Outsourcing your HR or keeping it In-House? Which way to go and why?

By Kim Osborne, Partner, Chemistry Consulting Group

HR outsourcing is an arrangement through which a business owner hires a third-party consulting firm such as, Chemistry Consulting Group, to oversee some, or all, of their HR functions. HR outsourcing is a smart business strategy that many small and medium size business owners overlook while assigning HR functions to their accounting or payroll staff, managers who oversee a team, or worse, trying to do it themselves off the side of their desk. Entrusting the HR function to employees who are not properly trained in HR practices or who do not have current knowledge of federal and provincial employment legislation or human rights law exposes the company to a high level of risk, which in the end may cost profoundly. Business owners attempting to manage HR off the side of their desk inevitably take valuable time away from overseeing the general operation of the company and its bottom line.

HR plays a critical role in any size of business. Research out of the University of Ottawa – Tefler School of Business Management shows that 70% of businesses outsource all or part of their HR needs allowing business owners to focus on their core competencies. In fact, one survey indicated that 81% of small business owners handle the HR on their own – and more than 45% were not entirely sure they were doing everything correctly or according to legislation and Employment Standards. Most business owners don’t realize how exacting the rules and legal precedents for HR can be until they run into a problem, which then may lead them to a lawyer to help resolve.

By outsourcing the HR functions, business owners can put their trust in professionals who focus on HR and will know when rules and regulations change within Employment Standards. Certified HR professionals can also help protect a business and its employees to mitigate risks and ensure all disputes are properly handled. Additionally, outsourcing the HR function is the most cost-effective and fastest way for growing startups and SMEs to scale-up.

It is time to consider outsourcing the HR when:

  • You do not have access to the expertise you need.
  • Your current HR processes and documentation are outdated or not in line with legislation and Employment Standards.
  • The administration of HR is slowing down productivity.
  • You are scaling up rapidly or rebuilding after a downsize.

For an SME, the most important services to consider outsourcing are the following:

  • New Hire Documentation
  • Onboarding and Orientation Processes
  • Employee Policies and Procedures
  • Recruitment and Executive Search
  • Performance Management
  • Disciplinary Processes / Termination
  • Health and Safety
  • Workplace Wellness and Culture

Although larger companies will typically keep strategic HR functions in-house, they will often outsource administrative and tactical projects to an HR consulting firm. Frequently outsourced functions for larger companies include:

  • Executive Recruiting
  • Executive Coaching
  • Strategic Planning
  • Launching Organizational Development Projects
  • Change Management Consulting
  • Specialized Training
  • Implement New Technology such as an HRIS
  • Terminations and Downsizing Assistance

Outsourcing HR enables lean organizations to continue to utilize the expertise of an HR department, without the added costs of employing one. A best business practice is to align yourself with an external HR team that sees themselves as your business partner, who understands and represents your business brand perfectly while recruiting your new top talent or while overseeing the day-to-day functions of your HR.

Chemistry Consulting Group offers HR consulting services to clients across Canada.  We have consultants based in Vancouver, Victoria, Nanaimo, Toronto and Montreal with virtual services offered in all other cities. We offer a range of solutions tailored to meet the diverse needs of businesses in these regions.

Our team of certified CPHR strategists excels in major HR development projects, including organizational reviews, people and culture audits, 360 evaluations, employee engagement surveys, performance management tools, policy development, orientation and onboarding programs, compensation reviews, job descriptions, EDIB strategies, and team-building workshops. We also offer HR on-call and on-site services for workplace support.

Getting on Solid Ground with DEI

By Deb Walker, Associate HR Consultant, Chemistry Consulting Group

Have you ever had a conversation with someone where you believe there is common understanding (as you are using everyday words) but as you get further into the conversation you realize you could actually be speaking different languages? That can happen when using words that are cavalierly bandied about frequently, with an abandon that indicates the meaning may be getting lost in translation. If you say a word often enough, the meaning and even the sound of the word starts to fade, then blur and morph into something you don’t even recognize.

As an example, clichés are terms, phrases, or even ideas that, upon their inception, may have been striking and thought-provoking but became unoriginal through repetition and overuse. Popularity made them seem trite, turning them into what we now know as clichés.

