the Isiah Thomas verdict open the sexual-harassment floodgates?

You’ve probably heard about this week’s big $11.6 million sexual harassment verdict against former basketball star and New York Knicks coach Isiah Thomas. The bad news: Your employees heard about it, too … and it planted a seed in their minds ...

False move can revive expired claim—As retaliation

Employers nationwide breathed a sigh of relief when the U.S. Supreme Court recently ruled that employees must promptly bring discrimination claims. But the decision in the Ledbetter case isn’t as simple as press coverage may have suggested. In fact, any move a supervisor makes that could be interpreted as retaliation for the earlier, expired claim may be seen as retaliation for earlier complaints ...

Train managers: Sexual-Orientation comments are off limits

The California Fair Employment and Housing Act bars employment discrimination based on sexual orientation. In fact, the law clearly states, “Freedom from employment discrimination on account of sexual orientation is a civil right.” Make sure supervisors know: Comments about an employee’s sexual orientation simply aren’t appropriate in the workplace. They’ll lead to trouble ...

Any system to track performance appraisals?

Question: “I need to set up a scheduling/tracking calendar for conducting performance appraisals, so I’ll know when each employee’s appraisal is due. Any ideas?” —Anonymous

Discrimination, harassment, retaliation cost LAFD $6.2 million

A California Superior Court jury recently awarded a city firefighter $6.2 million in a lawsuit claiming race discrimination, sex discrimination, harassment and retaliation under the Fair Employment and Housing Act ...

Evaluating employee performance without creating legal liability

Performance evaluations are important tools to help employers gauge whether employees are performing at expected levels. They can help organizations spot talent and leadership potential, while identifying areas where employees need extra training and support. Evaluations also can protect employers from frivolous lawsuits filed by employees who claim they’ve been demoted, fired or otherwise unfairly treated when the real reason was poor performance ...

Will Congress give workers more time to file discrimination claims?

The House voted last week to reverse a three-month-old U.S. Supreme Court decision that set a strict time limits for filing pay-discrimination claims. Do you have to worry about this bill winning final approval? Here's the answer ...

If disability affects performance, demotion may be in order

Disabled employees are entitled to reasonable accommodations, including the elimination of nonessential functions. But what if an employee is functioning at a lower level than the job requires? ...

Business as usual still the rule after employee complains

Has an employee filed an EEOC discrimination complaint? If so, you should know that his or her attorney has probably encouraged that employee to look for any sign of retaliation—like a lowered performance evaluation, a demotion or closer scrutiny. Often, attorneys want to bolster their clients’ claims with tales of retribution. That doesn’t mean you should change the way you treat the employee ...

Warn managers not to advise employees on litigation

Too many managers and supervisors offer unsolicited advice to employees who’ve filed discrimination complaints. The suggestions usually include being more of a “team player” and “not rocking the boat.” Tell managers such “helpful” career tips can backfire badly ...

Good evaluation, raise don't invalidate retaliation claim

Ever since the U.S. Supreme Court made it easier to charge retaliation for complaining about alleged discrimination, the courts have been flooded with new cases probing the limits of the ruling. The new test is whether an employer’s action would “dissuade a reasonable worker from making or supporting a charge of discrimination”...

It pays to hear both sides of the story before a firing

If your organization is like many, someone in HR ultimately decides whether to terminate an employee for poor performance based on supervisor recommendations and supporting documents, such as performance reviews. That can spell trouble if there’s more going on than meets the eye ...

Even Years Later, 'Getting Even' Can Still Be Retaliation

Title VII of the Civil Rights Act makes it illegal to retaliate against employees who complain about discrimination. Ordinarily, employees must show a strong time-related connection between their initial complaint and the alleged retaliation. However, employees can file years later if they can show that the individual who allegedly retaliated waited until he was in a position to order a payback ...

Carrot or stick? Motivating managers to finish reviews

HR can waste lots of time and energy hounding supervisors to complete their performance reviews. Choose the best mix of incentives and penalties to inspire managers to do reviews right and on time ...

Block firing-Bias charge by documenting business reason

Several statutes protect pregnant employees from discrimination and retaliation. But those laws don't guarantee employees' permanent job security ...

Inheriting staff? Setting higher standards is perfectly legal

If you’re part of a new management team bent on improving overall performance, don’t let lawsuit fears keep you from imposing higher standards on inherited staff ...

When (and how) can Pa. employees peek in their personnel files?

The Pennsylvania Inspection of Employment Records Law guarantees employees the right to view their personnel files at work ...

Deciding on promotion? Purge file of prior litigious actions

When it’s time to decide on promotions, do you send employees’ personnel files over to a supervisor or hiring committee to help make the decisions? Make sure the files don’t contain references to past discrimination claims or investigations. Otherwise, you could be inviting a passed-over candidate to sue for retaliation ...

