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2010 Workers with Mental Illness: a Practical Guide for Managers

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3. Managing mental illness in the workplace

Contents


This chapter provides practical strategies for identifying reasonable adjustments to meet the needs of a worker with mental illness.

The vast majority of workers with mental illness succeed in their chosen career while managing their mental illness.

Some workers will choose to disclose their mental illness if they require workplace support. Others may choose not to disclose their illness if they feel they do not require any workplace support or fear an adverse reaction.

As a manager, you have a responsibility to assist workers with mental illness by providing changes which will enable them to perform their duties more effectively in the workplace (these are known as ‘reasonable adjustments’).

To do this effectively it is important to be informed about mental illness and have an understanding of:

3.1 Effective communication strategies

How do I talk about mental illness with my worker?

As a manager, you may grapple with how to describe and talk about mental illness with your worker. Becoming familiar with the words that best describe mental illness will enable you to effectively:

Further information: Appendix C – How To Talk About Mental Illness.

When arranging to meet with a worker to discuss their mental health issues it is important to plan what you would like to talk about and how you want to discuss the issues. It is appropriate to offer the worker the option of bringing a support person to any meeting arranged with the purpose of discussing their mental health issues.

Further information: Appendix C – How To Talk About Mental Illness.

It is important to be aware of privacy obligations when talking to a worker about mental illness. Personal details will need to be kept strictly confidential unless the worker agrees for you to disclose the information to another person.

Further information: Appendix A – Knowing the Law; Appendix C – How To Talk About Mental Illness.

If you feel uncomfortable or unsure about how best to communicate with a worker regarding mental health issues there are a number of health professionals (e.g. psychologists, social workers or occupational therapists with a mental health training background) who can help you work out the best approach.

Further information: Chapter 5 – Where to Get Assistance.

What do I do if a worker is displaying symptoms of mental illness but they have not told me about any issues?

There is no legal obligation for a worker to disclose information about their disability. While you may find this frustrating, disclosure is often a difficult choice for a worker to make.

Disclosure is a personal decision that depends on the circumstances, the context, how the illness is being managed and how comfortable the worker feels about discussing the issue.

Many people with mental illness have weighed up these factors and made a personal decision not to disclose their disability while they are at work. This may be due to the following factors:

Performance

Attitudes

Discrimination

What are my responsibilities when a worker has not disclosed their mental illness?

A worker may choose not to disclose their mental illness to you, even when it is evident that they are not coping in the workplace.

If a worker is having difficulty performing the key requirements of their job, and this might be related to mental illness it would be prudent for you to:

Further information: Chapter 4 – Creating a Safe and Healthy Workplace for All (section 4.3.3)

Your main role in this situation is to:

“I didn’t need to know whether a staff member had a diagnosed mental illness. My job was to identify issues and come up with solutions to make a more productive team.”

Comments made by a manager of an adult learning organisation

Further information: Appendix A – Knowing the Law.

In some situations, the fact that the worker has not disclosed their mental illness will limit or even prevent you from providing reasonable adjustments or support. In other situations, it will still be possible to proceed with an adjustment in the workplace to assist the worker regardless of their non-disclosure.

Broader strategies in the workplace with an emphasis on creating a safe and healthy work environment for all will also benefit workers with an undisclosed mental illness.

Further information: Chapter 4 – Creating a Safe and Healthy Workplace for All.

What is my role if a worker’s mental illness impacts on other work colleagues?

There may be some situations where it is obvious that a worker with mental illness is not coping.

It is important for you to recognise that in some situations the impact of a worker’s mental illness in the workplace may be stressful for, or result in, concerns by work colleagues.

Where a worker with mental illness has significant periods of absence from work or is not performing at their normal work level colleagues may become concerned, angry or resentful about the impact on their workload and the workplace.

In addition, where a worker with mental illness behaves in an unusual or disturbing way, colleagues may become stressed, concerned or unsure about what to do.

While respecting the privacy of the worker with mental illness, you should:

Where the worker with mental illness has agreed that their disability can be disclosed to the workplace, you could also:

In many cases, having a worker with mental illness will have little or no impact on the workplace.

What can I say to other work colleagues about a worker with mental illness?

It is important not to breach a worker’s privacy by telling colleagues about their mental illness unless the worker has agreed that you can do so. Even when permission has been given, the purpose for disclosing a worker’s mental illness to colleagues should be carefully considered.