Such is becoming my observation with the concepts of diversity, equity and inclusion, often referred to as DEI. These concepts are very important and we would suffer if they were to devolve to a cliché.

I often hear organizations state that they want to diversify their employee base and they have a strong belief that this is the entire scope required of their plans. Reference is made to the concept of DEI as one singular concept without acknowledging the distinctness between the components or the use of the words interchangeably as if they are all one phrase.

With the rising attention on diversity, inclusion and equity, it seems like a good time to roll back to the basics to ensure we have a shared understanding of these terms, their respective meanings and how they interplay. Only then will we have the ability to develop the tools to transition from merely talking about these concepts to integrating them into a foundational and integral cultural value complete with goals and action plans that will affect change in our workplaces. Diversity, equity and inclusion can’t be held as mutually exclusive concepts without understanding how they interact.

To help us visualize how the three concepts are different and yet interdependent, I would ask you to picture a three-legged stool. If any one of the legs is broken, bent or a different size than the other two, the stool doesn’t sit straight and it can be precarious – if not dangerous – to sit on. Now imagine each of those legs as the three cornerstones of an effective DEI plan. With that image in mind, let’s take a deeper look at what the differences are between the three and how they are interlinked together.

  • Diversity often refers to protected classes under Human Rights Legislation in Canada. These include race, national or ethnic origin, colour, religion, age, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, disability and a conviction for which a pardon has been granted or a record suspended. Individuals/identities that have received (or continue to receive) systematic discriminatory treatment and create barriers to opportunity and resources. Often organizations refer vaguely to goals with wording such as “we are working to diversify our employee base” or they have narrow definitions around the identities that constitute diversity.
  • Inclusion is when we take those different identities and now speak to creating an environment where all are being valued, leveraged and welcomed within a given setting (team, workplace, industry, community). Inclusion is not a natural consequence or outcome of diversity. We might all be at the table but still served different food and not all of it is nourishing.
  • Equity is the third leg on our stool and ensures everyone has access to the same opportunities. Equity is different than equal, and not just in the spelling. It recognizes that advantages and barriers exist and we don’t all start from the same place. Equity “levels the playing field” and involves acknowledging those unequal starting places and making a commitment to correct and address the imbalance.

DEI educator and noted diversity advocate Verna Myers put it this way: “Diversity is being asked to the party; inclusion is being asked to dance.” Building on that analogy, equity is when we find a way that everyone can actually get to the dance.

Equitable processes seek to identify these imbalances and then create processes and activities where the disparate outcomes wouldn’t exist. When considering where to focus attention, consider two aspects:

  1. Processes: recruitment, onboarding, terminations, promotions, succession planning, salary progression, leaves of absence, team creation, task assignment, performance evaluation, communication, and mentorship programs.
  2. Activities: celebrating successes, running meetings, team building activities, making introductions, scheduling, vacations/time off, learning opportunities, and coverage under an EAP.

As we start to build the legs that support the stool, asking questions in 3 areas may aid in achieving focus and the appropriate level of detail in DEI plans:

  1. How does equity support diversity and inclusion? Why do we value diversity? Why is it part of our values?
  2. For whom are we creating a more inclusive environment? How do we ensure that inclusion is real?
  3. What systemic barriers exist?

Understanding can be impacted by confusion and misuse of the concepts so that ongoing dialogue and working through our own personal understanding of the distinctions between these concepts will aid in bringing greater clarity to conversations.

Revisiting commitments, including processes and activities, regularly needs to be a foundational tenant of plans developed to ensure effectiveness of initiatives and take the DEI from a line item on our “To Do” list to being an integrated cultural value. Think of it like inspecting the connections for those stool legs. Best to check regularly as things that were once firm and solid can become wobbly over time. Diversity efforts without equitable practices and intentional inclusion will always fall short (or fall over).

Chemistry Consulting Group offers HR consulting services to clients across Canada.  We have consultants based in Vancouver, Victoria, Nanaimo, Toronto and Montreal with virtual services offered in all other cities. We offer a range of solutions tailored to meet the diverse needs of businesses in these regions.

