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1 Mental Illness versus Performance How is an Employer to Know? October 2016 Schedule 2 Group The Statistics $51 Billion/ year spent on employee Mental Health by Canadian Businesses 1 in 3 Canadians will have diagnosed mental health problem – CMHA 2015 Less than half of those diagnosed will receive adequate treatment Two thirds of those that need assistance do not come forward due to the stigma or self stigma 46% of Canadians think “mental illness” is used as an excuse for poor behavior and personal failings 1 in 4 are afraid to be around someone with a mental illness Depression is the number one cause of disability in the world – WHO 2015 A Perfect Storm . . . Increased incidence of mental health issues Stigma Fear Lack of support High costs Lack of resources for treatment
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Page 1: A Perfect Storm · performance managed Throughout the performance management process until level 3 –close to end termination Note from MD -mental illness Case study New employee

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Mental Illness versus Performance

How is an Employer to Know?

October 2016

Schedule 2 Group

The Statistics$51 Billion/ year spent on employee Mental Health by Canadian Businesses1 in 3 Canadians will have diagnosed mental health problem – CMHA 2015Less than half of those diagnosed will receive adequate treatmentTwo thirds of those that need assistance do not come forward due to the stigma or self stigma46% of Canadians think “mental illness” is used as an excuse for poor behavior and personal failings1 in 4 are afraid to be around someone with a mental illnessDepression is the number one cause of disability in the world – WHO 2015

A Perfect Storm . . .Increased

incidence of mental

health issues

Stigma

Fear

Lack of support

High costs

Lack of resources for

treatment

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Most Common Mental Health Disorders

Anxiety Disorder

Depressive Disorders/Mood Disorders

Learning Disabilities

Mental IllnessesMood disordersAnxiety disorders SchizophreniaEating disorders Personality disordersSubstance use disorders (commonly called addictions) Dementia Attention deficit (hyperactivity) disorder (ADD or ADHD)

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Results of Mental Health Issues in the Workplace

Presenteeism – productivity at work

Lost time

Quality issues at work

Isolation

Relationship concerns

Financial concerns

Turnover

Manage the Illness

Strategies for managing:• Proactive

• Policies and Procedures • Be proactive - Inform/educate staff to recognize signs and symptoms• Promote work – life balance• Promote a culture that is supportive• Offer supports – Management training, EAP programs, flexible work

schedules

• Reactive• Stay involved with employee, once they go off work• Ensure receipt of proper objective evidence • Communicate with health care providers• Consider 2nd functional opinions• Provide work adjustments – hours worked, work location, tasks

assigned

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Occupational Health Guidelines and Mental health• Reviewed 4 high quality guidelines

• Most guidelines recommend employing an inventory of symptoms, diagnostic classification, performance problems and workplace factors. All guidelines recommend specific return-to-work interventions, and most agreed on psychological treatment and communication between involved stakeholders.

• Joosen MC, Brouwers EP, van Beurden KM, Terluin B, Ruotsalainen JH, Woo JM, et al. An international comparison of occupational health guidelines for the management of mental disorders and stress-related psychological symptoms. Occupational & Environmental Medicine. 2015;72(5):313-22.

BODY BEHAVIOUR MIND FEELINGS

No energy Agitated, restless Easily distracted Depressed, down

Sleep changes Cry at least thing Poor memory Anxious, scared

Appetite changes Can’t start things Can’t think clearly Hopeless

Weight changes Social withdrawal Body image worry Numb

Stomach problems Can’t finish things Can’t make decisions Discouraged

No sexual interest Clumsy Slowed thinking Worthless

Lump in throat Slowed down Racing thoughts Ashamed, guilty

Tense muscles Snap at people Spaced out Can’t feel

Diarrhea Frantically busy Obsessive thinking Helpless

Constipation Do nothing Self-critical Lost

Feel weighed down Stop hobbies Negative focus Frustrated

Pain Worrying Alone

Depression Symptoms

CANMAT Depression Guidelines

The 1- year prevalence rate of major depressive disorder (MDD) in Canada is 3.2% to 4.6%, similar to the rates in other countries

