EMPLOYEE ASSISTANCE PROGRAM
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Transcript EMPLOYEE ASSISTANCE PROGRAM
EAP Train-the-Trainer for Managers/Supervisors
Presented by: Kim Johnson – Director of Account Services
Objectives
Review EAP benefits
Review specific benefits that are available for
supervisors and managers
Discuss appropriate reasons for and how to make a
management referral
Understand and use the EAP referral process as a
way to offer help
What is the EAP?
A confidential counseling and referral service for
employees and their household members.
A starting place for addressing personal problems.
An avenue of assistance for managers and
employees whose personal problems may be
affecting their work performance.
Help for participants to deal privately and
effectively with personal problems.
EAP Benefits
Cost-free employee benefit
Confidential
Nation-wide provider network
Covers employee and anyone in the employee’s
household
Unlimited telephone counseling 24 hours a day, 7
days a week
Legal and Financial Consultation
WorkLife Services
Services offered through the Organizational Risk
Management Center
Reasons To Consider Calling The
EAP
Psychological
Grief and Loss
Stress
Family issues
Drug or Alcohol issues
Retirement
Marital/Relationship
Financial Consultation
Career/Job issues
Legal Consultation
The Nature Of The Problem
Depending on the nature of the problem, our EAP
clinician may offer a referral to one of our many
network providers and community resources
We can also offer additional information about a
wide range of resources that may be locally
available, including:
Social service agencies
Community support groups
Self-help groups
Reading materials
Crisis hotlines/help lines
Worklife Services
All members have web access to
services and resources on the following topics:
Prenatal Care
Adoption
Colleges and Universities
Grandparents As Parents
Child Care
Parenting
Emergency Care
Adult Care
Disaster Relief
Personal Services, Pet Care
Summer Care
Special Needs
At Risk/High Risk Adolescents
Primary/Secondary Education
Worklife Services - Telephonic
Resource and referral service by phone
Worklife counselor will research and pre-screen
options
Up to 5 referrals in 24-48 hours and more as
requested
Resources and educational materials that address
the employee’s specific needs
Legal Services
Telephonic Attorney Consultations
30 min. each new issue
Covered issues: Domestic/Family, Civil,
Landlord/Tenant, Criminal, Estate Planning,
Immigration, Motor Vehicles
Face-to-Face Attorney Consultations
30 min. each new issue
Covered issues: Same as above
After-hour Telephonic Attorney Consultations
30 min. each new issue
Covered issues: Criminal, Incarceration, DUI
Legal Services
Subsequent hours with Attorney beyond initial 30
min.
25% discount
Do-It-Yourself/Assisted Document Preparation –
10% discount
Examples: Divorce forms, Estate Planning Forms,
Immigration Forms, etc.
Free Online Will for all eligible dependents
available in all 50 states, except Louisiana
Covered wills: Simple wills, Power of Attorneys,
Living Wills
As an Employer sponsored benefit, employees cannot use the
services to pursue legal action against the Employer, therefore, work related matters are not covered
Financial Services
Budgeting
Debt
Retirement
College Funding
Buying vs. Leasing
Mortgages/Refinancing
Financial Planning
Tax questions and Tax preparation
IRS Matters
Financial Services Benefits
Telephonic Tax Consultations
30 min. each new issue
Telephonic Consultations
30 min. each new issue
Telephonic Tax Levy/Garnishment Resolution
30 min. each new issue
Consumer Credit Counseling – paid by employee
Referrals to Community Services
ID Theft Resolution Consultation
Services
Free 60-minute telephonic consultation with a
Certified Fraud Resolution Specialist per each new
issue
Specialist assists employees with ID Theft breaches
and identity restoration
Free “Emergency Response Kit” provided upon
identity breach (sent by email, mail, or fax)
Counseling on “Preventative Steps” to take to
avoid future ID theft losses and damages to
employee’s credit score and reputation
EAP Website
Self-assessments, information, and links to other
websites for:
Addictions
Personal and emotional issues
Martial/Relationships
Family
Legal/Financial
Workplace/Career
Health and Wellness
Personal Growth
EAP Website
Management Resource Services
Unlimited telephonic consultation for supervisors
and managers
Supervisory Coaching and Consultation
Policy and Procedure consultation
Risk and liability reduction
