HR Check Up

The information that you provide in response to the HR Check Up will be kept completely confidential.

Contact Information

Contact Name
Title
Company Name
Phone
Email

Business vitals

Business type (NAICS)
Number of full time employees
Number of part time employees
Number of contract or temporary employees
Annual revenue
Customer type
Your company’s geographic market

How are HR matters addressed currently in your organization?

We employ a full-time HR professional(s).
HR is covered by our office manager or another individual with dual responsibilities.
HR is covered by one of our company’s principals.
Professional Employer Organization (PEO)
HR Consultant
Other (please specify)

Indicate outsourcing services your organization currently uses:

Recruiters/headhunters Placement/temporary services Professional Service Organization (PEO)

Payroll provider

HR Consultant Benefits broker
Training consultants Executive coaches Other (please specify)

What changes did your company make as a result of the economy?

No changes were made Cut training budgets Laid off employees Closed an office

Increased medical insurance deductible

Salary freeze

Other (please specify)

Business Goals and Objectives

1. What are your most pressing HR concerns? (check all that apply)

Budget constraints      Experiencing growing pains Layoffs

Increasingly dispersed workforce

Demand for flexible work schedules Motivate and engage employees
Mergers/Acquisitions Increasing health care costs Employee morale issues
Performance Management Facing contraction Limited talent pool
Compliance-related issues Stagnant wages Employee retention
Other (please specify)  

2. What is your organization’s top three HR goals or objectives?

Recruitment Employee Training Staff Development

Employee Engagement

Benefits Compliance
Mergers/Acquisitions Compensation Analysis Creative "Cost Savings" Solutions  
Performance Management Supervisor/Manager Training Safety/Security
Other (please specify) Communications


3. On a scale from 1 to 5, with 5 being extremely satisfied, rate your company’s performance results in the following human resource areas:

  Extremely dissatisfied Moderately dissatisfied Somewhat satisfied Moderately satisfied Extremely satisfied
HR Strategic Planning
1
2
3
4
5
Compliance with HR laws and regulations
1
2
3
4
5
Employee manual/handbook
1
2
3
4
5
Benefit and Compensation plans
1
2
3
4
5
Performance management system
1
2
3
4
5
Ability to interview effectively and select for talent
1
2
3
4
5
Recruiting and retention processes
1
2
3
4
5
Staff training and development programs
1
2
3
4
5
Employee engagement strategies
1
2
3
4
5

Communication

4. Mark all of the following methods that your organization uses to communicate to employees:

  Always Usually Sometimes Seldom Never
Newsletters
1
2
3
4
5
Memos
1
2
3
4
5
Staff meetings
1
2
3
4
5
E-mail
1
2
3
4
5
Company website / intranet
1
2
3
4
5
Phone messages
1
2
3
4
5
Webcasts
1
2
3
4
5
Bulletin board in common areas
1
2
3
4
5
Mailings to employee residences
1
2
3
4
5
Attachments or inserts with paychecks / stubs
1
2
3
4
5
Off-site employee meetings
1
2
3
4
5
Employee handbook
1
2
3
4
5
Senior leader blogs
1
2
3
4
5

 

Compliance

5. How does your company learn about current employment-related laws and regulations affecting your business? (Check all that apply)

Payroll provider Benefits broker           HR Consultant

Workshops/Seminars

Trade journals / publications Professional organizations
Internet Professional Employer Organization (PEO)  
Other (please specify)  

6. Do you have a formal training program to educate employees and management on safety and compliance-related issues? (Check all that apply)

Sexual harassment prevention training          OSHA-mandated training         

Diversity/Sensitivity training

Interview/Selection training
CPR/First Aid training Take cover/ fire drills
Disaster preparedness training         Other (please specify)

7. Does your company have a formal process to address employee complaints or grievances? (Check all that apply)

Open door policy        Alternative dispute resolution           Grievance procedure

Disciplinary policy

Other (please specify)

8. Does your company have an Employee Manual? If yes, how frequently is the content updated?

Annually 2-3 Years Never Other (please specify)

Performance and Recognition

9. Does your company have a formal performance review procedure in place? If yes, how often are they conducted?

Quarterly Semi- Annually Annually Other (please specify)

10. Does your company have a formal recognition or incentive program to reward excellent and above-average performance? If yes, which of the following actions can lead to employee recognition?

