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Now, let's get back to the 

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podcast. 
Welcome to the bringing the 

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human Back To Human Resources 
podcast. 

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I'm Tracy turn off. 
And I've spent my entire 

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professional career in a jar, 
each week, we'll explore the 

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delicate balance between people 
and business with the aim to 

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reconnect the two and create 
meaningful outcomes. 

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Listen in, as I share my own 
experiences challenge, the 

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status quo and chat with guests 
from various Industries about 

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our mission, to bring the human 
Back To Human Resources. 

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Hi everyone, welcome back to the
podcast. 

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Thank you so much for being here
for another week. 

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Don't forget to rate review, 
subscribe wherever you're 

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listening to the podcast or if 
you're watching me on YouTube or

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Spotify, I'm looking right at 
you. 

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Right through the camera which 
is really hard to train myself 

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to do, but I'm working on it. 
Well anyway, this is probably 

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one of the first solo episodes 
that I'm recording after having 

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a ton of guest episodes. 
Normally, I kind of like, do 

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this Lows and then I have to 
guess but I figured you know 

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what? 
Let me let me get some guests 

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episodes in for the year and 
then let's chat. 

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So we've heard a lot from guests
this month about how we can 

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focus on humans, right? 
How we can think about what 

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we're doing to provide resources
for them, how we're you know, 

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supporting them in business and 
an industry and of course, as HR

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people or if you're Going to 
break into HR, that's always 

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going to be like front and 
center or so it should be right.

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But I wanted to take the 
opportunity to talk about when 

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HR gets involved because I think
that sometimes we have these 

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conversations which are 
obviously really important we 

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have to talk about what business
needs and how we support people.

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But we don't always then loop 
back around as to the timing and

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when a char Kind of steps in and
gets involved. 

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So, I kind of wanted to use this
episode to talk through that. 

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Now, what I will preface with is
that in every episode toward the

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end of every guest episode, I 
should say, I'm always asking in

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some way, shape or form. 
How can HR apply this, or 

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sometimes? 
It's not even, it's not even. 

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At the end of the episode, 
sometimes, it's in the middle of

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the episode where I say, hey, 
like, how are we, how can we 

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advise HR people too? 
To jump into this type of 

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situation, right? 
But this episode specifically is

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about how and when we like have 
that trigger, that light bulb 

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moment in our minds to say, oh 
now is the time to get involved.

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So, let's first talk about one 
scenario, which is the most 

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common for us to get involved 
in, which is, like 

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interpersonal, conflict 
conflict, between two, 

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individuals may be more or, as 
we would call it in the industry

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employee relations. 
If you haven't heard the term 

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employee relations before, I've 
talked about it, a number of 

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times on my podcast. 
But basically, employee 

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relations is just that all of 
the the details and things that 

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employees are experiencing, but 
with the specific and fine-tuned

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focus and detail on 
interpersonal issues, that's 

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usually what employee relations 
is kind of involved with 

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everything from you know just 
like an argument between two 

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people too. 
Harassment between people. 

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So that's when I reference 
employee relations. 

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That's what I'm referring to. 
If you're not an HR and you've 

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not heard this term now, you 
know, if you are not in HR and 

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you have heard this term but 
you've always wondered now, you 

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know. 
So let's take, for example, like

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I said, a pretty common one, 
which is interpersonal conflict 

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when you have two people in an 
issue or in a situation where 

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there is some sort of issue the 
ideal Be for those individuals 

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to work out their issues 
together between between one 

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another. 
Let's assume that it's just two 

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people in this in this scenario.
And the reason why I say that is

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because when one person has an 
issue with another person and 

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is, or there's a situation where
a person feels that the other 

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person has an issue with them, 
there's a need to Clearly Bridge

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communication gaps and 
potentially build some trust. 

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But on top of that when we as HR
professionals, don't just jump 

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in and get involved and instead 
we empower the person who is 

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feeling some kind of way about 
these communication gaps or 

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about these situations that are 
kind of taking place. 

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We are empowering them to feel 
more confident in their own 

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voice to use their voice. 
We're empowering them to solve 

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their own problems and 
challenges. 

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I know that there is sometimes a
misconception that someone comes

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to HR with their problem and HR 
sends them to go and deal with 

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it. 
And that HR doesn't help right. 

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This is a misconception. 
This is a stigma instead, 

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actually, if HR if an HR person 
is saying, hey, here are the 

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tools to go and solve this 
problem and they're sending that

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person back out into the world 
to go and handle their Challenge

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that actually is helping them 
and it's our responsibility in 

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these moments when someone 
potentially comes to us with an 

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issue that we think about, okay,
what is my absolute need to get 

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involved? 
Like is it obligatory for me to 

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get involved or is this an 
opportunity for me to empower? 

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This person who's come to me to 
handle things amongst 

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themselves? 
Most of the Time. 

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It's going to be the ladder 
where the person can handle it 

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between, you know, themselves 
and the other person in the 

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instance where they can't, this 
is where obviously we would have

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to jump in. 
But before I get to that when 

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you have conversations with 
someone that lead to you one or 

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lead you to wanting to empower 
them and solve this problem for 

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themselves, it is really 
important that you are clear 

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about that and clear about why 
you are not Jumping in because I

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think part of the reason why 
there is a misconception and a 

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stigma around people go to HR in
h.r., just sends them to go and 

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deal with it anyway, is because 
we are not necessarily taking 

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that extra effort to explain the
decision making. 

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So I'm going to role play with 
myself, for example, if someone 

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comes to me and says, hey Tracy,
I have this issue with my 

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manager or my Pierre and I don't
really know what to do about it.

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Can you help me? 
And maybe the situation is that 

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this person feels like their 
manager takes away, 

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responsibilities from them, and 
makes them feel undervalued. 

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Let's just say, and it could be 
a totally different scenario, 

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but this is, you know, the for 
that person, this is their 

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reality. 
So for me, my best decision to 

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make here or the best outcome 
that I can have from a decision 

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that I make here is for that 
employee who has come to me to 

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feel empowered and confident. 
Aunt because already they're 

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not. 
So to send them back out, 

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feeling empowered, feeling more 
confident, feeling more 

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established in their voice is 
not only going to help them to 

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continue to build confidence, 
but it's actually going to help 

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improve their relationships. 
Not only with themselves, but 

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with the people around them. 
So because everyone wants to 

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feel empowered and confident. 
So the more good we can do in 

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building up people, the better 
it's going to be. 

