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AGENDA
• LifeScope highlights
• LifeScope services
• Confidentiality
• LifeScope online
• Management supports
• Crisis services
High Blood
Pressure
360 View of the Person
FinancialAutistic
Child
Divorce
Diabetic
Stress
Lack of
Energy
Depression
Over
Weight
Parent
-ing
Elders
Anxiety
Overall Wellbeing
Personal and Work Stress
Social Support
Fitness and Nutrition
Challenges Around Life Transitions
Emotional Health and Wellbeing
Alcohol/ Substance Use
3
Eligibility
 All Faculty and Staff
 All Household Members of
Faculty and Staff
4
 Immediate family members
who impact faculty and staff
• Legal
Consultations
& Referrals
• On-line Will Prep
• Identity Theft
• Financial
Consultations &
Referrals
• Convenience
Services
• Nutrition/Weight
Management
• Smoking
Cessation
Programs
• Stress
Management
• Support Groups
• Gyms/Health
Clubs
• Prenatal/Fertility/
Adoption
• Childcare
• Adult/Elder Care:
Entitlement,
Housing &
Hospice
• Educational
Services
• Parenting
Life Services for Everyday Living
• Counseling Services
 Face-to-Face
 Telephonic
• Grief/Loss
• Dependent Coverage
• Robust Network:
5
LifeScope
More to
Life
EAP
LifeChoice
EAP/Well
ness
Solutions:
In-depth consultations
Information about government,
community-based and private resources
Referrals to child care centers, nursing
homes, nanny services, emergency back-up
providers, summer camps, public and
private schools, lactation support, adoption
assistance and much more
Materials & Resources: tip-sheets, check-
lists, handbooks, electronic media and other
educational materials
LifeLync
Family and Caregiving
Common Concerns:
Prenatal/Fertility/Adoption
Childcare: in-home, centers, nannies, etc.
Gifted children/Special needs
Adult and Eldercare: entitlement, housing,
hospice
Pet care
Academic guidance: pre-school through
continuing education
Parenting
LifeScope
More to
Life
EAP
LifeChoice
EAP/Well
ness
LifeLync
Analyti
cs
Daily Living
Legal
 Eldercare tools (i.e. wills, health care proxies, and powers of attorney)
 Adoption
 Divorce/custody
 Landlord/tenant
 Contracts
 Criminal
 Up to 30 minutes free telephonic legal consultation
 25% discount if participating lawyer is retained
*Employment issues not covered
 Mortgages
 Estate planning
 Identity theft recovery
 Debt management
 Financial management skills
 Up to 30 minutes free initial phone consultation with a financial
educator
 Referrals to certified financial professionals
Daily Living
Financial
Assistance with everyday tasks:
Recreation and leisure
Major purchasing decisions
Moving and relocation
Household maintenance
Events
Community and civic involvement
Resources and referrals:
Chore services/house cleaners
Consumer comparisons
Real estate brokers and rental agents
Contractors, electricians and plumbers
Event and party planners
Volunteer opportunities
Daily Living Convenience Services
LifeScope
More to
Life
EAP
 24 hour telephonic access to Master’s-level clinicians, including crisis counseling
 1-5 free face to face counseling sessions near work or home
 Multi-cultural/multi-lingual counselors; TTY/TDD capability for hearing impaired
 Convenient referrals for ongoing needs
 Confidential
Emotional Well Being
LifeScope
More to
Life
EAP
Emotional Well Being
 Relationship difficulties
 Family
 Mental health concerns
 Life cycle events
 Grief and loss
 Alcohol/substance misuse
 Workplace challenges
 Stress
LifeScope
More
to Life
EAP
LifeChoice
EAP/Well
ness
LifeLync
Analyti
cs
Referrals to:
