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Section 2, Chapter 7

 

Definition:

Telework (also called telecommuting and remote work) describes a situation where an employee is working anywhere but in their traditional office. A typical scenario involves employees working at home either full or part time, but they could also be working on travel assignments or at remote work centers or on the road day by day. This chapter will focus on telecommuting programs intended to produce Commute Solutions benefits, such as reduced commute miles and office savings.


Benefits

Employer
Employee
Community
  • Reduced parking needs
  • Reduced office space needs and overhead costs
  • Less employee stress/better productivity
  • Better employee morale/retention
  • Decreased absenteeism and sick leave
  • More flexibility for personal and work time
  • Higher productivity
  • Less traffic congestion
  • Better air quality
  • Reduced fuel use

 

Challenges

  • Developing policies and procedure
  • Overcoming resistance from managers
  • Changing managerial styles
  • Making sure on-site work duties are "covered" when needed
  • Monitoring employees who participate
  • Equipping workers with needed technology and equipment
  • Feelings of isolation for teleworkers
  • Overworking participants and affect of bringing work into the home

Implementation Steps

Teleworking by far offers the greatest benefits for many employers, yet most are resistant to the idea. The popular refrain among middle management at major employers is often a hearty, "Teleworking is a great idea, but it won't work here." Either that or, "I need to see the workers to know they're working."

The fact is that teleworking will work in most situations and it will provide a higher level of productivity than that at the work site. However, a look at the lengthy "challenges" list shows that ETCs will need to consider a variety of issues when starting a telework program. And before an ETC can even consider the technical and administrative steps needed to start a program, a strategy for addressing management concerns is needed.

The key, however, is stressing the one benefit that results regardless of the employer's particular situation—productivity increases. Numerous studies have outlined in detail the increase in productivity among teleworkers. Figures vary, but conservative estimates show an increase in productivity of anywhere from 20 to 30 percent.

ETCs can sell teleworking as a productivity tool that often changes the way work is tracked and monitored for the better. (See Monitoring Work: The Telemanager, below). Finally, an ETC can propose a pilot project with a small number of teleworkers who are surveyed before and after the project, along with a survey of managers, to assess the benefits and problems with the program.

The Resources section has several helpful tools to analyze programs. Like alternative work schedules, telework requires written policies and procedures, along with a team effort to develop them.


1. Form a Team
Most Commute Solutions strategies require input from various people or departments at an employer to make sure the guidelines are comprehensive and fair. But for telework, the input is important, since employers will be dealing with the dynamics related to employees who probably will be working at home. So it's important to get the input needed from departments such as legal, human resources and environmental health and safety before implementing a program.


2. Make an Assessment
An ETC and Commute Solutions Committee should make an assessment for teleworking, something akin to the overall site assessment (See Section 2, Chapter 3), but also a different animal all together in that it goes more into the inner workings of each department.

For example, an employer may assess its situation and determine that various departments need additional office space and/or parking, something almost all Commute Solutions strategies can address. Additionally, the transportation survey and focus groups, along with management surveys, can provide an ETC the mind set of managers in relation to teleworking. But the assessment for telework needs to go a few steps farther.

The ETC should:

  • Examine workflow and job responsibilities
  • Record "coverage," how personnel are needed for on-site tasks and when
  • Determine how technology plays a role in the job responsibilities for the department, whether the technology is as simple as a paper cutter, or as complex as a PC network that needs the ultimate in security.


3. Select Types of Participants
The assessment above will provide the foundation for determining for whom telework is suitable at your work site. A few job responsibilities often suitable for teleworking:

  • Sales personnel
  • Call center or customer service agents
  • Communications positions (writers, designers, marketers, PR professionals, etc.)
  • Planners
  • Administrative positions
  • IT/Software professionals and web developers
  • Consultants

That's the short list. However, try to be creative and flexible and realize that every bit of teleworking adds to your productivity and the benefits to the community at large. All jobs have deliverables, tasks that can be measured with a final product. Try to pinpoint deliverables for each responsibility that will ensure it is suitable for teleworking

For example, the following job responsibilities are a couple often pegged as not suitable for teleworking and accompanying them are the most often mentioned reasons why they won't work for telework. The key in many instances is cross training, making sure someone else in the office has the training needed to fulfill the job responsibilities of someone who is absent. Cross training is invaluable for several reasons in that it prepares the employer for turnover, vacations, sickness and other times when a valuable employee is out.

Secretaries and Receptionists
How many times has the receptionist/secretary/administrative assistant been denied at-home work, vacations or even celebratory lunches because they had to "cover the phones?" Like any position, they need time to plan, organize and think outside the chaos of daily duties. Pinpointing a couple of days a month for the position to telework with set tasks will give the support person the time they need to focus on improving their work, and it will convey a sense that they too are part of the team.

