Performance Reviews

Get Rid of Him!

Another update from the Jungle….
image024Doug is getting close to retirement age after a long, not very distinguished, career. He’s still the consummate professional but it’s obvious that all is not well with him. He is out sick at least one day a week and he doesn’t do much work on the days he is in the office.

Doug’s problems are becoming a headache for Suzy, the HR manager. Suzy likes Doug; he’s always polite and respectful which is not true of his pushy boss. The pushy boss has ordered her to find a reason to fire Doug. Suzy privately thinks the pushy boss wants to make his budget look better by dumping Doug for a less experienced and lower salaried employee.

Suzy begins discrete inquiries of Doug’s behavior and job performance. His friends tell Suzy that Doug suffers from anxiety
attacks and depression. Doug’s anxiety attacks worsened when he was moved into an office on the 15th floor with a wall of windows. Doug has a fear of heights.

Doug’s also having trouble remembering things. Yesterday, Suzy overheard a junior team member
image025talking to Doug about a client problem. When Doug said the problem sounded familiar, his junior replied, “It ought to; it’s your client”.

Today Suzy is meeting with Doug’s boss. She suggests that Doug should be moved to an interior office but the boss says no; senior people like Doug must have a window office. Next Suzy asks for examples of Doug’s work that show he can’t do his basic job description. The boss has none. In fact, Suzy already knows the boss gave Doug a tepid, but positive, performance review.

What should Suzy do next?

  1. She can tell the pushy boss that he’s a dingbat for trying to fire an older worker who is obviously still competent and who has not received a negative performance review.
  2. She can read up on the definition of “disability” in the Americans with Disabilities Act in case Doug decides to ask for an accommodation.
  3. She can verify that the company has employment practices liability insurance because her gut instinct is that Doug’s boss is about to demonstrate the need for such coverage.

In the actual case, the older worker eventually took early retirement based on health reasons and faded away without raising any of the legal issues that were available to him. The pushy boss was promoted which allowed him to be pushy to a greater number of people simultaneously.

If your company is struggling with HR issues, Corporate Compliance Risk Advisor can help you create HR policies that are appropriate for your company’s size and then serve as a resource to your staff as the policies are implemented.

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I’m Not His Employee

Another update from the Jungle….
image011Addison works for Rob, who has a consulting business. (We met Rob in last week’s post.) The work is sporadic and project-based but she likes it that way because she’s a free spirit. Addison worked for large corporations for many years and is happy to be on her own now.

She does project-based work for several businesses, including Rob’s, and also has a few clients of her own. She dislikes sales and prospecting for clients because she prefers to focus on the work. She likes working for Rob because he pays quickly and the projects allow her plenty of scope for imagination.

Today when she stopped by Rob’s office to discuss the next project, she found him in a strange mood and slightly hung over from overindulging in Gentleman Jack. Rob began talking about financial problems. At first Addison thought he was telling her that he was insolvent. Then she realized he was talking about some new policy of the U.S. Department of Labor (DOL).
image015The DOL recently said that it would no longer use the “control” test to determine if a worker is an independent contractor (1099 worker) or an employee (W-2 worker). Instead, the DOL plans to use an “economic reality” test. This new test has a number of factors but can be summed up by saying that if a worker is economically dependent on the employer, then the worker is a W-2 and not a 1099.

Addison accepts Rob’s offer of a shot of Gentleman Jack, although she prefers Buffalo Trace, and they sit in a gloomy silence as they contemplate what the new test means for each of them. Addison dreads the idea that she could again be classified as a W-2 because she likes being free to work at her pace and only on things she enjoys doing.

What should Addison do next?

  1. She can explain to Rob that she has other clients in addition to the work she does for him and so she thinks that she truly is an independent contractor.
  2. She can incorporate her business now that she has the money to do so rather than continuing to operate as a d/b/a. Incorporating is additional proof that she is running her own business.
  3. She can wait to make any changes until she has more information.

If your company is struggling with HR issues, Corporate Compliance Risk Advisor can help you create HR policies that are appropriate for your company’s size and then serve as a resource to your staff as the policies are implemented.