Gyms & health clubs
Nutrition & weight management programs
Smoking cessation programs
Stress management
Traditional & alternative medical resources
Support groups
Health and Wellness
 Adherence to federal and state confidentiality requirements
 Professional code of ethics and guidelines
 Release of information only with written consent
 Confidentiality revoked only in the event of imminent harm to self or others, as
required by law
Confidentiality
• Lawyers and Financial Counselors are available by phone
• Work/Life Consultants are available 24/7 by phone or through the web site
• Licensed Mental Health Counselors available by phone 24/7
• Call 1-800- 828-6025
Access
Access
User Name: Williams College
Password: guest
Features Continued
 Relocation Center – Information on US communities
 Savings Center – on-line discounts on hundreds of name-brand goods, travel,
restaurants, and more
 Skill Builders – 65 interactive e-learning sessions on management, workplace
& interpersonal topics
 Health Tools – interactive health resources
 MEDLINEplus – Online access to the National Library of Medicine
 WebMD – obtain medical appointments online
Quick Quiz
1. The EAP is
a. Federal Agency
b. Employee Assistance Program
c. Environmental Protection Act
2. LifeScope services is/are
a. Confidential
b. For just faculty and staff
c. Thinks of the whole person
Quick Quiz
3. Work Life Consultants are
a. Available 24/7
b. Help you find child care resources
c. Do a comparison analysis of a product such as an appliance
4. LifeScope can help you locate
a. Child care resources
b. Spas and yoga programs
c. Pet care services
Quick Quiz
5. LifeScope legal services
a. Telephonic
b. Makes referrals to local attorneys and you get 25% discount
c. Will help you with writing a will
6. LifeScope provides you access to a licensed mental health counselor for 1-5
visits. These visits are
5. Confidential
6. Free
7. Can only use once in a 12 month period.
Quick Quiz
6. LifeScope provides you access to a licensed mental health counselor for 1-5
visits. These visits are
a. Confidential
b. Free
c. Per Incident
MRC Line: MANAGEMENT SUPPORTS
• Management consultation: high-risk situations,
critical incidents, downsizing/reorganization,
conflict resolution, performance issues, etc.
• Management referrals: formal and informal
• Fitness-for-duty consultation and coordination
MANAGEMENT SUPPORTS
Management consultation
• Discuss challenging workplace and employee situation
• Obtain professional guidance and support
• Consider multiple layers of impact (productivity, morale, legal,
employee relations, compliance, union contract issues, policy, and
human decency)
• Develop a carefully conceived plan
• Review interventions including Formal Referral
• Prepare for a constructive meeting with employee
YOUR SUPERVISORY ROLE AS A MANAGER
• Oversee work process and product
• Model and enforce appropriate workplace behaviors
• Observe and monitor employee well-being
• Provide mentorship, feedback and guidance
• Address problems proactively, professionally and
sensitively
IDENTIFYING A DISTRACTED EMPLOYEE
• Employee self-disclosure
• Co-workers report concerns
• Job performance declining (missed deadlines, mistakes)
• Accidents
• Absenteeism/presenteeism/tardiness
• Change in physical appearance/grooming
• Excessive emotionality/apathy/withdrawal
• Interpersonal conflict
WHAT NOT TO DO
You risk crossing professional boundaries if you:
• Ignore it - it affects the work
• Discuss it carelessly – it disrespects the employees privacy
• Diagnose or be a therapist - it could create a liability
Why Supervisors Don’t Intervene
1. Time
2. Confidence
3. Hope the problem will go away
4. Discomfort with the role
5. Addressing one problem might bring out more
6. Lack of organizational support
7. Fear of the emotional reaction of employee
Key Benefits to Addressing
an Employee’s Behavior
1. Morale
2. Retention of the best employees
3. Productivity of the Department
4. Distressed employee’s success
WHAT TO DO
Early intervention is in everyone’s best interest
• Document and keep record of specific incidents
• Discuss your concerns with appropriate personnel
• Address the employee before problems escalate
• Express concern
• Specify work impact
• Communicate expectations
• Offer supportive resources, such as the EAP
Three Levels of Response
1. Green
1. Early signs
2. Inquire
3. Set expectations
2. Orange
1. Pattern of behavior
2. Impacting performance of ee and others, including morale
3. Inform HR
1. Red
Three Levels of Response
3. Red
1. Ongoing pattern and earlier interventions have not
resulted in desired change
2. High Risk Behavior
3. HR needs to be included
EAP REFERRALS WHEN PERFORMANCE IS A CONCERN
“Informal” Suggested Referral
• Supervisor/manager encourages employee to call for
personal or potential performance issues
• All contact remains completely confidential
“Formal” Management Referral
• Referral made by supervisor/manager/HR to address
performance concerns
• Feedback on compliance with referral/recommendations
provided with written consent
EAP REFERRALS WHEN PERFORMANCE IS A CONCERN
“Informal” Referral
• Alex always on time; last two weeks showing up
late 4 of 10 working days; offered no explanation
• Toni reports overwhelmed with taking care of
elder parent and is not sleeping
EAP REFERRALS WHEN PERFORMANCE IS A CONCERN
“Formal” Management Referral
• Pat is moody and team members “walk on egg
shells” when dealing with Pat. You have spoken
to Pat in the past about this behavior. Last week
Pat yelled at another employee and called that
employee “a total idiot”.
