💬 Join us to post & get advice from 50,000 HOA & Condo leaders.

Create Free Account →

⚡ Takes 30 seconds

Already a member? Log in

LaskaS (Texas)
Posts: 1,025
Posted:
Hello,

An employee has made serious allegations against a board member. The board is required to investigate the complaint. We are doing so.
We also are concerned that this employee may be trying to set the ground for a lawsuit. If the allegations are found to be unsubstantiated.
And of the board finds that there were several distortions of events in the employees complaint. What do we do?

Several things have happened that have set off alarms. And most of us are convinced she is trying to pave the way for a lawsuit if she is terminated for cause.

What are the boards obligations. On the one hand we are required to investigate the claims against this board member. However, based on information we have gathered ,there is plenty of doubt regarding what she is saying. We also recognize that false accusations do occur ..

these are not sexual harassment claims by the way.

Does anyone have any experience with an issue like this. ? We don't want to be sued. on the other hand, the accusations if true,do not rise to the level of criminal behavior. The employee is claiming to feel unsafe even though there has never been any physical or verbal threat. She has been yelled at for misleading board members.
KerryL1 (California)
Posts: 14,550
Posted:
Is this your "office manager?" Is she the one who said her car was keyed on your premises and she didn't feel safe?

Is she claiming a hostile work environment?

Who yelled at her? Are there witnesses? Just trying to get a little more background.
PaulJ6
Posts: 990
Posted:
Just don’t let the employee take part in a board meeting and don’t give any records to the employee. And don’t let the board minutes show anything damaging.

And fire the employee if you have documented grounds to.
SheliaH (Indiana)
Posts: 6,964
Posted:
I forgot about the situation Kerry referred to - what I'm wondering is why you haven't already gone to your association attorney about this? I would think he/she may need to refer you to someone who specializes in disputes between employer and employee, so get on the phone and start talking.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
LaskaS (Texas)
Posts: 1,025
Posted:
hi,, yes it's the office manager.
yes, she is claiming a hostile work environment . or rather, i believe she is laying the groundwork for an eventual lawsuit. This has come completely out of left field . Her 90 new hire period was getting ready to be over and unforutunately most of the office and record keeping and documentation of hoa records has not been done.

the board member isn't her boss. No single board member has authority over any employee.

The lawyers have been consulted. The board is meeting next week in executive session to review the accusations along with the board members response.

The response of the board member was requested by the rest of the board in writing.

The board member has denied all of the accusations. He has given his version of each of the events in question. There are no witnesses.
LaskaS (Texas)
Posts: 1,025
Posted:
also. regarding determining the merit of the employee mistreatment complaint.

i'm sure the truth is somewhere in the middle. After reading the board member response. It sounds to me like the office manager doesn't appreciate being called out for not being in the office during office hours. and or not leaving notice or forwarding phones if they are out on the property.

I'm sure the board member could be more tactful, but nothing in the complaint nor the response qualifies as harassment.

here is the kind of kind of "harassment" the employee is complaining about.

" board member called at 2:15 and asked why I wasn't in the office. I informed them I was on property with a mainteance employee while they were performing a drain cleanout. Board member told me that I should be in the office and there was no reason for me to babysit the maintenance employees."

this is the board members response.

I approached the office and noted that the office was locked. There was no note on the door. I called the office phone number and the phones had not been forwarded. I finally called the property managers cell phone and informed her that someone was supposed to be in the office or there should be a notice and phones forwarded. I also reminded the property manager that unless it was an emergency and the property manager was needed as a helper, the maintenance staff was very capable and I didn't think it was appropriate to leave the office unattended without notice.
LaskaS (Texas)
Posts: 1,025
Posted:
correction.
I don't want to put too many details here. Basically, the lawyer informed us to get the board members response and then have a meeting to decide if the complaint is credible.

If we do find that mr. x was overbearing and an asshole.. then what? Do we censure him? If we do, does that give the employees potential complaint more credibility if we end up firing her for cause.
PaulJ6
Posts: 990
Posted:
Quote:
Posted By LaskaS on 06/07/2020 12:54 AM
correction.
I don't want to put too many details here. Basically, the lawyer informed us to get the board members response and then have a meeting to decide if the complaint is credible.

If we do find that mr. x was overbearing and an asshole.. then what? Do we censure him? If we do, does that give the employees potential complaint more credibility if we end up firing her for cause.

I wouldn't use the HOA attorney for this. Get an employment lawyer.

