poor performance

Below you will find articles related to: poor performance

Is refusing to sign a disciplinary notice itself a reason for further discipline?

Q. We recently disciplined an employee for poor performance. She did not agree with our assessment and is refusing to sign the memo documenting our discussions. Can we discipline her for her refusal to sign this memo?

As boomers gray, Minnesota employers could see silver lining

With so many companies focused on downsizing to contain costs in a down economy, many employers have failed to prepare for a pending change that will significantly alter workforce demographics. Beginning in 2011, the first of the baby boomers will turn 65. As the rest of the roughly 70 million baby boomers follow, we’ll see a major shift in the age of our society—and our workforces. This shift will have a significant impact on employers.

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.

Intermittent leave no excuse for shoddy work

When an employee is out on FMLA leave, employers have to be careful about balancing their need for full staffing so they can get the work done and the worker’s right to take leave. If missed work poses a problem, the best approach is to focus on specific work deficiencies that aren’t related to FMLA-protected absences.

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:

Don't guess on need for FMLA leave! Insist employees follow usual notification procedures

Employees sometimes think that just calling in sick is enough to put their employers on notice that they need FMLA leave. That’s simply not the case. In the following case, the 8th Circuit concluded the new language in the FMLA means employers aren’t obligated to guess about an employee’s need for FMLA leave based on behavior.

Before firing, make sure you treated others just the same

Before you fire any employee, double-check to make sure others who performed just as poorly or made similar mistakes were also terminated. Doing so may prevent a lawsuit … or, if you are sued, at least provide evidence that you treat everyone alike.

Stop post-firing harassment suits by tracking and investigating every complaint

An employee who has been discharged may go looking for some underlying reason other than poor performance to explain why she got the ax. And she may suddenly remember incidents that now seem awfully a lot like sexual harassment. Your best defense to such charges is a robust harassment and discrimination policy that tracks every complaint.

Have solid reason before firing employee on FMLA leave

Employers can terminate employees who are on FMLA leave if the employers are sure they can later prove to a jury that they would have made the decision to terminate whether the employee took leave or not. That’s a tough burden, so you must make sure you have a solid reason—and you must document it.

Teach bosses right way to handle doctor notes

Some supervisors become visibly annoyed when receiving a doctor’s note that sets work restrictions on one of their employees. If the employee sees that reaction and then suffers discipline or termination soon after, watch out! He or she could link the timing of the two events as evidence of discrimination or retaliation.

Of good faith and gut instinct: Fire employee who falsely claims discrimination

It’s frustrating when an employee continually claims to be the victim of discrimination while internal investigations show that just isn’t so. If an employer is confident the employee’s charges are false, it can terminate the employee. That’s true even if you turn out to be wrong—because what matters is your good-faith belief that the employee made up the discrimination claims.

Get it in writing! You need consistent, persistent documentation

If I had to boil employment law into one overarching maxim, it would be this: Be fair and document everything, in case someone thinks you’re not being fair. If you doubt the importance of thorough documentation, consider two recent cases decided by the 6th Circuit Court of Appeals.

Six scripts and strategies for talking about performance problems

You may dread confronting employees face to face about performance issues. But employees are far more likely to accept your critique and commit to improvement if you present those problems in a fair, concrete and "problem-solving" manner. Use these six tips as a framework to guide your discussion:

Know when to fold 'em

It’s no picnic when you have to fire people for poor performance. Wayne Downing, a retired four-star general who ran the U.S. Army Special Forces, says you’ve got to do it. His advice:

Can Notes on a Napkin Leave an Age Discrimination Paper Trail?

What if a management consultant suggests that you find “young, energetic” people to take over? A court ruling last week sends a clear warning: Be careful who you listen to for advice … and where you write it down.

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 ...

Court: We won't micromanage hiring decisions

The 2nd Circuit Court of Appeals has ruled that an employee who was passed over for a promotion can’t later use the poor performance of the person who got the job to prove the decision was discriminatory. The case shows that courts are willing to let employers make mistakes; they won’t micromanage hiring and promotion decisions.

Frequent firings may indicate personality conflicts, not bias

Companies that fire lots of employees get sued for discrimination by many of the castoffs. But all those terminations may be an indication of employee/management personality conflicts, not discrimination.

Warn bosses: One comment could ignite racial case

Remind supervisors that any comments they make about race or another protected characteristic can come back to haunt the company. It doesn’t much matter whether the comments come before or after a termination decision has been made.

Keep careful track of work-restriction notes

Some bosses are visibly irked when they receive a doctor’s note restricting the work an employee can perform. If the employee notices that reaction and then gets disciplined or fired, watch out for a lawsuit! Her attorney will probably try to link the timing of the doctor’s note and the adverse employment action as proof of discrimination or retaliation. 

Keep cases from escalating: When hot-headed manager blows up, order cooling-off period

Even the best bosses sometimes blow up. An employee slacks off or messes up, and the manager lashes out. Everyone knows such outbursts shouldn’t happen. That doesn’t mean they won’t. How you handle the aftermath may make the difference between a jury trial and a smooth return to workplace normalcy.

What should we do about an unproductive employee—who is terminally ill?

What can we do? One of our employees is not at all productive, but his manager refuses to terminate him. That's because the employee has a terminal illness. The manager speaks to the employee about his poor performance and not following instructions, but that is far as it goes. At what point should HR intervene and press for termination?—Marilyn

Depressed gas worker wins $1.8 million in ADA case

An Atlantic City jury has awarded Scott Jones $1.8 million in his suit against his former employer, South Jersey Gas, after the company dismissed him for poor work performance. Jones claimed his poor performance was due to his battle with depression and that the company failed to discuss accommodations of his condition.

Stick to your story: Don't shift explanation for termination

One of the most legally dangerous things you can do after you terminate an employee is change the reason for ending the employment relationship. Instead, decide on a defensible rationale at the time of the termination. Document that decision and all the supporting evidence. Then remind execs and supervisors to stay on script.

Former boss's good reviews don't prove new boss's bias

When a new boss suddenly gives a lousy performance review to an employee who is used to getting good reviews, the employee may try to blame the change on the new supervisor’s alleged bias. Absent other evidence, that won’t prove discrimination in court.

Hold It! Must You Allow Unlimited Bathroom Breaks?

You’re required to offer job accommodations to employees with qualifying disabilities. But if an employee has a medical condition that requires frequent bathroom breaks, does that count as a “disability”? The answer is a clear “yes," especially this year …

The best managers are the best listeners: 4 steps

Here are four ways managers can make sure they really hear what their employees are saying. The payoff: fewer costly mistakes, less wasted time and better quality and service. Feel free to pass this article along to your supervisors.

An easy way to head off retaliation claims: Keep past performance reviews

Before you decide to throw out old evaluations and files, consider this: An employee may sue and refer back to those evaluations from memory. If she remembers nothing but positive performance reviews until a recent poor appraisal (engineered, she believes, to get her fired), you’ll need to be able to show her employment history wasn’t as rosy as she remembers.

Time to rebrand?

While there are research tools that can help you determine the state of your brand, there are also a number of clues that may indicate it’s time to invest in a rebranding effort. Here are eight to consider:

Should we contest? Fired for poor work, former employee now wants unemployment

Q. After repeatedly warning an employee about her poor performance, we recently terminated her. At the termination meeting, she complained for the first time that she felt she’d been held to higher standards based on her gender. She has now filed for unemployment benefits. While we don’t think she’s entitled to the benefits, we wonder whether it makes sense to fight her claim. What do you think?

