Handle it Yourself
Call HR
Documentation
Medical & Leave
Final Decision
100

Employee asks how to prioritize two routine assignments.

Supervisor clarifies priorities

100

Employee reports sexual comments.

Contact HR promptly.

100

Which is better: 'bad attitude' or a description of observable behavior?

Observable, specific facts.

100

Employee hands supervisor a doctor’s note.

Route according to HR process; protect confidentiality.

100

Unsure whether an issue belongs with HR. What is the safest next step?

Consult HR before taking consequential action.

200

Employee is late once and gives no protected reason.

Supervisor addresses routine attendance expectations.

200

Employee says they need several weeks off for surgery.

Contact HR for leave/accommodation process.

200

Should a supervisor document rumors as facts?

No. Distinguish what was observed, reported, and verified.

200

Employee asks for a temporary schedule change due to treatment.

Potential accommodation; HR.

200

Employee asks supervisor to keep a harassment concern secret.

Do not promise secrecy; escalate appropriately.

300

Two employees disagree over break-room cleanup.

Supervisor coaches and sets expectations

300

Employee says they are being treated differently because of race.

Contact HR; potential discrimination.

300

Should documentation include dates and expectations communicated?

Yes

300

Employee has repeated absences and mentions caring for a seriously ill parent.

Potential protected leave; HR.

300

Supervisor believes an accommodation would be inconvenient.

Do not deny independently; involve HR in the process.

400

Employee needs retraining on a work process.

Supervisor arranges coaching/retraining.

400

Employee says a manager threatened them after a complaint.

Contact HR promptly; possible retaliation/threat.

400

Can a supervisor write, 'Everyone knows she is lazy'?

No; subjective/generalized language is inappropriate.

400

Employee says they cannot perform one task because of a medical restriction.

Do not diagnose or reject; involve HR in accommodation process.

400

Employee reports a work injury but says they are fine.

Follow reporting procedure; do not decide that reporting is unnecessary.

500

High performer begins missing deadlines but identifies no protected concern.

Supervisor gives timely performance feedback and documents facts; remain alert if new facts emerge.

500

Supervisor hears a credible threat of workplace violence.

Follow emergency/safety protocol and contact the designated HR/safety leadership immediately.

500

What should a supervisor record after coaching?

Relevant facts, expectation, employee response, support provided, next steps, and follow-up as appropriate.

500

Employee says, “I don’t need FMLA; I just need time for my treatments.”

Terminology is not required; recognize the possible trigger and contact HR.

500

What is the supervisor’s core responsibility in this training?

  • Recognize, respond appropriately, document facts, and escalate when required—not diagnose legal issues.
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