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OEMC Municipal Conference
                 September 14th, 2012



Social Media in Today’s Business – The Good,
           The Bad and the Ugly

Performance Management – Developing your
    Future Leaders and High Performers
                         By
          Templeman Consulting Group Inc.
                         &
OEMC - September, 2012

Agenda

• Social Media

• Performance Management

• Updates in Labour and Employment Law

• Q&A
Social Media in Today’s Business –
 The Good, The Bad and The Ugly

 How to use social media to your advantage while
 understanding and minimizing the risks to your
                   organization

                          By
     Terrence A. F. Whyte, B.A., LL.B., LL.M., CHRP
        Partner (TM) & Managing Partner (TCGI)
OEMC - September, 2012


Social Media

Definition:

Forms of electronic communication (as web sites
for social networking and micro blogging) through
which users create online communities to share
information, ideas, personal messages, and other
content (eg. videos).

-Merrian-Webster Dictionary
OEMC - September, 2012


Social Media – Interesting Facts


• Nearly 4 in 5 active internet users visit social
  networks and blogs



• And spend more time on Facebook than other sites
OEMC - September, 2012


Social Media – Interesting Facts


• 54% of US companies have banned employees
  using social networking sites

• 19% only allow access to these sites for business
  purposes
OEMC - September, 2012


 Social Media – Interesting Facts

• Social mobile apps are up 30% from 2010

• Employee and Employer conduct is subject to
  Canada’s privacy, human rights and employment
  laws, regardless of whether that conduct takes place
  on or offline.
OEMC - September, 2012

 Social Media– The Good


The University of Melbourne released a report that
found social media use by employees leads to a 9%
productivity boost:

     “Surfing the net at work for pleasure actually
     increases our concentration levels and helps
     make a more productive workforce”
OEMC - September, 2012


Social Media– The Good



And can potentially be a great tool for resolving
problems or questions – large network at your
fingertips

A great research tool re: litigation/arbitration
OEMC - September, 2012


Social Media – The Good

Free advertising – social media provides a opportunity
to reach an unlimited number of people at no cost to
your organization

Increase recruitment efforts – reach a larger audience
of potential candidates
OEMC - September, 2012


Social Media – The Bad


Lack of security features – inadvertently downloading
viruses and spyware from social networking sites that
can disable the computer’s security systems and
firewall settings
OEMC - September, 2012


Social Media – The Bad


Wasted time – a 2009 media study showed companies
lost an average of 1.5% total office productivity when
employees can access social media
OEMC - September, 2012


Social Media – The Bad

Recruitment risks - Inadvertently discriminating
against some individuals

Links on blogs and social media – are you
inadvertently endorsing others’ content that could
potentially put your organization at risk? Liability?
OEMC - September, 2012


Social Media – The Ugly

Privacy concerns:
   • sharing confidential company information

   • ANYTHING written or shared on a social
     networking site is public, and can be very
     difficult, if not impossible, to remove all traces
     of the information posted
OEMC - September, 2012


Social Media – The Ugly

• 9% of organizations report to dismissing an
  employee for misconduct with respect to social
  media

• Adds a new avenue for potential workplace
  harassment or threats of violence
OEMC - September, 2012


Social Media and Recruitment
While there is no legal barrier to an employer
accessing information on a public domain (e.g.
Facebook, LinkedIn, Twitter) there are some legal
concerns to keep in mind:

By conducing searches on social media sites, there is
the possibility of learning potentially discriminatory
information about a candidate
OEMC - September, 2012


Social Media and Recruitment

Candidates may disclose information about marital
status, children, religion, disabilities that, by law, must
be ignored in a hiring decision (s. 5 Human Rights
Code prohibited grounds)

If a candidate does not get the job and he/she becomes
aware that the Employer has conducted a social media
search, there is the potential for a human rights
complaint.
OEMC - September, 2012


 Social Media and Recruitment

Best approach:

If you are going to review a candidate’s information
on social media, have 2 different streams operating
parallel to each other:
OEMC - September, 2012


 Social Media and Recruitment

Best approach:

1) one person looking online gathering data and

2) reporting to the recruiter/individual responsible for
   hiring decisions ONLY the information that is
   RELEVANT to the job being applied for.
OEMC - September, 2012


 Social Media Policies


45% of businesses do not have social medial and
networking policies in place;

43% have experienced employee misuse of social
networks
OEMC - September, 2012


Social Media Policies


Any social media/acceptable use of internet policy
should cover all employees, elected officials,
committee/commission personnel, and any others who
represent the organization
OEMC - September, 2012


Social Media Policies

All policies should include at a minimum:

  •   to whom the policy applies
  •   definition of what social media is covered
  •   what is considered acceptable use
  •   discipline procedures for misuse
OEMC - September, 2012


 Social Media Policies
Discipline and discharge:

Provided that employees are aware of the policy and it
is consistently enforced, employers may discipline
employees up to and including termination for
inappropriately using social media on company time
OEMC - September, 2012


  Social Media Policies

Discipline and discharge:

     Misuse away from work:

     to be disciplinable, the conduct must harm the
     employer’s reputation and/or significantly
     impair the employment relationship
OEMC - September, 2012


 Social Media Policies


It is important to note that the use of social media
meant to harass, bully or discriminate another
employee, whether it occurs in the workplace or
outside, can be considered an offence under the
Occupational Health and Safety Act’s Bill 168 –
violence and harassment in the workplace
OEMC - September, 2012


 Employee Monitoring
When considering whether a particular form of
monitoring is reasonable, courts and privacy
regulators will apply the following four-part test:

1. Is the workplace monitoring demonstrably
   necessary to meet a specific need?

2. Is the method chosen likely to be effective in
   meeting that need?
OEMC - September, 2012


 Employee Monitoring


3. Is the loss of privacy proportional to the benefit
   gained?

4. Is there a less intrusive way for the employer to
   achieve the same end?
OEMC - September, 2012


Employee Monitoring


Under the four-  part test, an “acceptable use” internet
policy will generally be considered as effective, yet far
less invasive, than monitoring internet activity
through, for instance, a keystroke logger, and will
typically be accepted in the case of an employee
termination stemming from the results of employee
monitoring.
Lougheed Imports v. U.F.C.W.
             &
    Alberta v. A.U.P.E.
             &
  Chatham- Kent v. C.A.W.

    Recent Social Media Cases
OEMC - September, 2012


Lougheed Imports Background
  The B. C. Labour Relations Board upheld the
  termination of two employees who were fired
  because of derogatory comments made about
  their employer on Facebook. The employees
  posted insulting and threatening comments
  against their workplace and against
  management personnel. They also alleged
  dishonest dealings by their employer.
OEMC - September, 2012


Lougheed Imports Background
There were 11 postings in a period of a month. Each
employee was “friends” with co-     workers, former
employees, and managers of the employer on
Facebook.

The Employer met with the employees and asked them
about the postings. They denied writing them and
claimed that they had left their Facebook accounts
logged on and that anyone could have written them.
OEMC - September, 2012


Lougheed Imports Background

The employer found the comments were inappropriate
and insubordinate and created a hostile work
environment for co- workers and supervisors. It also
said they were likely to damage the reputation and
business interests of the Employer, and that the
employees’ wrongdoing was compounded by their
dishonesty about the postings.
OEMC - September, 2012


Results
The Board found proper cause for dismissal. The
complainants could not have a serious expectation of
privacy when publishing comments on their Facebook
websites. The comments were damaging to the
Employer’s business.

The Board found them to be akin to comments made
in the workplace because Facebook friends included
co-workers, former employees and an existing
manager.
OEMC - September, 2012


Alberta v A.U.P.E. Background
An employee of Alberta Public Service was
terminated after an investigation into derogatory
postings which she made on her internet blog about
some of her colleagues. The employee kept a personal
blog with open public access. She ridiculed co-
workers online and belittled the administrative
processes of the employer. Aliases were used in place
of actual names, but it was possible to infer to whom
she was referring.
OEMC - September, 2012


Alberta v A.U.P.E. Background
She used negative terms when referring to her
colleagues, like “Nurse Ratched” and the “lunatic in
charge.” The employee was terminated when the
employer discovered the blog.

