Recruitment Strategies Starter Guide: Learn the Basics

When hiring for your company, having a recruitment strategy brings in more qualified candidates. It saves you time and money while increasing efficiency among your hiring staff and helping you find the right applicants sooner. You need a recruitment strategy tailored to your company, so knowing how to create one by using the right tools and taking the right steps is vital to how your hiring process will go.

What Are Recruitment Strategies?

A recruitment strategy is a hiring plan that works to target and attract your ideal candidates for the role. It opens more opportunities to hire exceptional talent that fits your business needs and company culture.

The right recruitment strategy varies based on your business and hiring goals. Your strategy should lay out important parts of the hiring process to clearly define the role you’re hiring for, where you want to post the position, when to list the job online, and how you’ll evaluate each candidate. A recruitment strategy works to standardize the hiring process so that all candidates and criteria get evaluated equally.

A screenshot showing a heading on the left that reads “Recruit quality candidates with Zoho’s all-in-on talent acquisition solution” with text and buttons to sign up or request a demo below. On the right is a person sitting cross-legged with a laptop on one knee, a crown drawn on their head, and a steaming drink at their side.
Zoho Recruit is an asset to your recruitment strategy as a powerful ATS.

The same recruitment strategy won’t work for every business, so it’s important to take the elements that benefit yours most and use them to your advantage. For example, you’ll want to consider which platforms and methods work best for finding candidates in your industry.

Many recruitment strategies involve hiring a contract recruiter as an expert who knows where and how to find the right people for your company. You can also use recruiting software, like Zoho Recruit, to make the process even easier.

A good recruitment strategy will connect you with passive candidates and let them know you need their skills and talents. It will also attract high-quality applicants who are actively searching for positions like the one you’re hiring for. Instead of throwing your posting into the void, a recruitment strategy customizes your hiring process.

Benefits of Having a Recruitment Strategy

You’ll see immediate benefits throughout the hiring process with a proactive recruitment strategy. The right one will drastically cut down the time you spend searching for qualified candidates, as well as the time spent on repetitive tasks like sorting resumes.

Because you will have more accurate knowledge of which candidates fit your company, you’ll spend less time conducting interviews. You’ll likely have to interview fewer candidates before you find a good fit. By clarifying the role and your expectations in the job posting early on, your candidates will come in with a better understanding of what you want, leading to better communication during your interviews.

A screenshot showing a header on the left that reads “Find talent and let talent find you” with text beneath it against a white background. On the left are colorful bubbles with portraits of three different people in them.
Zoho finds your talent fast with its advanced recruitment tools.

Along with greater efficiency, you’ll have more successful interviews that give you a better idea of which candidates have the most experience and compatibility with the position and company. You can also ask better questions, evaluate candidates more accurately, and set clearer expectations.

A recruitment strategy gives you access to more candidates in niche spaces to create more lasting connections. For example, if you connect with prospects at a job fair and they sign up for your newsletter, they are more likely to remember you when you’re hiring for another position.

Perhaps most importantly, you make better hiring decisions. As a result, your recruitment strategy has the lasting benefit of employee retention. When you hire an employee who is a good fit, they stay with the company longer because they know what to expect when they accept the job.

Recruitment strategies help you hire new talent faster and prevent other employees from burning out. That means those employees are also more likely to stay with your company. You create an environment where employees feel valued by fulfilling their expectations and being consistent with your processes, including hiring.

What You Need to Get Started with Your Recruitment Strategy

Whether you hire a contract recruiter or keep things internal, recruiting software helps you keep track of what you post, where you post it, and when you posted it. Zoho Recruit is a great Applicant Tracking System (ATS) that shows your progress and organizes the hiring process.

Zoho Recruit shows you who’s applied, where they are in the process, their skills, and other relevant information. This becomes an asset when you have a lot of applicants, as it saves time for hiring staff and improves productivity.

A screenshot showing a header in the top left corner that reads “Hiring Pipeline” with text below it. On the bottom right are several tabs representing different parts of the hiring process with a table beneath to show how many applicants are at these different stages.
Zoho Recruit has tools to kickstart your hiring process, no matter what stage you’re at.

When you first create your recruitment strategy, determine your hiring needs before anything else. This gives you insight into what you should put in the job listing, helps you find the best job boards, and leads you to the most qualified candidates. You’ll want to include the hours, salary, benefits, and duties for the position, along with relevant company information and anything else your candidates need to know before they apply. Have this information on hand when you speak to potential contract recruiters, too.

Make sure you choose the right contract recruiting firm if you go this route—and it does benefit you to work with an expert. Each firm has different niches and specialties within those niches. Choosing the best fit not only for your industry but for your company is a game changer.

How to Find the Right Software for Recruitment

A good ATS helps you process applicants more efficiently and shows you the best ones based on the skills you’re hiring for. It keeps your applicants organized in its system, sorts resumes, and tracks the interview process for each person.

Your recruiting software should simplify your hiring process and solve the problems you spend the most time correcting manually, like resume screening. It should also integrate seamlessly with other tools you use in order to streamline the process. 

A screenshot showing a header on the left that reads “Sharpen your social recruiting game” with text and statistics below. On the right are layered bubbles depicting different job titles and locations below various social media logos.
Zoho Recruit makes it easy to meet your candidates where they’re at online with social media recruiting tools.

When searching for the best software for recruiting, consider a solution that helps you source applicants, increases candidate engagement, and keeps candidates informed during the hiring process. You’ll want a system that can screen applicants and resumes to help you choose the most qualified candidates to interview. Some software even manages the actual hiring stages for new employees.

Zoho Recruit is one of the best ATS solutions to support your recruitment strategy. It keeps track of everything for you with features that keep you and your candidates in the loop. With its more advanced packages, you can also send out job offer letters, organize onboarding paperwork, and generate reports for your hiring process.

Zoho Recruit has a Standard package for $25 per user per month, and you can upgrade with a $25 jump in price to its Professional and Enterprise plans. Standard has plenty of hiring resources to make the process more efficient, including candidate sourcing and resume management. It also integrates well with other platforms for a cohesive candidate search.

The more advanced plans add more in-depth capabilities, including portal management, candidate assessments, and custom functions. It’s designed to bring in more qualified candidates, so you hire the cream of the crop.

Best Strategies for Recruitment

Not all recruitment strategies work for every company. For example, a business looking for a manager at an IT company will probably need to use a different approach than a biotech company hiring for an entry-level lab position.

A contract recruiter can help you determine the best places to search for your candidates and the right approach for your specific company. The best recruitment strategies involve combining a few different tactics for a comprehensive approach.

Before you post your job, create a description that stands out among the others in your field. Have a specific job title that interests applicants while immediately offering basic relevant information about the position.

A screenshot showing a header on the left that reads “Impact the world” with text beneath it. On the right is a person wearing virtual reality goggles and tapping a cube with colorful circles inside it.
Zoho Recruit has solutions to tailor your recruitment strategy to your industry.

Write an overview of the position that provides information about your company and the role you’re hiring for. Don’t forget to include the core responsibilities and expectations of the role. Many applicants also want to know about the company culture, so be sure to include that, too, as it narrows the playing field and encourages people who want to work in that environment to apply.

Use social media to find applicants on LinkedIn, Twitter, or Instagram. Your strategy should also include checking resumes that potential candidates have posted online. Look at people who are already working in similar roles, and circle back to past candidates if you had applicants that weren’t right for other positions.

You should claim your company page on sites like Indeed to demonstrate engagement and a more official presence. Attend industry meetings and events, such as job fairs, where you’ll find more candidates looking for work in your field.

Lastly, your presence as a company matters even while you’re interviewing. It’s not just about having an official stamp online.

When your candidates come in to interview, treat them like you want them there. Be enthusiastic, respectful, and hospitable. Offer your contact information at the end, so they can reach out with questions during the hiring process, especially if you invite them to take further steps. Covering all your bases with a recruitment strategy means you’re more likely to see success faster and spend less time searching for your ideal employee.

Recruitment Strategy Trends

As with the job market itself, recruiting goes through trends over time. What worked for your company a few years ago may not be as effective now, and it’s important to research these trends—or hire someone who knows them—before you start recruiting. Catering to these trends makes the hiring process faster and shows more applicants your posts.

Right now, recruitment marketing matters. We touched upon it in the last section, but this strategy essentially uses broad marketing strategies, like social media and SEO, to attract and find ideal candidates while enticing them to apply to your company or organization. More employers today are targeting younger generations, too, which means meeting those people where they are online and in the world.

A screenshot showing a header that reads “Targeted recruitment demands targeted solutions.” Below the header are two images, each taking up half the space. On the left is a blue box that reads “For Staffing Agencies” with a hand holding pages with portraits on them. On the right is a peach-colored box that reads “For Internal HR Teams.” It shows two people’s hands clasped. One hand is coming out of the middle of a page.
Zoho Recruit works for staffing agencies and HR teams to keep up with changing recruiting trends.

Companies are also implementing more practices that will attract employees, including remote work opportunities, flexible schedules, and payroll, and using virtual, AR, and AI technology to onboard, train, and support employees in their work. More employers have shifted their focus to ethical leadership, inclusion, and equity in the workplace. This shows many applicants which companies they may feel safer and more comfortable working for as they devote attention to employee needs. Throughout the pandemic, the gig economy boomed, so more companies are now hiring for project-based work, too.

Paying attention to these recruitment strategy trends and how they evolve will keep you ahead of competitors so that more people see your jobs and apply. Using recruiting software like Zoho Recruit is vital to keeping up with these trends, and it’s part of the supportive technology more companies are adopting.

Zoho Recruit helps you sort applications, automate hiring tasks, and directs you to the best candidates who then become star employees. While some people view technology as detrimental to the workforce, platforms like Zoho Recruit make a difference in hiring the right talent where it’s needed and take the guesswork out of the hiring equation.

How to Know if Your Recruitment Strategies Are Successful

If your recruitment strategies succeed, you’ll see it in your hiring efficiency, candidate quality, and even employee retention. Your hiring team will spend less time screening and filtering resumes, in part thanks to software like Zoho Recruit that does it for you. This software is one of the easiest changes you can make to improve your recruitment strategy, and it will help beyond the hiring process.

With a more tailored recruitment strategy, you’ll see more qualified candidates who suit the role and your company or organization culture come through. The hiring process will feel less like a drag and more like you’re making real progress on your search based on your candidates and interviews.

A screenshot where the left side are two pages with portraits and lines indicating text on them. They are stamped with a smiley face and have four stars above them. A hand is holding one page. On the right is a header that reads “Benefits of a robust recruitment solution” with benefits listed below.
Zoho Recruit is a comprehensive recruitment strategy solution that leads your hiring team to success.

Hiring candidates best suited to the position increases the likelihood of the employees you hire staying with your company. As a result, you have to hire for fewer positions and less often, as employees feel they fit their roles and your company meets their expectations.

It saves your business money when you spend less of it on recruitment, and you free up more time for your employees to work on more important tasks. You pay less to keep your job on job boards and have fewer expenses related to hiring new employees when the same ones stick around for years.

Final Thoughts about Recruitment Strategies

Recruitment strategies take your hiring process to the next level by showing your job postings to the right candidates and making it easier to seek out high-quality applicants. They bring in more qualified employees, make the hiring process more efficient, and boost employee retention when your strategies target the right people. Plus, with some simple changes, including using recruiting software like Zoho Recruit, you can transform your hiring process immediately.

Implementing a recruiting strategy means researching current recruiting trends, doing recruitment marketing, and sometimes hiring a contract recruiter, especially if you don’t have in-house staff dedicated to these tasks. A recruitment strategy will save your business time and money while allowing your staff to focus on other tasks. It works to make your hiring process and your business more cohesive while putting you ahead of your competition.

Job Interview Process Starter Guide: Learn the Basics

Interviewing for a job is almost always stressful for job candidates. Knowing what to expect throughout the job interview process can help you feel more prepared for whatever comes your way. This guide will lead you through the typical job interview process and offer tips for navigating the journey with confidence.

How the Job Interview Process Works

Every company has a unique job interview process, but most interview workflows pull from the same framework. Let’s break down what that framework looks like. 

Step 1: Job Postings

Much of the time, companies post open positions on their website and sites like LinkedIn, Indeed, and CareerBuilder. The job postings link to an application and give a date by which applications are due.

Screenshot of a job posting on LinkedIn
LinkedIn is a great place to find job postings that match your skills and qualifications.

Some companies might send applications straight to people in their talent pool—a database of people who’ve expressed interest in the company before, been referred to the company, or previously applied and nearly got the gig.

Step 2: Applications 

Job applications are an important starting point for a job search. For candidates, they offer a level playing field to kick off the job interview process. For recruiters and hiring managers, applications weed out unqualified candidates and help organize the job search effort.

Hiring managers can use the applications to create candidate profiles using their applicant tracking system (ATS), comparing candidates to see who might best fit the job. 

Screenshot of BambooHr's hiring dashboard note page.
BambooHR’s ATS makes it easy for hiring managers to keep candidates organized.

Depending on the type of position, the company may ask candidates to submit a resume or cover letter to supplement an application. 

Step 3: Phone Screen

After taking the time to study each application, hiring managers can single out the candidates they feel could be a good fit for the company. The hiring team may then reach out to the applicants to set up a phone screen. This type of early interview lasts just 10 to 30 minutes, and as a candidate, the goal is to get asked back for the next round of interviews. 

For hiring managers, the objective of a phone screen is to confirm that the applicant does indeed qualify for the job. Not all employers choose to conduct phone screens, however—some jump right into the first round of interviews.

Step 4: First Interview 

Applicants who pass the phone screen—or who stand out as ideal candidates in the eyes of hiring managers who don’t conduct phone screens—move on to the first round of interviews. A first interview gives hiring managers and candidates the opportunity to get to know each other better. 

This interview is usually conducted in person or via videoconferencing software. It all depends on the employer’s preference and the company structure. 

A fully remote company may solely conduct video interviews, for example, while a hybrid organization may choose virtual or in-person interviews depending on where a candidate lives. 

First interviews often last between 45 minutes to one hour. 

Screenshot of Zoom's home page.
Zoom Meetings makes virtual interviews a snap.

The hiring manager will ask in-depth questions about the candidate’s work history, job expectations, unique skills, and availability. Candidates who do well may move on to the next step.

Step 5: Competency Interview

While not every employer requires candidates to participate in a competency interview, many do. So what is a competency interview? In simple terms, a competency test measures your skills in real-time. If an employer is hiring a new developer, for example, they can use a Codility competency test to get tangible evidence of a candidate’s coding skills. 

Screenshot of Codility's overview dashboard with example data.
Codility is a popular competency testing platform for developers.

Writers or graphic designers may be asked to complete a test project before being considered for a second interview. Hospitality workers might need to prove their emotional and behavioral aptitude with an HR Avatar test. 

Step 6: Second and Third Interviews

Second interviews often allow candidates to speak with higher-ups and other team members for the first time. It’s common for anyone who takes part in the hiring decision to appear in a second or third interview—managers, staff members, and company executives, for example. 

These interviews help candidates get to know the people they might be working with soon. They also help the team make tough decisions. The reality is that if you’re called back for a second or third interview, the company definitely likes you—but it also really likes at least one other candidate. These late-stage interviews help the company decide who to cut and who to keep. 

Non-remote positions may also invite a top candidate to a social gathering where the candidate can interact with potential future colleagues in a more relaxed setting. This is an opportunity for you, the candidate, to get a feel for the company’s culture. It’s also a way for the company to see how well you fit within its ecosystem. 

Step 7: Final Interview and Background Check 

Once everyone on the employer’s side of things is almost certain they want to hire you, the hiring manager may conduct a final, short interview. Now is the time to take care of any questions you thought of throughout the job interview process but didn’t get a chance to ask. 

It’s also a final chance for the hiring manager to ask you any questions that pop up on their end. Some companies skip this step and go straight to the background check. 

Most employers require at least one type of background check. Depending on the industry you’re entering, the employer may order a criminal check, driving history check, SSN verification, drug screening, or credit check. Sometimes, employers run these checks after a job offer, not before. 

Step 8: Job Offer 

When the hiring team is satisfied that you’re the best person for the job, you’ll get a job offer. You should get a full breakdown of the compensation, benefits, sick leave, and vacation time. If you’ve been interviewing with multiple organizations and received more than one offer, you may want to try negotiating to get the best salary and benefits package possible.

But be careful to consider more than just your potential salary. 

Which company seems like the best fit for you? Which team has the most welcoming and collaborative culture? How do the benefits of one offer compare to those in your other offers? Is the compensation fair according to what other people with similar credentials make for the same position? Are there opportunities for growth within the company? 

If you feel good about joining the team, you’ll accept the offer and sign your contract. Congratulations! After all your hard work, it’s time to celebrate—big time. And the hiring team will be doing a happy dance, too.

Tips for Acing the Job Interview Process 

One of the most important things to remember when you enter a job interview process is that it takes time. Entry-level positions can take around 25 days to fill. Mid- to senior-level roles can take 40 days or longer. 

So get comfortable with the idea that you’ll need a healthy dose of patience to get through the job interview process. There’s a lot that’s out of your control. You can’t know what questions the interviewer will ask you. You can’t know if you’ll advance from one interview to the next. You can’t know if you’ll get the job. 

But what you can do is prepare. 

If a recruiter reaches out to schedule a phone screen or first interview, it’s time to start researching the company if you haven’t already. In the days before your interview, we recommend that you: 

  • Reach out to current employees on sites like LinkedIn to ask them what skills and traits a company values the most in its employees
  • Explore the company’s About page and social media profiles to get a feel for who the key players are and what they’re interested in
  • Find out what the company’s services or products are and what problems they solve for the people who buy them
  • Read the organization’s mission statement to understand more about company values and culture
  • Learn more about your interviewer—search for their name on LinkedIn and see if you have any common interests
  • Write down the reasons why you would love to work at the company based on everything you’ve learned
  • Identify what unique skill you’d bring to the team if hired

Next, you’ll want to study the most common interview questions and write down—or at least think carefully about—your answers to these questions. You can expect questions about your education, accomplishments you’re proud of from previous jobs, strengths and weaknesses, and reasons why you want to work at the company.

Most interviewers wrap up an interview by asking if you have any questions for them. This is a chance for you to prove your interest in the organization and learn if it’s a good fit for you. 

You can ask the recruiter questions about what a typical workday looks like, what types of projects you’d be working on, what challenges the position comes with, and what the employer would expect you to accomplish within the first 30 days at the position. 

Jot down some of the questions you want to ask and bring them along with you to the interview. 

The night before the interview—whether it’s your first or fourth—get a full night’s rest. Eat a nutritious breakfast. Grab copies of your resume for reference, along with a notepad and pen to take notes. Get ready for the day 15-20 minutes sooner than you normally would. Leave early for your interview if it’s in person. Give yourself leeway to get there 10-15 minutes before the scheduled time. 

Take a deep breath, remember all the strengths you bring to the table, and smile. You’ve got this. 

Avoid These Common Mistakes

Knowing what not to do in a job interview is almost as important as knowing what you should do. Here we dig into the 10 job interview process mistakes to help you avoid them before they ruin your chances of getting a new gig. 