Good news: Courts open to attorneys' fees for employers

Since employees get attorneys’ fees when a court determines employers violated their rights, it seems reasonable that employers should get attorneys’ fees when they have to waste time and money on frivolous litigation. It turns out some courts are beginning to entertain such requests.

Warn managers and supervisors: No negative talk about military service

Here’s a good way to avoid litigation: Warn all your supervisors and managers that bad-mouthing an employee’s military service can spell trouble. That’s because any disciplinary action following such talk could be viewed as evidence military service was a factor in the decision.

If we fire a lazy employee, will she be eligible to collect unemployment benefits?

Q. We have an employee who does not work very hard, and her productivity is only mediocre. If we terminate her, will she be able to collect unemployment compensation?

Faced with explaining itself to a jury, hospital settles

According to the EEOC, Pittsburgh-based Lifecare Hospital showed a remarkable lack of compassion when it fired business manager Diana Altieri-Hand, who had cancer at the time. Saner heads prevailed once hospital officials contemplated the prospect of a hospital justifying to a jury why it mistreated a cancer patient.

Boss wants you to falsify information: Should you?

Question:  “Our appraisal system requires supervisors to schedule quarterly conferences with their employees, but my boss never does. On my annual performance review, he always lists the dates when our conferences should have happened, then asks me to sign it. I have never been comfortable falsifying this information, but I don't know what to do. Should I just suck it up and sign to keep my boss out of trouble? Or should I refuse and risk becoming the target of retaliation?” — Honest Employee

Boss who hired also fired? Back it up anyway

Most of the time, employers can win discrimination cases by showing that the same “actor” hired and fired an employee. Courts generally assume that the employer’s stated reason for discharge is the true reason and not an excuse to cover up discrimination. That doesn’t mean, however, that you can be loose with your discharge reasons.

Avoid shifting explanations for termination

One of the worst things you can do after you terminate an employee is change the reason for ending the employment relationship. Instead, decide on a defensible rationale—a performance problem or rule violation, for example, or perhaps a business downturn—and document that decision and all the supporting evidence.

Worker claimed retaliation? Don't fear legitimate firing

Sometimes, employees think all it takes to keep from being fired is a well-timed complaint alleging discrimination, harassment or retaliation. That, they reason, will scare an employer into overlooking poor performance or even criminal behavior. Don’t fall for it.

Law doesn't cover blowing whistle on co-workers

Florida employees are protected from retaliation for whistle-blowing, but courts have been limiting what they consider to be blowing the whistle. For example, in one recent case, a court concluded that a co-worker’s attempts to report a fellow pharmacy worker’s lax prescription practices was not whistle-blowing.

Can a lazy worker collect unemployment?

Q. We have an employee who does not work very hard and her production is marginal. If we terminate the employee, will she be able to collect unemployment compensation?

Counseling problem employees: A 4-step discussion plan

How do you deal with problem employees? Expert HR trainer Amy Henderson says supervisors' discussions should focus on four points when addressing problem behavior.

A gray area: What to do when older workers start to coast

When employees approach retirement, they sometimes go on autopilot, frustrating everyone involved, including co-workers and supervisors. But you can demand productivity from such employees and discipline them accordingly. Just be prepared to take special steps to stay away from age bias claims.

Remind bosses: No comments on EEOC complaint

Many supervisors and managers have yet to learn they shouldn’t make any comments about an employee’s EEOC or other discrimination complaint. Remind supervisors that any comment about employees’ legal claims can be retaliation—and retaliation is much easier to prove than actual discrimination.

Track discipline to counter claims of discrimination

Make sure everyone on your HR staff knows about every disciplinary action. Track who is disciplined and for what reasons. Use that data to do a self-audit. You’re looking to see whether members of a protected class are being punished more severely than others.

Go ahead and detail performance problems—criticism isn't an adverse employment action

Employees can sue for discrimination only if they can show they suffered an “adverse employment action.” In other words, they have to show that their employers somehow did something that affected their jobs—such as a demotion, discharge or pay cut. Merely criticizing an employee’s performance isn’t enough if it isn’t accompanied by something more substantial.

Stop hostile environment cases by tracking how you discipline after workplace disputes

As an employer, you aren’t required to absolutely ensure your employees never suffer hurt feelings. That’s impossible. Nevertheless, you are required to stop behavior that could escalate into a hostile environment. Be sure to track how you punish co-workers who get into arguments and use inappropriate language.

USERRA protects those who left military years ago, too

Employers that use an employee’s long-ago military service against him may be liable under the Uniformed Services Employment and Reemployment Rights Act. USERRA isn’t just for those who served in Iraq and Afghanistan.

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.

Tell bosses: Keep family planning and pregnancy talk out of the workplace

It’s natural to ask questions when you learn someone at work is going to have a baby. But it’s quite another thing when pregnancy-related questions come from supervisors. It's best to let HR handle any leave requests and the like. Otherwise, you just might find your questions interpreted as anti-pregnancy bias if you end up having to fire a pregnant employee.

Dump the slump: 14 ways to energize staff

The recession has plenty of employees distracted and anxious—about their jobs, their 401(k)s and their monthly bills. That’s not good news at a time when you need to squeeze every ounce of productivity from your employees. These 14 tips can motivate shell-shocked employees.

Don't become a mealy-mouth

It’s just too tempting to make your words purposely unclear. You might allow underperformers to stay on the payroll without ever telling them what you want or expect. You might even pat them on the back. But that kind of dishonesty hurts the whole enterprise.

Watch out, managers! The top 6 firing mistakes to avoid

Here are the top six mistakes managers make when they have to terminate an employee. Any one of them can cause a costly trip to court when the employee sues. Learn more about terminating employees without increasing your lawsuit risk. Our upcoming audio conference, "Trouble-Free Terminations: Legally Safe Layoffs and Firings," tells you how.

Thwarting 'toxic takers'

Anytime you thrust people together, whether work related or family related, you come across a “toxic taker.” Toxic takers poison your environment, and you need to take action against them. Here are some survival tactics.

FMLA protects workers before they're eligible

An Illinois court has ruled that employees who request FMLA leave before they’ve met the eligibility thresholds are protected from retaliation. An employer can’t, for example, fire such an employee because he says he will soon be taking FMLA leave and perhaps undergo expensive medical treatment.

Beware firing after worker warns about safety

Former employees and their lawyers are always looking for ways to maximize what they can get from former employers. One way is to add a wrongful discharge claim if an employee is fired after he or she complains about workplace safety. These cases can get quite expensive, as the following case shows.

Forget FMLA absences when rating employee attendance

Employers aren’t allowed to count absences covered by the FMLA when they discipline employees. That’s why it’s important to segregate any such absences from performance reviews and any discussions about attendance.

Before you say 'You're Fired!'

You never appreciate a good performer until you’ve fired a bad performer. That’s because bad performers take so much time and attention to manage. From the moment you sense that an employee isn’t working out—and you set in motion disciplinary steps—you have to imagine a judge and jury watching your every move. That way, you can stand behind your actions without feeling embarrassed or guilty.

Record number of employers dispute unemployment claims

When you fire an employee for misconduct and he proceeds to file an unemployment compensation claim, how does your organization respond? In recent years, record numbers of U.S. employers have challenged those payouts. The rise in challenges can be pegged to more employers citing misconduct as the reason for terminations.

