LifeBalance Employee Assistance Program & Work-Life/Wellness Resource Orientation for Employees/Managers

Agenda Overview of LifeBalance Services and resources available How to access the program Please feel free to ask questions as we go along!

Key features LifeBalance is available to you and your dependents as defined by your benefits plan. No additional cost to you to use the program as often as you like. LifeBalance is a voluntary and confidential program. Fully bilingual (English/French) National service Available 24 hours per day, 7 days per week Support by telephone, online via www.lifebalance.net, and in-person Educational materials on a variety of topics TTY access for the hearing impaired

Confidentiality Confidential vs. anonymous Limitations Intake process

How does the program work? Ease of use: one toll-free telephone number for all of your issues Call triage process Immediate telephonic counselling available Referral to in-person counselling available Helpful, educational materials and resources available Research conducted on your behalf Available online at www.lifebalance.net and via mobile app

Our counselling approach May take place over the telephone or in person Short-term, solution-focused counselling Number of sessions varies and determined on a case-by-case basis

Who are our EAP counsellors? Minimum 5 years’ experience Master’s degree in psychology, social work or another human services field Members of their respective professional body

When to use LifeBalance Your toddler is waking up every night at 2 am and you’re exhausted. You’d like to be saving more for retirement, but money is tight. You need to find a summer camp for your 5th grader. You’re going through a divorce and you’re worried about finances, where you’ll live, and how your kids are coping. You’ve started a new exercise program and you really want to stick with it. Don’t wait until you are in crisis; contact us for help with your everyday concerns, such as:

Emotional well-being Relationship, marriage and family issues Stress-related issues Balancing work/life Mental health concerns such as depression and anxiety Grief and loss Addiction and recovery Anger management Services & tools: Ceridian Depression Centre Resiliency tutorial Stress assessment Depression assessment

Parenting and childcare Child-rearing challenges Single-parenting and blended families Pregnancy, infertility and adoption Holiday planning Special needs Bullying Services & tools: Childcare Locator Summer Camp Locator Career Cruising for Teens New Parent Kit ‘Becoming a Parent’ booklet Child Safety Kits ‘Questions Parents Ask’ blog

Caring for older adults Caregiver support and resources Alzheimer's, dementia and other health issues Long-distance caregiving Living independently Coordinating in-home care Searching for and assessing assisted living and long-term care facilities Services & tools: Older Adult Safety Kit Facility Checklist Home Safety Checklist

Education Kindergarten and early education Communicating with teachers and administrators Homework and grades College/university planning Career planning and lifelong learning

Financial Personal budgeting Managing debt Saving and investing Basic tax planning Buying a home Basic retirement planning Services & tools: Online Financial Toolkit ‘Your Money’ blog Financial calculators Online budget worksheet

Legal issues Speak to a lawyer for up to 30 mins at NO COST! Family law Real estate law Bankruptcy Criminal law Estate planning Services & tools: Divorce Toolkit Complete Will Kit (online) Up to a 25% discount off services beyond the consultation (exceptions: Employment and Business law)

Health and wellness Diet and physical activity Stress reduction Healthy aging Living with a disability or chronic condition Getting the sleep you need Services & tools: Eating Well Program: telephonic coaching with a registered dietitian Ceridian Stop Smoking Centre ‘Feeling Good’ blog Healthy Weight Calculators Nurse Line

Work and career Co-worker relationships Interpersonal and communication skills Navigating workplace changes Time management Relocation Shift work and telecommuting Career progression/change Services & tools: ‘Work-Life Balance’ blog

Midlife and retirement Work after retirement Empty nest issues Growing as a couple Life and retirement planning Services & tools: Online toolkit – Planning Your Future: Life, Work and Relationships After 50

Everyday issues Home improvement issues Moving and relocation Locating community resources Locating a family doctor Volunteer opportunities

Easy to use by phone Access all services through one toll-free number 24 hours a day, 365 days a year Confidential

With www.lifebalance.net you can... Search for information confidentially under five categories – Work, Life, Family, Health & Money Find hundreds of expert articles as well as online toolkits, booklets, and recordings Listen to podcasts and audio recordings Use interactive tools on budgeting, investing, home buying, health and retirement planning Email a consultant with an inquiry or arrange a call Order materials for delivery such as booklets, CDs and packets

www.lifebalance.net

Ceridian’s Mobile App for LifeBalance Access www.lifebalance.net conveniently from your smartphone –it’s FREE! Device operating system requirements:   iPhone: Operating System (iOS) 5 or higher (check Settings / General / Version). This is different from the model number. Most iPhone 3 and 4 models run on iOS 5 or higher. Android: Operating System 2.3.3 or higher BlackBerry: Version 6.0 to 7.1

We understand the issues managers face and the pressures you experience. LifeBalance is here to help. The second part of the presentation focuses on the tools we offer to managers. The next few slides focus on how the EAP can help managers with everyday issues.