  1. Showing up late: If you’re late to an interview, you’re telling the recruiter or hiring manager that their time isn’t worth much to you. Take every possible precaution—such as leaving early or mapping out the bus route ahead of time—to make sure you arrive on time. 
  2. Looking unprofessional: Always show up in your most professional attire, even if you’re on Zoom. Not only does this help you look career-ready, but it also helps you feel poised and confident. 
  3. Checking your phone: Under no circumstances should you look at your smartphone during an interview. Make sure it’s set to silent, and put it at the bottom of your bag. Bring a good old-fashioned notepad and a pen if you want to take notes. 
  4. Zoning out: Interviewers can tell when you’re not paying attention during the job interview process. Instead of letting your mind wander, focus on actively listening to everything the recruiter is saying to you. Use body language, like eye contact and nodding, to show that you’re engaged. 
  5. Forgetting key facts: If you haven’t dusted off your resume for a while, now’s a good time to reacquaint yourself with important roles and dates. Bring a copy along for reference to help you keep your facts straight. 
  6. Giving long-winded answers: Keep your answers short and sweet. Avoid going off on tangents. Answer the questions and give the interviewer a chance to respond to what you’ve said. 
  7. Bashing former employers: Whatever you do, don’t put other companies down during a job interview. It doesn’t make you look any better. And you never know—the interviewer could be your previous boss’s best friend from college. 
  8. Talking only about yourself: Yes, it’s true that the interviewer wants to get to know you. But they also want to find out how hiring you would benefit their company. Instead of focusing solely on your past achievements, show the interviewer how your skills match the company’s needs. 
  9. Failing to ask questions: When the interviewer asks if you have questions for them, be prepared to ask. This shows that you’re genuinely interested in the company and want to learn more about what it’s like to work there. 
  10. Forgetting to follow up: After the interview, send a short thank-you email or note to the interviewer. Reflect on something that makes you excited about potentially working at the company and thank the interviewer for their time. No matter the outcome of your job interview process, this email strengthens your connections within the industry. 

End Results of a Job Interview Process

Going through a job interview process without landing the job at the end can feel crushing. If you receive the bad news that you’ve been dropped as a candidate, step away from your computer. Take a deep breath. Give yourself time to process the emotions you’re feeling. 

When you feel calm, send an email thanking the company for their time. Let the interviewer know that you’d still like to be considered for any future openings, even if this one wasn’t a good fit. This may encourage the hiring team to add you to their talent pool. 

Ask the recruiter if they have any feedback they’d like to give, but don’t be surprised if they simply don’t have the time or energy. Instead, give yourself some honest feedback. Think about the job interview process you just went through, identifying the things you did well and the things you could improve. 

Then, get back out there because the perfect job is waiting. 

If you do get hired, make sure you give yourself a moment to soak in the good news. Go out with friends or open a bottle of champagne. Think back to the things you appreciated about your interviewing team and write them down. 

Who knows? You might just be part of the interviewing team for your new company in a few years. By looking back at the positive experience you had, you can apply the same techniques to your own interviewing process in the future. 

Final Thoughts About the Job Interview Process

Each company has a unique job interview process, but you can feel prepared for whatever comes your way by knowing the general job interview process framework. Just remember that the process takes patience and that you and the employer are working toward a common goal—finding out whether you and the job are a good match.

Try to keep yourself busy with hobbies or your current job while you’re waiting to hear back between interviews. If you can’t stop thinking about your interview process, focus your energy on preparation. Our five simple steps for preparing for a job interview can help. 

Performance Management Best Practices Starter Guide: Learn the Basics

Performance management is a term usually used to refer to the process of making sure that employees, activities, and/or outputs in an organization meet their goals. 

It involves things like evaluating employee performance and targets, as well as supporting employee growth and improving employee experience. Good performance management should focus on both company goals and employee satisfaction and should be managed in a positive way, rather than by overworking teams or setting unreasonable goals. 

When done right, performance management can improve productivity, create a strong culture of happiness and trust in a company, and help businesses understand where they need to improve if they want to meet their goals. 

Why is Performance Management Important? 

Good performance management enables employees to perform better because they are being supported, they have good training and instruction, and they are in an environment that encourages growth and new ideas. 

At the same time, it also makes it easier for a business as a whole to meet its goals. When employee performance is good and individual strengths are obvious, it’s easier for managers to put people into roles and teams where they can thrive, which leads to targets being met faster and better overall productivity. 

Without performance management, companies risk employee dissatisfaction, which in turn leads to losing employees, revenue, and profit. Without documented performance management, analyzing and growing from past mistakes is also difficult.  

Best Strategies for Performance Management 

There are a few tried and tested strategies for effective performance management that are helpful to both employees and management teams. Here are some of the top proven strategies for companies to help support employees and meet their goals: 

Holding Frequent Performance Meetings 

Having frequent meetings between managers and employees is important for setting and meeting goals, but also for catching any problems before they get worse or for giving praise when it’s due. 

Having consistent meetings, especially one-to-one meetings, means that employers can give feedback, share strategies, and learn more about what their employees are hoping for in terms of growth and career trajectory. It’s also a chance for employees to ask questions, share ideas and get help when they need it. 

Encouraging Collaboration

Although, ultimately, company goals need to be set by CEOs and managers, setting goals within a team and asking for input or feedback helps build a culture where employees feel valued. This leads to better engagement and performance because employees understand the strategies for long-term goals and feel more invested in the business and its growth. 

Having regular meetings where employees can share opinions about goals or struggles with completing projects also gives managers a better idea of which employees show leadership potential and how they can better support their team to meet goals and grow. 

Having a Recognition Scheme 

Having an employee recognition scheme is a great way to boost performance and minimize employee dissatisfaction at work. Celebrating employees for good work sets an example to the rest of the team as to what is needed to hit company goals. It also makes employees feel more confident about their ideas and their opportunities for growth within the company. 

Making Sure Goals Are Clear and Achievable

Another proven strategy for performance management is setting clear, achievable goals with employees. These goals can be both individual goals and team goals, and they need to be clearly communicated with everyone, whether at a team meeting or in a one-on-one. They also should be goals that are measurable, so employees can actually know whether they’ve achieved them or not. 

Forming Individual Training Plans 

A good performance management strategy is to have training plans for each individual that are updated with every performance review and in one-to-one meetings. These allow employees to feel supported by the company, but they also reduce how many mistakes employees make when joining the company or learning new skills, which boosts productivity. 

Training plans can also include career development and things like classes, courses, or mentorship programs that help employees develop their skills and improve their status with the company. 

Asking For Employee Feedback 

Another effective strategy for performance management is for managers to ask for evaluations and feedback from employees. 

Without this, managers might be making mistakes or unknowingly making employees feel unsupported or overwhelmed. Having feedback sessions where employees can tell managers where they can improve or give feedback on the company as a whole helps to maintain a healthy culture, which makes employees feel valued, leading to better overall performance. 

The Biggest Mistakes When It Comes To Performance Management 

There are lots of common mistakes that companies make that can cost them time and money and even lead to them losing their team. Here are some of the most common mistakes businesses make when it comes to performance management: 

Not Setting Clear Goals 

Whether that’s not involving teams in decision-making processes or not accurately explaining company goals to employees, not having everyone on the same page will lead to bad performance and a loss of productivity. 

When companies don’t have clearly defined goals and targets that are shared with everyone in a business, it’s impossible to get everyone synchronized or effectively working towards the same goals. It can also lead to lots of unnecessary friction and misunderstandings and to employees struggling to get work done. 

Never Being Critical 

Obviously, positive feedback is important and one of the best ways to improve or motivate a team. However, some managers can fear giving criticism or negative feedback to the point that they let mistakes be made without saying anything. 

There are healthy ways to give criticism, and it’s important for employees and teams to know where their weaknesses are and where they can change. Performance management should always be about finding a balance between celebrating great performance and also helping employees to improve and do better by showing them where there’s room for growth or change. 

Not Being Intentional with Meetings  

Performance Management is there for a reason. It’s there to assess how well employees, teams, and a company as a whole are performing. 

Having tons of feedback sessions or meetings for the sake of looking like you are doing something doesn’t help unless they help you meet goals. Every meeting should have a clear objective, and employees should always leave a review knowing what they need to do next. 

Not Having Enough Documentation 

A big mistake a lot of people make with performance management is not having any sort of clear documentation in place. They have meetings but no notes, or they set goals but don’t track them. 

This makes it hard for both managers and employees to see where improvement is happening and where things need to change. It also makes it harder when it comes to training if there’s no clear documentation as to what strengths each employee has or what goals were missed in the last quarter. 

The Best Tools for Performance Management 

Because performance management is an ongoing process, it makes sense to use tools to help with automation. 

There are plenty of great tools that can help managers manage their teams and company goals, including tools for feedback, team meetings, goal setting, and training. Here are our top picks for the best tools to make performance management easier: 

Inspire is a tool that lets teams give ongoing feedback, do surveys, set goals and track them, and even gives managers performance review templates. It has all of the tools a manager would need for successful performance management, all in one place. 

We also love that it has some pretty sophisticated analytics tools to help teams see actionable data and track goals in a way that can be measured and learned from in the future. Pricing is done on a custom basis, and you can schedule a free demo here

Screenshot from inspiresoftware.com's why inspire web page.
Inspire helps your team not only manage performance, but analyze and iterate it to improve going forward.

Mirro is a tool designed for feedback and team recognition, with a focus on helping people understand strengths and weaknesses and creating an open company culture. Managers and employees can give each other feedback or request it, as well as give recognition to each other when they see something done well. 

One of our favorite things about Mirro is that there are features that let you chart employees and teams based on their strengths and diversity, making it easier for managers to put strong teams together for different projects. Plans start at just $5/ month.

Screenshot of Mirro.io's web page platform build a thriving culture
Mirro specializes in helping you put together the best possible project teams.

Leapsome is a tool that lets you manage employees and give detailed feedback and evaluations with scores that highlight different strengths. This makes it really easy to visually assess who works best in each role and makes it easy for employees to understand where they have room to improve. 

Leapsome also has training features that let managers create customized learning plans for teams, which give employees something to refer back to as they’re learning and help them feel supported from their very first day. Leapsome plans start at $8, and you can request a custom plan here.

Screenshot from Leapsome's website showing various features of their software.
If you want to provide customized feedback and training to your employees, Leapsome has you covered.

Final Thoughts About Performance Management Best Practices

Performance management is key to having a successful team and a successful business. It isn’t just about making employees feel valued and supporting them. It’s also about making sure the processes and systems are running smoothly and that company-wide goals are being met. 

Good performance management means that the right people are in the right roles and people are clear on the goals they are working toward. Ultimately, good performance management comes down to having good managers and regular feedback, but good software and tools can help improve overall performance.

Talent Pool Starter Guide: Learn the Basics

Things can get messy when a position opens up within your company, and no one is there to fill it quickly. Building and maintaining a talent pool can help you find the right person for the job without spending too much time and money. Instead of starting from scratch each time a job becomes vacant, you’ll have a list of qualified candidates waiting in the wings. 

What is a Talent Pool?

A talent pool is a carefully managed database of people who possess the skills required to fill potential positions at a company. If you’re a hiring manager or recruiter, talent pools are essential to your recruiting strategy toolkit.

The Society for Human Resource Management estimates that each new hire costs around $4,700—sometimes much more. The hiring process can take weeks, especially for smaller businesses with fewer resources. If you don’t move fast enough on the candidates you love, other companies might hire them first. 

A talent pool helps minimize the costs and resources associated with looking for and hiring new talent. 

By taking the time to curate a talent pool, you’ll be able to enjoy a streamlined hiring process whenever a position becomes vacant. While company policy may require you to post every job opening publicly, you can focus your energy on scanning your talent pool for ideal candidates instead of wading through hundreds of applications. 

Of course, the candidates on your list have to want to be considered. That’s why a critical part of creating a talent pool is maintaining relationships with the people on your list. You’ll also need to make sure your talent pool is more than just a list of names. 

It should include contact information, qualifications, skills, and potential roles each person could fill. If it sounds exhausting to keep track of all of this information, don’t worry—talent management software can help. A lot. 

How to Find the Right Software for Your Talent Pool

At the most basic level, talent pool management software should help you keep all the names in your database organized and easy to find. But you can also benefit from features like segmenting and personalized communications with each candidate.

Let’s say you’re the HR manager for a hospital, for example. With segmenting, you could keep potential nurses in one group and physicians in another. To make things even easier for you later on, you could take segmenting a step further and sort the physicians according to their board certification.

Remember when we said that it’s essential to communicate regularly with everyone in your talent pool? The best software services allow you to send personalized communications to each person in your database.

Start your search for the ideal software by finding out if the human resource management service you already use lets you create a separate talent pool database. If it doesn’t—or if you want something more dedicated to managing your talent pipeline—it’s time to take a look at alternate options. 

BambooHR is one of our favorite human resource management software products thanks to its up-to-the-minute applicant tracking system (ATS) tool. With BambooHR’s ATS, you can create easily navigable candidate profiles—and message other team members from right within each profile. 

Screenshot of BambooHr's hiring dashboard displaying notes on the notes page.
BambooHR’s ATS is visually pleasing and well-organized.

But what makes BambooHR stand out is its talent pool feature. Using the abovementioned candidate profiles, you can create multiple talent pools to keep track of potentially perfect candidates. 

Screenshot of BambooHr's talent pool feature.
BambooHR’s talent pool feature helps you keep candidates organized and readily available for future opportunities.

BambooHR also makes it easy to search for candidates using keywords—such as job titles or skills—along with names, email addresses, phone numbers, and locations. 

JazzHR is another excellent option. With JazzHR’s ATS, you can create user-friendly candidate profiles, organize candidates into groups, and send text messages—including bulk texts—to candidates from within JazzHR’s dashboard. 

Take advantage of free trials and other promotional periods to find the ATS and talent pool management software that fits your needs. 

Talent Pool Planning Tips

After you’ve chosen an ATS software service with talent-pooling capabilities, you’ll be ready for the planning phase. We recommend taking a look at your organization and identifying what needs it may have within the next five years. 

Consider questions like: 

  • What skill gaps do I see within the company?
  • What positions may need to be filled in the next year?
  • What strengths, knowledge, and competencies are needed for the company’s success?
  • What is the company culture?

Use employee interviews, surveys, assessments, and performance reviews to figure out the answers to these questions. Once you understand more about your institution’s culture and future needs, list out potential job openings and requirements. 

Next, create candidate personas for each position. What education and experience would an ideal candidate have? How much would they make per month? What would they look for in a potential workplace? 

Tap into your creativity and use a tool like GroveHR’s free, downloadable candidate persona template to help you create personas. 

Screenshot of GroveHR's example candidate persona mapping template - section 1: who?
A candidate persona template can help you visualize ideal candidates for potential roles within your organization.

When you’ve identified future roles and candidate personas, you’re ready to start building your talent pool. 

Best Practices for Building a Talent Pool

The world around you is rich in people who fit your candidate personas. You just need to put in a little bit of work to find them. Many organizations find talent pool candidates in: 

Let’s explore how you can discover leads for your talent database. 

Past Applicants 

If you’ve been in the HR space for even a small amount of time—or have helped hire a candidate for at least one position—you already have candidates to consider for your talent pool. Take a look at the applicant information you have on file, paying special attention to people who made it to a second interview, were nearly chosen for the position or stood out to you in some way.

Do they fit any of the potential roles or candidate personas you outlined as you prepared to build a talent pool? If so, reach out to these candidates. 

Ask if they would like to be considered for any future openings at the company—and if you can add them to an email list where you’ll share company news and other communications that might interest them. If they agree, add them to your talent pool database. 

Former Employees 

People leave one company for another all the time. Maybe a competitor offers them a higher salary, more vacation time, or work that aligns better with their skills and interests. Whatever the reason, losing a valued team member is a deeply felt loss. 

But just because someone leaves your company doesn’t mean they’ll never come back. Make it a habit to offer exit interviews when employees leave. Give them a chance to explain why they’re leaving, identify what your organization could do better, and what types of changes might encourage them to return one day.

And finally, ask these employees if they’d like to remain in touch with the company and receive newsletters or other communications. Look for ways that they could fill some of the future roles you’ve outlined. Add them to your list and consider them every time a position opens up. 

People Who Have Expressed Interest in Your Company 

It’s time to dig around in your files and locate the piles of resumes and business cards you’ve picked up at recent networking events—think job fairs, career fairs, and conferences. If you haven’t been saving any of it, start now. 

Research relevant conferences, conventions, expos, or fairs happening near you and apply to host a booth. Bring a clipboard with a sign-up sheet for your mailing list. Encourage people who visit your booth to sign up if they’d like to stay in the know about job openings and other company news. Strike up conversations. Collect business cards and resumes if you’re at a job fair. 

When you get back to the office, put your new list of emails to work. Add the contact information to your talent pool database and fill in additional candidate information using business cards and resumes. 

Referrals 

One of the most effective ways to add candidates to your database is with an employee referral program. A referral program taps into your existing employees’ networks—which are often extensive, particularly if the employee has been in the workforce for a while. 

The basics of creating a referral program are as follows: 

  • Share job requirements for a variety of positions with employees—and make sure to let them know what you’re not looking for in a referral.
  • When an employee refers a candidate, add the candidate to your talent pool and keep your employee updated on whether or not they progress to the interview stage and beyond.
  • Offer incentives for the referral of qualified candidates—such as those who make it into your talent pool database—and higher incentives for referrals that turn into new hires.

Use a mixture of monetary and non-monetary rewards for referrals. You might offer sports event tickets for a referral that makes it onto your talent pool database, for example, and a cash bonus for referrals that become hires. 

Learn more in our guide to creating an employee referral program.

Passive Candidates

Not to be confused with passive employees, passive candidates are skilled workers who aren’t looking for a new gig—yet. They’re people whose work you admire. People you wish would come work with your company. 

Some passive candidates can come from your employee referral program. For example, an employee might give you the contact information of a person who loves their current job but just might consider leaving under the right circumstances. 

Other passive candidates can come from networking sites like LinkedIn—or even social media sites. When you encounter a person you’d like to add to your talent pool, reach out to them. Let them know you’re a fan of what they do. Ask if they’d be willing to be considered for future roles at your company.

When you get a yes, add the candidate to your talent pipeline—and your email list if they agree.

Current Employees

When promotion season comes, all sorts of roles may be vacated within your company. Get ready in advance by adding current employees to a talent group created specifically for filling mid-level and senior-level positions that open up during promotion season. 

If you’re both the human resources manager and owner at your company, you can pinpoint who you think could fill the roles best. But if you work in HR and don’t have an official say in who gets promoted to which positions, work with the managers to identify ideal candidates. 

Identifying potential promotion candidates early on can help you work with your organization to nurture the skills you see the company needing soon. 

What to Watch Out for With Talent Pools

You must stay in touch with the people in your talent pool. Send a quarterly newsletter with company updates, for example. As jobs become available, send postings to the people on your list who you believe fit the job requirements. 

You don’t want candidates to forget about your company entirely if you want them to consider joining your team at some point. 

Another pitfall that we see is people who forget to update and add to their talent pool. Every year, re-evaluate your answers to the four questions we mentioned earlier: 

  • What skill gaps do I see within the company?
  • What positions may need to be filled in the next year?
  • What strengths, knowledge, and competencies are needed for the company’s success?
  • What is the company culture?

Update your candidate personas according to the results of your reevaluation, then source candidates who might fit these new personas and add them to your list. As your database grows, utilize keywords, tags, and groups to keep things organized and easily searchable. 

Think of your talent pool as a living database that needs routine tending. As long as your talent pool is up to date, you’ll have a trove of candidates at your fingertips every time you need to fill a job posting. 

Final Thoughts About Talent Pools

With the right planning, software, and upkeep, talent pools can help you fill roles at your company without spending excessive resources getting there. All it takes is a little bit of elbow grease to find the right people.  

So build those candidate personas, look for potential talent in a variety of places, organize your groups as much as possible, and keep your pool informed about exciting news and job postings. Along the way, you’ll get the benefit of being connected with an amazing group of people within your company’s industry. 

Who knows? Maybe they’ll also add you to their talent pool, planting the seeds for collaboration down the road. 

How To Start an Employee Resource Group in 8 Simple Steps

Diversity is becoming a central conversation in the workplace, so employee resource groups are increasingly important. These groups create a safe space for employees from different genders, races, ages, and cultures to come together and raise awareness about their experiences. They also give people an opportunity to share any issues they are facing, both in the workplace and in their communities. 

Employee support groups make workplaces more inclusive and show that companies value diversity and want to support employees as best they can. Setting up a successful group does not need to be hard, and following the right steps can help increase employee engagement and make teams feel safer and happier at work. 

