Dealing with a bullying boss can be challenging, especially when preparing for an appraisal. However, it’s essential to approach the situation calmly and professionally. What is an appraisal and why is it so important?
The Context for Appraisals:
Workplace appraisals, or performance reviews or evaluations, are a structured and formal process by employers to assess and review employee performance, progress, and contributions within an organisation. There are several vital reasons workplaces conduct appraisals:
Performance Assessment: Appraisals systematically and comprehensively evaluate an employee’s performance and achievements over a specific period. It helps supervisors and managers gauge how well employees fulfil their job responsibilities and meet expectations.
Feedback and Communication: Appraisals offer a platform for constructive feedback and open communication between employees and their supervisors. It allows both parties to discuss strengths, areas for improvement, and career development opportunities.
Goal Setting and Alignment: During appraisals, employees and managers can collaboratively set new performance goals or adjust existing ones. This process aligns individual objectives with the organisation’s broader goals, promoting better focus and motivation.
Employee Development: By identifying strengths and weaknesses, appraisals help pinpoint areas where employees may need further training or support. This promotes professional development and enhances job satisfaction.
Recognition and Reward: Positive performance appraisals can lead to acknowledgement and recognition of an employee’s hard work and accomplishments. It may also pave the way for rewards, bonuses, or promotions, boosting employee morale and motivation.
Performance Improvement: For employees who are not meeting expectations, appraisals can highlight areas for improvement and provide an opportunity for corrective action or additional training.
Identifying High Performers: Appraisals help identify high-performing employees who consistently go above and beyond their roles. These employees may be considered for leadership positions or other opportunities within the organisation.
Documentation and Record-Keeping: Appraisals create a formal record of an employee’s performance, which can be helpful for future reference, such as when considering promotions or making employment decisions.
Legal and Compliance Reasons: In some industries or jurisdictions, performance appraisals may be required for legal or compliance purposes to ensure fair and consistent evaluations.
Workplace appraisals are valuable for promoting employee growth, aligning individual and organisational goals, and fostering a positive work culture. When conducted effectively, they contribute to improved performance, increased employee engagement, and more robust team dynamics within the organisation. An appraisal is a two-way conversation where you, as the employee, also discuss your future development, dreams and career aspirations. You should take an active part in your appraisal and decide beforehand what you would like to achieve from the process.
Dealing with an appraisal from a bullying boss
To prepare for your upcoming appraisal, dealing with a bullying boss can be an emotionally challenging experience. However, there are some steps you can follow to ensure you are prepared for the appraisal and are armed with all the information you need to protect yourself and your professional reputation.
Documenting incidents of such behaviour is a crucial step to protect yourself and ensure your concerns are taken seriously. Here’s why documenting incidents is essential and how it can significantly benefit you during the appraisal process:
Validating Your Experience: Keeping a record of bullying or inappropriate behaviour validates your feelings and experiences. When you put these incidents down in writing, you acknowledge their impact on your well-being and work environment.
Establishing Credibility: Your boss’s behaviour might be questioned or challenged during the appraisal. Having a well-documented account adds credibility to your claims. It shows that you are serious about your concerns and have taken the time to gather evidence.
Maintaining Accuracy: Memories can fade or become distorted. By documenting each incident promptly, you ensure accuracy in the details, making your case more reliable and compelling. Be honest when recording the incident. You must avoid a biased account of events. Be 100% truthful by recording your actions as well as your bosses.
Demonstrating Patterns: When you have a record of multiple incidents, it becomes easier to identify patterns of behaviour. This pattern can reinforce the seriousness of the issue and show that it is not an isolated occurrence.
Preparing for discussion: Your documentation will be valuable during the appraisal discussion. It allows you to recall specific incidents and express your concerns coherently and confidently.
Aiding in resolution: The appraisal process might be an opportunity to address the issue and seek a resolution. Providing a coherent account of the incidents and their impact will help your employer understand the gravity of the situation and take action.
Protecting Your Rights: sometimes, documentation can be evidence in formal proceedings if you need to involve HR, a mediator, or even pursue legal action to protect your rights.
When documenting incidents, include the following details:
Dates and Times: Record the date and time of each incident to create a chronological order of events.
Incident Descriptions: Be as detailed as possible when describing each incident. Include specific actions, words, or behaviour displayed by your boss.
Witnesses: Note the names and contact information of any witnesses present during the incidents. Their testimonies can strengthen your case.
Emotional Impact: Describe how each incident affected you emotionally, mentally, or physically. Explain how it affected your productivity, motivation, and overall well-being.
Supporting Evidence: If you have any relevant emails, messages, or documents related to the incidents, make copies and reference them in your documentation.
Documenting incidents is a proactive step toward resolving workplace issues and fostering a healthier work environment. Use your documentation during the appraisal as a tool to express your concerns, seek understanding, and advocate for positive change. Your well-documented account will show your professionalism and determination to address the issue constructively.