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So for me, what I would say to 
this person in this Situation in

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this example is, hey I'm so glad
that you have come to me and 

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that you're, you know, you're 
choosing to talk through this 

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because it's really important 
that we have a good 

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relationship. 
I want to make sure that I'm 

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here to support you and that 
goes for everyone. 

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Here's my best recommendation. 
Here's my best advice and this 

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is where you can kind of start 
to paint the picture. 

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I would not be doing you any 
good if I just stepped in, and 

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Solve this problem for you 
because it's likely that you are

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going to continue throughout 
your career. 

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You're going to continue to have
these moments where you're going

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to feel some kind of way about 
the way in which someone has 

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interacted with you. 
And I want to make sure that you

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feel empowered and that, you 
know, that you're empowered to 

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address these concerns whether 
you bring them to me or not but 

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to address them on your own. 
So I I want to give you the 

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tools to be able to do that. 
And I want you to know that you 

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are empowered to confidently and
appropriately and professionally

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handle this issue. 
So now you've set the stage with

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that, right? 
With that verbage, now you can 

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kind of go into some advice for 
how to deal with this and the 

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advice I usually give is make 
sure that you walk through it, 

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if you whether you want to role 
play it with me or with someone 

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else, I would make sure that if 
Roleplay with someone else that 

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it is not someone in the 
organization, or that would be 

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negatively impacted by your 
feelings, around the situation. 

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Because we want to, we want to 
make sure that we are not, you 

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know, coloring outside of the 
lines with things that can be 

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sensitive about someone else's 
leadership or someone else's 

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involvement in this situation. 
So, you know, naturally, I would

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invite this person to role play 
and practice me and I also 

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always Sighs that they work to 
actively remove emotion from 

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their feedback because really, 
this is a, this is a feedback, 

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practicing moment. 
And I kind of take the 

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opportunity to boil it down to 
that. 

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Also that, you know, this 
employee is in a moment of 

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needing to provide feedback to 
the person that they are not 

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happy with at present and that 
the only way to really give 

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constructive feedback that has 
you know, an Um that they're 

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looking for is to really focus 
on providing facts and not being

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00:11:36,600 --> 00:11:41,200
emotionally or reactively driven
in sharing this information. 

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Now the third thing and 
certainly not the last thing 

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that I always focus on to is 
that when giving the feedback or

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what going into I should say, 
when going into this type of 

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conversation, the person should 
always have a clear goal in 

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mind. 
So in this scenario, if I were 

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to actually actively say this, 
This person, I would say hey, 

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when you, you know, are ready to
practice this, make sure that 

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you're like, writing down three 
bullet points of what you need 

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00:12:09,300 --> 00:12:11,400
to cover. 
What are the things that, you 

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00:12:11,400 --> 00:12:14,200
know, you want to address? 
How did it make you feel? 

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And what do you need from that 
person? 

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That at the, very top of that 
page, you should have the goal. 

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If the goal is to have an 
apology, right? 

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That if your goal is to improve 
the working environment for 

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yourself, or the relationship 
between the two of you, Have 

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that as the goal, whatever you 
do, every single part of that 

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conversation has to be bookended
by the goal. 

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00:12:37,000 --> 00:12:41,000
So, this is an example of where 
we're getting involved by 

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equipping someone with really, 
hopefully, really strong tools 

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00:12:44,900 --> 00:12:49,200
and resources, but actually, the
best way that we're helping them

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in this way other than those 
tools and resources is Again, by

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00:12:52,400 --> 00:12:55,100
empowering them and building 
their confidence. 

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00:12:55,100 --> 00:12:59,900
I think that is hands down one 
of the most important roles that

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00:13:00,100 --> 00:13:05,600
play as HR leaders is knowing 
when not to step in and knowing,

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00:13:05,600 --> 00:13:10,600
when to take the longer route, 
the harder route and going 

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00:13:10,600 --> 00:13:15,500
through all of those practice 
scenarios walking through or 

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00:13:15,500 --> 00:13:19,100
role-playing the situation, 
giving them tools, equipping, 

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00:13:19,100 --> 00:13:23,300
the person with, you know, 
things measures for Success so 

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00:13:23,300 --> 00:13:26,600
that they can continue to have 
successful conversations but 

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00:13:26,600 --> 00:13:30,500
also so they go into their 
career with A better 

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00:13:30,500 --> 00:13:34,000
understanding of what can help 
them to be more successful 

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00:13:34,800 --> 00:13:37,800
because every single person is 
going to have an interpersonal 

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00:13:37,800 --> 00:13:41,000
conflict. 
So the more people we can equip 

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with this knowledge and that we 
can empower the the stronger 

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00:13:44,900 --> 00:13:46,900
organizations will be in my 
opinion. 

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So let's take a different 
situation where maybe it's a 

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00:13:51,300 --> 00:13:55,000
little bit more murky as far as 
where HR gets involved. 

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Let's say for example someone 
comes to us and says I'm really 

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stressed You know, the work that
I have, the workload that I have

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is really stressing me out, and 
I'm just like, feeling so sick 

230
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over it. 
There are a couple reasons why 

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someone might be coming to you 
with this one. 

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The obvious could be that. 
They need a leave of absence or 

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they need some resources. 
Time off, they need to know what

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00:14:17,400 --> 00:14:20,200
those resources are. 
Maybe the less obvious is that 

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they're looking to just kind of 
vent it out and see you know, I 

236
00:14:25,200 --> 00:14:27,500
don't know how they can work 
through this. 

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The third maybe even less 
obvious option is that it could 

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be like I don't you know for a 
lack of a better term or phrase 

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00:14:35,700 --> 00:14:39,100
a cry for help in that be 
there's something deeper going 

240
00:14:39,100 --> 00:14:42,600
on within their Department 
within their team, with their 

241
00:14:42,600 --> 00:14:46,400
manager that they are not fully 
comfortably sharing. 

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So my recommendation, when 
someone comes to us with kind of

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00:14:52,808 --> 00:14:56,500
like an open-ended vague, this 
is how I'm feeling and you know 

244
00:14:56,508 --> 00:14:59,600
I could really use some help is 
to ask a lot of questions. 

