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 Essential Functions

John Patrick Evans,
Certified Rehabilitation Counselor – Corporate Consultant
Washington State Department Social and Health Services
Division of Vocational Rehabilitation
EvansJP@dshs.wa.gov

2003
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  Essential  Functions
  •   The term “essential functions”   means the fundamental job duties of the employment position the employee holds or desires.


  • The term does not include “marginal” functions of the position.
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    Essential  Functions
  •    While the ADA does not tell  employers what jobs to have       or how to define them, it does mandate that for an individual   with a disability, the person’s ability to do the job be measured by analyzing the essential job functions.
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         Essential  Functions
  •   Essential vs Marginal Functions


    • All jobs have essential and marginal functions.


    • Personnel decisions must be based on the performance of essential job functions.


    • Personnel decisions should not be based on the person’s inability to do a marginal function.
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    Essential Functions
  •   Identifying Essential  Functions Is  Crucial To:
    • Development of accurate and objective job descriptions.


    • Developing appropriate interview questions.


    • Determining whether a candidate or employee  can perform each function, and with what      degree of competence.


    • Determining whether or not, and to what extent, specific job accommodations can be made for      a particular individual.
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   Essential  Functions
    • Essential Functions tend to be:


      •  Critical
      •  Necessary
      •  Fundamental
      •  Integral
      •  Crucial
      •  Imperative
      •  Indispensable
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Essential  Functions
    • Marginal Functions tend to be:


      •  Minimal
      •  Borderline
      •  Passable
      •  Extra
      •  Incidental
      •  Peripheral
      •  Accessory
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       Essential  Functions
  • An “Essential Function Analysis” focuses on the job tasks or duties actually being performed by the employee whereas a “Job Analysis” focuses on the site, environment, equipment or tools  the employee uses to accomplish the tasks or duties.
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     Essential Functions
  •    In identifying an essential function the employer should focus on the purpose of the function and the result to be accomplished, rather than the manner in which the function presently is performed.
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  Essential Functions
  • The Essential Function Analysis may  contain information on the manner in which a job currently is performed,  but should not conclude that ability to perform the job in that manner is an essential function, unless there is no other way to perform the function without causing undue hardship.
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  Essential Functions
  •    An Essential Function Analysis should identify specific tasks and major responsibilities.


    • What are the tasks you will hold the employee responsible for?


    • What does the employee actually do to carry out the tasks?
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             Essential Function
  •   The Essential Function Analysis should help to:


    • Determine if employee in the position is actually required to perform the function consistently.


    • Determine whether removing the function would fundamentally alter the nature of the position.
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   Essential Function
  • Concentrate on only those tasks that will carry out key responsibilities.


    • Do not include tasks which would be helpful, but not essential, if the employee could carry out.


    • Do not include tasks which the employee has done once and will never do again.


    • Do not include a “wish list” of future tasks.
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   Essential Functions
  •    Criteria Used As  Evidence of  Essential Functions:


    • Employers judgment when it is possible to substantiate the reasons for making  a function essential to the job.

    • Essential functions identified in advance  and whereas the employee is actually performing the function.
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            Essential Functions
    •   Criteria Used As Evidence of Essential Functions:


      • The work experience of incumbents in similar jobs

      • The work experience of past employees    in the job

      • Information included in the job description when prepared prior to advertising or interviewing
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            Essential Functions
  •    Criteria Used As Evidence of Essential Functions:


    • The amount of time spent performing the function
    • The consequences of not requiring a person in a position to perform a function
    • Terms of a collective bargaining  agreement (CBA)
    • Nature of work operation and organizational structure
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   Essential Functions
  • Changing Essential Job Functions


    • Employer’s are not limited in their   ability to establish or change the    nature or functions of a position.
    • The ADA requires that, for an individual with a disability, qualifications for a job be evaluated in relation to the positions present essential job functions.
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          Essential Functions
  •   Changing Essential Job Functions


    • When a position is first established.

    • While the position is vacant.

    • “Collaboratively” during the employees Annual Evaluation.

    • Periodically by updating employee’s job description.