Flexible Work Guidance and Resources for Managers
We all play a part in building a supportive community, and one of the best ways is by acknowledging our unique roles, contributions, work styles and personal obligations. Flexible work gives an option for employees to have an environment that supports them doing their best work – which can include location or time flexibility.
When considering flexible work, managers and their teams should work together to create a workplan that benefits the various aspects of employees’ personal and professional lives. The best place to start is for you and your employee to have conversations about how flexible work can benefit the team member and the team.
As you evaluate flexible work, there are many benefits to consider. Workplace flexibility can:
- Contribute to enhancing employees’ mental and physical wellbeing.
- Reduce commuting time and costs.
- Allow for business continuity during emergency circumstances.
- Extend coverage during non-standard business hours.
- Enhance the use of facilities or equipment.
Manager Responsibilities
Productivity and success look different for every team. Leaders and managers hold the responsibility to look broadly at their organization, identify what work options are appropriate and ensure reasonable and equitable access to flexible work for individuals and/or teams.
As a manager, you are responsible for:
- Deciding the work arrangements for your team.
- Seeking/receiving appropriate approvals.
- Openly communicating with the team.
- Setting expectations.
- Assessing workplans on a regular, annual basis and adjusting as necessary.
Managers reserve the right to require, deny, alter or cease flexible work based on the unit’s business needs, the individual’s work performance or other factors.
A few crucial items for managers to follow:
Planning
Work with college/unit leadership on expectations to determine overall planning.
Equity
Offer flexible work in a non-discriminatory manner and make sure decisions do not adversely impact protected classes of employees.
New Hires
Follow these important steps when hiring a new employee:
- Work with your HR Business Partner to consider flexible work options and align on location expectations for positions.
- Include flexible work options in the job posting, including if the location is fully remote or if there are hybrid remote work options.
- Work with your talent acquisition consultant during the screening process to set clear expectations for flexible work.
- Have conversations with candidates during the interview process to set expectations of the role, including location, work hours and flexible work options.
- Work with the employee during the hiring process to follow the flexible work agreement process.
- Use the additional onboarding resources available for managers.
Outside Ohio
If an employee requests to work outside the state of Ohio, refer to Working Outside of Ohio for additional information and the process to follow. Employees may not work permanently from international locations, but scholarly travel is permissible in many situations. Employees with international work permits may not begin working for Ohio State until they are physically present in the United States, and sometimes Columbus, depending on the work authorization. All requests to work domestically but outside of the state of Ohio will be reviewed on a case-by-case basis.
Support
Consult with your HR business partner if you have concerns, questions or assistance with any part of the process, including unique and complex situations with an individual’s work.
Manager Process for Flexible Work
Managers play a key role in flexible work requests, as outlined on the Flexible Work webpage. Follow this process to evaluate, approve and implement flexible work with your team members.
1
Review the policy and expectations
2
Gather all information from the employee based the type of flexible work option
3
Review the Flexible Work Proposal for time flexibility or non-location arrangements
4
Reference the working outside of Ohio process if needed
5
Verify if there is a non-immigrant work authorization
6
Consider accommodation needs
The following are questions for consideration when you evaluate individual requests and/or implement a team request.
Essential Functions of the Work Unit
- What functions are essential to be performed in a traditional way?
- Can any of the functions of this work unit be performed in a non-traditional way?
- What are the best methods for accomplishing this work, and what methods should continue to achieve the best results?
Measuring Success
- Is the work unit currently meeting or exceeding operational expectations?
- What measures are in place that evaluates team performance?
- How do the measures differ amongst team members who have different roles (transactional vs. strategic/conceptual)?
- Are tracking resources necessary and available to monitor productivity in a flexible environment where some employees may work remotely?
Location and on-site/remote work
- Does this job require an employee’s physical presence for optimal performance?
- Does the job require working with equipment or other resources that is either only on-site, or can be kept at an alternative site (if applicable)?
- Can the on-site responsibilities be shared?
