Monday, January 18, 2016

Orange County Chapter of National Alliance on Mental Illness - New Client

We are pleased to announce NAMI – Orange County Chapter of National Alliance on Mental Illness as a new client.  Our initial services will include a live, two-hour (AB1825 & AB2053 compliant) Sexual Harassment and Bully Prevention Training class for their supervising staff and volunteers. Steve Pitman, the chapter president, understands the benefits of providing staff training even if not required by regulation.

The mission of NAMI Orange County is to provide emotional support, education and resources for families, and those affected by mental illness. In collaboration with the entire community, we advocate for a life of quality and dignity, one without discrimination, for all those persons affected by this illness.

NAMI Orange County a volunteer based non-profit organization, is the leading self-help organization in the County for families and friends of those suffering from serious mental disorders. Founded in 1980, NAMI Orange County offers family support groups, advocates for legislation, supports research efforts and works to educate the public to reduce stigma. NAMI Orange County, affiliated with NAMI California and the National Alliance on Mental Illness (NAMI), receives its funding from its membership and from the community and provides services free to the public.

Oakmont Management Group - New HR Client

We are pleased to announce Oakmont Management Group as a new client.  Our services will include an executive search a new human resources executive and a senior HR generalist.  During their HR staffing void, eqHR will provide strategic and tactical human resources support for their property managers and executives. 

Oakmont Management Group owns and operates Oakmont Senior Living, a family owned and nationally recognized leader in the development and construction of high-end senior communities. The Oakmont team has designed and built 34 retirement communities on the West Coast, including continuing care retirement communities and independent living, assisted living, and memory care communities.



Tuesday, December 15, 2015

eqHR Solutions Business Tips: Are you ready for an HR Audit?


An HR audit is an objective look at your company’s HR policies, practices, procedures and strategies.

Like most business leaders, the word “audit” may fill you with feelings of dread. No one wants a regulatory “expert” coming in to their world, asking a bunch of technical questions and passing judgment on their business practices or worst, issuing a citation / fine.

Employment law, especially in states as complex as California, is ever evolving. Practices put in to place five years ago may now violate current state and/or federal regulations and recent court decisions.

Scheduling a periodic human resources audit is an effective tool to assess the current state of your company’s HR policies and procedures and to reduce potential future liability.

A properly executed audit can protect the company, establish best practices and identify opportunities for improvement. This objective evaluation can help you determine whether specific practice areas are adequate, legal and/or effective. The results can provide decision-makers with the information necessary to decide what areas need improvement.

What can you expect from a professional HR Audit?
The scope of HR audits conducted by eqHR Solutions focus on all areas of the HR function including:
  • Are you properly managing leaves of absence, based on your company size?
  • Are your employment files set up correctly?
  • Are your exempt employees properly classified?
  • Are your independent contractors properly classified?
  • Based on the number of your full time employees, are you complying with those specific laws and regulations like, AB1825, AB2053 and the ACA?
  • Do you comply with the California paid sick leave?
  • Do you handle employee terminations appropriately?
  • Do you have a performance review system in place that does not discriminate?
  • Do you have a policy prohibiting sexual and bully harassment?
  • Do you have a structured compensation plan in place?
  • Do you have an updated employee handbook?
  • Do you keep accurate hiring records, such as job postings, interview records, job applications and resumes?
  • Does your company have a drug & alcohol free workplace policy?
  • ΓΌ  Is your method of determining salary increases /bonuses discriminatory?

If you want to eliminate your worry about a regulatory audit, call or email eqHR Solutions today schedule a no cost consultation with a highly trained HR consultant

This article was written by Lauren Sims, an eqHR Solutions Principal Consultant who may be contacted by calling eqHR Solutions.

Monday, November 30, 2015

eqHR Business Tips: Are Your Holiday Policies Offensive?

How to Try and Not Offend Anyone This Holiday Season


Wonder what happened to the "good old days"? With the lighting speed of social media peoples views and opinions change.

Starbucks is catching some flak recently in social media because their holiday cups for 2015 are plain red, without any Christmas related imagery, holiday decoration or seasonal message. Some Christians are offended and have started a hashtag campaign: #merrychristmasstarbucks.

In protest, some customers are giving “Merry Christmas” as the call name for their drink so that the holiday greeting will be written on their cup, and the barista will have to say “Merry Christmas” when their drink is ready.

This story got me thinking, how does an HR professional survive the holidays without offending some or all employees?