Supporting Third Parties:
If you need to involve HR, a mediator, or seek legal help, having a well-documented account of incidents gives them the information to investigate and address the situation more effectively.
If the bullying or inappropriate behaviour affects your work performance or well-being, your documented incidents can provide context during performance appraisals or evaluations. It helps your employer understand how the behaviour has affected your professional life.
Remember to keep your documentation secure and confidential. If possible, share it only with trustworthy individuals who can provide support or guidance as you navigate the process of addressing the problem. Documenting incidents empowers you to take control of your situation and seek a resolution that ensures a healthier and more respectful work environment.
In Conclusion, when you Prepare for an appraisal
Dealing with a bullying boss during an appraisal can be challenging, but remaining calm and professional is essential. Documenting any events or incidents of bullying behaviour is crucial to protect yourself and ensure legitimacy during the appraisal process. Details you should include in your documentation contain dates, times, incident descriptions, witnesses, emotional impact, and supporting evidence. Some benefits of documenting incidents are validating your experience, establishing credibility, maintaining accuracy, demonstrating patterns, and preparing for discussion.
Employers may consider taking appropriate action by providing a coherent account of incidents and their impact. Documentation can also serve as evidence for legal action if necessary. Appraisals provide a platform for performance assessment, feedback and communication, setting and aligning your professional career and personal development goals. An appraisal is also there to reward your performance and any improvement throughout the year. The process is designed to identify dedication and commitment to the job and company. If your bullying harms you mentally, emotionally, and professionally, it may be time to look for a new position.
You may also be interested in the following article:
Have you heard of the term CPD? Do you know what it means, and, more importantly, do you know what it involves?
CPD stands for Continued Personal/Professional Development. In short, it means that you continue to study after you finish school, college or graduate from university. There are a number of professions that, once you achieve a pass mark in the basic qualifications, will be the start of a lifetime of study, for example, a solicitor, a doctor or a planner. What about your profession? Do you need to embark on CPD?
If your profession does not demand Continued Professional Development, have you made the decision to discontinue studying? To have a successful career, we advocate a continued approach to education/studies. Continued Professional Development is there to help you excel in your chosen field. CPD will also keep you abreast of the latest trends, legal changes and current business relationships, which ultimately could give you an advantage over your colleagues.
Education never stops
Making a personal decision to continue your education/studies and improve your knowledge in your chosen field may become a prerequisite for your employment. An example of this is the IT Industry. Information Technology is changing all the time and good developers, support staff and programmers need to keep abreast of current technology, languages and innovations. If you decided to terminate your studies, this could have a detrimental effect on your career.
Once you have made the decision to continue with your education, what should you do? There are a number of organisations that can facilitate your education. The only decision you need to make will be, which route suits your personal circumstances:
Online training courses
Studies in a classroom setting – often given by trade bodies
Correspondence courses
Seminars and Open days
Trade Federations
Professional Magazines in a chosen field
What is CPD for your occupation?
You could be in an occupation where CPD is not required. Nevertheless, this does not mean that further study is not for you. It could be advantageous for you to engage in a study course with a local college or night class in one of the hobbies you enjoy for example, cooking or sewing. Furthermore, you could learn a new skill, for example, car maintenance.
Further, more studying has a number of wonderful side effects. You could meet new people, gain skills and, more importantly, keep your brain active. Indeed, the Alzheimer’s community have suggested that keeping your brain active could help prevent many mind degenerative disease.
All studying requires is your dedication to the course, you will be receptive to new concepts, your time and the drive to become successful.
What does a PA Do? and indeed, what is a PA. A PA is Personal Assistant to the manager, department or CEO. They provide administrative support and take care of their boss so that they can
What does a PA do?
Perform their jobs with ease and confidence. A Personal Assistant could also be called an Executive Assistant or even a Virtual PA or Virtual EA. Â In this article, I will use the term PA to cover all of above.
Being a Personal Assistant (PA) is like being a fine artist. You have to have the ability to see an end product using the raw materials you have available to you. Anticipate the likes and needs of those you are looking after, without them knowing or understanding what they like or dislike. A PA has to be meticulous about their time management, planning and organisational skills and then make these tasks look smooth and effortless. Any PA unable to master these three skills will inevitably find the role as a Personal Assistant difficult. A PA should have their finger on the proverbial button of any activity their boss is undertaking at any time. Not only that, a PA has to anticipate what the boss requires today tomorrow and next month.
So What does a PA do to make sure they are on the ball?
A PAs mantra or go to question should always be “What is the next question” their boss is going to ask. Ensure they can answer that question and then the next question their boss will ask. The standard Who, What, Where, When, Why and How questions should be applied to any and all tasks a PA undertakes. Once a PA has mastered this tool they will start to see and show improvements in their PA ability and demonstrate how capable and competent they are in their role.