In some situations, it is possible to avoid disclosing a worker’s mental illness by only mentioning details relevant to the workplace. For example:

‘Jesse will be on sick leave for six weeks.’

‘Brett has been asked to change his work duties for a specific period to focus on the following tasks which he has agreed to do.’

In other situations, the nature of the workplace adjustment may inadvertently lead to disclosure. For example, moving a worker’s workstation or allowing flexible work arrangements may result in colleagues questioning, speculating or gossiping about the reasons for the change. You should ensure that the worker has thought about what their colleagues may infer from any adjustments, and discuss what information could be presented to colleagues so that potential issues do not arise.

If the worker agrees to disclose their mental illness to work colleagues, a manager can explain the reason for the adjustments in a positive and supportive manner. Helping colleagues learn more about mental illness and its impact can prevent negative reactions or assumptions and result in a more supportive work environment.

Discussion between yourself and the worker with mental illness is essential in determining the parameters for disclosing a worker’s mental health status to their colleagues.

If the worker does not agree to let you disclose their mental illness, you will need to discuss what adjustments will be possible without such disclosure or making staff aware (or likely to assume) that the worker has mental illness.

3.2 Reasonable adjustments

Research has shown that effective, productive, healthy and safe workplaces are ones that:

Further information: section 3.3.1; Chapter 4 – Creating a Safe and Healthy Workplace for all.

In order to comply with relevant anti-discrimination legislation it is important that you adequately consider reasonable adjustments in the workplace for workers with mental illness. After all, adjustments enable a worker to carry out their job to the best of their ability, making them a productive member of your workplace.

What are ‘reasonable adjustments’?

Reasonable adjustments are changes to a job, which can be made to enable a worker to perform their duties more effectively in the workplace.

They should respond to the particular needs or issues of a worker and can include:

Reasonable adjustments apply to all areas of employment, including:

Suggestions of possible individual reasonable adjustments are outlined below. Broader workplace strategies such as flexible work practices benefit many workers including those with mental illness.

Further information: Chapter 4 – Creating a Safe and Healthy Workplace for All.

How do I identify and make reasonable adjustments?

Identifying and implementing reasonable adjustments for workers with mental illness is not a difficult process. There are four main points to keep in mind:

1. Identify the ‘inherent’ or ‘core’ requirements of the worker’s job
The inherent or core requirements of the job are those fundamental requirements that cannot be changed or altered. Core requirements of a job may not be static as a job can change over time.

OHS is a core requirement of every workplace: it is important to identify any OHS risks, and the way that OHS requirements will be met.
2. Assess the worker’s skills and abilities
It is important to objectively assess the actual abilities of the worker. If the worker is prepared to show you any medical advice or recommendations they have been given these can assist you in assessing key skills, abilities and experiences.
3. Identify reasonable adjustments with the worker
Discuss with the worker what reasonable adjustments may be required to maximise job efficiency. Most adjustments or changes to the working environment are simple, cost nothing or are inexpensive, and the adoption of broader strategies and policies frequently benefits all employees.

When identifying reasonable adjustments:
  • be flexible: be open to the many options available. Flexibility is the key to identifying reasonable adjustments that are going to work for the worker and the business.
  • think laterally: there is no set formula for identifying reasonable adjustments, so look at the individual needs of the person, the core requirements of the job and then think outside the box for solutions. The best adjustments are often the most creative ideas.
  • look for good ideas: investigate what has worked well for others. Adapting good ideas to match worker needs and workplace requirements leads to success.
4. Check that the worker can meet the inherent (or core) requirements of the job when reasonable adjustments have been identified
Once reasonable adjustments have been made, and sufficient time has passed, objectively assess whether the worker has the ability to meet the core requirements of the job.


3.3 Examples of reasonable adjustments to address the effects of a worker’s mental illness in the workplace

Here are some options for you to consider if you need to support the workplace needs of a worker with mental illness.

As mentioned at the beginning of this chapter, many workers with mental illness will not require any workplace support. Others may require only brief or specific support, while some may require support over a longer period of time.

Effective actions will vary, depending on the individual needs of the worker, the nature of your workplace and the tasks associated with the job. The choice of actions should be guided by consultation with your worker and with appropriate professional advice.

3.3.1 Flexible working options

Flexible working options are probably the most effective strategy for meeting the workplace needs of workers with mental illness.