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00:14:59,600 --> 00:15:03,000
So this again, it doesn't 
necessarily mean that you're 

246
00:15:03,000 --> 00:15:05,600
going to get involved right away
or that you're going to get 

247
00:15:05,600 --> 00:15:07,600
involved directly in solving 
this. 

248
00:15:08,000 --> 00:15:13,200
Um but you don't know that until
you find out through like a 

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question answer moment, I don't 
want to say segment because this

250
00:15:16,400 --> 00:15:21,500
is not like a theater thing or a
script but you know there is 

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it's kind of like building your 
muscle memory so and building 

252
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your skill set as well to know. 
When you have to dig a Little 

253
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Deeper, I personally don't 
believe in taking anything at 

254
00:15:32,400 --> 00:15:35,300
face value. 
I always try to uncover like, 

255
00:15:35,300 --> 00:15:38,800
you know, peel back the onion 
and uncover what Else there is, 

256
00:15:38,800 --> 00:15:42,000
and sometimes there isn't 
anything and that's okay, but 

257
00:15:42,000 --> 00:15:45,200
you have to do the due diligence
in asking those questions. 

258
00:15:45,200 --> 00:15:49,200
Now, from one perspective, you 
have to ask more questions 

259
00:15:49,500 --> 00:15:52,800
because now someone is citing 
stress and potentially, this 

260
00:15:52,800 --> 00:15:57,200
could be, you know, a 
work-related thing and could 

261
00:15:57,200 --> 00:16:02,600
result in this person needing to
hear leave of absence PTO 

262
00:16:02,600 --> 00:16:07,000
options that are obligatory for 
us to share and inquire about. 

263
00:16:07,100 --> 00:16:11,200
So I N2 when someone sites, 
something like stress, or things

264
00:16:11,200 --> 00:16:13,800
like that or their health, I 
tend to lead with that. 

265
00:16:13,800 --> 00:16:17,800
Like, hey, we have options. 
Like, if you, if, this is 

266
00:16:17,800 --> 00:16:20,800
something that you need, here 
are the things that we offer. 

267
00:16:20,800 --> 00:16:24,100
And I kind of go through that. 
And I would say, most of the 

268
00:16:24,100 --> 00:16:26,600
time people are like, well, you 
know, I don't know, I don't know

269
00:16:26,600 --> 00:16:28,600
if I need that. 
I maybe I just need to take a 

270
00:16:28,600 --> 00:16:31,800
day off and this is a good 
opportunity for you to dig 

271
00:16:31,900 --> 00:16:35,000
further. 
Even if someone says, oh, this 

272
00:16:35,000 --> 00:16:36,900
is really great to know. 
Thank you for those options. 

273
00:16:36,900 --> 00:16:40,500
Like, I'll let you know, Don't 
let them run away. 

274
00:16:40,600 --> 00:16:44,100
Don't let them hang up the call.
That is still an opportunity for

275
00:16:44,100 --> 00:16:47,800
you to dig in and provide them 
support. 

276
00:16:47,800 --> 00:16:51,700
People are coming to us with 
things and we have to make space

277
00:16:51,700 --> 00:16:55,300
for them to feel comfortable in 
sharing this information. 

278
00:16:55,500 --> 00:16:58,200
If you're listening to this or 
watching this and you're like, 

279
00:16:58,200 --> 00:17:01,700
well no one comes to me. 
You might have an opportunity to

280
00:17:01,700 --> 00:17:04,200
improve the relationships that 
you have within your 

281
00:17:04,200 --> 00:17:06,599
organization relationships, are 
everything. 

282
00:17:06,599 --> 00:17:07,900
I've talked about this a million
times. 

283
00:17:08,000 --> 00:17:12,000
Is over relationships are the 
most important thing that you 

284
00:17:12,000 --> 00:17:15,300
build and focus on as an HR 
professional because the better 

285
00:17:15,300 --> 00:17:18,500
your relationships are the 
better, you'll have the better, 

286
00:17:18,500 --> 00:17:22,800
the pulse you'll have on the 
organization and on teams which 

287
00:17:22,800 --> 00:17:27,700
is really one of the best ways 
for us to be able to positively 

288
00:17:27,700 --> 00:17:31,200
influence and affect, you know, 
the organizations that we work 

289
00:17:31,200 --> 00:17:35,100
for. 
So anyway in this opportunity to

290
00:17:35,100 --> 00:17:37,800
ask more questions, this is 
where you're going. 

291
00:17:37,900 --> 00:17:40,700
Need to figure out how involved 
you need to be. 

292
00:17:41,400 --> 00:17:44,300
If someone, you know, as you're 
digging if you're asking, well 

293
00:17:44,600 --> 00:17:47,200
you know, when did this start 
have you? 

294
00:17:47,200 --> 00:17:49,800
You know, have you shared this 
with anyone else? 

295
00:17:49,800 --> 00:17:52,900
Does your manager provides 
specific resources? 

296
00:17:52,900 --> 00:17:54,600
For you? 
Have you shared that you're 

297
00:17:54,600 --> 00:17:56,200
feeling this way? 
With your manager? 

298
00:17:56,600 --> 00:17:59,400
Some other questions might be, 
what do you do to prevent 

299
00:17:59,400 --> 00:18:01,100
burnout? 
Is there anything that you do 

300
00:18:01,100 --> 00:18:04,000
today to manage your stress 
levels? 

301
00:18:04,000 --> 00:18:07,100
Because of course, stress is 
always going to come with work. 

302
00:18:07,100 --> 00:18:11,000
Work was is Not meant to be fun.
A hundred percent of the time, 

303
00:18:11,000 --> 00:18:14,200
that's why we call it work. 
However, we want to make sure 

304
00:18:14,200 --> 00:18:17,400
that there are, you know, 
opportunities for you to feel 

305
00:18:17,400 --> 00:18:22,000
like you have Harmony in your 
work and your personal life and 

306
00:18:22,000 --> 00:18:24,900
then you can also ask questions 
like well is there something 

307
00:18:24,900 --> 00:18:27,600
else? 
You know, going on is whether 

308
00:18:27,600 --> 00:18:30,900
you know at home or at work you 
obviously don't have to disclose

309
00:18:30,900 --> 00:18:33,600
anything personal but you know 
if there's something else going 

310
00:18:33,600 --> 00:18:35,200
on I would love to be able to 
support you, right? 

