Orientation for Employees/Managers Your EAP/EFAP & work-life/wellness resource

Please feel free to ask questions as we go along! Agenda Program overview How LifeBalance can help How to access the program Please feel free to ask questions as we go along!

Program Overview LifeBalance is available 24 hours a day, 7 days a week. Toll-free telephone number for all questions and concerns Voluntary and confidential No additional cost to you and your dependents Bilingual (English/French) Telephonic and in-person counselling available (national service), as well as video counselling live via webcam Support and resources available online at www.lifebalance.net and by mobile app Educational materials on a variety of topics Research conducted on your behalf

Confidentiality Confidential vs. anonymous Limitations Intake process

Our Counselling Approach Counselling may take place over the telephone, by video (live via webcam) or in person Short-term, solution-focused Number of sessions varies and determined on a case-by-case basis Our EAP counsellors must: Adhere to our service and quality standards Have a minimum of five years’ experience Hold a Master’s degree in psychology, social work or other human services field Be members of their respective professional body

How LifeBalance Can Help Retirement Midlife Student Life Legal Relationships Disabilities Crisis Personal Issues HEALTH Mental Health Addiction Fitness Managing Stress Nutrition Sleep Smoking Cessation Naturopathic Services FAMILY Parenting Couples Separation / Divorce Older Relatives Adoption Death / Loss Childcare Education WORK Time Management Career Development Work Relationships Work Stress Managing People Shift Work Coping with Change Communication MONEY Saving Investing Budgeting Managing Debt Home Buying Renting Estate Planning Will Kit

Emotional Well-being Relationship, marriage and family issues Stress-related and work-life balance issues Mental health concerns such as depression and anxiety Grief and loss Addiction and recovery Services & Tools: Depression Centre Resiliency assessment Depression assessment Resiliency tutorial

Parenting and Childcare Child-rearing Single-parenting and blended families Pregnancy, infertility and adoption Special needs Bullying Services & Tools: Becoming a Parent New & Expectant Parent Kit Child Safety Kits Questions Parents Ask blog Childcare/Summer Camp Locator Career Cruising for Teens

Caring for Older Adults Caregiver support and resources Alzheimer’s disease, other dementias Older adult health issues Long-distance caregiving Living independently, coordinating in-home care Searching for and assessing assisted living and long-term care facilities Services & Tools: Hiring an In-home Caregiver (booklet) 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 Services & Tools Career Cruising for Teens

Financial Personal budgeting Managing debt Saving and investing Basic tax planning Buying a home Basic retirement planning Services & Tools: Taking Charge of Your Money (audio) 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! Up to a 25% discount off services beyond the consultation (exceptions: Employment and Business law) Family law Real estate law Bankruptcy Criminal law Estate planning Services & Tools: Complete Will Kit & Estate Planning Guide (online) Divorce Toolkit

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: Stop Smoking Centre Naturopathic Services Eating Well Telephonic Nutritional Counselling Food & Fitness blog Healthy Weight Calculators

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: Becoming You: Finding Your Path in Your 20s and 30s

Midlife and Retirement Work after retirement Empty nest issues Growing as a couple Life and retirement planning Services & Tools: Retire, Rewire, Renew: Planning Your Life After 50 (online toolkit) Planning Your Future (booklet)

Everyday Issues Home improvement Moving and relocation Locating community resources Volunteer opportunities

On www.lifebalance.net you can... Search for information confidentially in five categories – Work, Life, Family, Health & Money Visit our Life Changes tab to support you during significant, stressful life transitions Access practical resources and educational materials, including: Articles online toolkits Booklets Podcasts and audio recordings Interactive tools on budgeting, investing, home buying, health and retirement planning Submit an online request to connect with a consultant OR order hard-copy educational materials

www.lifebalance.net

Life Changes

Mobile App for iPhone, Android and Blackberry Access www.lifebalance.net conveniently from your smartphone – and it’s FREE! Simply search for ‘LifeWorks’ in your device’s app store. LifeBalance LifeBalance You can also access articles, podcasts, audio recordings and more with our mobile app for your iPhone, Android or Blackberry. Just search for “LifeWorks” in your app store.

