By

Suzanne Lucas /

MoneyWatch/ August 29, 2012, 9:37 AM

5 things a boss must do before firing someone

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(MoneyWatch) As a manager, one of the most difficult things you must do is fire a bad employee. Once you've made the decision there are five things you need to do before sitting down with the employee.

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See if there is a better fit elsewhere within the company. An employee that just does not work well in your department is not necessarily a bad employee. It just may be a mismatch. So before you fire someone for poor performance, look around and see if there is a spot where this person would be a great fit. Please note, this is not an instruction to dump your bad employee on some poor unsuspecting manager, but an instruction to look and see if there truly is something that would be a better fit. Be honest with your peers about the problems you've had and where you see this person's strengths.

Approve the termination all the way up. I know that you are the boss and what you say goes, but unless you own the company, you need to get formal approval from those above you. How far up the ladder depends on how big your company is and where you are on that ladder, but this always includes your boss. Why? Because people object to being fired and as part of their objection they are likely to complain. And sometimes your boss is an idiot who will demand that you reinstate the person. And you know what is worse than having a bad employee in your department? Having that bad employee still working because your boss overrode your decision. Get approvals and agreement before you terminate.

Get consensus sideways. Frequently, your employees have contact with other departments. These department heads don't manage your staff, but they do depend on them to get work done. (For instance, your team may provide the sales figures that operations uses to do their product forecasting.) When you fire someone from your staff, you are directly affecting other groups. Explain what is going on and how you are going to meet this department's needs while you are searching for a replacement.

Consider how this is going to impact your whole team. Depending on the person's problems, your other staff may or may not see this coming. For instance, if the reason for termination is that your employee is frequently late, takes long lunches, and says rude things in staff meetings, your staff will breathe a sigh of relief when this slacker is finally gone. But, if he is making errors that only you see, is not driving sales as expected, or is an extremely smooth-talking slacker, they may be horrified that he's gone. This doesn't mean you should change your mind, it just means you need to take your remaining staff's reaction into consideration. Remember, their work load will increase when you fire this person. Think through what you will tell them, and how you will divide the work, and be prepared for fall out.

Dot all your i's and cross all your t's. The need to terminate may seem so incredibly clear to you that there is no reason not to go ahead and terminate today. However, your company probably has procedures in place. These are not set up to annoy you or thwart you. They are set up to protect the company. If the policy is to place someone on a 30 (or 60 or 90) day performance improvement plan, do so. (Remember that if the person meets the conditions of the plan, you won't be firing him.) Check and double check with HR to make sure you're following internal procedures and that all employees are treated similarly. (If your employee has done X wrong but last year a different employee also did X wrong but was not terminated, you may be exposing the company to lawsuits by terminating.) HR needs to sign off as well. It's their job to protect the company.

Doing these things before you terminate someone help ensure that things go smoothly. They will, of course, still be painful, but looking for potential problems in advance will help you and your remaining staff.

For further reading:
How to get your boss fired
Managers: Stop the shuffling and just fire the person
My company fires pregnant women. Is this legal?

© 2012 CBS Interactive Inc.. All Rights Reserved.
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    Suzanne Lucas spent 10 years in corporate Human Resources. She's hired, fired, and analyzed the numbers for several major companies. She founded the Carnival of HR, a bi-weekly gathering of HR blogs, and her writings have been used in HR certification and management training courses across the country.

6 Comments Add a Comment
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ddsoffice says:
I had to laugh at the phrase 'Taking these critical steps before you wield the ax can help you ensure that you won't be the next one leaving with a cardboard box' in the email reference to this article. It should be ' Taking these critical steps before you wield the ax can help you ensure that you won't be the next one leaving IN a cardboard box.

Firing reflects on poor management practices starting from clarity in the job description that allows potential applicants to self screen whether they truly want to bother applying, hiring screening processes and even training.

No employee should be terminated without at least 7 clear consecutive warnings over the space of a maximum 90 days that quantify the reason/s that if the poor perfomance continues the individual will be fired.

PS:For those bashing CBS for providing this article, potentially a firing can result in huge costs to employers and a huge 'win' for the fired employee if legal action is warranted. If you think you can't afford an attorney for your situation you can often times find a 'pro-bono' or contingency attorney by referral from local city offices or the NLRB National Labor Relations Board.