Quicksprout.com's How to Start An Employee Resource Group in 8 Simple Steps.

Start an Employee Resource Group in 8 Easy Steps

Starting an employee resource group requires strong organizational skills, but it’s easy enough when you follow the right strategies. Here are the steps we’ll be breaking down in this tutorial: 

  1. Find Potential Members
  2. Talk to Your Workplace Executives
  3. Set Up The Foundations
  4. Recruit More Members
  5. Plan Your First Meeting
  6. Run Your First Meeting
  7. Improve Your Meetings
  8. Revisit Your Goals

Once we’re finished, you should have a good idea of how to start and run a successful employee resource group. Let’s dive into the guide and get started with the first step. 

Step 1: Find Potential Members

The first thing you’ll want to do is find out whether there’s any interest in creating a resource group at your workplace. 

You’ll need enough members to create a diverse group, and you’ll need to find members who see the value and are willing to invest their free time into the group. 

The easiest way to gauge employee interest is to send around a quick email or survey suggesting the idea and asking your team for feedback. You should send the survey or email to as many people and departments as possible to boost your chances of getting a diverse group of people to join. 

This will also help you identify if anyone has ever been in or organized a resource group before. Once you get some answers, you’ll be able to determine whether it makes sense to move forward.  

Step 2: Talk to Your Workplace Executives 

Once you’ve determined whether there is interest in your group, it’s time to bring the idea to your managers or executive leaders. 

You’ll need to get their permission to set up an employee resource group, so you’ll need to communicate why the company needs one and what you hope to achieve by starting one. The more prepared you are for this meeting, the better. 

Try and plan a rough budget before going in, and have a timeline for when you expect to start running meetings. You want to communicate the benefits of having a group and explain how it can actually increase profits by lowering employee turnover and boosting morale and engagement. 

You should also try to get an executive sponsor for your group. This will be an executive that will help you secure buy-in with leadership and give you mentorship and support when it comes to creating and implementing the group. 

As long as you effectively communicate the importance and value of the group, you shouldn’t have an issue with getting it approved. Once you do, you can move on to the next step. 

Step 3: Set Up The Foundations 

The next step involves getting clear on why the group exists and what you hope to achieve. 

This includes things like setting goals and targets and creating mission statements. This helps the group stay on track, share common goals, and stay accountable. Here are some things that you should discuss with the founding members of the group before you have your first meeting: 

Create a Mission Statement

Work together to decide why you want to create the group and what you want to stand for. This will help you communicate the purpose of your group to new members and stay focused on your targets as time goes on. 

Set Targets 

Targets don’t have to be numerical. Your targets could be to get new members or to improve diversity amongst new hires. They could even be to discuss a certain number of topics per meeting or just to improve overall cultural awareness in the company. 

Having targets will help give the group structure and steer meetings in a direction that feels helpful and relevant. Having achievable targets will also give your group a sense of achievement alongside the sense of purpose the mission statement creates. 

Step 4: Recruit More Members 

Once you’ve got the basics for your group organized, you’re ready to invite more members. 

You should send out an email or notification to your whole company notifying them about the group and inviting people to join. You can also host a small event or Q&A at work during lunch, inviting people to ask questions about the group and join if they’re interested. 

The goals for recruiting new people should be both to give people a chance to join and to create a more diverse group. You don’t want to create a group that only has people of the same age, race, gender, or cultural background. This will defeat the purpose of having an employee resource group, so try and invite as many different people as possible. 

You can also add a newsletter to the bulletin board at work to source new members or even hold a “try before you buy” meeting that lets people decide whether the group feels right to them or not before they commit to joining. 

There isn’t anything wrong with a small group, but because employee resource groups highlight diversity and encourage inclusivity, you want to extend the invitation to as many people as possible from the start. 

Once you’ve notified everyone about the group, you’re ready to move on to the next step. 

Step 5: Plan Your First Meeting

Before running your first meeting, you must plan the logistics. 

This includes deciding on a time and venue for your meeting, how much the meeting will cost, and whether you need to bring resources like food, drinks, or stationery. 

You can also set an outline for topics you want to discuss if you are worried about going off track, or you can just let the discussion flow freeform. These are all conversations that should be discussed amongst the founding members, so everyone can share their ideas and the meetings are accommodating to everyone’s schedules and lifestyles. 

This is also a good time to decide who will take notes in the meetings to record discussions and track goals. Even if you don’t write down everything, you should have some way to document important decisions or targets set in meetings, so the group can stay accountable and track their progress over time. 

Once you’ve chosen a time and place, you can officially invite all members and book out any space you need to run your meetings. Then, move on to the next step. 

Step 6: Run Your First Meeting  

Once all the preparation is finished, you’re ready to launch your group and have your first meeting. 

The goal of your first meeting should be to share your mission statement and introduce the group to each other. You also want to share your goals and hopes for the groups and set targets for the meeting moving forward.

This meeting is also an opportunity for you to assess what is working and what can be improved upon. If you have a meeting layout that makes it difficult for everyone to be seen or heard, you might need to change that. 

If you are talking over each other, you might need a system for speaking. If you run out of topics quickly, you might decide that you need a list of topic suggestions as prompts. 

Use this meeting as a beta test to see what you can improve upon and what you hope to achieve. Make notes and share them with the group, asking for feedback. Then implement those changes in the next meetings, and keep working on making the meetings more inclusive and productive. 

Step 7: Improve Your Meetings 

Once you’ve gotten into the swing of having regular successful meetings, you’re ready to start improving your group and trying new ways to diversify and grow. 

This can include things like inviting speakers into the group or hosting events. You can even organize networking to give different members of the group access to new connections with potential mentors that understand their experiences and can give them relevant advice and support. 

Collaborating with other groups is a great way to also network and create relationships and mentorships between different companies and group members. Collaborating with other groups is especially important if your group doesn’t have enough diversity, to avoid group members feeling isolated or unsupported. 

Consider also setting up a social media group to help members stay connected and to also grow and collaborate with other branches of your company or other businesses. This can help bring more diversity into the workplace and help the group expand its reach by connecting with new voices across the country. 

Try to find fun and meaningful ways you can take the group beyond just meeting, whether that’s introducing each other to important aspects of your individual cultures or doing activities together that enrich cultural learning and boost diversity. 

Step 8: Revisit Your Goals 

Every six months or so, you want to check in on your targets and see if you are making progress. 

This can sometimes be difficult to measure, but it’s important for the group to feel like they are making a difference and that the group is serving a purpose. Go back over the goals and targets you set in your first meeting and have a discussion with the members as to whether or not you feel you’re meeting them. 

If not, why? How can you improve over the next six months? And if you have met your goals, who deserves recognition for their hard work? 

Don’t forget to celebrate any wins or recognize any group members who’ve worked hard to meet those targets. And, if you have achieved your targets, set new ones for the next six-month period to make sure that the group remains purposeful. 

Final Thoughts About Starting an Employee Resource Group 

An employee resource group isn’t just a way to make employees feel supported and to boost diversity in the workplace. It’s also an opportunity to learn from different team members and create a better company by celebrating strengths that would otherwise be overlooked. 

Building a strong culture of acceptance leads to better retention, better productivity, and better performance from teams. By starting an employee resource group, you give employees a space to share ideas and break down biases, leading to a better culture and more longevity for the company in the long run. 

ASO vs. PEO: 8 Key Differences

Deciding between ASO vs. PEO is one of the many decisions you need to make when you’re looking to outsource your HR functions. Each option has its own advantages and disadvantages, making one more suitable than the other for certain situations.

An administrative services organization (ASO) doesn’t sponsor your benefits plans or remit your taxes under its EIN but helps streamline your daily HR tasks. On the other hand, a professional employer organization (PEO) offers third-party HR services, including payroll administration, workers’ compensation, and benefits.

But which outsourcing arrangement would make the most sense for your company? Let’s find out.

1. Employment and Payroll

A key difference between an ASO and a PEO is who your employees work for. 

The ASO is a third party in the traditional sense and only assists in an advisory capacity, meaning your employees remain yours. Note that they will take care of your payroll functions under your company’s EIN.

Additionally, the ASO takes over the responsibility of administering employee relations compliance, so you don’t have to hire another employee to perform this task and help develop (not enforce) employee handbooks and policies.

A PEO, on the other hand, acts like a co-employer, where all employees belong to them. They take care of all your payroll functions while paying federal payroll taxes under their own federal EIN.

This has two immediate benefits for you:

  • Since they deal with millions of employees, a PEO has greater purchasing and negotiation power compared to you as a small business owner. This can be handy when negotiating health insurance and other compensatory elements.
  • You don’t have any employees on your books, so the PEO takes care of tricky tasks such as firing employees. (Don’t worry, you still make the decision of who gets fired, but the PEO does the actual firing.) 

2. Choosing Insurance Vendors

In an ASO partnership, you have to select and manage the vendors you want to work with, but a PEO doesn’t require choosing your own partners.

Choosing a PEO would be beneficial for you if you aren’t well acquainted with insurance jargon and lack experience dealing with insurance vendors. But if you’ve dealt with insurance vendors before, an ASO partnership won’t be a frustrating experience for you.

3. Health Insurance

An ASO takes full responsibility for administering health insurance for your employees, including finding the right kind of insurance and negotiating rates and coverage as per your budget.

On the other hand, a PEO can present extremely affordable health and dental insurance plans, along with other benefits like 401(k) and life insurance, but the number of plans to choose from is fairly limited.

4. Workers’ Compensation

An ASO helps you find the right kind of coverage and negotiate a policy, as well as manage the administration of that policy and handle any claims on your behalf, but covering the workers’ compensation is your responsibility. You can also rely on them to suggest effective strategies to mitigate risk should your employees be prone to physical injury.

A PEO is fully responsible for offering workers’ compensation insurance.

As a small-sized or medium-sized business owner, you may end up paying premium rates usually reserved for larger employees. Luckily, a PEO can mitigate this risk by doing assessments on your behalf for employees that may be at risk for injury.

5. Pricing

An ASO views you as a small employer, so you can’t expect it to offer volume pricing for purchasing benefits like life insurance. This is in sharp contrast to being in a PEO agreement, where you’re viewed as part of a larger group, and your insurance partner’s benefits are chosen on your behalf. In other words, a PEO provides you access to its own clients and procures benefits based on the larger group, giving you the advantage of volume pricing.

Note that the total cost of a PEO depends on its pricing model. While some charge a percentage of your payroll each day, plus administrative fees, others will charge you based on how much it’s spending to clear your business’s taxes and insurance premiums. You’ll also find PEOs charging a monthly flat fee per employee.

That said, an ASO is still often less expensive than a PEO. To put things into perspective, an ASO is likely to charge you $50 to $100 per employee per month, whereas a PEO may charge $150 to $200 per employee per month. 

6. State Unemployment Insurance

Under an ASO partnership, the unemployment insurance rate is based on the number of claims generated by your business. If you have few claims, this will be a better deal for you.

But if you’re a larger organization dealing with significantly more claims, a PEO would make a better bet as they take full responsibility for handling unemployment insurance deductions and payments. What’s more, the risk of claims is also lower, thanks to their huge pool of employees.

The other benefit of partnering with a PEO is they provide a number of free job performance, improvement, and training resources to facilitate your employees’ professional development.

7. Claims, Safety, and Loss

You can rely on an ASO to find the right kind of coverage, but don’t expect access to a large pool to help spread the risk. In other words, you’ll bear all the responsibility and liability for any insurance claims, safety, and loss. Of course, the ASO can help from an administrative standpoint, but that’s just about it.

On the other hand, a PEO shields you from the bulk of the responsibility and liability for insurance claims, safety, and loss, depending on your contract. Similar to how it works with workman’s compensation, they can help you identify areas to mitigate associated risks.

8. Compliance and Liability Mitigation

An ASO doesn’t take over your employees. Naturally, they also don’t shoulder any employer risk and only act as consultants.

As a co-employer, a PEO shares some amount of the liability expected from an employer. This also creates vested interest on their part, where it helps your company comply with applicable rules and regulations and mitigate any liability to ensure good outcomes in different employment situations.

The Similarities Between ASO and PEO

In addition to the above differences, an ASO and a PEO also share certain commonalities.

The first similarity is their administrative services. Both outsourcing companies have a similar approach to how they operate and help their clients when it comes to administration assistance. Expect cost-effective and balanced HR services to facilitate the seamless functioning of your business.

If you have limited staff in the HR department or want to free up their time to focus on more important projects, both PEOs and ASOs can help formulate your overall business plan, reducing the burden of administrative duties from your HR staff.

This expands to tax filing, payroll, employee benefits assistance, employee complaints and concerns, and other related compliance and HR management topics.

Both outsourcing companies also offer managerial services, so you can hire them as external regulators, providers, and managers for your company’s affairs. They are also well-versed in planning out the best practices and best strategies and technology depending on your needs.

Final Thoughts About ASO vs. PEO

An ASO and a PEO at two different services that seem similar. While they both cater to small and medium-sized businesses, they serve your company in very different ways.

If flexibility is of utmost importance to you, an ASO partnership that pairs well with internal HR employees and the administration of your own health insurance program would be a better fit. But if you want access to additional options for health insurance programs and voluntary employee benefit programs without breaking the bank, partnering up with a PEO makes more sense.

Each business has different goals and needs. Consider your company’s current state and projected state over the coming years and perform a deep analysis of its current situation to understand how an ASO or a PEO partnership would impact your operations and growth plans.

Here are additional Quicksprout guides to help you narrow down the best outsourcing option for your needs:

Employee Monitoring Policies Starter Guide: Learn the Basics

Employee monitoring is a tricky topic. From questions of ethics and legality to whether or not employee monitoring is beneficial, there’s a lot to unpack. If you’re considering implementing tools to track your employees’ productivity and safety at work, you’ve come to the right place. This guide will show you why you need an employee monitoring policy—and what to keep in mind as you create one.

What is Employee Monitoring?

Employee monitoring can look different from one company to another, and employers keep track of their employees for a variety of reasons. But there are three key goals that employers tend to look at when deciding whether to implement a monitoring plan. When done right, employee monitoring helps companies:

  • Prevent unsafe or illegal situations
  • Increase productivity
  • Boost employee wellbeing

That said, there are downsides to employee monitoring. Employee surveillance and monitoring can cause employees to feel that their employers don’t trust them, create extra costs for employers, and put a company at legal risk. 

The most important action to take if you plan to use workplace monitoring is to create an employee monitoring policy. This document should disclose an employer’s intent to monitor employees, lay out when and where employees can expect privacy and where they cannot, and define how the company is adhering to all local, state, and federal labor laws.

Screenshot of Business in a Box's privacy in the workplace policy template.
An example of an employee monitoring policy template from Business in a Box.

Before you can create an employee monitoring policy, it’s important to understand what employee surveillance looks like.

Types of Employee Monitoring

Back before the digital revolution, employee monitoring was simple. Employers watched their employees in the workplace to assess performance, listened to customer complaints and praises, and kept track of labor using time cards. 

A lot has changed. 

Thanks to the evolution of electronics, monitoring employees is easier than ever before. Some would say it’s too easy and that excessive monitoring can have serious drawbacks for employers and employees alike. 

Let’s take a look at the most common forms of employee monitoring, along with their benefits and pitfalls. 

Video Surveillance

It’s difficult to find a store, restaurant, or even a house without at least a few security cameras installed. While cameras are less common in office spaces, they can help prevent crimes like theft and sexual assault—and provide evidence to help prosecute such crimes when they do occur.

But there are important rules employers must follow when using video cameras to record employee activity. 

First, you must have a legitimate reason why monitoring employees using a video camera matters to your business. Security, investigative processes, and time and motion studies are all legitimate business reasons.

If you’re considering using video cameras to monitor your employees for any work-related reason, there are several key points to consider. 

First, recording audio without employee consent may violate federal wiretapping laws. It’s okay to require that consent as a condition of accepting a job, but you still need to obtain it first. 

Second, cameras should be easily visible to employees. If they are hidden in any way, you must have a really good reason for this—and be prepared to back it up in court. And you should never record audio or video in a space where an employee has a reasonable expectation of privacy, such as a bathroom, changing room, or locker room. 

Third, each state has different laws regarding video recording in the workplace. Make sure you understand and follow your state’s laws.

Monitoring Software for Computers

Whether it’s food service drivers who use GPS to navigate to customers’ homes or office workers creating reports on company-issued laptops, computers fortify today’s workforce. They can easily be surveilled using monitoring software.

Monitoring software provides employers with a way to make sure their employees are staying on the job during their paid work hours. A geofence can keep drivers from making unnecessary pitstops, for example. Social media blockers can help employees avoid the temptation of Facebook, Instagram, Reddit, and other time sucks.

The best employee monitoring software encourages employees to work more productively without alienating them. 

Time Doctor is one of our favorite monitoring software services for this very reason. This product operates on the assumption that employees are well aware of the many distractions their laptops offer—and that many employees want help staying focused. 

Screenshot of Time Doctor's time management system.
Time Doctor helps employees and employers track time management.

Whether an employee is working from home or from inside the office, monitoring software like Time Doctor helps them stay on task. For example, if an employee can’t resist the temptation to check Facebook when they’re supposed to be working, Time Doctor will send an alert to help them get back to work.

Time Doctor and other monitoring software services tend to track things like team chats, time, web and app use, breaks, work email, and attendance. They can also enable employers or employees to take screenshots and screen recordings. 

Features like this can get tricky, as some studies show that remote employees resent these monitoring methods—and that they may even refuse job offers from companies that use them. 

Trust is key here. If you decide to use screen recordings or screenshots, express your reasons to employees and take the time to listen to any questions they have. Above all, make sure you’re following the privacy laws that apply to your company.

Sometimes, it’s in your company’s best interest to deploy silent software monitoring measures. Unfortunately, data theft is a real concern. If you regularly handle sensitive data, you don’t want that data getting stolen—whether by someone inside your company or someone on the outside. 

Monitoring software like InterGuard helps secure your data against internal cyber attacks and data theft while remaining compliant with data laws. 

Screenshot of InterGuard's safety and secure features described.
When you need an extra layer or two of security, monitoring software like InterGuard can help.

Telephone Monitoring 

When employees work in a call center or regularly interact with clients using employer phones, telephone monitoring can help ensure the quality of a call. Some forms of call monitoring include recording calls, listening in on live calls, and jumping in to help agents when a call is headed south. 

Talkdesk is one of our favorite call monitoring services because it provides call barging and live monitoring, but it also allows supervisors to give feedback on specific points in the call. 

Screenshot from Talkdesk's website showing an example employee's dashboard with their activity data on screen with add comment feature also shown.
Talkdesk helps employers monitor employee phone calls with the goal of improving employee performance and customer experience.

As with every other type of employee monitoring, call surveillance is best done under the direction of a clear and comprehensive employee monitoring policy.

Biometric Monitoring 

Biometric technology is booming in both personal and workplace-related use. We use facial recognition to unlock our iPhones and press our fingerprints into time clocks to track work hours. These biometric advances undoubtedly make life more streamlined, but they can have downsides. 

Employers appreciate that fingerprinted clock-ins help reduce time theft, for example, but employee advocates worry about what else the personal data—a person’s fingerprint—might be used for. 

In recent years, some employers have encouraged the use of biometric screenings and fitness watch-based health initiatives to improve employee health and wellness. But this data, critics argue, can also pave the way for discrimination if employers use the data to inform health insurance coverage decisions. 

If you decide to utilize a biometric tool of any kind—like UKG’s TouchFree ID for punching in or company Fitbits to encourage healthy practices—make sure you: 

  • Present this information to your employees in written form
  • Disclose what the data will be used for
  • Obtain employee consent in writing
Screenshot from UKG's website showing face recognition with clock-in system. Feature descriptions on page as well.
UKG’s face recognition clock-in system adds a layer of security and convenience to the punch-in process.

While few states currently have laws addressing biometric monitoring, regulations are gaining ground. Illinois, Texas, and Washington all have laws regulating the use of biometric information. Other states are poised to follow suit.