Supervisors/Managers
Managers often claim they can't telework because they need to keep tabs on their workers and the tasks at hand on site all the time. However, to keep on top of the game, managers need to devote time to both the nitty gritty (answering e-mails, letters, phone calls, reading publications/journals, etc.) and the big picture (strategic thinking and planning, developing new models for the business, etc.), none of which are easy to do at the work place.

Taking a couple of days per month to telework for catch up and a couple of days for strategic thought can make all the difference in the world. Also, by setting tasks for them to work on at home and communicating the completion of those tasks to employees, the managers can demonstrate that they are being "monitored" and working hard remotely!


4. Consider Personalities, Work Styles and Motivations

Personalities, work styles and motivations also play an important role in choosing suitable teleworkers. Employees who need constant motivation might not thrive in an environment where they are all alone. Additionally, examine why an employee wants to telework. Needing flexibility to pick up kids from school might be acceptable, while wanting telework to substitute for childcare probably isn't acceptable.

5. Decide on technology and budget
The job responsibilities involved in teleworking also will drive the technology needed and the associated costs. For instance, if your work force primarily deals with simple written documents and communication, perhaps ensuring employees have Internet access at home is enough to provide for their teleworking needs. The company may subsidize the access or require the employees to pay for the service on their own.

However, many job responsibilities require a variety of technological services, such as:

Virtual private networks (VPNs) that allow for relatively secure access to the employer's computer network, meaning the employee can access files as needed, as if they were at the work site. Also, recent innovations in Internet technology have provided a variety of paid services that allow secure access to work place workstations with easy-to-use Web interfaces.

Virtual phone systems that allow teleworkers to receive routed calls to their telework site. For instance, a call center could send specific calls to the home of a teleworker on a line dedicated for business purposes.
Fax machines still are a staple of most businesses, although faxing by computer is a possibility with software or online services.

For complex telework situations involving advanced technology and specialized software (such as call center or customer service personnel with routed phone calls) a teleworking consultant may be needed. Most major telecommunications companies provide assistance for using their products and services, and private consultants also are available.

Once you have the positions, technology plan and budget for teleworking, you can start defining the guidelines for the project, recruiting employees and training them and their managers.


6. Developing Policies and Procedures
Written telework policies and procedures should be mandatory for any program. Fortunately, a variety of resources are available to draw from for these policies. (See Resources, below)


7. Monitor Work: The Telemanager
A telemanager is someone who manages teleworkers. The telemanager develops a system to track who is teleworking when, what tasks they are assigned and the completion of those tasks, as well as overall hours worked and a variety of other details.

Systems will vary for how detailed the telemanager needs to be in tracking and management. For instance, a telemanager overseeing writers might only need a list of articles and deadlines to follow through to completion, whereas someone managing multiple project, may need detailed reports outlining the status and time spent on each.


8. Train Them Both

Ideally, both the teleworker and telemanager need training to help them develop and implement programs. See the Resources section for training tools.


9. Prepare for the Effect on the Workplace
The good news is that, unlike alternative work schedules (See Section 2, Chapter 8), teleworking is fairly free from many labor laws and concerns, because employees are working the same number of hours, just in a different place than the traditional office.

The bad news is that many workers who aren't teleworking can be somewhat envious and doubtful about the benefits of their peers working from home. Written policies and procedures, along with publicized benefits and results of teleworking, should address this problem. Remember that teleworking is a strategy and privilege granted by management that benefits the business. Although employees often enjoy the benefits, they must be well suited for teleworking and follow policies and procedures—all at the discretion of management.

10. Prepare the Worker for the Effect Teleworking Might Have on Them
Be sure to communicate to employees the possible detrimental effects of teleworking:

  • Bringing work into the home place
  • Overworking because work is so accessible
  • Distractions to work flow (family, pets, etc.)
  • Isolation and lack of face-to-face interaction for those who telework often

A good training program will address these challenges.


11. Evaluate the Program
To evaluate the benefits of telework, it is helpful to gauge employee productivity before teleworking. Consider a survey or monitoring of employee tasks for several positions being considered for telework. Then perform the same process after a month of teleworking. Other evaluations may be needed as well, such as a report outlining possible office space or parking spaces saved and the cost benefits.


12. List Other Considerations
Quite frankly, there are too many to list! Again, telework offers tremendous productivity and operational benefits, but with so many issues to navigate for different job responsibilities and work situations, it's best that you explore some of the excellent resources listed below. Remember, numerous free resources are available to help you plan and set up telework programs.

Then again, professional and paid advice from consultants is best when you need extra help assessing your needs, convincing management of telework benefits, deciding on and implementing technology and providing for ongoing technical support.

 

Cost / Savings
See the Cost Savings Calculator (Section 5) to find out how much money employees can save by teleworking. For the employer, teleworking can result in significant savings from reduced office space and parking needs. However, costs also could be associated with technology improvements at the home and/or workplace.