How to Contact LifeBalance Go online – 24/7 Access hundreds of articles, audio and multimedia resources, booklets and quizzes, locators, tutorials, assessments and calculators. Talk to someone – 24/7 Get advice and support by phone, as well as resources, recommendations and referrals. Toll-free: 1.877.630.6701 TTY: 1.877.371.9978 En Français : 1 877 588-1299 www.lifebalance.net username: XXXXXXXX , password: XXXXXXXX

LifeBalance is here to help. 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.

Management Consultation Service provided by our Organizational Services team to support managers dealing with workplace issues/concerns. We can: Serve as a confidential sounding board Help with sorting out complex, sensitive issues Coach for problem-solving, communication techniques Help identify resources Provide guidance 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 Consultations Employee performance, productivity and attendance issues Employee conflict Harassment in the workplace Discrimination Organizational change Support for employees who may be experiencing a mental health problem Substance abuse concerns Violence, threats and anger 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.

Types of Referrals Informal Monitored 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 Referrals Consult with your Human Resources team first. Contact LifeBalance management consultant before referring. Employer and employee to sign Release of Information (ROI) form. Employee can access counselling 24/7 through main EAP line –suggested timeline is within three (3) business days. Email or fax back signed ROI form. LifeBalance provides follow up regarding employee’s participation with EAP to Authorized Contact(s) listed on ROI. Upon employee’s completion of counselling through the EAP, LifeBalance to conduct 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.

www.LifeWorkshr.ca LifeBalance’s companion website dedicated to supporting program administrators and managers. Promotional materials Topical flyers to meet workforce needs Archive of support materials including quarterly newsletters, recorded webinars, monthly features, and more Research reports and manager resources

www.LifeWorkshr.ca LifeWorkshr.ca: (www.lifeworkshr.ca)   A self-serve, password-protected website designed exclusively for program administrators, HR personnel and managers containing resources to assist in the launch and ongoing promotion of the LifeWorks/LifeBalance program. You can access this site by entering the same User ID and Password used to access your LifeWorks/LifeBalance Online site.

Manager’s Guide Online manual to support you – available on www.lifeworkshr.ca How we can help and when to contact us Help with a wide range of employee needs When an employee is experiencing personal problems or emotional difficulties Performance issues Following up Commonly asked questions 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.

Manager Resources Series Special monthly resource of value and interest to managers Includes tools such as webinars, live discussion forums, podcasts, whitepapers, research reports and more Available in English/French Monthly reminder delivered via email directly to program administrators with access instructions   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

Ceridian Crisis 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. Types 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.

Employee Effectiveness Seminars More than 100 seminars for employees and managers Delivered at your location or via webinar Facilitators are highly skilled professionals 60 minutes in length, or more in-depth options such as continuing education tracks and coaching Sample topics: Managing stress/Balancing work & life Enhancing personal productivity Parenting and teen issues Financial issues 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.

Reminders LifeBalance is a confidential service available 24/7 to you and your dependents, and to your employees and their dependents. LifeBalance: Increases employee productivity Decreases costs related to absenteeism Provides employees with proactive, preventative wellness support, as well as treatment Prevents concerns from escalating Improves retention and recruitment Improves loyalty

How to contact LifeBalance Go online – 24/7 Access hundreds of articles, audio and multimedia resources, booklets and quizzes, locators, tutorials, assessments and calculators. Talk to someone – 24/7 Get advice and support by phone, as well as resources, recommendations and referrals. Toll-free: 1.877.630.6701 TTY: 1.877.371.9978 En Français : 1 877 588-1299 www.lifebalance.net username: XXXXXXXX , password: XXXXXXXX