Stay out of any legal issues by following the steps above—and keeping the data private once you have it.

Steps to Creating an Employee Monitoring Policy

The first step toward creating an employee monitoring policy is to enlist the help of your company’s lawyer or an online legal service like LegalZoom. Tell your attorney how and why you plan to monitor your employees. 

An attorney will be able to help you understand the laws you must follow before you can even decide what monitoring methods to use. They can also help you draft an employee monitoring policy or point you in the direction of a suitable template. 

Screenshot of Legal Zoom's lawyer web page.
LegalZoom is a wallet-friendly way to get live assistance from a lawyer when you need it.

You can find employee monitoring policy templates on sites like Template.net. What we love about this template is that it outlines the reasons for monitoring in detail.

Screenshot of a privacy and employee monitoring policy from template.net.
A detailed employee monitoring policy can help build trust between you and your employees.

In general, an employee monitoring policy should include the following sections: 

  • Introduction: explains why you plan to use monitoring tools, which software services you’ll be using, and what benefits these monitoring practices will bring to both the employer and the employee
  • Scope: outlines who the monitoring policy applies to—for example, in-house employees but not independent contractors
  • Outline of Monitoring Systems: a brief overview of the types of monitoring you’ll be using, when you will be using it, and whether or not it will be used for remote work
  • Data Collection: explain why you will collect data, what type of data you will collect, how long the data will be stored, and what the company will do with the data
  • Legality: explain how you are adhering to all the laws that apply to your company
  • Signature and Date: a signature represents that an employee is in agreement with the employee monitoring policy as stated in the document

If the policy ever changes at any point in time, alert your employees, create an updated policy, and give employees the updated paperwork to read and sign if they agree.

And remember to show your attorney the employee monitoring policy to ensure you comply with all the laws relevant to your company. 

Is an Employee Monitoring Policy Right For You?

Yes. If you plan to monitor employees in any way, then we absolutely recommend implementing an employee monitoring policy. 

A policy like this helps your company enjoy the benefits of monitoring while reducing the risk of legal or ethical violations that can land you in boiling water. 

But there are additional benefits to employee monitoring policies to think of, too: 

  • They help set employee expectations for work quality in a way that is open and honest, empowering employees to meet and exceed company standards.
  • They set privacy expectations for employees, so they won’t assume they have privacy on company computers, for example—even if they choose to use the devices for personal reasons.
  • Obtaining informed consent for your monitoring practices helps prevent ill feelings toward your company—no one likes to be spied on, and uninformed monitoring can land you on the wrong side of the law.
  • They ensure that you’re adhering to the relevant data and privacy laws.
  • They help create an ethical, transparent company culture.

It’s true that you’ll need to put in a bit of work to create an employee monitoring policy. But it’s worth doing the work now to avoid problems down the road.

Final Thoughts About Employee Monitoring Policies

Monitoring your employees, whether they’re working remotely or in the office, can bolster productivity, help ensure safety, and promote well-being. But employers must take care not to abuse the monitoring of employees, both for ethical and legal reasons. And if you’re going to monitor your employees, we recommend doing so in a way that fosters trust—not ruins it.

An excellent way to avoid issues related to employee surveillance is to implement an employee monitoring policy. These types of policies keep your company ethical and transparent. They help your employees provide informed consent, leading to a healthier—and more productive!—workplace environment. 

There’s no better time than now to make employee monitoring policies a part of your employee management system and onboarding process.

Employee Incentive Program Starter Guide: Learn the Basics

When you want to keep your employees engaged and motivated with an employee incentive program, 15Five can help you track it. You can try 15Five for 14 days with a free trial account.

When employees feel that they have value and that management appreciates them, production tends to be better. Incentivized employees tend to be more willing to stay with the company rather than constantly job hopping. There are multiple subscription software packages you can choose from to streamline and simplify the incentivization process.

The 5 Best Software Packages for Employee Incentive Programs

Through employee engagement software, you, as a business owner or as a human resources manager, can give employees a voice. These software packages deliver surveys and information that help management determine which incentives are most important for employees. Our list of the best employee engagement software packages can help you begin your research.

What Are Employee Incentive Programs?

Screenshot of 15five's employee incentives high fives feature dashboard.
15Five has an easy-to-use, beginner-friendly user interface.

Employee incentive programs are ideas the company implements to give employees a chance to earn extra benefits. These benefits go beyond the salary and other parts of their employment packages, like health insurance, paid vacation, and paid sick days.

Benefits that are part of an employee incentive program can include tangible benefits, such as extra days off or gift certificates. They also can include things like recognizing an employee of the week or positively reinforcing certain actions at work. For example, 15Five offers digital “high fives” that teammates can give and receive to highlight excellent work and attitude.

Rather than focusing on the accomplishments of an individual, some employee incentives can reward a department or the entire company. If the team hits its sales goal for the quarter, perhaps management can pay for a catered lunch. Such incentives can involve fun activities, too, like a casual dress workday or an employee night out at the local ballpark.

Do Employee Incentive Programs Actually Work?

According to McKinsey & Company, incentive programs, especially financial incentives, have both short-term and long-term benefits. 

In the short term, such incentives lead to rapid employee performance improvements. This can be helpful when the company is implementing a new area of focus or when a major transformation is occurring.

In the long term, employees tend to feel valued when participating in incentive programs. When they receive monetary rewards through the incentive program, they tend to job hunt less often. Companies have an easier time retaining top employees with a combination of competitive employment benefits and incentive programs.

Some of the overall benefits of either individual- or team-based employee incentive plans include:

  • Greater productivity and level of motivation
  • Higher morale
  • Higher level of engagement with team members
  • Higher level of holding each other accountable
  • Better results in meeting deadlines and hitting goals
  • Greater sense of loyalty to the company and the team

Incentives for employees as part of these programs should be different from providing office perks for your employees. Office perks can involve consistent things like free coffee or donuts on Fridays, regardless of company performance. Incentive programs should be special benefits that show extra appreciation for a job well done.

Deciding Whether to Start an Employee Incentive Program

Screenshot from 15Five showing the "create a new objective" screen and various functions to create an objective.
15Five lets you lay out specific, actionable objectives and track status as you go.

If you start an incentive program, it’s important to take it seriously. Management needs to be on board with the program so it receives the funding and attention required to make it work as intended. If the program isn’t receiving support from management, employees will figure it out pretty quickly, and they won’t take it seriously.

Consider the budget you want to deploy to the program. Does the company want to try a one-time expenditure to fund a short-term program? Or are you ready to devote an annual budget to a long-term employee incentive program?

Think about what you want to accomplish with the program. Will the employee incentive program involve meeting long-term goals as something designed to be permanent? Does your business need special incentives during busy times, such as at the end of the fiscal year, to hit goals? Or do you need something in between?

You then can begin setting goals for what you want to accomplish through the employee incentive program. Software like 15Five provides the ability to track objectives that the company has. Have department heads and administrators create a list of goals in 15Five they want to accomplish. Through the list, you then can find some objectives that would fit well within an employee incentive plan.

Take a Survey of Employees

Screenshot from 15Five describing survey features to solicit feedback from employees and those within the organization.
You can send anonymous surveys to get honest feedback from your employees.

Once you decide to begin using an employee incentive program, it’s time to check in with the employees themselves. Employees need to have a say in how the program expects to operate and what the incentives will be.

Part of the reason to begin this type of program is to show employees that the company values them. If company executives put a program in place that has no employee input involved, employees may not receive it well. They may not want to participate if the incentives aren’t of value to them or if they don’t see the importance of the goals.

One of the best ways to find out what kinds of incentives employees would appreciate is through an online survey. One of the strengths of 15Five is how it lets employers create quick surveys and feedback requests for a variety of items. You can use these surveys to learn about items that employees would find important in an incentive program.

Some of the incentive program details about which you can ask your employees for their opinions include:

  • Types of reward-based incentives: Some employees may prefer financial incentives, which would include gift cards. Others may prefer to receive experiences, such as a special catered lunch or a company golf outing at a private club where the boss is a member. It’s important that the employees have a say in the tangible incentives.
  • Types of recognition-based incentives: Recognition incentives can be helpful for encouraging friendly competition among team members. They also can boost morale. Through the survey, you may find that employees prefer digital high fives and points that they can award to each other versus a company outing outside of working hours.
  • Options for continuous programs: Through a survey, you may find that employees like the idea of having a continuous incentive program in place. They may appreciate daily contests or weekly goals that keep them motivated. Others may prefer targeted incentive programs at certain times of the fiscal year when the company needs a boost in performance.

Understand that chances are extremely low that you will receive 100% consensus from the employees. You may find it helpful to narrow the number of choices you give employees within each topic. By having three to five options in the survey, you’re more likely to at least have a majority select one of them versus having 10 to 12 choices and spreading out the answers.

You also could offer multiple incentives if you believe your employees won’t be able to come to a consensus. Perhaps in a large company, one department can work toward one type of incentive while another department has another incentive in mind.

How to Implement an Employee Incentive Program

Screenshot from 15Five showing different filter function.
Easily review answers and compare various types of answered questions from your survey to identify patterns and needs.

When you are almost ready to implement the incentive program for employees, you may want to hold a meeting with representatives from a few different departments. Go over the proposed incentive plan and ask for feedback. You don’t need to have full agreement from everyone at the meeting, but you can receive a general idea about whether the plan needs any tweaking.

After any final adjustments, it’s finally time to introduce the incentive program to employees. If this is a completely new program, you may want to have a big production and buildup, so employees can become excited about the program. You’ll want to put some thought into the introduction, as employee buy-in is important for success in this type of program.

When a new employee comes on board and has a chance to participate in the employee incentive plan, you probably don’t want to have a big production for each new hire. However, if you want to receive the highest level of buy-in from new employees, an explanation of the incentive program should occur as part of the employee onboarding process.

Explain the Program in Detail

Employees need to be able to fully understand the program. Incentive programs like this likely will bring out a high level of competitiveness from some of your employees. They will want to be able to track their progress toward earning incentives. 

The program should be easy to understand. You may want to provide easily accessible documentation that gives employees the ability to calculate their progress. Having detailed explanations of the incentive program also should prevent disagreements and disputes down the road.

Ultimately, everything should be as above board and as clear as possible in setting up the incentive program. You never want employees to feel like the company is hiding something or trying to trick them into working more for an unattainable incentive. Transparency is key.

Allow Employees to Track Their Progress

Screenshot of 15Five compare group function showing example participant data.
15Five lets individual employees track their progress toward various incentives.

As part of introducing as much transparency into the incentive program as possible, consider allowing employees to track their progress through software. You may be able to track progress toward incentives through employee engagement software or through human resources software. 

Not only does giving employees the opportunity to track the progress toward reaching incentives make the program transparent, but it also sparks competition. When employees can see their progress and the progress of their team members, many of them will use these numbers as motivation.

With the ability to track the incentive program through software, employees should never have a question about the deadlines for a short-term program, either. 

Some companies may prefer to post results for the program on a community bulletin board or on a whiteboard in the breakroom to make sure everyone sees it. This may work better for tracking progress toward a team-oriented goal. Placing a notice in the breakroom can encourage employees to talk about the program and brainstorm ideas about how to try to reach the team-based incentives.

You may even want to create a poster in the breakroom that allows employees to mark off progress toward the goal to receive the incentive. Marking daily progress can be a fun activity that encourages team building.

Celebrate Successes in the Incentive Program

When implementing an employee incentive program, the ultimate goal is to encourage employees – and to allow the company – to have more success. When the team or individual employees reach their objectives, it’s important to celebrate this accomplishment.

Holding celebrations of successes can encourage other employees to work toward meeting the goals for the next incentive period. Recognizing successes also shows the employees that the program is real and that it is possible to reach the incentives.

Seeing co-workers receive their incentives or being part of a team that reaches its goals can be a source of pride. Celebrating this accomplishment shows appreciation from management for the hard work of the employees.

Administrators may want to present employees with extra incentives, such as a gift card or another type of prize, in front of the entire company or department. It’s also possible to shoot videos and photos of a company outing that a team earned by hitting its goals. Then post those images to the company’s internal website, so everyone can see the team enjoying the benefits of the incentive program.

Plan Ahead For Discouraging Results

Of course, it is possible that your employee incentive plan does not quite work as intended, and the team doesn’t reach the required objectives. Avoid the temptation to simplify the program in mid-stream or to change the goals to let employees “win” the incentive. The incentives and goals that are part of the program should be challenging, after all.

If you believe the goals were too difficult to obtain in this incentive cycle, you can adjust them for the next cycle to give employees and teams a better chance of hitting them. Just don’t change the rules in the middle of a program, or employees may expect the company to make things easier every time. The program then loses some of its effectiveness.

Final Thoughts About Employee Incentive Programs

It’s an old saying, but it remains true in today’s evolving workplace: Your company is only as strong as its employees. Once you have good employees working for you, keeping them engaged and happy with employee incentive programs is a smart idea. 

Managing and implementing your employee incentive program is easier when using employee engagement software. These software packages not only track the incentives for you, but they also help you query your employees about incentives they would like to have available. 

When your employees feel like they have a voice in the incentive program, they’re more likely to appreciate the incentives they’re receiving. It all leads to more productive employees.

Oasis PEO Review

Outsourcing payroll or using multiple software to manage human resources isn’t always enough to efficiently handle all your administrative tasks. That’s where PEO (professional employer organization) service providers come in. In the past few years, outsourcing several managerial and administrative functions to trusted PEOs has become quite common.

Oasis PEO is one of the many excellent PEO service providers available in the market today. It has a service-focused approach and provides various services like risk management, payroll, technology benefits, employee solutions, and much more.

Paychex brand logo

Oasis PEO Compared

Oasis PEO made our top list for several reasons. While it’s a great option, the best PEO service provider for most readers is Resourcing Edge because it provides customized solutions to clients. Moreover, it offers advanced technology and a single point of contact. Find out how you can empower your business with a free consultation with Resourcing Edge.

  • Resourcing Edge — Best fully customized PEO services
  • Paychex Oasis — Best industry-specific PEO solutions for startups
  • Amplify PEO — Best HR technology suite with PEO services
  • Insperity — Best support for small businesses with simple health plan needs
  • Paychex — Best for outsourcing payroll and tax compliance
  • ADP TotalSource — Best 401(k) plans for midsize organizations
  • Justworks — Best for businesses hiring at scale
  • PapayaGlobal — Best global PEO company
  • VensureHR — Best for businesses with less than 50 employees
  • TriNet — Best health benefit options for SMBs

You can read the in-depth analysis of these platforms here

About Oasis PEO

Oasis PEO offers a range of professional employee organization services that include multiple touchpoints with your company. It assigns a payroll accountant and an HR generalist to your account. This hands-on approach has helped Oasis win many clients over the years. Moreover, it equips you with the tools needed to invest in your workforce, from hiring to retirement. Since its acquisition by Paychex, Oasis has leveraged Paychex’s network and technologies. It has ultimately increased the client base of its parent company by offering advanced PEO and HR outsourcing services.

It also offers industry-specific solutions targeting education, retail, private equity, financial services, and more.

Furthermore, it is an excellent fit for startups because of its versatility. Oasis PEO has a 90-day money-back guarantee window, giving small businesses plenty of time to try it and analyze whether it suits their needs.

Oasis PEO Health and Stability

Oasis PEO ceased to exist as a single company after its acquisition by Paychex in December 2018 for $1.2 billion. 

At the time of acquisition, Oasis had 8400 PEO clients and 1100 employees. Moreover, its annual revenue exceeded $9 billion in the previous year. On the other hand, Paychex had 650,000 payroll clients and 14,500 employees. After the acquisition, Paychex Oasis, as a single company, has been providing HR outsourcing services to 1.4 million worksite employees. 

In 2019, following the acquisition, Paychex was ranked 700 on the Forbes 500 list of largest corporations by revenue. The company’s total revenue in 2020 amounted to a whopping $4.1 billion.

Paychex Oasis is traded on NASDAQ as PAYX. The parent company of Oasis, Paychex, is more than 40 years old and shows no signs of slowing down any time soon. Therefore, Paychex Oasis is here to stay for a long time.  

Oasis Pricing

For any business to be eligible for Oasis’s PEO services, it must have at least five employees. Unlike other PEO service providers, Oasis needs you to sign a one-year-long contract. However, you can still cancel the subscription by providing a 30-day written notice. There is a chance that Oasis may charge you a small early termination fee.

As Oasis PEO offers quote-based pricing plans, you’ll have to contact their sales team to get a customized subscription plan based on your requirements and case. Once you reach out to the team, it will help you identify the exact needs of your business and correctly assess which operations need to be outsourced. The consultation is entirely free, making it ideal for small businesses.

Speak to an expert and get started today with two months of free access.

Oasis PEO Pricing Structure

For Oasis PEO, the pricing quote depends on the number of services provided in each package. Professional employer organizations keep coming up with new limited-time offers and discounts, so keep an eye out for them. Some primary services Oasis PEO offers include worker’s compensation, employee benefits, time and attendance solutions, and much more.

Its pricing structure can also vary based on the size of your organization. The larger the organization, the bigger the needs of the business. Therefore, the client gets a fair quote after a careful assessment of what the company requires. 

The final quote is based on the number of services you request. Each service provides more value to your business. You’d probably have to take most of Oasis’s services if you plan to outsource administrative and HR tasks. You can request a discount for a bundle of services. 

Oasis PEO will help you provide and manage various employee benefits through the Paychex Flex HR platform. These benefits include vision insurance, dental plans, pooled employer plans, traditional 401(k), and health savings accounts. 

Irrespective of the number of services you decide to avail, you’ll receive full-service payroll with 24/7 support, monitoring of laws that may impact your business, and access to dedicated HR specialists and SMEs.

Oasis PEO Pricing Comparison

Oasis PEO offers many services to its clients, including large corporations and small businesses. However, there is no set pricing, and each new user has to get a price quote based on their needs. This leads to a need for more pricing transparency. 

However, that is the case with most professional employer organizations. Oasis, Resourcing Edge, Insperity, ADP TotalSource, Vensure HR, Amplify PEO, and almost all other PEOs also offer a private pricing quote instead of a public pricing list, given the nature of their work. 

However, a few PEOs like to offer free trials or discounted initial months. For example, Paychex offers three months of free payroll processing. Similarly, Papaya Global offers a 30-minute demo and gives businesses a chance to decide whether or not to move forward with this PEO. 

TriNet is unique compared to other PEOs because it requires its prospective clients to take a PEO assessment that helps them better understand the needs of their clients. Moreover, it also offers a referral reward of $10,000.   

Oasis PEO Trials and Guarantees

Oasis PEO can help your business provide employee benefits and recruit and retain top talent. Over 730.000 businesses trust Paychex Oasis. It proves that there are various benefits to outsourcing HR administration.

For expert PEO and HR support, Oasis PEO offers its services for free in the first two months. This can help users get the hang of the platform and help them decide whether they want to continue using its services. 

The company also runs different limited-time discount offers throughout the year. So, keep checking to get a higher discount for trying out their service. Moreover, you can contact the customer support service to understand the purpose and benefits of the various services on offer.

Get started today with two free months.

Oasis PEO Service Providers Review

There are several better professional employer organizations present in the market today. Those platforms outperform Oasis PEO in different aspects. However, Oasis PEO compensates for it by offering free consultations and many advanced features and services. If you are looking for a PEO with exceptional services and excellent client support, choose Oasis PEO.

Our research also suggests that Oasis PEO is ideal for small businesses and startups. It provides HR technology and service, regulatory compliance, risk management, and other crucial services required to run a business efficiently. To see how Oasis’s professional employer organization services stack up against some of its top competitors, read our comparison of the best PEO service providers.

