Category: From the Files of HR Answers

Client: I’ve got an employee who’s used up all their vacation and sick leave—but now they’re asking for additional time off to go on a vacation. I don’t want to be the bad guy, but this doesn’t sit right with me. How do I handle it?

Consultant: This is where boundaries meet fairness. When someone has used all their available leave, asking for more—especially for vacation—can create ripple effects. The key is to separate empathy from enabling and base your response on consistency and policy.

Client: So, what do I say without sounding harsh or unsupportive?

Consultant: Acknowledge the request and hold the line on the policy.

Try:
“I understand you’d like to take time off, and I want to support work-life balance. At the same time, you’ve used all of your accrued leave, and we can’t approve additional time off at this point.”

Client: What if they ask to take it unpaid?

Consultant: That’s a fair question—and it depends on your organizational policy. Some workplaces allow unpaid time off with approval; others don’t. What matters is being consistent.

You might say:
“We generally don’t approve unpaid time off for vacation when all leave has been used. If there’s a compelling reason, I can take it under consideration—but we also need to balance the operational impact.”

Client: What if they say they already booked the trip?

Consultant: That’s a ‘planning on permission’ move—not a best practice. You’re not obligated to accommodate it. Be firm.

Say:
“I understand the trip is already planned, and I wish the timing were different. Unfortunately, advance bookings don’t override our leave policies. If we allow this, it sets a precedent we can’t sustain.”

Client: Could I offer a compromise, like working extra hours to ‘make up’ the time?

Consultant: Only if it aligns with policy, job duties, and fairness to others. Allowing someone to bank time might be fine in salaried-exempt roles, but it’s riskier for hourly employees.

Try:
“We don’t have a flex system that allows ‘making up’ full days in advance. Leave policies are structured to ensure fairness, and we need to apply them consistently.”

Client: What if this turns into a morale issue?

Consultant: Sometimes saying ‘no’ causes frustration—but saying ‘yes’ causes confusion and resentment from others. Be clear, fair, and direct.

You might also preempt concerns by saying:
“We value time off, and we’re committed to managing it fairly. If someone needs additional time, they can plan ahead or save leave for future use. That ensures everyone’s treated equitably.”

Client: So, the message is—‘We care, and we also have to follow the rules’?

Consultant: Exactly. Supportive doesn’t mean soft. You can respect the request without approving it—and reinforce that policies exist to protect fairness and operations.

Recap:
✔ Acknowledge the request without guilt
✔ Review policy before responding
✔ Say no clearly if it’s not supported
✔ Offer limited flexibility only if consistent and operationally sound
✔ Reinforce fairness and planning going forward

And if you need help refining your time-off policies or communication strategies—we’re here to support you.

Client: We just filled a position, and one of the internal candidates who wasn’t selected is now refusing to help onboard the new hire. They’re clearly upset, and it’s creating tension. How do I handle this?

Consultant: Ah, the classic case of post-interview pouting. Internal applicants who aren’t selected may feel embarrassed, overlooked, or even betrayed—especially when expected to train the person who did get the job. Still, disappointment can’t excuse unprofessional behavior. Let’s get ahead of this before it festers.

Client: I get that they’re hurt, but refusing to onboard the new person is hurting the team. What should I say?

Consultant: You’ll want to acknowledge their disappointment, while resetting expectations for their role. Stay calm, clear, and constructive.

Try:
“I understand this outcome was frustrating, and I appreciate your interest in the position. That said, part of your current role includes supporting onboarding efforts, and I expect you to follow through on that responsibility. Let’s talk about how you can do that professionally.”

Client: What if they say they don’t want to train the person who got the job they wanted?

Consultant: That’s honest—and not optional. They don’t have to like it. They do have to do it.

You could say:
“You’re entitled to feel disappointed, and you’re still responsible for fulfilling your duties. Onboarding isn’t a personal favor—it’s part of your job.”

Client: What if I didn’t give them feedback about why they didn’t get the job? Could that be part of the issue?