Beware shifting explanations for firing

If you have to terminate an employee, don’t fall into a trap that can easily lead to a lawsuit. Don’t provide conflicting reasons for the termination or drop one when the employee or the EEOC asks for details.

Turning underachievers into overachievers

Dealing with underachievers requires using your judgment and some knowledge of human psychology. Here are some ways to get your underachieving employees moving in the right direction.

Tainted Terminations: Who Can You Trust to Evaluate Performance?

So you’ve had enough. The employee messed up big time again and you can’t take it any more. Thank goodness all your ducks have been lined up by a supervisor who documented previous poor performance. There’s even a “last chance” agreement in the employee’s file. What a gift! Go ahead and pull the plug. This is a worry-free decision, right? Not so fast, as a new court ruling shows. First, you better make sure the previous documentation was written by an unbiased supervisor. This begs the timely question: “Who can you trust any more?”

Challenging more unemployment claims? You're not alone

When you fire an employee for misconduct and he proceeds to file an unemployment compensation claim, how does your organization respond? In recent years, record numbers of U.S. employers have challenged those payouts.

Investigate thoroughly before settling bias suit

Settling with an employee who has filed a discrimination lawsuit? If the EEOC gets involved, it can continue the case on its own—and may be able to get a court to order you to take corrective measures that go far beyond your settlement terms. That’s one good reason to conduct your own thorough investigation before you settle with the employee.

Stop bogus harassment claims by gathering solid evidence to support firing

Sometimes, when an employee knows he is about to be fired, he tries to link the impending termination with some alleged harassment. The hope: The claim will somehow stop the termination—or at least win a lawsuit. The best way to defend against such a claim is to have rock-solid reasons for every discharge.

What are the ground rules for records retention?

Q. How long do I have to keep employees’ personnel files after their terminations?

Act fast to handle initial harassment claims

The HR office is often the first stop an employee makes before filing a lawsuit alleging supervisor harassment. How you handle the initial complaint can mean the difference between stopping a problem before it gets out of hand and losing a lawsuit.

Remind managers: Comments about weight can trigger harassment complaints

When people lose their jobs, they often look for some reason other than their own poor performance. And since they are off work, they have lots of time to think about the past, including real or imagined slights they endured at the hands of co-workers and supervisors.

Insist whistle-blowers use internal process before suing or calling authorities

It may not be particularly comfortable for government employees to bring alleged wrongdoing to their supervisor’s attention, but whistle-blowers have to muster the courage to do just that. The Texas Whistleblower Act says so.

Hang tough when there's absolutely no discrimination

Sometimes, you have to trust that your lawyer and the courts will do the right thing and toss out a clearly frivolous case. As long as you are sure that you have solid reasons for firing an employee who wasn’t doing her job—and that you didn’t treat her any differently than any other employee with the same track record—fire her.

Keeping it real: 8 steps to an effective evaluation process

Ah, the “halo effect”—the practice of inflating an employee’s annual evaluation to increase overall morale and avoid the unpleasantness of telling underperforming workers what their weaknesses are. Too bad using the halo strategy both undermines performance and exposes employers to legal risks ...

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.

Coaching 'problem' employees: A 4-step plan for managers

When faced with a poor-performing or disruptive employee, it’s easy for supervisors to play the wait-and-see game and simply hope the situation will improve. But problems rarely solve themselves. And that’s especially true with problem employees.

Objectivity is what counts in constructive discharge cases

Sometimes, employees who think they are about to be fired for poor performance will try to take pre-emptive action by quitting and then suing. Courts are pretty strict when it comes to “constructive discharge” ...

Put your time and money into staff training

Most businesspeople acknowledge the importance of training their staff. However, many small business owners pay little more than lip service to this key element that can improve business performance.

Communicating during tough times: 7 common employee gripes (and how to respond)

The global financial meltdown has workers fearful and downright angry. If you plan on surviving the recession, your managers must acknowledge the fear and anger employees may feel. Don't let these seven gripes pollute your workplace.

Your rules can protect against retaliation—make sure managers follow them

When jurors hear that a company has a clear set of disciplinary rules but made an exception in the case of someone who just filed an EEOC or internal discrimination claim, they may jump to the conclusion retaliation occurred.

Can we terminate employees on workers' comp?

Q. We have two employees who went out on workers’ compensation leave and never came back. They’re still listed as employees. Can we lay them off? ...

Missed lunch invitations, cramped office aren't enough to warrant lawsuit

Sometimes, you find out pretty quickly that someone you hired isn’t going to work out. While the final decision to terminate may take some time, many supervisors naturally start giving the cold shoulder to bad hires. Such a blow-off may be crass, but it’s not the kind of behavior that commonly puts an employer on the losing end of a lawsuit.

Bail (yourself) out plan

If you’re a growing business owner or a salesperson, you may well be wondering: Who’s going to bail me out of this recession? The answer, of course, is no one. You must use smart, effective sales techniques to bail yourself out, says George Ludwig, author of Power Selling: Seven Strategies for Cracking the Sales Code. So what are some successful sales techniques you can use to orchestrate your own rescue plan? Here are five to consider:

6 ways to lead your team to maximum productivity

Prayer breaks may be reasonable accommodation

Gone are the days when employers could accommodate employees’ religious practices by being flexible about who worked Saturdays and Sundays. Today, employers may have to offer additional prayer breaks in the middle of the workday, too ...

Accommodating Disabled Workers: 'Tis the Season to Get Engaged

Your organization must make “reasonable" efforts to accommodate an employee’s qualifying disability. But, as a new case shows, don’t be so quick to simply transfer that employee to another position. The ADA and many state laws require you to first try to accommodate disabled workers in their current jobs …

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 ...

Policy not enough: Stamp out co-worker harassment or prepare for court

It takes more than having a written policy to avoid liability for sexual harassment. If you back up your policy with regular training and quickly fix any harassment problems that come to your attention, chances are you won’t be liable unless the harasser was a supervisor and the employee suffered an adverse employment action ...

Showing restraint: Ensuring worker safety with workplace protective orders

The scene is, unfortunately, all too common: A disgruntled employee is terminated for poor performance. On his way out, he threatens his manager and co-workers. Fortunately, situations like this usually end with the terminated employee cooling off, filing for unemployment and getting on with his life. But what happens when the employee doesn’t let it go? ...

State probes purchase of phony diplomas and degrees

Attorney General Tom Corbett is investigating more than 135 Pennsylvania residents who allegedly bought diplomas from a business in Spokane, Wash., that sold high school diplomas and college degrees under the name Saint Regis University ...

Counseling problem employees: A 4 step discussion plan

How do you deal with problem employees? Expert HR trainer Amy Henderson says supervisors' discussions should focus on four points when addressing problem behavior.

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 ... 

How to Coach 'Problem' Employees: A 4-Step Discussion Plan

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 ...

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 …

Sample Policy: Progressive Discipline

Document poor work to make sure firing sticks

Jerilyn Lucas, a bank branch manager, seemed to be in over her head. She struggled with basic operational matters. Her staff began complaining that she frequently missed work. Lucas’ supervisors repeatedly warned her about her performance. When the bank eventually fired her , she sued ...

Did old rap sheet lead to firing and another appearance in court?

Sometimes it takes awhile for a company to find out how well an employee is going to work out. For example, it took Guardian Alarm Company of Michigan 21 years to figure out that Ronald Schocker wasn’t a good fit. Now a judge has said, “Wait a minute!”