What Makes Oasis PEO Service Provider Great

Screenshot of Oasis PEO Professional Employer Organization Services webpage
Oasis PEO is ideal for small businesses looking for extra HR support.
  • Compliance assistance: Many small businesses hire a PEO to receive guidance regarding the legalities involved in running a business. Oasis PEO thoroughly complies with financial and industry standards along with government regulations. It is accredited by the Internal Revenue Service and Employer Services Assurance Corporation. It sends you timely updates in case new legislation is introduced or changes are made to an existing one. The Oasis HR team always ensures that your business is complying with all rules and regulations and assists you in following the protocols set by EEOC, HIPAA, and OSHA. 
  • Risk management: Oasis PEO also handles worker’s compensation on behalf of its clients. It provides access to cyber liability insurance plans to protect your company from financial risks. Moreover, it offers expert help in developing safety manuals and training programs. 
  • Dedicated customer support: Oasis PEO offers one of the best customer support services among all the PEOs. Every customer is assigned an HR professional and a payroll accountant manager. The HR representative provides advice on compliance issues, and the payroll account manager assists in creating realistic paid time off policies.
  • Easy employee access: Employees are allowed to access their pay summary through an Oasis PEO portal online. They can alter direct deposit information and can also avail of employee discounts. Moreover, the Oasis portal also enables them to store important documents online.

Where Oasis PEO Service Provider Falls Short

Screenshot of Oasis PEO's features and services webpage, showing Human Resources, Employee Benefits, and Payroll Processing.
OAsis PEO offers many Notable features and services, including HR support and payroll processing.
  • No pricing transparency: The quote-based pricing offered by Oasis PEO is inconvenient because it makes it difficult to compare prices with other PEOs. Moreover, the price keeps increasing as you add more services to your plan. For example, the standard PEO services offered by Oasis are benefits administration, payroll, and HR, but if you want to access more advanced services like performance management and applicant tracking, you will be given a higher price quote.  
  • Dated interface: Oasis’s interface is not the best in the market compared to other PEO platforms. A support screen is available to contact the help desk and get issues fixed. However, this feature can look outdated in front of PEOs offering live chat options. Moreover, Oasis’s PEO provides a document storage option but no access to online articles. 

Oasis PEO Service Provider Compared

While Oasis PEO is an excellent option, the best PEO service provider for most of our readers is Resourcing Edge because it provides customized solutions to its clients. Moreover, it offers advanced technology and a single point of contact.

  • Resourcing Edge — Best fully customized PEO services
  • Paychex Oasis — Best industry-specific PEO solutions for startups
  • Amplify PEO — Best HR technology suite with PEO services
  • Insperity — Best support for small businesses with simple health plan needs
  • Paychex — Best for outsourcing payroll and tax compliance
  • ADP TotalSource — Best 401(k) plans for midsize organizations
  • Justworks — Best for businesses hiring at scale
  • PapayaGlobal — Best global PEO company
  • VensureHR — Best for businesses with less than 50 employees
  • TriNet — Best health benefit options for SMBs

Oasis PEO HR Outsourcing Services Review

While Oasis PEO helps solve problems related to complex HR payment cycles, other PEOs offer better services in other aspects. Even though Oasis didn’t make it to the top of our list of the comparison between the best HR outsourcing services, it did make it to the second spot. 

First of all, Oasis offers various HR outsourcing services, but it is best for its payroll services. It can handle payments for all types of workers, from a mixed workforce of contractors to full-time employees and employees who want to be paid via prepaid debit cards.  

Besides payroll, it provides retirement and insurance services, HR professionals, compliance services, and benefits administration. Oasis PEO offers a mobile app that allows businesses to track hiring and labor costs. Even companies with internal HR departments can consult Oasis to extend or improve their HR services.

Oasis PEO HR Outsourcing Services Compared

Oasis PEO offers various services, and its HR services are ranked among the top PEOs. However, it is not the leading service provider in our list of the best HR outsourcing services.

  • Rippling – Best For Saving Time on HR Tasks
  • Paychex — Best HR outsourcing for complex payment cycles
  • Insperity — Best HR outsourcing service that runs itself
  • ADP — Best HR outsourcing to handle some (or all) of your HR needs
  • TriNet — Best for big business benefits on small business budgets
  • Zenefits — Best HR platform to wrangle your current HR systems together
  • Engage PEO — Best HR outsourcing for unique compliance needs
  • G&A Partners — Best HR outsourcing for employee training and development
  • Tandem HR — Best HR outsourcing for minimizing your risk liability

Final Verdict

As a business grows, it sometimes has to outsource different HR and other operations to better focus on the rest of the company. Therefore, the various professional employer organizations are of utmost importance as they help businesses focus on their core competencies by handling administrative duties.

Paychex Oasis has been in the market for a long time and has always shown exceptional performance. It stands out from the crowd because of its unique features, timely customer support, and other valuable features. Therefore, we can conclude that Oasis PEO is here to stay for a long time.

Square Payroll Review

Square has been a leader in digital payment services for years, helping online and brick-and-mortar businesses collect payments, access funds, and create rewarding loyalty programs. 

Square Payroll provides convenient payroll and tax services, adding to Square’s all-in-one merchant-focused solution. Small businesses, especially, can benefit from using a payroll service like Square Payroll to pay their teams, deduct taxes, review sales, and more. 

Learn how Square Payroll can ease payroll management for your team.

Square brand logo.

Square Payroll Compared

Square Payroll did not make our top list of online payroll services. Our top pick, Gusto, is an excellent alternative to Square Payroll for most businesses, including new companies without a dedicated payroll team. Try Gusto free for 30 days.

  • Gusto — Best for dispersed workforces
  • Paychex — Best for experienced payroll teams
  • OnPay — Best for simplifying all things payroll
  • QuickBooks Payroll — Best for solopreneurs and small teams
  • ADP — Best for never outgrowing your payroll provider

Read more about the best online payroll services.

About Square Payroll

Although Square Payroll didn’t make our top list for online payroll services, it still offers plenty for small businesses. The company helps small business owners without payroll experience pay employees and contractors, track paid time off, and withhold multistate taxes.

Square Payroll also combines other key employee management services, like time tracking, invoicing, workers’ compensation, and benefits package management. Business owners can choose between contractor-only plans or plans covering payments for contractors and employees.

Square Payroll Health and Stability

Although Square was founded back in 2009, Square Payroll is a more recent offering from the digital commerce company, introduced in 2015. Square Payroll operates in all 50 of the United States and the District of Columbia.

Square has exhibited a promising amount of growth over its lifetime. Its parent company, Block, Inc., saw a 101.5% increase and an 85.95% increase in revenue from 2019-2020 and 2020-2021, respectively. 

Although 2022 growth hasn’t been as drastic, Square’s movement into other financial and commerce services gives it plenty of room for successful expansion. For instance, the company owns Cash App and Weebly, two powerhouse services in their industries. 

As a result, we only expect Square and Square Payroll to continue moving up the ranks as a commerce services provider. With Square Payroll seamlessly connecting to other Square services, users can expect it to remain as strong and reliable as its parent company.

Square Payroll Pricing

Square Payroll keeps its pricing transparent by showcasing its pricing structure on its website. With just two plans available, Square Payroll offers an uncomplicated process for choosing a plan based on whether you use contractors or employees.

Square Payroll Pricing Structure

Square Payroll gives businesses a choice between two plans: Contractor Only and Employees and Contractors. 

Both plans include the same features, such as contract-free subscriptions, mailed forms, and seasonal inactivity management. The primary difference is that the Employees and Contractors plan comes with must-have features for employee payroll, like multistate payroll and tax filings and payments.

Billing cycles are monthly. Contractor Only plans are charged per contractor, while an Employees and Contractors plan costs a monthly subscription fee plus a smaller fee for each contractor or employee. 

Square Payroll Pricing Comparison

Designed to meet the needs of small businesses, Square Payroll is a highly affordable payroll service. Its stripped-down nature makes payroll simple to manage and budget-friendly without lacking features.

A Contractor Only plan is $5 per contractor, and an Employees and Contractors plan costs $35 per month plus $5 monthly per employee or contractor. This is lower pricing than the top competitor, Gusto, which starts at $40 per month plus $6 per month for each paid worker. 

Like many other Square Payroll competitors, Gusto does not offer a contractor-only plan. However, Gusto’s more robust employee benefits packages may be worth the extra cost for medium to larger businesses.

Paychex is one of the most comparable payroll services to Square Payroll in terms of pricing and features, with its lowest-tier package costing $39 per month plus $5 per employee per month. Still, this is a few dollars more than Square Payroll and lacks a contractor-only option.

Square Payroll Trials and Guarantees

Square Payroll does not currently offer any free trials, demos, or guarantees. However, the company doesn’t require business owners to sign a contract. This benefit, combined with monthly billing, allows you to cancel your subscription anytime without a significant financial commitment or early termination penalty.

Additionally, Square Payroll is an IRS-certified reporting agent that uses the most up-to-date data and practices to file and manage your business’s payroll taxes accurately. Therefore, the company can assist your business in the event of an audit.

Square Payroll Online Payroll Services Review

Square Payroll targets small businesses needing a simplified online payroll service that manages payments for employees and contractors. Taking advantage of Square’s infrastructure of digital commerce tools, Square Payroll is ideal for businesses already using other Square products, like point-of-sale equipment and team management tools.

Continue reading this review to discover why Square Payroll might be one of the best online payroll solutions for your business.

What Makes Square Payroll Online Payroll Services Great

Screenshot from Square Payroll web page with CTA and button to "get started".
Square Payroll is an affordable solution for small businesses and companies using only contractors.
  • Ease of use: Managing payroll shouldn’t be confusing, especially for a small business handling it without a dedicated payroll department. Square Payroll is incredibly simple every step of the way, including its setup. The software asks critical questions to prepare your account and add employee information to the database to start paying them and managing their benefits immediately. A streamlined interface makes it easy to navigate Square Payroll’s features, change information, get reports, and more.
  • Team management: Square Payroll goes beyond payment management to also help teams stay organized. Your team can clock in and out with a mobile app while keeping track of their own hours and payments, and you can view the same necessary information on your end. Or, connect your Square Payroll system with Cash App to offer more flexible payment options, like direct deposit and on-demand payments of up to $200 per pay period.
  • Multistate payroll: With a boom in independent contracting and remote work, it’s become more common for companies to need to pay employees in multiple jurisdictions. Square Payroll offers multistate payroll management with automatic tax calculations to ensure that you’re withholding the right amount of taxes from each employee, regardless of where they live. Square Payroll automatically remits your tax payments to each jurisdiction’s agency for simplified quarterly or annual filing. It also handles local and federal taxes for your business.
  • Affordability: Square Payroll targets small businesses and, therefore, creates a pricing structure that fits small businesses well. This online payroll service is among the most affordable of its kind, with a plan as low as $5 per month per paid user. Even its monthly subscription plan for employees and contractors is priced lower than many competitors with similar features.  
  • Contractors-only plan: Square Payroll offers a unique contractors-only plan for businesses that may already have a payroll service for their employees or for those using only independent contractors. This plan allows companies to save money on their payroll costs with no monthly subscription fees and a charge of $5 per contractor per month. The affordable plan still includes must-have benefits to companies paying employees and contractors, like unlimited pay runs and multiple payment options for contractors.
  • Seamless Square integration: Businesses already using Square tools and equipment will probably find that Square Payroll fits right into their payment infrastructure without a hitch. Square’s payroll software is designed to work with other Square tools, like its shift scheduling software, time tracking, and reporting. You can even connect your workers’ compensation insurance to your Square Payroll account for easy management of all employee benefits. 
  • Mobile app management: Employees, contractors, and employers can use the Square Payroll mobile app to manage their payments and information. For employees and contractors, the app offers payment options, time tracking, scheduling tools, and the ability to clock in and out. Employers can use the app to view and print reports, change schedules, manage their accounts, and run payroll. Basically, anything you can do from the Square Payroll website, you can also do from the mobile app. 
  • Flexible usage: Square Payroll includes a few options for out-of-the-box business needs to make your account more flexible. For example, if your business operates seasonally or you have seasonal employees, you can pause your account’s billing to resume when you need the service once again. You can also add and remove workers as needed and begin paying new employees or contractors right away. Additionally, with no contracts needed to sign up for Square Payroll, businesses can cancel their accounts at any time.
  • Automatic POS imports: If you use Square POS to handle customer or client payments, the money you make using the system can import directly into your Square Payroll account, too. This can make it easier to manage tips, bonuses, and commissions your team members earn during their shifts. Set up your Square Payroll account to pool tips to split between all employees on that shift or send tips meant for a specific employee to them via your account.
  • 401(k) benefits: You can give employees the option of signing up for 401(k) benefits through Square Payroll. The company partners with Guideline to offer this option, allowing you to manage your team’s retirement benefits from the Square Payroll dashboard. Employees can also track and manage their benefits using the app. 

Where Square Payroll Online Payroll Services Fall Short

Screenshot from Square Payroll Pricing web page showing cost of working with a competitor vs. Square with monthly savings figure.
Small businesses can certainly save money with Square Payroll, but the service may not offer enough for larger companies.
  • Limited scalability: Square Payroll is specifically designed to help small businesses manage their payroll easily. That’s not necessarily a negative point. However, we believe it’s essential to note the company’s target audience, as medium to large businesses may find that it lacks the features they need to handle payroll for a large, diverse team.
  • Basic reporting: Square Payroll isn’t as equipped with advanced reporting tools as some of its competitors, like Gusto. Unlike other payroll services that include various customization modes to get tailored reports with just the data you need, Square Payroll only allows you to filter by a few report types, employees, or date ranges. Plus, it’s not currently possible to display these reports on the website or app. Instead, you’ll need to download them.
  • Lack of integrations: If your business uses Square already, you won’t need to do much to get Square Payroll to fit right in. However, this service doesn’t have many integrations outside of the Square atmosphere, so you might find it limited if you want a fully connected system of tools.
  • Limited customer support: Reliable payroll is a necessity for any business, and being able to contact your payroll provider when you need assistance is priceless. Square Payroll’s customer service is only available by phone or live chat Monday to Friday, 6 am to 6 pm PST, which could feel restrictive for business owners. 
  • Narrow benefit options: Square Payroll allows business owners to set up retirement plans, health insurance plans, and other benefits for employees. However, as a payroll provider for small businesses, its benefits aren’t as robust as those from other services, like ADP and Gusto. For instance, you won’t be able to offer an HSA, college savings plan, or life insurance through Square Payroll.

Square Payroll Online Payroll Services Compared

Our top pick for online payroll providers is Gusto, which offers an excellent mix of features and benefits for many types of teams.

  • Gusto — Best for dispersed workforces
  • Paychex — Best for experienced payroll teams
  • OnPay — Best for simplifying all things payroll
  • QuickBooks Payroll — Best for solopreneurs and small teams
  • ADP — Best for never outgrowing your payroll provider

Final Verdict

Square Payroll is an all-in-one solution for small businesses paying contractors and employees. With a $5 contractor-only plan, it’s also a cost-effective solution for solopreneurs and micro businesses with only a handful of partnered contractors.

Square Payroll’s easy-to-use interface and convenient mobile app make payroll management a breeze for small business owners. However, medium and large businesses will probably want to consider a more comprehensive option, like Gusto or Paychex.

QuickBooks Payroll Review

QuickBooks Payroll is a byproduct of Intuit and is the number one payroll service provider on the market today. QuickBooks Payroll is the perfect solution for small teams or solopreneurs that want a valuable payroll service without unnecessary costs. 

With additional features like time tracking and tax penalty protection, QuickBooks Payroll allows you to create a flexible work environment for your employees, ensuring you won’t have to spend excess fees to get to that point. 

Quickbooks brand logo.

QuickBooks Payroll Compared

QuickBooks Payroll did make it onto our top list for being the best payroll service for small teams and solopreneurs. However, the best online payroll service for most people is Gusto because of its ability to provide excellent features for dispersed workforces. Sign up for Gusto today, with pricing plans starting at just $46 per month

Want to read more about the top best online payroll services? We reviewed dozens of options and narrowed it down to the top five. If you want to scope out all of your options, see all of our top picks here.

  • Gusto — Best for dispersed workforces
  • Paychex — Best for experienced payroll teams
  • OnPay — Best for simplifying all things payroll
  • QuickBooks Payroll — Best for solopreneurs and small teams
  • ADP — Best for never outgrowing your payroll provider

About QuickBooks Payroll

QuickBooks Payroll is an affordable service for small teams because of its features. You don’t have to worry about paying for functionality you will never use. QuickBooks Payroll aims to provide a hassle-free payroll service by automating your entire payment process. 

With that said, QuickBooks Payroll offers products and services in additional areas, including accounting, bookkeeping, payments, time tracking, and ecommerce. 

QuickBooks Payroll Health and Stability

QuickBooks Payroll is a byproduct organization of Intuit, which is a business software company specializing in financial software. QuickBooks was first founded in 1983 and is a privately held company. 

While there’s not much public information on QuickBooks Payroll, Intuit is an incredibly stable company, raising more than $18.9 million in three funding rounds, with investments from Kleiner Perkins, Sierra Ventures, and Technology Venture Investors. 

Today, QuickBooks employs more than 100 people across the United States, and Intuit employs more than 14,000 across the globe. With a 4.4-star rating on Glassdoor, it seems Intuit cultivates a diverse culture across its businesses, including at QuickBooks. 

QuickBooks Payroll Pricing

QuickBooks Payroll currently has two different pricing packages. One is an individual payroll solution and the other is a payroll and accounting bundle. It also has separate pricing packages for additional features, like time tracking. 

QuickBooks Payroll Pricing Structure

QuickBooks Payroll’s pricing structure for its payroll solutions and bundle packaging is on a per-employee-per-month basis. For example, to benefit from its individual payroll Core package, you will need to pay a base rate of $45 per month, with an additional $5 per employee, per month. 

This pricing structure is the same across the board for most QuickBooks Payroll products, except for its payment, bookkeeping, and ecommerce products, which are consultation and fee-based pricing structures instead. 

QuickBooks Payroll Pricing Comparison

QuickBooks Payroll is an affordable solution compared to other payroll services on the market today. While it doesn’t have one-off pricing for an all-in-one platform, it still offers great value for money for small teams. For the sake of these comparisons, we will be discussing pricing for QuickBooks Payroll’s individual payroll solution. 

Compared to other online payroll services, QuickBooks Payroll can be a little more expensive, depending on the company you compare it to. For example, Gusto’s starting price is $40 per month plus $6 per month per person—and while QuickBooks Payroll’s per person rate is cheaper by $1, Gusto’s base fee is $5 less, making it a more affordable alternative overall. 

With that said, OnPay offers the same rate as Gusto, but only for the first month. After the first month, OnPay will expect you to pay a $46 per month base fee for one person, and this jumps up to $100 per month for up to 10 people. 

QuickBooks Payroll Trials and Guarantees

QuickBooks Payroll permanently offers a 50% off deal for three months if you purchase a plan immediately. However, it also has a 30-day free trial, but you will have to pay full price after the 30 days.

QuickBooks Payroll Online Payroll Services Review

Compared to other online payroll services, QuickBooks Payroll stands out for its ability to cater to small teams efficiently. With same-day deposits and tax penalty protection, you can automate your processes with ease. 