The employee’s main defence was that she did not
know that her blog was accessible to the public and
that she did not realize her postings were hurtful or
insubordinate.
OEMC - September, 2012


Result

The Board found that in expressing contempt for her
managers, ridiculing her co-workers, and denigrating
administrative processes, the employee engaged in
serious misconduct that irreparably severed the
employment relationship, justifying discharge.
OEMC - September, 2012


Result
Note that in subsequent judicial review of the
arbitrator’s decision, the termination was reversed;
however, the court confirmed that termination based
on the employee’s online actions could have been
justifiable. Reinstatement was ordered because
management failed to comply with the due process for
discipline provided in the collective agreement.
OEMC - September, 2012


Chatham-Kent v. C.A.W. Background

A personal care giver in a nursing home created a
website where she published text and pictures about
various residents without their consent. The employer
terminated the employee for cause due to breach of
confidentiality and insubordination.
OEMC - September, 2012


Result

The employee’s claim for unjust dismissal was denied.
The arbitrator found that the employer had just cause
for termination, as the employee made insubordinate
remarks about management on a public blog. Also,
the employee breached her confidentiality agreement.
OEMC - September, 2012


Result

The employee training manual expressly stated that
information available to the employee during the
course of his or her duty must be kept from social
conversation and remain confidential.
OEMC - September, 2012


Result

The arbitrator rejected the defence that the blog had
been intended to be private, as instructions on the blog
site made it clear that the blog would be publicly
accessible unless certain privacy settings were
expressly selected.
Performance Management


Developing your Future Leaders and
         High Performers
OEMC - September, 2012


Performance Management System
 Success and failure factors

 What do you feel are the critical elements needed
 for a performance system to be successful?

 What contributes to the failure of performance
 systems?
OEMC - September, 2012


Recognition -what it is Not
• It is not the 5 year pin

• It is not the gold watch on your 25th anniversary

• It is not a dinner in your honour on your retirement

    these are acknowledgements of an individual’s
         length of service to the organization
OEMC - September, 2012


Recognition
 Is performance driven

 Is consistent with the individual’s goals

 It supports the organization’s goals

 It furthers the success of the individual & the
 organization
OEMC - September, 2012


 Recognition -Purpose
To recognize exceptional performance against
        agreed upon Specific standards
              that are Measurable
               that are Achievable
                that are Realistic
             that are Time specific


               S.M.A.R.T.
OEMC - September, 2012


Recognition -Rewards


          Monetary

        Non-monetary
OEMC - September, 2012


Recognition -Rewards

          In terms of rewards,

    most everything we can think of,

         in one way or another,

        has a price tag attached
OEMC - September, 2012


    How to Reward

Exceptional Performance

          &
     Manage it for

    Future Growth
OEMC - September, 2012


Manage the Employee’s performance
         in such a way that


         the achievement

   of exceptional performance

         is communicated

         to the employee
OEMC - September, 2012

  Manage the Employee’s performance
           in such a way that


     formal & informal rewards
recognizing exceptional performance
            are in place
                 &
   communicated to the employee
OEMC - September, 2012




   This process is defined as



Performance Management
OEMC - September, 2012


Performance Management
 The informal and formal process of regularly
 planning, monitoring, reviewing, documenting,
 discussing and improving employee performance
 and results to further the success of the
 organization.

 The object of performance management is to help
 people to do a better job and reward them properly
 for doing so.
OEMC - September, 2012


Performance Management Problems
 Perplexing Reality
             Poor in Implementation

               Periodic HR Event

              Unpleasant Necessity

         Managers & Employee Avoid
OEMC - September, 2012


Performance Management Problems
 Attainable Goal

            Good in Theory & Practice

         Continuing Collaborative Process

                   Value Added

         Managers & Employee Embrace
OEMC - September, 2012


Employee Perceptions

I understand the measures used to evaluate my
performance…..                      60% yes

My performance is rated fairly….. 57% yes

My manager clearly communicates goals &
assignments……                   47% yes
OEMC - September, 2012


Employee Perceptions

 My performance reviews are conducted regularly
 and on a timely basis…..      42% yes

 My reviews are helpful in improving
 performance…..                  39% yes

 My manager gives regular feedback…..
                               37% yes
OEMC - September, 2012


Managers’ Most Common Complaints

    Employees become defensive when I give them
                    feedback

    I don’t like sitting in judgement of my employees

               This takes too much time
OEMC - September, 2012


Managers’ Most Common Complaints

    It’s just a paper exercise that is not directly related
                   to the work of my group

    It’s just another form that HR insists we complete

    The evaluation forms do not relate to the work my
                       people do
OEMC - September, 2012


Managers’ Most Common Complaints

          This is just a “once- year” activity
                               a-

    The only thing employees are interested in is the
                   size of their raise

   Employees don’t want to participate in performance
                    management
OEMC - September, 2012


“Performance Evaluation” or
    “Performance Appraisal”


 implies a periodic event not an on-going
                 process

         is a scorecard approach
OEMC - September, 2012

Performance Appraisal Research
 Three critical questions were asked:

  1. How satisfied are employees with their
  organization’s performance appraisal system?

  2. How do they see performance practises changing
  the future?

  3. What factors cause performance management
  systems to succeed or fail?
OEMC - September, 2012


Research Findings
 Regardless of position, both managers and staff see
 a lot of room for improvement in performance
 management practises

 Respondents give the lowest grades to feedback and
 coaching

 Respondents do not see a clear link between their
 performance and their pay
OEMC - September, 2012


Research Findings

 Respondents describe performance management as
 a fragmented system that lacks continuity

 Little opportunity for employee involvement in the
 appraisal process

 Performance is not rewarded sufficiently
OEMC - September, 2012


Research Findings

 Appraisals are late and focus on the petty and the
 negative

 Managers do not follow up with employees after
 appraising them

 It takes too much time
OEMC - September, 2012




Performance appraisal is widely considered by
both academics and practising managers as one of
the most valuable human resources tools.

It is a vital component in recruiting and hiring
employees where it is used to validate selection
procedures.
OEMC - September, 2012




In the staffing arena, transfer, layoff, termination,
and promotion decisions are based on appraisal
results.

In compensation administration, performance
appraisal forms the basis for the administration of
merit pay systems.
OEMC - September, 2012




Can serve as a motivational device to
communicate performance expectations to
employees and to provide them feedback.

Indispensable in training and development
activities to assess potential and to identify
training needs.
OEMC - September, 2012


Despite the assumption that performance
appraisal is valuable, not a lot of time is devoted
to it:
     an average of 8 hours per employee per year
        for appraising executives and managers

              6 hours on professionals

      fewer than 4 hours on non- managerial,
               nonprofessional staff
OEMC - September, 2012




   These figures include all of the appraisers’
     activities in observing and documenting
performance, completing the evaluation form, and
       conducting the appraisal discussion
OEMC - September, 2012


Why No Time is Spent

              Managers are
     not commonly held accountable
        for how well they conduct
          performance appraisals
            on their employees
OEMC - September, 2012


Improving Appraisal Effectiveness


       Get employees more involved in the design,
         development, and administration of the
             performance appraisal system

    Participation creates ego involvement and a sense
             of commitment to the process
OEMC - September, 2012


Improving Appraisal Effectiveness

            Invest more heavily in training
               raters to use the system

                  Train managers to
          observe and document performance
      and to communicate information effectively
           and deliver performance feedback
OEMC - September, 2012


Improving Appraisal Effectiveness

   Create an environment in which performance
     information is viewed as a resource that
   managers can use to develop their employees

    Top managers must create a climate in which
   accurate and timely performance appraisal is
  expected of all managers, is taken seriously, and
                    is rewarded
OEMC - September, 2012


Improving Appraisal Effectiveness


     Make a performance appraisal a shared
   responsibility of the ratee, not just the rater

  This fundamental philosophical shift takes the
 burden to “be nice” from the managers and frees
                them to be honest
OEMC - September, 2012


Improving Appraisal Effectiveness


  As part of this philosophy, employees must be
   trained to use feedback from the appraisal
      process to manage their own careers
OEMC - September, 2012



Improving Appraisal Effectiveness
    Use multiple perspectives (multiple raters),
  including peer evaluation, to reduce the reliance
                 on a single source

  This reduces sampling error by increasing the
  number of observations and makes raters more
    comfortable, since they are no longer solely
  responsible for what happens to the person as a
                result of the rating
OEMC - September, 2012


Conclusion ...


     performance appraisal is here to stay

overwhelming majority of organizations use the
                approach

       little discussion of abolishing it
OEMC - September, 2012


Conclusion ...


 there is widespread dissatisfaction with almost
    everything concerned with performance
                   appraisals
OEMC - September, 2012


Conclusion ...


  neither appraisers nor those being appraised
   feel entirely comfortable with the process
OEMC - September, 2012

David W. Ewing
    on Performance Appraisals:

  “Performance appraisal has come a long way
  (over the previous 25 years) since its origin as a
  simple, principally one-way communication
  between a boss and his subordinate….
OEMC - September, 2012

David W. Ewing
    on Performance Appraisals:


   “Judging from the articles in this series, the
   technique still has a way to go before most
   managers will be satisfied with it….”
OEMC - September, 2012

David W. Ewing
    on Performance Appraisals:

  “…It seems safe to conclude, however, that
  performance appraisal is not a passing fad.
  Any technique that can stimulate the kinds of
  experiment and inquiry described in this series
  should be around for many years to come.”
OEMC - September, 2012

