However, a recent federal court decision in Pennsylvania provides an example of the steps employers should follow after FMLA leave is used up to . Topics covered: HR management, compensation & benefits, development, HR tech, recruiting and much more. |^| 1. &. A good idea is to include a discussion of the interactive process as part of your ADA policy. The request can also come from someone other than the employee. This includes information on the essential job functions your employee can and cant do. The employee who requested the accommodation is often the best source of information about the disability and possible accommodations. Uncertainty from the start. "Interactive Process Checklist" any time they talk to the employee regarding these issues. Again, the employee who requested the accommodation is a good place to start so employers should always invite the employee to suggest accommodations. After this, one person was assigned responsibility for making sure an accommodation request is processed so the request is not lost on someones desk. Once an accommodation has been chosen, it is time to implement the accommodation. <> var currentLocation = getCookie("SHRM_Core_CurrentUser_LocationID"); A Transfer Search may be another option. n\3C[% endstream endobj 189 0 obj <>stream A human resources assistant was working with an electrician who needed accommodations related to seizures. They are excellent. % Please purchase a SHRM membership before saving bookmarks. <>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> z0#D0v[{qL*Aoco; tY-bGG[!8^N^1swy QZU^BL@z6xWbt aQ"(4^+(4`V@91&jE,_C5lRqk_h:f.tlZr.9gO(t"w#\O #*^]]7j]" :It)Rf!n', Thats because their request for a new chair isnt related to a medical condition. Please note that all such forms and policies should be reviewed by your legal counsel for compliance with applicable law, and should be modified to suit your organizations culture, industry, and practices. First, the employer must have notice that the employee has a disability. Notice provided to supervisors or managers will be imputed to the employer. "Employers need only enough to show (1) that theres a disability, and (2) the employee needs an accommodation." ", Sencenbaugh said that when ADA issues are intertwined with performance issues, employers should always consider how its actions will look to the employee and to a jury a year from now. If there is a termination, he said, all the cards are on the table. endobj + : UNIVERSITY OF CALIFORNIA, SAN DIEGO EMBED Word.Picture.6 SANTA BARBARA ( SANTA CRUZ BERKELEY ( DAVIS ( IRVINE ( LOS ANGELES ( MERCED ( RIVERSIDE ( SAN DIEGO ( SAN FRANCISCO Reasonable Accommodation Agreement Date: Dear [Mr./Ms. The description of the [modified/alternate] employment is as follows (include description of accommodation here): This is a temporary accommodation, not a permanent position. If a Department Decides that the Proposed Accommodation(s) is Unreasonable. If the accommodation involves an outside service, someone needs to make sure the service is provided promptly and effectively. This notice does not need to disclose the employees specific condition. l&#$/ h o u x wy}v%,V(f8T8b@c9\8u8K C17+Y:AB9*8r3wBA=kXP2c#:y]fJupQ0@@/I(-qRC> .1FENSSbi/8fkc//`Ny!6rO"Rd0Z7jN)43/WU!HN(tj&]l ADA's Interactive Process Is a Two-Way Street - SHRM Employees can start the. Topics covered: Employee learning, training, onboarding, mentoring, career development and more. Friends, family, and health professionals can request accommodations on an employees behalf. The company denied her request, noting that her position required her to work from the office during normal business hours, including the afternoons. You can even have a trial period whenever theres doubt that an accommodation will be a good fit. The company was able to edit these forms to fit its needs. The supervisor may request that the employee provide written documentation from a licensed medical practitioner, specifying the employees functional limitations as they pertain to the job, without providing diagnostic information. Virtual & Washington, DC | February 26-28, 2023. Pay careful attention to medical-related issues employees bring to your attention. In June 2013, the plaintiff made an accommodation request under the ADA to lie down while at work due to dizzy spells related to her pregnancy. Members may download one copy of our sample forms and templates for your personal use within your organization. Employee Performance Review (With Sample) - Indeed stream PDF Sample Options Letter for Resolving Medical/Employment Issues - California Others take a more qualitative approach that involves writing a free-form paragraph summarizing the employee's strengths and weaknesses. Read more The law requires that employees and employers engage in the Interactive Process. 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. Interactive Process - Freeman Rehabilitation Services 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. 