There are a wide range of flexible work arrangements that can be introduced, including working hours, tasks, responsibilities or location. Some examples are:

It is important to consult with your worker. Discuss reasonable adjustments that would suit the job requirements and their own circumstances. A worker with mental illness may have already developed good strategies that can be adapted to their work environment.

If flexible work arrangements are considered, care should be taken to ensure that this does not lead to isolation from the workplace, colleagues and workplace support.

Further information: Chapter 4 – Creating a Safe and Healthy Workplace for All.A male and female worker

3.3.2 Strategies to address difficulties with thinking processes (e.g. memory and
concentration)

Some workers may experience difficulties with their thinking processes such as:

For workers experiencing difficulties with memory

Strategies that you can consider include:

For workers experiencing difficulties with concentration, processing information, forming clear thoughts

Strategies that you can consider include:

Further information: Chapter 4 – Creating a Safe and Healthy Workplace for All; Chapter 5 – Where to Get Assistance.

Manager comment: strategies for a worker experiencing anxiety

“A staff member disclosed she had anxiety. She required no adjustments except at times of extreme stress. At those times, she would advise me that she was becoming anxious.

Her anxiety affected her short-term memory and recall of names in particular. She required some support and a general understanding that this was temporary.

When I requested work, I repeated the request and checked with her that she understood what had been asked. She also wrote down key points to help her remember the task

The periods of anxiety were short-term and at other times the person did not require any adjustments.”

Comments made by a manager of an education provider


3.3.3 Strategies to address difficulties with organisation and planning

Some workers may experience difficulties with organisation and planning such as:

For difficulties with planning tasks, managing multiple tasks, meeting deadlines, avoiding tasks

Strategies that you can consider include:

Further information: Chapter 4 – Creating a Safe and Healthy Workplace for All; Chapter 5 – Where to Get Assistance.

3.3.4 Strategies to address difficulties with social interactions (e.g. avoiding working with colleagues) Some workers may experience problems with social interactions and you may see them:

Strategies that you can consider include:

Further information: Chapter 4 – Creating a Safe and Healthy Workplace for All; Chapter 5 – Where to Get Assistance.

Kids in the classroom with one hand up in front of a female teacher

Worker comment: strategies for a worker experiencing difficulties with social interactions

“I have never had to disclose my mental illness in my job. My boss observed any issues and we developed strategies that suited the workplace and us. She was also very good at giving me feedback about my work, which has been very positive.

My boss very quickly worked out that I was far more efficient at cleaning up at the end of the day if I was left alone. I like to work alone and when my boss tried to help I felt anxious and uncomfortable.

If I wasn’t coping with customer contact, I would minimise my conversations and my boss would help out. When I was okay, I would make it my job to make conversation with the customers.

My boss would make sure that she gave me space to do my jobs. I find that doing a mindless job in between difficult tasks gives me a break away from things.

The counter was also great for me to feel like I had a barrier between me and the customers. My work therefore tended to be behind the counter.”

Gary, Café worker with mental illness


3.3.5 Strategies to address difficulties with physical symptoms (e.g. pain) and functioning (e.g. fatigue)

Some workers may experience problems with physical symptoms and functioning, as a result of their mental illness or medication, such as:

Strategies to deal with pain, tremors or stiffness, blurred vision, other physical symptoms

Strategies that you can consider include:

Sleepy/fatigued/turning up late for work

Some workers with mental illness function best at certain times of the day as they may have had disrupted sleep or be groggy due to the effects of medication.

Strategies that you can consider include:

3.3.6 Strategies to address absence from work

A worker may be absent from work due to medical appointments.

Strategies that you can consider include:

Other reasons for absences may include not being able to cope in the work environment.

Strategies that you can consider include:

If there is a continued pattern of absences, the reasons given are questionable and/or the worker fails to follow procedures, a more formal approach of managing the worker’s performance may be required.

3.3.7 Strategies to address difficulties with emotions (e.g. anxiety and frustration)

Some workers may experience problems with their emotions, which can include feeling:

Manager comment: strategies for a worker suffering from the effects of medication due to severe depression

“We have an employee who suffers from severe depression and was requiring a change in medication.

The employment service that supported the employee indicated that it would take some weeks for the medication to be adjusted and during this period, she would be very groggy in the morning.

Together we worked out a plan of adjusting the starting time for a period of time to enable the medication process to take effect.”