Consultant: Very likely. Internal candidates deserve timely, honest, and constructive feedback. If that didn’t happen, now’s the time.

Try:
“I realize I didn’t provide feedback after the decision was made. Let’s have that conversation now so you can understand what went into the choice—and what to focus on for future opportunities.”

Client: What if they’re passive-aggressively undermining the new hire?

Consultant: That’s a red flag. Document it and address it directly.

Say:
“I’ve observed comments and behavior that are making onboarding more difficult. That’s not acceptable. I expect you to contribute to a professional, welcoming environment. Let’s talk about what that looks like moving forward.”

Client: What if they just need time to cool off?

Consultant: That’s fine—as long as the work still gets done. If they need space, offer it. If they’re avoiding responsibilities, that’s a separate conversation.

Offer:
“If you need some time to process this, let’s talk about how we can support that while still meeting onboarding needs. The work can’t pause, but we can find a way forward that’s fair to everyone involved.”

Client: So, the key is to acknowledge the disappointment, hold them accountable, and course-correct behavior?

Consultant: Exactly. You don’t have to rescue their feelings—you just have to lead with clarity and fairness. The goal is professionalism, not perfection.

Recap:
✔ Acknowledge the disappointment
✔ Reinforce expectations—onboarding is part of their role
✔ Offer feedback if it was missing
✔ Don’t tolerate sabotage—document and act
✔ Balance empathy with accountability

And if you need help navigating the tough conversation—or crafting internal feedback and onboarding protocols—we’re always here to support you.

Client: I’ve offered flexible work hours to support my team, but I’m starting to feel like one employee is stretching that flexibility a little too far. They’re not around when I need them, and some of their work is slipping. How do I address this without micromanaging?

Consultant: That’s a fair concern. Flexibility is a great tool—but only when it’s paired with accountability. Let’s walk through how to address this while keeping trust and performance in balance.

Client: Okay, so how do I bring it up without sounding accusatory?

Consultant: Start by focusing on outcomes, not hours. Look for patterns: missed deadlines, unavailability during critical hours, or team disruption. Then, frame the conversation around shared expectations.

You could say:
“I want to check in on how your schedule is working. I’ve noticed a few times when communication or project timelines have slipped, and I want to make sure we’re aligned on expectations.”

Client: What if they say they’re still working the same hours, just on their own time?

Consultant: That might be true—and still not working. Flexibility doesn’t mean invisibility. There has to be shared structure.

Try:
“I appreciate you managing your time, and we also need overlap for collaboration and responsiveness. Let’s talk about what availability looks like moving forward so we can support the team and get things done.”

Client: Should I start monitoring when they’re online or clocking in?

Consultant: Not unless they’re in a non-exempt role that requires it. Focus on the work, not the clock.

You can say:
“I’m not here to monitor hours—I’m here to make sure the work gets done and that everyone feels supported. Let’s figure out how we can make this schedule work for both you and the team.”

Client: What if nothing changes after the conversation?

Consultant: Then you need to escalate. Flexibility is earned and maintained by meeting expectations. If they’re not meeting them, it’s okay to rein things in.

You might say:
“We’ve discussed expectations, and I’m still seeing missed deadlines and inconsistent availability. At this point, we need to shift to a more structured schedule to ensure work is completed consistently.”

Client: What if the employee pushes back or says I’m treating them differently?

Consultant: That’s why consistency and documentation matter. If everyone else is thriving under the same structure, it’s reasonable to expect the same from them.

You can reinforce with:
“The flexibility we offer is built on trust and results. This isn’t about comparison—it’s about making sure we all meet our responsibilities.”

Client: So, I don’t have to cancel flexibility for the whole team?

Consultant: Not at all. Address the individual issue. Protect the policy by managing how it’s used—not removing it because one person isn’t holding up their end.

Client: This really helps. So, the key is expectations, outcomes, and fairness?

Consultant: Exactly. Flexibility is a tool—not a loophole. Lead with clarity, manage through performance, and stay consistent. If flexibility stops working, it’s okay to change the arrangement.