2 0 obj 4 0 obj LinkedIn and 3rd parties use essential and non-essential cookies to provide, secure, analyze and improve our Services, and to show you relevant ads (including professional and job ads) on and off LinkedIn. The EEOCs recommended starting point is to use an interactive process once a request has been made. <>/ExtGState<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> ", 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.". An employer's duty to initiate the 'interactive process' without a %PDF-1.5 % hn CJ ) $ % A B c ) * 6 gd] F^F 8&#$$d &d N P )#P &#$$d &d N P a&#$-D(M III. Because accommodations are made on a case-by-case basis, these examples may not be effective for every workplace but give you an idea about the types of accommodations that are possible. the employees disability and need for accommodation are obvious. Assess the effectiveness of the accommodation(s) in enabling the employee to perform the essential functions of the job. hVnF}LwYIn]m2Y$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 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. endobj That the employer has provided what was requested. 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. Your Employee & Labor Relations team now supports both represented and non-represented employees. *&edtb?iB!+"M@"8hzMC|;q So it's important to note that your employee's request doesn't have to be in writing. In some cases, the employees disability and need for accommodation are obvious and no additional information is needed. The plaintiff filed suit, alleging discrimination and failure to accommodate under the ADA, as well as retaliation under the FMLA. Accommodation options that can be explored, include, but are not limited to: Making existing facilities used by employees readily accessible to and usable by the disabled employee; Acquiring or modifying equipment or devices; Providing qualified readers or interpreters; and. By using this site, you accept and agree to be bound by these terms. Please note that all such forms and policies should be reviewed by your legal . 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). 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. No Upcoming Events for Interactive Process. Copyright When the disability or the need for accommodation is obvious, the supervisor should inquire whether the employee has a need for assistance. It was created to assist you while you are recovering. %PDF-1.5 Once again, the company agreed and allowed her to work from home from March 2014 until December 2014. - A Deconstructive Series for ADA Terminology, What Does Reasonable Mean? As a part of this update, disability program managers have to touch base with the Job Accommodation Network when seeking accommodation ideas. For example, if an employee who recently started using a wheelchair indicates that he needs a ramp to get into the workplace, the disability and need for accommodation are obvious. Other factors suggest that a new accommodation is needed and it is time to re-initiate the Interactive Process. document.head.append(temp_style); You may be trying to access this site from a secured browser on the server. "Focus on disclosing only information that is need-to-know. Then select the most appropriate accommodation for you and your employee. After Completing FMLA, The Employer Uses The Interactive Process And Lawfully Terminated Its Employee The crossroad between the protections of the FMLA and the ADA is somewhat difficult to navigate. An employer causing a breakdown in these informal discussions or refusing to engage in it altogether can serve as evidence of discrimination. The checklist and any notes should be maintained in a separate confidential medical file for that employee. Trautman v. Time Warner Cable Texas LLC, 5th Cir., No. } Please read our Privacy Notice, Terms of Use, Cookie Notice, CCPA Notice, and Website Accessibility Policy. 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. No Remote Monthly Series Training for Interactive Process. $("span.current-site").html("SHRM MENA "); Use JAN as needed we are free, and an outside resource. Here are some recommended steps to include in your checklist. Members may download one copy of our sample forms and templates for your personal use within your organization. @ A B U V n o z { The use of these forms does not insulate a user from liability or create a presumption that discrimination did not occur. These ideas, along with any ideas from the employee and employees medical provider, must be documented. If everything is working well, she continues to check in every six months. 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. e e e e e y y y 8 y * F f* h* h* h* h* h* h* - / 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;}'; Topics covered: Pay & bonuses, salary history, pay transparency, raises, total rewards, and more. PDF CAN WE TALK?: The ADA Interactive Dialogue - Disability, Leave & Health 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. Example:Your employee tells you theyre having issues getting to work on time because of a medical treatment they are receiving. For example, it is sufficient if the employer receives notice of treatment needed by an employee. It's not a terribly complicated idea, but many employers fall short in the execution. 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. The interactive process isnt always necessary, though. After complaining to her supervisor, the supervisor talked with HR. 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. 9o!S&GdpGm!xXrpyMjmuQw) 4=+Ah}S:2u ' For additional information about the interactive process, contact JAN directly to speak with a consultant or visit AskJAN.org. ", "On the communication side, one of the really useful tools is documentation," Schwarz said. This is an area where difficulties often arise, as this process imposes duties on both the employer and the employee. 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. 