Fire employees who take FMLA leave? Yes, with reason

Employees sometimes think taking FMLA leave gives them special protection. Some may even attempt to go out on leave when they know they are about to get into trouble at work. Don’t fall into that trap. The fact is, if you would have fired the employee even if she had never taken FMLA leave, you can do so if she has taken leave ...

Muslim corrections officer keeps beard, gets fired, sues

Abal Zaidi, a former corrections officer in Geneva, has sued the Kane County Sheriff’s Department, claiming he was fired for refusing to shave his beard ...

Don't be intimidated by sudden disability claim during discipline

Employees who face discipline and are worried about losing their jobs may believe that claiming they are disabled will stop or at least delay the inevitable. They think the ADA is a shield against punishment. Don’t fall for that trick ...

Screen-Saver Discrimination: HR’s Smart Investigation Erases Liability From Manager’s Dumb Move

There’s nothing like a thorough, prompt and impartial investigation to save a company in court. So it’s time to think: Are you (and your HR staff) prepared and trained to handle investigations the correct way? As this new ruling shows, good investigations and an independent review of those investigations can be a true “get out of court free” card …

Document deficiencies, don't fret over false accusations

Some employees—confronted with their own shortcomings—insist on deflecting blame. Perhaps they try to argue that so-and-so—who doesn’t belong to the same protected class—always gets away with the same poor work and conduct that they’re being criticized for. If you truly believe there is no merit to such an employee’s allegations, you probably don’t need to sweat it ...

Don't sugarcoat reason for termination

Sometimes, you just know that the reason a supervisor offers in a memo or e-mail for wanting to fire someone is going to look suspicious if the employee ever sues. If you can’t persuade the supervisor to reconsider, resist the temptation to help sugarcoat the situation with a neutral-sounding reason. It will only make matters worse when the employee’s lawyer inevitably discovers the memo or e-mail ...

Handle with care if older employee's performance slips

When some employees approach retirement, they begin to coast. They may think that there’s no way their employer will let them go at their age, assuming management will be afraid of an Age Discrimination in Employment case. The truth is, that worker isn’t untouchable. Here’s how to handle the situation when you discover the employee is still coming to work but has mentally retired ...

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? …

Don't let opinions of employees cloud your decisions

When disciplining, focus on problems unrelated to FMLA or ADA disability

You don’t have to fear being sued for ADA or FMLA violations just because you discipline a disabled person. Just as with any other employee, you can discipline if you focus on the tasks not completed and the rules broken. When it comes to attendance infractions, carefully document tardiness and absences that are not related to the employee’s disability or serious health condition ...

Poor performance review and improvement plan alone aren't signs of retaliation

Good news for managers and supervisors: Giving an employee a poor performance review and then placing the employee on an improvement plan isn’t an adverse employment action on its face. Employees can’t successfully sue unless a pay cut, lost benefits, a lost bonus or some other tangible, negative results accompany that poor evaluation or improvement plan ...

Prepare thorough record if 'Star' employee begins to fall

Nothing looks worse to a jury than an employer who fires an employee for poor performance after the employee receives stellar performance reviews. That’s why you must make sure supervisors and managers prepare honest evaluations, avoid gushing assessments and stick to objective measures ...

You don't have to pay all managers equally unless jobs are substantially similar

Competing demands for talent mean some professional positions warrant higher paychecks than others. As the following case shows, the Equal Pay Act (EPA) doesn’t require all positions on the same line of the organizational chart to be paid the same ...

Remind managers: Justify deviations from disciplinary rules

Handbooks and disciplinary rules help managers mete out consistent and fair discipline. But no handbook or set of rules can cover every possible disciplinary problem, and supervisors need some discretion when deciding what punishment fits the crime. The problem is that any deviation from the rules may be seen as discrimination if an employee who belongs to a protected class perceives that he has been punished more harshly than a co-worker who broke the same rule ...

No workers' comp just because your job drives you crazy

Any job can be stressful, but some employees claim their jobs literally are making them crazy. But does that mean that employees whose jobs drive them nuts have an occupational disease? If so, are they entitled to workers’ compensation benefits if they cannot work anymore? Those are some of questions the North Carolina Supreme Court considered in a recent landmark decision ...

Patience, paperwork: The right way to fire serial complainers

Sometimes, employees who are having performance problems think that filing discrimination complaints will help protect their jobs. Word has gotten around that employees can win retaliation cases even if the discrimination claims they make are flimsy. But employers won’t lose a retaliation case if they can show that the employee really did deserve the discipline that followed the discrimination complaint ...

Remind managers: Document every step of discipline process

Employers don’t have to stop disciplining employees just because they’ve asked for FMLA leave. But make sure to keep careful records explaining any disciplinary actions. Those documents will persuade a court that management acted reasonably and fairly, and not because the employee claimed her FMLA rights ...

List all recent problems when citing reasons for firing

Even when an employee has been performing poorly for some time, it’s tempting to cite just the latest problem as the reason for termination. But if you list just one firing offense, you run the risk that the employee might prove the discharge reason you used is false. That could give her a chance to take her case to a jury ...

Former official sues NASCAR for $225 million

Mauricia Grant, a former NASCAR technical inspector, has filed a $225 million lawsuit against the stock car racing sanctioning body for racial and sexual discrimination, sexual harassment and wrongful termination, saying “life in the garage” was appalling ...

Writing reviews: Steer clear of two common errors

Track discipline by offense, worker traits to reduce bias risk

Employees who believe management has unjustly targeted them for poor treatment often blame it on bias against whatever protected class they may belong to. That’s why it’s so important for employers to proactively ensure that they enforce all rules equitably and fairly—so no employee can claim she was singled out for harsh punishment ...

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 ...

Just asking for help doesn't trigger accommodation process

If employees’ disabilities aren’t obvious, the ADA doesn’t protect them if they don’t make it clear they have a disability. Only after an employee reveals he has a disability are you obligated to pursue reasonable accommodations. Vague requests such as asking for “more help” aren’t enough to trigger the ADA ...

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 ...

Can you hold employees on FMLA intermittent leave to the same work standards as others?

What should employers do if an employee’s work performance suffers while he or she is taking FMLA intermittent leave? Can you terminate employees when their work falters because of those absences? One court last month sent a clear message: “Don’t go there!”...

Think twice before suing your own employee for negligence

Minnesota employers, take note: Courts don’t take kindly to employers that try to sue their employees for negligence as a counterclaim to a discrimination lawsuit. In fact, Minnesota law requires employers to indemnify employees for costs associated with a lawsuit filed because of the employee’s alleged wrongdoing ...

Beware: 'Association discrimination' is new HR worry

You know it’s illegal to retaliate against an employee who has engaged in so-called “protected activity,” such as filing a discrimination complaint. Now the 2nd Circuit Court of Appeals has taken the concept one step further ...

Absent without leave: Can we fire for violating vacation policy?

Q. We recently could not reach an employee who works off-site. Then we learned he was responding to customer messages by saying he was on vacation. After we learned this, he contacted his supervisor and said he had been on vacation and would be on vacation the rest of the week. His supervisor reports that he had not requested vacation time beforehand—and our policy states that vacation time must be preapproved. This employee had been a marginal performer, and now his supervisor wants to fire him. Can we fire him for this? ...

Discharging ill employee for performance? Better make sure you can prove it

Courts often suspect the worst when employers fire severely ill employees. A judge may bend over backward trying to find a way to help the employee. An employer that can’t offer concrete, solid and compelling reasons for the termination may very well find itself trying to defend a “regarded as disabled” lawsuit ...