The best part about QuickBooks Payroll is that it can scale to growing businesses because of its bundled pricing packages. To read more about QuickBooks Payroll’s competitors and how they stack up against each other, check out our top picks for online payroll services

What Makes QuickBooks Payroll Online Payroll Services Great

Screenshot from Quickbook payroll web page describing their payroll services and CTA for plans and pricing information.
QuickBooks Payroll is the number one service provider for all your HR and payroll needs.
  • Small-team-friendly services: QuickBooks Payroll is the perfect solution for small teams or solopreneurs because it has great value for money. Its Core plan only starts at $22.50 per month or $45 per month without the 30-day free trial, plus $5 per employee, and covers the foundational aspects of an intuitive and effective payroll service. For the above price, you will receive a full-service, unlimited auto payroll, next-day direct deposit, 1099 e-file and pay, and expert product support. You can also expect automated taxes, workforce portal, payroll reports, and garnishment management—which is more than most services offer on the market today. 
  • Tax penalty protection: The best feature of QuickBooks Payroll is its tax penalty protection system. If you ever receive a federal, state, or local tax penalty for up to $25,000 due to an error, QuickBooks Payroll will resolve it and reimburse the cost, as long as you send a notice within 15 days of receiving the penalty. While this feature is only available to Elite tier users, it’s still a valuable feature that most mid to large-sized businesses can benefit from. However, if the tax agency refunds you for a tax penalty that QuickBooks Payroll ended up reimbursing, you will need to reimburse QuickBooks instead. 
  • Same-day deposits: Most employees would prefer to be paid sooner rather than later. Luckily, with QuickBooks Payroll, you can run payroll and have your employees paid on the exact same day with its same-day deposits feature. The feature is super simple to set up, as all you have to do is select the employees you wish to pay, set your schedule, and run payroll. The only requirement is that you process your payroll before 7am PST on payday, and QuickBooks will handle the rest. 
  • Ease of use: Many reviewers are happy to continue using QuickBooks Payroll because of how easy it is to use. Most users claim that the interface is simple to navigate because every aspect is organized and easy to access. Many areas in the QuickBooks Payroll platform can be automated, and it has many drop-down menus and customizable functionalities that will slightly enhance the solution to suit your business needs better. 
  • Simplified time tracking: QuickBooks Premium and Elite plans come with QuickBooks Time, which lets your employees track their hours, clock in and out, switch jobs, or make edits. Managers can track, submit, and approve employee time, while GPS tracking helps your employees stay accountable for their hours and makes it even easier to see the overall status of your workforce. QuickBooks’ powerful time tracking feature can help you save an average of 4% on payroll costs by streamlining your workflow and improving billing and invoicing—especially with scheduling, smart reporting, and intuitive alerts. 

Where QuickBooks Payroll Online Payroll Services Fall Short

Screenshot from Quickbook payroll web page showing a laptop with example payroll data with a banner stating, "automate taxes and forms - we'll automatically pay and file your federal and state payroll taxes".
QuickBooks Payroll can help you automate your taxes and forms with ease.
  • Limited integrations: Unlike other online payroll services, QuickBooks Payroll doesn’t have as many integrations that will enhance the platform. QuickBooks Payroll only integrates with a handful of applications, including SimplyInsured, Guideline, Mineral, Inc., and other Intuit products. If you want extra customization, you will have to purchase QuickBooks Online, which is a separate product. 
  • Lackluster customer support: After reading dozens of user reviews, the most prominent complaint trend I found involved QuickBooks’ customer support. Many reviewers claimed that it was difficult to contact a representative, and when they did, the support was slow and unhelpful. A few other reviewers said that the QuickBooks customer service team would rarely follow up on issues, making it even more difficult to resolve situations. 
  • High filing fees: According to a disclaimer on the QuickBooks website, if you have to file taxes in more than one state, you will be expected to pay an additional $12 per month for each state. However, this rule doesn’t apply to anyone on the Elite plan, which is currently $62.50 per month, plus $10 per employee, or $125 per month with the 30-day free trial. Depending on how many employees you have in different states, the fees would add up over time. 

QuickBooks Payroll Online Payroll Services Compared

While QuickBooks Payroll is a simple and effective payroll solution for smaller teams, the best online payroll service for most people is Gusto because of its powerful features for dispersed workforces.

  • Gusto — Best for dispersed workforces
  • Paychex — Best for experienced payroll teams
  • OnPay — Best for simplifying all things payroll
  • QuickBooks Payroll — Best for solopreneurs and small teams
  • ADP — Best for never outgrowing your payroll provider

Final Verdict

QuickBooks Payroll offers an intuitive solution for all your payroll and HR needs. With tax penalty protection, same-day deposits, and simplified time tracking, it would be difficult to be disappointed with QuickBooks’ service. 

With more than 30 years in the industry and 14,000 employees across the globe, QuickBooks Payroll is a stable and reliable company that we would recommend to any business looking for effective payroll services. 

Background Check For Employment Starter Guide: Learn the Basics

Make sound hiring decisions with Intelius, the best background check company for most businesses. Start your 7-day trial at a discounted rate of only $0.95.

Considering the candidate’s background is a no-brainer before making any personnel hiring decisions. It isn’t illegal to do a background check to find out about a person’s work history, education, criminal record, financial history, and medical history—in fact, it’s encouraged as a way to narrow down your candidate pool to the most worthy and reliable individuals. When doing background checks for employment, you need to consider several factors, including why they’re important, what they entail, and how to conduct them.

The 5 Best Companies for Employment Background Checks

Although not mandatory, background checks help you hire reliable and talented people and remove candidates who may hurt your business and brand. After an in-depth search into the best background check companies on the market, we identified the following five to be the most efficient and thorough:

  • Intelius — Best for unlimited background checks
  • GoodHire — Best for flexible pricing and intermittent use
  • B&B Reporting — Best for next-day background check results
  • Accurate — Most affordable background checks for small businesses
  • Verifirst — Best background check service for property management companies

What Is a Background Check for Employment?

A background check is a vetting process employers use to verify a candidate is who they claim to be. It involves determining the validity of the information presented by the candidate when applying for the job and identifying any potential red flags before officially hiring them.

Why Is Running a Pre-Employment Background Check Important?

Comprehensive background checks for employment have a wide range of benefits, including increasing application quality, reducing workplace violence, and avoiding company losses and negative publicity. 

Here’s a more detailed look at the background check benefits for employers:

Improved Quality of Hire

When you conduct a background check or hire a background check company to conduct one on your behalf, you’ll find better quality candidates due to fewer discrepancies and misstatements in job applications. Additionally, while people trying to hide serious offenses are discouraged from applying, those looking for a safe and positive work environment feel encouraged to apply.

All this together leads to substantial improvement in the quality of the applicant pool, giving you access to better, more trustworthy candidates. 

Reduced Workplace Violence

Employment background checks filter out applicants that may present a threat to the workplace. Considering over 2 million American workers become victims of workplace violence every year, this is a significant advantage.

You can uncover past incidents and gain critical insights into a candidate’s behavioral habits. In fact, many background check companies do a comprehensive screening to detail safety and security incidents like domestic violence, minor results, harassment, threats, stalking, and emotional or physical abuse.

Lower Negligent Hiring Risks

Negligent hiring is always risky and can cause your company to be directly liable for your employee’s actions. Companies that neglect candidate background checks prior to hiring have consequently been held liable for the latter’s behavior.

If the law finds your company could’ve prevented a fatal incident by performing a background check, you’ll have to suffer immeasurable damage to your reputation and face severe financial penalties.

Improved Regulatory Compliance

When creating a screening solution, you must not only satisfy industry standards but also comply with state and federal regulatory requirements. 

The problem here is these requirements vary from one state to another and by the type of position you’re hiring for, making it harder to keep up and risking non-compliance, which can lead to ongoing legal issues and hefty company fines.

Luckily, you’ll find several third-party background check companies with in-house compliance expertise to keep you on top of applicable rules and regulations.

Reduced Losses Due to Employee Dishonesty

Employee theft costs US businesses $50 billion annually, according to Statistic Brain. So you can imagine the consequences of occupational fraud and employee dishonesty on small businesses in terms of finances, productivity, reputation, morale, and public confidence.

Background checks for employment help prevent employee dishonesty. After the screening is completed, you have all the information about a future employee’s past issues related to safety, violence, drug abuse, and other red flags, helping you avoid future liability.

What Is Included in a Background Check for Employment?

There are several different types of background checks, but the type done for employment purposes focuses on the following information:

Social Security and Identity Verification

Searching extensive databases, such as Department of Homeland Security and Social Security Administration records, is a critical aspect of background checks for employment. It helps you to determine the validity of a candidate’s Social Security number, whether it belongs to them, and if it has been used in the past.

On the other hand, online identity verification focuses on verifying the candidate’s address and other information they provided in their job application to detect inaccuracies.

Criminal Record

As an employer, you can get penalized and face negligent hiring claims if you know or should’ve known about your employee’s criminal background if the latter gets accused of any wrongdoing in the future.

Luckily, running a background check for employment reveals any history of criminal convictions at the county, state, and federal levels. The report should cover offenses like current pending charges, acquitted charges, misdemeanor convictions, felony convictions, and dismissed charges.

Employment History

Background checks for employment also verify employment history. This way, you can confirm or deny the validity of a company and a candidate’s qualifications.

Credit Check

A credit check allows you to verify a candidate’s basic information (for example, name, address, and contact details) and how responsible they’re with money. This is particularly important if you’re hiring for a finance role that involves money handling.

What’s more, employment credit reports also include a list of past credit inquiries, identifying retailers, financial institutions, and other moneylenders that may have requested the candidate’s credit report.

Drug Testing

If you want, you can also include drug testing as part of a background check for employment. This helps prevent the lack of productivity in the workplace and increases employee turnover rates by helping you make sound hiring decisions.

Motor Vehicle Record

If you’re hiring for a role that involves driving a vehicle, make sure you review the candidate’s motor vehicle records to check for bad driving habits, DUIs (driving under the influence), and speeding tickets.

How to Conduct a Background Check

Most businesses outsource background checks to third-party professionals, but you can also conduct one yourself.

Here’s how to go about it:

Step 1: Inform the Candidate About the Background Check

As per the Fair Credit Reporting Act (FCRA), you must notify the candidate you’ll be conducting a background check, outlining all the areas you’ll be checking. You also need to provide an attached document for them to sign electronically, confirming their consent to proceed with the background check.

Step 2: Review Applicable State Laws

Check your state’s specific laws and regulations before conducting a background check. Find out what information you can check and what information constitutes dismissal for a candidate within your state.

To get started, visit your state’s department of public safety website.

Step 3: Reach Out to Candidate’s References

Captain job applications, ask candidates to provide 2 to 3 references who can vouch for their qualifications and experiences.

Thereafter, email each reference to set up a phone call to discuss the candidate. Before getting on the call, prepare a list of questions to confirm or deny their skill sets and work ethic. Meeting references in person or doing a video call to verify their identity is less conventional but allowed.

Step 4: Use a Background Check Website to Review the Records

While hiring third-party professionals is expensive, you can improve the accuracy of your results by using a background check website at a fraction of the price.

Screenshot from Intellius background check web page describing features that are included with their services.
Intelius background checks include checking for criminal records, marital history, lawsuits, bankrupticies, liens, and more.

Sign up with an online background check company to find evidence of a candidate’s criminal background and other civil records. You’ll have to pay a fee to access public records, but compared to hiring full-fledged professionals, the former is certainly more cost-effective.

Step 5: Set Up a Drug Test for the Candidate

If you’re hiring for roles where the candidate will have to care for children, drive a commercial vehicle, or work in a potentially dangerous environment, ask them to take a drug test to determine the safety of your other employees and customers.

Schedule an appointment with a doctor for a drug test on the candidate’s behalf, or have a certified professional collect the candidate’s sample in the office.

Step 6: Determine the Candidate’s Validity

After gaining access to the candidate’s background check documents, review them to determine whether they are worthy of working at your company.

If you don’t feel comfortable proceeding with the candidate based on the information you uncover, be sure to let them know. Then proceed with other candidates you think will better represent your company and do better at their jobs.

What to Do When a Candidate Fails a Background Check for Employment?

Criminal history, education discrepancies, poor credit history, false employment history, failed drug test…there are all kinds of reasons for a failed background check.

If you have to dismiss a person’s candidacy because of any one of these reasons, here’s how to proceed next:

Step 1: Review Company Policies

Ideally, your organization should have an employment screening policy outlining every aspect of a background check for employment, including Social Security number verification, education verification, past employment verification, criminal history, and credit history, among other factors.

Consider these terms carefully and equally with each candidate.

Step 2: Send a Pre-Adverse Action Notice

If you plan on not hiring a candidate based on background check results, you have to send them a pre-adverse action notice, along with a copy of the background check and a copy of “A Summary of Your Rights Under FCRA,” letting them know of your decision.

This gives the candidate a chance to review the results and respond to any questions regarding the information discovered from the background screening.

Download the required forms and templates.

Step 3: Give the Candidate Enough Time to Respond

Give the candidate some time to discuss the issues highlighted by the background check. A good rule of thumb is to wait for five to ten business days, depending on your jurisdiction.

Why? There have been instances where candidates have been victims of identity theft, which ended up harming their credit history or motor vehicle records. So it doesn’t hurt to allow the candidate to explain the discrepancies.

Step 4: Make the Final Decision

Hiring a candidate is at your sole discretion.

As long as you follow your company’s policies and employment guidelines set out by the Equal Employment Opportunity Commission (EEOC) to conduct individual employment assessments, you’re good to go.

Step 5: Send an Adverse Action Notice

If your final decision is to not hire the candidate because of a failed background check, federal law mandates you to send a final adverse action letter to the person, mentioning the findings of the background check as the reasons for rejection.

Be sure to stick to the letter of the law, especially when the candidate has a record of criminal history, to mitigate the risk of potential fines and legal action against the company.

Final Thoughts About Background Checks for Employment

Background checks are critical for effective and successful hiring. As a business owner or hiring manager, you need to conduct comprehensive background screening to protect your other employees, customers, and your business’s reputation.

Take the right step in this direction by signing up for reliable background check companies that can help you weed out ineligible candidates and identify top-quality hires.

Talent Sourcing Strategies Starter Guide: Learn the Basics

If you believe your business is only as strong as your employees, acquiring talent should be an ongoing focus. When seeking talent, you want to make sure you are considering as many of the best people as possible. Talent sourcing strategies can help you find great candidates who may not be actively applying at your company.

What Is Talent Sourcing?

Talent sourcing involves taking active steps to identify and recruit the best candidates for your company, even before you have a specific opening. You may conduct extensive research about the identified candidates for high-level jobs before contacting them to gauge interest. 

Through successful talent sourcing, you should have a pool of candidates who would fit well in your company. Once a job vacancy occurs, you already have a line of communication going on with potential high-level candidates.

You don’t have to limit your pool of candidates to those who are actively seeking a job when performing talent sourcing. Perhaps your research shows many of the most talented people already have a good job. You can still reach out to these potential candidates to gauge interest in working for you in the future.

Talent Sourcing Vs. Recruiting

Think of talent sourcing as seeking out people who may be great for a future opening. Recruiting involves actively seeking someone to fill a current job opening. Both talent sourcing and recruiting involve finding highly talented people for your company. 

Talent sourcing involves networking with those talented individuals, determining over time whether this person would be a good fit for your company. Talent sourcing can help you find candidates for highly specialized positions that may not be open for months or years in the future. 

Recruiting is more immediate. You are trying to fill a position that is currently open with a highly talented individual. You simply need to hire the best candidate now.

What Are Talent Sourcing Strategies?

Talent sourcing strategies are the steps the company takes to ensure better results when they are recruiting talented individuals. Such strategies can vary for different companies, but these strategies typically fit into two primary categories.

  • Identification: Your strategy for talent sourcing involves identifying people who may be a good fit for your company in the future. It also can involve identifying which high-level jobs may need filling during the next several months or so. You then can begin networking with talented people who may be a good fit down the road.
  • Improvement: To encourage the highly talented people you find to leave a good job to work for you, you need to make your company as attractive as possible. Finding ways to improve your brand, your compensation packages, and your ability to communicate with potential candidates is important to attracting talented people.

We’ll dig into more of the strategies in the upcoming sections. You may only want to use a couple of them when you are just starting out with talent-sourcing strategies. As you become proficient with your first few strategies, you can then add more strategies, further improving your results.

Identify the Talent You Need

One of the trickiest aspects of talent sourcing is trying to define the process you will use. It’s far easier to set up a process when you have a specific job opening you are trying to fill. You post the opening, recruit candidates, perform interviews, and hire the best candidate.

When deploying talent sourcing strategies, though, you don’t necessarily have a specific timeline for hiring. The CEO or CFO might hint at being ready to retire in a year or two, but there’s no set time. One of your key department heads may suddenly accept another job without warning.

By employing talent sourcing strategies, you can at least feel like you have a head start on finding a quality candidate when a key job opening at your company inevitably occurs. 

Preparation Is Key

Start with an up-to-date list of requirements for each key job in the company. Review each set of requirements every quarter to guarantee that it accurately reflects the job as it currently stands.

This list should not only list the tangible requirements. It should include intangible qualities that are important to have. You may decide things like uncompromising integrity and having an optimistic attitude are just as important as educational accomplishments and job experiences.

You don’t want to spend a lot of time chasing candidates who have great skills but wouldn’t be a good fit for your company. When you know what intangibles are important to your particular company’s most important jobs, you can focus fully on the best candidates.

Think of this like creating a persona of the perfect candidate for the particular job you have in mind. 

With the requirements in hand, it’s easier to keep an eye on potential candidates via talent-sourcing strategies. Some candidates may possess the skills and intangibles that could apply to more than one position, making them particularly valuable.

Find a List of Candidates

Sourcing talented potential candidates isn’t as easy as going to a website and finding a list of people. Be prepared to tap into quite a few different potential sources to find talented people with whom you can start a dialogue. Some of the talent sourcing strategies you can use to flesh out your potential candidates include the following.

  • Recruiters: If you don’t mind the fees, employing recruiters can be a time-saver to begin tracking down good candidates. Give the recruiter a list of your desired skills and intangible factors, and let the recruiter do the legwork. If you have a large enough company, you may want to employ your own recruiter for this task. Recruiting software may be able to help you, too.
  • Referrals: Your current employees probably spend quite a bit of time networking and meeting others in the industry. They may have people they believe would be a good fit. Ask them for referrals.
  • Search online job boards: Through online job boards, you can often search through resumes for keywords. If you have a niche job for which you are trying to source talent, you may be able to find someone with the right keyword/skill. If you are using general keywords for searches on these boards, you may end up with an overwhelming number of results.
  • Ask clients: Your current clients may have some recommendations of talented people they’ve encountered who could be a fit for your company. You may have a few jobs inside your company that don’t necessarily require knowledge of your particular industry. Potential candidates that your clients suggest may fit this need.
  • Track past applicants: You may have had great people apply to your company but who lost out to another candidate or weren’t quite the right fit for that specific job. However, you may want to keep in contact with these people for potential future jobs. As those candidates work elsewhere, they may gain skills that create a better fit with your company in the future, or they might be a great fit for a different role, making it worth keeping tabs on them.
  • Track past employees: Maybe you had an employee in the past who left to seek a new opportunity or a promotion that wasn’t available at your company. If this person left on good terms, stay in contact. Such people may be open to returning to your company when the right position opens up.
  • Use social media: Take the time to learn where high-level executives and other key employees in your industry gather on social media. Keep an eye on these sites for people who show promise or who are generating buzz in the industry with their accomplishments.
  • Look at professional organizations: People who are among the best in their industries often belong to professional organizations. If you have people in your business who also can join these professional organizations, have them do it. Then use the gatherings to network and make contact with great potential candidates.
  • Visit industry events: When conferences are occurring related to the industry in which you want to seek talent, attend those events. Such events are a great way to network and find out about people who are making waves in the industry. You may even have a chance to see potential candidates in action, leading seminars, or making a sales pitch.

Make Use of Applicant Tracking Software

Screenshot showing a list of candidates that have applied to various open positions. The data also shows their rating, status, last update, phone number, and other upload data.
Applicant tracking software like BreezyHR makes it easy to organize, categorize, and review candidates for any open job.

As you begin to collect names and information about potential candidates, you need to set up a way to keep track of everyone. The best applicant tracking software packages can provide this service for you.

Many of the features of these packages attempt to help HR departments track applicants for actively open jobs. However, you can also use the software to keep track of people you identified through your talent-sourcing strategies.

After you add the information for the candidates you want to track, you can search through the information using keywords. It’s far easier to find certain candidates through searches in the software rather than looking through handwritten notes.