Formal Referrals
1. Call the MRC line (1-877-267-1585)
2. Provide the Clinical Consultant with:
1. Your contact information
2. Name of employee who will be calling
3. Reasons for referral (work performance)
4. Actions taken to date
3. Clinical Consultant will send you a Release for Information
(ROI)
Formal Referrals (cont’d)
Meeting with the employee
• Clearly state performance concerns
• Clearly explain expectations and timelines
• Describe LifeScope referral as a supportive resource
• Assurance of confidentiality
• Limited feedback on compliance only provided to
HR/manager and requires signed release forms sent to
LifeScope
Formal Referral (cont’d)
1. Employee to sign Release of Information to allow for feedback
between Consultant and designated personnel within
organization; feedback limited to compliance with referral
2. Employee will call Life Scope 1-800-828-6025 and be connected
with a Clinical Consultant (primary point of contact) for intake
and ongoing case management
3. Consultant will facilitate a referral with an EAP counselor,
qualified to address specific areas of concern
4. Consultant will monitor employee’s progress /compliance with
recommendations, which may extend beyond company session
model, if indicated
Formal Referral (cont’d)
What kind of feedback can HR/Management expect?
1. Consultant will notify HR/Manager of contact made with EAP
2. Consultant will inform HR/Manager of program participation
3. Consultant will not reveal diagnostic, treatment or other
personal information
4. Referral will be most effective when Consultant provided with
work performance status reports
5. EAP and managers work as a team in restoring employee
productivity
CRISIS SERVICES
Crisis Response: Critical Incident Response (CIR)
• Traumatic incidents
• Violence in the workplace
• Death of an employee
• Natural disaster
• Catastrophic events
• Other critical incidents
ACCESSING LIFESCOPE
1-800-828-6025
www.LifeScopeEAP.com
Username: Williams College; Password: guest
Manager~LifeScope (EAP)
Partnership

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Manager training life scope williams college 2014

  • 1.
  • 2. AGENDA • LifeScope highlights • LifeScope services • Confidentiality • LifeScope online • Management supports • Crisis services
  • 3. High Blood Pressure 360 View of the Person FinancialAutistic Child Divorce Diabetic Stress Lack of Energy Depression Over Weight Parent -ing Elders Anxiety Overall Wellbeing Personal and Work Stress Social Support Fitness and Nutrition Challenges Around Life Transitions Emotional Health and Wellbeing Alcohol/ Substance Use 3
  • 4. Eligibility  All Faculty and Staff  All Household Members of Faculty and Staff 4  Immediate family members who impact faculty and staff
  • 5. • Legal Consultations & Referrals • On-line Will Prep • Identity Theft • Financial Consultations & Referrals • Convenience Services • Nutrition/Weight Management • Smoking Cessation Programs • Stress Management • Support Groups • Gyms/Health Clubs • Prenatal/Fertility/ Adoption • Childcare • Adult/Elder Care: Entitlement, Housing & Hospice • Educational Services • Parenting Life Services for Everyday Living • Counseling Services  Face-to-Face  Telephonic • Grief/Loss • Dependent Coverage • Robust Network: 5
  • 6. LifeScope More to Life EAP LifeChoice EAP/Well ness Solutions: In-depth consultations Information about government, community-based and private resources Referrals to child care centers, nursing homes, nanny services, emergency back-up providers, summer camps, public and private schools, lactation support, adoption assistance and much more Materials & Resources: tip-sheets, check- lists, handbooks, electronic media and other educational materials LifeLync Family and Caregiving Common Concerns: Prenatal/Fertility/Adoption Childcare: in-home, centers, nannies, etc. Gifted children/Special needs Adult and Eldercare: entitlement, housing, hospice Pet care Academic guidance: pre-school through continuing education Parenting