Don't fear informal ADA accommodation: You can still challenge disability later

Most employers start thinking about possible ADA accommodations right away, before they are sure that the affected employees are actually disabled. That’s fine and won’t mean the employers can’t require medical proof later. Agreeing to accommodate is not the same as admitting the employee is disabled ...

Tell managers: Unless you have notes, you can't terminate

The quickest way for an employer to get into big trouble is to retaliate against an employee who files a discrimination charge. Any negative employment action after the charge is filed may mean an additional lawsuit. Instruct managers to document any alleged poor performance—and make sure they use only objective, concrete measures ...

Tell supervisors: No pregnancy comments allowed

It seems simple enough: No one should make cracks or comments about an employee’s pregnancy. Still, supervisors and managers often say things they shouldn’t, which can come together to form the basis for a Pregnancy Discrimination Act lawsuit ...

Former Trop owner fined for business problems, while union vote is overturned

Columbia Sussex, former owner of the Tropicana Casino and Resort in Atlantic City, asked for an extension to pay a state-imposed fine of $750,000 until the property is sold. Meanwhile, an NLRB administrative law judge overturned an October 2007 election in which Tropicana security workers rejected union representation ...

Rush to fire or demote pregnant employee often backfires

When it comes to discrimination claims, timing can be everything. An employer that discharges or demotes a pregnant employee (or one who has just given birth) is asking for a discrimination or retaliation lawsuit. If you have a poorly performing employee who is pregnant or just gave birth, don’t do anything adverse until she has returned to work for some time ...

Caution on mandatory arbitration! Decisions almost impossible to overturn

Lots of employers insist their employees sign agreements mandating arbitration to resolve employment law disputes. Conventional wisdom suggests that such alternative dispute resolution is less costly, less time-consuming and less risky than a jury trial. But conventional wisdom may be wrong ...

Routinely document poor performance—Just in case

When a supervisor says a subordinate is not performing well, make sure empirical evidence backs up that opinion. In addition, direct anyone who had to deal with the employee’s poor performance to make notes. If supervisors are called later to testify in court, notes will help them remember the details ...

Track performance improvement plans by protected category

Employers frequently design performance improvement plans (PIPs) for underperforming employees. But the way managers choose which employees to place on PIPs can have serious consequences. Here’s how to make sure your PIP system is fair—and legal ...

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 ...

Can you hear me now?! Cell-phone employees sue over uneven discipline policy

Does your company have a written progressive disciplinary policy? Do you and your supervisors follow it step by step--like a recipe? A new court ruling says that if you don’t, you could whipping up a recipe for disaster and liability under the Age Discrimination in Employment Act (ADEA) ...

Effective evaluations are management tools, legal protection

Ah, the “halo effect”—the practice of inflating an employee’s annual evaluation to increase overall morale and avoid the unpleasantness of telling underperforming workers what their weaknesses are. Too bad using the halo strategy both undermines performance and exposes employers to legal risks ...

Discrimination claims harder for employees to make if bias is ancient history

Just because an employee experienced unfair treatment years ago doesn’t mean you have to ignore recent poor performance. You can discipline the employee as long as the charges are fair, accurate and unbiased now ...

Beware temptation to overstate fired worker's faults

Firing an employee is never easy, but there’s no reason to try to justify your decision by piling on a litany of reasons to discharge a poorly performing employee. That just complicates the process. Chances are, a court won’t second-guess you if you simply stick to the strongest reason you have for the firing ...

Should employees receive a warning before termination?

Have you ever flat-out fired an employee for poor performance without any warning? If employees are “at-will,” you can fire them for any reason or no reason at all, as long as it’s not for a discriminatory or illegal reason. Does that allow you to drop the guillotine without guilt? As a new court ruling shows, supervisors should resist that urge (and give the person a chance to shape up) if that employee recently voiced a complaint about discrimination...

The disappearing executive and his disappearing back trouble

General Motors won summary judgment in a disability discrimination lawsuit after the company caught Christopher Peterson loading lumber into his car while he was on leave for back problems. Peterson had a long career with GM and had risen into the executive ranks ...

No individual liability under Texas Whistleblower Act or Labor Code

Good news: Your managers and supervisors aren’t individually liable for violating either the Texas Whistleblower Act or the Texas Labor Code. That means your personal assets aren’t on the line ...

Pay commission? Make sure contracts are clear about terms

Commissions are a great way to motivate some employees to work harder. Usually a contract spells out the commission terms and how the payments work. But if the contract is the least bit unclear, expect trouble—especially if someday you have to discharge a commissioned salesman for poor performance ...

Accommodation may mean leave plus reinstatement

Employees who take their 12 weeks of FMLA and California Family Rights Act leave don’t lose the right to reinstatement once their time off expires. In fact, additional time off may be a reasonable accommodation under both the ADA and the California Fair Employment and Housing Act. What’s more, that additional medical leave would have to be accompanied by the right to reinstatement ...

Don't let managers fly solo on terminations

Virginia Schurmeier, an operations analyst for a food wholesale company, was fired for alleged poor performance. She sued, claiming the real reason was sex discrimination. Her proof: A male co-worker who had worse performance appraisals than she had wasn't fired ...

How to counsel employees who have personal problems

Having dispute in 'Grievance' does not stop lawsuit deadline

All employers with a unionized work force, take note: Just because someone has an age discrimination claim awaiting resolution under your collective bargaining agreement’s grievance procedures doesn’t mean the employee can’t prepare to file a lawsuit. In fact, the employee may have no choice but to go forward ...

Stick with measurable, objective standards when discharging

Concerned that any discharge decision you make will be second-guessed by a court or jury? Ease that worry by adopting a fact-based approach to discipline that relies on easily proven and verifiable work problems. Avoid generalities such as “just not working up to potential” or “not a team player and others have to pick up the slack.” Instead, go for the specifics ...

My co-worker is lazy, noisy and a pain: How do I tune her out?

Question: “I am an administrative assistant with a busy schedule working for a senior director.  My problem is our receptionist, who works right outside my office. She talks on the phone constantly, does personal work and has student assistants coming and going 20 hours per week. I am so frazzled listening to her and then hearing her tell everyone who will listen how overworked she is.  I don’t supervise her, but her work is minimal at best. She is barely literate, and no one will bring it to her boss’s attention when she makes mistakes — or neglects to meet their requests.  But — surprise, surprise — she’s a great receptionist.  It bothers me because when raises are given, they’re all across the board with no incentives! And I have to listen to it all day long. What can I do?” — Judi

Don't just rubber-Stamp manager's termination recommendation

When a supervisor recommends discharging an employee, resist the temptation to simply agree with her assessment. Here’s why: If the employee is being targeted because she took FMLA leave or engaged in some other form of protected activity, blind adherence to the supervisor’s recommendation to fire opens up the company to a retaliation claim.

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 ...

Got wind of harassment? Fast action can cut liability

We all would like to believe harassment and discrimination can’t happen where we work. Of course, we’re dreaming if we do. Ordinary people sometimes fall back on old stereotypes or react strongly to newly perceived dangers by inappropriately striking out at a group or nationality. Fortunately for employers, isolated acts of harassment, if stopped dead in their tracks, won’t come back to haunt them years later ...