Depression is the number one cause of disability in the world (WHO 2015)

http://www.canmat.org/resources/CANMAT%20Depression%20Guidelines%202009.pdf

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Depression Treatment & RTW

• High quality evidence

• structured telephone outreach and care management program was more effective in reducing sickness absence than usual care

• Nieuwenhuijsen K, Faber B, Verbeek JH, Neumeyer-Gromen A, Hees HL, Verhoeven AC, et al. Interventions to improve return to work in depressed people. Cochrane Database of Systematic Reviews. 2014;12:CD006237.

Depression Treatment & RTW

• Moderate quality evidence

• work-directed intervention added to a clinical intervention reduced sickness absence vs clinical care alone

• enhancing the clinical care in addition to regular work-directed care was not more effective than work-directed care alone

• telephone or online cognitive behavioural therapy was more effective in reducing sick leave than usual primary or occupational care

Depression Treatment & RTW

• Low quality evidence

• regular care by occupational physicians that was enhanced with an exposure-based return to work program did not reduce sickness absence compared to regular care by occupational physicians

• psychological combined with antidepressant medication – no effect on sickness absence

• Medication – inconsistent results

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BODY BEHAVIOUR MIND FEELINGS

Tense musclesNumbness, tinglingFeeling hot or chilledFlushed faceLump in throatTrembling, shakingWeakness, unsteadyDizzy, lightheadedSweatingHeart poundingChest painInsomniaWeight lossNauseaDiarrheaShortness of breathDry mouth

AnxiousNervousFearfulWorriedFrightenedTerrifiedPressuredOverwhelmedFranticPanickedGuiltyShyUncertainSelf consciousEmbarrassedIrritableAngry

Easily distractedPoor memoryCan’t think clearlyCan’t make decisionsConfusionRacing thoughts“Spaced out”Obsessive thinkingWorryingSelf-criticalNegative thinkingSuicidal thoughtsFrightening imagesNightmares

AvoidingAgitated, restlessMulti-taskingCan’t start thingsCan’t finish thingsSnap at peopleFrantically busySocial withdrawalCry at least thingHypervigilanceOversleepingUnable to be aloneSeeking reassuranceCompulsive behaviorsSelf-medicating

Anxiety Symptoms

Canadian Anxiety Guidelines (2014)Katzman et al ; Canadian Clinical Practice Guidelines for the Management of Anxiety, Post Traumatic Stress Disorder and Obsessive Compulsive Disorders; BMC Psychiatry 2014, 14 (Suppl 1)

Guidelines include principles of diagnosis and management,

six sections on the specific anxiety-related disorders (panic disorder, agoraphobia, specific phobia, social anxiety disorder, generalized anxiety disorder, obsessive-compulsive disorder, and posttraumatic stress disorder)

Manage the SAW/RTW

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Can Someone Stay at Work OR Return to Work?

Safety

Ability to Function

Strategies needed

Implementing supports

Understanding Function

Diagnosis and

Impairment

Medical Restrictions /

Contraindications

Capacity

Employee

FunctionJob

What is the difference between restrictions and limitations?

Medical Restrictions = Risk to Employee or recovery (no weight bearing on broken leg)

Capacity = What Employee can do today (hours, lifting, skills)

Tolerance = What Employee can tolerate (pain, fatigue, stress, anxiety)

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Barriers and solutions

Possible Barriers Possible Solutions

What if discussion.What do you think might happen if RTW? If it does what will you do to manage the situation?

Key phrases to elicit solutions

What do you need for support at work?

What information would assist you in getting ready for work?

What can your manager do to support your return to work?

What can your coworkers do to support your return to work?

Factors impacting work related absence

• Modifiable worker factors found to have consistent evidence across two or more health conditions included emotional distress, negative enduring psychology/personality factors, negative health and disability perception, decreased physical activity, lack of family support, poor general health, increased functional disability, increased pain, increased fatigue and lack of motivation to return to work.

