Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

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JAN is a service of the U.S. Department of Labor’s Office of Disability Employment Policy. 1 Best Practices for Engaging in the Interactive Process Lou Orslene, JAN Co-Director, MSW, MPIA, CPDM http :// askjan.org/landingpage/Hawaii2014/

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Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director, MSW , MPIA, CPDM http :// askjan.org/landingpage/Hawaii2014/. Americans with Disabilities Act. Tips about Accommodation - PowerPoint PPT Presentation

Transcript of Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Page 1: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

JAN is a service of the U.S. Department of Labor’s Office of Disability Employment Policy.

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Best Practices for Engaging

in the Interactive Process

Lou Orslene, JAN Co-Director,

MSW, MPIA, CPDM

http://askjan.org/landingpage/Hawaii2014/

Page 2: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Tips about Accommodation

Required, absent undue hardship, to provide a reasonable accommodation to an otherwise qualified individual who meets the definition of disability

Can choose among effective accommodation options Do not have to provide accommodations unless needed

because of a disability Do not have to provide accommodations that pose an

undue hardship Do not have to provide personal use items needed in

accomplishing daily activities both on and off the job Do not have to make an accommodation for an individual

who is not otherwise qualified for a position Do not have to remove essential functions, create new

jobs, or lower production standards

Americans with Disabilities Act

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Page 3: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

JAN’s Interactive Process

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Page 4: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 1: Recognizing an Accommodation Request

Starting the Interactive Process

JAN’s Interactive Process

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Page 5: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

What is a reasonable accommodation request? An applicant or employee asks for something that is

needed because of a medical condition.

JAN’s Interactive Process

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Page 6: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 1: Nuts

Missing a Request

Unnecessary Delays

Bolts

Err on the Side of Caution

Conduct Training

Assign Responsibility

Act Quickly

Streamline Procedures

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JAN’s Interactive Process

Page 7: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 2: Gathering Information

Getting What You Need To Process the Request

JAN’s Interactive Process

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Page 8: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

What is allowed? Medical documentation

Employee has a disability Employee needs an accommodation

Limitations, work-related problem, accommodation ideas

JAN’s Interactive Process

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Page 9: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

What is prohibited: Irrelevant information Information that is known or obvious

JAN’s Interactive Process

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Page 10: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 2: Nuts

Getting What You Need

Not Asking for Too Much

Bolts

What, Why, How

Do You Already Have It? Why Do You Need It?

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JAN’s Interactive Process

Page 11: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 3: Exploring Accommodation Options

Figuring Out What Accommodations Might Work

JAN’s Interactive Process

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Page 12: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

What should you do? Brainstorm Think outside the box Talk with the employee Use available resources

JAN’s Interactive Process

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Page 13: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

What should you not do? Say “this is not how we do it” Rigidly stick to policies Not listen to anyone else

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Page 14: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 3: Nuts

Saying “NO” Too Quickly

No Ideas

BoltsForget LawsForget PoliciesFocus on What Could Work

Ask the EmployeeAsk the DoctorAsk JAN

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JAN’s Interactive Process

Page 15: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 4: Choosing an Accommodation

Exercising Your Prerogative

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Page 16: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Consider: Employee’s preference Business needs

JAN’s Interactive Process

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Page 17: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Do not consider: Co-worker morale Customer preference Power struggles

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Page 18: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 4: Nuts

Avoiding Power Struggles

Avoiding Co-worker Problems

Not Knowing If Accommodation Will Work

Bolts

Have a Neutral Person

Be a ManagerDo General Awareness TrainingLet Employee Discuss Disability

Try It!

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JAN’s Interactive Process

Page 19: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 5: Implementing the Accommodation

Taking Steps Necessary to Make Accommodation Work

JAN’s Interactive Process

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Page 20: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Implementation may involve: Purchasing and installing equipment Ordering a service Training Notifying those who need to know

JAN’s Interactive Process

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Page 21: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Informing others does not involve: Telling co-workers

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Page 22: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 5: Nuts

Making Sure It Works

Communicating as Needed

Bolts

Test It!

Use Good Management Techniques

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JAN’s Interactive Process

Page 23: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 6: Monitoring the Accommodation

Making Sure the Accommodation Continues

To Be Effective

JAN’s Interactive Process

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Page 24: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Do: Establish open lines of communication Check with the employee periodically Take responsibility for maintenance and updates

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Page 25: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Do not: Make employee jump through unnecessary hoops Ask for medical updates you do not need

JAN’s Interactive Process

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Page 26: Best Practices for Engaging in the Interactive Proces s Lou Orslene, JAN Co-Director,

Step 6: Nuts

Keeping Accommodations Working

Effectively Communicating

Bolts

Communicate Effectively

Assign Responsibility

Announce, Publish, Repeat, Be Responsive

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Questions?