sample interactive process letter to employee

The request can also come from someone other than the employee. The interactive process can begin when the employee makes the request. III. Employers that follow the technical requirements of the statute, demonstrate flexibility and document their compliance put themselves in the best position in the event of litigation. Empower your employee to express concerns with their accommodations at any time. Keep it brief. Build specialized knowledge and expand your influence by earning a SHRM Specialty Credential. {l[]vvr=?g6|j''Gu,R*$]=~tn~YfNgr2GU%lhE~z$~~| X,jD^jC5ySEiyHLHN>Od>=*'wQ5V1no}w vs_V\FG:FsZv7B,?/ iZ. JAN provides free, confidential technical assistance about job accommodations and the Americans with Disabilities Act (ADA). What was the motivation, and did the employer meet its duty?, "The interactive process should be ended only after people have taken a hard look and decided theres really nothing else to say about the matter. The checklist and any notes should be maintained in a separate confidential medical file for that employee. Under the regulations, the interactive process obligation is triggered by knowledge of the need for an accommodation. Its a good idea to touch base with your employee on how things are going. This is an area where difficulties often arise, as this process imposes duties on both the employer and the employee. But the FMLA doesnt provide paid leave, and employers say it can be difficult to administer. Have employee sign the Medical Release Form (Figure 5) and provide the job description that lists the essential job duties of the position. "Written follow-up in both directions that confirms what the discussion has been. process will be maintained in your medical file, which is separate from your personnel file. The original accommodation was a "transitional accommodation," that is it was intended for a specifically defined purpose and time period has elapsed; The employee indicates that a new accommodation may be necessary; or. It may also come as a result of administering FMLA leave or a workers compensation claim. Determine if any repair, maintenance, or replacement is necessary to any equipment. The supervisor should consult with the employee to find out his or her specific physical or mental abilities and limitations as they relate to the essential job functions, and to discuss the employees preferences with regard to accommodations. }); if($('.container-footer').length > 1){ } stream If everything is working well, she continues to check in every six months. Sometimes the supervisor just doesn't like the employee and doesn't want to help the employee,"he said. When the economy is unstable, employers are faced with difficult decisions around staffing, pay and benefits. The accommodation [will begin or began] on [date] and end based upon future doctor visits. ", "On the communication side, one of the really useful tools is documentation," Schwarz said. Members can get help with HR questions via phone, chat or email. An employee submitted an accommodation request for an ergonomic chair due to a back injury. Employees can start the. <>/ExtGState<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> The EEOC (Reasonable Accommodation and Undue Hardship (EEOC Guidance)provides the following examples: Example A: An employee tells her supervisor, "I'm having trouble getting to work at my scheduled starting time because of medical treatments I'm undergoing." that employee's ability to perform the duties of his or her position, of the various options available to the employee, and to invite the employee to engage in an interactive process to develop an appropriate plan to resolve the employee's work-related medical issues. Understanding The ADA's Interactive Process - Insperity - A Deconstructive Series for ADA Terminology, What Does Reasonable Mean? Whether sending an email or letter, add a professional greeting that includes the person's name. Sometimes, however, the employer must initiate the interactive process without receiving a request for accommodation from the employee. This is the time to brainstorm and consider what might work. Even if a supervisor harbors no ill will toward an employee, inadequate training can cause things to fall apart. To request permission for specific items, click on the reuse permissions button on the page where you find the item. The employee who requested the accommodation is often the best source of information about the disability and possible accommodations. Should an Accommodation Request Automatically Trigger FMLA? So it's important to note that your employee's request doesn't have to be in writing. Notice may also come in the form of objective proof, such as sudden or increasing inability to perform job functions or other physical manifestations of symptoms that are readily observable to others in the workplace. After the full implementation of an accommodation, she follows-up with the employee in six weeks to ask if it is working. A good idea is to include a discussion of the interactive process as part of your ADA policy. Remember to only ask for the necessary medical information. In response, the company requested additional information regarding the number of episodes the plaintiff experienced per week and the duration of the episodes. %%EOF All rights reserved. Phrases like reasonable accommodation, Americans with Disabilities Act, or disability aren't necessary. However, in keeping with the spirit of the interactive process, an employee who is struggling to adequately perform should be asked if there is any type of assistance that might enable the employee to better perform his/her job functions and, along with other material describing employee support resources, the employee should be given information about campus policies/procedures applicable to employees with disabilities. Evaluate whether the employee can perform the job safely. | 2 p.m. The use of these forms does not insulate a user from liability or create a presumption that discrimination did not occur. Once youve identified an accommodation