Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Understand your customers interactions with your product and make informed product success decisions.
Define and track onboarding by phase, user progress, account, and portfolios.
Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Handle this critical component of the post sales customer journey.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Get a complete view of your customer and all their moving parts.
Deliver consistent customer experiences and repeatable success.
Create the right scoring system for your organization.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Track your tasks easily by account, product, and outcome categories for better efficiency.
Create dynamic segment across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Automate your actions, alerts, playbooks and more.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Improve decision making and actions for enhanced outcomes.
Unlock value from your data with our embedded Business Intelligence solution.
Meet the industry’s first virtual assistant (SIA) designed for customer success and account management.
Our core values, team, and community
Get in touch anytime.
Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Features and SDKs you can integrate into your apps.
Calculate the potential ROI you could achieve with SmartKarrot CS.
Unlock success with a Human Resource Playbook! boost performance, Empower & streamline processes, by automating your day-to-day HR tasks.
The business environment has never been less certain, more complex, more volatile, or more fraught with indistinctness than it is now. Heated labor markets, freelancing employees, socialized recruitment, and diminishing talent pipelines are the new normal. This means that you need to engage and empower your workforce in order to gain a competitive advantage over your rivals in the industry you operate in. According to the HR Magazine, 90% of business leaders believe that their workers help them achieve a competitive advantage in their sector.
A human resources playbook comes in handy in helping you build a new talent pool that can work toward steering your organization forward. This playbook is also vital to building new capabilities, altering behaviors among your employees, and improving their overall performance.
In addition to developing a robust workforce to help achieve your goals and objectives, an hr playbook encourages the human resource department to be forward-looking, more agile, and bolder in its decision-making processes. A human resources playbook will be very important in onboarding new hires, employee offboarding, and management of the payroll.Please read on to gain more insights into the human resources playbook and where you can download templates you can use to develop your playbooks.
A human resources playbook is an important tool that helps the human resource personnel and business leaders to create new talent pools, align people with processes by rethinking their experience, and build capacities for the future of businesses by cooperating with workers. It also supports employee empowerment and agile talent management.
A human resources playbook contains best practices, case studies, policies, tools, procedures, guidelines, and other resources that help human resource teams understand and shape the elements of the people required to maximize performance, identify risks and opportunities in executing your strategies, and align your employees with your company’s long-term needs. This playbook essentially assists in shaping the high-performing teams.
A human resources playbook is a valuable document for managers, human resource professionals, and employees for various reasons, including:
Onboarding and training of new hires: this playbook offers a structured way on how to onboard new employees. The document also helps new staff members understand your firm’s policies, culture, procedures, and expectations, thereby allowing them to effectively and quickly integrate into your organization.
Employee empowerment: workers can take up their roles in your company by referring to the human resources playbook to know their rights, benefits, and responsibilities, and how they can request for time off, air their grievances, and resolve conflicts, among other things.
Employee offboarding: this playbook is used in disengaging workers who either resign or are laid off. This document outlines how the employee offboarding process is undertaken to ensure that it’s seamless and smooth.
Consistency: this playbook is used to ensure the consistent application of human resource practices and policies across all the departments in your organization. This consistency makes the work environment equitable and fair, thus minimizing the chances for favoritism and misunderstandings.
Efficiency and transparency: the playbook outlines standardized processes that help streamline the operations of the human resource department. As a result, there is enhanced efficiency in recruitment, award of benefits, and performance management. This playbook also improves transparency when communicating the company’s policies, procedures, and expectations to your workers. This results in increased awareness and reduced confusion among staff members.
Compliance: the human resources playbook should be designed in line with the industry standards as well as the local labor regulations and laws. This ensures that your business adheres to the legal requirements, consequently mitigating your risk for legal disputes.
Conflict resolution: this playbook can have guidelines on how to solve conflicts in your workplace. The human resource professionals and managers can use this guidebook to consistently and promptly address issues when they come up to lower the adverse impact they would have on the working environment.
Scalability: as your business grows, it will become increasingly challenging to maintain consistent human resource practices. Fortunately, this playbook will provide you with a scalable solution by having standardized processes that you could apply across different departments, locations, and teams.
Continuous improvement: you can continue improving your human resource practices and adapting to the ever-changing situations by refining and updating your human resources playbook based on the changes in laws, feedback from your employees, and changing best practices.
Risk management: this playbook helps lessen the risks for reputational damage and lawsuits by documenting policies on data privacy, safety, harassment, and discrimination. This means that your organization can maintain a good standing in society by ensuring that vices like the ones mentioned above don’t happen in your company.
Cultural alignment: a human resources playbook can help you reinforce your firm’s mission, culture, and values. That way, your workers can understand how the roles they perform in your business contribute to its larger goals and objectives.
Payroll management: this playbook is also helpful in the management of your payroll to ensure that the payment of salaries is done without any delays, there are no errors in the payroll, and that statutory deductions are applied accordingly, among other things.
Due to all these benefits that you are likely to realize, having a human resources playbook in your company is therefore a no-brainer.
Due to the fact that human resources needs come in various forms and shapes, it becomes important to have different types of playbooks in your organization in order to comprehensively meet all of them. Smartkarrot.com understands that the process of developing playbooks is tedious and time-consuming. That’s why it has created different templates that you can use to develop your human resources playbook. These templates come with different components to make it easier for you to build your playbooks. The currently available templates at Smartkarrot.com for human resources playbooks include new hire onboarding, employee offboarding, and payroll.
