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Termination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of Users internal affairs the conduct of its business or providing professional services to Users clients

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Page 1: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Termination Training for Managers and Supervisors

A guide to fair and consistent terminations

©2009 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 2: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Unionized vs. non-unionized workplacesworkplaces

This presentation is applicable to both unionized and non-unionized workplaces; however, persons in unionized workplaces must consider this ppresentation in the context of the applicable collective agreement.

In particular, unionized employees may have representation rights and will have grievance and arbitration responses to discipline and dismissal.

©2009 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

p p

Page 3: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

FAQs

There are so many legal risks involved withThere are so many legal risks involved with terminating an employee. Isn’t it safer to keep the employee and hope for the best?p y p

Why is documentation so important in termination decisions?decisions?

What should a manager or supervisor do if a review of all the facts shows that a termination should not have occurred?

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 4: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Documentation

Helps improve performance

Enhances communication

Justifies your actions

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 5: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Support and substantiation

Documentation can show:

li i f ll d policies were followed there was a valid business purpose for the disciplinediscipline the overall personnel record supports the disciplinediscipline treatment was even-handed

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 6: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

ABCs of documentation

Document communications with all employees. Be sure to give details Be sure to give details. Complete documentation in a timely manner. I l th l Involve the employee. Conduct a final review. Retain your records.

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 7: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Investigation guidelines

• Use consistent investigative procedures• Use consistent investigative procedures• Use an impartial investigator • Begin investigation promptly• Interview those involved and all witnesses• Interview the “accused” before making a decision• Document investigation activities• Document investigation activities • Assemble all relevant facts • Gather relevant records • Analyze all data • Make a sound decision• Write a final report

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

• Write a final report

Page 8: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Quick quiz

M l i did f k F id b hMelanie did not report for work on Friday because her car wouldn’t start. On Monday, her supervisor asked for a receipt showing that she had the car repaired, but Melanie did not have oneMelanie did not have one.

Which documentation of the incident is the best one?

“Melanie lied.”

“O M d O b 1 2007 M l i id h ld ’“On Monday, October 1, 2007, Melanie said she couldn’t come to work last Friday because her car broke down. I asked her for receipts for repairs. She couldn’t provide them. I asked her the name of the garage where the repairs were performed and she said she couldn’t

b ”

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

remember.”

Page 9: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Quick quiz

M l i did f k F id b hMelanie did not report for work on Friday because her car wouldn’t start. On Monday, her supervisor asked for a receipt showing that she had the car repaired, but Melanie did not have oneMelanie did not have one.

Which documentation of the incident is the best one?

“Melanie lied.”

“O M d O b 1 2007 M l i id h ld ’“On Monday, October 1, 2007, Melanie said she couldn’t come to work last Friday because her car broke down. I asked her for receipts for repairs. She couldn’t provide them. I asked her the name of the garage where the repairs were performed and she said she couldn’t

b ”

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

remember.”

Page 10: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Quick quiz

What should you, as a manager, remember to do when creating documentation?D t b th iti d ti tDocument both positive and negative commentsGeneralize statementsNegate employee commentsGive detailsReview documentationDiscard documents after two weeks

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 11: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Quick quiz

Wh t h ld b tWhat should you, as a manager, remember to do when creating documentation? D t b th iti d ti tDocument both positive and negative comments Generalize statements N t l tNegate employee comments Give details Review documentation Discard documents after two weeks

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 12: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Quick quiz

Wh t h ld b tWhat should you, as a manager, remember to do when creating documentation? D t b th iti d ti tDocument both positive and negative comments Generalize statements N t l tNegate employee comments Give details Review documentation Discard documents after two weeks

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 13: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Quick quiz

What should you, as a manager, remember to do when creating documentation? D t b th iti d ti tDocument both positive and negative comments Generalize statements Negate employee comments Give details Review documentation Discard documents after two weeks

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 14: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Quick quiz

What should you, as a manager, remember to do when creating documentation? D t b th iti d ti tDocument both positive and negative comments Generalize statements Negate employee comments Give details Review documentation Discard documents after two weeks

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 15: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Quick quiz

Wh t h ld b tWhat should you, as a manager, remember to do when creating documentation? D t b th iti d ti tDocument both positive and negative comments Generalize statements N t l tNegate employee comments Give details Review documentation Discard documents after two weeks

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 16: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Quick quiz

Wh t h ld b t dWhat should you, as a manager, remember to do when creating documentation? D t b th iti d ti tDocument both positive and negative comments Generalize statements N t l tNegate employee comments Give details Review documentation Discard documents after two weeks

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients

Page 17: Termination Training for Managers and SupervisorsTermination Training for Managers and Supervisors A guide to fair and consistent terminations ©2009 CCH. All Rights Reserved. Content

Final review exam

10 i10 questions

©2008 CCH. All Rights Reserved. Content is provided to the User for the personal use of the User and not for re-sale. Content may be used only for the purpose of User’s internal affairs the conduct of its business or providing professional services to User’s clients