Tom is an Administrative Assistant who transferred 6 weeks ago from an office role to a Contact Centre.   Tom has completed induction arranged by Mary, his manager. He has undertaken necessary training and has discussed and agreed his new objectives. One of his responsibilities is to ensure that all filing for his section is complete. However, there have been recent complaints from the team that documents are being misplaced or filed incorrectly. Mary has also noticed today that there is a backlog of work building up at his desk.   What does the manager need to consider?   Does Tom understand what is meant by an acceptable level of performance, what his objectives are and what he has to do to meet them? Did he cope with the recent training he was given? Were there any concerns and if so, have these been acted on? Does he have a disability that has been overlooked and that may be affecting his work performance? Is there a link to health issues? In that case, advise him to consult his own doctor and, with his consent, refer for occupational health advice .Has something at home affected his performance at work?   What support does the manager offer?   Mary should talk to Tom to tell him of her concerns, giving specifics and to try and identify the cause for the dip in his performance. Underlying problems should be considered, and she must ensure the standards set are reasonable. She should ensure he understands what is required, encourage him to reach and maintain the necessary standards and arrange remedial training and consolidation.   Mary should explain that if the required standard is not met, action will be taken in line with the Council’s Capability Policy. Mary concludes that there are no underlying problems affecting Tom’s work. She has spoken with Tom to identify the performance issues. Tom is

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ANSWER THE FOLLOWING ANALYSIS PRESENTED IN THE CASE BELOW :

 

Identify what action should be applied in cases of under-performance.

Understand how the processes should be followed.

 

Background Information

 

Tom is an Administrative Assistant who transferred 6 weeks ago from an

office role to a Contact Centre.

 

Tom has completed induction arranged by Mary, his manager. He has

undertaken necessary training and has discussed and agreed his new

objectives. One of his responsibilities is to ensure that all filing for his section

is complete. However, there have been recent complaints from the team that

documents are being misplaced or filed incorrectly. Mary has also noticed today that there is a backlog of work building up at his

desk.

 

What does the manager need to consider?

 

Does Tom understand what is meant by an acceptable level of performance,

what his objectives are and what he has to do to meet them?

Did he cope with the recent training he was given? Were there any concerns

and if so, have these been acted on? Does he have a disability that has been overlooked and that may be affecting his work performance? Is there a link to health issues? In that case, advise him to consult his own doctor and, with his consent, refer for occupational health advice .Has something at home affected his performance at work?

 

What support does the manager offer?

 

Mary should talk to Tom to tell him of her concerns, giving specifics and to try

and identify the cause for the dip in his performance. Underlying problems

should be considered, and she must ensure the standards set are reasonable.

She should ensure he understands what is required, encourage him to reach

and maintain the necessary standards and arrange remedial training and

consolidation.

 

Mary should explain that if the required standard is not met, action will be

taken in line with the Council’s Capability Policy.

Mary concludes that there are no underlying problems affecting Tom’s work.

She has spoken with Tom to identify the performance issues. Tom is

concerned that the amount of filing he receives is much higher than usual and the backlog is shared out equally amongst the rest of the administration team.

 

Despite this Tom’s performance remains unacceptable.

 

 

Performance does not improve- move to take action under the Capability

Policy.

 

Mary invites him to interview in 3 days time.

At the interview Mary explains that Tom’s work performance is still below the

acceptable standard. During the discussion Tom admits that the filing system

differed from what he was used to and didn’t fully understand what to do. He

didn’t mention it before because he was afraid of looking foolish.

 

Mary arranges for Tom to job shadow an experienced Administrative

Assistant for a day. She sets a review period for one week and issues an oral

improvement warning. Mary makes a full written record of the discussion to

Tom. Tom signs and returns one copy.

 

Tom’s job shadowing takes place the next day and he is allocated a mentor to

help him for the rest of the week. His work performance quickly improves.

The review meeting is conducted a week later. Mary explains that she is

pleased to see a marked improvement in Tom’s performance and asks if he

has any further concerns. As Tom’s performance has improved to an

acceptable level, Mary tells Tom that action has concluded but should his

performance dip again during the next 12 months the action will resume.

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