PPS:Managers and Companies:Quit asking for blood tests and urine samples for office workers not operating machinery on the job. If your hires are 'failing to perform' the above guidelines for firing without referring to whether the employee is UI (under the influence) on the job have ALWAYS worked like a charm for us. The instant you broach the subject of drinking or drugs on the job in connection with performance, well then, you've just opened up another can of worms related to 'disability issues' so rule #1:Make NO mention or inference to drinking or drugs concerning a poorly performing employee! Keep it focused strictly on performance and you will have saved yourself many costs including those associated with urine and blood testing PLUS, only a small percentage of humanity is plagued with 'addictive disorders' and most of your applicants do not use street drugs or have alcohol abuse issues and will feel less devalued by a hiring process not requiring urine/blood testing to obtain a basic office job that pays less than $20 per hour.
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lkbeck1 replies:
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Seven write ups? Get real! So what you are saying is you will only fire Tom on the eighth time he brings a gun to work? You will only fired Bob on the eighth time he does not show up for work and does not call in to tell you he will be absent so you have to scramble to cover his shift and have unhappy customers waiting? You will only terminate Betty on the eighth time that she does not give the customer the right change and claims that she thought it was an addtional tip?

Terminations need to happen when it becomes clear that the employment relationship cannot be save. That may be the first time something happens, like bringing a gun into work or threatening to beat up a co-worker, or it may be after a number of counselings for attendance issues when it becomes clear that the employee really has no plans to show up for work on time no matter how you tell him that it is an important part of his job. There is no magic in a special number of counselings, and no matter how careful you are, you still can be sued. In fact, if you do not terminate someone and they cause damage to another person or property, you can be sued for negligent retention.
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ddsoffice says:
I had to laugh at the phrase 'Taking these critical steps before you wield the ax can help you ensure that you won't be the next one leaving with a cardboard box' in the email reference to this article. It should be ' Taking these critical steps before you wield the ax can help you ensure that you won't be the next one leaving IN a cardboard box.

Firing reflects on poor management practices starting from clarity in the job description that allows potential applicants to self screen whether they truly want to bother applying, hiring screening processes and even training.

No employee should be terminated without at least 7 clear consecutive warnings over the space of a maximum 90 days that quantify the reason/s that if the poor perfomance continues the individual will be fired.

PS:For those bashing CBS for providing this article, potentially a firing can result in huge costs to employers and a huge 'win' for the fired employee if legal action is warranted. If you think you can't afford an attorney for your situation you can often times find a 'pro-bono' or contingency attorney by referral from local city offices or the NLRB National Labor Relations Board.

PPS:Managers and Companies:Quit asking for blood tests and urine samples for office workers not operating machinery on the job. If your hires are 'failing to perform' the above guidelines for firing without referring to whether the employee is UI (under the influence) on the job have ALWAYS worked like a charm for us. The instant you broach the subject of drinking or drugs on the job in connection with performance, well then, you've just opened up another can of worms related to 'disability issues' so rule #1:Make NO mention or inference to drinking or drugs concerning a poorly performing employee! Keep it focused strictly on performance and you will have saved yourself many costs including those associated with urine and blood testing PLUS, only a small percentage of humanity is plagued with 'addictive disorders' and most of your applicants do not use street drugs or have a alcohol abuse issues and will feel less devalued by a hiring process not requiring urine/blood testing to obtain a basic office job that pays less than $20 per hour.
reply
linkicon reporticon emailicon
ddsoffice says:
I had to laugh at the phrase 'Taking these critical steps before you wield the ax can help you ensure that you won't be the next one leaving with a cardboard box' in the email reference to this article. It should be ' Taking these critical steps before you wield the ax can help you ensure that you won't be the next one leaving IN a cardboard box.

Firing reflects on poor management practices starting from clarity in the job description that allows potential applicants to self screen whether they truly want to bother applying, hiring screening processes and even training.

No employee should be terminated without at least 7 clear consecutive warnings over the space of a maximum 90 days that quantify the reason/s that if the poor perfomance continues the individual will be fired.

PS:For those bashing CBS for providing this article, potentially a firing can result in huge costs to employers and a huge 'win' for the fired employee if legal action is warranted. If you think you can't afford an attorney for your situation you can often times find a 'pro-bono' or contingency attorney by referral from local city offices or the NLRB National Labor Relations Board.
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livefreeinnh says:
Suzanne,

Your employer is a big supporter of the guy in the oval office. By applying what you have written the unemployment rate is going to be worse
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livefreeinnh says:
Suzanne,

Your employer is a big supporter of the guy in the oval office. By applying what you have written the unemployment rate is going to be worse
reply