At Chemistry Consulting Group, our team of certified CPHR strategists excels in major HR development projects, including organizational reviews, people and culture audits, 360 evaluations, employee engagement surveys, performance management tools, policy development, orientation and onboarding programs, compensation reviews, job descriptions, EDIB strategies, and team-building workshops. We also offer HR on-call and on-site services for workplace support.

Who are your culture champions?

By Renee Safrata, CEO & Founder, Vivo Team

Who are your culture champions?
If you’re not able to readily answer this question, it’s time to take a deep dive into why.

A culture champion is someone who understands that company culture—how work gets done—influences leader and team results. A strong workplace culture can contribute to increased employee engagement, retention, alignment, and productivity. On the other hand, when norms are not established or practiced around what are appropriate behaviors the opposite is true, indicating there could be culture gaps.

You may be thinking, “we have standards and guidelines around how we operate!” That might very well be true, but is everyone in agreement? Does everyone know what they are? Do they practice them? That’s where your culture champions come in! It’s time to seek them out and develop them so they can influence, inspire, and instill confidence in others.

Here are three avenues to explore to help identify your culture champions so they can shape and align your culture and help keep the needle moving in the right direction.

1. Values lead the head and the heart of every organization. Are your company values driving innovation, boosting morale, and creating the foundations for quality decision-making? If not, it’s time to dust the rust off them, because they’re not working. This doesn’t necessarily mean a long and arduous strategy session. Start by getting a group of your culture champions (or potential culture champions) around a table and discuss and brainstorm your top values.Start by looking at them one-by-one. If respect is one of your values, think a little harder, unpack it to understand the behaviors that demonstrate respect. For example, if respect is your top value, but in meetings there’s people talking over one another, then that value is not carrying through all aspects of the organization. Make values more relevant and clearer: A culture where all viewpoints and opinions are heard. Then, use tools to ensure a balanced form, such as ending each meeting with appreciations, difficulties, and final statements.

2. You’ve probably heard people say that the best leaders are the ones who tell stories. It’s true, repeating stories builds company intelligence and helps people understand how hiccups and success points were handled in the past.

3. Boosting morale and building culture means that everyone within the organization has a voice, has an opportunity to participate and influence projects and company growth. Often new hires, emergent leaders, and individual contributors get lost in the shuffle of executive leaders, directors, and managers. That is a wealth of knowledge many are not tapping into. When companies consider accessing the wisdom, the knowledge, and the judgment of these groups they bring forward out-of-the-box thinking and thought-provoking ideas to iterate the status quo.

Find your culture champions and arm them with clarity of values, norms of behavior, and the courage to up-lead and you will be on the road to attaining a high-performance work culture.

About Renée Safrata
CEO & Founder, Vivo Team

Having worked with more than 3,000 companies and executives over the past 30 years, Renée firmly believes that connection is what ultimately drives productivity and directly contributes to results. Recognizing early on the future demand for digital workplace learning, she now has over 10 years of experience creating and delivering educating, entertaining, measurable, and unique virtual learning experiences.

https://vivoteam.com/

How to Manage Workplace Stress

By Judith Mewhort, Managing Partner, Montridge Advisory Group Ltd.

Stress and anxiety are omnipresent in our lives and the pandemic has only increased its intensity. As an employer, supporting your workers’ mental health is of paramount importance to the success of your business. However, given the many causes of employee stress, you may feel that your ability to help is limited.  The truth is that the root cause of stress for many employees can be improved or resolved through changes in the workplace.

Companies that help their people be the best version of themselves, reap the rewards of lower rates of burnout, absenteeism, and employee turnover while experiencing higher rates of productivity and profitability. Unfortunately, many organizations, although well intentioned, simply respond to employee stress by prescribing self-care. While exercise, meditation, and cognitive behaviour therapy improve well-being, they do little to identify and resolve the root causes of negative emotion.