request, its best to take action immediately. It also designated the majority of the plaintiff's leave previously taken in January and February 2015 as non-FMLA-qualified leave. The employer must also offer to initiate an interactive process when the employer becomes aware of the possible need for an accommodation. The company was able to edit these forms to fit its needs. That the employer has provided what was requested. Circuit Court of Appeals decision shows. This is a request for a reasonable accommodation. "If there is one, go ahead and just do it." You have successfully saved this page as a bookmark. The Americans with Disabilities Act (ADA) requires employers to provide reasonable accommodations to persons with disabilities unless doing so would impose an undue hardship or pose a direct threat to the safety of the employee or others. This process is initiated either by: The employee's written or verbal request for assistance, or. In December 2014, the plaintiff's new supervisor made it clear that in the absence of an approved accommodation under the ADA, she was expected to be in the office beginning in the new year. Trello. [See. Employees who are receiving accommodations need to understand that they should let their employers know if there are changes or problems with the accommodation and who specifically to contact. "Its hard to convince a jury or agency that an essential function truly is an essential function if its not in the job description, or if other employees in the role weren't performing it. When expanded it provides a list of search options that will switch the search inputs to match the current selection. 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. ", "Clarity is important," he said, "and getting things in writing adds to clarity. 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. endobj There may be times when the appropriate accommodation is obvious. If you know an employee with a disability has a need, you can begin the interactive process in good faith. Let's say you have an employee that uses a wheelchair. 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. The EEOCs Enforcement Guidance: Reasonable Accommodation and Undue Hardship Under the Americans with Disabilities Act provides that as a general rule, the individual with a disability who has the most knowledge about the need for reasonable accommodation must inform the employer than an accommodation is needed. The request can be made verbally or in writing. 222 0 obj <>stream Make sure supervisory personnel are trained to report observations or information that may trigger the need to initiate the process without a request. ", "If youre trying to determine whether an accommodation will work, good documentation and particularly a good and accurate job description"are key, said Sencenbaugh. The standard of proof required here is low: when an employee continues to come to work, and continues to perform at least some of his or her essential duties, employers are encouraged to proceed with the interactive process. Employers must act reasonably when determining whether there exists sufficient notice to initiate the interactive process. Don't hide your interactive process requirement, rather publicize it. In some cases, the employees disability and need for accommodation are obvious and no additional information is needed. Uncertainty from the start. Another EEOC recommendation is to consider the employees preference. Circumstances or the effectiveness of accommodations can change over time. That the supervisor didn't ask anything medical. Fram said he sees the same problem. These ideas, along with any ideas from the employee and employees medical provider, must be documented. This step is very important to the success of an accommodation. (Marginal functionsare responsibilities that, once altered or removed, dont change the primary purpose of the job.) 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. Jonathan E. O'Connell, SHRM-SCP, is a labor and employment attorney practicing with the federal government in Washington, D.C. [Visit SHRM's resource page on theAmericans with Disabilities Act.]. x[OF0Ic{|Y"vB!8$m38t =saOE9/t4d/_u0[,_K1KY3u\p,Q";[N>p '$tB/`;I=`O@b6` {vxsA *;AXN0(/:!Npt"qD?6:u>O3G?Fu0nI hDD1qpa o=^,LT7&Q8`!m+@Y.M7o"ACP9gC0+y=8A+uvoE %}IZ"EwV@_[PZmm[8>^||'=biB@^ru.@{&a[J{h%dyplpy5g}c!@75e! Areasonable job accommodationmay include: Heres an example of a reasonable job accommodation: A cleaning crew works in an office building. And if still more ideas are needed, then the employer should consult with outside resources such as JAN, vocational rehabilitation, rehabilitation engineers, and disability-related organizations. Welcome to the newest section of our site - Talent Acquisition! of Fair Employment & Housing (DFEH) expects employers to make up to three attempts, if needed, to contact the employee regarding participation in the interactive meeting. For example, if an employee has a couple of doctors appointments during the next few weeks and needs to come in a little late, let the person do it. You can update your choices at any time in your settings. Please see Personnel Policies for Staff Members (PPSM), the Berkeley PPSM Implementing Procedures, and appropriate collective bargaining agreements for information on this process. You can begin providing accommodations during the construction of a ramp if there are inaccessible areas. ' Let HR Dive's free newsletter keep you informed, straight from your inbox. In California, it is unlawful for an employer to fail to engage in a timely, good faith, interactive process. Although this is a request for a change at work, his statement is insufficient to put the employer on notice that he is requesting reasonable accommodation. Court decisions interpreting the ADA provide some general principles. Take the employee's expressed preferences into consideration. Please log in as a SHRM member. Employers must also act promptly to initiate this discussion. hVnF}LwYIn]m2Y$gnVUmP;gJ+Jh1LN[Vx0;(EfxTB-[e MJ r !w2e!CJVF4""5\IexNVr7Zr':A] ;90Zj5RlQJu9MUJrZ?fi%Pz66 ~E>yQ%^4mv2TP4& ^>r9yHk*@bM45Z]{Vx\i#sL#~wTGX*Wd9ElUozj(F$Y~(*L8rp!o_TMYe**5//Z"s5WMo*tpvjgOnaH6>Ia=YLEUp}C|X3rbartqs\A:7rg7J{|Ar#fQ}'>MS *PbX6b=*y/~'JOr!hgT.t-k]%~Ma!ED]J\Q68xE.