EWP Referrals – when and how to apply them
MODULE ONE:
As a manager, there is a long list of essential skills that you need to do your job, like leadership, communication, and critical thinking. On top of this, managing people is complicated. Sometimes the most difficult part of your job will be managing your people who have personal problems. One of your best tools as a manager is learning how to use the EWP and when it is appropriate to refer.
Every person in your team has a history and a personal life that contributes to how they function at work. Stress, anxiety, depression and substance abuse are some common mental health issues that we deal with. These issues may or may not contribute to declining work performance. It is not your role to diagnose any of these conditions. Furthermore, it is not your role to treat any of these conditions.
If you observe that an employee is not quite themselves or notice declining work performance, setting up a time for a one-on-one is a good idea. This will allow you to touch base and evaluate where they are emotionally. It’s not necessary to push for personal information or details about the presenting problem if the employee is not comfortable disclosing that information. Your goal is to restore work performance, or to prevent performance from declining at all. The aim of the one-on-one is to build rapport, to open the door for constructive communication, and to establish whether the employee needs additional support. If you feel that it is appropriate for the employee to use the EWP services for support or advice, and if the employee is willing to use the EWP services, the following options are available:
- Manager Initiated Referral (Informal Referral)
The intention is for the manager to show concern by making the employee aware of the support that is available through the EWP and providing the contact details. If the employee chooses to contact LifeAssist, it becomes a self-referral. This would be appropriate when there are no serious concerns about work performance.
- Self-Referral
A self-referral is personally motivated and initiated by the person who needs the assistance. There are very good outcomes when a person takes the initiative to seek professional counselling and advice. No one would know that they have chosen to use the service. When an employee self-refers:
- Management is not aware of their participation, nor will they be involved in the process unless permission is required for time off.
- No information is given to the company. Assure the employee that if he/she initiates a self-referral, no one is entitled to receive feedback. This includes management, colleagues, parents and life partners.
- Manager Referral (Formal Referral)
If it is apparent that there is something troubling an employee that is affecting work performance, or has the potential to affect work performance, the line manager or HR may suggest a Manager Referral. The early identification of issues that can undermine work performance, and proactive referral of affected employees, benefits both the employee and the Business – helping the person to find solutions to prevent further loss of productivity. This does not include situations where the employee does not have the skills required to perform their normal duties. LifeAssist will not interfere with the employer’s performance management or disciplinary process.
LifeAssist will respond when we receive the completed Manager Referral Form that is signed by the employee. If the form is not signed by the employee we will not be able to proceed.
The employee needs to agree to the counselling and the nature of the feedback. We will only give feedback to the person/s who are named on the form.
Feedback is limited to process and progress:
- If the employee kept the appointment
- If LifeAssist has recommended a treatment plan
- Whether or not the employee agrees to follow these recommendations
- If the employee will or will not need time away from work
- If the supervisor needs to be involved in setting the date on which the employee is expected to return to work.
The initial appointment will be offered within 48 hours of the referral. An initial feedback report will be provided by the Case Manager within four business days of the appointment. Thereafter, a final feedback report will be provided after the last session has taken place. Managers are encouraged to provide LifeAssist with ongoing feedback regarding the employee’s occupational functioning during the course of the counselling.
If the employee wants LifeAssist to divulge personal information, they need to complete the Authorisation to Release Information Form.
It is important to note that if an employee confides in you about personal problems they are experiencing and there is no impact on work performance, it is not necessary or appropriate to do a manager referral. Just because the employee has had a tough time recently, does not mean that their work performance will be impacted. In this case, you would show concern by providing the employee with the contact details for LifeAssist (Manager Initiated Referral).
What should I do if an employee refuses to sign the manager referral form?
LifeAssist respects the individual’s privacy and cannot contact them without their consent. LifeAssist is ethically bound to require consent from the individual before we contact them. It is the responsibility of the employee to seek help for challenges that affect their work-life in any way they choose. If an employee prefers not to go the route of a Manager Referral, the employee is welcome to self-refer to the EWP, or seek help privately. Due to differing belief systems, some employees may choose to seek help from religious leaders or to make use of traditional healing practices. Your role as the manager is to properly explain the potential consequences if work performance does not improve, not to force EWP services on an employee who is not comfortable using this method.
A Manager Referral is a suggestion to seek assistance through the EWP – motivated by concern. Participation is voluntary.
The Counselling Model
There are various approaches to counselling. The EWP utilises Solution-Focused Brief Therapy (SFBT). By nature, SFBT is short-term. The aim is to identify and work towards a solution to the employee’s presenting problem as well as to develop new coping skills. The aim is to help them to focus on what they can do, rather than what they can’t do, allowing them to make positive changes.
Once a referral is initiated, LifeAssist will conduct a telephone assessment with the employee. The telephone assessment is the foundation for all further counselling-related services that LifeAssist will offer. The objective is to assess the employee, gather details for follow-up, and determine what services would be most clinically appropriate. During the telephone assessment, the clinician will establish whether the employee is suitable for SFBT. In most cases they are. SFBT can be used to treat a variety of issues such as stress, trauma, bereavement and relationship problems.
Can LifeAssist help if the employee’s presenting problem is not suitable for SFBT?
Yes! LifeAssit can still help if the presenting problem is not suitable for SFBT. Certain mental health issues require a longer-term or more specialised process to be effectively treated. Examples of presenting problems that are not suitable for SFBT are eating disorders, psychosis, severe depression, and substance use disorders.
For an employee whose presenting problems cannot be reasonably addressed in a short term, LifeAssist will ensure that they are referred to clinically appropriate external resources, such as a psychiatrist or an in-patient treatment facility. External referrals are done based on the employee’s preferences, taking into account whether or not they have medical aid. LifeAssist is not responsible for payment of these services that are provided outside the scope of this programme.
In many of these instances, the condition affects other life areas such as relationships or financial wellbeing which can be effectively addressed by LifeAssist in the SBFT model. This support can extend to members of the employee’s household.
Manager Consultation
Manager consultation is offered by LifeAssist to help you as a line manager to lead through challenging times. The intention is to promote employee engagement by managing performance constructively and growing the potential of your people.
Once a signed manager referral form is received, a National Support Centre Clinician will contact the manager to conduct a manager consultation. The manager consultation is an essential part of the manager referral process because it is a partnership between LifeAssist and the referring manager and both parties need to work together to support the employee in overcoming their challenges.
Can the EWP provide Fitness for Duty Reports?
Fitness for Duty Reports fall outside of the scope of the EWP. If you require a Fitness for Duty Report you can contact LifeAssist who will help you by providing the contact details of a specialist who can assist you. The cost would not be covered by the EWP.
For more information refer to the
EWP Handbook on the home page
Service Level Agreement