Recap:
✔ Define what flexibility means in your organization
✔ Focus on outcomes, not hours
✔ Revisit expectations early, not after frustration builds
✔ Adjust the individual schedule if necessary—don’t punish the group
✔ Document and follow up

And if you need help navigating those conversations—or crafting a flexible work policy that works for everyone—we’re always here to help.

Client: I have an employee returning to work after an injury, but I’m concerned they aren’t fully healed. They say they need the money, but I don’t want them to get hurt again. What should I do?

Consultant: You’re in a tough spot. You want to support your employee’s financial needs while ensuring their health and safety. The key is to follow medical guidance, maintain compliance with workplace safety laws, and find a solution that protects both the employee and the company.

Client: They say they’re fine, but I can tell they’re struggling. Can I stop them from coming back?

Consultant: If they’ve been cleared by a medical provider, you can’t automatically prevent them from working. However, you can require proper documentation and ensure any restrictions are followed.

Try this:
“I appreciate that you’re eager to return, and we want to make sure you do so safely. We’ll need a doctor’s note confirming any work restrictions or modifications needed to prevent further injury.”

This keeps the conversation focused on safety, not their financial situation.

Client: What if they refuse to provide a doctor’s note?

Consultant: If the injury required medical leave, you have the right to request return-to-work documentation. Without it, you can’t confirm they’re fit for duty.

You might say:
“For your safety, we need documentation from your doctor clearing you for work and outlining any restrictions. Until we have that, we need to hold off on your return to ensure you’re protected.”

This keeps the responsibility on them to provide medical clearance.

Client: Their doctor cleared them, but I can see they’re struggling with tasks. What do I do?

Consultant: If they’re visibly struggling, check whether their restrictions are being followed. If they don’t have restrictions and are still having difficulty, a follow-up medical evaluation might be needed.

Try this:
“I see that some tasks seem to be causing discomfort. Are you feeling okay doing this work, or do we need to revisit accommodations to ensure your safety?”

This allows them to acknowledge struggles without feeling pressured to push through pain.

Client: What if they admit they’re struggling but don’t want to reduce hours or take time off?

Consultant: Work with them to find a temporary modification that keeps them working safely. If applicable, offer light-duty tasks that align with their doctor’s recommendations.

You might say:
“We want to support your return while making sure you don’t risk re-injury. Let’s review what tasks we can adjust to make this transition smoother.”

This helps them keep earning while reducing the risk of further harm.

Client: What if they insist they can do everything, even though I can tell they’re pushing themselves too hard?

Consultant: If they’re exceeding documented restrictions or showing signs of strain, address it proactively.

You could say:
“I appreciate your commitment, and I know you want to be fully back. However, I need to ensure we’re following the medical guidelines. Let’s check in with your doctor to make sure we’re staying within safe limits.”

This reinforces that safety is the priority—not just their willingness to work.

Client: So, the key is to follow medical guidance, offer adjustments if needed, and not let financial concerns override safety?

Consultant: Exactly. Support the employee, and ensure they aren’t putting themselves at risk. A structured return-to-work approach protects both their well-being and the company.

And if you need help structuring accommodations or compliance reviews, we’re here to assist.

Client: I have an employee who never takes responsibility for mistakes. Anytime something goes wrong, they blame someone else or make passive-aggressive comments. How do I address this without making the situation worse?

Consultant: Dealing with passive-aggressive behavior is frustrating because it’s indirect, and it disrupts the team. The key is to focus on accountability, set clear expectations, and not get drawn into their deflections.

Client: How do I even start the conversation without them getting defensive?

Consultant: Approach it factually and keep emotions out of it. Focus on behaviors, not intentions.

Try this:
I’ve noticed that when issues come up, there’s a pattern of shifting blame instead of focusing on solutions. I want to talk about how we can improve communication and accountability moving forward.

This frames the conversation around team success rather than personal criticism.

Client: What if they deny it or make excuses?