Religious beliefs are widely protected by both state and federal discrimination laws. HR professionals should remember that this also includes an employee’s wish not to be religious. Cal-Chamber recommends that employers keep their seasonal decorations religion-neutral.

Depending on the culture at your company, this may or may not be practical. If your company has a tradition of decorating their lobby every year with a large Christmas tree, you might want to consider including some Hanukkah or Kwanza decorations as well.

If you allow employees to deck their cubicle walls with boughs of holly, then you must also allow decorations reflecting other religious beliefs. Conversely, if you allow employees to decorate their cubicles year round but forbid decorations during the holiday season, this could be viewed as discrimination, so be careful.

Think about it too, if your company has an annual gift exchange, maybe don’t call it “Secret Santa,” but come up with some other neutral name. Don’t force employees to participate in any of the holiday festivities your company has planned, try to keep them as universal and optional as possible.


If you thought the only offensive thing during the holidays was how many pumpkin flavored products are for sale right now, then you may be in for a surprise. As the Starbucks situation shows, sometimes even trying to be as neutral and inclusive as possible offends some people, proving the old adage that “you can’t please all the people all the time.” 

As HR professionals, sometimes the best we can do is just make sure we are treating everyone fairly and consistently, and most importantly, legally.


Call us today if you need to assitance or require guidance for your employment policies / procedures .

This article was written by Lauren Sims, an eqHR Solutions Principal Consultant and may be contacted by calling eqHR Solutions.

eqHR Business Tips: Progressive Discipline - Why is it Important to be Flexible?


Most companies practice a progressive discipline policy. Progressive discipline specifies a range of responses to employee performance or conduct problems. The disciplinary actions range from minor to serious, depending on the nature and frequency of the issue.

Steps of Progressive Discipline:

  1. Verbal Counseling
  2. Written Counseling
  3. Administrative Leave
  4. Final Written Counseling
  5. Termination

Progressive discipline helps employees get back on track. Done correctly, progressive discipline:

  • Intervenes and corrects employee behavior early on
  • Enhances communication between managers and employees
  • Ensures consistency and fairness in dealing with employee issues, and
  • Establishes grounds for fair, legally defensible employment terminations when employees cannot or will not improve.


Flexibility is the Key
Many times I will advise employers not to include a progressive discipline policy in their Employee Handbooks. When it comes to discipline, every situation is different and it is important not to lock yourself in to a single response to a given situation.
For example, let’s say you are dealing with is an employee with an attendance problem. The Progressive Discipline steps listed above are a fair and consistent way address and correct the attendance issue.

However, if the issue is more severe, such as theft or a serious performance problem, you want the freedom to be able to skip steps, perhaps going straight to Written Counseling or Final Written Counseling, or in an egregious situation, directly to termination. In those circumstances the last thing you want is an employee filing a claim against your company because you did not follow the exact discipline steps laid out in your handbook.

Another good example of the importance of flexibility in your progressive discipline practices is step 3: Administrative Leave. You most likely will skip this step in most cases, however it should be utilized in situations when there is a reason the employee needs to be removed from the work environment such as: harassment investigations, suspicion of theft, potential threat of violence or other disruption, or if they can’t perform their duties until an investigation is complete.


Progressive Discipline is an important tool for employers when they need to discipline their employees. It allows for due process and documents fair and consistent treatment of employees. It is important to remember, however, that all situations are different and employers must allow themselves some room to ensure that the punishment does indeed fit the crime.

Call us today if you need to assitance or require guidance for your employment policies / procedures .

This article was written by Lauren Sims, an eqHR Solutions Principal Consultant and may be contacted by calling eqHR Solutions.

eqHR Business Tips: 228 million dollar Settlement - Misclassified Employees - Are Yours?

Recently a $228 million settlement in a class action lawsuit filed against FedEx alleging that drivers were misclassified as independent contractors was preliminarily approved by the courts.


This is yet another example from the headlines of the importance of classifying your employees correctly.


You may feel that your company is too small to worry about huge class action lawsuits, but there are still very real risks and financial penalties for employers who misclassify their employees. According to the IRS, misclassifying employees as independent contractors and failing to pay Social Security and Medicare Tax as well as withhold and pay federal income tax can subject an employer to back taxes of as much as 41.5% of the contractors’ wages. These penalties can go back for three years. IRS will add fines on top of that ranging from $50-25% of the total tax liability depending on the situation.

Compounding the problem is if the misclassified worker should have also been eligible for overtime during the time they were misclassified. The employer could then be subject to further fines and paying back overtime wages.

What is an independent contractor?