 James L. Hayes
    on Performance Appraisals:


“There are some ideas in management whose time
comes and goes and comes again, depending on
circumstances of economy or fashion….
OEMC - September, 2012

 James L. Hayes
    on Performance Appraisals:


“I have in mind such things as direct costing, the most
profitable means of inventory valuation, and the eternal
shift between centralization and decentralization….
OEMC - September, 2012

James L. Hayes
   on Performance Appraisals:


“There are other ideas whose time is ever present and
whose demands for effective practice are immutable.
Of these perhaps the most pertinent for all managers
anywhere in no matter what type of operation - …
OEMC - September, 2012

James L. Hayes
   on Performance Appraisals:


“whether in the public or private sector, whether in a
market or socialist economy -is the need for
effective performance appraisal.”
OEMC - September, 2012


Performance Management Defined:


 The informal and formal process of regularly
 planning, monitoring, reviewing, documenting,
 discussing and improving employee performance
 and results to further the success of the
 organization.
OEMC - September, 2012


Objective of Performance Management

     To help people to do a better job and reward
     them properly for doing so.

       it is not to have beautifully completed forms.

       objectives lead to content.
OEMC - September, 2012


Performance Standards

  Have an impact on the success of the job

    Differentiate between successful and
         unsuccessful job performers

 Be at least partially within the control of the
              person being judged
OEMC - September, 2012


Performance Standards

Be based on observations which are documented
                and job related

 Communicate job performance expectation to
     employees and provide feedback
OEMC - September, 2012


Performance Standards



  Recognize the realities of the work to be
   performed (particularly important for
    managerial/supervisory positions)
OEMC - September, 2012


Performance Standards


  Recognize the importance of the organization
culture -that is, what is regarded as “successful”
       behaviour within the organization
OEMC - September, 2012


Purposes of Performance Appraisal

               Identify training needs

        Help determine performance based
              rewards/punishments

  Help make employee re-    organization decisions,
  particularly with regard to promotions, transfers,
         succession and work force planning
OEMC - September, 2012


Purposes of Performance Appraisal

              Set work objectives

      Help employees with counselling and
               career planning

           Help with legal purposes
           (termination, discipline)
OEMC - September, 2012


Purposes of Performance Appraisal


      Review and update job descriptions

  Validate HR practices (e.g. selection decisions,
   promotion decisions and training programs)
OEMC - September, 2012


Performance Management
 The informal and formal process of regularly
 planning, monitoring, reviewing, documenting,
 discussing and improving employee performance
 and results to further the success of the
 organization.

 The object of performance management is to help
 people to do a better job and reward them properly
 for doing so.
OEMC - September, 2012


   Performance Management

Offers both managers and employees an opportunity to:

             Identify mutually acceptable goals

     Develop action plans most likely to achieve
                     those goals, and

        Review performance on an ongoing basis
OEMC - September, 2012



Summary

   Make sure that all your employees always know
           how well they are performing

   Make sure they know that you are aware of their
                    performance

   There should be no secrets and everyone should
            know where he or she stands
OEMC - September, 2012


Summary

 For employees to improve poor work, they have
      to know clearly what the poor work is

   For employees to continue doing good work,
  they have to know clearly what that good work
                        is
OEMC - September, 2012



Performance Problems

Represents the difference between the performance a
 manager WANTS or EXPECTS from an employee

                       and

the performance they actually GET from the employee
OEMC - September, 2012



Performance Problems

Arises any time an employee does something the
manager feels they shouldn' t do or is not doing
  something the manager feels they should do

   Some are extremely serious and others are
      so small they not be worth solving
OEMC - September, 2012



Performance problems will arise


If an employee does not recognize that a problem
exists, then that employee will have no reason to
change his/her behaviour

If an employee lacks the necessary knowledge and
skills, he/she will be unable to perform effectively
OEMC - September, 2012


Performance problems will arise

 If an employee does not have the equipment
 needed to do a job, receives conflicting
 instructions, or if a bad environment or poor
 working conditions interferes with doing the job,
 that employee will be unable to do the job
 properly
OEMC - September, 2012



Performance problems will arise


If an employee determines that it actually
doesn't
matter if the job is done correctly or not, or if
the
consequences of doing a job properly or quickly
are unpleasant, ultimately, they will stop doing it
correctly
OEMC - September, 2012



Performance problems will arise


  If an employee does not know exactly how well or
  how poorly he/she is doing, there is no way
  his/her
  performance can be improved
OEMC - September, 2012


Performance Management
 Covers the following basic steps:

 Setting appropriate job performance standards
   and ensuring that employees are aware of
                      them

 Observing and identifying an employee's work
  behaviour, its outcomes and achievements as
   compared against agreed behaviours, goals
                  and standards
OEMC - September, 2012


  Performance Management
Evaluating job performance by using some method of
                     assessment

  Evaluating and developing -that is, channelling the
assessment results for the use of both the employee and
                    the organization:

     this includes discussing the results with the
     employee (providing feedback) and may lead to
     training and development activities
OEMC - September, 2012


Performance Management


           It is the process
    that judges the performance
            not the person
OEMC - September, 2012

Performance Standards should:



    Have an impact on the success on the job

        Differentiate between successful
        and unsuccessful job performers
OEMC - September, 2012

Performance Standards should:


     Be at least partially within the control
           of the person being judged

           Be based on observations
     which are documented and job related
OEMC - September, 2012

Performance Standards should:


  Communicate job performance expectation to
      employees and provide feedback
OEMC - September, 2012

Performance Standards should:


    Recognize the realities of the work to be
     performed (particularly important for
       managerial/supervisory positions)
OEMC - September, 2012

Performance Standards should:


   Recognize the importance of the organization
 culture - that is, what is regarded as "successful"
         behaviour within the organization
OEMC - September, 2012

Performance Appraisal should:


         Identify training needs

    Help determine performance based
          rewards/punishments
OEMC - September, 2012

Performance Appraisal should:


Help make employee re-organization decisions,
    particularly with regard to promotions,
transfers, succession, and work force planning

             Set work objectives
OEMC - September, 2012

Performance Appraisal should:

      Help employees with counselling
            and career planning

         Help with legal purposes
         (terminations, discipline)
OEMC - September, 2012

Performance Appraisal should:


      Review and update job descriptions

 Validate HR practices (eg. selection decisions,
  promotion decisions and training programs)
OEMC - September, 2012



 “There’s a world of difference between a strong ego
    which is essential and a large ego -which can be
destructive. The guy with a strong ego knows his own
  strength. He is confident... But the guy with a large
 ego is always looking for recognition. He constantly
            needs to be patted on the back.”
                     Lee Iacocca

       “It’s a bad plan that can’t be changed.”
                  Publilius Syrus
OEMC - September, 2012


 “Choose respect & responsibility”-anonymous

  “We become just by performing just actions,
temperate by performing temperate actions, brave
    by performing brave actions.” -Aristotle

 “To rule is easy; to govern, difficult.” -Goethe

 “Feel the fear do it anyway.” -Tamara Mellon,
          President Jimmy Choo Shoes
OEMC - September, 2012




    “Leaders are people who do the right thing;
     managers are people who do things right.
Both roles are crucial, but they differ profoundly.
I often observe people in top positions doing the
                wrong thing well.”

Warren Bennis in Why Leaders Can’t Lead (1989)
OEMC - September, 2012




   “Accept the risk of leadership” -anonymous


“The measure of success is not whether you have a
  tough problem to deal with, but whether it is the
         same problem you had last year”

         John Foster Dulles (1888-1959)
Current Issues in Labour and
      Employment Law
                       By
Terrence A. F. Whyte, B.A., LL.B., LL.M., CHRP
      Partner (TM) & Managing Partner (TCGI)
Accessibility for Ontarians With
    Disabilities Act, 2005

           An Update
OEMC - September, 2012


AOD Act, 2005
Purpose:
  To make Ontario fully accessible for persons with
  disabilities by 2025

  Gradual establishment and implementation of
  accessibility standards for the following areas:
  customer service, transportation, information and
  communications, the built environment, and
  employment
OEMC - September, 2012


AOD Act, 2005
 These standards are being given force of law by
 being adopted as binding regulations

 The goal of this legislation is voluntary compliance

 The AODA envisions an enforcement process
 involving compliance reporting, inspectors,
 director’s orders, and the oversight of a tribunal
OEMC - September, 2012


Non-Compliance


 Employers who do not comply with the standards
 could be subject to administrative penalties and be
 found guilty of an offence with fines of up to
 $100,000 for each day or part of a day that the
 offence continues to occur
OEMC - September, 2012


Non-Compliance


 A person who is found guilty of an offence could
 face a fine of up to $50,000 per day. Because of
 this, employers would do well to begin preparing
 their policies and procedures earlier, rather than
 later
OEMC - September, 2012


