sample interactive process letter to employee

The employee does not have to formally notify the supervisor or department in writing. Time Warner Cable Texas LLC hired the plaintiff in October 2012 as a workforce analyst. Ultimately, she refused this proposal and instead sought intermittent FMLA leave that would allow her to leave at 2 p.m., and she immediately adjusted her schedule accordingly. External resources to help identify whether accommodation is possible include: SAMPLE REQUEST FOR REASONABLE ACCOMMODATION PACKAGE: ENGLISH (PDF), SAMPLE REQUEST FOR REASONABLE ACCOMMODATION PACKAGE: SPANISH (PDF), Communication Center: 800-884-1684 (voice), 800-700-2320 (TTY) or, Department of Rehabilitation Disability Access Services, EEOCs fact sheet on small employers and reasonable accommodation, EEOCs enforcement guidance on reasonable accommodation under federal law. In some cases, the employees disability and need for accommodation are obvious and no additional information is needed. The process requires an individualized assessment of both the job and the specific physical or mental limitations of the individual that are directly related to the need for reasonable accommodation. Uncertainty from the start. An interactive process meeting (can be in person or via telephone) was held on [date] to discuss reasonable accommodations [for you to continue working/for you to return to work] while recovering from your injury. For example, if an employee has a couple of doctors appointments during the next few weeks and needs to come in a little late, let the person do it. An employer that grants schedule adjustments that aren't required under the Americans with Disabilities Act (ADA) may later stop allowing such changes when the employee declines to help the employer identify a reasonable accommodation, a recent 5th U.S. temp_style.textContent = '.ms-rtestate-field > p:first-child.is-empty.d-none, .ms-rtestate-field > .fltter .is-empty.d-none, .ZWSC-cleaned.is-empty.d-none {display:block !important;}'; The company denied her request, noting that her position required her to work from the office during normal business hours, including the afternoons. After this, one person was assigned responsibility for making sure an accommodation request is processed so the request is not lost on someones desk. Whenever a supervisor decides not to grant an employee's request for assistance (even when the assistance has not been identified as a request for accommodation of a disability), the best practice is to provide the employee with the campus policies/procedures pertinent to accommodation of employees with disabilities. Members may download one copy of our sample forms and templates for your personal use within your organization. Then select the most appropriate accommodation for you and your employee. Copyright Learn more about your compensation, benefits and everything that goes into a Total Rewards package. ", "Has that triggered the need for an interactive process? It may also come as a result of administering FMLA leave or a workers compensation claim. But Fram also advises documenting the following: If there isnt a quick fix, Fram said, then the formal ADA process should started "not by supervisors, but by HR or legal. This button displays the currently selected search type. But the supervisor should have enough training to know when its time to go to HR. The court concluded that her response to the company's proposal to leave at 4 p.m. was "not the stuff of flexible [and] interactive discussions.". This includes: Evaluating the employee's functional abilities and limitations; Exploring options available for an accommodation. III. The good news, according to David Fram,director of ADA &EEO services for the National Employment Law Institute, is there's something you can do about it. A human resources assistant was working with an electrician who needed accommodations related to seizures. Your release form states you may return to work with the following medical work restrictions: XXXXXXXXXXXXX An interactive process meeting (can be in person or via telephone) was held on [date] to discuss reasonable accommodations [for you to continue working/for you to return to work] while recovering from your injury. Circumstances or the effectiveness of accommodations can change over time. else if(currentUrl.indexOf("/about-shrm/pages/shrm-mena.aspx") > -1) { var currentUrl = window.location.href.toLowerCase(); ta SKN An employer causing a breakdown in these informal discussions or refusing to engage in it altogether can serve as evidence of discrimination. To help determine effective accommodations, the Equal Employment Opportunity Commission (EEOC), recommends that employers use an "interactive process," which simply means that employers and employees with disabilities who request accommodations work together to come up with accommodations. Navigating the New EU Unitary Patent, EEOC targeting discriminatory use of artificial intelligence, Court upholds firing of marijuana cardholders discharged after positive weed test, Deadline nears for complying with PUMP Acts expanded protections for nursing mothers in the workplace. Decision-making authority: Department head or designee. This includes efforts at reasonable accommodation that will allow the employee to perform the essential assigned duties