I also wouldn't rely on my views of legal issues, particularly in this thread, but if I understand correctly, being a jerk to people in general is not prohibited. I would not censure him--that gives grounds to support the complaint.
AugustinD
Posts: 5,144
Posted:
Quote:
Posted By LaskaS on 06/06/2020 11:34 PM
I'm sure the board member could be more tactful, but nothing in the complaint nor the response qualifies as harassment. here is the kind of kind of "harassment" the employee is complaining about.

"board member called at 2:15 and asked why I wasn't in the office. I informed them I was on property with a mainteance employee while they were performing a drain cleanout. Board member told me that I should be in the office and there was no reason for me to babysit the maintenance employees."

This is the board member's response:

I approached the office and noted that the office was locked. There was no note on the door. I called the office phone number and the phones had not been forwarded. I finally called the property managers cell phone and informed her that someone was supposed to be in the office or there should be a notice and phones forwarded. I also reminded the property manager that unless it was an emergency and the property manager was needed as a helper, the maintenance staff was very capable and I didn't think it was appropriate to leave the office unattended without notice.


I suggest the Board do the following: Inform the board member that only the board as a whole can give direction to the employee, including giving opinions on how the employee should conduct him- or herself. Inform the employee that (1) all board members have been reminded of this; (2) the employee has the right to remind board members of this; and that (3) no further action is necessary.

Else as LaskaS indicates this is not "workplace harassment." I resent the twisting of unlawful discrimination on the basis of sex, race, religion (and several other protected classes), via harassment on the basis of being a member of one of these classes into some kind of general workplace harassment claim.

I think your board's giving this kerfuffle so much weight is a mistake.

Has this idiot of an employee perhaps been trained by CAI?
AugustinD
Posts: 5,144
Posted:
Quote:
Posted By LaskaS on 06/07/2020 12:54 AM
If we do, does that give the employees potential complaint more credibility if we end up firing her for cause.
Is there consideration being given to firing his employee for cause (for reasons completely separate from this latest employee complaint)? Because if so, this employee is playing you all to maximize her or his chances of winning an unemployment insurance claim. If and when she is fired, she will say the board fired her as retaliation for her complaint.

HOAs should avoid hiring employees and should instead use contracted companies for services.
GeorgeS21 (Florida)
Posts: 3,808
Posted:
No basis for anything, here, to me.

If the board member was accurate in their assessment, no issue with them calling the employee in them not following process.

Any board member should always write up their interactions of this nature.

So, Augustin, would only the prez be able to speak with the employee? Only the Board, after passing a resolution - assuming they meet really often? Only an officer of the board?

Attorney? Nah.

MelissaP1 (Alabama)
Posts: 13,836
Posted:
This really falls onto the relationship with the board and the employee/employee's company. If I recall, this HOA has decided to go with direct employees and not contract a Management company. Which is a bit unusual and not the best of ideas.

Plus was this person acting as a "board member" or a member whom tried to contact the office? There is the "board/employee" relationship and there is "Member/employee of the MC" interaction. If it was the latter then the HOA should contact the MC to make them aware of the situation. If it is the former, then the HOA needed to meet to discuss the issue and then taken action via board representative. (Typically the President).

I don't see a problem of this person not being in the office 24/7. Do not think that is reasonable. A MC can and should be able to leave their office to do their work. Sometimes you can forget to forward calls or put up a sign. Do not think this is something to complain about to the point of firing unless it's a case of them being neglectful.

Former HOA President
KerryL1 (California)
Posts: 14,550
Posted:
I think We've asked this previously and I'm still curious. Is this "office manager" a certified Property Manager, Laska??

SheliaH (Indiana)
Posts: 6,964
Posted:
After reading this, I would agree the truth is probably somewhere in the middle. It's true that the office manager could have left a note on the door and forwarded phone calls and emails before leaving the office. Even when you work in an office with other people, you usually let someone know (or at least change a voicemail) if you're going to be out for a certain period.

On the other hand, I suspect the board member was rude in what he said to the manager, especially if there have been issues with her before. I also wonder if there may have been beef between these two that could play an underlying reason why she thinks she's being harrassed (and he thinks he didn't do anything wrong).

I think there was a problem with the board member's approach - we weren't there, but if there have been issues with this office manager before, I can see him getting in the manager's face and yelling. That's inappropriate - and sometimes, this is how harassment lawsuits start. Especially if there's been beef between the manager and this board member before.