The Employment Standard
Part III of the Integrated Accessibility Standards
regulation sets out the Employment Standard under
the AODA

This standard sets out specific requirements for the
recruitment, retention and accommodation of people
with disabilities

The Employment Standard applies to all employers
with at least one employee in Ontario
OEMC - September, 2012


Important Milestones – Jan. 1st, 2012



 By this date every employer was to have provide
 individualized workplace emergency response
 information to employees who have a disability, if
 the disability is such that the individualized
 information is necessary, as soon as practicable after
 becoming aware of the need for accommodation
OEMC - September, 2012


Important Milestones – Jan. 1st, 2012


 The information provided to the employee must be
 reviewed when the employee moves within the
 organization, when the employee’s overall
 accommodations are reviewed and when the
 employer reviews its general emergency response
 policies
OEMC - September, 2012


Other Important Dates
 The other requirements of the Employment
 Standard are staged, depending on the size and type
 of organization

 For designated public sector organizations with 50
 or more employees, the deadline for compliance is
 Jan. 1, 2014

 For designated public sector organizations with
 more than 1 but fewer than 50 employees, the
 deadline is Jan. 1, 2015
OEMC - September, 2012

Other Employment Standards
Requirements Under the AODA
Other Employment Standards relate to:

1. Providing information regarding accommodation
   policies during the recruitment process

2. Informing employees of policies used to support
   employees with disabilities
OEMC - September, 2012

Other Employment Standards
Requirements Under the AODA
Other Employment Standards relate to:

3. Providing information to employees in accessible
   formats or using communication supports

4. Developing a written process for the development
   of documented individual accommodation plans
   for employees with disabilities
OEMC - September, 2012

Other Employment Standards
Requirements Under the AODA
Other Employment Standards relate to:

5. Developing a return to work process for
   employees who have been absent from work due
   to a disability and require disability-related
   accommodations in order to return to work

6. Taking into account the accessibility needs of
   employees with disabilities when using
   performance management process in respect of
   employees with disabilities
OEMC - September, 2012

Other Employment Standards
Requirements Under the AODA
Other Employment Standards relate to:

7. Taking into account the accessibility needs of
   employees with disabilities as well as any
   individual accommodation plans, when providing
   career development and advancement to
   employees with disabilities

8. Taking into account the accessibility needs of
   employees with disabilities when redeploying
   employees with disabilities
Bill 168 – Amendments to the Occupational
Health and Safety Act – Workplace Violence
             and Harassment
          Are You In Compliance?
OEMC - September, 2012


Bill 168 – Are You In Compliance?

• On June 15th, 2010, Bill 168 came into effect,
  amending the Occupational Health and Safety Act
  to deal with workplace violence and harassment.
OEMC - September, 2012


Bill 168 – Are You In Compliance?
Employer Requirements

• Develop written policies with respect to workplace
  violence and harassment and to post these policies
  in a conspicuous area
OEMC - September, 2012


Bill 168 – Are You In Compliance?
Employer Requirements

• Develop programs to implement these policies,
  including:
  -measures and procedures to control risks
  -measures and procedures for immediate assistance
      in the event of workplace violence/harassment
  -measures and procedures to report incidents
  -employer investigation procedure
OEMC - September, 2012


Bill 168 – Are You In Compliance?
Employer Requirements

• Assess the risks of workplace violence and
  harassment and report the results of these
  assessments to the joint health and safety committee
OEMC - September, 2012


Bill 168 – Are You In Compliance?
Employer Requirements

• Conduct training with all staff with respect to these
  policies and procedures
OEMC - September, 2012


Bill 168 – Are You In Compliance?
Employer Requirements

• Review Workplace Violence and Harassment
  policies annually
OEMC - September, 2012


Bill 168 – Are You In Compliance?
Employer Requirements

• Designate a person in the workplace to act as the
  workplace co- ordinator with respect to workplace
  violence and harassment.
Bill 160 – Amendments to the Occupational
          Health and Safety Act
OEMC - September, 2012


Bill 160
 Bill 160 was enacted in response to the final report
 of an Expert Panel on Occupational Health and
 Safety, which was released in December 2010 after
 a comprehensive review of Ontario’s workplace
 health and safety system


 Bill 160 received Royal Assent on June 1, 2011, and
 many of its provisions came into force on that day
OEMC - September, 2012


The Chief Prevention Officer
 Bill 160 enacted on of the priorities identified in the
 report by establishing the position of Chief
 Prevention Officer

 As of August 2011 Ontario has appointed its first
 Chief Prevention Officer
OEMC - September, 2012


The Chief Prevention Officer
   The Chief Prevention Officer is responsible for:

1. Establishing standards relating to workplace health
   and safety training programs

2. Establishing effective delivery of injury prevention
   programs and services

3. Monitoring compliance with standards set by the
   Minister of Labour
OEMC - September, 2012


Other Changes in Bill 160
   Bill 160 also implemented other changes to
   Ontario’s workplace health and safety system:

1. It establishes the Ministry of Labour as the lead for
   injury and illness prevention
OEMC - September, 2012


Other Changes in Bill 160

2.    It creates a Prevention Council, with
representatives from unions, employers, non-
unionized employees, the Workplace Safety and
Insurance Board, and safety experts, to advise the
Chief Prevention Officer on the prevention of
workplace injuries and occupational diseases
OEMC - September, 2012


Other Changes in Bill 160

4. It regulates changes proposed by the Minister of
   Labour to the funding and delivery of services for
   the prevention of workplace injuries and
   occupational disease

5.    It sets out the consequences of non-compliance
      with the Act or non- cooperation with the Chief
      Prevention Officer’s inquiries
GasTOPS v. Forsyth
              &
 Bowes v. Goss Power Products
 Recent Court of Appeal Cases Dealing
With Reasonable Notice for Employers and
       Employees and Mitigation
OEMC - September, 2012


GasTOPS Background
 Four senior employees in the aviation industry gave
 two weeks’ notice of resignation before starting a
 competing firm.

 They recruited GasTOPS employees to join this
 new firm.
OEMC - September, 2012


GasTOPS Background

 Upon giving their notice, two employees were told
 to leave the workplace immediately.


 GasTOPS claimed the employees failed to give
 reasonable notice of their intention to resign.
OEMC - September, 2012


Decision
The trial judge found in favor of GasTOPS and
stated that the employees knew they had given
inadequate notice and did so with the intent of
destroying the company. The court held that the
employees ought to have provided the company 10
to 12 months’ notice and awarded GasTOPS close
to $20 million in damanges

In its 2012 decision, the Court of Appeal upheld the
trial judge’s decision.
OEMC - September, 2012


Result

 Because the parties did not appeal the length of
 notice awarded, the judgment does not address the
 appropriateness of the length of notice required;
 however, it serves as confirmation of the common
 law requirement to give reasonable notice of
 resignation.
OEMC - September, 2012


Result

 Failure to do so is a breach of contract. Length of
 notice required depends on the employee’s duties,
 the expected length of time required to train a
 replacement employee, custom in the industry, and
 the timing of the resignation in relation to the
 employer’s peak period(s).
OEMC - September, 2012


Result

 Note that there is still a duty to mitigate on the
 employer, in that a reasonable effort must be made
 to replace the employee in a timely fashion.
OEMC - September, 2012


Goss Power Products Background
• Bowes started his employment with Goss in 2007
  and signed an employment agreement

• The agreement provided for various levels of salary
  in lieu of notice in the case of a termination without
  cause

• Bowes was terminated in April, 2011 and in
  accordance with the agreement was entitled to 6
  months salary
OEMC - September, 2012


Goss Power Products Background
• On April 25th, 2011 ( 2 weeks after his termination)
  Bowes started a new job

• Goss, on learning of this, said he was only entitled
  to the ESA minimum of 3 weeks because he had a
  duty to mitigate his damages and that he had
  mitigate his losses successfully
OEMC - September, 2012


Result
• In overturning the trial judge’s decision and
  deciding in favour of Bowes that he did not have a
  duty to mitigate, in its 2012 decision the Ontario
  Court of Appeal held that by contracting for a fixed
  sum the parties have contracted out of the Bardal
  “reasonable notice” or damages in lieu approach

• By specifying an amount the stipulated quantum is
  either liquidated damages or a contractual sum
OEMC - September, 2012


Result
• And mitigation is a live issue in law only where
  damages are at large, i.e. damages in lieu of
  reasonable notice

• The Court held that unless mitigation is specifically
  accounted for in the contract, mitigation is not
  applicable if the damages are either liquidated or a
  contractual sum
OEMC - September, 2012


Result

• The Court concluded by saying that if parties who
  enter into an employment agreement specifying a
  fixed amount of damages intend for mitigation to
  apply upon termination without cause, they must
  express such an intention in clear and specific
  language in the contract
Bill C- Amendments to the Ontario
       279
         Human Rights Code

   Gender Expression and Gender Identity
OEMC - September, 2012


Bill C-279
At the Federal level, Bill C- passed second reading
                             279
in Parliament on June 6th, 2012.