Performance-Based Pay Cuts: Legal, not advisable

Q. We do yearly performance evaluations, during which we review whether employees have met the expectations we laid out during the previous review. If these expectations were not met, can we legally decrease the employee's salary as punishment? —A.L., Iowa

Tune THIS in! RadioShack manager's "concerns" create ADA liability

Since when is a manager’s mere “concern” over a disabled employee’s ability to do the job enough justification to terminate? Try never. In the dictionary, “concern” is synonymous with “worry” and “fear.” So, a manager who is wringing his hands with potential concerns about an ADA-protected employee’s performance may soon have bigger things to be concerned with ... like a federal lawsuit.

Essential Topics in Employee Handbooks

HR Law 101: Your employee handbook should include statements on these topics: a welcoming letter from the CEO, rules and procedures, your employment policies, compensation and benefits, safety and health rules, an affirmative action statement and an acknowledgment receipt form ...

Limit Employee Access to Personnel Files

Q. I keep on file each employee's application, résumé, performance evaluations and any other praise or disciplinary records. Do I need to provide my employees with access to their files? And, if so, do I have to show them everything? —S.K., New Hampshire

State Laws Govern Access to Personnel Files

Q. What's the law on letting employees review all their personnel files? Can we prevent it? —J.S., Utah

Promote staff volunteerism, but not for firm's benefit

Q. Our CEO just implemented a new employee evaluation goal based on their volunteer work throughout the year. The more they volunteer, the higher the points they receive on their review, ultimately increasing their salary. Can we do this without risk? —T.M., Maine

Supreme Court preview: More pay-Bias lawsuits coming?

When the U.S. Supreme Court opens its new term on Oct. 2, look for a clear theme to the employment-related cases it has chosen to address: the Civil Rights Act of 1964 ...

Upcoming Supreme Court ruling could open floodgates for pay-Bias lawsuits

Hold onto those performance evaluations and internal memos that justify pay decisions a little longer. This is not the time to do a massive purge of employee files. Reason: An important U.S. Supreme Court case will decide how much time employees have to file charges alleging pay discrimination ...

References, Background Checks

HR Law 101: Make it your policy never to hire a candidate without a reference/background check. Your organization could be held liable for “negligent hiring” or “failure to warn” should the employee turn violent on the job. If the employee’s past history would have revealed a problem but you didn’t spot it because you didn’t check, the courts will say you “should have known.” Your firm not only might have to pay damages but also would suffer a loss of reputation ...    
 

 

Pennsylvania Law on Inspection of Employment Records

In Pennsylvania, employers must allow employees (or their designated agents) to inspect their personnel files upon reasonable request. The law applies only to actual employees, not to ex-employees or applicants who want to look at their application files ...

Sample Policy: Peformance Reviews

How to get people to read the company newsletter?

Question: I am the executive assistant of a medium-size, 24-hour-operation, family-run healthcare company; this is my eighth year of working here.

Recently, the HR manager and I decided to change the format and distribution process of our corporate newsletter from once a week to once a month and from offline (print copies) to online (as all of our employees now have e-mail accounts). We've found that this saves paper, time and money for the company and that many members of management prefer to receive it this way.

We've also upgraded the quality, going from a two-page black & white publication with ho-hum, everyday news to a snazzy-color Microsoft Publisher newsletter complete with insightful articles about employees (including a monthly spotlight feature), corporate teamwork (quoted articles from sites like monster.com), and, of course the regular content (anniversaries, employees of the month, notes from the different divisions announcing meetings, kudos for a job well done, etc.).

We've also posted the newsletter on our Web site and e-mail out a link to all employees so they can read it whenever they want or download copies. Employees get every-day access to their e-mail accounts both at work and via Web mail when home.

The problem is, despite all our efforts, we've gotten the impression that no one is reading it. It's really important that people DO read it because it contains important information about mandatory procedure changes, meetings and the like.

Management wants the newsletter to keep being published, and we enjoy putting it together. We've tried putting in a monthly contest to get people to read the newsletter all the way through, but the rate of response is tremendously low, and we're finding that many people simply aren't checking their e-mail.

Short of going back to print copies (which we've left out for people to read ... which just get left out), and stuffing 250 copies of the newsletter into 250 paychecks once a month, what other ideas have other admins come up with to interest people in reading your corporate newsletter?

Feedback is much appreciated!  -- Frustrated in Upstate N.Y.

Should length of employment be considered?

Question: Recently, we rearranged various departments within our small company due to workload.

One department in particular has had one person handling it very well for about four years. The person has been with the company for eight years.

We now have restructured this department to have two employees working together to handle the increase in work.

The person moving into this second position has been with the company for 17 years and has been in many different departments over those years. This individual is a good, loyal, committed worker but works at a slow pace, having performed well in some positions and struggled in others.

The department procedures have been rethought, and both individuals will be doing the same job, providing coverage for when either one is out of the office. No seniority has been created for this department. Both have the same job title.

They are team players and have worked well together in the past. We believe both can handle the department's new format.

Does anyone have any suggestions on how to handle compensation for these individuals? Length of time with the company and length of time in this particular department pose challenges: The 17-year employee recently requested a raise in pay beyond her normal review using her length of employment as the reason.