Many applicant trackers allow you to generate emails directly from the software interface, simplifying the tracking process. Applicant tracking software allows you to write notes about the candidates as you speak with them. Set up reminders to check in with candidates every few months through software alerts. 

You even have the option of discussing the various candidates with other members of your team. Team members can rank the candidates if desired. These discussions and rankings will remain hidden from the candidate. Having a record of such discussions can be helpful when you are closer to the time when you need to make the actual hire.

Pay Attention to Feedback

As you are trying to source talent, you may find that potential employees don’t see your company favorably. If so, all the work you are doing to create a list of talented candidates may be a waste of time. Talent sourcing doesn’t work if the best people have no desire to join your company.

You can attempt to counteract this problem by seeking feedback as you perform your talent-sourcing actions. You will be speaking with quite a few people while sourcing talent. Everyone from headhunters to past employees to professionals in your industry likely will converse with you as you try to track down talent. 

As you are talking to these people about potential candidates, ask them how they perceive your company. Receiving honest feedback about how people outside your company feel about it can be invaluable in this process.

The feedback may show you that you have multiple areas in which you need to improve. Or you may find that the perception of the company from the outside does not match up with what’s really going on inside the company. This means you need to adjust your company’s public messaging tactics.

At the same time you are cultivating a set of potential candidates, work on improving the perception of the company. You may need to increase salaries or create a better incentives package to overcome perceptions that you undervalue your employees. Targeted social media engagement is another way to improve the perception of the company.

Measure Your Successes and Failures

As you begin making use of talent-sourcing strategies, it’s important to keep records of the steps you take. You should have a detailed list, so you can go back and review the actions down the road. 

This information makes it easier to determine whether you need to tweak your strategy. If you find that you are not receiving the quality of candidates that you want to see using your current strategies, an adjustment is necessary. On the other hand, if one particular strategy is delivering a high level of results, you may want to devote more resources to it.

Track the expenses involved with each step as well. If you end up with a cost-per-hire that is far too high, you may need to adjust your strategies. 

Remember, though, that you’ll most often use talent-sourcing strategies for the most important positions in your company. The cost of hiring for a position like a department head will be higher than for an entry-level position with or without using talent sourcing strategies.

Don’t become discouraged if you don’t seem to be making immediate progress, either. The implementation of these strategies should always have a long-term focus. You may not see results for several months. 

Final Thoughts About Talent Sourcing Strategies

Don’t assume that receiving a lot of resumes for a particular open position at your business ensures that the talent of the applicants is high. Deploying talent-sourcing strategies is the best way to find great candidates.

Think about talent sourcing as a proactive approach to hiring. Rather than posting an open job and sitting back while people apply to it, you seek out the best candidates before a job opening appears. 

Through talent sourcing, you actively research and seek out candidates who you believe would be a good fit for a role in your company. You then will have a headstart on finding great candidates when a key job opens. Talent sourcing requires an investment on your part, but the rewards of having high-quality candidates excited about your company can be tremendous.

Bimonthly vs. Biweekly Pay: 7 Key Differences

Many businesses use biweekly or bimonthly payroll cycles to compensate their employees. For the most part, employees get paid twice a month with both methods, but each has several key differences that determine if it works well in a given company or industry.

Bimonthly and biweekly payments differ mainly in their payroll processing timing. However, finer details, like efficiency and the types of employees you have, will affect which one you choose. Payroll processing software can help you keep track of your pay periods and ensure that your employees get paid correctly and on time.

1. Number of Yearly Paychecks 

Bimonthly or semimonthly pay cycles give employees 24 paychecks per year, two per month. Many companies issue these payments at the beginning and middle or the middle and end of each month. 

A biweekly payment cycle issues a paycheck every two weeks, so employees receive two additional paychecks per year for a total of 26. As a result, employees get three paychecks during two months of the year. If the first paycheck falls on a Friday early in the month, employees will get paid on that day, another Friday in the middle of the month, and a third Friday at the end of the month.

Gusto homepage
Gusto helps everyone on your team process payroll fast and get paid on time every pay period.

The difference in the number of paychecks doesn’t affect how much your employees get paid—it just distributes that payment differently. For some people, getting paid biweekly makes them feel like they’re making more money, and it can be convenient since they don’t have to wait as long between pay cycles. With bimonthly paychecks, they may have to wait a few extra days.

A payroll processing service like Gusto works for many different kinds of businesses, including remote employees. It makes it easy to pay your employees, as well as onboard them, and it can automatically take out taxes and benefits when necessary. Most employers also find it easy to set up and start using it right away.

2. Payday Schedule

Neither biweekly nor bimonthly pay schedules are necessarily better than the other, but many people prefer the regularity of the biweekly schedule. They know they’ll always get paid on the same day of the week every two weeks. 

With bimonthly pay, the schedule varies and focuses on dates rather than intervals that depend on the number of weeks between. The schedule can become slightly offset depending on how many days there are in the month. For example, with 28 days in February, employees get paid sooner than in months with 31 days. 

List of Gusto's flexible payroll features
Gusto’s flexibility makes it work for any payroll schedule.

Bimonthly pay cycles must also factor in weekends and holidays. If a company pays its employees on the 15th and the 30th of every month, for example, and the 15th falls on a Sunday, or the 30th is a holiday the company has off, the payroll must be adjusted. Employees either get paid early, or they will have their pay delayed.

The offset schedule usually isn’t a problem since employees still get paid the same amount, but it can throw a wrench in employees’ plans and needs. It also complicates the payroll process.

In short, biweekly pay uses a day of the week to mark payday, whereas bimonthly disregards the days of the week—aside from weekends and holidays—and pays according to the date.

Gusto tracks your employees’ lunchtime and breaks, and it works well for any pay schedule, including biweekly and bimonthly. It comes with advanced and flexible payroll features that help you schedule your tasks as needed to keep everything running smoothly. It makes it easy to manage your pay periods from anywhere and gives you insights and reporting to see where you can improve your process.

3. Paycheck Amount

Due to the slight difference in the length of each pay period for biweekly and bimonthly pay, employee paycheck amounts vary slightly. With bimonthly pay, they see more money on payday since fewer paychecks mean a higher amount per pay period.

For example, someone who makes $50,000 per year with biweekly pay and 26 paychecks would see a gross amount of about $1,923 per pay period. On a bimonthly pay schedule, it’s $2,083 per paycheck. Overall, they still make the same amount per year, but the increments look slightly different.

List of Gusto integrations
Gusto integrates with other tools to keep track of paycheck amounts every pay cycle.

The amount per pay period doesn’t change how much gets taken out in taxes or benefits. Since it’s still the same amount earned, the deductions are also the same. 

With biweekly pay, the amount tends to be consistent per paycheck, though it can have small variations with bimonthly pay, since there may be more or fewer days in one month versus others. Many people prefer biweekly pay for this reason.

Gusto tracks paycheck amounts for you, so you and your employees always know how much they’ll receive each pay period. Its full-service payroll integrates with your other tools and auto-calculates taxes and other more advanced factors to minimize mistakes. 

4. Frequency of Use

Popularity isn’t an inherent difference between the two payroll systems, but one is more widely used than the other. Overall, more companies use biweekly pay for its consistency and ease of use. When payroll gets processed on the same day every week, it gives employees more certainty about when they’ll get paid and reduces the likelihood of those in charge of payroll forgetting to process it mid-week, as they might with bimonthly pay.

Gusto Time and Attendance webpage
Gusto comes with time-tracking tools to organize your payroll and save time.

According to the Bureau of Labor Statistics, a February 2022 survey showed that 45.7% of employees in the United States get paid biweekly. In comparison, only 18% get paid bimonthly. The rest get paid either weekly or monthly.

The survey also showed that larger companies tend to use the biweekly system, while the statistics for most companies with fewer than 50 employees showed about equal use of weekly and biweekly pay. For smaller businesses, bimonthly pay was used much less frequently.

The discrepancy between biweekly and bimonthly pay period popularity only widens as companies grow. The survey showed 64% of companies with 25-499 employees using biweekly pay and only 12% using bimonthly. That 12% is also only half the percentage of those using weekly pay periods.

The survey laid out which industries tend to use different types of pay cycles. While half of them mainly used biweekly pay, only the Information industry favored bimonthly pay among the 10 industries shown.

The difference in popularity comes down to many factors, including the type of work employees do in a given field, schedule type, regulations, and even company preference. Not all companies in the same industry work the same way, so the pay schedule varies based on the work environment and employee needs.

Gusto works across industries, and it organizes all your employee payroll information, including forms and signatures. Most users find Gusto easier than their last provider, and it has several automatization capabilities that work for any payment schedule you choose.

5. Payroll Efficiency

With biweekly pay, payroll processing is more efficient. You can schedule tasks at the same time every week and perform them on the same day, making it easier to build into a schedule. This also reduces the burden on payroll staff, as they can more effectively schedule their time and automate repetitive tasks.

Gusto webpage explaining how to run payroll in minutes
Gusto makes biweekly and bimonthly payroll more efficient with advanced features.

Fewer adjustments also free up more time for important work. It allows payroll to work faster when entering payroll information and processing time off when they don’t have to think about correcting preventable mistakes. Biweekly pay is also more efficient because employees typically require fewer reminders and can build recording their time and making necessary changes to their work week. As a result, it creates a better workflow with scheduled processes.

You can still use Gusto and other payroll services to automate tasks with bimonthly pay, but you’ll also have to adjust based on weekends and holidays, which doesn’t happen as often with biweekly pay. Gusto syncs your other platforms to payroll, too, to make scheduling and processing quicker. 

Customers report that running payroll takes about 13 minutes with Gusto. It allows you to automate repetitive tasks to free up time for running your business and lets your staff focus on work that benefits your business.

6. Payment Processing Confusion

With biweekly pay, employees know exactly when they should submit their payroll information since it’s the same every time. Processing also occurs on the same day for payroll employees. With regular payments on the same days, employees require fewer entry adjustments at the end of the pay period.

For example, with bimonthly payments, employees may not realize that they have to enter their house or time off on a Tuesday during one pay period and a Thursday the next. A changing schedule like this can cause confusion, disrupt standard practices, and upset employee schedules. 

Gusto payroll taxes webpage
Gusto automates repetitive tasks, so your team can spend more time on business, no matter how you pay them.

Biweekly pay is more consistent and easier to understand for both employees and the person processing payments. Payroll can also become more confusing depending on the type of employees you have, but I’ll get to that in the next section.

Gusto has built-in financial tools with Gusto Wallet. The platform helps employees manage their time and paychecks, too, so everyone benefits. Gusto also has advanced features that make payroll less confusing by helping you manage deductions, pre-tax benefits, tip credits, payroll reports, and more.

7. Types of Employee

The payroll system you use and whether it works well depends in part on the types of employees you have. Salaried employees earn the same amount of money per pay period, or even per year, no matter how many hours they work, because it’s built into their contract. For hourly employees, it depends on the number of hours they work, which can vary each week. 

Bimonthly pay can become confusing with factors like overtime pay for hourly employees. On the other hand, it makes things more efficient for salaried employees because they don’t have that information to put in. For hourly employees, bimonthly pay can also create an issue with scheduling, especially if your company schedules by the week and payday changes with each cycle.

Gusto compliance webpage
No matter what kinds of employees you have, Gusto makes sure they’re all paid correctly.

With so many employees working varied hours, like a night shift as opposed to a 9-to-5 workday, it can complicate the payroll process more with bimonthly pay. A biweekly schedule allows employees to enter their payroll information according to their schedule for the same two weeks every time.

Gusto helps you manage all types of employees, whether you need it for salaried or hourly workers. It even works well for remote freelance teams, and you can organize all your employee information by department. Its paperless onboarding makes welcoming new team members easy, and the platform handles all your direct deposit and digital pay stubs.

8. Payroll Processing Costs

Gusto pricing webpage
Gusto shows its costs upfront, so you don’t get charged extra per transaction.

Every business with employees should have a payroll processing service, and each service charges you to use it. Many charge based on the number of transactions per month.

With bimonthly pay, the cost of payroll processing will always be the same since employees will always get paid twice per month. With biweekly pay, you’ll need to budget twice a year for an extra transaction since two months have three paydays. This is one of the few areas where bimonthly payroll has the advantage and more consistency than biweekly pay cycles.

Gusto gives you unlimited payrolls with upfront pricing. The platform starts at $40 per month, plus $6 per person, for its entry-level Simple packages. When you upgrade to Plus, the cost doubles to $80 per month, plus $12 per person. For the most advanced features in the Premium plan, you’ll need to contact sales for custom pricing.

The Similarities Between Bimonthly and Biweekly Pay

With biweekly and bimonthly pay, your employees receive the same total amount per year. Both typically pay twice a month.

Salaried employees are less affected by both payment methods since their contracts state they receive the same payment amounts regardless. It’s up to the business owner to decide how they want to pay employees, which makes bimonthly and biweekly pay viable options for most businesses. Some labor laws dictate industry pay schedules, but that varies and usually applies more to weekly payroll cycles rather than bimonthly or biweekly ones. 

For both bimonthly and biweekly pay, taxes are always the same. Employees will have the same amount taken out of their paychecks for insurance and other benefits, too, no matter how you choose to pay them. In terms of the frequency of payment, biweekly and bimonthly differ, but overall, they’re similar in most ways aside from timing and convenience.

Final Thoughts About Bimonthly and Biweekly Pay

Biweekly and bimonthly pay both have their advantages, though the benefits vary between industries, employee type, and ease of use. More than anything, the difference lies in the schedule. Both systems typically pay twice a month, except for the two months per year with a third biweekly payday. The bimonthly schedule can also shift due to holidays and weekends.

Payroll services like Gusto can help you keep track of your payment schedule and automate repetitive payroll tasks for both biweekly and bimonthly schedules. Bimonthly pay works better for salaried employees, whereas biweekly often benefits hourly workers. Overall, for many industries, biweekly pay is more popular and reduces confusion when processing payroll.

Above all, it’s important to choose the payroll process that works best for your employees and business. Consider the costs of each type of pay cycle, too. There’s no one correct way to process payroll for every company, so it comes down to assessing your individual company needs.

ADP Alternatives and Competitors

Our favorite ADP alternative is Gusto because it has built-in time tracking, automated payroll cycles, and plenty of other comprehensive features. Start your 30-day free trial to determine whether it fits your needs.

ADP provides excellent payroll services to many small and large enterprises. Even though ADP made it to our list of top payroll service providers, it is not the only option, nor necessarily the best one for every business.

The Quick Sprout research team spent hundreds of hours analyzing many payroll service providers. After carefully studying the data and creating a criteria system, our team narrowed the list to the top five online payroll services we recommend.

ADP logo

The 5 Best Online Payroll Services

The best ADP alternative is Gusto, which is ideal for remote teams and provides them with several tools to manage their payroll activities seamlessly, even with a dispersed workforce. Start your 30-day free trial to see if it’s the right fit for you.  

  • Gusto — Best for dispersed workforces
  • Paychex — Best for experienced payroll teams
  • OnPay — Best for simplifying all things payroll
  • QuickBooks Payroll — Best for solopreneurs and small teams
  • ADP — Best for never outgrowing your payroll provider

Read a detailed review of each of the mentioned payroll services here to make an informed decision for your business.

Gusto – Best for Dispersed Workforces

Gusto logo

More than 200,000 businesses trust Gusto across the US for payroll processing. It offers plenty of features that help in onboarding and managing employees. It is user-friendly and ideal for new business owners without experience in bookkeeping or running payroll. Moreover, it offers elaborate customer support and guidance every step of the way.

The unique features offered by Gusto include built-in time management features, special hiring and onboarding tools, and an easy-to-use interface. While some users don’t appreciate the more advanced animated cartoons, most rave about the clean illustrations offered by Gusto.  

When it comes to pricing, Gusto offers three tiers: Simple, Plus, and Premium. The details for each plan are as follows:

  • The Simple plan costs $40 a month and provides basic hiring and onboarding tools, employee self-service options, and essential technical support.
  • The Plus plan can be availed for $80 a month and provides full payroll support, PTO management, and all the services offered in the Simple plan.
  • The Premium plan has custom pricing, and you will receive a personalized price quote based on the needs of your business. Additional features only available for premium users include performance reviews, compliance alerts, and dedicated technical support.

Despite being a popular payroll service, Gusto has some drawbacks. One of the clients’ complaints includes limited integration with third-party platforms like Sage and Xero. Moreover, some complain that even though Gusto immediately responds to the client, it takes them days or even weeks to resolve a simple issue. Therefore, many are not satisfied with the efficiency of the customer support service.

How Gusto Compares to ADP

Both companies offer several similar features. Although ADP provides some unique features like legal services and advanced HR functions, Gusto takes the lead with a more comprehensive range of features. Even Gusto’s lowest plan offers tax filing, direct deposits, wage handling, workers’ compensation, and much more. ADP only provides those features to higher-tier users.  

Gusto interface
Gusto is user-friendly and ideal for new business owners without experience in bookkeeping or running payroll. 

Both companies offer a similar tiered pricing model with a monthly fee and add-ons with additional charges. Gusto has a transparent pricing model, with its lowest monthly plan starting from $40.

On the other hand, ADP has a quote-based pricing system and four pricing plans. The unique quality of ADP is that it offers the first three months for free, compared to Gusto’s 30-day free trial. 

Regarding customer support, ADP provides 24/7 phone and online support, but Gusto provides customer support services during set hours for five days a week. 

Both platforms allow many third-party integrations and are easy to use. However, Gusto is most suitable for remote teams and companies, and ADP best suits anchored companies that want to stick to a single payroll service provider in the long run.

Read a detailed review of Gusto before choosing it as a payroll service for your business.

Paychex – Best For Experienced Payroll Teams

Paychex logo

Paychex is a veteran in the payroll service industry with a history of 50 years. It offers various features like human resource management, time tracking, payroll, and benefits services. However, unlike Gusto, Paychex doesn’t believe in the hand-holding of inexperienced users and is not a good fit for people with limited payroll experience.

Even though Paychex provides excellent services to smaller businesses with as few as ten employees, it is ideal for large enterprises with many employees and complex payroll and human resource demands.

Paychex’s strengths include advanced customer service, detailed tax law knowledge regarding payroll, integrated time tracking services, and more. Paychex’s exceptional customer service provides quick and effective assistance. Another outstanding feature of Paychex is that it gives employees correct and immediate tax processing. 

When it comes to pricing, Paychex offers four different subscription plans. 

  • Flex Essentials plan can cost $39 a month and provides the basic features.
  • The Flex Select plan is available at a custom price. It includes all the essential services with the added benefit of a dedicated payroll specialist, access to e-learning services, and much more.
  • The Flex Pro Plan is also available only at a custom price. Along with basic and some special features, this plan offers many features specifically designed for larger businesses. 

Paychex often offers discounts on certain plans, so keep checking its website to get a good deal. Some limitations of Paychex include a complicated user interface, complex integration of various integration options, and no pricing transparency.

How Paychex Compares to ADP

Paychex and ADP are the leading payroll service providers in the US. ADP has a wide range of features beneficial for businesses of all sizes, including start-ups. Similarly, Paychex offers various features to large and small businesses but isn’t suitable for startups. Some additional features offered by Paychex that aren’t available to ADP users are a self-service portal, payroll with in-house printed checks for employees and contractors, and the option to add-on filing and reporting for payroll taxes.

Screenshot of Paychex webpage that shows how you can ease the burden of payroll with their services
Paycheck provides human resource management, time tracking, payroll, benefits services, and more.

Both companies provide a similar tiered pricing model with a monthly fee and add-ons for additional charges. However, despite somewhat similar services, ADP is slightly more expensive than Paychex. Paychex has a transparent pricing model, with its lowest plan starting from $39 a month, whereas ADP has a quote-based pricing system and has four pricing plans. The unique quality of ADP is that it offers the first three months for free.

Both service providers are credible and well-established. ADP is more suitable for businesses that want a customizable payroll service platform and offers one-on-one guidance. Paychex, on the other hand, is more suited to small and medium-sized companies, but it is the ideal option for smaller businesses with a limited budget for payroll solutions.

