What Managers Should Do When an Employee Is Struggling

Jon Davies

Jon Davies

Research and Development at Leafyard

What Managers Should Do When an Employee Is Struggling

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Managers are now expected to be empathetic, uphold performance and navigate mental health disclosures, often with little more than the instruction to “check in more”. In that vacuum, three patterns dominate: some wait for unambiguous performance failure, some slide into informal counselling, and many oscillate between the two, hoping not to make things worse. The complication is that hesitation is itself a decision. Behavioural science shows how normalisation of deviance nudges managers to accept slowly deteriorating performance or mood as “just how things are now”, while optimism bias fuels the hope that a colleague will “bounce back after this project”. In-group favouritism means early signs are more likely to be noticed – and excused – in people who feel similar to the manager. This distinction matters. Without a clear boundary line, good intentions are unreliable.

What managers can own with confidence is the move from vague concern to a first, contained conversation. That starts with noticing patterns that affect work: missed deadlines, visible withdrawal, uncharacteristic irritability, cameras permanently off. The trigger is impact, not diagnosis. Remote and hybrid patterns make this harder; absence of corridor chat and visual cues means small changes are easier to miss or reinterpret as “just remote working style”. High-performance cultures may frame struggle as a personal failing, while ‘family-like’ cultures risk endless tolerance without structure. HR can cut through this by giving managers structured prompts – simple checklists that ask, “Has this been happening for more than a few weeks? Is the team affected?” – to counteract bias and delay. The manager’s first job is to link observable behaviour to work, invite a voluntary conversation, and resist pushing for personal detail.

In that first conversation, managers need a disciplined script, not an open-ended exploration. A contained frame might sound like: “I’ve noticed X pattern over the last Y weeks and I’m concerned about how sustainable this is for you and the team. How are you finding things?” The focus stays on impact and support, not on extracting disclosure or speculating about causes. This is where implicit models of the manager’s role surface. Those who see themselves purely as performance stewards may move too quickly to formal processes; those who see themselves as wellbeing allies may offer emotional availability beyond their competence. Both positions are understandable, neither is sufficient. A clearer organisational message helps: managers are not amateur therapists, nor are they neutral bystanders. They are first‑line observers with a duty to act proportionately when work and wellbeing collide.

Once that initial conversation has taken place, the decision discipline becomes crucial. Managers need three bounded roles, with explicit organisational backing: adjust, coordinate, escalate. Without this triad, “being supportive” drifts into unlimited flexibility for some, rigid formalism for others, and a sense among managers that they are improvising under scrutiny. Behavioural science is blunt here: supportive behaviours tend to expand until they hit a boundary. Informal arrangements that start as temporary kindness can become entrenched norms that are hard to reverse and hard for peers to understand. This is especially acute in close-knit or ‘family-like’ teams where saying no feels like betrayal. Conversely, highly driven environments may restrict flexibility to the point where struggling employees simply mask until crisis.

Adjust is the lightest, most immediate role. It covers short, transparent changes to workload, priorities or ways of working that help someone regain footing without colluding with long‑term avoidance. That might mean simplifying deliverables for a fortnight, clarifying which deadlines are genuinely immovable, or agreeing specific focus blocks with fewer meetings. The key word is temporary, with a review date and a clear link to performance expectations. HR’s role is to codify what “reasonable, time‑bound adjustment” looks like by level and role, so managers are not reinventing thresholds in every case. Preventative support matters here. Digital tools that build mental fitness before crisis – for example, microlearning modules on stress, sleep or boundaries, or Leafyard’s five‑day experiments that let employees test small changes quickly – give managers something concrete to signpost alongside any local flexibility.

Coordinate is the role most often neglected in guidance, yet it is where managers can have disproportionate impact without overstepping. Acting as a neutral connector means knowing, and confidently naming, the formal support routes: EAP, digital mental fitness platform, occupational health, HR, or union representation where relevant. The manager does not need to understand clinical thresholds; they need to say, “There are confidential options available; would you like to hear what they are?” Organisations that frame support as mental fitness rather than crisis intervention lower the perceived threshold for access. Platforms like Leafyard, with intelligent triage and interactive assessments, help employees choose between self‑guided content, live counsellor support or multi‑month journeys without manager involvement in the detail. This protects privacy while making it easier for managers to act early, because “coordinating support” becomes a standard part of good management, not an admission of failure.