In general, an independent contractor controls what will be done and how it will be done, while the employer can only control the result of the work. For more information, see the EDD worksheet for determining if a worker is an employee or an independent contractor: http://www.edd.ca.gov/pdf_pub_ctr/de38.pdf
Things to consider:
  • What is the degree of control over work and who exercises that control?
  • What type of skill is required for work?
  • Is the worker an integral part of the business?
  • Does the worker provide their own equipment, supplies and tools?
  • Can the worker be discharged at any time?
  • Does the worker set their own schedule for work?
  • Is the work temporary or permanent?
As the saying goes: “if it looks like a duck, quacks like a duck, then it’s a duck.” In other words if the worker looks like an employee, has a desk, an office extension, business cards, etc., then chances are they’re an employee.



Call us today if you need to assitance or require guidance for employee classifiation

This article was written by Lauren Sims, an eqHR Solutions Principal Consultant and may be contacted by calling eqHR Solutions.

Monday, November 16, 2015

eqHR Business Tips: Understanding Pregnancy Leave in California


An employee tells you she is pregnant and due in a few months. You ask youself, how does Pregnancy Disability Leave work? How do I explain and keep track of the time she can take off?

Navigating pregnancy leave can be confusing for employers. It is important to track and document the leave entitlement for the Pregnancy Disability Leave (PDL) and ensure that you are providing the correct information.  If do need assistance, please call our offices (855-461-8808). 

Remember, you must notify the employee the designation of her leave. For example, you
would say that the leave for 12 weeks has been designated as PDL. If they are taking additional CFRA leave, you must also designate that leave as well.

Keep track of the leave and how much time counts toward each type (i.e. PDL, FMLA or CFRA)

The three primary regulations that regulate pregnancy leaves are the Pregnancy Disability Leave (PDL),the California Family Rights Act (CFRA) and the Family Medical Leave Act (FMLA). 
  • In California, employers with 5 employees or more are required to provide up to 4 months or 17 -/3 weeks of job-protected time off. Here are some important things to know about Pregnancy Disability Leave (PDL):
  • All employees are eligible, full-time and part-time, regardless of how long they have been with your company.
  • Full-time employees are eligible for up to 693 hours of leave (17-1/3 multiplied by 40 hours), part-time employees are pro-rated by the number of hours they work per week (i.e. someone working 20 hours per week would be eligible for 346.5 hours or 17-1/3 multiplied by 20 hours).
  • California Family Rights Act (CFRA) leave does not run concurrently with PDL. Therefore, an employee can take up to an additional 12 weeks of protected leave under CFRA (if she is eligible for CFRA), after her PDL has ended.
  • The 12 week leave entitlement under Family Medical Leave Act (FMLA) does run concurrently with PDL and should be designated as such if the employee is eligible for FMLA when the leave is requested and approved.
  • PDL does not have to be taken all at once, for example, if your employee takes 2 weeks off at the beginning of the pregnancy due to severe morning sickness, the 2 weeks count toward her 17-1/3 week entitlement. She then has 15-1/3 weeks remaining of her PDL entitlement for this pregnancy. Employees may take PDL in any increment: hours, days, weeks, or months.
  • The employee’s health care benefits must stay in effect the same as they were prior to the leave. The employer can collect the employee portion of the premium amount from the employee during the leave.
  • PDL is unpaid, however, the employer can require the employee to use any accrued and unused sick time while on leave. The employer cannot require her to use vacation time or personal time off. She may also be eligible for State Disability Insurance (SDI) while on PDL.
  • The employer can and should require that the employee provide medical certification that she is disabled due to pregnancy. The certification should include the date that she became disabled, and the date the disability will end.
  • When the employee returns from PDL, she must be reinstated to the same position she had prior to her leave. The only exceptions are if she would have been laid off for legitimate business reasons even if she had not taken the leave. Also, if the employer cannot reinstate the employee to the same position, for legitimate business reasons, she is entitled to return to a comparable position.
  • Employees may also request temporary transfers or duty restrictions as pregnancy related accommodations. Accommodation requests should follow your usual procedure for reasonable accommodations under the Americans with Disabilties Act (ADA).

To manage your employee’s leave, make sure you do the following:

  1. Have the employee provide you written notice of her need to take leave including the projected dates she will need to be off work.
  2. Provide the employee a notice of their rights. Sample forms - click DFEH
  • Ask for medical certification, sample form click here:

Call us today if you need to assitance or require guidance for a specfic employment leave situation.

This article was written by Lauren Sims, an eqHR Solutions Principal Consultant and may be contacted by calling eqHR Solutions.