Common Sources of Workplace Stress

The most common causes of workplace stress stem from:

  • Inflexible or overly demanding working hours
  • Relationships with supervisors and co-workers
  • Organizational culture
  • Career development
  • Working conditions

Even before the pandemic, too many of us were working outside of regular hours. Now with so many of us working from home, the lines between work and home have become so blurred, they’re almost erased. Emails and text messages arrive in the evenings and on weekends. No one actually takes a vacation because they can’t travel and even if they could, they worry about the pile of work upon their return and how it will look to management if they disconnect completely.

Working from home has also disrupted the social aspect of work and created feelings of loneliness. It’s difficult to connect with co-workers, and communication with your peers and supervisors is less fluid. The goodwill that builds up from casual conversation is diminished as is the ability to seek and receive immediate feedback.

And while the current pandemic has increased stress, many of the factors were present prior to the spring of 2020. In fact, since Milton Friedman declared that the only purpose of business is to maximize shareholder value, organizations have tried to do more with less. Reducing the workforce and asking those who remain to work longer and longer hours in a bid to increase profitability. But this short-term focus is having long-term consequences. Employee presenteeism, absenteeism, and turnover is increasing and with it many associated costs.  However, there is good news. Organizations that truly put their people first are rewarded in many ways—including increased profitability.

How-To Create a Healthy Work Environment

So how does your company create a people first culture that provides career development and favourable working conditions?  It starts with leadership. Senior management sets the tone around working hours, provides the training and equipment needed for people to do their jobs, helps those not suited to be part of the organization to move on quickly, encourages and provides purpose for those who wish to stay, and ensures a safe and healthy working environment.

People often feel adrift and unsupported or micro-managed. And if one person is struggling, others feel the added burden. As Seth Godin, entrepreneur and author, states “when one person doesn’t contribute, the entire system loses impact. There’s a cost when we’re stretched too thin to lead, train and motivate new colleagues or veterans.” Given that the number one reason people leave an organization is due to issues with their immediate supervisor, it is incumbent on all levels of leadership to pay attention to the patterns of who needs your help and when. Regular check-ins with your people will yield valuable information. Find time to walk your leadership through your observations and offer recommendations to lift your entire team.

Communicate company policy clearly and note any exceptions. For example, the enforcement of work hours must come from the top down. One approach is to have your leadership team make a display of not working outside of core hours and make it clear that they’re not checking emails on the weekend, after work, or while on vacation. Of course, this isn’t always possible. Executives are busy and sometimes working long hours and on weekends is part of the job. In those cases, the leadership team can make it clear that just because they are working such hours doesn’t mean their employees should do the same. Make it a policy that executives or team leaders include a note in any emails sent to staff outside of regular hours stating that the email was sent at a convenient time and that there is no expectation of an immediate reply.

Flexible working hours also require leadership. Many managers fear a loss of control if their people are not working a structured schedule. Help front line supervisors to develop the attitude that as long as the work gets done, when it gets done is less relevant. Provide employees with the autonomy to set their working hours within a prescribed range.  For example, employees with young children may prefer to work from six to eight in the morning, take an hour to get the kids ready for school, and then work from nine till three.

Ensure that your people feel that they are contributing to the success of the firm and that they have the opportunity to grow and learn even within a small organization that may have a very flat structure and few levels of promotion. Organizations grow and change, or they die. This means that roles within a firm must also grow and change providing your people with new skills and new duties.

Lastly, working conditions must be safe. Covid has created a whole new level of concerns in the workplace.  Fortunately, most businesses have managed to adapt and comply with the public health regulations.  But beyond the pandemic, workplace safety concerns are likely to continue.  Pre-pandemic concerns such as ensuring workplaces minimize hazards and provide necessary safety equipment will now also give rise to managing Zoom fatigue and poorly designed home offices.  Incorporating walking meetings, regular breaks for exercise, and providing sufficient time for a healthy meal while on the job site should all be considered part of our workdays moving forward.