The Bill amends the Canadian Human Rights Act to
add “gender identity” to the list of prohibited grounds
of discrimination.
OEMC - September, 2012


Bill C-279

It also alters the Criminal Code, adding gender
expression and identity as distinguishing
characteristics protected under hate propaganda laws,
and making discrimination against transsexuals an
aggravating factor in sentencing.
OEMC Municipal Conference
      September 14th, 2012

                      By

Terrence A. F. Whyte, B.A., LL.B., LL.M., CHRP
   Partner (TM) & Managing Partner (TCGI)

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Social media and performance management

  • 1. OEMC Municipal Conference September 14th, 2012 Social Media in Today’s Business – The Good, The Bad and the Ugly Performance Management – Developing your Future Leaders and High Performers By Templeman Consulting Group Inc. &
  • 2. OEMC - September, 2012 Agenda • Social Media • Performance Management • Updates in Labour and Employment Law • Q&A
  • 3. Social Media in Today’s Business – The Good, The Bad and The Ugly How to use social media to your advantage while understanding and minimizing the risks to your organization By Terrence A. F. Whyte, B.A., LL.B., LL.M., CHRP Partner (TM) & Managing Partner (TCGI)
  • 4. OEMC - September, 2012 Social Media Definition: Forms of electronic communication (as web sites for social networking and micro blogging) through which users create online communities to share information, ideas, personal messages, and other content (eg. videos). -Merrian-Webster Dictionary
  • 5. OEMC - September, 2012 Social Media – Interesting Facts • Nearly 4 in 5 active internet users visit social networks and blogs • And spend more time on Facebook than other sites
  • 6. OEMC - September, 2012 Social Media – Interesting Facts • 54% of US companies have banned employees using social networking sites • 19% only allow access to these sites for business purposes
  • 7. OEMC - September, 2012 Social Media – Interesting Facts • Social mobile apps are up 30% from 2010 • Employee and Employer conduct is subject to Canada’s privacy, human rights and employment laws, regardless of whether that conduct takes place on or offline.
  • 8. OEMC - September, 2012 Social Media– The Good The University of Melbourne released a report that found social media use by employees leads to a 9% productivity boost: “Surfing the net at work for pleasure actually increases our concentration levels and helps make a more productive workforce”
  • 9. OEMC - September, 2012 Social Media– The Good And can potentially be a great tool for resolving problems or questions – large network at your fingertips A great research tool re: litigation/arbitration
  • 10. OEMC - September, 2012 Social Media – The Good Free advertising – social media provides a opportunity to reach an unlimited number of people at no cost to your organization Increase recruitment efforts – reach a larger audience of potential candidates
  • 11. OEMC - September, 2012 Social Media – The Bad Lack of security features – inadvertently downloading viruses and spyware from social networking sites that can disable the computer’s security systems and firewall settings
  • 12. OEMC - September, 2012 Social Media – The Bad Wasted time – a 2009 media study showed companies lost an average of 1.5% total office productivity when employees can access social media
  • 13. OEMC - September, 2012 Social Media – The Bad Recruitment risks - Inadvertently discriminating against some individuals Links on blogs and social media – are you inadvertently endorsing others’ content that could potentially put your organization at risk? Liability?
  • 14. OEMC - September, 2012 Social Media – The Ugly Privacy concerns: • sharing confidential company information • ANYTHING written or shared on a social networking site is public, and can be very difficult, if not impossible, to remove all traces of the information posted
  • 15. OEMC - September, 2012 Social Media – The Ugly • 9% of organizations report to dismissing an employee for misconduct with respect to social media • Adds a new avenue for potential workplace harassment or threats of violence
  • 16. OEMC - September, 2012 Social Media and Recruitment While there is no legal barrier to an employer accessing information on a public domain (e.g. Facebook, LinkedIn, Twitter) there are some legal concerns to keep in mind: By conducing searches on social media sites, there is the possibility of learning potentially discriminatory information about a candidate
  • 17. OEMC - September, 2012 Social Media and Recruitment Candidates may disclose information about marital status, children, religion, disabilities that, by law, must be ignored in a hiring decision (s. 5 Human Rights Code prohibited grounds) If a candidate does not get the job and he/she becomes aware that the Employer has conducted a social media search, there is the potential for a human rights complaint.
  • 18. OEMC - September, 2012 Social Media and Recruitment Best approach: If you are going to review a candidate’s information on social media, have 2 different streams operating parallel to each other:
  • 19. OEMC - September, 2012 Social Media and Recruitment Best approach: 1) one person looking online gathering data and 2) reporting to the recruiter/individual responsible for hiring decisions ONLY the information that is RELEVANT to the job being applied for.
  • 20. OEMC - September, 2012 Social Media Policies 45% of businesses do not have social medial and networking policies in place; 43% have experienced employee misuse of social networks
  • 21. OEMC - September, 2012 Social Media Policies Any social media/acceptable use of internet policy should cover all employees, elected officials, committee/commission personnel, and any others who represent the organization
  • 22. OEMC - September, 2012 Social Media Policies All policies should include at a minimum: • to whom the policy applies • definition of what social media is covered • what is considered acceptable use • discipline procedures for misuse
  • 23. OEMC - September, 2012 Social Media Policies Discipline and discharge: Provided that employees are aware of the policy and it is consistently enforced, employers may discipline employees up to and including termination for inappropriately using social media on company time
  • 24. OEMC - September, 2012 Social Media Policies Discipline and discharge: Misuse away from work: to be disciplinable, the conduct must harm the employer’s reputation and/or significantly impair the employment relationship
  • 25. OEMC - September, 2012 Social Media Policies It is important to note that the use of social media meant to harass, bully or discriminate another employee, whether it occurs in the workplace or outside, can be considered an offence under the Occupational Health and Safety Act’s Bill 168 – violence and harassment in the workplace
  • 26. OEMC - September, 2012 Employee Monitoring When considering whether a particular form of monitoring is reasonable, courts and privacy regulators will apply the following four-part test: 1. Is the workplace monitoring demonstrably necessary to meet a specific need? 2. Is the method chosen likely to be effective in meeting that need?
  • 27. OEMC - September, 2012 Employee Monitoring 3. Is the loss of privacy proportional to the benefit gained? 4. Is there a less intrusive way for the employer to achieve the same end?
  • 28. OEMC - September, 2012 Employee Monitoring Under the four- part test, an “acceptable use” internet policy will generally be considered as effective, yet far less invasive, than monitoring internet activity through, for instance, a keystroke logger, and will typically be accepted in the case of an employee termination stemming from the results of employee monitoring.
  • 29. Lougheed Imports v. U.F.C.W. & Alberta v. A.U.P.E. & Chatham- Kent v. C.A.W. Recent Social Media Cases
  • 30. OEMC - September, 2012 Lougheed Imports Background The B. C. Labour Relations Board upheld the termination of two employees who were fired because of derogatory comments made about their employer on Facebook. The employees posted insulting and threatening comments against their workplace and against management personnel. They also alleged dishonest dealings by their employer.
  • 31. OEMC - September, 2012 Lougheed Imports Background There were 11 postings in a period of a month. Each employee was “friends” with co- workers, former employees, and managers of the employer on Facebook. The Employer met with the employees and asked them about the postings. They denied writing them and claimed that they had left their Facebook accounts logged on and that anyone could have written them.
  • 32. OEMC - September, 2012 Lougheed Imports Background The employer found the comments were inappropriate and insubordinate and created a hostile work environment for co- workers and supervisors. It also said they were likely to damage the reputation and business interests of the Employer, and that the employees’ wrongdoing was compounded by their dishonesty about the postings.
  • 33. OEMC - September, 2012 Results The Board found proper cause for dismissal. The complainants could not have a serious expectation of privacy when publishing comments on their Facebook websites. The comments were damaging to the Employer’s business. The Board found them to be akin to comments made in the workplace because Facebook friends included co-workers, former employees and an existing manager.
  • 34. OEMC - September, 2012 Alberta v A.U.P.E. Background An employee of Alberta Public Service was terminated after an investigation into derogatory postings which she made on her internet blog about some of her colleagues. The employee kept a personal blog with open public access. She ridiculed co- workers online and belittled the administrative processes of the employer. Aliases were used in place of actual names, but it was possible to infer to whom she was referring.
  • 35. OEMC - September, 2012 Alberta v A.U.P.E. Background She used negative terms when referring to her colleagues, like “Nurse Ratched” and the “lunatic in charge.” The employee was terminated when the employer discovered the blog. The employee’s main defence was that she did not know that her blog was accessible to the public and that she did not realize her postings were hurtful or insubordinate.
  • 36. OEMC - September, 2012 Result The Board found that in expressing contempt for her managers, ridiculing her co-workers, and denigrating administrative processes, the employee engaged in serious misconduct that irreparably severed the employment relationship, justifying discharge.