Escalate is where duty of care overrides the desire to keep everything informal. Here, clarity is non‑negotiable. Managers need explicit criteria – agreed with HR and legal – for when they must involve others even without full consent: immediate risk of harm, significant safeguarding concerns, or sustained impact on team performance despite earlier adjustments. The ethical tension is real: confidentiality versus safety, consent versus obligation. Vague language about “use your judgement” is not enough. Structured escalation pathways, including who to contact and how information will be handled, reduce anxiety and inconsistency. Mental Health First Responder training can complement this by building a wider network of colleagues able to spot warning signs and provide safe first‑line support, while still signposting on to professional help rather than holding complex risk alone.

HR leaders also need to guard against quasi‑therapeutic drift. Extended one‑to‑ones that become emotional debriefs, managers offering personal phone access at all hours, or open‑ended flexibility without review all feel caring in the moment but increase risk over time. They can entrench avoidance, blur boundaries with peers, and leave managers emotionally depleted. A more sustainable design is to pair clear competence limits with robust, accessible support systems. For instance, when employees can move from a manager conversation straight into evidence‑based guided video coaching, structured journalling or 24/7 live chat with NCPS‑accredited counsellors, the manager’s role shrinks to what it should be: noticing, opening the door, and staying aligned on work. Leafyard’s behavioural analytics and board‑ready reporting then give HR visibility of uptake and outcomes at population level, turning a messy, emotive area into something that can be discussed with finance in pounds and pence.

The thread through all of this is disciplined simplicity. Notice early signals that affect work. Open a contained conversation. Then choose, consciously, between adjusting work, coordinating formal support, or escalating risk. Everything else – prolonged guesswork, avoidance, unbounded emotional labour – belongs on the cutting‑room floor. For HR Directors, the immediate task is to stress‑test current manager guidance and training against that decision line. Are managers clear on when to act, what options they can offer, and exactly where their role stops? If not, the next iteration of policy, training and digital support should aim for one outcome above all: managers who can respond early and humanely, without being asked to do the work of clinicians. When that boundary is explicit and supported by intelligent systems such as Leafyard, both performance and wellbeing become easier to protect.

This page is general guidance and does not constitute legal advice.

"One of the biggest challenges we face is equipping managers to balance empathy with clear decision lines. The article rightly points out how hesitation can become a default decision. By providing managers with structured prompts and a clear framework, we're helping them confidently bridge the gap between concern and action, without fearing they're stepping out of line or exacerbating issues."
HR Leader
Respondent to The Leafyard 2025 EAP Survey
What Managers Should Do When an Employee Is Struggling illustration

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Action Plan

1

Create Structured Conversation Prompts

Develop simple checklists and prompts for managers to initiate productive conversations about mental health. This would include criteria such as patterns of observable behaviours affecting work, ensuring that the conversation remains work-focused rather than diagnostic.

2

Implement a Mental Fitness Resource Hub

Set up a dedicated online hub within the company's intranet containing tools like Leafyard's microlearning modules and five-day experiments, to provide employees with proactive mental fitness resources. Collaborate with IT to ensure seamless integration and accessibility.

3

Train Managers on Wellness Escalation Protocols

Design and deliver a training programme for managers on when and how to escalate mental health issues, covering confidentiality, legal considerations, and the coordination of support routes such as EAPs and professional counselling services. Emphasise their role in linking wellbeing with performance metrics.

"Strategically, adopting a clear triad of 'adjust, coordinate, escalate' can transform our culture around mental health at work. It not only demystifies the manager's role but also shifts our focus from crisis management to sustained wellbeing support. This approach ensures we're not asking managers to be therapists but empowering them as crucial first-line responders in maintaining both team health and productivity."
HR Leader
Respondent to The Leafyard 2025 EAP Survey

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