Consultant: Passive-aggressive employees often avoid direct confrontation, so they may try to deflect. Instead of arguing, redirect the focus to expectations.

You might say:
“I’m not here to debate the past. What I need to see moving forward is ownership of responsibilities and a solution-focused approach when mistakes happen.”

This makes it clear that accountability is the expectation.

Client: What if they keep pointing fingers at their coworkers?

Consultant: Don’t engage in the blame game. Instead, shift the focus back to their role.

Try this:
“I hear that you’re frustrated, and I expect everyone to work together. Regardless of what others do, I need you to take responsibility for your own work and how you respond to challenges.”

This sets a boundary while keeping the conversation professional.

Client: What if they respond with sarcasm or passive-aggressive comments?

Consultant: Call out the behavior in a neutral way and reset expectations.

You could say:
“I want to keep this conversation productive. If something isn’t clear, let’s talk about it directly so we can find a solution together.”

This puts the responsibility on them to engage in a real conversation instead of hiding behind sarcasm.

Client: What if their behavior doesn’t change?

Consultant: If the pattern continues, you need to set formal expectations and document the issue.

You might say:
“We’ve talked about this before, and I’m still seeing the same behaviors. Moving forward, I expect accountability and professionalism. If this continues, we’ll need to take further steps to address it.”

This makes it clear that there are consequences for ongoing behavior issues.

Client: So, the key is to stay neutral, set expectations, and not engage in their deflections?

Consultant: Exactly. Stay direct, don’t take the bait, and focus on accountability. Passive-aggressive behavior thrives on avoidance—clear expectations and follow-through will help shift the dynamic.

And if you need help structuring a formal performance discussion, we’re here to support you.

Client: I have employees coming to me saying their pay isn’t fair compared to their coworkers. I know I can’t discuss individual salaries, but I also don’t want to create more tension by shutting them down. How do I handle this?

Consultant: Pay concerns can be tricky because they tap into emotions, perceptions of fairness, and workplace morale. The key is to acknowledge their concerns, provide general transparency about how pay decisions are made, and redirect the conversation toward their own growth opportunities.

Client: What do I say if they demand to know what their coworkers make?

Consultant: Keep it professional and firm. Confidentiality around salaries is non-negotiable. You can still provide reassurance about the fairness of your pay structure.

You might say:
“I understand that pay fairness is important, and I want to assure you that we follow a structured approach when determining salaries. While I can’t discuss anyone else’s pay, I’m happy to go over how pay decisions are made and what opportunities exist for growth in your role.”

This keeps the focus on process and individual development rather than comparisons.

Client: What if they say they know a coworker makes more for the same job?

Consultant: Employees sometimes hear about salaries through informal conversations, and that information isn’t always complete or accurate. Instead of debating, steer the conversation toward what they can control.

Try this:
“Pay is determined based on a number of factors, including experience, skills, and tenure [specific to your pay policy]. I want to focus on your pay and career path. If you’re interested in ways to grow within the company or increase your earning potential, let’s discuss that.”

This shifts the discussion from comparison to action.

Client: What if they don’t accept that answer and insist it’s unfair?

Consultant: Some employees may not be satisfied right away, and that’s okay. Reinforce that pay structures are reviewed regularly to ensure fairness.

You might say:
“I understand your concerns, and I want to make sure our pay practices are competitive and fair. While individual salaries are confidential, we regularly review our pay structure to ensure consistency. If you’d like, we can talk about what skills or performance benchmarks are used to set or change pay.”

This reassures them without making promises or disclosing confidential information.

Client: What if their frustration starts spreading to the rest of the team?

Consultant: Pay concerns can quickly become a morale issue if employees feel unheard. Proactive communication about how pay decisions are made can help.

Consider sharing general information with the team, such as:
✔ How salaries are determined (without individual details)
✔ How performance or skills impact raises, if they do.
✔ What career growth opportunities exist

You might say in a team setting:
“We know that fair and competitive pay is important, and we have structured processes to ensure consistency. If anyone has questions about career growth or pay progression, I encourage you to have a conversation with your manager.”

