©2019 The Associated General Contractors of America, Inc.

Greg BakerEmployee Development DirectorAnderson Construction

October 10, 2019

HRIS and LMS Implementation -Lessons Learned

Construction HR & Training Professionals Conference

AGENDA

• Introduction/Background

•Platform Selection

•Data Structure & Setup

•Recruiting & Onboarding

•Learning

•Performance

•Demo

•Q&A

WHO IS ANDERSEN CONSTRUCTION?• Mission: Builder of Choice

• Lead & Manage by our Core Values

• Family Owned Company

- 3 Generations of Leadership – 70 years!

• Top 10 Northwest CM/GC

- 2012-2019 revenue growth: $250-$750M

- 850 total employees (1/2 union)

• integrated with CMIC

• Distributed HR model (No HR Dept!)

ANDERSEN DISTRIBUTED HR MODEL

Employee

Recruiting

Regional Emp Development Onboarding

Regional Emp Development

Wellness & Benefits

Wellness & Benefits Manager

Payroll

Corporate Payroll Lead

Performance

Manager

Learning

Manager

Drug & Alcohol and Fleet Driver Programs

Risk Management

Claims Management

Risk Management

Offboarding / Exit Interview

Regional Emp Development

HR/LMS System

HRIS & LMS IMPLEMENTATION

Platform

Selection

Data

Structure

& Setup

Recruiting &

Onboarding

Core HR,

Documents,

PTO

Learning

Performance

Performance

Employee

EngagementPlatform

Selection

PLATFORM SELECTION

Get aligned on:

• What is missing?

• What would success look like?

Key considerations:

• Company culture

• Current platforms (To integrate or not?)

• Current processes (Do they translate?)

• LEAN processes (Can we go paperless?)

• Improve tracking & reporting access

• And obviously… $$$

Lessons Learned

• Align on:

- Management expectations

- Measures of success

• Don’t underestimate effort for:

- Configuration (Get it right the 1st time!)

- Backloading (Cut-over timing)

- Managing the platform

• Employee User Experience

PLATFORM SELECTION CRITERIA

Key considerations:

• System Scope/Functionality

• Integration with other platforms

• Costs:

- Licenses (full/partial)

- Customization

- Maintenance

- Plus your team’s time!

• Employee interaction

- Desk, laptop, pad

- App (IOS/Android)

Lessons Learned

• Dig into functionality/demos

• Data structure/fields setup

• Get it right at the beginning

• Platform integration complexity

• Re-think your processes

• Be open to change

• Internal “Project Manager”

• Not the IT team?

• Apps can be pretty but…

• Have limited functionality

HR/LMS System

HRIS & LMS IMPLEMENTATION

Platform

Selection

Data

Structure

& Setup

Recruiting &

Onboarding

Core HR,

Documents,

PTO

Learning

Performance

Performance

Employee

EngagementPlatform

Selection

DATA STRUCTURE/SETUP CONFIGURATION

Scope clarity:

• Core HR database

• HR Workflow Processes

• Employee Documents “vault”

• HR Help Desk

• Recruiting/Onboarding

• PTO/Absence Tracking

• Performance (Reviews/1:1s/360s/kudos)

• Learning:

• JDs, skills, career paths, classes…

• Succession Planning

Lessons Learned

• Org and Reporting structure for:

• Multiple companies

• Divisions/Regions

• Multiple managers

• Movement between projects/mgrs

• Permissions/roles:

• Who can do and see what?

• Example: Emp vs Payroll Docs

• Masses of backload data

- Active employees only?

- Paper file scanning/upload

• Data integration isn’t simple

HRIS & LMS IMPLEMENTATION

HR/LMS System

Platform

Selection

Data

Structure

& Setup

Recruiting &

Onboarding

Core HR,

Documents,

PTO

Learning

Performance

Performance

Employee

EngagementPlatform

Selection

RECRUITING/ON-BOARDING/OFF-BOARDING

Key considerations:

• Recruiting process management

• Internal recruitment vs external

recruiters

• Application process flow

• Interview scheduling, recording, rating

• Candidate info flow to employee docs

• Automated onboarding workflow to:

• Payroll

• IT

• Wellness & Benefits

• Equipment/Vehicles

Lessons Learned

• Link company career webpage

• Online application process

• Candidate evaluation criteria

• On-Boarding workflow check lists

• Automated I-9 expiration

• Off-Boarding/exit interviews

• Attrition analysis a breeze

HRIS & LMS IMPLEMENTATION

HR/LMS System

Platform

Selection

Data

Structure

& Setup

Recruiting &

Onboarding

Core HR,

Documents,

PTO

Learning

Performance

Performance

Employee

EngagementPlatform

Selection

Career Path Development

JOB ROLES & LEARNING

Best

Delivery

Method

E-

Learning

On The

Job

Job Roles &

Descriptions

Required

Skills &

Competencies

by Job Role

Classroom

Internal

or

External?

