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Managing Follow Up
• Write and agree performance improvement and
development plans in accordance with organisational
policies

•
•

BSBMGT502B
Seek assistance from human resourcespeople
Manage specialists where
appropriate
performance
Reinforce excellence in performance through
recognition and continuous feedback

• Monitor and coach individuals with poor performance
• Provide support services where necessary
• Even experienced managers may need support when
assisting an employee through the performance
management cycle. This may include:
– technical support
– managerial support.
• Technical support may involve:
– technical training
– quality management
– attention to detail
– product/service knowledge
• Managerial support may involve:
– language and literacy support
– legal, HR or industrial relations support
– personal advice.
• Legal, HR or industrial relations support may be
found from:
– Australian Government online business support:
www.business.gov.au
– Australian Securities and Investment Commission:
www.asic.gov.au
– Chambers of Commerce: www.acci.asn.au
– trade unions
– legal practitioners
– Industrial Relations Commission
– industry bodies.
• Establish and adhere to ethical boundaries when
discussing:
– health issues
– relationship issues
– family problems
– drug and alcohol related issues
– depression and suicidal tendencies.
• Managers should counsel an employee whose
performance does not improve over time.
• Follow organisational policies and procedures for
counselling or disciplining employees.
• If there are no current policies, access Fair Work
Online (www.fairwork.gov.au) to determine
appropriate steps.
• Disciplinary processes should be clearly outlined in
organisational policies and procedures. They may
include:
– disciplinary procedures
– stand-down letters
– discipline interview guides
– verbal warnings
– written warning
– termination or dismissal letters.
• Discipline should follow performance management
and counselling and should therefore not surprise
the employee.
• Managers should view discipline as an opportunity
for corrective action rather than the final step before
termination.
• Organisations may have the right to implement the
following actions for continued unsatisfactory
performance:
– formal censure or counselling
– demotion by one or more classification levels or
increments
– withholding of an increment
– suspension with or without pay
– termination of employment.
• Managers and organisations can establish an ongoing
record of poor performance by showing adherence
to a process of:
– performance reviews
– feedback
– development plans
– records of conversation.
• Termination is the cessation of the contract of
employment between an employer and an
employee, at the initiative of the employer within
relevant industrial agreements.
• It must be accompanied by several legal and
organisational documents.
• Organisational requirements for termination include:
– paid or unpaid leave until the termination is
finalised
– notice of termination/dismissal letter
– termination pay statement
– termination checklist
– abandonment of employment letter
– termination on the grounds of ill health or
redundancy.
• Notice of termination/dismissal is the formal letter
required under law to be sent or handed to the
employee whose employment contract has been
terminated.
• It must be retained along with payroll records of
termination for no less than seven years.
• Terminations must be lawful and should not breach
any of the:
– employment contract
– equal opportunity, anti-discrimination or other
legislation
– award or workplace agreement.
• Legal requirements relating to terminations include:
– documenting the date and reasons for
termination
– providing support to employees to write letters of
resignation if required
– complying with notice periods required by
legislation, awards or contract
– paying accrued entitlements including untaken
leave.
• Organisations may have a termination checklist. This
should cover:
– meeting all termination obligations
– receiving all organisational property
– returning any personal property.

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Session 13b

  • 1. Managing Follow Up • Write and agree performance improvement and development plans in accordance with organisational policies • • BSBMGT502B Seek assistance from human resourcespeople Manage specialists where appropriate performance Reinforce excellence in performance through recognition and continuous feedback • Monitor and coach individuals with poor performance • Provide support services where necessary
  • 2. • Even experienced managers may need support when assisting an employee through the performance management cycle. This may include: – technical support – managerial support.
  • 3. • Technical support may involve: – technical training – quality management – attention to detail – product/service knowledge
  • 4. • Managerial support may involve: – language and literacy support – legal, HR or industrial relations support – personal advice.
  • 5. • Legal, HR or industrial relations support may be found from: – Australian Government online business support: www.business.gov.au – Australian Securities and Investment Commission: www.asic.gov.au – Chambers of Commerce: www.acci.asn.au – trade unions – legal practitioners – Industrial Relations Commission – industry bodies.
  • 6. • Establish and adhere to ethical boundaries when discussing: – health issues – relationship issues – family problems – drug and alcohol related issues – depression and suicidal tendencies.
  • 7. • Managers should counsel an employee whose performance does not improve over time. • Follow organisational policies and procedures for counselling or disciplining employees. • If there are no current policies, access Fair Work Online (www.fairwork.gov.au) to determine appropriate steps.
  • 8. • Disciplinary processes should be clearly outlined in organisational policies and procedures. They may include: – disciplinary procedures – stand-down letters – discipline interview guides – verbal warnings – written warning – termination or dismissal letters.
  • 9. • Discipline should follow performance management and counselling and should therefore not surprise the employee. • Managers should view discipline as an opportunity for corrective action rather than the final step before termination.
  • 10. • Organisations may have the right to implement the following actions for continued unsatisfactory performance: – formal censure or counselling – demotion by one or more classification levels or increments – withholding of an increment – suspension with or without pay – termination of employment.
  • 11. • Managers and organisations can establish an ongoing record of poor performance by showing adherence to a process of: – performance reviews – feedback – development plans – records of conversation.
  • 12. • Termination is the cessation of the contract of employment between an employer and an employee, at the initiative of the employer within relevant industrial agreements. • It must be accompanied by several legal and organisational documents.
  • 13. • Organisational requirements for termination include: – paid or unpaid leave until the termination is finalised – notice of termination/dismissal letter – termination pay statement – termination checklist – abandonment of employment letter – termination on the grounds of ill health or redundancy.
  • 14. • Notice of termination/dismissal is the formal letter required under law to be sent or handed to the employee whose employment contract has been terminated. • It must be retained along with payroll records of termination for no less than seven years.
  • 15. • Terminations must be lawful and should not breach any of the: – employment contract – equal opportunity, anti-discrimination or other legislation – award or workplace agreement.
  • 16. • Legal requirements relating to terminations include: – documenting the date and reasons for termination – providing support to employees to write letters of resignation if required – complying with notice periods required by legislation, awards or contract – paying accrued entitlements including untaken leave.
  • 17. • Organisations may have a termination checklist. This should cover: – meeting all termination obligations – receiving all organisational property – returning any personal property.