This reinforces transparency without opening a debate.

Client: What if their concern is valid and there is an issue with pay equity?

Consultant: If their concern exposes a legitimate issue—such as pay discrepancies that aren’t based on objective factors—you need to address it. Conduct a pay equity review and, if necessary, make adjustments.

If you do find an issue, you might say:
“We regularly review pay to ensure fairness. Based on that review, we’re making adjustments where needed. Our goal is always to have a fair and competitive pay structure.”

This shows that you take concerns seriously while handling adjustments professionally.

Client: So, the key is to acknowledge concerns, reinforce the pay structure, and redirect to individual growth?

Consultant: Exactly. Employees want to feel heard and valued, and addressing pay concerns professionally—without violating confidentiality—helps maintain trust and morale.

And if you ever need help reviewing pay structures or handling tough conversations, we’re here to support you.

Client: I feel like I’ve reached the point where I want to terminate an employee—can I legally do that, and what steps do I need to take to make sure it’s handled properly?

Consultant: Making the decision to terminate an employee is serious, and handling it correctly is crucial to protect both your organization and the employee’s rights. The key is ensuring there’s a legitimate reason, proper documentation, and a clear process to follow.

Client: We’re an at-will employer, so I can technically fire them at any time, right?

Consultant: At-will employment allows you to terminate an employee at any time, as long as it’s not for an illegal reason—such as discrimination, retaliation, or a violation of public policy. Even with at-will status, terminations should always be handled with consistency and fairness to avoid legal risks.

Before moving forward, ask:
✔ Have you documented the performance or behavior issues?
✔ Have you given the employee a fair chance to improve?
✔ Are you applying the same standard to others in similar situations?

If the answer to these is yes, you’re on the right track.

Client: I have some documentation, but it’s mostly emails and verbal warnings. Is that enough?

Consultant: Documentation should show a clear pattern of concerns and the steps taken to address them. Ideally, you should have:

• Written warnings or performance improvement plans (PIPs)
• Notes from coaching conversations
• Records of any policy violations
• Evidence that the employee was given a chance to improve
• Written documentation of notice to the employee that if they failed to improve they could loose their job.

If most of the information is verbal, summarize key conversations in a follow-up email to create a record for moving forward, and you’re not quite ready to terminate their employment.

Client: What if the employee’s performance has been inconsistent, but not bad enough for a formal write-up?

Consultant: Inconsistent performance can be a gray area. If you haven’t already, set clear expectations and provide direct feedback before making a termination decision.

Try this:
“I want to be upfront about my concerns with your performance. These areas need improvement, and I need to see consistency. Let’s outline a plan to get there.”

If there’s no sustained improvement after that, termination becomes a more defensible option.

Client: I’m ready to move forward with termination. What are the final steps I need to take?

Consultant: Once you’re certain, follow these steps:

• Review Company Policy: Ensure compliance with internal policies and legal considerations.
• Prepare Final Documentation: Include termination letters, final pay details, and any legal requirements.
• Plan the Conversation: Keep it brief, professional, and clear.
• Have a Witness Present: An HR rep or another manager should be in the room or in the virtual meeting. (In person is best.)
• Be Ready for Questions: Address final pay, benefits, and next steps.

You might say:
“We’ve had multiple discussions about [specific issues], and unfortunately, we haven’t seen the necessary improvement. As a result, today will be your last day with the company. Here are the details regarding your final paycheck and benefits.”

Keeping it direct and professional helps avoid unnecessary conflict.

Client: What if they get angry or try to argue?

Consultant: Stay calm and avoid debate. If they push back, you can say:
“I understand this is difficult news. The decision is final, and I want to focus on making this transition as smooth as possible for you.”

If the situation escalates, end the meeting by providing them the prepared documentation and letting them know they can reach out to you for any needed clarification later. If the meeting is in person, escort them to the space to gather their things. (Remember to do this with respect, minimizing their exposure to other employees)

Client: So, the key is documentation, fairness, and a structured process?