Download my FREE eBook today! Click here! 

Click here to join the HR Compliance Jungle today.

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He’s Great at Sales, Lousy With People

Another update from the Jungle…
image002Helen handles HR issues for her company. She has an open door policy to encourage employees to talk to her because it’s a great way to take the pulse of the workforce. If bad (or she can only hope, good) things are happening, she’ll hear about it before it first.

For several months now, she’s been hearing disturbing news through the grapevine about Sam. He’s the leading salesman for the company and he won last year’s salesman of the year award. The company owners and his immediate supervisor love him because he’s boosted company sales noticeably. But his co-workers hate Sam.

Sam talks loud, usually over the conversation of others, because he always wants to be the center of attention. He is rude to lower level co-workers unless he wants their help; although he never acknowledges their help when praise is handed out. His comments to female co-workers are often outrageous but can’t really be labeled sexist since his comments to male co-workers are often outrageous, too. There’s a rumor going round that some of the women are pricing deadly weapons and bidding on the chance to administer the attitude adjustment to Sam.

In short, Sam is great at his job but the collateral damage he causes to office morale makes Helen wonder if he’s really worth the hoopla. Yesterday, Sam yelled at the sales department’s administrative assistant who then hid in the bathroom to cry. This morning, before Helen finished her first cup of coffee, the admin assistant’s in her office complaining about Sam.

What are Helen’s options?

  1. She can meet with Sam to explain (again) that the company has a no-bullying policy and won’t tolerate his behavior. Since that hasn’t worked before, she’s mentally reserving the right to join the women’s bidding pool on the attitude adjustment.
  2. She can ask Sam’s supervisor to join her and Sam for the meeting to discuss the progressive disciplinary action that needs to be taken.
  3. She can research the cost of hiring an executive coach who can help Sam learn to play well with others and then submit the proposal to the owners and Sam’s supervisor for approval.

If your company is struggling with HR issues, Corporate Compliance Risk Advisor can help you create HR policies that are appropriate for your company’s size and then serve as a resource to your staff as the policies are implemented.

Download my FREE eBook today! Click here!

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Visit us: http://www.complianceriskadvisor.com

Another Angle on Employee Performance.

Another update from the Jungle…

USA-E-Riviera-p39Annual performance reviews often cause a spike in anxiety and disgruntlement. No one likes completing the forms and few enjoy the results. Worse is that annual reviews provide only a once-a-year snapshot of an employee’s performance. Instead of the annual forms, grading employees on a scale of 1 to 5 or 1 to 10, consider switching to a process of constant feedback.

Constant feedback is not a new idea. One of my favorite practitioners of this method was General Robert T. Frederick. In World War II he commanded a joint U.S.-Canadian unit called the First Special Service Force (the Force) which fought in North Africa and Italy.

General Frederick set high standards of performance because the Force was an experiment in unconventional warfare. To ensure that his standards were met, he provided constant feedback to his officers and men. In 1944 while fighting in Italy he developed a unique method for assessing their performance.

Before a battle, General Frederick would meet with his officers to review the plan of attack. After the meeting, General Frederick would leave the Allied line and infiltrate the ground to be attacked. From this vantage point, he would observe his troops as they attacked the enemy.

After the battle ended, General Frederick would rejoin his men for a debriefing. That’s when his subordinates received their performance reviews. Any officer not leading from the front could expect an unfavorable review. Any officer or enlisted man who showed initiative during the attack could expect to earn a commendation and often a recommendation for a bravery medal.

Of course, no one needs to go to war to emulate the feedback method practiced by General Frederick. Consider switching from the annual performance review to providing constant feedback that is tied to particular projects or activities at your company. Better informed employees will be more effective in meeting the company’s goals.

If your company is struggling with HR issues, Corporate Compliance Risk Advisor can help you create HR policies that are appropriate for your company’s size and then serve as a resource to your staff as the policies are implemented. For more information on the management style of General Frederick (and the escapades of the Force), look at The Devil’s Brigade, by Robert H. Adleman and George Walton (1969) or The Black Devil Brigade, by Joseph A. Springer (2001).

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