… and avoid a bullying allegation
Poor staff performance is one of employers’ most common complaints. Managers faced with difficult conversations about work standards and potentially litigious staff often avoid dealing with it or don’t handle it very well. But ignoring the issue can demotivate other staff, so tackle poor performance firmly and with early intervention.
If the quality of a member of staff’s work is a cause for concern you need to assess their capability to do the job. This means monitoring and assessing their skills, ability, aptitude and knowledge in relation to their role. Poor performance is one of the potentially fair reasons for dismissal, provided that a fair capability procedure, or disciplinary procedure, has been correctly followed. But be careful not confuse incapability with misconduct; they are different.
Set clear standards
Ensure that employees know your organisation’s minimum standards for performance at work. Put in place clear rules, guidelines and standards and apply them fairly and consistently. Be precise. If you can’t explain exactly what you expect your employees to deliver you’ll have a problem explaining to an Employment Relations Authority hearing why you have reasonable belief that a dismissed employee was incompetent.
Regular objective feedback is key to addressing performance problems. Be friendly, fair and objective but keep a degree of separation from your employees. In addition to the exchanges that take place during the working day, meet with employees regularly (every two or three months) to discuss performance and to give and receive informal feedback. Such meetings are useful for reiterating standards, providing relevant information and establishing agreements and expectations on both sides.
Act as soon as you notice an employee is not performing work to the required standard. Delaying or doing nothing may make the performance problem worse.
Focus on the facts
Investigating will help you collate an accurate picture of the employee’s performance. The first steps will be informal. Discuss the matter with the employee, giving specific examples. Develop an informal Performance Improvement Plan (PIP) together and jointly sign it off. Ensure the employee is fully supported. Provide training where necessary.
Give time to improve
Allow the employee reasonable time to improve. Two or three months is appropriate in most cases. If there’s insufficient improvement, move to the formal capability process and ensure all procedural elements, such as notification of potential dismissal as one outcome and the right to be accompanied, are observed. The Personal Improvement Plan should continue alongside the formal process.
Avoiding a bullying allegation
Some employees may respond to their performance being challenged by submitting a grievance citing bullying and harassment. When faced with this many managers simply abandon the whole thing. To avoid opportunistic harassment complaints ensure your Dignity at Work procedure points out that managers have a right and a duty to manage. Dealing with performance problems takes managers into a conflict zone which can challenge respectful working. Ensure that your body language, behaviours and tone are not perceived as threatening or aggressive. Remain calm, professional and respectful. Provide evidence of poor work performance. Ask the employee why they think they are being bullied. An example question might be: “Help me understand why you think I’m treating you less favorably than anyone else who performs at this level?”. Putting the onus back on the employee helps to hold them to account. Ensure that you are treating them fairly, objectively and consistently with other employees.
- Communicate clear and measurable standards
- Monitor performance
- Give feedback for early correction
- Investigate fully and create a performance improvement plan
- Provide sufficient time to improve and escalate to a formal process if standards are not met
- Follow a fair, reasonable, objective and consistently applied capability procedure
- Ensure all procedural elements are observed and that the rules of natural justice are applied
- Only dismiss the employee if they cannot meet the standard required and no further adjustments can be made to help them, or deployment into a suitable alternative role is not possible.
- Where dismissal could be an option seek advice from a suitably qualified professional.
Source: adapted from CIPD article