Internal

or

External?

LEARNING STRUCTURE

Key considerations:

• Job roles & skills clarity

• Identifying Hi-Potentials

• Delivering the skills:

- Internal (SME) vs External providers

- Classroom vs on-demand E-Learning

- Individual vs Group learning

• Easy access to class Resources

• Accountability to manage/monitor:

- Employee

- Manager

- Mentor

Lessons Learned

• Job Descriptions with Skills

• Required Training by role

• Test in the classroom, convert to

e-Learning where it makes

sense.

• Internal development burden vs

purchasing external content

• Mentor can work (Or not)

• There can be too much training!

CAREER PATH FLOWCHART

EHS (Safety)

Field

Supervision

Operations

Management

Estimating

SAMPLE

LEARNING

MATRIX

Employee Development Training Matrix Key:

X Required O Optional

Rev 2c - Final 08/22/2019 Online "E-Courses" in red Future courses noted in blue text

When Course Hours Px Sr PM PM PE PC Supt FM IT Finance SDS EHS Legal Emp Dev

Onboarding Paperwork 1.0 X X X X X X X X X X X X X

Employee Handbook Acknowledgement 1.0 X X X X X X X X X X X X X

ASIOB 100 - Safety New Hire Orientation 8.0 X X X X X X X X X X X X X

Orientation (includes Core Values, Respectful Workplace, History, Safety, etc.) 4.0 X X X X X X X X X X X X X

SOP Orientation-The Andersen Way (Future) 1.0 X X X X X X X X X X X X X

IT Intro (Computer/Phone/Basics) 1.0 X X X X X X X X X X X X X

IT 101 – Basics (Future) 1.0 X X X X X X X X X X X X X

IT 102 – Security & Awareness (Future) 1.0 X X X X X X X X X X X X X

CMIC 150-E-Time* (If submitting time cards) 1.0 O O O O O O O O O O O O O

Finance/Accounting (Petty Cash/AmEx/Gas Card) 0.5 X X X X X X X X X X X X

Wellness & Benefits (Overview/Enrollment) 1.0 X X X X X X X X X X X X

Marketing (Picture/Resume/Project list/Contacts) 1.0 X X X X X X X X X X X X X

MAP/Emp Dev Intro/Training Plan/PTO processes 1.0 X X X X X X X X X X X X X

Exec/Ops Manager, Supervisor, and Mentor 1:1s meetings 3.0 X X X X X X X X X X X X X

Onboarding Total Hours within 1st week 24.5 24.5 24.5 24.5 24.5 24.5 23 24.5 24.5 24.5 24.5 24.5 24.5

