Advanced HR Services Provided by the Insperity Strategic Consulting/HR Services team

In addition to the HR On-Demand services provided to Workforce Administration™ customers, the Advanced HR subscription-based service may be added to help solve business challenges through the employment life cycle.

Advanced HR Services gives customers the strategic HR support needed, when needed, whether helping ensure compliance, attracting the right talent, developing leadership, aligning culture with business strategy or engaging and rewarding employees.

Below are the tools and services available through Insperity’s Advanced HR Services subscription model.

Service descriptions Customer choice – initial diagnostic options.........................................3

Service descriptions Catalog of available advanced HR projects Risk awareness...............................................................................4 Leadership/employee engagement...........................................5 HR leadership (focus on execution)...........................................11

Overview of Advanced HR Services

Service descriptions Customer choice – initial diagnostic options

HR compliance review

The HR compliance review is an objective analysis of the customer’s human resources policies and procedures. The review compares a company’s HR policies and procedures with HR best practices. Recommendations include a prioritized action plan that addresses identified compliance gaps to help reduce future liability. This evaluation positions the organization to fulfill its fundamental HR-related workplace compliance requirements.

DescriptionIf this is selected as the initial diagnostic option, we conduct an onsite visit to review current HR forms, practices, handbook/policies and other documentation (including personnel files) spanning the employee life cycle. The review covers hiring, benefits, compensation, safety/security, education/training and performance management/termination processes.

Deliverables• PowerPoint presentation outlining the evaluation and recommendations to improve HR-related compliance• Prioritized action plan to help protect the organization from HR-related risks

Business alignment survey

The business alignment survey is a business performance analysis that determines if the customer’s leaders are aligned with the organization’s objectives. This analysis includes an online assessment to address the existence of key strategies and tactics for five core human capital focus areas spanning the employee life cycle – attract, retain, maintain, develop and reward. The customer receives a report that includes alignment, proficiency and risk scores for each of the focus areas and identifies potential employment-related risk exposures associated with running the business and managing employees. The scores are developed through an analysis of employment practices, wage and hour laws, Occupational Safety and Health Administration (OSHA) guidelines and records management.

DescriptionThe business alignment survey captures leader perceptions of the company’s HR and business practices and provides data indicating leadership alignment, management proficiency and potential employment-related risks. The survey is standardized and has no customized questions.

Deliverables• Presentation of survey results outlining areas of human capital alignment, leader proficiency and potential employment-related risks, conducted onsite• Prioritized action plan to help protect the organization from HR-related risks

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Service descriptions Catalog of available advanced HR projects

FLSA review

DescriptionReview job descriptions and pay information for positions requested and provide information on potential compliance issues to help determine appropriate exempt/nonexempt classifications under the Fair Labor Standards Act.

Deliverables(10 hours per every five employee positions)• Review of exemption qualifications• Discuss findings and provide recommendations• Recommendations of how to change job descriptions and/or exemption status, if applicable

Web-based, instructor-led training: discrimination and harassment prevention DescriptionThe discrimination and harassment prevention course teaches employees by defining the terms associated with harassment and identifying types of harassing behavior. Key information about the importance of harassment prevention is covered. Supervisors also receive additional training about handling complaints and situations involving discrimination and harassment.

Deliverables(10 hours)• Discovery call to discuss needs and concerns that should be highlighted during training• Scheduling and delivery of up to two, two-hour instructor led web-based training sessions, with a maximum of 30 participants each. Each session is presented by a facilitator and producer team• Follow-up to notify you of any questions that arose during training and verify attendance

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RISK AWARENESS

HR process mapping

DescriptionDevelop processes to streamline HR practices and facilitate consistent application among managers and supervisors.

Deliverables(10 hours for all four HR process maps)• HR process maps are provided in Visio/PDF format for: – Opening and filling a job requisition – Onboarding a new employee – Addressing employee relations issues and employee terminations – Reporting a workplace injury

Reward and recognition program

DescriptionProvide customized guidance on building, implementing and managing a reward and recognition program. Identify and match the organization’s needs with reward and recognition program characteristics.

Deliverables(10 hours)• Discovery call to discuss needs and desired outcomes• Draft of reward and recognition policy outline

Performance management design

DescriptionDefine performance evaluation process and review specific competency and goal development for inclusion in the performance review system. Deliverables(10 hours)• Evaluation templates (manager and self)• A documented outline of the performance review process/policy

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LEADERSHIP/EMPLOYEE ENGAGEMENT

Interview guides

DescriptionCreate a customized interview guide specific to these roles:• Administrative support• Customer service• Executive• Individual contributor• Management• Professional• Production• Sales• Technical

Deliverables(5 hours per interview guide)• Completed guides to assist interviewers to prepare job-specific questions, avaoiding red flag questions and developing behavioral-based questions tied to key competencies• A rating scale and a place to capture interviewer notes

Job analysis

DescriptionReview and revise current employee job descriptions and key job duties for relevance. Help identify knowledge, skills, abilities and work environment, as well as identify essential and nonessential physical requirements associated with each role in accordance with the Americans with Disabilities Act (ADA) guidelines.