- In the event of an emerging crisis, are other resources available when the employee is not available on-site?
- If the employee is working outside of Ohio, have they followed the Working Outside of Ohio guidelines and considered implications such as time differences, travel and equipment?
Data Security
- Can the unit exercise flexible work options and still ensure compliance with Ohio State data policy and governance?
Innovative approaches to the work
- What are creative ways in which the work can be performed?
- Who else performs this work?
- Are the job functions shared by others in the department?
- Can work be tackled by a group of individuals within the department so that these onsite responsibilities are shared, or is this truly an individual contributor?
- Do any position descriptions need modification?
- What ideas does the team have about incorporating flexible work and balancing operational expectations?
- Can the team create a mechanism to meet operational requirements?
IT Equipment & Other Resources
- What tools/equipment/resources will be necessary if employees are working off-site?
- What tools/equipment/resources should the work unit provide for employees?
- What will employees be required to provide to benefit from flexible work?
Office Space and Employee preferences
- Can employees opt out of a team’s remote or hybrid work if their preference is to remain in the office?
- Are “hoteling” options available or necessary to reduce real estate costs?
- Are there costs to renovate space?
Alignment with Existing Policies, Laws and Agreements
- Does the flexible work request violate any university or department policy, federal or state law, or collective bargaining agreement?
Operational Requirements
- What operational requirements must be met to ensure student, patient and other stakeholder needs are met?
- What must the function/work area/role accomplish?
- How is success currently measured?
- What are the Core Business Hours (CBH) and will they be appropriately covered?
- Will this flexible work request negatively affect business performance or customer needs in any way? If so, how? And are there solution-based options that can be implemented?
- How will this flexible work request impact customer service or a customer’s expectations?
- Would measures need to be put in place to ensure stakeholder accessibility to the team/employee? If so, what are those measures?
- How will collaboration between the team/employee and other university colleagues and stakeholders be maintained?
- Does the flexible work request align with our business strategies and, if not, why?
- Are there any potential financial costs incurred or savings expected?
Core functions of the job
Flexible work may not be suitable for every job, as some jobs cannot be performed off-site or during non-traditional hours. Review the position description to ensure it accurately reflects the current duties, and review for possible flexible work opportunities.
Management
- Does the job have any supervisory responsibilities?
- Does the job require constant and/or on-site supervision?
- Can the management responsibilities be shared by other leaders?
Work during core Business Hours
- What percentage of the work is required to be done during core business hours?
- What percentage of work should be done during core business hours to achieve the best results? Can the remaining % be done outside of core Business Hours without having a negative impact on operations?
- Can the work be “scheduled” or otherwise handled differently for a period of time?
Job roles
- Who else performs this work?
- Are the job functions shared by others in the department?
- Can work be tackled by a group of individuals within the department so that these on-site responsibilities are shared, or is this truly an individual contributor?
Employee Work/Life Alignment
- Does the requested flexible work request assist the employee with wellness needs and personal demands?
- Does the flexible work request involve the employee utilizing the university’s wellness resources (such as Your Plan for Health and the Employee Assistance Program), and activities during core business hours?
- Does the flexible work request involve the employee utilizing the university’s education benefit?
- Does the flexible work request involve supporting an employee’s existing or upcoming childcare, eldercare needs (non-medical)?
Performance Management & Productivity
Individuals who meet or exceed performance standards are typically good candidates for flexible work. Individuals in corrective action or on a performance improvement plan may not be eligible for flexible work. It will be important to set clear expectations at the outset of any flexible work request and reiterate throughout the arrangement to ensure success.
- Does the position have clearly defined and measurable goals/tasks?
- Is the employee currently meeting or exceeding performance expectations?
- Has the employee demonstrated the ability to work independently and produce results?
- Does the employee have proven organizational and time management skills for flexible work?
- Does the employee maintain close and frequent communication with stakeholders (e.g., management, co-workers, customers, etc.) to ensure operational needs are being met?
- Is the employee self-motivated?