  • 37. OEMC - September, 2012 Result Note that in subsequent judicial review of the arbitrator’s decision, the termination was reversed; however, the court confirmed that termination based on the employee’s online actions could have been justifiable. Reinstatement was ordered because management failed to comply with the due process for discipline provided in the collective agreement.
  • 38. OEMC - September, 2012 Chatham-Kent v. C.A.W. Background A personal care giver in a nursing home created a website where she published text and pictures about various residents without their consent. The employer terminated the employee for cause due to breach of confidentiality and insubordination.
  • 39. OEMC - September, 2012 Result The employee’s claim for unjust dismissal was denied. The arbitrator found that the employer had just cause for termination, as the employee made insubordinate remarks about management on a public blog. Also, the employee breached her confidentiality agreement.
  • 40. OEMC - September, 2012 Result The employee training manual expressly stated that information available to the employee during the course of his or her duty must be kept from social conversation and remain confidential.
  • 41. OEMC - September, 2012 Result The arbitrator rejected the defence that the blog had been intended to be private, as instructions on the blog site made it clear that the blog would be publicly accessible unless certain privacy settings were expressly selected.
  • 42. Performance Management Developing your Future Leaders and High Performers
  • 43. OEMC - September, 2012 Performance Management System Success and failure factors What do you feel are the critical elements needed for a performance system to be successful? What contributes to the failure of performance systems?
  • 44. OEMC - September, 2012 Recognition -what it is Not • It is not the 5 year pin • It is not the gold watch on your 25th anniversary • It is not a dinner in your honour on your retirement these are acknowledgements of an individual’s length of service to the organization
  • 45. OEMC - September, 2012 Recognition Is performance driven Is consistent with the individual’s goals It supports the organization’s goals It furthers the success of the individual & the organization
  • 46. OEMC - September, 2012 Recognition -Purpose To recognize exceptional performance against agreed upon Specific standards that are Measurable that are Achievable that are Realistic that are Time specific S.M.A.R.T.
  • 47. OEMC - September, 2012 Recognition -Rewards Monetary Non-monetary
  • 48. OEMC - September, 2012 Recognition -Rewards In terms of rewards, most everything we can think of, in one way or another, has a price tag attached
  • 49. OEMC - September, 2012 How to Reward Exceptional Performance & Manage it for Future Growth
  • 50. OEMC - September, 2012 Manage the Employee’s performance in such a way that the achievement of exceptional performance is communicated to the employee
  • 51. OEMC - September, 2012 Manage the Employee’s performance in such a way that formal & informal rewards recognizing exceptional performance are in place & communicated to the employee
  • 52. OEMC - September, 2012 This process is defined as Performance Management
  • 53. OEMC - September, 2012 Performance Management The informal and formal process of regularly planning, monitoring, reviewing, documenting, discussing and improving employee performance and results to further the success of the organization. The object of performance management is to help people to do a better job and reward them properly for doing so.
  • 54. OEMC - September, 2012 Performance Management Problems Perplexing Reality Poor in Implementation Periodic HR Event Unpleasant Necessity Managers & Employee Avoid
  • 55. OEMC - September, 2012 Performance Management Problems Attainable Goal Good in Theory & Practice Continuing Collaborative Process Value Added Managers & Employee Embrace
  • 56. OEMC - September, 2012 Employee Perceptions I understand the measures used to evaluate my performance….. 60% yes My performance is rated fairly….. 57% yes My manager clearly communicates goals & assignments…… 47% yes
  • 57. OEMC - September, 2012 Employee Perceptions My performance reviews are conducted regularly and on a timely basis….. 42% yes My reviews are helpful in improving performance….. 39% yes My manager gives regular feedback….. 37% yes
  • 58. OEMC - September, 2012 Managers’ Most Common Complaints Employees become defensive when I give them feedback I don’t like sitting in judgement of my employees This takes too much time
  • 59. OEMC - September, 2012 Managers’ Most Common Complaints It’s just a paper exercise that is not directly related to the work of my group It’s just another form that HR insists we complete The evaluation forms do not relate to the work my people do
  • 60. OEMC - September, 2012 Managers’ Most Common Complaints This is just a “once- year” activity a- The only thing employees are interested in is the size of their raise Employees don’t want to participate in performance management
  • 61. OEMC - September, 2012 “Performance Evaluation” or “Performance Appraisal” implies a periodic event not an on-going process is a scorecard approach
  • 62. OEMC - September, 2012 Performance Appraisal Research Three critical questions were asked: 1. How satisfied are employees with their organization’s performance appraisal system? 2. How do they see performance practises changing the future? 3. What factors cause performance management systems to succeed or fail?
  • 63. OEMC - September, 2012 Research Findings Regardless of position, both managers and staff see a lot of room for improvement in performance management practises Respondents give the lowest grades to feedback and coaching Respondents do not see a clear link between their performance and their pay
  • 64. OEMC - September, 2012 Research Findings Respondents describe performance management as a fragmented system that lacks continuity Little opportunity for employee involvement in the appraisal process Performance is not rewarded sufficiently
  • 65. OEMC - September, 2012 Research Findings Appraisals are late and focus on the petty and the negative Managers do not follow up with employees after appraising them It takes too much time
  • 66. OEMC - September, 2012 Performance appraisal is widely considered by both academics and practising managers as one of the most valuable human resources tools. It is a vital component in recruiting and hiring employees where it is used to validate selection procedures.
  • 67. OEMC - September, 2012 In the staffing arena, transfer, layoff, termination, and promotion decisions are based on appraisal results. In compensation administration, performance appraisal forms the basis for the administration of merit pay systems.
  • 68. OEMC - September, 2012 Can serve as a motivational device to communicate performance expectations to employees and to provide them feedback. Indispensable in training and development activities to assess potential and to identify training needs.
  • 69. OEMC - September, 2012 Despite the assumption that performance appraisal is valuable, not a lot of time is devoted to it: an average of 8 hours per employee per year for appraising executives and managers 6 hours on professionals fewer than 4 hours on non- managerial, nonprofessional staff
  • 70. OEMC - September, 2012 These figures include all of the appraisers’ activities in observing and documenting performance, completing the evaluation form, and conducting the appraisal discussion
  • 71. OEMC - September, 2012 Why No Time is Spent Managers are not commonly held accountable for how well they conduct performance appraisals on their employees
  • 72. OEMC - September, 2012 Improving Appraisal Effectiveness Get employees more involved in the design, development, and administration of the performance appraisal system Participation creates ego involvement and a sense of commitment to the process
  • 73. OEMC - September, 2012 Improving Appraisal Effectiveness Invest more heavily in training raters to use the system Train managers to observe and document performance and to communicate information effectively and deliver performance feedback
  • 74. OEMC - September, 2012 Improving Appraisal Effectiveness Create an environment in which performance information is viewed as a resource that managers can use to develop their employees Top managers must create a climate in which accurate and timely performance appraisal is expected of all managers, is taken seriously, and is rewarded
  • 75. OEMC - September, 2012 Improving Appraisal Effectiveness Make a performance appraisal a shared responsibility of the ratee, not just the rater This fundamental philosophical shift takes the burden to “be nice” from the managers and frees them to be honest
  • 76. OEMC - September, 2012 Improving Appraisal Effectiveness As part of this philosophy, employees must be trained to use feedback from the appraisal process to manage their own careers
  • 77. OEMC - September, 2012 Improving Appraisal Effectiveness Use multiple perspectives (multiple raters), including peer evaluation, to reduce the reliance on a single source This reduces sampling error by increasing the number of observations and makes raters more comfortable, since they are no longer solely responsible for what happens to the person as a result of the rating
  • 78. OEMC - September, 2012 Conclusion ... performance appraisal is here to stay overwhelming majority of organizations use the approach little discussion of abolishing it
  • 79. OEMC - September, 2012 Conclusion ... there is widespread dissatisfaction with almost everything concerned with performance appraisals
  • 80. OEMC - September, 2012 Conclusion ... neither appraisers nor those being appraised feel entirely comfortable with the process
  • 81. OEMC - September, 2012 David W. Ewing on Performance Appraisals: “Performance appraisal has come a long way (over the previous 25 years) since its origin as a simple, principally one-way communication between a boss and his subordinate….
  • 82. OEMC - September, 2012 David W. Ewing on Performance Appraisals: “Judging from the articles in this series, the technique still has a way to go before most managers will be satisfied with it….”
  • 83. OEMC - September, 2012 David W. Ewing on Performance Appraisals: “…It seems safe to conclude, however, that performance appraisal is not a passing fad. Any technique that can stimulate the kinds of experiment and inquiry described in this series should be around for many years to come.”