Consultant: Exactly. Terminations should be handled professionally, legally, and with dignity. If you follow the right steps, you reduce risk and ensure the process is fair for everyone involved.

And if you need help reviewing documentation or structuring the conversation, we’re here to assist.

Client: I have an employee who keeps raising the same complaints, even though we’ve looked into them multiple times and found no real issue. How do I handle this without dismissing their concerns outright?

Consultant: It’s frustrating when the same issue keeps resurfacing, especially after thorough reviews. The key is to acknowledge their concerns while setting boundaries around when a matter is considered resolved.

Client: I don’t want to shut them down, but I also don’t want to keep revisiting the same thing over and over. How do I make it clear that we’ve already addressed it?

Consultant: Start by recognizing their feelings while reinforcing the steps that have already been taken.

Try this:
“I understand that this is still on your mind, and I appreciate you bringing it to me again. We’ve reviewed this concern thoroughly and didn’t find an issue. Since we’ve already taken the appropriate steps, we need to move forward. Let’s talk about what will help you feel more comfortable with that.”

This keeps the conversation productive rather than reopening a closed case.

Client: What if they insist the issue wasn’t handled properly?

Consultant: If they believe something was missed, ask them to provide new or different information.

You might say:
“If there’s anything new that wasn’t considered before, I’m open to reviewing it. Otherwise, since we’ve already looked into this, I want to focus on how we can help you move forward.”

This shifts the discussion from rehashing old ground to problem-solving.

Client: What if they bring it up to others and try to get coworkers involved?

Consultant: If they’re continuing to raise the issue despite it being resolved, and especially if they’re trying to rally others, it’s time for a firmer conversation.

Try this:
“I’ve noticed that this concern is still coming up in discussions with others. Since we’ve addressed it, I need you to respect that decision and focus on your work. If there’s something specific that’s still affecting your ability to do your job, let’s talk about that directly.”

This sets clear expectations while giving them an opportunity to voice any current concerns.

Client: What if they just won’t let it go?

Consultant: If they continue to push the issue after it’s been formally addressed, you may need to escalate to a performance discussion.

You could say:
“We’ve reviewed this multiple times, and I need to be clear that continuing to raise the same concern without new information is becoming disruptive. If this continues, we’ll need to address it as a workplace behavior issue.”

At this point, documentation is key in case further action is required.

Client: So, the key is to acknowledge, set boundaries, and shift focus forward?

Consultant: Exactly. Show that you’ve listened, clarify that the concern has been addressed, and guide them toward moving on. If they refuse, treat it as a workplace behavior issue rather than a valid complaint.

And if you need help structuring the conversation or documenting next steps, we’re here to help.

Client: I have an employee who came to me with a complaint about a coworker but then said they don’t want me to take any action. I don’t want to ignore the issue, but I also don’t want to betray their trust. What should I do?

Consultant: This is a tricky situation. Employees sometimes bring up concerns because they want to vent, not because they want formal action. Even if they ask you not to do anything, you still have a responsibility to assess whether the issue needs to be addressed.

Client: So what do I say in the moment when they tell me they don’t want me to take action?

Consultant: Acknowledge their concern while setting expectations about your role.

You could say:
“I appreciate you trusting me with this. I want to respect your wishes, and at the same time, I have a responsibility to make sure workplace concerns are handled appropriately. Let’s talk through what’s happening and see what options make sense.”

This helps them feel heard while making it clear that some concerns require follow-up.

Client: What if it’s something small, like an annoying habit or a one-time issue?

Consultant: If it’s minor and doesn’t violate any policies, you can treat it as a coaching opportunity rather than a formal complaint.

Try this:
“If this is something that’s bothering you and isn’t a policy issue, we can talk about ways to address it directly. Have you considered speaking with your coworker about it?”

Encouraging employees to resolve small issues themselves can prevent unnecessary escalation.

Client: What if the complaint is about something serious, like harassment or safety concerns?

Consultant: If the issue involves harassment, discrimination, or workplace safety, you must act, even if the employee asks you not to.