4 0 obj The DFEH has created a sample Request for Reasonable Accommodation package to assist employers and employees in engaging in the interactive process. Example D: An employee tells his supervisor that he would like a new chair because his present one is uncomfortable. McAfee & Taft A Professional Corporation. An important but often forgotten part of the interactive process is monitoring accommodations after they are in place. Communication is especially important if youve provided any assistive technology or equipment. It is with the understanding that after each future doctor visits you will provide a medical update indicating either a release to perform the essential functions of your position or information describing updated functional limitations, so that a determination can be made regarding continuation of the temporary accommodation. % Interactive Process - AskJAN.org Notify supervisor if unable to report to work for any reason Supervisors Responsibilities: Ensure that employee is not directed to perform tasks that exceed restrictions recommended by treating physician. It is understood that any problems that may arise during this transitional work period should be discussed openly and supportively. If you are claiming undue hardship, you need to be able to articulate why youve met that standard. If the employee is not eligible for (or chooses not to select) medical separation, the employee may be involuntarily terminated for non-performance. EEOC Informal Discussion Letter ", "Document the whole thing from start to finish either you did the process or you didnt,"he said. 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. At this step, employers should be open to new ideas and new ways of doing things. Don't hide your interactive process requirement, rather publicize it. "You rarely see an . ET, Presented by studioID and Express Employment Professionals, FMLA: The 30-year legacy of a celebrated and complicated employment law. endobj 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. Build specialized knowledge and expand your influence by earning a SHRM Specialty Credential. 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. 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. 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. 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). <> 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. The same day, the plaintiff left work early, resulting in the company's issuance of a final written warning. Topics covered: Talent acquisition, diversity and inclusivity in hiring, employer branding, performance evaluations and more. What does antisemitic discrimination look like at work? "I advise employers to bend over backwards to help somebody who is saying, 'I need some help'for something that might possibly be a disability, whether or not you like the person,"Fram said. if(currentUrl.indexOf("/about-shrm/pages/shrm-china.aspx") > -1) { Together you can discuss the potential impact of the accommodations. One way an employer can ensure effective communication with an employee who has requested an accommodation is to promptly schedule a meeting to discuss the employee's request. An employer also cannot ignore these things simply because an employee has been cleared to return to work with or without restrictions. <>>> PDF Reasonable Accommodation - National Association of Letter Carriers AFL-CIO If there is no solution, the best thing is your documentation showing that you did explore accommodation options. Inform appropriate people in the department what employees restrictions are and that the employee cannot exceed them. Employee's Failure to Participate in Interactive Process Dooms ADA The interactive process is a conversation between an employer and an employee to determine if the employee requires a reasonable accommodation to perform the essential functions of their job and if so, what the accommodation (s) may be. xksF{fQ4A.x&v^zMt$c%(Rr`fZMdrb,. Members can get help with HR questions via phone, chat or email. In response, again citing anxiety and panic attacks resulting from heavy traffic, the plaintiff submitted an accommodation request for a modified in-office schedule, from 7 a.m. to 2 p.m., working from home in the afternoons. Make copies of both forms and file in Employee Step 3: Determine if the Accommodation Requested is The following list provides some guidelines. 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. Dont assume that thecosts of providing the accommodationwill be too expensive. Gain the intel you need now to successfully anticipate and navigate employment laws, stay compliant and mitigate legal risks. For example, if an employee needs an accessible parking space, coworkers need to know only that this person has a specific space not why. The interactive process can begin when the employee makes the request. While employers may have policies instructing their employees to provide written notice of the need for an accommodation, the employer cannot ignore verbal, visual or other cues. ' ( 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 Even if a supervisor harbors no ill will toward an employee, inadequate training can cause things to fall apart. 3 0 obj For example, if an employee who uses a wheelchair requests that his desk be placed on blocks to elevate the desktop above the arms of the wheelchair and the employer complies, an appropriate accommodation has been requested, identified, and provided without the need for a formal process.