  • 7. LifeScope More to Life EAP LifeChoice EAP/Well ness LifeLync Analyti cs Daily Living Legal  Eldercare tools (i.e. wills, health care proxies, and powers of attorney)  Adoption  Divorce/custody  Landlord/tenant  Contracts  Criminal  Up to 30 minutes free telephonic legal consultation  25% discount if participating lawyer is retained *Employment issues not covered
  • 8.  Mortgages  Estate planning  Identity theft recovery  Debt management  Financial management skills  Up to 30 minutes free initial phone consultation with a financial educator  Referrals to certified financial professionals Daily Living Financial
  • 9. Assistance with everyday tasks: Recreation and leisure Major purchasing decisions Moving and relocation Household maintenance Events Community and civic involvement Resources and referrals: Chore services/house cleaners Consumer comparisons Real estate brokers and rental agents Contractors, electricians and plumbers Event and party planners Volunteer opportunities Daily Living Convenience Services
  • 10. LifeScope More to Life EAP  24 hour telephonic access to Master’s-level clinicians, including crisis counseling  1-5 free face to face counseling sessions near work or home  Multi-cultural/multi-lingual counselors; TTY/TDD capability for hearing impaired  Convenient referrals for ongoing needs  Confidential Emotional Well Being
  • 11. LifeScope More to Life EAP Emotional Well Being  Relationship difficulties  Family  Mental health concerns  Life cycle events  Grief and loss  Alcohol/substance misuse  Workplace challenges  Stress
  • 12. LifeScope More to Life EAP LifeChoice EAP/Well ness LifeLync Analyti cs Referrals to: Gyms & health clubs Nutrition & weight management programs Smoking cessation programs Stress management Traditional & alternative medical resources Support groups Health and Wellness
  • 13.  Adherence to federal and state confidentiality requirements  Professional code of ethics and guidelines  Release of information only with written consent  Confidentiality revoked only in the event of imminent harm to self or others, as required by law Confidentiality
  • 14. • Lawyers and Financial Counselors are available by phone • Work/Life Consultants are available 24/7 by phone or through the web site • Licensed Mental Health Counselors available by phone 24/7 • Call 1-800- 828-6025 Access
  • 16. User Name: Williams College Password: guest
  • 17. Features Continued  Relocation Center – Information on US communities  Savings Center – on-line discounts on hundreds of name-brand goods, travel, restaurants, and more  Skill Builders – 65 interactive e-learning sessions on management, workplace & interpersonal topics  Health Tools – interactive health resources  MEDLINEplus – Online access to the National Library of Medicine  WebMD – obtain medical appointments online
  • 18. Quick Quiz 1. The EAP is a. Federal Agency b. Employee Assistance Program c. Environmental Protection Act 2. LifeScope services is/are a. Confidential b. For just faculty and staff c. Thinks of the whole person
  • 19. Quick Quiz 3. Work Life Consultants are a. Available 24/7 b. Help you find child care resources c. Do a comparison analysis of a product such as an appliance 4. LifeScope can help you locate a. Child care resources b. Spas and yoga programs c. Pet care services
  • 20. Quick Quiz 5. LifeScope legal services a. Telephonic b. Makes referrals to local attorneys and you get 25% discount c. Will help you with writing a will 6. LifeScope provides you access to a licensed mental health counselor for 1-5 visits. These visits are 5. Confidential 6. Free 7. Can only use once in a 12 month period.
