AIHR

SEPTEMBER 2, 2024

Also, instead of creating a performance review document and sending it to managers, give them the freedom to create a document in a format that works for them. Instead of dictating the goals employees should achieve, invite them to set their own goals and plan how to achieve them.

Performance Management 115

Performance Management Manager Performance Review Implementation 115

AIHR

SEPTEMBER 16, 2024

Throughout the process, HR handles the necessary documentation and legal requirements and supports managers when needed. Example 12: Onboarding documents Onboarding documents typically include company policies, an employee handbook, and legal paperwork (such as the new hire’s employment contract and role-specific information).

Onboarding 105

Onboarding Retention Employee Engagement Manager 105

Lolly Daskal

JULY 2, 2024

A team charter is a crucial component of team success, acting as a guiding document that outlines the team’s objectives, roles, and operational guidelines. Practical Tip: Create a team agreement document that outlines these expectations and have each member sign it. But what exactly goes into a successful team charter?

Accounts 292

Accounts Operations Diversity Marketing 292

Help Scout Leadership

AUGUST 22, 2023

Help Scout’s Beacon gives your customers access to email and live chat support, help documentation, and proactive messaging—all right where they need it. Read the full article

246

246

Lolly Daskal

JUNE 10, 2024

Document and Provide Evidence: When discussing concerns with a bad leader, bring evidence to the table. Document specific instances where their leadership was detrimental, suggests Inc. This doesn’t mean rallying against the leader but rather finding collective ways to mitigate the impact of their leadership on the team.

Manager 271

Manager Leadership Development 271

Help Scout Leadership

AUGUST 3, 2021

With Docs you’re able to make both external and internal documentation. Private articles are only accessible by others with access to your Help Scout account, making it perfect for internal documents. All a customer has to do is open Beacon, and they’re able to search through your documentation without ever leaving the page.

Software 247

Software Small Business Benefits Energy 247

Help Scout Leadership

AUGUST 22, 2023

Customer support is a specific type of customer service involving skills such as documentation, product feedback, and technical problem solving. Read the full article

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214

Lolly Daskal

JULY 1, 2024

Keep a Record of Interactions: Document your interactions. Maintain Professional Boundaries: Establish clear boundaries. Be firm about your limits to prevent manipulation from affecting your work and well-being. Having a factual record can be invaluable, especially if the situation escalates or requires mediation.

Assets 298

Assets Employee Engagement Leadership Development Manager 298

Lolly Daskal

NOVEMBER 15, 2022

Once it’s all clearly defined, document everything in a follow-up email to the team. Define accountabilities and next steps, and make sure everyone has an open task list and that the owners are clearly identified. Solidify agreed-upon timelines for resolving open issues. Don’t forget to thank them for their time and effort.).

Accounts 362

Accounts Energy Leadership Development Manager 362

Peter Winick

FEBRUARY 13, 2023

A content library should be well organized and well documented, so that it can support your thought leadership in reaching scale. Let’s turn to the Agile Manifesto – the short document which in many ways was a spark that transformed software development in the early 2000s. And a few are well organized and fully documented.

Scaling 245

Scaling Software Deliverables Marketing 245

Peter Winick

JANUARY 26, 2024

My question, my thought, my suggestion is: Have you documented properly all the potential, or at least the top five, let’s say, moments that matter to your clients? It could be a new product launch. It could be a change in leadership. It could be lots and lots and lots of different things.

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197

Help Scout Leadership

AUGUST 31, 2021

For example: You will be supporting our customer base both directly through conversations and indirectly through creating and maintaining documentation. Spending time out of the queue to create new ways to excite and engage our customers, for instance: branching documentation, interactive email signatures, or proactive email campaigns.

Media 241

Media Small Business Marketing Implementation 241

Help Scout Leadership

SEPTEMBER 16, 2021

That being said, it will be a much smoother transition if you already have a handle on your documentation and training going into the partnership. Be prepared to spend a few days documenting the workflows for your highest volume conversation types and thinking about how you want to relay that information to your new team. The solution.