Issues and concerns of today’s workplace Performance and productivity Absenteeism/presenteeism Organizational change Conflict management Flexible work arrangements & managing remote workers Personal use of Internet/smartphone Substance abuse/addiction Sexual harassment We understand the issues managers face today and the pressures they’re up against. We can help. We offer coaching, resources, and referrals to you and your employees. We can help with problem-solving, performance issues, and challenges resulting from organizational change. Our team of knowledgeable specialists understand the workplace from the business side as well as the human side. Help is just a phone call away. We can discuss your workplace questions and concerns. The next slide helps managers identify an employee experiencing problems.

Signs an employee may be experiencing problems Change in work performance and/or in behaviour Reduced productivity Forgetful or shows poor concentration Frequently absent or late Interacts poorly with co-workers Seems indifferent, lack of interest An employee who is experiencing personal problems or emotional difficulties may exhibit some of these signs — please move forward to the next slide to see how to help someone in those situations. The focus here is to offer support to managers through the management consultation or invite the manager to refer the employee to the LifeWorks program. The next slide explains the step-by-step process in helping an employee who is experiencing difficulties.

When an employee is experiencing problems: Observe the employee’s performance. Document work performance. Consult with Human Resources . Develop a performance improvement plan with specific goals and timeframes. Discuss with a Management Consultant at LifeBalance. Meet with the employee to discuss your observations. Do not attempt a diagnosis. Discuss resources needed to accomplish goals, and refer the employee to LifeBalance for support. Schedule a follow-up meeting with the employee. When dealing with an employee experiencing problems, it is important to consult with your HR department regarding your policies and/or resources that may be available through your organization. These are strictly suggestions on how to support or help an employee going through difficulties and how our services can support your performance management practices.

What is a Management Consultation? Service provided by LifeBalance’s Organizational Services team to support managers dealing with work-related issues or concerns Confidential sounding board Help with sorting out complex, sensitive issues Coaching for problem-solving, communication techniques Help with identifying resources Guidance available for when you need to refer an employee to the EAP Management Consults are a confidential telephonic service that we provide to support our organizational clients. They are designed to assist and support managers, supervisors and HR departments through third party objective support in dealing with employee-related concerns. Management Consults are a supplement but not a replacement for the organization’s HR solutions, policies and procedures, and are intended to support the organization’s decision and resolution process regarding employee issues and concerns. Counsellors on our Management Consultation Team offer objective expertise in the areas of employee relations and other business concerns, including those related to employee return to work, absence prevention, depression care, health promotion and substance abuse. Consultations can help supervisors and managers understand complex issues and prepare them for a dialogue when these issues affect the employee’s performance on the job. The next slide is a list of possible concerns that a manager might bring forward to the Management Consultation Team.

Issues for Management Consults Employee performance, productivity and attendance issues Questions regarding harassment in the workplace Employee conflict Substance abuse concerns Supporting employees with mental health concerns Discrimination Organizational change Violence, threats and anger issues in the workplace Burnout You can mention that the above issues are examples of topics that managers have brought forward to the Management Consultation Team at Ceridian. The next slide explains the CISM program.

Critical Incident Stress Management 24/7 service available by phone to assess a critical incident and provide qualified trauma support and direction. Recommend: Defusing, Debriefing, On-site counselling National network of more than 450 consultants specialized in post-traumatic intervention. Type of issues: Acts of violence in the workplace Workplace accident Mergers or acquisitions Downsizing and reorganization Note: Important to understand if the program owner is comfortable with you sharing information about this service with the audience attendees as there are potential cost implications. Ceridian Crisis Management is designed to help organizations manage workplace risk. Workers affected by a traumatic event and experiencing unresolved feelings are more likely to be absent and unproductive. A critical incident is an event which is outside the usual range of experiences that challenge our ability to cope. Examples include: death of an employee, robberies, workplace violence, natural disasters, mergers/acquisitions/restructuring, terminations. The CCM team will conduct a comprehensive assessment, provide relevant informational/educational handouts via email or fax. Deploy a trauma specialist(s) to one or several locations. The trauma specialist can conduct a defusing, a group debriefing session and/or be available for one-on-one support. They provide information about Ceridian’s confidential Employee Assistance Program and encourage those having difficulty managing their reactions to the situation to access our counselling services. This procedure responds to requests for an onsite counsellor dispatched due to workplace trauma, layoffs etc. or any event that impacts the normal flow of the workplace and disrupts the focus of the employees, and results in reduced productivity, increased anxiety and decreased ability to concentrate on a task. This Psychological First Aid is designed to reduce these risks and help employees and managers move forward effectively. Definitions: Defusing is to make a situation less dangerous, tense, or hostile. A debriefing is a one-time, semi-structured conversation with an individual or a group who has just experienced a stressful or traumatic event. In most cases, the purpose of debriefing is to reduce any possibility of psychological harm by informing people about their experience or allowing them to talk about it.

Types of Referrals Informal Mandated The definition of an Informal Referral is: When an employee talks to you about a personnel or work related issue and there are no performance issues. HR is not likely to get involved at this point, but you are concerned and want to offer support by reminding the employee about the LifeWorks EAP program. The definition of a Formal Referral is: Often in conjunction with other performance management initiatives when there are performance issues. HR is often involved at this point. Our Management Consultation Team would work with you and/or your HR department to help you with your intervention. Present EAP as support. Check the next slide for information on Monitored/Mandated Referrals.

