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MAKING A MANAGEMENT REFERRAL TO THE EMPLOYEE ASSISTANCE PROGRAM Talking points for managers communication with an employee about the reason for the EAP referral and expectations for behavior is equally

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How to fill out making a management referral

01

Step 1: Gather all necessary information about the employee who needs to be referred.

02

Step 2: Identify the appropriate manager or supervisor who should receive the referral.

03

Step 3: Schedule a meeting or prepare to send an email to the manager explaining the referral.

04

Step 4: Clearly and concisely describe the reasons for the referral, providing any relevant documentation or evidence.

05

Step 5: Offer suggestions or recommendations for how the manager should handle the referral.

06

Step 6: Communicate with the employee about the referral process and any follow-up actions that may be necessary.

07

Step 7: Follow up with the manager to ensure that appropriate actions are taken based on the referral.

Who needs making a management referral?

01

Anyone who identifies an issue or concern with an employee's performance, behavior, or work ethics can make a management referral.

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What is making a management referral?

Making a management referral is the process of reporting a concern or issue to higher management for review and resolution.

Who is required to file making a management referral?

Any employee who becomes aware of a situation that needs management attention is required to file a management referral.

How to fill out making a management referral?

To fill out a management referral, provide detailed information about the concern or issue, include any relevant documents or evidence, and submit it to the appropriate manager or department.

What is the purpose of making a management referral?

The purpose of making a management referral is to ensure that issues are brought to the attention of higher management for appropriate action to be taken.

What information must be reported on making a management referral?

Information such as details of the concern or issue, any supporting evidence, names of individuals involved, and any actions taken so far must be reported on a management referral.

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