311
00:18:35,200 --> 00:18:39,000
So these questions all have 
Deeper purposes. 

312
00:18:39,000 --> 00:18:42,400
When I ask a question like well 
how long has this been going on?

313
00:18:42,700 --> 00:18:46,700
It can help us to potentially 
point out if it's a result of an

314
00:18:46,700 --> 00:18:50,100
organizational change 
management, change a change in 

315
00:18:50,100 --> 00:18:52,300
the team, a change in their job 
function. 

316
00:18:53,100 --> 00:18:56,000
If I ask a question like Have 
you shared this with your 

317
00:18:56,000 --> 00:18:58,800
manager and they say no that 
might point to. 

318
00:18:58,800 --> 00:19:01,200
Well why not? 
And that might be we might not 

319
00:19:01,200 --> 00:19:06,200
ask why not to that person you 
could but this could send a 

320
00:19:06,208 --> 00:19:09,600
message for us. 
That really says. 

321
00:19:09,600 --> 00:19:12,400
Well maybe there's an issue 
there that we need to dig into 

322
00:19:13,500 --> 00:19:17,800
and then aside from that if they
haven't told their manager. 

323
00:19:18,200 --> 00:19:21,400
If you can encourage them to 
tell their managers so that the 

324
00:19:21,400 --> 00:19:26,700
manager is aware of that this 
need to further or more 

325
00:19:26,700 --> 00:19:28,200
effectively support their 
employee. 

326
00:19:28,200 --> 00:19:32,000
That's also beneficial kind of 
going back to the initial 

327
00:19:32,400 --> 00:19:36,100
situation or the first situation
I shared and then other than 

328
00:19:36,100 --> 00:19:39,200
that if I even asked a question 
as far, Far as well you know 

329
00:19:39,200 --> 00:19:42,500
what are you doing to manage 
your stress if someone's like, 

330
00:19:42,500 --> 00:19:48,000
well I'm working 10 12 hours a 
day, six days a week because you

331
00:19:48,000 --> 00:19:52,200
know, there's so much to do not 
only could this point to, you 

332
00:19:52,200 --> 00:19:55,300
know, an organizational need as 
far as like headcount. 

333
00:19:55,300 --> 00:19:59,600
And and the way that the 
organization is structured but 

334
00:19:59,600 --> 00:20:05,100
it also could point to the the 
effectiveness of the operations 

335
00:20:05,100 --> 00:20:09,700
within a team or an organization
and how Businesses are ensuring 

336
00:20:09,700 --> 00:20:13,800
that there is Harmony in the day
because meetings are rough. 

337
00:20:13,800 --> 00:20:16,500
When you're back to back in 
meetings like you're not looking

338
00:20:16,500 --> 00:20:19,600
up and you're doing that, you 
know, five days out of the week.

339
00:20:19,600 --> 00:20:22,600
It's rough. 
And there is an operational 

340
00:20:23,100 --> 00:20:26,200
opportunity there for an 
organization to improve their 

341
00:20:26,200 --> 00:20:29,100
operations. 
So, you know, you can get a lot 

342
00:20:29,100 --> 00:20:33,400
out of questions that help that 
person feel better because 

343
00:20:33,400 --> 00:20:36,800
they're now sharing it, and they
feel that this is and they know 

344
00:20:36,800 --> 00:20:38,100
that it's a safe space. 
Ace. 

345
00:20:38,500 --> 00:20:41,300
But then on the other side of 
things it's going to help you. 

346
00:20:41,600 --> 00:20:44,100
Kind of diagnose the situation a
little bit better. 

347
00:20:44,300 --> 00:20:48,300
The questions are so important 
and the more you do this the 

348
00:20:48,300 --> 00:20:50,900
better your questions are going 
to be the better. 

349
00:20:51,000 --> 00:20:56,400
Your questions are the the more 
intrinsic and intuitive these 

350
00:20:56,500 --> 00:20:59,100
moments will be for you as an HR
leader. 

351
00:20:59,600 --> 00:21:03,000
So from those conversations or 
from I should say, from those 

352
00:21:03,000 --> 00:21:06,900
answers, you can then decide and
discern where you have to get 

353
00:21:06,900 --> 00:21:09,500
involved. 
If Any point, the conversation 

354
00:21:09,500 --> 00:21:13,100
goes to my managers doing this. 
My manager is doing that. 

355
00:21:13,100 --> 00:21:15,400
I'm really unhappy and it's like
a disgruntled thing. 

356
00:21:15,500 --> 00:21:18,500
You're probably going to have to
get involved more directly 

357
00:21:18,700 --> 00:21:23,000
because that employee is 
probably not going to go to 

358
00:21:23,000 --> 00:21:26,000
their manager directly if they 
haven't already and there's 

359
00:21:26,000 --> 00:21:27,700
likely a need for you to step 
in. 

360
00:21:27,900 --> 00:21:32,000
Now, I say this with an asterisk
because you do have to be 

361
00:21:32,000 --> 00:21:35,100
transparent if you get involved 
in that way. 

362
00:21:35,400 --> 00:21:39,300
And so in those situations when 
I I've decided that I'm going to

363
00:21:39,300 --> 00:21:42,500
step it in some way or if I'm 
trying to decide if I'm going to

364
00:21:42,500 --> 00:21:46,400
step in directly, I will say to 
the employee. 

365
00:21:46,600 --> 00:21:49,500
Hey, how do you want this to be 
resolved? 

366
00:21:49,500 --> 00:21:52,400
Do you want me to step in? 
Do you want to go to the 

367
00:21:52,400 --> 00:21:54,200
mountain, to your manager 
directly? 

368
00:21:54,600 --> 00:21:58,200
How can we resolve this? 
And you kind of keep the ball in

369
00:21:58,200 --> 00:22:01,700
that person's Court rather than 
you know, taking on all of the 

370
00:22:01,700 --> 00:22:04,200
ownership? 
Because at the end of the day we

371
00:22:04,200 --> 00:22:07,700
can only kind of like support 
both. 