Supervisors need to know: Honest performance assessments essential

Many discrimination lawsuits are the direct result of poor performance appraisal processes. A supervisor who is eager to maintain a cordial and productive workplace may hold back on legitimate criticism to avoid rocking the boat. This tactic can backfire badly once a new supervisor begins enforcing productivity rules and downgrades an employee previously rated “stellar.” If that employee is also a member of a protected class, look out ...

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 ...

Drugs in the Workplace

Court: If employees hold the job, they're 'Qualified'

Employers are finding it harder to get age discrimination cases dismissed early. They also are learning that beating age discrimination suits requires rock-solid evidence of fair and equal treatment—and a genuine, legitimate reason for discharging the employee that has nothing to do with age ...

Discharge due to downsizing? Document your RIF plan

In a company downsizing, management may make what seem like capricious decisions on who stays and who goes. That can be a huge problem if an older employee suspects age discrimination and sues—especially if there are other smoking-gun signs of discrimination, such as a supervisor’s apparent antipathy for older workers ...

Cut lawsuit risk by filling vacant position with similar person

Employees who lose their jobs often look for sinister underlying reasons—such as discrimination. That’s why you should think about a strategy to minimize the chance a disgruntled employee will win a discrimination lawsuit. Here’s one way: Fill the vacant position with someone from the same protected class as the terminated employee ...

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 ...

OK to discipline complainer who doesn't perform

Sometimes, the wrong messenger delivers bad news. That’s what happens when a poorly performing employee comes forward with a discrimination complaint. If your investigation finds that the complaint has merit, but you decide you need to fire the worker anyway, how should you proceed? Aren’t you just guaranteeing you’ll be hit with a lawsuit? ...

Get input from several managers before firing problem worker

If you have long-term employees whose performances are deteriorating, step carefully. Their long histories with the company could mean you’ll have a hard time justifying terminations even in light of poor performances. Instead of jumping the gun and firing immediately, take your time. In fact, it may be a good idea to allow more than one supervisor to witness each declining employee performance up close ...

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 ...

More than low rating required to win discrimination suit

Believe it or not, federal courts don’t want to micromanage every aspect of your HR function. When faced with serious claims such as discrimination, courts ask employees to prove they suffered an “adverse employment action”—major damage such as a demotion, a cut in pay or discharge. They don’t tend to sweat the small stuff, such as lousy performance appraisals ...

Reporting suspected harassment doesn't always equal 'Protected activity'

Sometimes employees who are in trouble for poor performance try to protect themselves by reporting incidents that don’t come close to being sexual harassment. They figure that their employer won’t fire or otherwise punish them for fear of a retaliation lawsuit. But you can take heart: It’s not protected activity just because someone reports an incident. If—when viewed objectively—the conduct being reported seems far from harassment, reporting it isn’t protected, and the employee can’t charge retaliation ...

Even consensual affair with supervisor can spell trouble

When a supervisor enters into a sexual relationship with a subordinate, chances are things won’t go well for the company. That’s one reason you should put in place strict limits on dating for supervisors and subordinates. You can prohibit such relationships altogether, or insist that anyone contemplating dating a subordinate must notify HR first so he or she can be removed from the supervisory role before the relationship starts. Otherwise, you risk a sexual-harassment lawsuit, especially if the supervisor later punishes the subordinate ...

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 ...

Must you watch Grey’s Anatomy to figure out if an employee is "sick enough" to earn FMLA leave?

Next time you have to decide if an employees’ medical condition is “serious” enough to qualify for FMLA leave, maybe you should grab your Grey’s Anatomy medical book (or maybe just watch the TV show) to brush up on your ability to diagnose. That seems to be what a court is urging in an important ruling that many have overlooked.

NYSHRL allows individual liability claims for 'Conspiracy to retaliate'

There’s a new concern for managers and supervisors in New York state. Those who give out bad references or otherwise bad-mouth a former employee who claimed discrimination can be held personally liable for a conspiracy to retaliate ...

'Aiding and abetting' discrimination can include giving false reasons for discharge

New York state law provides personal liability for workplace discrimination. Employees who aid and abet their employers in discriminatory acts may be sued personally and can lose their assets. But exactly what acts constitute “aiding and abetting”? ...

Mercer County caseworker loses discrimination suit

Jeffrey Hawthorne, a Mercer County Children and Youth Services (CYS) caseworker, sued the agency for gender discrimination, alleging his supervisors wanted to create an “all-female work force,” and “treated men differently from women” ...

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 ...

Keep written records showing discipline rationale

The decks are stacked against employees who claim retaliation when there is no direct evidence of discrimination—if employers keep complete written records of their disciplinary actions. Those cases often hinge on allegations the employer trumped up disciplinary charges to cover up retaliation. That can be difficult for an employee to prove if there is a solid paper trail documenting the employee’s infractions and the resulting discipline ...

Mere psychiatric diagnosis does not a disability make

Not everyone who has a diagnosed psychiatric condition is disabled and entitled to protection under the ADA. Before you authorize reasonable accommodations or allow a psychiatric condition to become an excuse for poor performance, decide whether the condition rises to the level of a covered disability ...

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 ...

The whole truth: Discrimination costs Philips Lighting $164,850

A female temporary worker on a long-term assignment for NJ-based Philips Lighting Co. won a $164,850 verdict for gender discrimination against the company. The woman, who worked in the warehouse of the company’s Mountaintop, PA, plant, claimed the company offered full-time positions only to male temps. She asked about full-time employment several times and was told she was next in line. Instead, she was fired ...

No employer duty to provide 'Perfect' accommodation

Do you have a difficult disabled employee who seems to need constant care and attention and whose accommodations requests border on the ridiculous? Maybe it’s time to decide those requests are unreasonable. Here’s how to handle the situation ...

Even after election, you still need solid reason to discharge nonsupporters

It’s a practice as old as politics: When there’s a newly elected sheriff in town, deputies left over from the old administration may lose their jobs. But if you’re the HR professional handling the changes, make sure you know which employees can be dismissed and which cannot be merely because of their political affiliation. As the following case shows, public employees in nonpolicy positions are protected from post-election bloodbaths ...

Think you have a drug-Free workplace? Think again

If you think your workplace is drug-free, chances are you’re wrong. According to a new government survey, one of every 12 U.S. workers uses illegal drugs. That’s up from earlier surveys. Here's more on the trend and what employers can do about it ...

Protecting employment tests from legal challenges

Employers use a wide variety of tests to determine whether job applicants can perform the jobs they seek. The tests usually measure the candidates’ knowledge, skills and abilities. But if tests cover anything other than the employee’s ability to perform the job’s essential functions, employers could find themselves defending the tests in court ...

Run handbook by counsel to make sure it doesn't destroy at-Will status

Employers can fire at-will employees for any legal reason—or for no reason at all. Employees who work under a contract, on the other hand, have more rights. Don’t let a flawed employee handbook weaken your hand ...

Act fast to remove supervisors who make racist comments

Adopt a “zero tolerance” policy for managers or supervisors who make racist comments. Those caught making derogatory or discriminatory comments (à la Don Imus) should be promptly shut down. If you don’t fire or at least remove them immediately, their words may come back to hurt the company ...

Set clear rules on office romance

Have a no-dating policy at your workplace? If the answer is “no,” it may be time to consider one. While some office romances may seem innocent enough, trouble can follow an ugly breakup between co-workers. That’s why it pays to have clear rules in place ...