So, Augustin's approach is appropriate - I would have an executive session and let both sides tell their side before reminding the manager of the proper procedure - and telling the board member he needs to bring this to the board first. In fact, perhaps now is the time to review everything that's happened with this manager within the last 6 months or so - if there is a job performance issue, develop an improvement plan, put it in writing and then see where you are, say, 90 days from now. The president could be designated to speak to the manager if there are similar incidents in the future - AFTER it's been discussed with the board (and perhaps the association attorney or employment attorney {probably both} if shots are fired on the workplace harassment front).

As for the rest of the board, everyone could use some education on customer service and having difficult conversations. Difficult conversations aren't easy and people can and will try to push your buttons to the point you crunk out and say or do something you'll later regret. Responsible adults recognize this and try to be mindful of where their interpersonal strengths and weaknesses are and constantly work to fix themselves.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
AugustinD
Posts: 5,144
Posted:
Quote:
Posted By GeorgeS21 on 06/07/2020 7:03 AM
So, Augustin, would only the prez be able to speak with the employee? Only the Board, after passing a resolution - assuming they meet really often? Only an officer of the board?
As I think I indicated, unless problems and conflict are desired, a single director should not give an instruction or order to a manager. A request is fine, assuming the request is reasonable. Depending on the nature of the request, some consideration should be given to the board being informed of the request.

As you know, managers though frequently take direction from the President. Sometimes this is per prior agreement of the board. Sometimes a President is just being a d---.
SheliaH (Indiana)
Posts: 6,964
Posted:
To add to that, I just read an article on talking to relatives with different views of the current protests. It referenced a book that could be useful there or in any conversation where things get heated - "Why won't you apologize - Healing big betrayals and everyday hurts" by Harriet Lerner, PH.D

Here's a link for more information and I'm sure you can buy this online or perhaps get it from your local library - https://www.simonandschuster.com/books/Why-Wont-You-Apologize/Harriet-Lerner/9781501129612

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
AugustinD
Posts: 5,144
Posted:
Quote:
Posted By SheliaH on 06/07/2020 9:59 AM
I think there was a problem with the board member's approach - we weren't there, but if there have been issues with this office manager before, I can see him getting in the manager's face and yelling. That's inappropriate - and sometimes, this is how harassment lawsuits start.
Unless the harassment is based on race, religion, or one of the other protected classes, from my study such employee-employer lawsuits really do not exist. There is chatter on the net about harassing an employee so much that she or he quits and claims this was an unlawful "constructive discharge." But even these lawsuits are rare.

An individual seeking a restraining order against a harasser is fairly common, but this is a different animal.
LaskaS (Texas)
Posts: 1,025
Posted:
kerry,

sorry for not replying,

yes this is the office manager. no she is not a certified property manager.

As many of you are aware , we had a really bad property manager previously. The president continued to try and protect that manager. Finally after more than a year of complaints and issues, the board agree to fire the manager and hire a new manager.

The current property manager had no property management experience but she was sharp and seemed to be detailed. Approx 2 weeks into her employment, it appeared to me that she was not doing the job as outlined in the job duties. I tried to help her, walking her through the work order process and documentation requirements . She was not able to follow the guidelines. I stepped back and reported my concerns to the board.

Some other board members had their own concerns. One of those was the board member the property manager has accused of mistreatment.
One of the previous major problems we had , the office hours were not being followed.
For the new hire, we made clear that the office hours were 8-1, 2-5. lunch was 1-2.
Obviously, the property manager goes out on property throughout the day. However, the board made it clear that there needed to be some notice posted and phones forwarded.
The accused board member has repeatedly notified the board that owners have complained to him that noone is in the office during office hours and no notice or ability to contact the office manager.

Once I stopped trying to help the property manager with record keeping and documentation requirements, I also realized that decisions the board had made at meetings. Regarding actions to be taken , had not been followed up on. I would send an email and ask for updates. She always had an excuse and said she was not able to do her job because the board member that she accused, is often in her office asking for information or questioning why something hasn't been done.

The language she uses in the emails seems to be lifted from some kind of instruction manual "how to sue your employer for hostile work environment 101"

The board knows that mr.x is demanding and can often be abrasive. However, the board has made clear to the office manager that any individual board members suggestions are not orders. they are suggestions. She knows that board decisions are made by a vote of the board. My concern is she is using this to avoid actually doing her day to day job. Now that the 3 review period is coming up, The board amongst itself has raised several issues. We wanted her to work out so badly. Other board members have tried to work with her regarding fulfilling the requirements of documentation, record keeping. She has agreed to utilitze a system. When she didn't follow the old system, The board authorized the purchase of a software solution. Upkeep. She went through the orientation twice with the representative from Upkeep. 4 board members also went through the orientation . She assured everyone she thought it was very good and was enthusiastic about using it. That was a month ago. she still hasn't used it.