Monitored/Mandated Referrals Consult with your Human Resources department first. Contact a Management Consultant before making the referral. Employee must sign a release of information form. Case numbers are valid for 10 business days. Fax back the signed ROI form. LifeBalance calls the Authorized Contact to confirm that the employee has attended recommended counselling as per ROI form. Upon employee’s completion of counselling through the EAP, LifeBalance conducts a final follow-up. As part of an employee’s performance management plan, a manager or supervisor may require the employee to utilize EAP services. When this type of call is received, the caller is referred to the Enhanced Care Team (ECT) who works collaboratively with the caller to develop a plan for the employee. Managers, supervisors and HR often require confirmation from the EAP that the employee sought EAP service and attended sessions. To facilitate this feedback, the employee must first sign and return a release or information form. While I’ve outlined the steps above, our Management Consultation team will walk you through the appropriate process if a mandated referral is the recommended solution.

Manager’s Guide When to contact us Help with a wide range of employee needs When an employee is experiencing personal problems or emotional difficulties How we can help Performance issues Following up Commonly asked questions Request a copy from your LifeBalance Account Representative. In this booklet, managers learn how to use the OneSource program to help with employee issues and problems that affect work performance. Managers will learn how to recognize when there is in fact a problem; how to document performance issues; discuss the problem with the employee; and refer an employee to us. Managers learn how to help employees get the resources and support they need.

Employee Effectiveness Seminars Delivered at your location or via webinar Facilitators are highly skilled professionals 60 minutes in length, or more in-depth More than 100 seminars available for employees and managers Topics: Managing stress Childcare and teen issues Balancing work and life Financial issues Enhancing personal productivity Helping older relatives Note: Important to clarify that program owner is ok with you discussing cost-plus services. Ceridian Wellness Seminars are designed to be delivered at your location or via webinars. All of our Wellness Seminars may be customized, at a cost, to meet an organization’s particular needs or situation. Please speak to your Account Executive to book a thorough needs assessment. Our facilitators are highly-skilled professionals with subject matter expertise. We utilize a variety of exercises, discussions, activities and proven training strategies to bring concepts to life and enhance learning and retention. Backed by over 20 years of training experience, Ceridian Wellness Seminars provide your organization with maximum value for your training investment. Lunch and Learn (Wellness Seminars) offer strategies to help employees successfully meet the changing needs of their work and personal lives. The sessions address managing stress, childcare and teen issues, balancing work and life, financial issues, enhancing personal productivity and helping older relatives. All of the sessions are appropriate for employees and management. Educational by nature, seminars apply to many situations and provide participants with practical techniques, strategies and useful “Take Away Tips” for future reference. Sessions are 60 minutes in length and designed to fit into a lunch break or anytime during work hours.

Manager Resources Series Special monthly series of value and interest to managers Tools available in English and French Past topics include: EAP Referrals Made Easy Maximizing Millennial Talent Best Practices in Promoting Wellness Programs Introducing the Psychological Health & Safety Standard Managing Virtual Teams A New Attitude: The Truth About Mental Illness What's New in Managing a Diverse Workforce  Strategies for Creating Work/Life Harmony for You and Your Team Building an Effective Training Strategy   LifeWorks Manager Webinar Series features ten, 30-minute webinars – available in English or French -- on a variety of subjects of concern to managers and leadership. Webinars are FREE of charge for LifeWorks customers. It’s easy – as long as you have access to a telephone and a computer, you can participate. You will receive your invitation each month in advance of the session, along with registration links. Interest is usually high and space is limited, so register early!

Life Articles for Managers Rating our skills as a manager Leadership and motivation Performance management Communication Managing change Managing people conflict These articles provide a wealth of resources to help managers and key personnel develop skills, resolve employee problems, and promote a safe workplace. Managers and key personnel can find solutions by reviewing the “Managing People” section, and reading LifeArticles and Quick Tips on a variety of topics such as delegating, communicating, and giving feedback.

LifeBalance… Increases employee productivity Decreases costs related to absenteeism Provides employees with the support and services they need to maintain wellness Prevents concerns from escalating Improves retention and recruitment Improves loyalty This slide explains why a corporation should invest in an EAP program.

Reminders Bilingual service available 24 hours a day Confidential program Products and services are available to you and your dependents as defined by your benefits plan LifeBalance offers support: by phone online in person

How to Contact LifeBalance By Phone Toll-free: 1.877.630.6701 En français: 1.877.588.1299 TTY: 1.877.371.9978 Online www.lifebalance.net User ID: xxxxxxxx Password: xxxxxxxx

How to contact LifeWorks By Phone Toll-free: 1.877.207.8833 En français: 1.877.307.1080 TTY: 1.877.371.9978 Online www.lifeworks.com User ID: xxxxxxxxxx Password: xxxxxxxxxx