Employer commenting on flexible work hours to address the effects of medication

An elderly man working on the car engine

If a worker is exhibiting feelings of frustration, anger, annoyance and restlessness

Strategies that you can consider include:

Further information: Chapter 4 – Creating a Safe and Healthy Workplace for All; Chapter 5 – Where to Get Assistance.

If a worker appears sensitive to feedback, highly anxious, prone to excessive worry about work Strategies that you can consider include:

Further information: Chapter 4 – Creating a Safe and Healthy Workplace for All; Chapter 5 – Where to Get Assistance.

If a worker is acting out of character and behaving inappropriately (e.g. inappropriate language, clothing or contact with colleagues or actions)

Strategies that you can consider include:

3.4 What do I do about performance concerns for workers, including workers with mental illness?

As a manager, you may be unsure how to deal with performance concerns for workers, including workers with a suspected or known mental illness.

You are entitled to apply your standard performance management system to all workers where you have a legitimate concern about their performance.

However, as part of that performance management system, you will need to:

Where a mental illness has already been disclosed to you, discuss with the worker whether their illness has had an impact on their performance and how it can be addressed in future.

Where you already know that a worker has mental health issues (or they raise this during the performance process) it may be advisable to cease the performance management process at that stage. This will enable you to focus on the possible impact of their mental illness in a more a supportive and sensitive manner.

You could, for example, make it clear to the worker that:

If the worker has not disclosed a mental illness, it is still possible for you to explore ways to adjust their work to try to avoid the performance concern occurring again or to pursue the normal procedures for unsatisfactory performance.

As with all workers with performance issues, you need to:

If poor work performance continues after the identified timeline you may decide to recommence the disciplinary process with the worker.

3.5 What should I do if I am worried about the health and safety of a worker with mental illness?

There may be occasions where you are worried a worker is in danger of hurting themselves or others. In these situations, whether the person has mental illness or not, you have an obligation to take action to try to prevent risks to health and safety.

When a worker is at risk of harming themselves[15]

Almost 2000 Australians die by suicide each year. You may come across a worker who you think is at risk of suicide. This can be a difficult situation but there are a number of practical things you can do to help.

There are a number of factors associated with higher risk of suicide, including:

SANE Australia identifies four basic steps to assist in helping a potentially suicidal worker.

  1. Let them know you are concerned and that you are there to help
  2. Ask if they are thinking about suicide and if they have made any active plans to do so. Remember:
    • talking about suicide will not make them take action; asking shows that you care
    • asking will help them talk about their feelings and plans – the first step to getting help.
  3. Take action to get help now:
    • tell them that there are other options to suicide
    • don’t agree to keep their suicidal thoughts or plans a secret
    • don’t assume they will get better without help or that they will seek help on their own
    • If the person is thinking about suicide, encourage them to:
      • make an appointment with a GP – offer for someone to go along with them
      • contact a counsellor or Employee Assistance Program, family member or friend
      • contact a specialist helpline for information and advice.

Further information: Chapter 5 – Where to Get Assistance, section 5.2.

  1. Take care of yourself:
    • it is emotionally demanding to support someone who is suicidal
    • find someone to talk things over with, including family, friends, others or a Helpline.

Where to call for help:

Immediate assistance
Police: 000
Local hospital: Psychiatric Emergency Team

Telephone counselling
Lifeline 13 11 14
Suicide Callback Service 1300 659 467
Kids Helpline 1800 55 1800
Mensline Australia 1300 78 99 78

Information and referral
beyondblue Information and Referral line: 1300 22 4636
SANE Australia: 1800 18 SANE (7263)


A man holding a flower pot, the lady behind him is picking some flowersWhen a person is at risk of harming others

A very small number of people with mental illness may become aggressive just as a minority of workers without mental illness may become aggressive. Unfortunately, the media tends to focus on the few people with mental illness who become violent. In fact, violence accompanying mental illness is not common and is usually associated with untreated illness. It is actually more common for a person with mental illness to be the target of aggressive and violent behaviour.

If a worker shows aggressive behaviour in the workplace it is important to:

If you believe that the worker poses a health and safety concern in the workplace, you have a duty of care to take action to prevent any risk.

Further information: Appendix A – Knowing the Law.

Where to call for help:

Immediate assistance
Police: 000
Local hospital: Psychiatric Emergency Team


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[15] Australia (2008) Fact Sheet: SANE Steps: How to help when someone is suicidal