CMIC 101 – JSP Intro 1.0 O O X X X X

CMIC 102 – Job Creation & Subcontract Entry 1.0 O O X X X

CMIC 103 – Contacts 1.0 O O X X X

CMIC 104 – RFIs 1.0 O O X X X O

CMIC 105 – Submittals & Procurement 1.0 O O X X X O

CMIC 106 – Meeting Minutes 1.0 O O X X X

CMIC 107 – Change Management 1.0 O O X X

CMIC 108 – Job Billing 1.0 O O X X X

Scheduling 201 – Primavera Basics (Future) 1.0 O O X X X O

Procore 101 - Project Manager (Core Tools) 1.0 X X X

Procore 102 - Project Manager (Quality & Safety) 2.0 X X X

Procore 103 - Superintendent 3.5 X X

Procore 104 - Project Manager (Project Management) 3.0 X X X

QMP 101 – Introduction (Future) 1.5 X X X X X X X

QMP 102 – Quality Control Tasks (Future) 1.5 X X X

OSHA 30 30.0 X X X X X X X

OSHA 10 10.0 X X X

CPR FA 100 - CPR/First Aid/AED 4.5 O O X X O X X X

Forklift 101 - Forklist Class I, II, IV & V 24.0 X X X

MEWP 100 - Mobile Elevated Work Platforms 4.0 X X X

Fall 100 - Fall Protection 5.0 X X X

CONSP 100 Confined Space Awareness Level 1 4.0 X X X

ASB 140 - Class IV Abestos Worker 4.0 X X X

Silica 300 - Silica for Supervisors 4.5 X X X

Erosion 100 - Erosion & Sedimentation Control Lead 16.0 X X

Predictive Solutions 1.0 X X X X X X X

DISC 101 – Introduction 2.0 X X X X X X X X X X X X X

Lean Bootcamp 101-104 10.0 X X X X X X X

Driver Direct 6.0 O O O X O X X X X

Group New Hire Lunch with EMT/Execs/Dept Dir 1.0 X X X X X X X X X X X X

Training Total Hours within 1st 6 months 45.5 45.5 65.0 69.5 28.5 123.5 105.5 3.0 6.0 19.0 116.0 3.0 13.0 147.5

Annual Smith Driving E-Learning* 1.0 X X X X O X X X X X X X 1.0

OSHA 2055 Cranes in Construction 22.5 X X X

OSHA 2064 Permit Required Confined Space Entry 20.0 X X X

OSHA 3015 Excavation, Trenching, & Soil Mechanics 20.0 X X X

OSHA 3085 Principles of Scaffolding 22.0 X X X

OSHA 3095 Electrical Standards 20.0 X X X

OSHA 3115 Fall Protection 20.0 X X X

EHS Training Total Hours within 1st 3 years 0.0 0.0 0.0 0.0 0.0 124.5 124.5 0.0 0.0 0.0 124.5 0.0 0.0

Operations

With

in fi

rst 3

yea

rs

Corporate Departments

25.5

Total Max.

Hours

9.0

124.5

By e

nd o

f firs

t 6 M

onth

s1s

t wee

k

138.5

COURSE CATALOG

+200 courses loaded

Course Types• Classroom (In person & remote)

• E-Learning (Internal & external SCORM)

• Quiz (Internal)

• Document / Reading Assignment

• Web Link (To external content)

Categories• Safety (EHS)

• Operations

• Leadership & Coaching

• Company Policies

• IT

• Personal Development

Lessons Learned

• Define Courses vs Resources

• Identify content SMEs

• Learn Camtasia & SCORM

• Experiment with delivery

• Jobsite vs main office

• Invest in training space

• Leverage video-conferencing

• Record for Resource Library

Location

• Each Region• Jobsite or Office

• Company-Wide• Video

TRAINING CALENDAR

Key Features

• Easy course scheduling• Course coordinator & instructor listed

• Attendee invitations via Outlook

• Creates Sign-in sheets

• Attendees/no-show tracking

• Posts to employee development plan• Attendee Feedback / Course Rating

Link to Development Plans

• Required courses by job role

• Expiring training “early-warning”

• Pre-approval option

• Annual training hours tracked

Lessons Learned

• Regional owners + corp oversight

• Employee ownership

• External course completion tracking

• Tough to “wean off” Excel

• Work vs home emails + texts?

• Proactive scheduling of needed

courses

HRIS & LMS IMPLEMENTATION

HR/LMS System

Platform

Selection

Data

Structure

& Setup

Recruiting &

Onboarding

Core HR,

Documents,

PTO

Learning

Performance

Performance

Employee

EngagementPlatform

Selection

PERFORMANCE

Scope

• Annual Reviews

• 1:1 Check-ins (monthly)

• Acknowledgements (ACCO-lades)

• 360 Feedback

Key considerations

• Corporate/Regional goal linkage

• Employee goal setting

• Skills Evaluation/Development needs

• Career Path discussions

Lessons Learned

• 2018 Annual Reviews

• 2019 monthly 1:1 check-ins

• Employee directed

• Focused topics

• 360 feedback

• Open-ended questions

• Client/trade contractor feedback

• Provide structure without changing

open-door culture

HRIS/LMS DEMO

October 11, 2019

HRIS and LMS Implementation - Lessons Learned

Greg Baker

Employee Development Director

©2019 The Associated General Contractors of America, Inc.

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Questions?

Construction HR & Training Professionals Conference