Outstanding leadership skills        Bringing in a large project or a new client                  

Exceptional client service

Getting published or speaking at an industry event
Earning notoriety for a project or task Contribution to charitable organizations
Working extra hours         Contribution to professional organizations
Team player attitude   Technical excellence
Extraordinary contributions to a project Contribution to charitable organizations
  Other (please specify)


11. Mark all of the following recognition programs offered by your organization: 

  Offered to all employees Offered to some employees Not Offered
Customer service awards
Employee of the month awards
Annual achievement/performance awards
Team-based awards
Process improvement/idea awards
On-the-spot awards
Length-of-service awards
Awards luncheon / dinner
Alumni Program  (Retirement benefits, networking, etc)

 

Recruitment and Retention

12. Is a standard application of employment form used? If yes, how long are the applications maintained?

Yes, maintained until open position is filled

Yes, maintained for up to 6 months

Yes, maintained for one calendar year
Yes, maintained indefinitely     
Other (please specify)

13. How frequently does your organization use the following processes for selecting employees?

  Always Usually Sometimes Seldom Never
Interview with HR department
1
2
3
4
5
Interview with future manager
1
2
3
4
5
Interviews with key stakeholders (e.g., direct reports, indirect managers)
1
2
3
4
5
Realistic job previews
1
2
3
4
5
Assessment centers
1
2
3
4
5
Individual assessment
1
2
3
4
5
Background / reference checks
1
2
3
4
5
Personality tests
1
2
3
4
5
Cognitive ability tests
1
2
3
4
5
Job knowledge/skills tests
1
2
3
4
5
Personal history inventories
1
2
3
4
5
Drug and alcohol screening
1
2
3
4
5
Detailed job analysis (used for developing selection tools/systems)
1
2
3
4
5
Validation studies (analysis to determine the strength of the relationship between the selection tool/system and future performance)
1
2
3
4
5

14. Does your firm track turnover rates? If yes, how does your company's turnover rate compare to your industry?

Higher Lower Same

15. What is the average organizational tenure of your company's employees?

Less than one year

1-5 years

6-10 years
11-20 years
20 plus years

16. Mark all the following that are used by your organization to retain top talent?

  Offered to all employees Offered to some employees Not Offered
Succession planning
Special assignments/job enrichment
Special developmental opportunities
Mentoring / coaching
Process improvement/idea awards
Job shadowing
Networking events

Technology

17. What HR systems are automated at your company currently? (check all that apply)

Applicant Tracking System Time and Attendance Payroll

Flexible Spending Account

COBRA Administration Retirement Plan
Human Resource Information System (HRIS) Benefit Enrollment System  
Other (please specify)

Employee Satisfaction

18. Does your company measure employee satisfaction? If yes, does your firm offer any of the following feedback mechanisms for employees to use? (check all that apply)

Employee satisfaction surveys (physical or electronic)

Anonymous suggestion box (physical or electronic)

Employee satisfaction surveys (administered in-house)
Employee satisfaction surveys (administered by an independent third party)
Staff retreats (out the office)
Staff meetings (within the office)
Face-to-face meetings with executives for all staff
Exit interviews
None of the above

19. What programs, practices or activities does your firm have in place to increase employee satisfaction? (check all that apply)

Breakfasts/lunches/snacks

Golf tournament

Athletic events Holiday parties
Family picnics

Company anniversary celebration

Staff service celebration

Entire staff corporate retreat
Staff outings (movies, bowling) Staff and family outings (theme parks, bowling, sporting events)
Annual meeting Baby/wedding showers
Birthday celebrations Retiree parties/reunions
Staff contests Lunch time brown bags/seminars
Other (please specify)


Benefits and Compensation

20. How often does your company compare your benefits offerings with the market/competition?

Request competitive bidding annually

Request competitive bid every 2-3 years

Conduct analysis of provider networks Participate in industry benefit surveys
None of the above

 

21. Describe the health insurance program provided by your organization.

HMO

PPO

PPO as qualified HDHP PPO with H.S.A or HRA
EPO (Exclusive Provider Organization)

POS (Point of Service)

Indemnity  

22. Does your company have a formal compensation plan in place? If yes, what benchmarking methods has your firm used to stay competitive?

Benchmark salaries with industry

Hired an outside consultant

Participated in a peer review program that included benchmarking of compensation
Other (please specify)


Work/Life Balance

23. Do you provide your employees with resources to manage work/life issues? If yes, which of the following are offered?

Child care referrals

Family leave policy (beyond legal requirements)

Job sharing
Telecommuting
Flexible scheduling (e.g., flex-time and/or compressed work week)
Summer hours
On-site fitness/recreation center
Personal days
Bereavement policy
Concierge services (e.g., dry cleaning pick-up)
Leave sharing (option to donate personal/vacation days to other employees)
Wellness program
Lactation room
Employee assistance program
On-site exercise classes (e.g. aerobics, yoga)
Weight management classes
Phased return from leave
Other (please specify)


Training and Development

24. Does your firm offer any of the following types of training?

No, do not offer any training

Yes, offer in-house training by firm employees

Yes, offer online training system
Yes, offer reference books or materials for self-study
Yes, offer outside training seminars, conferences, or classes
Yes, offer executive coaching
Yes, offer a corporate university program
Yes, offer user groups or roundtable discussions (focused on employee training development)
None of the above

Culture

25. What does your company do to ensure a diverse, nondiscrimatory culture?

Specifically recruit women

Specifically recruit minorities

Offer a range of benefits that appeal to different people
Hold diversity seminars
Offer paid time off for religious holidays
Other (please specify)