• Wagner S, White M, Schultz I, Murray E, Bradley SM, Hsu V, et al. Modifiable worker risk factors contributing to workplace absence: a stakeholder-centred best-evidence synthesis of systematic reviews. Work. 2014;49(4):541-58.

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Functional Cognitive/Behavioural Assessments

Occupational Therapist Assess cognitive capabilities of employee

Assess job demands

Provide functional accommodations to match employee capabilities

Similar to FCE for physical issues

Cognitive Screening

Client self-rating scales:

The Memory Functioning Questionnaire (Gilewski, 1990; Lane, 2003)

Objective Testing:

• BrainFX testing of all cognitive areas

Depression and Cognition

Attention

Memory

Problem solving

Organization of thoughts

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Anxiety and Cognition

Attention

Ability to problem solve

Safety sensitive judgements

Compensatory Strategies for Cognition

Specific to deficitsChecklists

To do lists or applications

Small chunks of information

Memory techniques – mnemonics etc

Binders or other standards to refer to

Use of outlook, calendar, follow up cues

Time blocking strategies

Have you provided the

accommodations?

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Duty to AccommodateEmployers duties

Duty to accommodate to undue hardshipReason of disability

Union dutiesCollective agreement wordingParticipation in accommodation

Employee’s dutiesSharing information regarding accommodation needsActively cooperate in investigating optionsOffer reasonable explanations for refusal to accept offersaccept reasonable accommodation

Duty to Inquire

If an employer “ought reasonably to have known” that the employee may be dealing with an invisible illness the onus is on the employer to inquire

Manage Code of Conduct

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The importance of regular conversations with employees for supportManagers must know the employees and what helps employees achieve success

Everyone has their own personality

Everyone interacts differently in the environment

But they function and perform on the job

Treasury Board of Canada -Secretariat

If you recognize an issue meet with the employee:

Approach your concern - workplace performance issue

Raise the possibility of providing adjustments

Provide access to an Employee Assistance Program or referral to community services

Assure the employee that meetings with an EAP provider are confidential

Set actions – who is responsible for the actions

Set a time to meet again to review

Document this meeting fully

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Treasury Board of Canada -Secretariat

Code of Conduct

What is your code of conduct in the workplace

Do you educate and manage all behaviours?

What are the consequences for behaviours in the workplace?

Managing Negative Thinking

• Employees may have different types of negative thinking that impacts the way that they see the world

• These filters need to be challenged to present realistic and fair statements

• My friend cancels lunch

• I think that she is mad at me

• Change to: She is very busy and has a lot on her plate--- It isn’t about me but about her

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Rethinking behaviours and feelings

When my boss comes into the office and says good morning to another colleague but does not say good morning to me

I get anxious = I must have done something wrong and I am going to lose my job

CHALLENGE – I will say hello to my boss. If I am concerned, I will ask my boss if there is anything that I need to improve in my job

Emotion and thought – I am in control of my performance and I will not mind read but I will ask for clarification

Triggers

What is the thought that triggers the emotion?

Why am I thinking that?

What is a more fair and realistic thought?

What is my emotion when I apply the fair and realistic thought?

Managing Conflict

Many individuals will AVOID conflict

Conflict Management Circle

Conflict management questionnaires

Practice ways to manage conflict that will allow employee to understand new ways to deal with conflict

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Managing Performance

Employee responsibilities

Attendance

Performance of essential duties

Participate in accommodation process

Behaviour following code of conduct

“Fit for work”

Employer Responsibilities

Manage employee code of conduct

Provide expectations - policies

Manage performance – crucial conversations early to provide support for performance and training

Provide appropriate resources to meet expectations

Accommodate for disability

Manage team behaviours and expectations

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Employee Function vs Diagnosis

Does diagnosis and functional issues match?

Does treatment match diagnosis?

Behaviours – Controllable or not?

Stage of illness

Safety concerns – is being Eccentric an illness or safety risk – not overreacting

Workplace Performance

What are the performance requirements?