~2TY$?G!2HSD Learn how SHRM Certification can accelerate your career growth by earning a SHRM-CP or SHRM-SCP. If the need to accommodate is obvious, an employer cannot simply wait for an employee to expressly request an accommodation. If the employee cannot provide the necessary information, then medical documentation can be useful. If an employee is unable to perform the essential functions of his/her job even when provided reasonable accommodations (to the extent they exist), a Medical Separation may be the appropriate next step. V. If an Employee Declines an Offer of Accommodation, Procedure 36: Classification of Positions, Procedure 60: Layoff and Reduction in Time from Professional and Support Staff Career Positions, Procedure 84: Accommodations for Nursing Mothers, Reasonable Accommodation and the Interactive Process, Family and Medical Leaves of Absence (FMLA/CFRA/PDL), Berkeley Campus Policy/Procedure for Medical Separation, Procedure 84: Accommodations for Nursing Mothers. Consistent with departmental and campus practices, the supervisor may agree to an accommodation for essential functions, and to accommodation for, or elimination of, non-essential functions. Neither members nor non-members may reproduce such samples in any other way (e.g., to republish in a book or use for a commercial purpose) without SHRMs permission. We are pleased that you are able to [continue/return] to work and that we are able to accommodate the above restrictions. Please read our Cookie Notice. The interactive process isnt always necessary, though. Notice of an employees desire for an accommodation can take a variety of forms, including notice that the employee wants to remain employed (in some capacity). PDF The FEHA/ADA Interactive Process - Freeman Rehabilitation Services 1 0 obj A Transfer Search, if appropriate, is a continuation of the Interactive Process. However, a recent federal court decision in Pennsylvania provides an example of the steps employers should follow after FMLA leave is used up to . Communication is especially important if youve provided any assistive technology or equipment. No Past In-Person Trainings for Interactive Process. After this, one person was assigned responsibility for making sure an accommodation request is processed so the request is not lost on someones desk. While the company found that her request did not technically qualify as an ADA accommodation, it nevertheless granted it. | 1 p.m. This area cover the performance management review program 'Achieve Together' and the Foundational Skills program. Please purchase a SHRM membership before saving bookmarks. 18-50053 (Dec. 12, 2018). A Department should consider the factors listed in Section III. The interactive process can begin when the employee makes the request. Work with your employee to understand their specific challenges or limitations. ` Once again, the company agreed and allowed her to work from home from March 2014 until December 2014. But, if you have an employee request a new chair because its uncomfortable, it wouldnt be a request for reasonable accommodations. The Americans with Disabilities Act (ADA) requires covered employers to provide effective, reasonable accommodations for employees with disabilities. Interactive Process Freeman Rehabilitation Services Debbie Freeman P.O. Employees Responsibilities: Work within the written medical limitations Provide medical updates of functional limitations If taken off work by your doctor, notify supervisor and [name], ACCES Specialist. Following . Before meeting with the employee, review the employee's current job description and any available "Focus on disclosing only information that is need-to-know. The marginal functions of a second crew member include cleaning the small kitchen in the employee's lounge, which is something the first crew member can perform. JANis a free national resource for employers looking for help with accommodations. He does not link his need for the new chair with a medical condition. You dont have to provide a reasonable accommodation that would cause undue hardship. But you must select the next reasonable and effective accommodation when this happens. Then select the most appropriate accommodation for you and your employee. Titled " The Zappos Culture Book ," this handbook highlights the company's dedication to workplace culture. Employers must act reasonably when determining whether there exists sufficient notice to initiate the interactive process. "Thats what courts will look at: [whether there was] a thorough, fair effort to communicate and find an accommodation. 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. hbbd```b``:"kd6di`f0^ X|9$x hH : "If it wont work, you can show you did all you could have done. Upon learning that the employee may need an accommodation, the supervisor should review job functions and qualifications for the position held by the employee. The same day, the plaintiff left work early, resulting in the company's issuance of a final written warning. 2 0 obj 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. ", 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.". The law requires that employees and employers engage in the Interactive Process. when deciding on whether a suggested accommodation is unreasonable or presents an undue hardship. Company Email Notifying of a Process Change | Edit & Forward As stated by the Third Circuit Court of Appeals in Taylor v. Friends, family, and health professionals can request accommodations on an employees behalf. 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. If it is decided that a proposed accommodation is unreasonable or presents an undue hardship, the Department should re-initiate the Interactive Process with the employee to try and arrive at a mutually agreeable alternative to the originally proposed accommodation. 