372
00:22:07,900 --> 00:22:11,000
People in this and we also only 
know one side of the situation. 

373
00:22:11,200 --> 00:22:15,900
So we don't want to immediately,
you know like defacto go to the 

374
00:22:15,900 --> 00:22:18,600
person who's coming to me first,
is the one in the right. 

375
00:22:18,600 --> 00:22:20,500
And the person who hasn't come 
to me yet is the one in the 

376
00:22:20,500 --> 00:22:22,800
wrong that is the wrong way to 
go about things. 

377
00:22:23,300 --> 00:22:26,700
We have to take things with a 
grain of salt. 

378
00:22:27,000 --> 00:22:31,600
Actually at face value at first 
to dig in and then we have to 

379
00:22:31,700 --> 00:22:35,000
really get another perspective. 
Especially if the person says, 

380
00:22:35,000 --> 00:22:37,700
well I want you to be involved. 
So when you ask that question, 

381
00:22:37,800 --> 00:22:42,000
you kind of pose that that 
opportunity to the, let's say, 

382
00:22:42,000 --> 00:22:45,400
the complaining party or the 
person coming to you, that 

383
00:22:45,400 --> 00:22:49,200
person that has a decision to 
make, is this serious enough for

384
00:22:49,200 --> 00:22:51,500
them to say? 
Yeah, I need you to get 

385
00:22:51,500 --> 00:22:54,600
involved. 
I need you to step in or is this

386
00:22:54,700 --> 00:22:58,600
not serious enough where they 
still want HR Support because 

387
00:22:58,600 --> 00:23:01,100
they don't really know how to 
handle it. 

388
00:23:01,100 --> 00:23:05,500
That's also okay or on the other
side of things is this something

389
00:23:05,500 --> 00:23:10,000
that they feel they are capable 
of Calling themselves if someone

390
00:23:10,000 --> 00:23:12,100
says oh, you know what? 
Actually, I want to manage this 

391
00:23:12,100 --> 00:23:15,100
on my own. 
Sometimes what I will do is I'll

392
00:23:15,100 --> 00:23:19,500
still say hey I would love to 
just connect on this further. 

393
00:23:19,500 --> 00:23:21,100
I want to hear how the 
conversation goes. 

394
00:23:21,400 --> 00:23:25,500
I also do want to stay close to 
the situation so I might speak 

395
00:23:25,500 --> 00:23:28,200
to your manager. 
I'm not going to share 

396
00:23:28,200 --> 00:23:31,500
necessarily that you know the 
contents of our conversation. 

397
00:23:31,500 --> 00:23:34,800
Unless this you know there's a 
serious issue that this person 

398
00:23:34,800 --> 00:23:38,600
obviously shared with you but 
sometimes Times, I will say that

399
00:23:38,600 --> 00:23:41,700
or sometimes I will go to the 
manager and say, hey, how are 

400
00:23:41,700 --> 00:23:45,400
things going like, you know, I 
want to, I want to understand, 

401
00:23:45,600 --> 00:23:47,900
you know, a little bit better, 
what the working relationships 

402
00:23:47,900 --> 00:23:52,400
are like, and also, I want you 
to be open if anyone on your 

403
00:23:52,400 --> 00:23:55,200
team, kind of comes to with some
feedback because this is 

404
00:23:55,200 --> 00:23:56,700
probably going to take a lot 
from them, right? 

405
00:23:56,700 --> 00:24:00,100
So there is some caressing that 
you can do. 

406
00:24:00,400 --> 00:24:04,400
When there is like, you know, 
some sort of situation with a 

407
00:24:04,400 --> 00:24:08,400
manager going on and the better 
your relationships The more 

408
00:24:08,400 --> 00:24:11,500
casually, you can have these 
conversations and it won't feel 

409
00:24:11,500 --> 00:24:15,000
like so awkward. 
But anyway, in this situation, 

410
00:24:15,000 --> 00:24:17,800
if someone's like, no, I don't 
want to address this on my own, 

411
00:24:17,800 --> 00:24:19,700
I don't know what to say. 
I don't want to do the wrong 

412
00:24:19,700 --> 00:24:22,000
thing. 
Can you just support me 

413
00:24:22,300 --> 00:24:26,600
sometimes, you're going to make 
a decision to have like a trio 

414
00:24:26,600 --> 00:24:31,200
call or meeting where you're 
connecting with all parties. 

415
00:24:31,500 --> 00:24:34,400
Sometimes you're going to decide
that you have to connect with 

416
00:24:34,400 --> 00:24:37,700
the manager first and understand
their perspective. 

417
00:24:37,800 --> 00:24:40,600
And their side of things and 
then have like, what I would 

418
00:24:40,600 --> 00:24:45,600
call a mediation so that you can
support the conversation as a 

419
00:24:45,600 --> 00:24:49,000
neutral, third party. 
And then other times, if the 

420
00:24:49,000 --> 00:24:52,100
situation is really bad, you 
might actually have to remove 

421
00:24:52,800 --> 00:24:57,800
the the manager from the 
situation in order to focus on 

422
00:24:57,800 --> 00:25:01,500
the person that is making you 
know or formalizing some sort of

423
00:25:01,500 --> 00:25:03,400
complaint which we'll get to in 
this. 

424
00:25:03,400 --> 00:25:06,800
The third and final example but 
you know you might have to 

425
00:25:06,800 --> 00:25:10,300
remove that person. 
And really work to understand 

426
00:25:10,300 --> 00:25:11,900
what's going on. 
And then you're going to have to

427
00:25:11,900 --> 00:25:14,300
kind of double down on a 
mediation and evaluate. 

428
00:25:14,300 --> 00:25:18,100
If this is a relationship that 
can be, you know, resolved or in

429
00:25:18,100 --> 00:25:21,400
a problem that can be resolved 
with in maintaining the 

430
00:25:21,400 --> 00:25:24,600
organizational structure. 
Sometimes it's just not that 

431
00:25:24,600 --> 00:25:26,900
simple depending on the 
situation. 