Fitness-for-duty coordination
Department of Transportation (DOT) education
Critical incident responses and follow up
Management Resource Services
Management Referrals
Case Management -Monitor progress of employees
Provide Feedback to Supervisors regarding
Compliance
Facilitate the referred employee’s access to EAP
services
Training Services
Organizational and Leadership Development
Critical Incident Stress Management
Consultation/Onsite Services
As an important part of the EAP and/or
organizational support, the CISM is intended to:
Provide quick response to traumatic events in the
workplace
Provide support to employees and managers
Educate to identify reactions to traumatic experiences
Normalize emotions and feelings
Educate participants on signs of stress and adaptive
coping mechanisms to promote resiliency
Screen those needing additional support
Dept. Of Transportation (DOT),
Substance Abuse Professional (SAP)
Coordination Services
DOT policy and procedure coaching
Access to Horizon’s specialized SAP provider
network
Coordination of initial meeting between the SAP
and Designated Employee Representative (DER) to
establish expectations of services and case
management protocol
Continued case management if needed/requested
once employee has returned to safety sensitive
functions
Training And Education Services
Work and Life Management seminars
Compliance training
Sexual Harassment
Violence in The Workplace
Diversity
DOT Drug/Alcohol Awareness for Supervisors
Organizational Development
Leadership Development
Skill Development for Managers and Supervisors
Customized trainings and workshops
What Happens When You Call The
EAP?
INTAKE
Identifies Caller & Need
MANAGER CALL
Speak with Manager
Resource Consultant
(MRC)
Discussion &
Assessment of Situation
EMPLOYEE CALL
ROUTINE
URGENT
Schedule Appointment
Phone Duty Counselor
Legal or Financial
Referral
Development of Plan
WorkLife
Reasons For Making A Management
Referral
Violations of company policy
Harassment
Safety issues
Threat of Violence
Attendance issues
Performance issues
Emotional instability of an employee
On-the-job impairment or possession
How To Spot The Troubled
Employee
Lateness
Friction with co-workers
Absenteeism
Negative attitude
Poor concentration
Difficulty learning from
mistakes
Decreased productivity
Unusual behavior
Increased mistakes
and/or accidents
Excessive time on
phone
Lying
Guidelines For Management Referral
1.
2.
3.
4.
5.
Call Horizon Health to reach a Management Resource
Consultant (MRC) for consultation before initiating the
referral
Once the type of referral is decided upon, the MRC will
send a referral form which serves as the HIPAA required
release of information to be completed by workplace and
employee
Create a memo for employee, objectively stating
reasons for referral and directing employee to the
Management Resource Consultant
Fax completed form and documentation to the MRC
Once documentation is received and employee has
contacted EAP, the MRC will contact supervisor with
compliance verification as necessary or as requested
EAP Confidentiality
Signed release
NECESSARY to
communicate with EAP
MRC will request
completed Management
Referral Form
Fax completed form to:
888-892-8832
Information You Will Receive
Attendance: is the employee attending their
scheduled sessions?
Compliance: is the employee following the
counselors recommendations?
Investment: is the employee invested in making
changes to rectify their workplace issues?
Recommendations from the EAP clinician
NO CLINICAL INFORMATION IS SHARED
Confidentiality
Keep all records locked
Communicate with only those who need to know
Avoid idle conversation regarding employees
Documentation
Always make sure to document:
Observed suspicious behavior
Facts – not opinions
Job performance – not personalities
Policy Violations
If Management Referral Is
Recommended
Before making a management referral:
Make sure to always check your company’s policies
and procedures and apply them consistently to all
employees
Confirm with your Human Resources Department
and/or Legal Department that this is appropriate
How To Use The EAP
Call us anytime you think you need help with a
problem
Talk with one of our Management Resource
Consultants
The consultant will help identify the problem, develop
specific goals, and offer appropriate referrals and
resources
How To Access Horizon Health EAP
8 Sessions with a counselor
Access Phone Number
Call: 888-825-3509
Web Access
Access: www.horizoncarelink.com
Login: firstdata
Password: myeap
Thank you for attending!
Q&A