Who should you talk to before making a monitored referral? Before you discuss a monitored referral with your employee, make sure that you’re following your organization’s established procedures to protect against possible legal action. We suggest that you consult with: Your human resources (HR) department Your legal department or lawyer Your EAP: You can do this any time calling LifeWorks on the toll-free number. A management consultant will help you assess the situation. You will be asked to share what done up to you’ve this point and what you hope to accomplish through a referral. We can help you determine the appropriateness of a monitored referral. What types of behaviours may lead to a monitored referral? Some examples of a clear violation of policy that may lead to a monitored referral are: Coming to work under the influence of alcohol or drugs Angry outbursts that frighten co-workers and/or violate workplace safety policies Making sexist, racist, or other inappropriate statements Performance issues may also lead to a monitored referral if there is persistent and documented behaviour that has a negative impact on work, clients, or co-workers. Issues may include ongoing attendance problems, a steady decline in measurable performance, and repeated complaints of offensive behaviour toward clients or colleagues. How to initiate a monitored referral Contact LifeWorks and request a management consultation with the Organizational Services team. Discuss your workplace-related concerns with your employee, and outline the expectations within the monitored referral program. Explain to the employee how LifeWorks can help, 24/7. Complete the ROI form with the employee. Ensure all sections of the ROI are complete prior to sending to LifeWorks (incomplete forms may lead to a delay in initiating the service). Fax the completed ROI to LifeWorks. Contact LifeWorks to inform that faxed the ROI. you’ve Once LifeWorks receives the completed ROI, we will track the employee’s involvement with the program and report back to an authorized contact by phone or email. Contact LifeWorks toll-free, any time: 1.877.207.8833 TTY: 1.877.371.9978 User ID: ___________; Password: _________
Who should you talk to before making a monitored referral? Before you discuss a monitored referral with your employee, make sure that you’re following your organization’s established procedures to protect against possible legal action. We suggest that you consult with: Your human resources (HR) department Your legal department or lawyer Your EAP: You can do this any time calling LifeWorks on the toll-free number. A management consultant will help you assess the situation. You will be asked to share what you’ve done up to this point and what you hope to accomplish through a referral. We can help you determine the appropriateness of a monitored referral. What types of behaviours may lead to a monitored referral? Some examples of a clear violation of policy that may lead to a monitored referral are: Coming to work under the influence of alcohol or drugs Angry outbursts that frighten co-workers and/or violate workplace safety policies Making sexist, racist, or other inappropriate statements Performance issues may also lead to a monitored referral if there is persistent and documented behaviour that has a negative impact on work, clients, or co-workers. Issues may include ongoing attendance problems, a steady decline in measurable performance, and repeated complaints of offensive behaviour toward clients or colleagues. How to initiate a monitored referral Contact LifeWorks and request a management consultation with the Organizational Services team. Discuss your workplace-related concerns with your employee, and outline the expectations within the monitored referral program. Explain to the employee how LifeWorks can help, 24/7. Complete the ROI form with the employee. Ensure all sections of the ROI are complete prior to sending to LifeWorks (incomplete forms may lead to a delay in initiating the service). Fax the completed ROI to LifeWorks. Contact LifeWorks to inform that you’ve faxed the ROI. Once LifeWorks receives the completed ROI, we will track the employee’s involvement with the program and report back to an authorized contact by phone or email. Contact LifeWorks toll-free, any time: 1.877.207.8833 TTY: 1.877.371.9978 User ID: ___________; Password: _________
2016%20LW%20Guide%20to%20Making%20a%20Monitored%20Referral.docx