Final Thoughts

Modern work environments show that the employee-employer relationship isn’t zero sum. Rather, it’s possible to create a dynamic where both parties benefit. These days, part of running a successful business involves a work environment that relieves stress and gives people a proper work-life balance. Make it easy for your team to show up to work everyday. In return, they’ll give you their best. No more absenteeism or presenteeism due to burn out or mental health issues. Your employees are happier, and your business is more efficient. It’s truly a win-win.

https://hbr.org/2021/02/beyond-burned-out

www.ccohs.ca/oshanswers/psychosocial/stress.html

www.phsd.ca/health-topics-programs/workplace-health/work-stress-mental-health

www.betterhealth.vic.gov.au/health/healthyliving/work-related-stress#what-are-the-main-workrelated-stressors

Taking Home a Health and Safety Culture

By Heather Caul, Recruitment Consultant, Chemistry Consulting Group

Health and Safety committees exist at work for good reason.  Most employers are required to assemble a health and safety committee to address a required list of areas to reduce unnecessary harm and injury to employees.  Most importantly, these committees address prevention and putting measures in place to reduce the chance of safety issues arising.  Now that many employees have shifted to working virtually from home, this is a timely and valuable opportunity to influence employees’ health and safety culture at home.

In addition to parents working from home, in some jurisdictions, school-age children are learning virtually, and older siblings registered in post-secondary institutions may also have set up workstations to study from home.   It’s not ideal for anyone but learning how to implement a culture of health and safety at home may influence work habits that students might take with them into their future workplaces.

The switch to at home learning has eliminated most outlets for face-to-face social interactions which we know are critical for mental and social development. Parents can encourage their children and young adults to be mindful of how much the structure of their normal day has changed.  The little rewards and interactions that may have provided balance to their day, no longer exist. Parents can make suggestions and model a culture of health, wellness, and safety in the home.  It’s going to look different from the workplace, but some of those core principles can be applied at home.  Some suggestions include:

  • Having regular sleep hours. Most students will identify what works best for them but scheduling the right number of hours of sleep is usually the foundation of having a productive day. Parents can help model this by having a structured sleep routine themselves.
  • Eating healthy. The convenience temptation can be the driving force behind a student who just wants to eat quickly and often unhealthily to be on time for an online lecture or assignment.  Provide lots of easy, healthy accessible food choices. Some favourite options include nuts, veggies and humous, nut butters, fruit smoothies with protein powder, yogurt, and fruit. Try to gather for a sit-down meal at least once a day to provide some much-needed discussion and interaction.
  • Set up workstations with ergonomic principles in mind. A quick google search will produce all sorts of at home suggestions to quickly and effectively set up a workstation that doesn’t contribute to chronic health issues down the road, including eye strain, body aches and pains and the requirement for treatment in order to reverse the effects of putting your body in an awkward sitting position day after day.  Review and make a commitment to implement some ergonomic principles into your at-home workstations.
  • Get outside every day. Breath in some fresh air and decompress from the demands of the day. Plan hikes and walks and outdoor activities to continue to reap the benefits of interacting with nature. Start or continue to commit to a daily exercise routine. Making a regular commitment to meet and walk with a friend on a scheduled day and time will help you with your wellness goals. Take the initiative – everyone needs regular activities to look forward to right now.
  • Review at home safety precautions. Now is a good time to update batteries in fire detectors, install Carbon Monoxide detectors, purchase a fire extinguisher. Fix existing safety hazards that could cause tripping, slipping or electrical hazards or ventilation problems.  Print off a household checklist and involve your students in addressing hazards – they will likely remember this process when they venture off to get their own homes one day.

Use this opportunity of working from home to get a fresh perspective on what changes and additions would not only enhance the learning and productivity for all household members but potentially could reduce the chance of a safety issue arising. Improving your health and safety culture at home will ultimately improve your overall family wellness.

Chemistry Consulting Group offers HR consulting services to clients across Canada.  We have consultants based in Vancouver, Victoria, Nanaimo, Toronto and Montreal with virtual services offered in all other cities. We offer a range of solutions tailored to meet the diverse needs of businesses in these regions.

At Chemistry Consulting Group, our team of certified CPHR strategists are experienced in taking on major human resources development projects such as organizational reviews and design, people and culture audits, 360 evaluations, employee engagement surveys, performance management tools, employee handbook/policy and procedure development, employee orientation program development, onboarding programs, total compensation reviews and comparative market research, job descriptions, equity diversity inclusion and belonging (EDIB) strategies with team-building and training workshops. We offer a convenient HR on-call service to support you as issues arise in your workplace, and HR on-site services as required.

