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Documenting the Interactive Process, Essential Job Functions, and Disciplinary Issues

 Presented By Jane Kow, Founder of HR Law Consultants &
Roberta Etcheverry, CEO of Diversified Management Group (DMG)

 Thursday, October 3, 2013
9:30 a.m. – 4:30 p.m.

Alameda County Training and Conference Center 
125 Twelfth Street – 4th Floor, Oakland, CA

Learn a step-by-step approach to documenting the interactive process when providing workplace accommodations and medical leaves for employees with disabilities.  Understand how an effectively crafted job description, with clearly defined job qualifications, work demands and essential functions, is critical to the entire process.  Review how to document employee requests for accommodations, when an offer of accommodations is made, when employee requests are unreasonable or result in undue hardship, and also when performance, misconduct and absenteeism issues warrant disciplinary action.  Two workplace disability experts will provide easy to follow guidelines for creating clear, accurate and effective job descriptions, memos to employees to document the 6 required steps of the interactive process necessary for determining reasonable accommodations, as well as disciplinary memos to address attendance, performance and misconduct issues, which will help minimize the risk of a disability discrimination lawsuit.

9:30 a.m. – 10:00 a.m.                Registration, Coffee, and Networking
10:00 a.m. – 12:00 noon             Part I – Writing Effective Job Descriptions: Focusing on Job Qualifications and Essential Job Functions
12:00 noon – 1:15 p.m.               Lunch (on your own)
1:15 p.m. – 4:30 p.m.                  Part II – Documenting Requests for Accommodations: The Interactive Process and Disciplinary Issues

Roberta Etcheverry draws from over 20 years of experience as a workplace consultant to provide a step-by-step approach to developing accurate and detailed job descriptions that can be used to:

  • Effectively recruit, hire and evaluate employees to determine whether they meet the qualifications for the position.
  • Determine essential job functions as part of the reasonable accommodations process for employees with disabilities and medical conditions.
  • Determine whether an employee should be classified as exempt or non-exempt from overtime and other pay obligations.

 This “hands on” interactive training will introduce participants to the tools and resources available to help you craft well-written, accurate and effective job descriptions.  This program provides guidance for human resources professionals and managers on how to succinctly describe employees’ essential job functions, which will help an employer determine whether an employee with a disability can be provided with a reasonable accommodation once they can no longer perform their job functions.

 Course Objectives:

  • Identify “essential functions” as defined under federal and state disability laws.
  • Identify qualifications that are job-related and consistent with business objectives and operational needs.
  • Use neutral and appropriate wording of job qualifications and essential functions to minimize the risk of discrimination claims.
  • Use available resources and tools for compiling job functions, job demands and job qualifications.

12:00 p.m. – 1:15 p.m.  LUNCH (ON YOUR OWN)

Workplace disability claims are the most prevalent type filed under any federal or state anti-discrimination laws, and have increased by 75% in California in the past decade alone.  Presented by a seasoned workplace disability law expert and nationally sought after speaker, this interactive program will present a step-by-step guide on what to document when an employee with a disability or medical condition requests an accommodation.  This program will show you how to document the following events and issues that typically arise in the accommodation process:

  • Each of the 6 steps of the “interactive process” necessary to determine appropriate and reasonable accommodations
  • When the employer requests necessary medical information related to the employee’s work restrictions (without violating medical privacy rights or the newly enacted Genetic Information Non-Discrimination Act (GINA))
  • When the employee can no longer meet job qualifications or perform essential job functions due to their disability or medical condition
  • When the requested accommodation would result in an undue hardship
  • Disciplinary issues that may stem from the employee’s disability, including attendance, performance, and misconduct issues (e.g., chronic absenteeism, use of medicinal marijuana and violent threats that may be the result of a disability)
  • After all possible accommodations fail to enable an employee to perform his or her essential functions and the employee must be terminated

HR and EEO managers, labor relations, job developers, disability managers, and leave of absence managers

Early bird discount rate – register by September 3, 2013:   $300
Registration received September 3, 2013 and later:             $350


  • For registration of 2 or more participants from one company.
  • For attendees of past training programs presented by Jane Kow/Jane Kow & Associates/HR Law Consultants or Roberta Etcheverry/Diversified Management Group (DMG).   

Application is pending for approval of continuing education HRCI credit for human resources professionals and registrants will be notified upon receipt of credit approval.

Contact the event managers listed below for more information about how you can participate at the HR Training: WORKPLACE DISABILITY ACCOMMODATIONS: Documenting the Interactive Process, Essential Job Functions, and Disciplinary Issues.

All information in Events In America is deemed to be accurate at the time we add it, and we take steps to verify all details and update our records when new information is provided, but as people, events and circumstances change, we caution users to independently confirm all information. and Events In America LLC make no guarantee of accuracy and assume no liability for inaccurate information.

Conference/Event Dates: 10/03/2013 - 10/03/2013
Conference/Event Hours: 9:30 am - 4:30 pm
Classification: B2B
Primary Industry: Human Resources
Other Industries: Business, Human Resources, Law
Audience: HR and EEO managers, labor relations, job developers, disability managers, and leave of absence managers
Venue: Alameda County Conference Center
Venue Phone: (510) 272-6467
Venue Type: Indoor - Other
Sponsorship: Yes
Sponsorship Details: Please contact Jane Kow at HR Law Consultants for more information.

Booth Size Booth Cost   Available Amenities
Call for Information.   Electricity: n/a
  Water: n/a
  Generator: n/a
  Marketing Vehicles Allowed: Call
Other Booth Sizes Available: n/a

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HR Training: WORKPLACE DISABILITY ACCOMMODATIONS: Documenting the Interactive Process, Essential Job Functions, and Disciplinary Issues

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