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5 Best Practices for Compliant and
Consistent Employee Relations
March 26, 2013

#dovetailhr
Housekeeping
• This webinar is approved for 1.0 hours of
recertification credit.
• You MUST attend for the entire 60 minutes to
receive credit.
• Emily Lewis (elewis@dovetailsoftware.com) will
email you the program id # within 24 hours.
• The webinar is being recorded and the slides
and recorded presentation will be emailed to
you as well.
#dovetailhr
Who is Dovetail?
• Delivers SaaS-based HR Case
Management & Help Desk
solutions
• Helps HR pros better
communicate with each other
& employees
• Supports HR Pros through
education and technology
@dovetail

#dovetailhr
Today’s Speakers:
Mike Haberman, SPHR
Consultant & Co-founder
Omega HR Solutions
@MikeHaberman

Dwane Lay, SPHR
Head of HR Process Design
Dovetail Software
@DwaneLay

#dovetailhr
What We’ll Cover
• Meeting the need of Federal statutes
• Why documentation is important
• How documentation will get you in
trouble
• What is necessary for good
documentation
• What tools can be used

#dovetailhr
“I would prefer to have one page of
documentation rather than
10,000 words of testimony”
- said by an Employment Law Attorney

#dovetailhr
Bane and Blessing
Documentation is
both a bane and a
blessing for HR.
Difficult to get
people to do it, but
it is preferred by
attorneys and
believed by judges
and juries.

#dovetailhr
Why documentation is good

Helps you meet the requirements of
Federal Statutes

#dovetailhr
What is needed under the ADA
Applications for hiring
Requests for accommodation
Record of interactive discussions on requested
accommodation
 All records pertaining to promotion, demotion, transfer,
lay-off or termination, rates of pay or other terms of
compensation, and selection for training or
apprenticeship for one year after making the record or
taking the action described

#dovetailhr
What is needed under the FMLA
 Dates FMLA leave is taken

 Leave must be designated in
records as FMLA leave

 Documents (including written
and electronic records)
describing employee benefits or
employer policies

 Hours of the leave if less than 1
full day

 Premium payments of employee
benefits.

 Copies of employee notices of
leave furnished to the employer
under FMLA

 Records of any dispute between
the employer and an eligible
employee regarding designation
of leave as FMLA leave

 Copies may be maintained in
employee files

#dovetailhr
What is needed under the FLSA
 Employee's full name and social security number
 Address, including zip code
 Birth date, if younger than 19
 Sex and occupation
 Time and day of week when employee's workweek begins
 Hours worked each day
 Total hours worked each workweek
 Basis on which employee's wages are paid (e.g., "$9 per hour", "$440 a
week", "piecework")
 Regular hourly pay rate
 Total daily or weekly straight-time earnings
 Total overtime earnings for the workweek
 All additions to or deductions from the employee's wages
 Total wages paid each pay period
 Date of payment and the pay period covered by the payment
#dovetailhr
What is needed under OSHA
OSHA logs 300/300A
Training logs
First report of injury

#dovetailhr
Why documentation is good
“The palest ink is better than the best memory.”

#dovetailhr
Why documentation is good

Helps knowledge retention.
You do not need to have the
original parties to have a
recollection of the event or
conversation.

#dovetailhr
Why documentation is good

Provides
the legal
documentation
needed to
defend the
company
in a lawsuit
#dovetailhr
How documentation will get you in trouble

Emails and memos that show you
knew you were doing something
wrong.

#dovetailhr
How documentation will get you in trouble

The supervisor’s
“secret file” that
HR didn’t know
about.

#dovetailhr
How documentation will get you in trouble

Statements
that show
bias against a
protected
category
“Due to his age John seems to be slowing down a bit.”
“Her pregnancy has her distracted.”
“Fred gets around well for someone missing one leg.”
#dovetailhr
The Four Steps Necessary for Good
Documentation

1

2
3
4

• Definitions everyone understands
• Training for everyone on
documentation
• Consistent application
• Consistent timeliness

#dovetailhr
Tools

#dovetailhr
Case Management
Sensitive Case Safeguards
Sensitive Note Safeguards
Documentation Process
• Who owns it?
• Who tracks it?
• Who does it?
• Who reviews it?

#dovetailhr
#dovetailhr
Congratulations!
You’ve earned 1.0
hour of general
recertification credit
Your program ID
will be emailed to
you within 24 hours.
The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this
program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.

