What is Counseling Out?Counseling Out is the process of providing enough
regular, candid and honest feedback that an employee quits before being fired.
Most managers wait too long to fire under-performing employees. It's better for
the employee, manager, and company if the employee quits. If Counseling Out is
done correctly, your problem employee will find a job and quit before you have
to take action. There are usually two scenarios where counseling out can be
used: 'Good Employee, Wrong Job' or 'Bad Employee, Really Trying'. Read two true
counseling out stories at the end of this article.
Document
EverythingAny time an employee may need to be fired, you need to
document all communication. Regardless of how hard you try to help your employee
or be nice, there is still the risk of a wrongful termination lawsuit. To
protect yourself from wrongful termination lawsuits, you should implement some
basic Human Resources' best practices. If you are unfamiliar with these
practices, consult an attorney to learn how you can protect yourself.
4
Steps to Counseling Out1. Establish a Counseling Out
Timeline
This first step to Counseling Out an employee is to establish
your timeline. Four weeks is usually sufficient. Because you want the right
people on your team, do not extend this process for months. When you decide that
you are going to start, put an appointment in your calendar as your deadline. If
he/she does not quit by your deadline, fire the under-performing employee.
2. Start with Honest Feedback
It is usually easy to give
positive feedback and bonuses, but difficult to cut someone's pay or give a bad
review. Although it is sometimes easier to ignore a problem and hope it goes
away, that is the wrong approach. Failing to give reviews, being falsely
positive or giving undeserved bonuses leads to your team's failure. If you
choose to counsel out an employee, honest reviews are vital. Start with an
employee meeting to give honest feedback. Prepare a list of the problems with
examples to help communicate the message.
(For example: John Doe
does not follow instructions - On April 15, 2006, John Doe was asked to do X. He
did Y.) Be clear that this meeting is not his/her time to defend
himself/herself.
This is your time to present all of the issues and let
the employee know that the issues can not continue to exist. You may consider
letting him/her schedule a meeting with you on the following day if the employee
feels the need to explain or defend himself/herself. After you finish
communicating your list, both you and your employee should sign and date the
document of problems, indicating that it has been clearly communicated. If you
believe there is a chance for improvement, you may choose to offer a performance
improvement plan. Do not feel obligated to offer such a plan. There are some
employees who are just not a good fit for a certain position. Finally, close
this meeting with a clear statement like, "John, now would be a good time to
start looking for another job."
3. Weekly ReviewsSchedule
weekly meetings with your employee through the end of your Counseling Out
Timeline. Be careful to not share your timeline with the employee, in case you
decide that an earlier than planned dismissal is needed. Use these weekly
meetings to make sure that he/she is still providing at least a neutral
contribution to your company, and to inquire about the employee's job hunt. If
the underperforming employee's attitude or performance is getting worse, point
it out and make sure he/she understands that he/she still has a job to do. It is
okay to encourage the employee in the job search, to ask what job search tools
he/she is using, to offer your name as reference
(if you have some
positive things to say), and to ask if the employee has had any good leads or
interviews. Remember to document any progress, the topics discussed at the
weekly meeting, and to both sign a meeting summary before leaving the room.
4. Time's Up - Time to Fire the Underperforming
EmployeeHopefully the employee finds a job before the end of your
timeline; but if he/she has not, you need to deliver the news that the
underperformer is fired. By this point, the employee should be on his/her way
toward finding a new job and may already have interviews or a job offer. It is
not usually appropriate to offer a 'layoff' or severance package to someone who
has been Counseled Out. While it may feel good to do so, you have already given
the person a working severance of sorts. Deliver the message, say goodbye, and
thank the employee for his/her work.
True Story #1: Good Employee,
Wrong Job"A few years ago I had an employee who had gotten into a rut
after four years in the same role. He and I candidly discussed the issues and
determined that we needed to find him another opportunity. I talked to other
managers, recommending him for a few open positions; and within a month he was
on a new team. On that team, he has performed extremely well, is much happier,
and is making a great contribution to the company."
True Story #2:
Bad Employee, Really Trying"Last year, I had an employee who was
underperforming. I noticed the problem after only a month of employment. Because
the job was difficult, I decided to keep encouraging and training, rather than
making a quick dismissal. Although she was really trying, she had trouble
getting the job done correctly and efficiently. After a few more months of
problems, I decided to start four weeks of Counseling Out. She did not quit, but
had interviews and good job leads by the time I fired her. Although she
pretended to act surprised in our final meeting, she confirmed to former
co-workers that she already had another job offer. I did everything possible to
help this employee find a new job and felt good about the
decisions."
This article is courtesy of Careerbuilder.com and was contributed by Tiffany Worstell, Vision Staff Recruiter-Nationwide. To contact Tiffany, call (540) 491-9112, or email tworstell@etsvision.com. To find out more visit www.etsvision.com.