Hello everyone.
I've been reading these boards for as long as I can remember but my time has come to reach out as I am need of some assistance.
And sorry for posting under this thread but there wasn't anywhere else to go.
To sum things up, my MGR and I had a bit of an incident in which I was written up for. No biggie, just didnt see eye 2 eye on a particular policy but after refusing to meet with him"again" to "discuss it further" I was written up for insubordination. Now, prior to getting written up I called HR as I had a feeling this would get ugly and told them that I no longer felt comfortable discussing this any further w/my mgr. They told me to wait for the assigned HR person to get back to me b4 going into this meeting. I call HR again minutes b4 the meeting was to begin and ask them flat out, what do I do, this person hasn't gotten back to me, it's a hot issue.. do I take this meeting or not??? HR tells me, again, to wait for the assigned HR rep to call me back b4 I do anything. So I sit back and don't take the meeting...BOOM, insubordination write up!
So here lies the problem... I followed HR's directive, I waited... and waited..., And for the lack of action on my part I.E. not taking the meeting "again" with my MGR, I was written up.
HR pulled the calls and while they said it was a "grey area" they naturally sided w/MGMT as they never told me not to take the meeting!! Semantics if you ask me.
Now, Ive been w/this firm for 10 years, not so much as an Oral warning on my record. Now I have a written warning BUT here's where it gets better.... My MGR gives me such a sh*tty year end rating over this I DO NOT QUALIFY for my year end bonus!!! Notta, zilch. One write up, "grey at best" those are HR's words, and I get NO BONUS.
My question, do I have a case here? My mgr clearly has it out for me. Even if the write up was warranted, one incident the entire year and no year end bonus?? He gave me the lowest year end score possible. I spoke to an attorney who his very interested but do/can I go this route? My Firm is a FINRA member, do I need to go through the FINRA channel??
Thanks in advance.
I've been reading these boards for as long as I can remember but my time has come to reach out as I am need of some assistance.
And sorry for posting under this thread but there wasn't anywhere else to go.
To sum things up, my MGR and I had a bit of an incident in which I was written up for. No biggie, just didnt see eye 2 eye on a particular policy but after refusing to meet with him"again" to "discuss it further" I was written up for insubordination. Now, prior to getting written up I called HR as I had a feeling this would get ugly and told them that I no longer felt comfortable discussing this any further w/my mgr. They told me to wait for the assigned HR person to get back to me b4 going into this meeting. I call HR again minutes b4 the meeting was to begin and ask them flat out, what do I do, this person hasn't gotten back to me, it's a hot issue.. do I take this meeting or not??? HR tells me, again, to wait for the assigned HR rep to call me back b4 I do anything. So I sit back and don't take the meeting...BOOM, insubordination write up!
So here lies the problem... I followed HR's directive, I waited... and waited..., And for the lack of action on my part I.E. not taking the meeting "again" with my MGR, I was written up.
HR pulled the calls and while they said it was a "grey area" they naturally sided w/MGMT as they never told me not to take the meeting!! Semantics if you ask me.
Now, Ive been w/this firm for 10 years, not so much as an Oral warning on my record. Now I have a written warning BUT here's where it gets better.... My MGR gives me such a sh*tty year end rating over this I DO NOT QUALIFY for my year end bonus!!! Notta, zilch. One write up, "grey at best" those are HR's words, and I get NO BONUS.
My question, do I have a case here? My mgr clearly has it out for me. Even if the write up was warranted, one incident the entire year and no year end bonus?? He gave me the lowest year end score possible. I spoke to an attorney who his very interested but do/can I go this route? My Firm is a FINRA member, do I need to go through the FINRA channel??
Thanks in advance.