  • 84. OEMC - September, 2012 James L. Hayes on Performance Appraisals: “There are some ideas in management whose time comes and goes and comes again, depending on circumstances of economy or fashion….
  • 85. OEMC - September, 2012 James L. Hayes on Performance Appraisals: “I have in mind such things as direct costing, the most profitable means of inventory valuation, and the eternal shift between centralization and decentralization….
  • 86. OEMC - September, 2012 James L. Hayes on Performance Appraisals: “There are other ideas whose time is ever present and whose demands for effective practice are immutable. Of these perhaps the most pertinent for all managers anywhere in no matter what type of operation - …
  • 87. OEMC - September, 2012 James L. Hayes on Performance Appraisals: “whether in the public or private sector, whether in a market or socialist economy -is the need for effective performance appraisal.”
  • 88. OEMC - September, 2012 Performance Management Defined: The informal and formal process of regularly planning, monitoring, reviewing, documenting, discussing and improving employee performance and results to further the success of the organization.
  • 89. OEMC - September, 2012 Objective of Performance Management To help people to do a better job and reward them properly for doing so. it is not to have beautifully completed forms. objectives lead to content.
  • 90. OEMC - September, 2012 Performance Standards Have an impact on the success of the job Differentiate between successful and unsuccessful job performers Be at least partially within the control of the person being judged
  • 91. OEMC - September, 2012 Performance Standards Be based on observations which are documented and job related Communicate job performance expectation to employees and provide feedback
  • 92. OEMC - September, 2012 Performance Standards Recognize the realities of the work to be performed (particularly important for managerial/supervisory positions)
  • 93. OEMC - September, 2012 Performance Standards Recognize the importance of the organization culture -that is, what is regarded as “successful” behaviour within the organization
  • 94. OEMC - September, 2012 Purposes of Performance Appraisal Identify training needs Help determine performance based rewards/punishments Help make employee re- organization decisions, particularly with regard to promotions, transfers, succession and work force planning
  • 95. OEMC - September, 2012 Purposes of Performance Appraisal Set work objectives Help employees with counselling and career planning Help with legal purposes (termination, discipline)
  • 96. OEMC - September, 2012 Purposes of Performance Appraisal Review and update job descriptions Validate HR practices (e.g. selection decisions, promotion decisions and training programs)
  • 97. OEMC - September, 2012 Performance Management The informal and formal process of regularly planning, monitoring, reviewing, documenting, discussing and improving employee performance and results to further the success of the organization. The object of performance management is to help people to do a better job and reward them properly for doing so.
  • 98. OEMC - September, 2012 Performance Management Offers both managers and employees an opportunity to: Identify mutually acceptable goals Develop action plans most likely to achieve those goals, and Review performance on an ongoing basis
  • 99. OEMC - September, 2012 Summary Make sure that all your employees always know how well they are performing Make sure they know that you are aware of their performance There should be no secrets and everyone should know where he or she stands
  • 100. OEMC - September, 2012 Summary For employees to improve poor work, they have to know clearly what the poor work is For employees to continue doing good work, they have to know clearly what that good work is
  • 101. OEMC - September, 2012 Performance Problems Represents the difference between the performance a manager WANTS or EXPECTS from an employee and the performance they actually GET from the employee
  • 102. OEMC - September, 2012 Performance Problems Arises any time an employee does something the manager feels they shouldn' t do or is not doing something the manager feels they should do Some are extremely serious and others are so small they not be worth solving
  • 103. OEMC - September, 2012 Performance problems will arise If an employee does not recognize that a problem exists, then that employee will have no reason to change his/her behaviour If an employee lacks the necessary knowledge and skills, he/she will be unable to perform effectively
  • 104. OEMC - September, 2012 Performance problems will arise If an employee does not have the equipment needed to do a job, receives conflicting instructions, or if a bad environment or poor working conditions interferes with doing the job, that employee will be unable to do the job properly
  • 105. OEMC - September, 2012 Performance problems will arise If an employee determines that it actually doesn't matter if the job is done correctly or not, or if the consequences of doing a job properly or quickly are unpleasant, ultimately, they will stop doing it correctly
  • 106. OEMC - September, 2012 Performance problems will arise If an employee does not know exactly how well or how poorly he/she is doing, there is no way his/her performance can be improved
  • 107. OEMC - September, 2012 Performance Management Covers the following basic steps: Setting appropriate job performance standards and ensuring that employees are aware of them Observing and identifying an employee's work behaviour, its outcomes and achievements as compared against agreed behaviours, goals and standards
  • 108. OEMC - September, 2012 Performance Management Evaluating job performance by using some method of assessment Evaluating and developing -that is, channelling the assessment results for the use of both the employee and the organization: this includes discussing the results with the employee (providing feedback) and may lead to training and development activities
  • 109. OEMC - September, 2012 Performance Management It is the process that judges the performance not the person
  • 110. OEMC - September, 2012 Performance Standards should: Have an impact on the success on the job Differentiate between successful and unsuccessful job performers
  • 111. OEMC - September, 2012 Performance Standards should: Be at least partially within the control of the person being judged Be based on observations which are documented and job related
  • 112. OEMC - September, 2012 Performance Standards should: Communicate job performance expectation to employees and provide feedback
  • 113. OEMC - September, 2012 Performance Standards should: Recognize the realities of the work to be performed (particularly important for managerial/supervisory positions)
  • 114. OEMC - September, 2012 Performance Standards should: Recognize the importance of the organization culture - that is, what is regarded as "successful" behaviour within the organization
  • 115. OEMC - September, 2012 Performance Appraisal should: Identify training needs Help determine performance based rewards/punishments
  • 116. OEMC - September, 2012 Performance Appraisal should: Help make employee re-organization decisions, particularly with regard to promotions, transfers, succession, and work force planning Set work objectives
  • 117. OEMC - September, 2012 Performance Appraisal should: Help employees with counselling and career planning Help with legal purposes (terminations, discipline)
  • 118. OEMC - September, 2012 Performance Appraisal should: Review and update job descriptions Validate HR practices (eg. selection decisions, promotion decisions and training programs)
  • 119. OEMC - September, 2012 “There’s a world of difference between a strong ego which is essential and a large ego -which can be destructive. The guy with a strong ego knows his own strength. He is confident... But the guy with a large ego is always looking for recognition. He constantly needs to be patted on the back.” Lee Iacocca “It’s a bad plan that can’t be changed.” Publilius Syrus
  • 120. OEMC - September, 2012 “Choose respect & responsibility”-anonymous “We become just by performing just actions, temperate by performing temperate actions, brave by performing brave actions.” -Aristotle “To rule is easy; to govern, difficult.” -Goethe “Feel the fear do it anyway.” -Tamara Mellon, President Jimmy Choo Shoes
  • 121. OEMC - September, 2012 “Leaders are people who do the right thing; managers are people who do things right. Both roles are crucial, but they differ profoundly. I often observe people in top positions doing the wrong thing well.” Warren Bennis in Why Leaders Can’t Lead (1989)
  • 122. OEMC - September, 2012 “Accept the risk of leadership” -anonymous “The measure of success is not whether you have a tough problem to deal with, but whether it is the same problem you had last year” John Foster Dulles (1888-1959)
  • 123. Current Issues in Labour and Employment Law By Terrence A. F. Whyte, B.A., LL.B., LL.M., CHRP Partner (TM) & Managing Partner (TCGI)
  • 124. Accessibility for Ontarians With Disabilities Act, 2005 An Update
  • 125. OEMC - September, 2012 AOD Act, 2005 Purpose: To make Ontario fully accessible for persons with disabilities by 2025 Gradual establishment and implementation of accessibility standards for the following areas: customer service, transportation, information and communications, the built environment, and employment
  • 126. OEMC - September, 2012 AOD Act, 2005 These standards are being given force of law by being adopted as binding regulations The goal of this legislation is voluntary compliance The AODA envisions an enforcement process involving compliance reporting, inspectors, director’s orders, and the oversight of a tribunal
  • 127. OEMC - September, 2012 Non-Compliance Employers who do not comply with the standards could be subject to administrative penalties and be found guilty of an offence with fines of up to $100,000 for each day or part of a day that the offence continues to occur
  • 128. OEMC - September, 2012 Non-Compliance A person who is found guilty of an offence could face a fine of up to $50,000 per day. Because of this, employers would do well to begin preparing their policies and procedures earlier, rather than later
  • 129. OEMC - September, 2012 The Employment Standard Part III of the Integrated Accessibility Standards regulation sets out the Employment Standard under the AODA This standard sets out specific requirements for the recruitment, retention and accommodation of people with disabilities The Employment Standard applies to all employers with at least one employee in Ontario