- Would measures need to be put in place to ensure appropriate reporting and communication with employees and vice versa?
Employee Equity
- Is there existing flexible work in the unit that makes the current request prohibitive? If so, do they need to be revisited to ensure everyone has an opportunity to consider flexible work?
1
Determine if it is an appropriate, reasonable and equitable proposal
While managers can approve or deny requests based on business needs or the employees’ performance, managers cannot approve requests for working outside the state of Ohio. Refer to Working Outside of Ohio for additional information and the process to follow requests to work outside Ohio.
If a manager does not approve the request, they should have a conversation with the employee to provide more information on why the request was denied. Review the Flexible Work Policy FAQs for additional support.
2
Talk with the employee and create a workplan
3
Appropriately document the agreement
30 days or less: Arrangements that are 30 days or less in Ohio may be approved by the direct manager and do not require a signed agreement or additional parts of the approval process. The workplan and agreement should be documented in writing either by email or another format and reviewed by the employee and manager.
More than 30 days: For formal flexible work that is more than 30 days, once a manager approves the workplan, the employee must submit the Flexible Work Agreement to appropriately document their work locations and collect work location information for tax reporting purposes. The Flexible Work Agreement Job Aid outlines the process and common questions for submitting the form.
4
Approve Flexible Work Agreement
1
Meet with the employee
After the agreement is approved, it is suggested that you and the employee discuss the following:
- If/when they are expected to work on-site and the relevant workplace expectations
- Core business hours
- For hybrid employees, remind them that their primary work location is an Ohio State work location, and there may be times that they are expected to be on-site on days when they otherwise would be telecommuting.
- Operational needs, customer and or student experience, and team commitments
- How the employee will engage with team members/customers who may be working in a different environment
- Tools they have or need effectively engage with team members or stakeholders (e.g., webcam, headset, access to conference rooms, virtual collaboration tools, etc.
- Travel from home to on-site and how it differs from Business Travel
- For hybrid roles and teams, identify clear scheduling and space management solutions for the team and employees.
2
Update employee’s location in Workday
3
Continually assess how to manage differently and how your team may need to work differently
4
Consult with your HR business partner to address any concerns
Team Engagement
Team culture and engagement is essential for establishing expectations for how people interact and work together and can ultimately impact productivity, collaboration and performance. Ohio State encourages managers to find creative ways to provide experiences that will shape or reshape team culture. Huddles, meetings, team commitments and paying close attention to the perception of group dynamics are just a few ways to address and maintain a desirable culture and level of engagement.
- Hold regularly scheduled team huddles or meetings virtually for all members. If you decide these gatherings will be a mix of employees in a conference room and virtual, make sure those attending virtually can see everyone in the room and vice versa.
- Have a group discussion with your team about work practices that will contribute to a desired team culture.
- Make sure to engage remote and in-person team members in similar ways.
- Encourage employees to offer possible solutions if any issues are discovered, and make sure you address those appropriately and in a timely manner.
- Use resources such as Your Plan for Health, Buckeye Wellness and Ohio State’s Employee Assistance Program for additional support.
Performance Management
When an employee with flexible work is having performance issues, as with any other employee, the manager should make the employee aware of the performance concern and discuss ways to improve performance and meet expectations.
Consider if the employee’s work arrangement is a factor.
- Has the Flexible Work Arrangement hindered deliverables or work-related expectations?
- Is the employee’s work schedule not in line with the needs of the unit or the unit’s customers (i.e., patients, students, faculty, researchers)?
- For telecommuting (remote or hybrid):
- Does the employee need more on-site supervision or training that cannot be provided remotely?
- Would the employee benefit from being able to engage more directly with on-site colleagues?
- Does the employee display the level of independence and job knowledge required to successfully work at an off-site location?
If the work arrangement appears to be a factor in the performance issues, discuss your concerns with the employee. Consider a temporary adjustment to the employee’s work schedule or work location.
Consult with your HR business partner or employee and labor relations representative for additional guidance.