432
00:25:26,900 --> 00:25:31,300
But obviously I gave a pretty 
benign, example of someone being

433
00:25:31,300 --> 00:25:34,300
stressed in the workplace and it
really could mean a multitude of

434
00:25:34,300 --> 00:25:36,400
things. 
But the only way we find out is 

435
00:25:36,400 --> 00:25:39,500
by asking those questions. 
So In this example again, you 

436
00:25:39,500 --> 00:25:43,400
could be involved in directly by
equipping someone and empowering

437
00:25:43,400 --> 00:25:47,700
them and you can be directly 
involved in helping to resolve 

438
00:25:47,700 --> 00:25:51,400
the issue and actually mediating
and mitigating the risk and 

439
00:25:51,400 --> 00:25:55,500
mediating the issues. 
So this is again, the questions 

440
00:25:55,500 --> 00:25:59,200
are going to be the most 
imperative and impactful part of

441
00:25:59,200 --> 00:26:02,000
that process. 
Now the third and final example,

442
00:26:02,000 --> 00:26:06,400
that I have for you is probably 
the most severe example that 

443
00:26:06,400 --> 00:26:11,300
there is, which is when Thing is
illegally done or a person's, 

444
00:26:11,300 --> 00:26:14,100
you know, privacy or rights have
been violated. 

445
00:26:14,200 --> 00:26:18,000
So let's take probably the most 
use example of a harassment 

446
00:26:18,000 --> 00:26:23,200
claim the way I typically 
approach these things is kind of

447
00:26:23,200 --> 00:26:26,400
like the same way every time so 
that I'm consistent. 

448
00:26:26,500 --> 00:26:31,100
I always say, hey as a reminder,
you know there is a there is an 

449
00:26:31,100 --> 00:26:33,200
expectation in good faith 
reporting. 

450
00:26:33,200 --> 00:26:36,700
So in reporting this, you are 
formalizing the complaint. 

451
00:26:36,700 --> 00:26:39,200
And you know, I I am trusting 
that you are making this 

452
00:26:39,200 --> 00:26:42,200
complaint in good faith because 
I do have to launch an 

453
00:26:42,200 --> 00:26:44,900
investigation. 
And then from there, I always 

454
00:26:44,900 --> 00:26:47,700
share that, you know, the 
contents of our conversation are

455
00:26:47,700 --> 00:26:50,700
not necessarily going to be 
confidential because of the 

456
00:26:50,700 --> 00:26:55,000
severity of the situation. 
However, there is a, you know, 

457
00:26:55,000 --> 00:27:00,100
an anti retaliation policy and 
at no point will their name or 

458
00:27:00,100 --> 00:27:03,700
personal information. 
Be shared at risk for you. 

459
00:27:03,700 --> 00:27:06,900
No violating that policy you 
know, that policy is so 

460
00:27:06,900 --> 00:27:09,600
critical. 
Investigations that you know, 

461
00:27:09,600 --> 00:27:14,600
there is no retaliation at all 
and that it is prohibited and so

462
00:27:14,600 --> 00:27:18,400
in order to maintain that policy
and ensure that they are not 

463
00:27:18,400 --> 00:27:23,200
retaliated against you know 
their discretion is of the most 

464
00:27:23,200 --> 00:27:26,900
concern but that the contents of
the conversation, can't 

465
00:27:26,900 --> 00:27:31,600
necessarily remain confidential 
at least within, you know, 

466
00:27:31,600 --> 00:27:34,500
appropriate parties. 
And of course there's always 

467
00:27:34,500 --> 00:27:37,500
like a, you know, a nervousness 
around that, but I try to 

468
00:27:37,500 --> 00:27:41,600
reassure Assure people that when
it comes to situations like 

469
00:27:41,600 --> 00:27:44,900
this, I don't go to and I 
actually use this example, I'm 

470
00:27:44,900 --> 00:27:47,800
not going to go to the person 
that you're filing this 

471
00:27:47,800 --> 00:27:50,500
complaint about and say, hey 
so-and-so told me that you did 

472
00:27:50,500 --> 00:27:51,600
this. 
What are your thoughts? 

473
00:27:51,600 --> 00:27:54,000
Like, that's not how 
investigations are handled. 

474
00:27:54,200 --> 00:27:57,300
Instead it's hey, there was a 
report about this. 

475
00:27:57,300 --> 00:28:00,000
I need to understand what 
happened as of right now. 

476
00:28:00,000 --> 00:28:03,600
There is an investigation into 
you as a, you know, 

477
00:28:03,600 --> 00:28:06,500
participating party in this. 
And we need to understand what 

478
00:28:06,500 --> 00:28:10,300
happened. 
So, usually that tends to make 

479
00:28:10,300 --> 00:28:15,300
the reporting party fuel, you 
know a little bit more confident

480
00:28:15,300 --> 00:28:18,700
in the situation a little bit 
less nervous, but I always say, 

481
00:28:18,700 --> 00:28:21,300
you know, transparency is really
important and we have to be 

482
00:28:21,300 --> 00:28:27,900
upfront about what we can and 
can't do and depending on the 

483
00:28:27,900 --> 00:28:32,700
situation if it is harassment, 
and especially if there is, you 

484
00:28:32,700 --> 00:28:37,700
know, a level of harassment that
can either be validated or is 

485
00:28:37,900 --> 00:28:42,100
Severe like, someone's physical 
space has been violated. 

486
00:28:42,100 --> 00:28:44,800
Their emotional space has been 
violated, your kind of again, 

487
00:28:44,800 --> 00:28:47,800
discretion is is advised here, 
sometimes people claim 

488
00:28:47,800 --> 00:28:51,300
harassment and it's not by 
definition harassment. 

489
00:28:51,800 --> 00:28:55,200
And I say this because sometimes
with harassment claims that are 

490
00:28:55,400 --> 00:28:58,500
you know, more severe. 
You are going to potentially 

491
00:28:58,500 --> 00:29:05,000
have to suspend the party that 
is being complained about the 

492
00:29:05,300 --> 00:29:09,500
alleged aggressor, if you will. 
So, Not in every situation, will

493
00:29:09,500 --> 00:29:11,400
you have that? 
Because again, if someone is 

494
00:29:11,400 --> 00:29:13,900
saying that they hurt were 
harassed but really it was just 

495
00:29:13,900 --> 00:29:17,100
an appropriate conversation or 
you know, disrespectful 

496
00:29:17,100 --> 00:29:19,400
conversation that's not 
necessarily harassment. 