Should length of employment be considered when determining compensation, or should performance in the position be the primary consideration?  -- DFL, Pennsylvania

Monthly meeting of admins a good idea?

Question: I wish to start a monthly meeting to include as many of the Administrative Assistants throughout the organization as possible. Does anyone have any hints on if monthly meetings are a good idea, if one hour is enough time, etc.?

I envision these meetings not only building relationships among all the assistants, but also giving all assistants an idea of what each area is currently working on and, if they're working on similar projects, allowing them to share feedback. Also, they can update one another on any major process changes in their departments. (We have a problem with one unit deciding to disband some information that is needed for reports, not aware that other departments are counting on it all being located in one place.)  -- Wisconsin

Measurable goals for admin professionals?

Question: I'm looking for suggestions on "measurable goals" or SMART (specific, measurable, achievable, relevant and time-based) goals for administrative professionals.

Thank you!  -- Jennifer

Admin communication

Question: Has anyone put together a group program for the administrative assistants at their company to promote communication, education, training, etc? I have been asked to organize a quarterly meeting and I need a starting point. If anyone has done this and has suggestions or ideas, I would greatly appreciate the help!  -- Anonymous

Admin meeting strategies

Question: Has anyone put together a group program for the administrative assistants at their company to promote communication, education, training, etc? I have been asked to organize a quarterly meeting and I need a starting point. If anyone has done this and has suggestions or ideas, I would greatly appreciate the help!  -- Anonymous

Don't ask employees to sign away their FMLA rights

In severance agreements, employers typically require employees to sign promises not to file employment-related lawsuits. But don't try to include FMLA rights in that
waiver.
Why? A new ruling ...

Mix a sense of duty with compassion

School principal Lorraine Monroe had finished a half-hour performance evaluation when the employee stood, paused and said: “I just want to say that if you pass my classroom and see me staring out the window and not teaching, don’t be upset. It’s just that my husband stole my three children yesterday, and I don’t know where he took them.” Monroe sat the woman back down. After a long pause to collect her thoughts, here’s what she said:

Smaller raise can count as 'adverse action' that triggers lawsuit

Make sure your employee evaluation process includes clear-cut instructions and guidance for managers on how to link performance with compensation.
Reason: A new court decision says that giving employees a ...

Don't wait for a complaint to punish misbehaving staff

Issue: Some supervisors believe in a "No complaints, no problem" motto. Risk: By ignoring blatant harassment or discrimination, supervisors open the organization to "negligent supervision" lawsuits. Action: Educate supervisors ...

How to prevent growing risk of 'negligent supervision' suits

Thorough background checks can help you defeat any negligent hiring claim.
But what if applicants' background checks come up clean, yet they begin displaying troublesome behavior at your workplace. In ...

Wear kid gloves with accommodation requests; they are 'protected activity'

Alert managers that they can't demote, fire or retaliate in any way against employees simply because they ask you to accommodate their physical ailments. That advice holds true even if employees ...

When deciding layoffs, rely on several objective factors

When making the tough call about who receives a layoff notice (and defending that decision in court), rely on more than one evaluation tool.
Why? Overly rosy performance evaluations are ...

Organize your personnel files to minimize legal risks

Issue: Maintaining personnel files is a chore, but it's the most important element in defending lawsuits and regulatory claims.
Risk: Failing to organize your files correctly exposes you to civil ...

Personnel files: Organize your paper trail to minimize risk

THE LAW. Maintaining personnel files can be a chore, but it's the most important element in defending against claims from employees, ex-employees and regulators ...

Giving a bonus can cost you in discrimination case

Lisa Russell was rated "excellent" and received a bonus of $807. So what's her gripe? An African-American co-worker received a higher rating of "outstanding" and a bonus of $1,355. Russell, who ...

Simple accommodation efforts can avoid major headaches

Cathy Collings wanted to fire one of her employees, a state social worker, because he refused to license homosexuals as foster parents. The worker said that his religious beliefs prevented it. ...

Performance reviews: Cut liability, add punch to annual chore

Your performance evaluation system probably isn't "meeting expectations" and may "need improvement." One of the biggest problems: grade inflation. Managers routinely give employees higher marks than their performance warrants. As ...

Plan for legal consequences of flextime, job sharing

It's no secret that offering flextime and job-sharing arrangements can help your company retain valued employees and develop a more committed work ...

Average evaluations and lateral transfers may not be discriminatory

The Export-Import Bank reassigned several employees in the early 1990s, and Regina Brown wasn't happy about it. The 50-year-old black senior loan officer filed suit, claiming her transfer to what ...

Boss not recognizing efforts to make "real contributions"

Q. For seven years, I’ve worked for a small construction company. To ensure advancement, I attended college at night to get an accounting degree. My boss recently told me that I have not stepped up to the plate to make any real contributions.

Get involved in the “money” side of things

My boss has promoted me, and I now manage five people. He wants me to do performance evaluations, but I have no idea what these employees’ salaries are.

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