I personally believe she may not have computer skills and she is afraid or resistant to use the software solution. Even though she told us differently. I also know that she feels pressure as the 90 day trial period is coming up. When the board received the "employee mistreatment" email, it was on the exact day that we had scheduled a meeting to review her performance.

Again, I think this employee is using mr. x as a deflection for why she hasn;t been able to perform her job duties.

She isn't all bad. she is much better than the previous joker. However. I admit,that we settled on her because of the fact that she was familiar with the property and in the interview, assured up she understood the requirements of the job. The other candidates I had talked to either lived way too far away or were asking for a lot more money.

Back to the point, the executive meeting has been called for this wednesday to review mr. x response to the accusations. Some board members also see this as an attempt to create grounds for lawsuit.
I think if we meet and document that this meeting was to investigate the claims by the employee, then our obligation is done. However, the employees complaint I know first hand contained several distortions of events. Things that had nothing to do with her complain against Mr. X. But the events as she described them, if true, add to the list of complaints she has made.

Additionally, Mr. X is pissed. The board president let him know to stay away from the office or any interaction with the office manager . The president asked mr.x to submit his response to her accusations. line by line, in writing.
LaskaS (Texas)
Posts: 1,025
Posted:
Augutin,

The board agrees that no single board member has authority to direct the property manager. However, what can be done when the job duties and responsiblities and workplace procedures are not being followed.

The board meets once a month. Most of the board don't live on site. The meetings have been zoom since March.

The documentation,. work order system has not been utilized. Despite numerous requests by board members and assurances by the property manager she would start using it.

After noting several incidents where the office manager was gone and phones not forward and no notice left. Mr. X suggested some kind of dry erase board to be utilized. She complained this was micromananging.

Anyway, Should the board order mr.x to have no contact with the office. I feel like she used this complaint to delay the review of her 90 day period and to provide an excuse for why she hasn't done some of the major components of her job. However, when she throws out things like ."denied by break, mr.x yelled and I felt trapped" " Mr.X spends hours in the office and won't let me work"
and the title of her email was "employee mistreatment"

Mr. X's response portrays a quite different scenario. it's he said she said...

LaskaS (Texas)
Posts: 1,025
Posted:
Mellisa.

The property manager claims Mr. X implied that she was not going to be approved by the board without his help. The property manager claimed that Mr. X instructed her to do things and said this is what the board decided.

Mr. X denies every instructing her to do something that was not already approved by the board. He said he did question her as to why she hadn't done something that was approved by the board 2 months ago. Also, In response to her still not utilizing the upkeep or any system, Mr. X reminded her that the job description required her to use a work order system and follow documentation procedures. If she wasn't doing that, then she wasn't doing her job.

I'm taking this info from mr. x's response so if the verbage is the wrong tense. I apologize.
LaskaS (Texas)
Posts: 1,025
Posted:
Additional Info, At the executive session last week where we disccussed the property managers performance issues.

We voted and gave the president authority to direct her and interact with her on issues, outside of normal maintenance involving, most major areas of the property,, roofing, plumbing, sturcture. etc.. The treasurer direct her on procedure requirements for submitting invoices, and all procedures involving financial transactions.
Mr. smith would be the contact point for making sure that the first draft of meeting minutes after every meeting would be submitted within a week. He would make sure approved minutes were uploaded to the web site.
Laska has the authority fo the board to interact and direct property manager regarding landscape improvements., outside of normal weekly mainteance.

We thought we had a good plan going forward and then we received the complaint.
CathyA3 (Ohio)
Posts: 6,299
Posted:
Not sure if I read past someone else's comment, but I advise that all communications with the PM be in writing, with the message agreed upon ahead of time, and all board members copied. No unscripted, off the cuff responses. Messages should be brief and factual, no arguing back and forth - especially do not respond to emotionally-laden comments or accusations. You want evidence of reasonable communications with this person. Also document her failures to perform her job. You want to put a stop to any he-said she-said nonsense.

Some people are very skilled at creating turmoil and at splitting groups apart, which is what I think I'm seeing here. The next step would be to share her sob story with homeowners to get them on her side, so watch out for that.