497
00:29:19,400 --> 00:29:23,100
So you wouldn't necessarily have
to suspend that person but in 

498
00:29:23,100 --> 00:29:27,500
cases where it is more severe, 
you might and I would advise you

499
00:29:27,500 --> 00:29:32,100
to consider suspension if 
something is severe because it 

500
00:29:32,100 --> 00:29:37,200
kind of and elongates the time 
for you to be able to give a 

501
00:29:37,200 --> 00:29:40,100
fair and And thorough 
investigation because suspension

502
00:29:40,100 --> 00:29:43,100
should be paid and have to be 
paid. 

503
00:29:43,500 --> 00:29:46,300
So you can remove that person. 
Pay them. 

504
00:29:46,300 --> 00:29:50,100
You don't have any risk there of
any retaliation, you're removing

505
00:29:50,100 --> 00:29:52,900
them from the situation and 
you're making the complaining 

506
00:29:52,900 --> 00:29:56,700
party, feel comfortable as well.
Now, I've said this before on 

507
00:29:56,700 --> 00:30:00,000
podcasts, that kind of delve 
into this, and I'm going to say 

508
00:30:00,000 --> 00:30:03,500
it again. 
You should never suspend or 

509
00:30:03,500 --> 00:30:06,100
remove the complaining party 
that is victim. 

510
00:30:06,100 --> 00:30:09,000
Blaming you. 
I'm not going to go ahead and 

511
00:30:09,000 --> 00:30:13,000
say that every single person 
making complaint is a victim or 

512
00:30:13,000 --> 00:30:15,900
is always truthful. 
Obviously, that's not always the

513
00:30:15,900 --> 00:30:20,900
case, but when it comes to how 
you handle these situations, you

514
00:30:20,900 --> 00:30:25,400
have to remove the alleged 
aggressor, not the the 

515
00:30:25,400 --> 00:30:28,800
complaining party. 
It sends the wrong message, and 

516
00:30:28,800 --> 00:30:31,200
it's not the right thing to do. 
You can disagree with me all you

517
00:30:31,200 --> 00:30:34,200
want, but that's where I stand 
and I and not willing to debate 

518
00:30:34,200 --> 00:30:37,100
it. 
That's where I stand anyway. 

519
00:30:37,800 --> 00:30:40,800
When it comes to that, if you, 
you know, when you do step in 

520
00:30:40,800 --> 00:30:44,900
like this is obviously, whenever
something like this is going on,

521
00:30:44,900 --> 00:30:47,800
like this situation. 
You know, you have to be 

522
00:30:47,800 --> 00:30:51,900
involved directly. 
This is your most urgent part of

523
00:30:51,900 --> 00:30:54,000
your day. 
When something like this 

524
00:30:54,000 --> 00:30:58,500
happens, everything else has to 
fall to the Wayside and if it's 

525
00:30:58,500 --> 00:31:00,900
not, or if someone makes you 
feel like this isn't the most 

526
00:31:00,900 --> 00:31:05,000
urgent, they are wrong like this
handling, these types of ER or 

527
00:31:05,000 --> 00:31:07,700
employee relations issues is 
your top. 

528
00:31:07,900 --> 00:31:12,900
Priority as it comes up. 
And with, you know, top 

529
00:31:12,900 --> 00:31:16,700
priority, our issues employee 
relations issues, you are 

530
00:31:16,800 --> 00:31:20,700
absolutely directly involved. 
Sometimes you have to involve 

531
00:31:20,700 --> 00:31:24,200
other HR leaders, sometimes you 
have to involve the person's 

532
00:31:24,200 --> 00:31:28,000
manager depends on the situation
of course, but again, your 

533
00:31:28,000 --> 00:31:32,600
direct involvement is required 
at immediate response. 

534
00:31:32,900 --> 00:31:36,000
And in this situation you're 
going to have to launch a whole 

535
00:31:36,000 --> 00:31:39,400
investigation. 
You have to You know, leave no 

536
00:31:39,400 --> 00:31:45,100
Stern, the stone unturned and 
your responsibility is to work 

537
00:31:45,100 --> 00:31:47,300
to understand what the situation
is. 

538
00:31:47,600 --> 00:31:51,100
Not every harassment claim is 
going to result in someone being

539
00:31:51,100 --> 00:31:53,000
fired. 
Not every harassment. 

540
00:31:53,000 --> 00:31:56,400
Claim is going to result in 
someone being suspended or even 

541
00:31:56,400 --> 00:31:58,600
put on corrective action in the 
event. 

542
00:31:58,600 --> 00:32:02,900
That there's a situation where 
harassment is validated and and 

543
00:32:03,500 --> 00:32:08,300
corroborated your likely, and 
you should be looking Corrective

544
00:32:08,300 --> 00:32:13,200
action up to and including 
termination where harassment is 

545
00:32:13,700 --> 00:32:16,600
not so clear. 
But again, maybe it's kind of 

546
00:32:16,608 --> 00:32:20,000
like this recipe disrespectful 
communication, you can get 

547
00:32:20,000 --> 00:32:23,700
involved with some training for 
that person you can absolutely. 

548
00:32:23,700 --> 00:32:27,300
And I would encourage you to 
document or, you know, provide 

549
00:32:27,300 --> 00:32:31,200
corrective action to that person
so that it is taken seriously. 

550
00:32:32,000 --> 00:32:34,700
But there's it's kind of like 
all this gray area. 

551
00:32:34,700 --> 00:32:37,600
It's like a rainbow, if you will
that, you know what? 

552
00:32:37,800 --> 00:32:40,000
The way in which we have to deal
with these things. 

553
00:32:40,000 --> 00:32:43,300
Most of the time you're probably
going to take someone as a 

554
00:32:43,300 --> 00:32:46,700
partner in making these final 
decisions, whether it's your 

555
00:32:46,700 --> 00:32:50,900
leader or a legal 
representative, depending on the

556
00:32:50,900 --> 00:32:52,700
severity, or the complexity of 
the situation. 

557
00:32:52,700 --> 00:32:57,000
But you definitely have to think
through where your involvement 

558
00:32:57,000 --> 00:33:01,700
starts and stops. 
What really in this type of 

559
00:33:01,700 --> 00:33:04,300
situation, your involvement is 
going to stop when the 

560
00:33:04,300 --> 00:33:07,000
investigation concludes and 
everything. 