All PAs need to demonstrate consistency in their workload and be as enthusiastic on Monday morning at 9 am as they are on Friday at 5 pm. They need to be effective and efficient in all the tasks that they undertake and become proactive instead of reactive. It is recommended that a PA schedules at least 60% of their working day. This will leave 40% of their day to be reactive. We, therefore, advise each PA to plan tasks in advance. Taking note of business deadlines and the expectation is essential. A PA will also have to remember their boss has deadlines that could rely on work they have to do.
PAs Personal Recommendations
We would also recommend that every PA take a few minutes at the end of the day to note at least five successes they have had that day. It is true to say that everyone will have a bad day at work at some point. Noting down any success they have will help any PA remember how good they are. How well they perform their job and organising their boss.
In conclusion, What does a PA Do?
When the role of a PA is performed correctly, it is a work of art. The position is seamless, timeless and a thing of beauty. Their boss will never know the amount of work, effort and organisational skills the PA will put into their role. All of this, to ensure that the boss has a perfect working environment so they can perform at their peak.
The PA is indeed the unsung hero of any organisation. It is time for all PAs to stand up and be proud of the jobs that they do. The tasks they undertake and show what a strong, determined woman can do. For more information about becoming a PA or attending a training course click here.
The PA Tips on this post are those that are highly recommended to become an effective PA. It is also vitally important that a PA keeps on track of all new technology, new ways of working and are open to any PA Tips they can glean from colleagues and even their boss.
Does it cost money to take someone to Small Claims?
Working out the interest on a Small Claims request
You’ll have to go to court if…
After the Hearing
1 Introduction – Small Claims
You can take court action against someone who owes you money and won’t pay. This is known as making a court claim. It can also be known as taking someone to a ‘small claims court’.  You usually have to pay a court fee, and you may not win your case or get your money back.
2 How to take Court Action
The government has tried to make the process as easy as possible. The easiest way to claim it be completing the form online
3 What happens next in a Small Claims application?
If they deny owing you money, you may have to go to court.
You can get the court to order them to pay if they admit owing the money or don’t respond.
If they still won’t pay, you’ll need to ask the court to take extra steps to collect the money – e.g. using bailiffs. This is called enforcing a judgment.
4 Does it cost money to take someone to Small Claims?
Yes! It costs money to go to submit a small claims application.
The fee is based on how much you are claiming + interest
Using the Money Claim Online is cheaper than sending in the form.
amount
Sending the form to court centre
Using Money Claim Online
Up to £300
£35
£25
£300.01 to £500
£50
£35
£500.01 to £1,000
£70
£60
£1,000.01 to £1,500
£80
£70
£1,500.01 to £3,000
£115
£105
£3,000.01 to £5,000
£205
£185
£5,000.01 to £10,000
£455
£410
£10,0
00.01 to £100,000
5% of the value of the claim
4.5% of the value of the claim
£100,000.01 to £200,000
5% of the value of the claim
You can’t claim using Money Claim Online
More than £200 000
£10 000
You can’t claim using Money Claim Online
5 Working out your small claims interest
The interest you can charge if another business is late paying for goods or a service is ‘statutory interest’ – this is 8% plus the Bank of England base rate for business to business transactions.
You can’t claim statutory interest if there’s a different rate of interest in a contract.
After you have submitted your small claims
The person or business who owes you money must respond to your claim within 14 days of receiving it.
If you don’t get a response, you’ll have to ask the Court to order them to pay. You do this by continuing with the Money Claim Online form.
If you do get a response – YIPPEE!
Tell them you are withdrawing your claim and also tell the Money Claim Online help desk.
6 You’ll have to go to court if…
The person or business says they don’t owe you any money.
They disagree with the amount.
You can’t agree on how the money will be repaid.
The court will send you a questionnaire asking for more information on the case. Fill this in and return it to the court.
This will incur additional costs.
If your case is a small claim, under £10,000, it can be dealt with using written evidence, and not need a hearing.
If there is a hearing you can:
Represent yourself
Pay for a barrister or solicitor to represent you
Ask someone to speak on your behalf, like your partner or an advice worker – you must get the court’s permission
7 After the Hearing
You’ll receive a letter from the court, stating its decisions, and any actions you need to take.
Additional Resources
I highly recommend using your local Citizens Advice Bureau for additional advice and support.
Depending on your company internal calendar of events and procedures the appraisal process isn’t that far away. Most appraisals start in March/April in preparation for the new financial year. For a PA,
EA and Secretary this is the time when the task of organising appraisals or preparing for appraisals starts. It is, however, worth noting that the business year begins April (often referred to as the New Financial Year), so the business year has another three months to run, (the last quarter). It is, therefore, time to start thinking about what you want to achieve in the final quarter of the financial year and what you want to achieve in the coming year.
Welcome to our online magazine from Julie and the team. If you have been on one of Julie’s training courses, you know she is passionate about PA, EAs and Secretaries being the best they can be. She also has very strong opinions about what a PA, EA and Secretary should and shouldn’t do. If you have a question, or would like to add an article, please get in touch. We would love to hear from you.