#dovetailhr
What’s Coming!
HCI Webinar: How to Run HR Shared
Services Like a Thriving Business

Ebook: 5 Essentials for Making HR
Service Delivery Look & Feel Effortless

• April 24th – 12pm EDT
• Panel Discussion
• Hosting Jointly with cFactor
• 1.0 hour of HRCI
Recertification Credit
• Register at
www.dovetailsoftware.com/hrwebinars

#dovetailhr
Thank You
dovetailsoftware.com
@dovetail
dovetailsoftware.com/dovetailconnectblog
(800) 684-2055
Dovetail Software
info@dovetailsoftware.com
#dovetailhr

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Best practices employee relations webinar slidedeck

  • 1. 5 Best Practices for Compliant and Consistent Employee Relations March 26, 2013 #dovetailhr
  • 2. Housekeeping • This webinar is approved for 1.0 hours of recertification credit. • You MUST attend for the entire 60 minutes to receive credit. • Emily Lewis (elewis@dovetailsoftware.com) will email you the program id # within 24 hours. • The webinar is being recorded and the slides and recorded presentation will be emailed to you as well. #dovetailhr
  • 3. Who is Dovetail? • Delivers SaaS-based HR Case Management & Help Desk solutions • Helps HR pros better communicate with each other & employees • Supports HR Pros through education and technology @dovetail #dovetailhr
  • 4. Today’s Speakers: Mike Haberman, SPHR Consultant & Co-founder Omega HR Solutions @MikeHaberman Dwane Lay, SPHR Head of HR Process Design Dovetail Software @DwaneLay #dovetailhr
  • 5. What We’ll Cover • Meeting the need of Federal statutes • Why documentation is important • How documentation will get you in trouble • What is necessary for good documentation • What tools can be used #dovetailhr
  • 6. “I would prefer to have one page of documentation rather than 10,000 words of testimony” - said by an Employment Law Attorney #dovetailhr
  • 7. Bane and Blessing Documentation is both a bane and a blessing for HR. Difficult to get people to do it, but it is preferred by attorneys and believed by judges and juries. #dovetailhr
  • 8. Why documentation is good Helps you meet the requirements of Federal Statutes #dovetailhr
  • 9. What is needed under the ADA Applications for hiring Requests for accommodation Record of interactive discussions on requested accommodation  All records pertaining to promotion, demotion, transfer, lay-off or termination, rates of pay or other terms of compensation, and selection for training or apprenticeship for one year after making the record or taking the action described #dovetailhr
  • 10. What is needed under the FMLA  Dates FMLA leave is taken  Leave must be designated in records as FMLA leave  Documents (including written and electronic records) describing employee benefits or employer policies  Hours of the leave if less than 1 full day  Premium payments of employee benefits.  Copies of employee notices of leave furnished to the employer under FMLA  Records of any dispute between the employer and an eligible employee regarding designation of leave as FMLA leave  Copies may be maintained in employee files #dovetailhr
  • 11. What is needed under the FLSA  Employee's full name and social security number  Address, including zip code  Birth date, if younger than 19  Sex and occupation  Time and day of week when employee's workweek begins  Hours worked each day  Total hours worked each workweek  Basis on which employee's wages are paid (e.g., "$9 per hour", "$440 a week", "piecework")  Regular hourly pay rate  Total daily or weekly straight-time earnings  Total overtime earnings for the workweek  All additions to or deductions from the employee's wages  Total wages paid each pay period  Date of payment and the pay period covered by the payment #dovetailhr
  • 12. What is needed under OSHA OSHA logs 300/300A Training logs First report of injury #dovetailhr
  • 13. Why documentation is good “The palest ink is better than the best memory.” #dovetailhr
  • 14. Why documentation is good Helps knowledge retention. You do not need to have the original parties to have a recollection of the event or conversation. #dovetailhr
  • 15. Why documentation is good Provides the legal documentation needed to defend the company in a lawsuit #dovetailhr
  • 16. How documentation will get you in trouble Emails and memos that show you knew you were doing something wrong. #dovetailhr
  • 17. How documentation will get you in trouble The supervisor’s “secret file” that HR didn’t know about. #dovetailhr
  • 18. How documentation will get you in trouble Statements that show bias against a protected category “Due to his age John seems to be slowing down a bit.” “Her pregnancy has her distracted.” “Fred gets around well for someone missing one leg.” #dovetailhr
  • 19. The Four Steps Necessary for Good Documentation 1 2 3 4 • Definitions everyone understands • Training for everyone on documentation • Consistent application • Consistent timeliness #dovetailhr
  • 24. Documentation Process • Who owns it? • Who tracks it? • Who does it? • Who reviews it? #dovetailhr
  • 26. Congratulations! You’ve earned 1.0 hour of general recertification credit Your program ID will be emailed to you within 24 hours. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit. #dovetailhr
  • 27. What’s Coming! HCI Webinar: How to Run HR Shared Services Like a Thriving Business Ebook: 5 Essentials for Making HR Service Delivery Look & Feel Effortless • April 24th – 12pm EDT • Panel Discussion • Hosting Jointly with cFactor • 1.0 hour of HRCI Recertification Credit • Register at www.dovetailsoftware.com/hrwebinars #dovetailhr