New hire onboarding human resources playbook
New employee onboarding human resources playbook is a guidebook that helps human resource managers and specialists establish top-notch new hire onboarding programs. Whether you are onboarding conventional office staff, frontline retail personnel, or professionals who will be working remotely, this human resources playbook will offer you the best resources and practices to utilize.
This comprehensive document is meant to help the human resources department smoothly onboard new hires, therefore making sure that they start in a positive and productive way. An effective onboarding of staff members without a doubt leads to faster integration, improved employee engagement, and enhanced retention rates. It also motivates workers to feel more confident, be innovative, and develop beyond their scope of responsibilities, as a result benefiting your organization in a tremendous way.
A successful new hire onboarding process also augments a firm’s ability to convert prospects into actual customers, boosts client retention rates, and improves employee productivity and loyalty. This means that the success of your workers is normally pegged on the successful process of onboarding them when they are new to your corporation. But when you don’t have a standardized onboarding process, you may experience an unnecessary confusion during the first day of a new hire. For instance, new staff members may feel frustrated for having to spend the whole of their first day at your company completing paperwork.
This human resources playbook is very vital to your business as it spells out the organization culture, and it ensures straightforward communication in order to let new hires understand your company’s set standards, policies, and protocols. The new employee onboarding playbook is also important as it may help you make sure that your new hires can easily adapt to the organization culture and the working setting within the shortest possible timeframe.
Having all this data localized will not only help your business stay organized but also ensure that all your workers can access the pertinent company procedures, policies, and other crucial information whenever they need them. This playbook will further allow you to issue clear instructions to your staff members on what is expected of them. It will also help you create consistency in your corporation since having clear guidelines ensures that all employees receive the same information and level of training. Consequently, your new hires can achieve their set performance targets quicker while at the same time evading unnecessary mistakes that may lead to losses for your business.
Payroll human resources playbook
This human resources playbook includes the procedures, best practices, and processes regarding the management of payroll in your organization. It’s a valuable tool to the human resource professionals as it aids your company to have a seamless compensation process by streamlining the payroll functions to ensure that they are accurate, efficient, and compliant with the regulatory and legal requirements, such as the local, state, and federal tax and labor laws and regulations.
With this playbook, you can be guaranteed standardized payroll procedures, thereby reducing errors of omission or commission when processing employee payments, including salaries, wages, bonuses, and other benefits. The playbook exemplifies the steps to be followed when collecting, calculating, and verifying statistical data. It helps streamline the payroll operations by specifying the responsibilities and roles to be performed by different workers and the timelines for completing each task. Having this playbook in place makes sure that employees are paid in time and correct information is available for auditing purposes. The playbook can further help you avert any legal suits in the future for allegations of failing to observe the rules and regulations laid down by the government.
Employee offboarding human resources playbook
This playbook is very vital in smoothly disengaging employees who are laid off or those that resign. It contains the best practices, processes, and guidelines your company follows whenever a worker leaves. The document ensures an organized and seamless transition for the organization and the departing employee. The playbook outlines the process of offboarding workers to make sure that all departing employees are treated in a consistent and fair manner by following all the important steps.
This human resources playbook is vital in ensuring that you observe all the regulatory and legal requirements when offboarding staff members by making sure that all the necessary steps are followed, like fulfilling legal obligations, returning the company’s property, and revoking access to your systems. This playbook outlines the processes to be followed to deny the departing employee further access to the system and retrieve the firm’s devices they were using in order to reduce the threat of compromising the organization’s data or security lapses. The employee offboarding playbook also safeguards you from lawsuits or claims by former workers as it clears shows that you observed the established legal procedures when offboarding workers.
The employee offboarding process isn’t only concerned with security and legal issues but it also presents you with a chance to leave a lasting positive impression on the workers leaving your enterprise. Even as some of your employees leave your company, a well-executed offboarding procedure can improve their experience and potentially make them recommend you to other talents in the future and have robust alumni relationships. Conducting employee offboarding in a respectful and professional manner can help improve your company’s reputation.
The playbook also helps in the transfer of knowledge and responsibilities from the departing workers to their successors or colleagues, helping you maintain the continuity of ongoing projects and making sure that your firm doesn’t lose essential institutional knowhow. The playbook contains guidelines for gathering feedback from the employees leaving your organization through exit interviews, which can be helpful in identifying areas needing improvement.34
The current business setting is characterized by stiff competition among players in different sectors of the economy. You need to know how to effectively manage your workers to gain an upper hand over your rivals. The best way to do this is by having different types of human resources playbook. However, developing a playbook from scratch is not a walk in the park. You can, hence, take advantage of our playbook templates by heading to our official website for free.
Rakhin has over 10 years of experience driving business development and client services. In his prior roles, he stayed close to customers to understand their requirements and help them achieve their business goals. He is passionate about customer success.
Published September 26, 2023, Updated September 26, 2023
Discover the essential crisis playbook for Key Account Managers. Learn...
25 Oct, 2023
Discover the Strategic Account Manager's playbook for long-term succes...
Gain mastery in Key Account risk mitigation through the guidance of pl...
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.