  • 130. OEMC - September, 2012 Important Milestones – Jan. 1st, 2012 By this date every employer was to have provide individualized workplace emergency response information to employees who have a disability, if the disability is such that the individualized information is necessary, as soon as practicable after becoming aware of the need for accommodation
  • 131. OEMC - September, 2012 Important Milestones – Jan. 1st, 2012 The information provided to the employee must be reviewed when the employee moves within the organization, when the employee’s overall accommodations are reviewed and when the employer reviews its general emergency response policies
  • 132. OEMC - September, 2012 Other Important Dates The other requirements of the Employment Standard are staged, depending on the size and type of organization For designated public sector organizations with 50 or more employees, the deadline for compliance is Jan. 1, 2014 For designated public sector organizations with more than 1 but fewer than 50 employees, the deadline is Jan. 1, 2015
  • 133. OEMC - September, 2012 Other Employment Standards Requirements Under the AODA Other Employment Standards relate to: 1. Providing information regarding accommodation policies during the recruitment process 2. Informing employees of policies used to support employees with disabilities
  • 134. OEMC - September, 2012 Other Employment Standards Requirements Under the AODA Other Employment Standards relate to: 3. Providing information to employees in accessible formats or using communication supports 4. Developing a written process for the development of documented individual accommodation plans for employees with disabilities
  • 135. OEMC - September, 2012 Other Employment Standards Requirements Under the AODA Other Employment Standards relate to: 5. Developing a return to work process for employees who have been absent from work due to a disability and require disability-related accommodations in order to return to work 6. Taking into account the accessibility needs of employees with disabilities when using performance management process in respect of employees with disabilities
  • 136. OEMC - September, 2012 Other Employment Standards Requirements Under the AODA Other Employment Standards relate to: 7. Taking into account the accessibility needs of employees with disabilities as well as any individual accommodation plans, when providing career development and advancement to employees with disabilities 8. Taking into account the accessibility needs of employees with disabilities when redeploying employees with disabilities
  • 137. Bill 168 – Amendments to the Occupational Health and Safety Act – Workplace Violence and Harassment Are You In Compliance?
  • 138. OEMC - September, 2012 Bill 168 – Are You In Compliance? • On June 15th, 2010, Bill 168 came into effect, amending the Occupational Health and Safety Act to deal with workplace violence and harassment.
  • 139. OEMC - September, 2012 Bill 168 – Are You In Compliance? Employer Requirements • Develop written policies with respect to workplace violence and harassment and to post these policies in a conspicuous area
  • 140. OEMC - September, 2012 Bill 168 – Are You In Compliance? Employer Requirements • Develop programs to implement these policies, including: -measures and procedures to control risks -measures and procedures for immediate assistance in the event of workplace violence/harassment -measures and procedures to report incidents -employer investigation procedure
  • 141. OEMC - September, 2012 Bill 168 – Are You In Compliance? Employer Requirements • Assess the risks of workplace violence and harassment and report the results of these assessments to the joint health and safety committee
  • 142. OEMC - September, 2012 Bill 168 – Are You In Compliance? Employer Requirements • Conduct training with all staff with respect to these policies and procedures
  • 143. OEMC - September, 2012 Bill 168 – Are You In Compliance? Employer Requirements • Review Workplace Violence and Harassment policies annually
  • 144. OEMC - September, 2012 Bill 168 – Are You In Compliance? Employer Requirements • Designate a person in the workplace to act as the workplace co- ordinator with respect to workplace violence and harassment.
  • 145. Bill 160 – Amendments to the Occupational Health and Safety Act
  • 146. OEMC - September, 2012 Bill 160 Bill 160 was enacted in response to the final report of an Expert Panel on Occupational Health and Safety, which was released in December 2010 after a comprehensive review of Ontario’s workplace health and safety system Bill 160 received Royal Assent on June 1, 2011, and many of its provisions came into force on that day
  • 147. OEMC - September, 2012 The Chief Prevention Officer Bill 160 enacted on of the priorities identified in the report by establishing the position of Chief Prevention Officer As of August 2011 Ontario has appointed its first Chief Prevention Officer
  • 148. OEMC - September, 2012 The Chief Prevention Officer The Chief Prevention Officer is responsible for: 1. Establishing standards relating to workplace health and safety training programs 2. Establishing effective delivery of injury prevention programs and services 3. Monitoring compliance with standards set by the Minister of Labour
  • 149. OEMC - September, 2012 Other Changes in Bill 160 Bill 160 also implemented other changes to Ontario’s workplace health and safety system: 1. It establishes the Ministry of Labour as the lead for injury and illness prevention
  • 150. OEMC - September, 2012 Other Changes in Bill 160 2. It creates a Prevention Council, with representatives from unions, employers, non- unionized employees, the Workplace Safety and Insurance Board, and safety experts, to advise the Chief Prevention Officer on the prevention of workplace injuries and occupational diseases
  • 151. OEMC - September, 2012 Other Changes in Bill 160 4. It regulates changes proposed by the Minister of Labour to the funding and delivery of services for the prevention of workplace injuries and occupational disease 5. It sets out the consequences of non-compliance with the Act or non- cooperation with the Chief Prevention Officer’s inquiries
  • 152. GasTOPS v. Forsyth & Bowes v. Goss Power Products Recent Court of Appeal Cases Dealing With Reasonable Notice for Employers and Employees and Mitigation
  • 153. OEMC - September, 2012 GasTOPS Background Four senior employees in the aviation industry gave two weeks’ notice of resignation before starting a competing firm. They recruited GasTOPS employees to join this new firm.
  • 154. OEMC - September, 2012 GasTOPS Background Upon giving their notice, two employees were told to leave the workplace immediately. GasTOPS claimed the employees failed to give reasonable notice of their intention to resign.
  • 155. OEMC - September, 2012 Decision The trial judge found in favor of GasTOPS and stated that the employees knew they had given inadequate notice and did so with the intent of destroying the company. The court held that the employees ought to have provided the company 10 to 12 months’ notice and awarded GasTOPS close to $20 million in damanges In its 2012 decision, the Court of Appeal upheld the trial judge’s decision.
  • 156. OEMC - September, 2012 Result Because the parties did not appeal the length of notice awarded, the judgment does not address the appropriateness of the length of notice required; however, it serves as confirmation of the common law requirement to give reasonable notice of resignation.
  • 157. OEMC - September, 2012 Result Failure to do so is a breach of contract. Length of notice required depends on the employee’s duties, the expected length of time required to train a replacement employee, custom in the industry, and the timing of the resignation in relation to the employer’s peak period(s).
  • 158. OEMC - September, 2012 Result Note that there is still a duty to mitigate on the employer, in that a reasonable effort must be made to replace the employee in a timely fashion.
  • 159. OEMC - September, 2012 Goss Power Products Background • Bowes started his employment with Goss in 2007 and signed an employment agreement • The agreement provided for various levels of salary in lieu of notice in the case of a termination without cause • Bowes was terminated in April, 2011 and in accordance with the agreement was entitled to 6 months salary
  • 160. OEMC - September, 2012 Goss Power Products Background • On April 25th, 2011 ( 2 weeks after his termination) Bowes started a new job • Goss, on learning of this, said he was only entitled to the ESA minimum of 3 weeks because he had a duty to mitigate his damages and that he had mitigate his losses successfully
  • 161. OEMC - September, 2012 Result • In overturning the trial judge’s decision and deciding in favour of Bowes that he did not have a duty to mitigate, in its 2012 decision the Ontario Court of Appeal held that by contracting for a fixed sum the parties have contracted out of the Bardal “reasonable notice” or damages in lieu approach • By specifying an amount the stipulated quantum is either liquidated damages or a contractual sum
  • 162. OEMC - September, 2012 Result • And mitigation is a live issue in law only where damages are at large, i.e. damages in lieu of reasonable notice • The Court held that unless mitigation is specifically accounted for in the contract, mitigation is not applicable if the damages are either liquidated or a contractual sum
  • 163. OEMC - September, 2012 Result • The Court concluded by saying that if parties who enter into an employment agreement specifying a fixed amount of damages intend for mitigation to apply upon termination without cause, they must express such an intention in clear and specific language in the contract
  • 164. Bill C- Amendments to the Ontario 279 Human Rights Code Gender Expression and Gender Identity
  • 165. OEMC - September, 2012 Bill C-279 At the Federal level, Bill C- passed second reading 279 in Parliament on June 6th, 2012. The Bill amends the Canadian Human Rights Act to add “gender identity” to the list of prohibited grounds of discrimination.
  • 166. OEMC - September, 2012 Bill C-279 It also alters the Criminal Code, adding gender expression and identity as distinguishing characteristics protected under hate propaganda laws, and making discrimination against transsexuals an aggravating factor in sentencing.
  • 167. OEMC Municipal Conference September 14th, 2012 By Terrence A. F. Whyte, B.A., LL.B., LL.M., CHRP Partner (TM) & Managing Partner (TCGI)