How is performance measured?

What was the performance prior to the illness?

Is the performance related to illness or job fit?

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Case study

Employee successful until 6 months ago and now not meeting targets

Case study

High performing employee

Exceeds targets

Outbursts with manager and coworkers

Urgent “needy” – inappropriate response

Denies illness

Eventually comes with note from MD but denies that any accommodation or treatment needed

Case study

Employee with history of complaints by customers, co-workers and managers

First responder - off work with diagnosis of PTSD

On RTW – managers and coworkers are reluctant to work with employee

Employee does not take responsibility for behavioural responses

Does PTSD excuse complaints and behaviours?

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Case Study

Employee with kleptomania

Performs work well

Caught stealing from tool crib

Is this employee able to be warned or terminated?

Case study

Employee that has always struggled with meeting targets

Switched to many different managers – new manager asks to have employee performance managed

Throughout the performance management process until level 3 – close to end termination

Note from MD - mental illness

Case study

New employeeStruggling with learning new role

Taking longer in training

Below targets

Started into performance planning levels

Employee indicates that has health condition

Requests accommodation from employer

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Managing Workplace and

coworkers

Mental Health or Performance Issue?

• Fairness• Competence

• Security• Resources

Physical Mental

SocialEmotional

Equipment, people, funding,time

Skills, knowledge, training, refreshers

Role clarity, safety, 

job security

Perceived and actual justice

Everyone strives to meet their needs

Coworker Support

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Depression at Work • Informants struggled with the negative experiences of

work that led to emotional, cognitive and somatic symptoms. Relationships with supervisors and colleagues, work load and work pressure and their self-image as a good worker conditioned the struggle.

• Self Management strategies: tending to symptoms and altering prospects for their future.

• The consequence of the on-going struggle was that the informants distanced themselves from their work

• Hjarsbech PU, Nielsen MB, Andersen MF, Rugulies R, Christensen U. Struggling at work - a qualitative study of working Danes with depressive symptoms. Disability and Rehabilitation. 2015;37(18):1674-82.

Depression at Work contd• Practitioners and other health and rehabilitation

practitioners working with people with depressive symptoms could inquire about supervisor behaviour and relationship between supervisors and employees.

• Interventions that targets both the individual employee as well as work environment focused interventions at the organisational level could be beneficial for employees with mental health problems as well as the workplaces

• Hjarsbech PU, Nielsen MB, Andersen MF, Rugulies R, Christensen U. Struggling at work - a qualitative study of working Danes with depressive symptoms. Disability and Rehabilitation. 2015;37(18):1674-82.

Job Control and Mental Health

• As people’s level of job control increased, so did their mental health, supporting the value of targeting improvements in job control through policy and practice interventions

• Bentley RJ, Kavanagh A, Krnjacki L, LaMontagne AD. A longitudinal analysis of changes in job control and mental health. American Journal of Epidemiology. 2015;182(4):328-34.

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Emergency Emotional Action Plan

What will we do:When the manager believes the employee is unwell

When the return-to-work plan is not being implemented in the way it was agreed

When there are performance management issues

What will the employee do to ensure this workplace plan is successful for you?

Stop“walking on egg shells”

Talk about it

Trying to look for PROOF that the employee has an illness

Do not ask the Doctor for something they cannot give you

Micromanaging Past performance does not dictate future performance

Start Managing expectations

Hold the employee accountable for performance and managing health

Before you say no, ask why?Finding solutions together ..”and what else could we do differently…”

Accept that the solution has to come from the employee

Managing performance and giving feedback

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Regaining trust in the employee

Solutions may be temporary or permanent

Give responsibility to the employee to solve the issues

Gradually increase expectations as the employee progresses

Gradually adjust the monitoring

Objectively assess performance once accommodations are in place

Nancy J. Gowan, BHSc(OT), OT Reg (Ont), CDMP

President, Gowan Health

1-888-752-9954

Fax (519)762-0229

www.gowanhealth.com

[email protected]


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