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How to tell your boss a co-worker is slacking?
I'll try to keep this as short as possible:
I am a clerk at a law firm. An asstant I work with (not my assistant, but an assistant of an attorney here) sends our clients papers to sign. When the papers are returned, they come right to me. I then process them, and send them to a paralegal. If the papers come back and are not properly signed, they are given to the assistant to re-send them to the client to be signed correctly. Well, lately, the assistant has not been sending them back. She will SAY she sent them back, and then when I follow up with her (days, weeks, sometimes even months later), I will find out it wasn't done. Then I look bad for taking so long to get them to the paralegal.
Today this happened with one of our top clients and the attorney is very mad. What happened: assistant sent out papers, I got them back, but they were not signed properly. I gave them to the assistant on march 30 with a note "pelase re-send- not signed right." and put a note in the file, and told the paralegal. I followed up with the assistant in June and she said she would follow up with the client. Then on Wednesday, the client called very upset that he didn't get his papers yet. The attorney got mad at ME for not giving the papers to the paralegal yet, when they were signed all the way back in March. I called the assistant to ask if she had proof of re-sending the docs and she doesn't. So this should really be on her.
This has happened 4 times in the last three weeks, and I am still waiting to hear back about some documents she lost from DECEMBER. I do not want to be blamed when the sh** hits the fan. How can I tell someone she is not doing her job correctly? Or should I suck it up and say nothing??
Re: How to tell your boss a co-worker is slacking?
I told on my coworker (who was fired eventually). I went to my supervisor and closed the door, sat and gave the list of things coworker had been slacking on, explained how it slowed things down and made me do double work and stressed me out. Supervisor started noticing, spoke to my coworker and started documentation that things didn't improve.
If you have a list of things done wrong, I would speak up
Clearly you need to speak up. The firm's, the lawyer's, and your rep are all on the line and you have some facts to shed light on this situation.
I would personally handle this particular issue.
Then, I would go in and explain exactly what's been happening...with your documentation.
Then, in the future, you should be CCing your boss on all emails to this other assistant (don't just pass along post-its and hard copies, make it electronic), regarding the passing on of documents and whether or not they were properly signed, so your boss can see tat you are on top of things and you are keeping dibs on the accounts.
Document the file with memos & follow ups.
After you don't get the docs back in a timely manner, either re-send them to the client yourself or go to the attorney & ask for guidance. Bring the memos showing how you followed up with the slacker but go no response.
Do not simply say this other person is slacking. When you go to the attorney show what you have done, what you have tried to do to work around the other person & have a potential solution ready (ie you send the docs out yourself if that is otherwise not allowed) With this evidence, the attorney will come to the conclusion that the person is slacking but you can't say it.