Deliverables(10 hours for every two employee positions)• A job analysis form for each employee position• A standard format and outline of essential job duties and key responsibilities, ranked in order of importance

Salary survey

DescriptionFurnish current market data for specific positions (e.g., salary structure increases and/or new hire offers).

Deliverables(10 hours per every five job titles with up to three locations per title)• Report of market data on base salary, bonus payout and total cash compensation rates for specified jobs and locations

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Engagement survey

DescriptionSurvey designed to capture level of employee engagement and alignment with organizational goals; standard survey with no customized questions; standard reports.• Standard 20 engagement survey questions, using the Likert rating scale (no customization)• Additional open-ended survey questions for detailed employee feedback (maximum five questions)• Demographic segmentation (maximum four demographic categories) – typically location, role, department and tenure

Deliverables(10 hours)• Detailed report outlining high-level summary of strengths and weaknesses• Demographic breakdown• Employee comments

Employee climate survey

An online questionnaire distributed to the workforce that assesses four areas of employee perceptions: communication, commitment, trust and employee engagement. The employee climate survey is conducted as a baseline and repeated annually. The findings help an organization build productive work teams and a dynamic place of employment. Surveys pinpoint areas of concern to ensure focused improvements are made.

DescriptionSurvey designed to capture employee perceptions about an organization’s communication and leadership commitment to employees, measure trust in the work environment and ascertain the level of employee engagement. This is a standard employee climate survey with no customized questions and standard reports.• Standard 50 survey questions, using the Likert rating scale (no customization)• Additional open-ended survey questions for detailed employee feedback (maximum five questions)• Demographic segmentation (maximum four demographic categories) – typically location, role, department and tenure

Deliverables(20 hours) • Detailed high-level summary of strengths and opportunities• Demographic breakdown• Employee comments within survey themes

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Tactical alignment inventory

An online assessment of an organization’s human capital health based on existing HR best practices.

DescriptionEach of the human capital tactics is rated excellent, good, developing, limited or not in place. Items are divided into 10 factors – recruiting, benefits/safety, compensation, financial integration, HR support, HR technology, organizational design, payroll/time tracking, performance management, and training and development. The report outlines an organization’s performance in each of the 10 factors, as well as potential risk associated with current state.

Deliverables(20 hours)• Visual report of existing human capital tactics • Web-based presentation of results

Strategic one-page plan

DescriptionHelp executives construct a clear strategic HR direction for the future of the organization. Session components may include purpose, goals and priorities, and execution management. Quarterly strategy reviews are recommended and may be requested for additional cost.

Deliverables(20 hours)• Initial discovery call to discuss readiness, goals and outcomes for the session• Agenda design and virtual facilitation• Pre-work SWOT assignment (identification of strengths, weaknesses, opportunities and threats)• Session documentation, including one-page planning tool

Workforce modeling/organizational charts

A consultative approach using proprietary Insperity® OrgPlus® charting program to visualize, plan and model organizational structure scenarios. Available data helps identify redundancies, cost savings and skill gaps.

DescriptionAssist with building organizational model and analyzing workforce with charts that help visualize and understand the impact of human capital on an organization.

Deliverables(10 hours)• Document of organizational chart, including up to five key data points, including salary, tenure and performance indicators (if applicable)• Visual representation of current state and future state scenario(s)• Potential cost implications• Areas of concerns

Change management plan

DescriptionWeb-based session engages leaders in identifying a plan for transitioning to a new way of working for maximum engagement.

Deliverables(10 hours)• Initial discovery call to discuss readiness, goals and outcomes for the session• Session design and web-based facilitation • Documented plan including change management strategy

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HR LEADERSHIP

Communication plan

DescriptionVirtual working session to design communication talking points and rollout plan for leaders to articulate messages to various stakeholders in the organization.

Deliverables(10 hours)• Initial discovery call to discuss readiness, goals and outcomes for the session• Agenda design and web-based facilitation• 30-60-90 day plan• Recap documentation including communication talking points

Mission/vision statements

DescriptionFacilitation of executive team process to identify or enhance a shared agreement of the mission and vision of the organization.

Deliverables(10 hours)• Initial discovery call to discuss readiness, goals and outcomes for the session• Agenda design and virtual facilitation• Initial written communication plan

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