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. > g  f bjbj 4 X " Finally, the employee says, "I'm really having trouble getting out of bed in the morning. The procedures apply for employees covered by the Americans with Disabilities Act (ADA), The California Fair Employment and Housing Act and/or Sections 503/504 of the 1973 Rehabilitation Act. ta SKN The request doesnt have to include any specific terminology. Remember when consulting with outside resources, employers must comply with the confidentiality rules of the ADA. Our focus on the People & Organization Development Team is to ensure that we are giving you the growth and development opportunities at the #1 public university in the world. (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. %PDF-1.5 The Office of Diversity, Equity, Inclusion, and Belonging (DEIB) fosters community and engagement for staff, develops programs and experiences for employees to increase their racial literacy and cultural fluency, and is committed to creating a community where all employees can be their authentic selves at work everyday. The Interactive Process can begin in a number of ways. Keep your message as short as possible. else if(currentUrl.indexOf("/about-shrm/pages/shrm-mena.aspx") > -1) { The interactive design is user-friendly and highly engaging. First, the employer must have notice that the employee has a disability. Notice provided to supervisors or managers will be imputed to the employer. Reasonable Accommodation and the Interactive Process The ADA requires an "interactive process" between a disabled employee and her employer in the search for a reasonable accommodation. The ability of employers and their managerial staff to recognize requests is important. "), That the supervisor said, "How can I help you? $("span.current-site").html("SHRM MENA "); 1. Make use of positive language and try to remain positive throughout the email. Your Accommodation Request Was Denied. "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. After an employee requests accommodations, the employer must take the appropriate steps. However, the employer gets to choose among effective options and can choose, for example, the lowest cost accommodation. For example, if an employee needs an accessible parking space, coworkers need to know only that this person has a specific space not why. Learn more in our Cookie Policy. These accommodations are specific to each individuals needs. ET, Presented by studioID and Express Employment Professionals, FMLA: The 30-year legacy of a celebrated and complicated employment law. This includes with or without reasonable accommodation. Provide employee with Letter regarding Interactive Process which includes deadlines for paperwork. n\3C[% PDF Reasonable Accommodation - National Association of Letter Carriers AFL-CIO Many employers dont want to, because they dont want to hear what JAN says, but you can be sure that if youre sued the employees lawyer will be calling JAN. You cant hide your head in the sand on this. The person writing the email should make sure that the change in process is communicated clearly. Accommodations Beyond Job Performance = Compliance and Inclusion, Changing a Supervisor as an Accommodation under the ADA, Cognitive Impairment and the Interactive Process, Good Deeds Not Punished: Dispelling the Idea of Precedent Setting and the ADA, Out with the Old, In with the NewSupervisor, Providing Temporary Accommodation Solutions, Recognizing an Accommodation Request Under the ADA. II. Select Accept to consent or Reject to decline non-essential cookies for this use. DOC Reasonable Accommodation Agreement - sample letter A Transfer Search is a process that may be available to employees who cannot perform the essential functions of their own position for an extended period of time, but are able to work in other jobs. At this step, employers should be open to new ideas and new ways of doing things. 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. "If an employee mentions some type of limitation or problem, the supervisor should err on the side of caution and move to talk to the employee.". An employee's request for Family and Medical Leave Act (FMLA) time off automatically triggers an employer's Americans with Disabilities Act (ADA) obligations, even absent a specific request for . NOTE: These procedures supplement relevant personnel policies and collective bargaining agreements, and should be read in conjunction with those provisions. But the supervisor should have enough training to know when its time to go to HR. Other resources, such as the Job Accommodations Network (JAN), or your employee's medical provider, can give suggestions. If there is any question concerning the nature of the limitation or appropriateness of an accommodation being considered, the supervisor should consult with the Vocational Rehabilitation Counselor in University Health Services. It is understood that any problems that may arise during this transitional work period should be discussed openly and supportively. Employers must initiate an "interactive process" when an applicant or employee requests reasonable accommodations. The description of the [modified/alternate] employment is as follows (include description of accommodation here): This is a temporary accommodation, not a permanent position. "Often the request doesn't come until, for example, theres a performance management action thats going on." Assess the operational needs of the department, considering issues such as: The number of persons employed in the department; The number, type and locations of the units within the department; The type of operation, including the composition, structure, and functions of its workforce, its geographic separateness, and the administrative relationship of the department to the campus; The impact of the accommodation on the operation of the department, including the impact on the ability of other employees to perform their duties and the impact on the department's ability to conduct business; The overall financial resources of the UC system; The impact of the accommodation on campus operations.

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