of her/his position. <> Remember when consulting with outside resources, employers must comply with the confidentiality rules of the ADA. 4 Employers must initiate an interactive process when an applicant or employee requests reasonable accommodations. The DFEH has created a sample Request for Reasonable Accommodation package to assist employers and employees in engaging in the interactive process. Thats because their request for a new chair isnt related to a medical condition. Zappos. stream ", Often, supervisors don't recognize an accommodation request or ignore the request, according to Beth Loy, principal consultant with the Job Accommodation Network (JAN), a program funded by a contract with U.S. Department of Labor's Office of Disability Employment Policy. HSmk0nv^- IA}(uNf:$+ifaGM0b_C Communication is especially important if youve provided any assistive technology or equipment. Setting expectations at the beginning of the process could help reduce employees' apprehension and cut down on unnecessary phone calls and e-mails. That there was followup, but that it stayed away from medical details. That process requires "bilateral cooperation and communication," and requires both parties to engage in that process "in good faith." The accommodation [will begin or began] on [date] and end based upon future doctor visits. The important thing for employers to remember is not to ask for too much information. The Interactive Process is the way in which employees, supervisors, and their departments arrive at a reasonable accommodation. It also designated the majority of the plaintiff's leave previously taken in January and February 2015 as non-FMLA-qualified leave. After the full implementation of an accommodation, she follows-up with the employee in six weeks to ask if it is working. There should be no ambiguity in the explanation of the change. Should an Accommodation Request Automatically Trigger FMLA? Others take a more qualitative approach that involves writing a free-form paragraph summarizing the employee's strengths and weaknesses. ADA regulations provide that in order to determine an appropriate reasonable accommodation, it may be necessary for the employer to initiate an informal, interactive process with the individual with a disability in need of the accommodation. 29 C.F.R. o @ endobj ", Loy agreed that training for front-line supervisors is crucial: Not on the entire ADA," however:"focus on how to recognize when an employee is making an accommodation request.". %%EOF Your session has expired. After exhausting her FMLA leave in March 2014, she asked to work from home due to difficulties transitioning her child to bottle feeding. ; (Marginal functionsare responsibilities that, once altered or removed, dont change the primary purpose of the job.) The request doesnt have to include any specific terminology. Evaluate whether the employee can perform the job safely. In evaluating the reasonableness of an accommodation, a supervisor and Department should consider a range of issues. As stated by the Third Circuit Court of Appeals in Taylor v. if(currentUrl.indexOf("/about-shrm/pages/shrm-china.aspx") > -1) { If it is a written letter, include a handwritten signature. ET, Presented by studioID and Express Employment Professionals, FMLA: The 30-year legacy of a celebrated and complicated employment law. endobj Keep up with the story. "Written follow-up in both directions that confirms what the discussion has been. A JAN consultant explained the interactive process, that the employee's disclosure is a request for accommodation, and shared JAN's Sample Reasonable Accommodation Request Form for Employers to provide to the employee, in order to clarify and document her accommodation needs. Titled " The Zappos Culture Book ," this handbook highlights the company's dedication to workplace culture. These ideas, along with any ideas from the employee and employees medical provider, must be documented. This notice does not need to disclose the employees specific condition. When expanded it provides a list of search options that will switch the search inputs to match the current selection. To help determine effective accommodations, the Equal Employment Opportunity Commission (EEOC), recommends that employers use an interactive process, which simply means that employers and employees with disabilities who request accommodations work together to come up with accommodations. Trello. At this step, employers should be open to new ideas and new ways of doing things. For employers, the hard part often is knowing when to kick off the process according to Adam Sencenbaugh, a partner at Haynes and Boone, LLP. JAN provides free, confidential technical assistance about job accommodations and the Americans with Disabilities Act (ADA). While the company found that her request did not technically qualify as an ADA accommodation, it nevertheless granted it. The employee who requested the accommodation is often the best source of information about the disability and possible accommodations. This is the time to brainstorm and consider what might work. This is particularly true if the employer has no indication the disability is impacting the employees ability to perform his or her essential job functions. When in doubt, ask for clarification on the request and why. of Fair Employment & Housing (DFEH) expects employers to make up to three attempts, if needed, to contact the employee regarding participation in the interactive meeting. ("I need an anti-glare screen."). This is not the case employers are free to try accommodations and stop them if they do not work. process will be maintained in your medical file, which is separate from your personnel file. If assistance is desired, please call the ACCES Consultant at (858) 888-8888. The request can also come from someone other than the employee. A Deconstructive Series for ADA Terminology, What to Include in Your ADA/Accommodation Toolkit, California Reasonable Accommodation Package, EEOC's Reasonable Accommodation, Establishing Procedures to Facilitate the Provision of, JAN Just-in-Time Module: Interactive Process, U.S. JAN offers the following additional information and tips for the interactive process, starting with the accommodation request: The interactive process starts with an accommodation request from an employee with a disability so it is important for employers to be able to recognize a request. That way, no one is surprised when the accommodation is revisited down the road. The interactive process often begins when the employee makes an accommodation request. stream The Central Services teams provide critical HR-related services to nearly all of the Berkeley campus, including records management and visa documentation. Topics covered: National employment laws, harassment, accommodations, training, and more. Provide employee with Letter regarding Interactive Process which includes deadlines for paperwork. A Department should consider the factors listed in Section III. The point of the process is to remove barriers that keep people from performing jobs that they could do with some form of accommodation. No Upcoming Events for Interactive Process. Your Employee & Labor Relations team now supports both represented and non-represented employees. Make sure supervisory personnel are trained to report observations or information that may trigger the need to initiate the process without a request. The hospital offered the employee three options: (i) transfer to a mutually agreeable position; (ii) apply for temporary disability benefits; or (iii) resign. endstream endobj startxref A lot of times we can find an accommodation., Fram agreed: When you get into anyof this, call JAN, he advised. [See. ' ( b c h yi hn >*B*OJ QJ ^J ph hn OJ QJ ^J hn B*OJ QJ ^J ph hn B*OJ QJ ^J ph h] OJ QJ ^J h] h] h}R hn OJ QJ ^J j hn CJ By using this site, you accept and agree to be bound by these terms. Any extension of this agreement beyond this will be decided on a case-by-case basis and will be dependent upon additional information from your doctor and upon the needs of the department at that time. Following the birth of her child in December 2013, the plaintiff took 12 weeks of Family and Medical Leave Act (FMLA) leave. So its important to note that your employees request doesnt have to be in writing. The person writing the email should make sure that the change in process is communicated clearly. "If there is one, go ahead and just do it." However, a recent federal court decision in Pennsylvania provides an example of the steps employers should follow after FMLA leave is used up to . Think of theinteractive processas collaborating with your employees to develop accommodations. Empower your employee to express concerns with their accommodations at any time. l&#$/ h o u x Schwarz offered the example of an employee who is chronically late for work and starts receiving write-ups and warnings. $(document).ready(function () { "If it wont work, you can show you did all you could have done. If the employee refuses to make a good faith effort to perform the essential functions of his/her job using a reasonable accommodation offered by the supervisor, the employee and supervisor should re-initiate the Interactive Process, working with the department and the Vocational Rehabilitation group, and Employee Relations to identify alternatives. (800) 526-7234 (Voice) | (877) 781-9403 (TTY) | Employer Live Chat, Home| About| For Employers| For Individuals| For Others| On Demand, Feedback| Accessibility| Copyright| Disclaimer| Privacy. All rights reserved. For more information on Reasonable Accommodation and the Interactive Process, please see PPSM Policy 81 and relevant collective bargaining agreements. Therefore, any time an employee indicates that he/she is having a problem and the problem is related to a medical condition, the employer should consider whether the employee is making a request for accommodation under the ADA. ' If you are claiming undue hardship, you need to be able to articulate why youve met that standard. Resources: Vocational Rehabilitation Counselor, Employee Relations Consultant, Department Human Resources Manager, Employment Analyst, Benefits staff. $("span.current-site").html("SHRM China "); "Focus on disclosing only information that is need-to-know. @ A B U V n o z { Please log in as a SHRM member before saving bookmarks. The ability of employers and their managerial staff to recognize requests is important. A large company wanted to standardize all of the accommodation requests it receives. It's not a terribly complicated idea, but many employers fall short in the execution. The California Fair Employment and Housing