Small Business 246

Small Business Onboarding Scaling Metrics 246

Help Scout Leadership

AUGUST 22, 2023

Reliable, well-maintained documentation is vital to good service, but it is a huge job. Here’s how support teams can help technical writers produce better knowledge bases. Read the full article

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189

Help Scout Leadership

MAY 18, 2021

Maybe they’re not finding what they need in your help documentation, or they want to talk through an issue in real time, and email simply won’t cut it. When a live agent isn’t available, Beacon lets your customers search your help documentation within the chat widget. Sometimes customers want to talk to a live person.

Benefits 290

Benefits Software Media Sales 290

Help Scout Leadership

JULY 15, 2021

Self-service content like help documentation is always useful, and the more robust you can make it, the better. Creating a document that guides those choices makes decision-making simpler for your triage team and also helps create consistency. In fact, over 60% of customers prefer it over reaching out to support.

Education 290

Education Staffing Administration Compliance 290

AlignOrg

MARCH 25, 2025

These are often missing in business strategy documents. We have documented our departure and arrival checklist. Unique adventures include: Making new friends Having new experiences Learning new things Helping others with whatever expertise we can share. We have also made trade-offs.

Operations 98

Operations Implementation Travel Government 98

Michael McKinney

FEBRUARY 23, 2024

To further document empathy’s advantages at work, the Global Empathy Index, published in the Harvard Business Review , examined data from employee’s responses to questions ranging from a CEO’s approval ranking to their own happiness level in their job. It’s a quality that shapes our quest to meet unmet needs of customers.

Manager 314

Manager 314

Lolly Daskal

AUGUST 30, 2024

Document instances of toxic behavior, seek support from trusted colleagues or HR, and prioritize your mental health and well-being. This behavior creates a hostile work environment where employees feel unsafe and unable to speak up. If you recognize any of these signs in your boss, it’s essential to take action.

Leadership Development 236

Leadership Development Manager 236

AIHR

AUGUST 13, 2024

This clear visual reference can improve communication and collaboration amongst team members and ensure compliance by documenting operating procedures. HR software can automate tasks, including data entry, report generation, and document management. Use AI in HR 92% of Fortune 500 companies use generative AI (GenAI) in their workflows.

Compliance 98

Compliance Onboarding Human Resources Compensation 98

AIHR

DECEMBER 19, 2024

How to write a 90 day review using a template Phase 1: Preparation and data gathering Start by gathering essential documentation about the role and employee. Youll need the original job description, initial onboarding goals, and any documented expectations from the hiring process.

Onboarding 98

Onboarding Metrics Retention Compliance 98

Help Scout Leadership

FEBRUARY 25, 2022

Advice on getting your customer service staff interested in writing more help documents and creating space for them to do so. Read the full article

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147

Help Scout Leadership

JANUARY 12, 2022

This Ask Help Scout column includes advice on getting your customer service staff interested in writing more help documents — and creating space for them to do so. Read the full article

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147

AIHR

AUGUST 8, 2024

A succession planning template is a carefully crafted document that outlines and streamlines an organization’s succession planning process. An employee development plan template is a clear-cut document stating what an individual must do to expand their knowledge and skills and access more career opportunities.

Succession Planning 90

Succession Planning Leadership Development Accounts Scaling 90

AIHR

MARCH 28, 2022

Document your compensation and benefits offered 6. You need to have a clear understanding of how many employees you have and establish documents that are both legally necessary and will also help you in the long run as you work on personal development plans. Explore the state of HR in your organization 2. Start formalizing policies 4.

Compliance 140

Compliance Recruitment Compensation Onboarding 140

AIHR

JULY 12, 2024

W-2s), and other related documents Enroll in, change, or manage their benefits plans, including health insurance, retirement plans, and other perks Update their contact details, address, emergency contacts, and other personal information directly in the HR system Clock in and out, log work hours, and track their attendance records.

