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RISK MANAGEMENT IN EMPLOYMENT DANYELLE WILLIAMS ACKALL, SPHR

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Page 1: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

RISK MANAGEMENT IN EMPLOYMENT

DANYELLE WILLIAMS ACKALL, SPHR

Page 2: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

AGENDA

• You can Dilute the Risk by…• Practice safe railroad crossings

• Do the laundry (list of Expectations

• Never throw a surprise party

• Buy a filing cabinet - Documentation

• Be Lady Justice (Fair treatment)

• Provide accurate report cards - Performance Evaluations

• Channel Aretha Franklin - Respect

• Keep it in the bedroom - Privacy

Page 3: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

WHAT IS MORE LIKELY?

You’ll be in a car accident OR You’ll be bitten by a zombie

Page 4: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

WHAT IS MORE LIKELY?

You’ll adopt a dog OR You’ll be a Cowboys’ Cheerleader

Page 5: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

WHAT IS MORE LIKELY?

You’ll receive a compliant against you at work OR

You’ll have to defend your actions in court

HR

Page 6: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

WHAT IS MORE LIKELY?

You’ll witness someone left out or pushed out at workOR

You’ll receive an EEOC Complaint for discrimination

Page 7: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

WHAT IS MORE LIKELY?

HR

Page 8: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

PRACTICE SAFE RAILROAD CROSSINGS

• Warnings

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 9: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

PRACTICE SAFE RAILROAD CROSSINGS

• Performance/Behavior Warnings:

• Make them CRYSTAL clear

• Avoid sandwiching the bad news

• Be sure the information is timely

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 10: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

PRACTICE SAFE RAILROAD CROSSINGS - CLARITY

• Think about the objective

• “This is a verbal warning”

• Descriptions of behavior and expectation

• Examples!

• Plan what you want to say and how you will say it

• Keep it simple

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 11: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

PRACTICE SAFE RAILROAD CROSSINGS – NO SANDWICH

• Don’t sugar coat the coaching/counseling

• It is far kinder to tell someone about poor performance

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 12: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

PRACTICE SAFE RAILROAD CROSSINGS - TIMELY

• Address issues quickly

• Avoid avoidance (finding another route)

• Handle it yourself

• Plan the conversation and provide examples

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 13: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

DO THE LAUNDRY

• A laundry list of expectations:

• Job duties

• Deadlines

• Attitude/Willingness to volunteer

• Team approach

• General work ethic

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 14: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

EXAMPLES – THEY SHOULD KNOW

• Always have something to write on

• Rise above office politics

• Be respectful of other people’s time

• Don’t talk money

• No surprises

• Be willing

• No helicopters

• Say thank you when given a compliment

Page 15: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

EXAMPLES – THEY SHOULD KNOW

• Ditch the gum

• Don’t trash your employer

• Do NOT answer the cell phone in the restroom

• Never underestimate the power of the administrative assistant

• Take responsibility for your mistakes

• Handshake, hairstyle, and attire matter

• 8:01 am is late; 4:59 pm is early

• You are not too good to: make coffee, make copies, take minutes

Page 16: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

NEVER THROW A SURPRISE PARTY

• Written warnings should never be a surprise

• Terminations should never be a surprise

• Poor performance reviews should never be a surprise!

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 17: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

NEVER THROW A SURPRISE PARTY

• Coaching

• Verbal Warning

• Written Warning

• Suspension/Performance Improvement Plan

• Termination of Employment

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 18: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

BUY A FILING CABINET

• Document, document, document

• Supervisor’s notebook

• Email

• Memo to file

• Memo with employee signature

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 19: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

BE LADY JUSTICE

• Treat all employees fairly and equally

• Don’t single anyone out

• Most don’t know the law

• Be consistent

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 20: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

PROVIDE ACCURATE REPORT CARDS

• Performance Reviews should accurately reflect performance

• Stop trying to be “nice”

• Fosters resentment in team

• Sets up employee to fail

• Don’t say one thing and do another

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 21: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

CHANNEL ARETHA FRANKLIN

• R-E-S-P-E-C-T

• “Am I treating this employee the way I would want to be treated?”

• Acknowledge experience and knowledge

• Communicate when you can to build trust

• The walk of shame

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 22: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

KEEP IT IN THE BEDROOM

• Privacy matters

• Confidentiality is key

• Emails always make it to the former employee

• Work distribution announcements get twisted

Agenda

• Practice Safe Railroad Crossings

• Do The Laundry

• Never Throw A Surprise Party

• Buy A Filing Cabinet

• Be Lady Justice

• Provide Accurate Report Cards

• Channel Aretha Franklin

• Keep It In The Bedroom

Page 23: Risk Management in Employmentinfo.fortworthcpa.org/2017_CPE/MCD_Ackall.pdfCHANNEL ARETHA FRANKLIN •R-E-S-P-E-C-T •“Am I treating this employee the way I would want to be treated?”

MANAGE THE RISK