Executive Search: Focus on Candidate Engagement in 2021

By Chemistry Consulting Group

We have seen many fluctuations within the local and global job market over the past year, and more so in the first few months of 2021 as we find ourselves still settling into an unsettling world.  Sourcing talent continues to face many challenges with restrictions on travel, socializing, and work-settings.  However, there have been new opportunities that have emerged in the world of work such as the capability to ‘work from anywhere’ which opens up the candidate pool more than ever before.

All of this change has led executive search professionals to refocus their search strategies. One of the most important factors in every search strategy continues to be candidate engagement. Here are some insights and opinions on how to continue to develop candidate engagement from within and outside of your business.

What is Candidate Engagement?

Different from the candidate experience, candidate engagement is continuous. By definition, candidate engagement is the process of continuous communication with your candidate pool.

Candidate engagement encompasses three key areas: People, Process and Technology.

  • The People involved include recruiters, hiring committees, and the candidate audience.
  • The Process is how recruiters will engage with candidates based on a recruitment strategy.
  • The Use of Technology determines how you and the candidate will maintain communication: mobile phone, text, email, LinkedIn, etc.

What does successful engagement look like in Executive Search?

Positive candidate experiences are critical in any type of search, whether executive or other. As the saying goes, ‘You will always be remembered for how you make a person feel’, so keep the engagement experience an easy feat. Making connections and networking as positive, continuous, and convenient as possible for the candidate, always.

Many executives are passive and not actively seeking new opportunities. They are perceptive to how an organization handles a recruitment process, and it significantly impacts their decision to engage. If there is a lack of communication or if they feel unheard then nothing you do will attract their trust.  Be prepared to begin attracting them at the onset of the process, which is the beginning of their candidate experience and spans the course of the entire recruitment process right through to onboarding.

Today, attracting the best talent through engagement has now gone completely virtual which makes ‘running into someone’ and improving those connections much less opportunistic.

Turn inwardly to referrals but be mindful that this does not create a hiring bias, which is a whole other topic for another time.

It is more important now than ever to be intentional about communicating your culture. Rather than focusing on pre-COVID perks like free bagels and coffee or catered lunches, focus on a culture of respect, meaningful communication, and collaboration.

Executives are actively seeking to work for companies that will support work/life balance post-COVID. A high proportion of the workforce has saved countless hours commuting, allowing for a more balanced personal and family life.

This pandemic has taken so much but has fundamentally given so much and has encouraged, and often forced, us to think beyond our creative scope and innovate at a much faster pace.

Chemistry Consulting Group offers HR consulting services to clients across Canada. We have consultants based in Vancouver, Victoria, Nanaimo, Toronto and Montreal with virtual services offered in all other cities. We offer a range of solutions tailored to meet the diverse needs of businesses in these regions.

Chemistry Consulting Group provides Professional Recruitment services that offer a range of solutions to help businesses find and hire the best candidates. These services utilize the skills of our certified recruitment specialists who identify and attract top talent. Chemistry Consulting Group also offers value-added services such as background checks, skills assessments, employment agreement development, salary negotiations, and onboarding support to ensure a smooth transition for new hires. By leveraging our extensive networks and industry expertise, our professional recruitment services can significantly streamline the hiring process and improve the quality of hires.

The Age of Influence: Managing Employee Social Media Use

By Matthew Larson and Matt Allard, Fasken

Social media has given every individual an opportunity to become an ‘influencer’. While this so-called democratization of media has benefits, it also raises questions and concerns for employers.  For instance, what steps can an employer take to control employee social media use? Can an employee be disciplined for comments made on social media outside of the workplace and not using the employer’s system and equipment?

Employee Social Media Use and Off-Duty Conduct

An employee’s social media activity may occur within the workplace (for instance, during work hours or on an organization’s official social media platform) or outside the workplace (posted on an employee’s personal time on their personal social media account). As a general rule, an employer is not entitled to regulate an employee’s personal lives (i.e. what they do outside of the workplace). There are exceptions to the general rule – such as where the employee represents themselves as an employee of the organization. In such instances, what appears to be personal conduct outside of the workplace may be treated as workplace conduct and subject to discipline. When applied to an employee’s social media use, an employer may have a right to discipline an employee for comments made on social media outside of the workplace if an employee identifies themselves as an employee of the organization (for instance by mentioning their employer in their post or by listing their employer on their social media profile).

