Q. My
co-worker is a valued, longtime employee. Several months ago she
received a substandard review, because of low sales volume. During
this same time, she also did much of the stock work needed in the
department, since we did not have any stock support. Our manager was
fully aware that my co-worker was picking up the slack, but did
nothing about it. She had a follow-up review and all was fine.
Our store did extremely
well last year, which entitled employees who met their objectives to
receive an additional 20% discount card. Our entire department got
cards. But a few weeks later, my co-worker was asked to return hers,
since she had had a "poor review."
Two weeks later, she was
told that the store could no longer accommodate her schedule
requests. (She has a disabled daughter, and needs to be home in the
evenings during the week.) She has always been available to work
evenings on the weekends, and was allowed to work this schedule for
nearly five years. Our department is demoralized. When I tried to
support her to management, I was told the situation was between my
co-worker and HR. What can we do?
A. Based
on what you've said, it seems clear the company treated your
co-worker badly. It's also possible that we don't know all the facts
behind the company's decision,
and there may be factors
we're not aware of that might make their actions a little more
understandable.
I see three problems
here: First, the lack of recognition from the supervisor about your
friend's picking up the slack, when she went above what was expected.
Second,
management's bringing up
the first (substandard) review when the follow-up review suggested
that "all was fine." The third is management's poor
judgment in asking for your friend to return the bonus cards.
Show Professional
Behavior
Your
friend should respond, because to do nothing suggests she believes
the company's action was justified. However, it's critical that she
show politeness, respect and control when talking with her boss or HR
about the problem. It's important that she project a professional
image of support and loyalty to the company, as well as openness to
feedback, and use a problem-solving focus: ("Help
me to understand the whole picture, so I can continue to be a valued
employee to this company. What can I do to re-build my connection and
support with management?”)
It
might be good if she wrote down all the facts of situation: What she
did, and when; what was said to her by management, and when; who saw
it, etc. Now a key question: What
does she want to happen?
What will satisfy her that she believes that she received fair
treatment, and is on her way to building back her connection with the
company? She needs to know this before pursuing any further talks.
Take the Initiative
With all the facts in
place, she might ask for a meeting with HR to review the situation,
and ask for further advice on how she can offset the bad review. It's
important that she doesn't come across as a disgruntled employee, and
that she realize that HR people work for management. Best case
scenario: HR gets the supervisor to reverse his or her position, and
the supervisor begins to build stronger connections with your friend.
But that probably won't happen. HR people are staff resources, and
usually what a supervisor decides is supported by upper
management—and HR. (Smart managers usually check with HR as
well as higher-ups before taking any disciplinary action, so that
everyone's in agreement.) A more likely result, if she handles it
right, is for management to believe she's someone who can benefit
from feedback and who wants to be a team player, and then begin to
look at her in a new light.
The Boss Usually Wins
A sometimes difficult but
realistic concept to accept is that the boss has more clout than your
friend does, and the boss usually wins. So it's important to find
ways to get management's support. If the facts clearly show that
your friend has been treated unfairly, then she should have a good
case to present to HR. She might also that seek legal counsel if she
feels she has been discriminated against..
If it appears that both
the supervisor and HR don't support her views, it may be best for her
to look for work elsewhere. A good company (and one with a good HR
department) won't let supervisors treat people unfairly. It's bad
business to treat people badly, because it destroys employee loyalty
and initiative.
One
final thought: You may want to focus on your own feelings about the
company -- and whether or not this is the place where you
want to work. Good luck.