561
00:33:07,000 --> 00:33:09,900
You know, you've Taking your 
action plans and you've executed

562
00:33:09,900 --> 00:33:14,400
them and and it's, you know, 
kind of resolved and done your, 

563
00:33:14,400 --> 00:33:16,100
of course your involvement 
starts. 

564
00:33:16,100 --> 00:33:18,100
The moment someone comes to you 
with this situation. 

565
00:33:18,100 --> 00:33:24,700
If you want more information on 
when or where, or how to deal 

566
00:33:24,700 --> 00:33:28,300
with this kind of situation, let
me know. 

567
00:33:28,300 --> 00:33:32,100
I can absolutely dive into this 
deeper and go through kind of 

568
00:33:32,100 --> 00:33:35,900
like all of those Pathways when 
someone shares that they, you 

569
00:33:35,900 --> 00:33:37,500
know, feel they're being 
harassed or that. 

570
00:33:37,700 --> 00:33:42,000
They have been harassed in some 
way and there is a lot that is 

571
00:33:42,000 --> 00:33:44,500
covered by the harassment 
definition. 

572
00:33:44,500 --> 00:33:48,000
So you know even things like 
cyber bullying bullying in 

573
00:33:48,000 --> 00:33:53,700
general you know intimidation 
like all of those things can be 

574
00:33:53,700 --> 00:33:56,000
harassment. 
Sometimes people won't you know 

575
00:33:56,000 --> 00:33:58,100
sometimes actually people will 
come to you like let's take that

576
00:33:58,100 --> 00:34:00,500
first example that I shared 
they'll come to you saying they 

577
00:34:00,500 --> 00:34:04,100
feel stressed and then they talk
about things that actually would

578
00:34:04,100 --> 00:34:07,400
fall under the definition of 
harassment and you have to be 

579
00:34:07,400 --> 00:34:12,199
able To hear and listen to what 
they're saying and then discern 

580
00:34:12,199 --> 00:34:14,900
from there, what that complaint 
is truly about. 

581
00:34:14,900 --> 00:34:17,900
So that kind of goes back to the
point that I made about asking a

582
00:34:17,900 --> 00:34:22,699
lot of questions and 
understanding where something 

583
00:34:22,699 --> 00:34:27,600
has now taken a different form 
and that maybe it's not just an 

584
00:34:27,600 --> 00:34:30,500
interpersonal conflict or maybe 
it's not just feedback for a 

585
00:34:30,507 --> 00:34:33,800
manager but actually it's it's 
deeper than that potentially. 

586
00:34:33,800 --> 00:34:37,100
So that is where you are going 
to play an integral role in 

587
00:34:37,100 --> 00:34:40,300
understanding. 
Standing where you need to 

588
00:34:40,300 --> 00:34:43,199
escalate, where you need to 
deescalate and how you have to 

589
00:34:43,208 --> 00:34:46,300
get involved. 
So as you continue to listen to 

590
00:34:46,300 --> 00:34:49,199
these guests episodes and if you
haven't listened to the guests 

591
00:34:49,199 --> 00:34:52,800
episodes from this month just 
yet, really think with a 

592
00:34:52,800 --> 00:34:58,200
critical eye, like how have you 
been able to bring, you know, 

593
00:34:58,200 --> 00:35:03,200
this type of human centrism and 
focus on solving problems to 

594
00:35:03,200 --> 00:35:05,900
your job. 
It doesn't matter if this is 

595
00:35:05,900 --> 00:35:07,300
something that you deal with 
today. 

596
00:35:07,800 --> 00:35:11,400
You do have to be able to have 
this skill set at any level in 

597
00:35:11,400 --> 00:35:15,200
your career. 
If you are in h.r., or if you 

598
00:35:15,200 --> 00:35:18,000
are a people leader. 
Because people leaders also need

599
00:35:18,000 --> 00:35:22,800
to know how to triage issues and
how to escalate or deescalate 

600
00:35:22,800 --> 00:35:25,500
situations as well. 
So, I hope that this was 

601
00:35:25,500 --> 00:35:30,100
helpful, I absolutely can do a 
deeper dive, I can go into more 

602
00:35:30,100 --> 00:35:34,800
situations, I can give more 
examples, I have tons and tons 

603
00:35:34,800 --> 00:35:37,600
of stories that I can share. 
So, just let me know whether 

604
00:35:37,700 --> 00:35:42,000
Either you email me at contact 
at HR Tracy.com or you leave, 

605
00:35:42,400 --> 00:35:46,100
you know, a comment on an 
Instagram posts or DME can 

606
00:35:46,100 --> 00:35:49,200
message me on LinkedIn to you 
can also if you're watching or 

607
00:35:49,200 --> 00:35:52,100
listening on Spotify you can 
share what you thought about 

608
00:35:52,100 --> 00:35:54,700
this episode that will 
definitely give me some data to.

609
00:35:54,700 --> 00:35:58,700
So I know if this is more. 
So what you want to hear a 

610
00:35:58,708 --> 00:36:01,900
little bit more of, but please 
feel free to reach out. 

611
00:36:01,900 --> 00:36:05,300
If you have a specific situation
that I can support you with, let

612
00:36:05,300 --> 00:36:07,100
me know. 
I'm happy to help as much as 

613
00:36:07,100 --> 00:36:09,000
possible. 
Well, I appreciate you being 

614
00:36:09,000 --> 00:36:11,200
here and I will see you next 
week. 

615
00:36:11,600 --> 00:36:14,400
Hey, just before you go. 
Don't forget to subscribe to the

616
00:36:14,400 --> 00:36:17,400
show so that you are the first 
to hear when an episode drops 

617
00:36:17,400 --> 00:36:21,000
each week and maybe leave a five
star review and a comment about 

618
00:36:21,000 --> 00:36:24,000
how much you loved this episode.
Plus if you have someone in 

619
00:36:24,000 --> 00:36:25,600
mind, who would really enjoy 
this episode? 

620
00:36:25,600 --> 00:36:26,900
Make sure you share it with 
them. 

621
00:36:27,000 --> 00:36:29,900
Thank you so much for tuning in 
and I'll see you next week.