Prior to disciplining an employee, it is essential that an employer investigate the alleged misconduct. The investigation must include affording the employee an opportunity to respond to the allegations. The requirement to investigate exists even if there appears to be no question as to what occurred. Further, it is important to consider the content of the social media post and whether it may fall within a protected category of communication (such as whistleblowing, workplace health and safety, or political speech).

The line between workplace conduct and off-duty conduct can be unclear, and each situation must be considered on its unique facts. To eliminate questions about what is and is not personal or workplace social media activity, as well as what is and is not acceptable social media activity, we recommend adopting and disseminating a social media policy which governs social media use and which provides clear guidance regarding an employee’s social media activity.

Role of a Social Media Policy

Though not itself a complete solution, having a social media policy will help to mitigate some of the risks and clarify some of the uncertainty around the dos and don’ts of social media use by employees – as well as the consequences for failing to adhere to the organization’s requirements. A social media policy and associated training may cause an employee to think twice before posting and will help to provide a clearer path to permissible action by the employer in response to inappropriate social media activity.

Contents of a Social Media Policy

A social media policy should be tailored to the needs of an organization so that it covers the use of social media at the workplace and outside of the workplace, including both business use and personal use that could impact on the organization.

At a minimum, a policy should:

  • provide a broad definition of “social media” that encompasses several activities, uses and platforms to reflect the ever-changing nature of social media;
  • highlight the nature of social media (including its ability to reach a broad audience quickly and the permanent nature of postings) and its potential impact on the organization;
  • prohibit the disclosure of confidential or proprietary information of the organization;
  • set out appropriate restrictions on use, including time, place and people – i.e. confirm that social media sites are not to be accessed during company time, or if such access is required or desired by the employer, identify those sites that can be accessed, for what purposes, during which times and for how long;
  • restrict usage on behalf of the organization to certain employees who have been properly trained, including a requirement that those individuals properly identify themselves as employees when discussing matters relating to the organization’s products and services;
  • employees not authorized to speak for the organization should be cautioned about communicating regarding the organization and its brand, products, services and customers, and instructed not to represent or imply that they are expressing the opinion of the organization;
  • employees should be instructed not to make comments that are directly or indirectly linked to the organization and which could have a negative impact on the organization – employees should be reminded that by identifying themselves as an employee of the organization, their comments can reflect on the organization and its image;
  • employees should be reminded that they owe a duty of loyalty to their employer, which includes not making any derogatory or defamatory posts about the employer, whether at work or otherwise;
  • employees should be cautioned about making comments about issues in the workplace, including comments regarding co-workers and supervisors;
  • outline restrictions on communications about the organization and management; and
  • provide a warning that a violation or failure to comply with the policy may result in discipline, up to and including termination of employment, as well as the types of breaches, if any, that may result in automatic termination of employment.

Conclusion

A social media policy should form part of each employee’s terms of employment that employees should receive at the time of their hire. A policy should not operate in isolation, rather, it should supplement the organization’s other policies and codes of conduct, including those relating to unlawful discrimination and harassment, and employee use of electronic devices and systems. An employer should also ensure that employees receive workplace training and education regarding the policy. Finally, the policy should be revisited and updated periodically, as appropriate. Having a social media policy, together with proper employee training, will help to address the risks associated with social media use by employees.

Matthew Larsen is a partner, and Richard Savage is an associate in the Labour, Employment and Human Rights practice group at the law firm Fasken. Fasken is one of Canada’s leading business law firms, with more than 700 lawyers, spread across 7 offices in Canada and 3 offices around the globe. More information can be found at www.fasken.com.

This column is intended to convey brief, timely, but only general information and does not constitute legal advice. Readers are encouraged to speak with legal counsel to understand how the general issues noted above apply to their particular circumstances.