Paying employees on commission? Clarify terms up front to defend against WPCL claims

The Pennsylvania Wage Payment and Collection Law (WPCL) allows employees to sue their employers for unpaid wages, including commissions and the like. Because the WPCL allows any wage contract claim, including oral agreements, it’s important for employers to clarify the terms up front and preferably in writing ...

Manager who did the hiring also should do the firing

It may be a good idea to track who in your organization makes the decisions to hire specific employees. That way, those managers can also be part of the decision to discharge employees who turn out to be duds ...

Don't be caught by surprise: Spell out harassment policy

Your anti-discrimination and harassment policy won’t help much if employees don’t know it exists or how to make complaints. If they suffer in silence, the first you’ll know about harassment may be when you receive an EEOC or a New Jersey Division of Civil Rights complaint ...

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 ...

Beyond business need, show why individuals got sacked

Reductions in force (RIFs) happen for a reason—usually financial. To keep legal fees and jury awards from mooting savings, be sure to document why a RIF is necessary and who should get pink slips ...

Don't let opinions of employees cloud your decisions

Documenting 'In Case of Litigation' Isn't Proof of Job Bias

When dealing with difficult employees, supervisors often go the extra mile to document their interactions (and any discipline) in case the employee ever sues. But does this extra effort at documentation provide proof that the supervisor intends to discriminate? ...

Tell Supervisors to Make FMLA a 'Work-Free Zone'

Asking employees to perform even a minimal amount of work while they're out on an FMLA absence could spark a lawsuit. And firing someone for refusing to pirtch in while out on leave almost surely will ...

Cut Out the Age Jokes; Employees Aren't 'Antiques'

Workplace humor is fine until it drifts into the realm of gags about employees' gender, race or religion. Even age-based jokes can trigger lawsuits. Although few employees will win age-discrimination lawsuits based on a joke or two, such juvenile behavior can take an otherwise marginal case and give it legal legs ...

Confronting poor performers: 6 tips for managers

Progressive discipline: How to apply a fair, firm policy

While no federal or state law requires you to create and follow a progressive discipline policy, courts often come down hard on employers that promise progressive discipline but fail to deliver it ...

Dirty Dozen: 12 manager mistakes that spark lawsuits

Terminations: 5 Tips for Avoiding Lawsuits

Ever want to kick yourself over one comment?

Question: Open mouth. Insert foot. Taste a lawsuit? The district manager at the Foot Locker did. In a surprising court ruling, a judge decided that only “one comment” made by the district manager about the store manager’s age was enough to hand him his walking papers -- into court that is.

Fire at Will Doctrine

HR Law 101: Under the law in most states, if there’s no employment contract, workers are employed on an “at-will” basis. That means employers have the right to fire employees at any time for any reason or no reason, and, conversely, employees have the right to leave the organization at any time ...

Burden of Proof

HR Law 101: Over the years, the Supreme Court has developed a framework for testing whether an employer’s actions are evidence of discrimination or the result of legitimate business practices. The test (often referred to as the McDonald-Douglas burden-shifting test) has three parts that shift the burden of proof of wrongdoing back and forth between the plaintiff and the employer ...

Section 1981 Claims

HR Law 101: Section 1981, a little-known section of the Civil Rights Act of 1866, prohibits racial discrimination in the making and enforcement of contracts. Now, employees are increasingly using Section 1981 instead of Title VII to sue for discrimination because there's no cap on damage awards ...

Performance Reviews

HR Law 101: There are two important reasons why you should conduct regular appraisals of your employees’ performance. First, periodic and competent appraisals reduce the opportunity for a discharged employee to claim unfair treatment. The appraisal process alerts employees to what you expect of them, areas in which they're deficient and how they can improve their performance. Second, appraisals constitute documented proof of unsatisfactory performance that will help you justify employment decisions ...

Employee Handbooks: Overview

HR Law 101: Employee handbooks are extremely valuable business tools. But if you're not careful, your handbook could land you in court. In particular, employees are increasingly suing for wrongful discharge, pointing to a handbook they claim guaranteed them employment indefinitely ...

Raise Doesn't Prove Employee Was Succeeding

Q. About three months ago, we gave a marginal employee who is pregnant a pay raise in hopes that it would improve her job performance by boosting her morale. Unfortunately, her performance has gone from bad to worse. If we fire her for poor performance, can she successfully argue that the recent raise indicates that she was performing well and that our reason for terminating her was discriminatory? —H.K., Illinois

Can you fire a poor performer who's on FMLA leave?

Q. Our office receptionist has a history of being late for work and taking unexcused absences. She's out on FMLA leave to care for her sick mother. Her temporary replacement is doing an outstanding job and always shows up on time. Our CEO has asked if we can keep the new receptionist and tell the other one not to return. Can we? —J.M., New York

Poor performers still may collect unemployment

Q. The job performance of one of our employees no longer meets our standards. While she used to be a good worker, she's now making a lot of errors, coming in late from time to time and not getting along with her co-workers. We've talked to her about these issues, but her performance has not improved. If we fire her for poor performance—which we would consider termination for cause—will she be eligible to collect unemployment compensation? —W.T., District of Columbia

Beware giving contradictory reasons for a layoff

When explaining to employees the reasons for a layoff, make sure you don't contradict yourself. That's especially true when the same manager gives an employee different reasons: A jury can take those contradictions and infer discrimination ...

Discrimination lawsuit by lesbian nurse fails in court

A federal judge in the Northern District of Texas recently dismissed a Title VII discrimination lawsuit brought by a lesbian nurse who claimed that she was fired because of her sexuality and appearance ...

Consider criminal check for problem employees

When you're thinking about discharging a problem employee, consider running a criminal background check. In many cases, discovering a serious crime conviction can provide additional justification ...

Workers' comp liability for aging employees

Q. One of our employees is over age 70 and has had a broken foot, memory problems and a recent car wreck that caused some residual problems. Should we allow her to work? What can we do (if anything) to protect ourselves from potential workers' comp claims should she injure herself?

Hiring interns: The 4 steps to keeping it legal

Courts view interns the same as employees: as “agents” of your organization. So should you. If you use interns or plan to, advise supervisors to manage them as closely as employees, if not more so. And apply your workplace policies to them ...

Independent investigations are key to making decisions stick and avoiding retaliation claims

Employees who file EEOC or internal complaints charging discrimination often behave as if their complaint is a job guarantee. Approach them about performance problems, and they immediately cry “retaliation.” But you can’t allow your workplace practices to be held hostage if you have legitimate concerns about performance ...

Any ethnic stereotype, even a positive one, can trigger a job discrimination lawsuit

Most supervisors know that it’s illegal to voice negative racial, age or gender stereotypes in the workplace. But they may not realize that positive stereotypes also can lead to trouble ...

Discovered new hire's litigious background? Don't retaliate

Hired a dud who, you just found out, has a history of crying discrimination? Make sure you have solid, business-related reasons for any discipline you take. Here’s why ...

The fine line between humor and harassment in Passaic County

How do you know where to draw the line between workplace humor and harassment? The answer: You don’t get to make that choice. Harassment, like beauty, is in the eye of the beholder. And it begins when somebody decides they’ve had enough of the “jokes” ...

EEOC Settlements

HR Law 101: The EEOC has become proactive in protecting workers from a sexually hostile environment. In 2007 alone, the agency recovered from employers nearly $50 million for victims of harassment ...