 

Resources

State Energy Conservation Office (SECO)
www.seco.cpa.state.tx.us
512-463-1878
SECO provides assistance to state agencies and other organizations exploring and implementing telework programs. The agency also offers a host of telework documents, such as employee agreements and steps to implementation, and includes a list of helpful links to other telework organizations, resources and consultants.

The Telework Collaborative
www.teleworkcollaborative.com
A collaborative of five western states, including Texas, the organization promotes sharing of telework knowledge. The group also has a series of telework training kits with videos for employees and managers.

 

Case Study

The Texas Department of Protective and Regulatory Services was experiencing a severe turnover problem. The agency, charged with investigating child and adult abuse, employs thousands of caseworkers responsible for monitoring abuse and neglect cases.

"It's very difficult work, and we basically lose case workers to other companies or agencies within 18-24 months," says Ralph Salinas, division administrator for recruitment and retention. "So we were looking for different methods to retain them, and teleworking seemed like it might be a cost effective tool to do so." It also made sense, since the caseworkers were out of the office and in the field much of the time, he says.

In June of 1999, the agency began a telework pilot program called Delivering Accountable Services from Home (DASH). Caseworkers in the Houston area were provided with laptops and an additional telephone line in their home. "It turned out quite well, they all enjoyed it, there was a lot of positive feedback," Salinas says.

The success prompted the agency to expand the program, and it began working with the State Energy Conservation Office (SECO), which helped set up telework policies and procedures. To date, the agency has 7,500 employees and 458 teleworkers.

In addition to retention benefits, the agency has experienced a reduction in sick leave taken by employees and an increase in flexibility in planning for office space in its divisions across the state.

Starting in September 2002, the agency is expanding the program with new technology—Web based software used by caseworkers, for example—and different levels of teleworking for different positions. The goal is to double the number of participants within a year.


Forms / Maps / Templates

The Following Forms are produced by the Texas State Energy Conservation Office, and can also be found at their Web site at www.seco.cpa.state.tx.us.

Telework Guidelines
These generic Telework guidelines can be used by an organization to establish a formal program. Many state agencies, local governments and private companies and organizations have used these guidelines to establish their telework programs.
Telework Guidelines (PDF)
Telework Guidelines (Word)

Telework Request Form
This form is submitted by the teleworker to their supervisor to formally request teleworking as a work arrangement. This form is approved before an employee is allowed to Telework.
Telework Request Form (PDF)
Telework Request Form (Word)


Telework Agreements and Assignments

Telework agreements are used to provide an agreement between the teleworker and their supervisor. It is not an employment contract, merely a signed document that outlines the responsibilities of both parties. The Telework Assignment is a document that generally details the teleworkers' hours, Telework days and tasks plus any special agreements between the teleworker and their supervisor.

Telework Agreement (PDF)
Telework Agreement (Word)

Telework Agreement (ADA) (PDF)
Telework Agreement (ADA) (Word)

Telework Assignment (Attachment A) (PDF)
Telework Assignment (Attachment A) (Word)


Telework Task Log (Optional)
The Telework task log is an optional form designed to document the teleworkers work tasks for their teleworking periods. The teleworkers supervisor approves this form before the employee commences teleworking and is used to determine the quantity of work done and the amount of time required for that task during the teleworking period.
Telework Task Log (PDF)
Telework Task Log (Word)


Evaluation Tools
Telework Travel Log

This form is used to document the fuel savings, commute miles saved, travel time saved, hours teleworked, sick leave savings, office space saving and mode of transportation used by the teleworker. This information can be used by the organization to document compliance with state and local transportation demand management requirements and assessing the impact on traffic congestion, air quality and energy use related to the Telework program.
Teleworker Travel Log (PDF)
Teleworker Travel Log (Word)

Telework Surveys
Surveys are used as a systematic approach to evaluating a Telework program. Surveys provide information on employee interest in the program, strengths and weaknesses of program activities, measuring how well the program objectives are being met, helps program coordinators and executive management make decisions for continuing or ending programs, and supporting budget and staff allocation decisions. Please see Conducting Surveys for additional information. The following surveys were developed by the Washington State University.

Teleworker
Teleworker Survey - Before (PDF)
Teleworker Survey - Before (Word)

Teleworker Survey - After (PDF)
Teleworker Survey - After (Word)

Supervisor
Supervisor Survey - Before (PDF)
Supervisor Survey - Before (Word)

Supervisor Survey - After (PDF)
Supervisor Survey - After (Word)

Co-Worker
Coworker Survey - Before (PDF)
Coworker Survey - Before (Word)

Coworker Survey - After (PDF)
Coworker Survey - After (Word)

 

 

   


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Copyright 2002, The Commute Solutions Coalition