  • 21. Quick Quiz 6. LifeScope provides you access to a licensed mental health counselor for 1-5 visits. These visits are a. Confidential b. Free c. Per Incident
  • 22. MRC Line: MANAGEMENT SUPPORTS • Management consultation: high-risk situations, critical incidents, downsizing/reorganization, conflict resolution, performance issues, etc. • Management referrals: formal and informal • Fitness-for-duty consultation and coordination
  • 23. MANAGEMENT SUPPORTS Management consultation • Discuss challenging workplace and employee situation • Obtain professional guidance and support • Consider multiple layers of impact (productivity, morale, legal, employee relations, compliance, union contract issues, policy, and human decency) • Develop a carefully conceived plan • Review interventions including Formal Referral • Prepare for a constructive meeting with employee
  • 24. YOUR SUPERVISORY ROLE AS A MANAGER • Oversee work process and product • Model and enforce appropriate workplace behaviors • Observe and monitor employee well-being • Provide mentorship, feedback and guidance • Address problems proactively, professionally and sensitively
  • 25. IDENTIFYING A DISTRACTED EMPLOYEE • Employee self-disclosure • Co-workers report concerns • Job performance declining (missed deadlines, mistakes) • Accidents • Absenteeism/presenteeism/tardiness • Change in physical appearance/grooming • Excessive emotionality/apathy/withdrawal • Interpersonal conflict
  • 26. WHAT NOT TO DO You risk crossing professional boundaries if you: • Ignore it - it affects the work • Discuss it carelessly – it disrespects the employees privacy • Diagnose or be a therapist - it could create a liability
  • 27. Why Supervisors Don’t Intervene 1. Time 2. Confidence 3. Hope the problem will go away 4. Discomfort with the role 5. Addressing one problem might bring out more 6. Lack of organizational support 7. Fear of the emotional reaction of employee
  • 28. Key Benefits to Addressing an Employee’s Behavior 1. Morale 2. Retention of the best employees 3. Productivity of the Department 4. Distressed employee’s success
  • 29. WHAT TO DO Early intervention is in everyone’s best interest • Document and keep record of specific incidents • Discuss your concerns with appropriate personnel • Address the employee before problems escalate • Express concern • Specify work impact • Communicate expectations • Offer supportive resources, such as the EAP
  • 30. Three Levels of Response 1. Green 1. Early signs 2. Inquire 3. Set expectations 2. Orange 1. Pattern of behavior 2. Impacting performance of ee and others, including morale 3. Inform HR 1. Red
  • 31. Three Levels of Response 3. Red 1. Ongoing pattern and earlier interventions have not resulted in desired change 2. High Risk Behavior 3. HR needs to be included
  • 32. EAP REFERRALS WHEN PERFORMANCE IS A CONCERN “Informal” Suggested Referral • Supervisor/manager encourages employee to call for personal or potential performance issues • All contact remains completely confidential “Formal” Management Referral • Referral made by supervisor/manager/HR to address performance concerns • Feedback on compliance with referral/recommendations provided with written consent
  • 33. EAP REFERRALS WHEN PERFORMANCE IS A CONCERN “Informal” Referral • Alex always on time; last two weeks showing up late 4 of 10 working days; offered no explanation • Toni reports overwhelmed with taking care of elder parent and is not sleeping
  • 34. EAP REFERRALS WHEN PERFORMANCE IS A CONCERN “Formal” Management Referral • Pat is moody and team members “walk on egg shells” when dealing with Pat. You have spoken to Pat in the past about this behavior. Last week Pat yelled at another employee and called that employee “a total idiot”.
  • 35. Formal Referrals 1. Call the MRC line (1-877-267-1585) 2. Provide the Clinical Consultant with: 1. Your contact information 2. Name of employee who will be calling 3. Reasons for referral (work performance) 4. Actions taken to date 3. Clinical Consultant will send you a Release for Information (ROI)
  • 36. Formal Referrals (cont’d) Meeting with the employee • Clearly state performance concerns • Clearly explain expectations and timelines • Describe LifeScope referral as a supportive resource • Assurance of confidentiality • Limited feedback on compliance only provided to HR/manager and requires signed release forms sent to LifeScope
  • 37. Formal Referral (cont’d) 1. Employee to sign Release of Information to allow for feedback between Consultant and designated personnel within organization; feedback limited to compliance with referral 2. Employee will call Life Scope 1-800-828-6025 and be connected with a Clinical Consultant (primary point of contact) for intake and ongoing case management 3. Consultant will facilitate a referral with an EAP counselor, qualified to address specific areas of concern 4. Consultant will monitor employee’s progress /compliance with recommendations, which may extend beyond company session model, if indicated
  • 38. Formal Referral (cont’d) What kind of feedback can HR/Management expect? 1. Consultant will notify HR/Manager of contact made with EAP 2. Consultant will inform HR/Manager of program participation 3. Consultant will not reveal diagnostic, treatment or other personal information 4. Referral will be most effective when Consultant provided with work performance status reports 5. EAP and managers work as a team in restoring employee productivity
  • 39. CRISIS SERVICES Crisis Response: Critical Incident Response (CIR) • Traumatic incidents • Violence in the workplace • Death of an employee • Natural disaster • Catastrophic events • Other critical incidents