FMLA: When You Can Refuse to Reinstate a Worker

HR Law 101: The FMLA allows employers to refuse to reinstate workers returning from FMLA leave under limited circumstances. For example, if you have experienced a reduction in force due to the economy or a companywide reorganization, you may be able to eliminate a returning worker's job ...

Sample Policy: Terminations

Sample Policy: Noncompete Agreements

Harassment victims aren't immune from discipline; document actions

Retaliating against employees for filing harassment complaints is an obvious no-no. But that doesn't mean employees automatically earn a "Do not touch" label ...

Firing during FMLA leave: legal, but usually unwise

Issue: If you uncover an employee's performance problems while she's on FMLA leave, can you fire her?
Risk: Firing may be legal in some cases, but it will likely prompt ...

Firing worker during FMLA leave: possibly legal, but usually unwise

Terminating an employee who's out on FMLA leave isn't impossible. If you can prove that you would have fired the employee if he or she had been at work, you can ...

Choose 'firing words' carefully; stick to performance

How to discuss performance problems with employees

Nosedive in performance

Question: A four-year employee has taken a nosedive in her performance. It all came to light when another employee quit a year ago. So, this has been going on for one year.

She has made several serious mistakes, all of which she has an "answer" for.  Even when I showed her the mistakes in black and white, she just said "Hmmm. I don't know what happened."

I have had three serious reviews with her, threatened to have her use her one-week paid vacation to contemplate working here, told her flat out  that her job “is on the line.”

She is pleasant, almost too pleasant at work, never complains, but rarely accomplishes anything.
I need her position filled with a capable bookkeeper. She knows a lot about our particular business, so training someone new will be a long process. Our employee pool in our community is severely limited.

I need help making a final determination to keep her, reduce her hours or just cut my losses and move on.

I have a small bookkeeping company; the clients like continuity.  HELP!!!!  -- Shelley Weiser

Avoid lawsuits by sticking to performance when you fire

When terminating someone, it's critical to choose your words very cautiously. Briefly summarize your reasons for the firing, and allow the person to offer his or her side of the story, ...

Will your anti-retaliation policy pay off?

When it comes to handling employee complaints of unfair treatment, you'd better have a policy and a procedure in place to handle retaliation claims.
That's the $520,000 message a federal ...

Revelations of a new slacker manifesto

Part-time electricity-board employee and burgeoning author Corinne Maier has vaulted into prominence by advocating "active disengagement" among French workers ... the kind of creative inertia you’d expect from Wally in the cartoon strip “Dilbert.”

Goodes’ checklist to uncover leaders

Former Warner-Lambert CEO Melvin Goodes made identifying potential leaders a lifelong priority. He asked executives throughout the ranks to evaluate the leadership potential of the managers they supervised by answering these questions:

Help managers avoid these top 5 firing mistakes

Issue: Managers often unwittingly put your organization at risk when terminating someone. Risk: One wrongful-termination lawsuit or discrimination ...

Lessons from the court: job evaluations, break-time pay

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 ...

Your 'so-so' employee is on leave; can you keep his replacement?

It's not uncommon to realize that employees on Family Medical Leave Act (FMLA) leave aren't as productive as their temporary replacements. That puts you in the sticky situation of wishing you ...

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 ...

You can't play politics with employees' political choices

Issue: In this election year, politics will become a hot topic around the water cooler.
Risk: Retaliating against employees for their off-site political activities or comments can run you into ...

Hiring interns? Keep it legal, dude

Issue: How to avoid the often-overlooked liabilities of using interns in your workplace. Risk: Courts view interns the same as employees, as "agents" of your organization. Plus, you face extra ...

10 ways an attorney will attack you on the stand

Scrutinize true reasons for layoff; then banish all inconsistencies

No one likes to choose among employees for company-mandated layoffs. But if you're given this task, research and recommend choices with defensible reasons that you can back up. Don't manufacture termination ...

3 common FMLA mistakes ... and how to avoid them

The Family and Medical Leave Act (FMLA) entitles eligible employees to take up to 12 weeks of unpaid, job-protected leave annually for the birth or adoption of a child, their own ...

Mentioning worker's body odor isn't discriminatory

A Muslim IT manager sued for national-origin discrimination, claiming that he was fired for what his supervisor considered poor personal hygiene, not poor performance. His evidence: The supervisor had confronted him ...

Performance reviews: Revamp outdated once-a-year drill

How often do you review each worker? Once a year 66%, Twice a year 19, Quarterly 10, Never 3, As necessary 2. Source: OfficeTeam 2002 survey of 150 companies

Keep your credibility intact: 12 lessons from the courtroom

To avoid becoming the target of discrimination lawsuits, you need to protect your credibility as a leader and manager. Reason: It's one of the top ways plaintiffs' attorneys ...

ADEA: Prevent fastest growing, most expensive type of bias

Expensive mistake Median award by type of bias: '94-'00 cases Age $268,926, Disability 175,001, Race 120,951, Sex 100,000. Source: Jury Verdict Research ...

Firing employees on FMLA leave: Occasionally legal, usually unwise

While he was taking leave for depression under the Family and Medical Leave Act (FMLA), Jerry Ogborn got the ax. Reason: During the absence, his employer discovered that Ogborn, a union ...

Don't wait for disabled to ask: Accommodation is two-way street

Ray Birton, a cart gatherer and stockman at a Missouri Wal-Mart, occasionally forgot instructions and didn't clock in and out correctly, resulting in paycheck errors. Birton's mother gave his manager ...

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 ...

Changing work conditions may strip worker's exemption

As a U-Haul field manager, William Whitesides spent a lot of time on the road visiting dealerships. But soon after he had an accident, Whitesides was reassigned to office work, ...

You don't have to ignore harmful effect of absences

Calvin Keeler started as a senior vice president overseeing 85 employees. He earned bonuses exceeding $30,000 while enjoying a large office. Within a few years, he had been downgraded to a ...

‘SAVE’ poor performers

To lift a staffer’s performance, follow the SAVE method.

Save a sinking employee

In recent weeks your once-reliable employee has become inconsistent and erratic.

Whistle-blowers protected even if they defy complaint process

Barbara Fleming, a nurse at a women's prison, complained to her direct supervisor that other employees were providing inmates medication under expired prescriptions. When her oral complaint got no response, ...

More reason to prevent race bias: Courts open new avenue for claims

Jackie Lauture, an African-American, was an at-will employee at IBM for 16 years before she was fired for poor performance. She sued for race discrimination ...

Discipline firmly, but don’t overdo it

If you’re going to level with an employee about poor performance, let the worker help define the consequences.

Climb over the hill of age discrimination claims

An increase in age discrimination claims may be as inevitable as the graying of baby boomers. But some smart planning and good policy follow-through on your part can keep you ...

Boost employees' skills and attitudes by challenging them in writing

You’ve tried talking to a worker about poor performance. But all your coaching, prodding and follow-up hasn’t accomplished much. Now’s the time for a one-page “pre-probationary” memo.

Settle on standards

If you’re fed up with an employee’s poor performance, don’t just criticize or demand better work.

Menopause falls outside ADA

A federal district court in Minnesota recently decided that menopause is not a disability covered under ADA.

Planning to reduce your staff?

Beware of a probe recently launched by the Equal Employment Opportunity Commission.

Don’t fight a losing battle

After one year in her new job, Mary was ostracized by her bosses. They ignored her memos, gave the best assignments to others and didn’t invite her to staff meetings.

Avoid a wrongful termination lawsuit

Establish a system of discipline and stick to it.

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