Act requires employers of five or more employees to provide reasonable accommodation for individuals with a physical or mental disability to apply for jobs and to perform the essential functions of their jobs unless it would cause an undue hardship. "You rarely see an employee who knows about the ADA and asks for a reasonable accommodation," he told HR Dive;"You need to start the process even if they havent used any magic words. He does not link his need for the new chair with a medical condition. Following . NOTE: These procedures supplement relevant personnel policies and collective bargaining agreements, and should be read in conjunction with those provisions. Under the ADA, when an employee requests an accommodation and the disability and need for accommodation are not obvious, then the employer can request medical documentation to help determine whether the employee has a disability and needs the requested accommodation and information to help process the accommodation request. If on account of disability an employee continues not to perform the essential functions of the job, either because s/he refuses to utilize offered accommodations or because even reasonable accommodations do not enable him/her to perform the essential functions of the job, the employee may be eligible for medical separation. var temp_style = document.createElement('style'); The law does not require the use of these or any other forms to make a request for a reasonable accommodation or to engage in an effective, good faith interactive process. Failure to engage in the interactive process does not, in and of itself, result in liability under the ADA. When an employee becomes unable to perform the essential, assigned duties of the currently-held position as a result of a covered disability, the Berkeley campus is committed to providing services to assist the employee. *&edtb?iB!+"M@"8hzMC|;q Assuming the proper criteria are met, the next step is for the employer and employee to engage in an "interactive process". II. In order for the practitioner to provide a knowledgeable recommendation, the job description with the essential assigned duties annotated and a PEM form for the job should be provided to the employee to give to her/his practitioner. The interactive process isnt always necessary, though. hb```TB ea8 ,2^2o-r `{ iP~ |qW |t3utWD1$1}I? Ask your employees if they have any thoughts on what might help. Once accommodation options have been explored, the employer must choose what accommodation to implement. If the employee requests a type of assistance the supervisor may simply provide it (without any reference to whether the request is disability-related), or the supervisor may ask if the assistance is being requested as an accommodation to a disability (and if the response is affirmative, proceed under campus procedures for accommodating employees with disabilities). The campus will explore reasonable accommodation options when an employee requests accommodation, or there is evidence that an employee may need accommodation due to a covered disability. Upon learning that the employee may need an accommodation, the supervisor should review job functions and qualifications for the position held by the employee. If a Department Decides that the Proposed Accommodation(s) is Unreasonable. h* e N N N h* e e }* N e e f* N f* r ) T * y d b) R* * 0 * p) 0 v p 0 * 0 e * D 8 t h* h* * N N N N 0 " A Transfer Search may be another option. What Now? Inform your employees that a requirement of the ADA is that both parties communicate in good faith regarding reasonable accommodations. The plaintiff filed suit, alleging discrimination and failure to accommodate under the ADA, as well as retaliation under the FMLA. The interactive design is user-friendly and highly engaging. Phrases like reasonable accommodation, Americans with Disabilities Act, or disability aren't necessary. ", Often, employers cause a breakdown in the interactive process because they're just not trying hard enough. Use JAN as needed we are free, and an outside resource. Contact the Disability and Rehabilitation Consultant immediately in the event of performance or attendance problems. Reasonable Accommodation - National Association of Letter Carriers AFL-CIO Employers must act reasonably when determining whether there exists sufficient notice to initiate the interactive process. However, the employer gets to choose among effective options and can choose, for example, the lowest cost accommodation. Also, include a closing and a polite signature. JANis a free national resource for employers looking for help with accommodations. Other factors suggest that a new accommodation is needed and it is time to re-initiate the Interactive Process. Subscribe to the HR Dive free daily newsletter, Subscribe to HR Dive for top news, trends & analysis, The free newsletter covering the top industry headlines, Tango Introduces New Batch Blur Functionality, SocialTalent Launches The SocialTalent Academy: A Professional Certification Program for Recru, Talkspace Launches First-of-its-Kind Portal Dedicated to Employee Mental Health Resources, Talent Attraction and Retention for 2023: Finance and HR leaders should look to on-demand pay,, By signing up to receive our newsletter, you agree to our, Webinar

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