Depending on how poorly she performs, I recommend against terminating her for cause and instead just not renew her contract. If you try to fire her, she'll probably just tie you up with legal action until the contract ends anyway, so you may as well save the money and use your time to look for a new PM. As someone else noted, I don't see the advantage of having an employee instead of an independent contractor. Employees do have rights that contractors don't, and why tie your hands if you don't have to.
SheliaH (Indiana)
Posts: 6,964
Posted:
If this person's hellbent on taking legal action against the association, there's nothing you can do to stop it, and just because that may happen shouldn't mean you hesitate in doing what needs to be done (it's one thing to threaten to sue, another to actually do it and you still have to get a judge to agree with you, which isn't guaranteed). The key is being fair and to focus on job performance and what Mr. X said. Actually, the way he said what he said is the problem - you indicated he's often abrasive and demanding. Even if he was correct in what he said, when you behave like a butthole, it wrecks your credibility and people will likely forget what you said or not take it seriously. Why should they - if Mr. X speaks to an employee like this, I hate to think what he'd do to a homeowner.

Go ahead and have your meeting, document the hell out of what happens, and focus on the accusation at hand. If there have been similar distortions of events and you can prove it, don't bring them up, but save them if/when you need to present that information to the judge, if it comes to that. In the meantime, the lady's job performance is an underlying issue and if there have been issues from day one, your board has a heavy decision to make. This is why most employers have a 90-day probationary period so both sides can see if this is the right fit. The lady may be a nice person and smart, but sometimes the job simply isn't the right fit. Maybe it's not so much the job as the personality clashes, and your board needs to take some responsibility for that.

To wit - there should have only been ONE person giving her direction and the board should have decided from the beginning who that should be. If you or other board members had concerns about her work, they should have been referred to that person (e.g. the president) and then he or she could follow up.
Instead, there were different board members telling her how to do her job - you were one of them. That's not to say you were wrong - all of you meant well, but perhaps too many people were in her ear. One moment, she does something YOU were happy with, but then Mr. X screams at her for doing it that way. How do you expect anyone to do their job when five or six people may be giving him or her five or six instructions on how to do the same thing? In fact, where's your 0policy and procedures manual she could refer to? That way it would be easier to say "the policy says X, but you did Y"? Don't have an employee manual? If not, why not? Finally, ALL OF YOU knew she didn't have any experience - how much time did you spend on employee training?


If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
LaskaS (Texas)
Posts: 1,025
Posted:
shelia,

one person only communicating was the problem we had previously..

that is why we have separated it into clear defined areas .

we are all volunteers.. relying on one person to do all the work and training and oversight didn't work before. nothing got done.
SheliaH (Indiana)
Posts: 6,964
Posted:
I didn't say one person does all the work and training. If you're saying the manager goes to one person for record-keeping, another for finances, a third for CCR violations and so on, that could work, but for efficiency's sake, it may be easier for the manager to go to the president, who refers the question to the designated board member for follow up. You may have different people overseeing different areas, but that doesn't mean everyone can't prepare policies on his/her specific area. Upon approval by the entire board, put them in a binder, make sure copies are given to the manager and each board member, so no one makes things up as they go along.

This person works for the association, the board hired her, so it's important that she was put in a position to succeed. When the employee isn't doing what's expected, the first place to look is at the supervisor - if those instructions aren't clear or weren't given, that needs to be fixed. If the person simply isn't listening for whatever reason, that also needs to be addressed, because they must do the job the way the association wants it done. If the board tried all that and nothing worked, you must now decide if you want to stay with this person or move on - making sure association services are provided by having the right manager is more important than worrying about something that may not even happen. It's ok to talk to your association attorney and an employment attorney before doing anything (in fact, I recommend it). She may even decide to quit after all this - if she does, that's ok. You can deal with the ensuing fallout if and when it happens.


If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Typically our Pres works closely with the PM and is the main point of contact. Our BOD will also designate specific tasks to our BOD Members and if for that task, and that task only, it requires them working on one with the PM, so be it.

BOD Members should not capriciously deal with the PM.
GeorgeS21 (Florida)
Posts: 3,808
Posted:
This is an easy one ... make sure your facts are straight and start looking for a new employee - via a company you pay to manage the employee.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Laska

Just to clarify. The PM is an employee of the HOA versus an employee of a Management Company your hire? I also see you have had issues with her in the past. If an employee, I say build a case against her and fire her. Do not fight her on a unemployment claim and then let the chips fall where they do.
LaskaS (Texas)
Posts: 1,025
Posted:
Excellent advice from all of you who responded. thank you.

.

🎯 You've read this entire discussion

Join the conversation with 50,000 HOA & Condo Leaders:

  • ✓ Ask follow-up questions
  • ✓ Share your experience
  • ✓ Get expert advice
  • ✓ Access 350,000 discussions
Create Free Account →

⚡ Takes 30 seconds

Already a member? Log in here