Digital Transformation 105

Digital Transformation Human Resource Information Systems (HRIS) Onboarding Software 105

AIHR

OCTOBER 28, 2024

Consider creating a document or handbook detailing important performance goals for managers. Performance evaluation goals: These goals involve evaluating an employee’s performance and documenting the level of skill, knowledge, and achievement the employee has attained. getting promoted to Marketing Manager within 2 years).

Performance Review 98

Performance Review Performance Management Employee Engagement Accounts 98

Michael McKinney

DECEMBER 28, 2022

Here are a few that people in jobs ranging from nursing home administrator to mechanical engineer are working on this week: For a client who’s finding their voice – participate in every meeting you attend for one month; for one who finds it hard to focus – document and prioritize a task list, then share it with your boss to become more aligned.

Human Resources 192

Human Resources Strategic Planning Performance Review Compensation 192

Help Scout Leadership

MARCH 3, 2025

Design really does matter layout and page composition can make a critical difference in helping your customers get the most out of your documentation. Here are some formatting tips to help improve your knowledge base articles. Read the full article

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113

AIHR

JULY 17, 2024

Include a section on this procedure in the employee handbook , and make sure new hires (digitally) sign a document stating they have received and read the handbook. HR tip Ensure employees are aware of the company’s grievance procedure. Harvard Business School details five main workplace conflict resolution strategies: 1.

Manager 111

Manager B2B B2C Onboarding 111

Alison Green

AUGUST 15, 2024

I emailed HR asking what this means for my documented, medical accommodation. I submitted all of this documentation over a year ago. Everything was going fine until the last couple of weeks, when: I was informed by HR that permanent desks will be eliminated and everyone will have to hot desk. HR says they will get back to me.

Software 111

Software Benefits Manager 111

AIHR

DECEMBER 20, 2022

Without a clearly documented employee exit process, the exit experience cannot be curated to ensure that all knowledge is transferred and that you have taken the opportunity to learn from the employee’s experience working within the organization. Step 2: Document the employee exit. Step 1: Manage the resignation. HR pro tip.

Assets 133

Assets Onboarding Workflows Recruitment 133

AIHR

AUGUST 19, 2024

Develop action plans : Document detailed plans with specific steps for implementing the strategy. Set priorities: Focus on high-impact areas and how best to allocate resources. This can help secure a higher return on investment (ROI) on your employee experience strategy.

Onboarding 119

Onboarding Employee Engagement Metrics Diversity 119

AIHR

AUGUST 2, 2024

They were once kept as physical documents in file cabinets but are now often converted to, or recorded into, electronic formats. Example 1: ATOS At Atos , an IT and consulting firm, a disconnect existed between the data in the company’s core HR system and that in its employee document management function.

Digital Transformation 116

Digital Transformation Software Human Resources Recruitment 116

Alison Green

APRIL 2, 2025

I’ve finished the actual writing and have all the required documents, except the FY25 budget. My main contact is the executive director, Helena. The deadline for the biggest grant of the year is tonight. We cant submit if any fields are empty.

Nonprofit 89

Nonprofit Revenue Energy Operations 89

Michael McKinney

APRIL 21, 2023

T OO MANY grantors feel that just preparing the documents for the passing on of the wealth — such as setting up a trust — is the end of the process. But it’s really just the beginning because their inheritors need to be prepared to deal with the wealth. Grantors need to share what they’ve learned about managing wealth.

Education 242

Education Manager 242

AIHR

DECEMBER 18, 2023

An HR strategic plan solidifies and documents your HR strategy. An HR strategic plan converts an HR strategy into a single written document. This document is a summary of the strategy so all stakeholders can understand it and put their efforts toward executing it.

Strategic Planning 111

Strategic Planning Recruitment Staffing Implementation 111