You might say:
“I understand that you don’t want me to take action, and I want to respect your comfort level. At the same time, this is something I’m required to address to maintain a safe and respectful workplace. We’ll handle it appropriately and keep confidentiality in mind as much as possible.”

This reinforces that some complaints can’t be ignored while assuring them you’ll be discreet.

Client: What if they get upset and feel like I broke their trust?

Consultant: Transparency helps prevent that. If you set expectations upfront, they’re less likely to feel blindsided.

You could say:
“I want to be upfront about what I can and can’t keep private. If something affects workplace safety or company policies, I have to take the next steps. My goal is to handle this professionally while considering your concerns.”

This shows that your actions aren’t personal—they’re part of your responsibility as a manager.

Client: What if it’s an ongoing problem, but they still don’t want me to step in?

Consultant: If a pattern is emerging, it’s worth revisiting the conversation. The employee may eventually want help if the issue continues.

Try this:
“I know we talked about this before, and I want to check in. Is the situation improving, or would you like to explore some options for addressing it?”

This keeps the door open without forcing them into action.

Client: So, the key is balancing confidentiality, setting expectations, and knowing when I have to act?

Consultant: Exactly. Some concerns can stay private, while others require action. Being clear about that from the start helps employees feel heard while ensuring workplace issues don’t go unchecked.

And if you ever need guidance on handling tricky employee complaints, we’re here to help.

Client: I have an employee who isn’t meeting expectations, but I’m not sure why. How do I figure out if it’s a skill issue, a motivation problem, or something else?

Consultant: Identifying the root cause is the first step in fixing performance issues. Some employees struggle because they can’t do the job, while others struggle because they won’t put in the effort. Understanding the difference helps you find the right solution.

Client: Okay, where do I start?

Consultant: Start with observation. Look at patterns in their work—are they making mistakes, missing deadlines, or needing constant guidance? If so, a skills gap might be the issue. If their work is fine when they do it, but they’re inconsistent, disengaged, or uninterested, motivation could be the problem.

To get a clearer answer, ask directly:
“I’ve noticed some challenges in [specific area]. What’s getting in the way of your success?”

This opens the door for them to share what they might be struggling with.

Client: What if they say they just don’t know how to do the work?

Consultant: If it’s a skills gap, they likely need more training or clearer guidance.

You might say:
“Thanks for being honest about that. Let’s go over what resources or training might help you feel more confident in this area.”

If multiple employees are struggling with the same task, it may be a sign that your training process needs improvement.

Client: What if they know how to do the job but just aren’t putting in the effort?

Consultant: That’s a motivation issue, which often comes from disengagement, lack of recognition, or unclear career growth.

Ask:
“I know you’re capable of this, and I’ve noticed errors in your work. Do you have ideas to improve the process ?”

Sometimes, a small change—like getting their feedback on process —can reignite motivation.

Client: What if it’s not a skills or motivation issue, but something personal?

Consultant: Personal issues can impact performance, and while you don’t need all the details, you can offer support.

Try this:
“I understand that sometimes personal challenges affect work. If there’s anything we can do to support you, let’s talk about options.”

If needed, refer them to Employee Assistance Programs (EAP) or other resources.

Client: What if they don’t improve, no matter the reason?

Consultant: If skills are the issue and training hasn’t helped, they may not be the right fit for the role. If motivation is the problem and they aren’t willing to engage, performance management steps are necessary.

You might say:
“We’ve worked on solutions, and I’m not seeing the improvement needed. Let’s set clear performance expectations moving forward, and if progress doesn’t happen, we’ll need to discuss next steps.”

This ensures accountability while giving them a final opportunity to improve.

Client: So, the key is to diagnose first, provide support, and set expectations for improvement?

Consultant: Exactly. Once you know why someone is struggling, you can address it with the right approach. Training, motivation strategies, or support resources can all help—and, unfortunately, if nothing changes, holding them accountable is necessary.

And if you need help structuring a performance improvement plan, I’m here to support you.