Read a comprehensive review of Paychex to make an informed decision for your business. 

OnPay – Best for Simplifying All Things Payroll

OnPay logo

OnPay is a highly-regarded payroll service in today’s market. It is beginner-friendly and provides several excellent features like simplified employee onboarding and access features, stellar customer service, and simplified payroll management. It also offers many specific tools to small businesses, like new hire compliance reporting and customized PTO tracking. 

Another exceptional feature of OnPay includes the detailed reporting functionality. Many users find the pre-built reports to be quite valuable. It also provides a custom report option with several design features to make the process easier for clients. It enables you to use a drag-and-drop interface, set up filters, and create custom views for specific users. 

In terms of pricing, OnPay is straightforward. It offers services for a base monthly fee of $40 plus $6 per person per month. This pricing transparency and low monthly costs make it one of the best payroll service providers for small businesses.

However, there are some areas where OnPay still needs improvement. These include the need for an automatic payroll option, easier-to-learn functions, a mobile app, and more integration options. 

How OnPay Compares to ADP

OnPay and ADP provide much the same software to help businesses manage their payroll, HR, and compliance needs. Both platforms offer similar features, but OnPay is easier to use, provides better customer support, is easier to set up, is reliable, and offers more customization options. Also, while OnPay provides multi-state payroll, new hire reporting, and many other features for free, ADP charges a specific fee for each of these add-ons.

OnPay interface
OnPay is beginner-friendly and has great features like simplified employee onboarding, access features, stellar customer service, and simplified payroll management.

Regarding pricing, ADP offers a tiered pricing plan, but OnPay charges a single monthly fee for all the features. OnPay has a more transparent pricing plan starting from $36 a month. However, ADP requires its clients to get a price quote, making the process less transparent.

ADP and OnPay provide similar features and functions, but OnPay has better ratings and reviews and has a more affordable pricing plan. Therefore, OnPay is a better alternative, especially for small and medium-sized businesses wanting to simplify their payroll operations. 

Read our detailed review of OnPay to analyze whether it fulfills your business needs. 

QuickBooks Payroll – Best for Solopreneurs and Small Teams

Intuit QuickBooks logo

QuickBooks is a popular name in accounting software. It’s worked hard for decades to make its name as a payroll service provider by launching QuickBooks Payroll. This platform is an ideal payroll service option for businesses already using QuickBooks, as both can be integrated easily with just a click.

However, QuickBooks Payroll is equally helpful for other businesses using different accounting software. It is easy to use and gets all the necessary work done without interruptions and problems. It is a particularly ideal payroll service for individual entrepreneurs and small businesses because it’s affordable but still provides the latest functionalities.

QuickBooks Payroll is an intuitive platform that senses the expertise of its users and offers elaborate support and numerous functionalities to inexperienced users. Moreover, it protects users from tax penalties and provides a simple time-tracking feature.  

The several pricing plans offered by QuickBooks include:

  • The core plan starting at $45 a month, is an entry-level plan that provides auto payroll, product support, and direct deposit.
  • The premium plan starting at $75 a month, provides core features, expert payroll review, and mobile time tracking.
  • The elite plan, starting at $125 a month, offers additional features like HR advisory services, 24/7 customer support, expert setup, and much more.

Moreover, the company often runs promotions and discounts that can help you get a lower price on different plans.

Even though QuickBooks is excellent, it’s not perfect. Some of its failings include limited integration options, fewer human resource tools, and unsatisfactory customer service. Besides these drawbacks, some users also report the problem of integrating accounting software other than QuickBooks to be challenging.  

How QuickBooks Payroll Compares to ADP

QuickBooks Payroll and ADP offer easy-to-use payroll services, including tax filing and employee management. The primary difference between both companies is in HR features. Even though QuickBooks Payroll processes payroll with unlimited pay runs, it has limited HR functionality. On the other hand, ADP is more flexible with expanded HR functions and has better plans and pay cards.

QuickBooks Payroll homepage
QuickBooks Payroll is ideal for businesses already using QuickBooks, as they can be integrated with just a click.

QuickBooks Payroll has four transparent pricing plans starting from $45 a month, whereas ADP necessitates getting a quote for your needs. The customer service of QuickBooks Payroll is more inconsistent and is provided only six days a week. Even though ADP offers support 24/7, customers often complain about delays and need more help. Besides that, ADP is rated higher for overall reliability and performance.  

Overall, QuickBooks Payroll, with its limited integrations and HR features, is better for QuickBooks users and small businesses with a smaller budget that only requires a robust payroll solution. On the other hand, ADP is better suited for growing businesses that need a variety of payroll, HR services, and personalized assistance. Even though ADP is pricier than QuickBooks Payroll, it offers more flexible features and solutions. Therefore, carefully assess the needs of your business and your budget before choosing either of the platforms. 

Paycor Review

Paycor is a payroll processing provider that serves more than 2.3 million users. Paycor modernizes the HR process with automated and flexible tools and combines them with best-in-class implementation tactics that ensure a seamless software transition. 

With additional products in talent management, workforce management, and benefits administration, Paycor can become an all-in-one provider for all things HR and payroll. 

Paycor logo

Paycor Compared

Paycor didn’t make it onto our top list, but that doesn’t mean it doesn’t provide a satisfying service. With that said, the best online payroll service for most people is Gusto because of its excellent ability to cater to dispersed and hybrid workforces. Sign up for Gusto today, with pricing plans starting at just $46 per month

Want to read more about the top best online payroll services? We reviewed dozens of options and narrowed it down to the top five. If you want to scope out all of your options, see all of our top picks here.

  • Gusto — Best for dispersed workforces
  • Paychex — Best for experienced payroll teams
  • OnPay — Best for simplifying all things payroll
  • QuickBooks Payroll — Best for solopreneurs and small teams
  • ADP — Best for never outgrowing your payroll provider

About Paycor

Even though Paycor didn’t make it onto our top list, it still offers a wide range of products, services, and features that make payroll processing easier. Paycor aims to simplify the payroll process so you don’t waste valuable time. 

Paycor’s suite of products includes payroll and HR software, analytics, recruiting and onboarding software, time and attendance software, and scheduling software. Paycor also supports employees with a learning management and benefits system. 

Paycor Health and Stability

Paycor was founded in 1990 and is a publicly traded company with headquarters in Cincinnati, Ohio. It has multiple sales offices and support centers throughout the United States. Paycor currently has eight investors, with lead investors including Qatar Investment Authority and Neuberger Berman Group, which have raised more than $270 million. 

Today, Paycor employs more than 1,000 people across the United States. Even with a 3.6-star rating on Glassdoor—which is below average compared to its competitors—many employees still find Paycor’s culture outstanding. 

Paycor Pricing

Paycor bases its pricing on company size, with one category suited for companies with below 50 employees and the other for companies with between 50 and 1,000+ employees. 

Paycor Pricing Structure

Paycor has a simple pricing structure across its products and services with a per month, per employee foundation. Paycor has four pricing tiers for its below 50 employees category that scale to the size of your business and steadily includes additional products as the pricing increases. 

The best aspect of Paycor’s pricing structure is that it doesn’t have separate pricing for additional products. You can find the right package for your business needs instead of paying for products you might not use.

Paycor Pricing Comparison

Unfortunately, Paycor’s pricing packages are expensive overall. Paycor’s pricing starts at $99 per month, plus $5 per employee, and jumps to $149 per month plus $7 per employee for additional compliance management and new hire productivity features. And for a fully comprehensive payroll and HR platform, you will be expected to pay $199 per month plus $14 per employee. 

Compared to other online payroll services, Paycor is on the more expensive side. For example, Gusto and OnPay start at $40 per month, plus $6 per employee, and Gusto’s more comprehensive package is still cheaper than Paycor’s starting package. 

And you can even find lower pricing with QuickBooks Payroll, which comes in at only $25 per month or $17.50 per month with a 30% discount if you purchase the product immediately.   

Paycor Trials and Guarantees

Paycor doesn’t currently offer a free forever plan or a traditional free trial. However, it does have an exclusive offer that lets you choose any plan and receive three months free, with zero set-up fees. 

Paycor Online Payroll Service Review

Compared to other online payroll services, Paycor stands out for its tax compliance system and automated payroll processing solution. You could benefit from Paycor if you are looking for robust yet highly flexible payroll features. 

Paycor can help you reduce payroll processing time and manage your business. To read more about Paycor’s competitors and how they stack up against each other, check out our top picks for online payroll services

What Makes Paycor Online Payroll Service Great

Examples of Paycor interface on laptop screen and on mobile app.
You can view all your payment details in Paycor’s intuitive interface.
  • Stress-free tax compliance process: Paycor makes it incredibly easy to manage your payroll and tax compliance without needing to keep up with federal, local, and state tax regulations, which are constantly evolving. With Paycor’s tax compliance dashboard, you receive relevant alerts and compliance warnings, including missing or invalid tax IDs, tax recommendations, and invalid addresses. Paycor’s tax compliance also extends to expert support and tax setup guidance, so you can protect your business every step of the way. You also don’t have to handle any tax filing, W-2, and 1099 processing, making it easier for you to focus on the rest of your business and payroll. 
  • Automated payroll system: With Paycor’s AutoRun functionality, you can automate your payroll system and create a seamless workflow. AutoRun can help administrators automatically process payroll on a specific day without being at a computer. Paycor’s payroll system also offers reporting, real-time calculations, and employee self-service to help you transform the way you process payroll. Instead of trying to manually find each employee’s pay information, Paycor’s reporting function gives you the pay summary you need to finish payroll on time. With real-time calculations, you can make and save edits in real-time instead of relying on batch processing. And with employee self-service, Paycor ensures your employees can access their pay stubs W-2s and benefits information from the comfort of their mobile phones. 
  • Solid mobile app: Sometimes, it’s difficult to find a functional mobile application that comes with payroll solutions, but this isn’t the case for Paycor. With more than 1 million downloads, 20,000 reviews, and between a 4.3 and 4.7-star rating—depending on the app store you download it through—Paycor’s mobile app is incredibly efficient and helps users save time on several payroll tasks. Employees, managers, and administrators can utilize the app to do the following: fill out timesheets, accept time cards, approve time off requests, approve workflows, view work schedules, track applicants, and punch in and out. 
  • Flexible payment options: When it comes to paying your employees, Paycor gives you flexible payment options that will suit the needs of any employee situation. For example, you can choose from three options, including OnDemand pay, Paycor wallet, or direct deposit. OnDemand pay gives your employees access to money they’ve already earned before their scheduled payday and Paycor wallet is a specialized functionality that allows your employees to access earned wages, pay information, and financial wellness resources in one secure location. On the other hand, direct deposit is the most popular payment option, as it removes the need for paper checks, so you can send paychecks directly into your employee’s bank accounts instead. 
  • Quick and easy onboarding: Among Paycor’s talent management services, many users have said how satisfied they are with its onboarding software. Paycor’s onboarding software can help you accelerate engagement and boost retention by simplifying the hiring process with mobile optimization, tax credit integration, and easy compliance. Paycor’s onboarding system offers a seamless way to hire employees by utilizing quick and bulk hire features, which help onboard groups at once. You can also engage your new hires early with company handbooks and policies ready to go in the portal, and what’s even better is that you can eliminate paperwork and save time with Paycor’s automation. 

Where Paycor Online Payroll Service Falls Short

Example of Paycor interface showing view of its reporting features.
Paycor’s reporting features include piecharts and easy-to-view categories.
  • High and extensive fees: Unlike other payroll services, a big downside to Paycor is that it has an extensive list of high fees that add up over time. For example, Paycor has more than 20 fees for payroll processing alone, which isn’t ideal. The fees start at $1 for tax processing and increase to $1,000 for one-time additional reports. You will also have to pay a $50 late processing fee if you complete your payroll after 3 pm.   
  • Lackluster reporting: After looking through dozens of reviews, I found most users were unhappy with Paycor’s reporting functionality, claiming that it isn’t easy to use, doesn’t always work, and may even fail when you try to run it. Users have also complained about the lack of report customization capabilities.  
  • Slow customer service: Another common set of reviews involved Paycor’s slow customer service, with reviewers reporting wait times of up to 45 minutes and occasional dropped calls. Many reviewers have also claimed that Paycor’s customer representatives weren’t very knowledgeable or trained in assisting clients appropriately. 

Paycor Online Payroll Service Compared

While Paycor provides an automated payroll processing solution with flexible payment options, the best online payroll service is Gusto because of its powerful features that support dispersed workforces. 

  • Gusto — Best for dispersed workforces
  • Paychex — Best for experienced payroll teams
  • OnPay — Best for simplifying all things payroll
  • QuickBooks Payroll — Best for solopreneurs and small teams
  • ADP — Best for never outgrowing your payroll provider

Final Verdict

Paycor is a solid payroll service for businesses of any size. With stress-free tax compliance and flexible functionalities, such as a reliable mobile app and diverse payment options, you can transform the way you pay your employees. 

With more than 20 years in the industry and thousands of employees across the United States, Paycor is a reliable company that specializes in providing its users with a simplified way to process payroll, which is why we would recommend Paycor to any business that needs effective yet flexible payroll services.

7 Examples of Professional Development Goals

Setting actionable professional development goals is invaluable for career progression. However, these goals impact many more areas of your professional life, including increasing productivity, clarifying your career path, improving job satisfaction, and becoming a better employee. Of course, the professional development goals you choose depend on your career aspirations.

You can identify reasonable individual goals by deciding where you want to be in five to ten years. Alternatively, you can use the results of your performance review to identify areas for improvement. Finally, ensure your goals are SMART: Specific, Measurable, Achievable, Relevant, and Time-bound. This post covers examples of the most common professional development goals. 

1. Do Your Job Better 

Setting professional development goals can be intimidating, requiring both time and money. However, you don’t need to have your entire career path mapped to identify relevant goals. Instead, you can start where you are with what you have—that is, learn to do your current job better. 

Workplace skills, also known as employability skills, refer to the basic proficiency or know-how required to perform your daily tasks at the workplace. These skills are often transferable, meaning they are still valuable even when you leave for a different company or start your own business. 

Focusing on the skills related to your current job or position is essential. For example, learning a new language might help you communicate better with a particular client demographic. Similarly, improving your public speaking skill can help you make more impactful and exciting presentations. 

Don’t worry if you don’t know where to start. Your most recent job evaluation can help you identify specific areas to improve. Some valuable workplace skills worth improving include:

  • Communication 
  • Management 
  • Problem-solving 
  • Organization 
  • Self-regulation 
  • Time management 
  • Teamwork

Developing your workplace skills offers some of the best returns on investment. For example, you’ll be competent and more productive in your current position. Furthermore, these employability skills are also attractive if you hope to be promoted or when applying for work at a different organization.

One pitfall to note is that workplace skills can sound vague and general. So choose a skill that aligns with your current workflow and set quantifiable goals. For example, improving your management skills might mean implementing a project management process that increases productivity by 30% and saves 20 hours a month.  

You can use your organization’s reporting system to identify relevant goals. For example, your company may measure employee performance based on attendance, helpfulness, efficiency, and initiative. Therefore, it makes sense to use these metrics to identify the workplace skills you should improve. 

Following the same example, attendance goes hand in hand with self-regulation and time management. These are ideal professional development goals since they feature in your employee assessment. Similarly, you should focus on organization, time management, teamwork, and communication skills if your organization measures performance based on efficiency and initiative. 

2. Develop New Skills 

Outside of improving your current job performance, developing new skills is part and parcel of professional development. So make time to expand the number of things you can do well. But, again, you don’t need a detailed career plan to identify the new skills you should acquire. 

You can start by thinking of your dream job or a position you hope to occupy after your current one. Then, search for job descriptions for the position and note the skills listed to get a sense of where you need to focus your attention. Finally, prioritize the skills, starting with the most common requirement across job descriptions. 

For example, if you’re eyeing an IT Manager position, some skills are bound to appear in virtually every job description you find. You’ll need to have strong technical skills, particularly with using IT management software. Furthermore, you’ll need a firm grasp of computer hardware, software, and networking. 

Other standard skill requirements for an IT Manager position may include the following:

  • Team management
  • Strategic thinking 
  • Negotiation 
  • Financial management
  • Conflict management
  • Project management 
  • Planning
  • Delegation 

You’ll need self-awareness to identify your skills gap and prioritize which skills to acquire first. You can also consult with your boss, an esteemed colleague, or team members to provide feedback on prioritizing the skills you’ve discovered. Then, learn one skill at a time for the best effect. 

Unlike improving workplace skills, developing new skills requires a more long-term approach. Generally, this means setting a goal that takes one or more years to accomplish. For example, you can take a four-year Bachelor’s degree in Computer Science or Information Technology to improve your technical skills. Similarly, you can opt for new certifications such as Certified ScrumMaster (CSM) or Certified Information Technology Manager (CITM), which typically take months to complete. 

Also, be sure to apply your new skills to your current position. While bosses and employers appreciate the knowledge, they also look for experience. For example, you may offer to join the risk analysis team to hone the skills you learned in the Project Management course. 

Finally, keep a detailed record of what you learned. Be sure to update your resume as you develop, master, and practice your new skills. This record can also help you track progress and identify areas for evaluation or self-assessment. 

3. Grow Your Professional Network 

Networking is underrated, but it is a critical professional development goal. You can trace the most successful people’s “lucky break” to their professional networks and associations. A professional network also provides an opportunity to exchange ideas with industry experts, opens doors for new opportunities, and improves your creative intellect.   

The internet has made networking more accessible than ever. Professional social channels like LinkedIn make it easy to connect and share ideas with like-minded professionals without the pressure of face-to-face discussion. However, you shouldn’t limit your networking opportunities to behind the screen. 

It certainly makes sense to attend industry-related networking events. These events are professionally organized and provide terrific value for your time and money. For example, you might discover industry trends or insights you wouldn’t get anywhere else. 

Furthermore, don’t leave out former colleagues or bosses from your professional network. You can still leverage their connections, knowledge, and expertise. Word of mouth is also a big part of recruiting, so you may land a new job just because someone can vouch for you. 

The main thing to remember is that a healthy professional relationship is a two-way street. You should also provide value to the people in your professional network. For example, you can share your industry knowledge if the chance presents itself. 

Also, remember to keep in touch and follow up with the people you connect with to help strengthen these relationships. Exchanging contact information is only the first step to building a professional network. 

It’s also not just about having an extensive or professional network. The network should also serve your career development. So, again, you can set SMART goals for growing your professional network. This way, you won’t waste time with events and people that don’t align with your goals and will be more productive at relevant events. 

First, you need an overarching goal or purpose for building your professional network. A clear vision will help you set more specific goals for networking. 

Some examples of why you need to expand your professional network may include:  

  • Grow your employer’s client database 
  • Improve your public speaking or other specific networking skills
  • Build a referral network to grow your business-related resources
  • Heighten your company’s brand awareness within your industry
  • Learn to make more engaging and meaningful conversations 
  • Build your profile in your field
  • Create a support network 
  • Increase your knowledge and expertise in your industry

Then, you can set more refined networking goals, such as:

  • Attending X number of networking events per year
  • Talking to at least five different people at corporate events 
  • Collecting at least ten business cards per month
  • Making plans for coffee with at least one contact per month 

Setting specific goals for growing your professional network will let you immediately identify suitable opportunities for connecting with others. You’ll also be more productive during conversations and motivated to follow up with potential contacts. 

4. Obtain a New Certification or Degree 

Like learning new skills, obtaining a new certification or degree is a terrific professional development goal. It will increase your chances for promotion, increase your salary, help you negotiate a higher starting salary at a new company, or make it easier to transition to a new career or position. Continuing education is challenging amidst a demanding work schedule and personal responsibilities, but it’s one of the best investments in your career development. 

The first step in setting your education goals is determining whether it is mandatory. For example, some professions like healthcare, construction, manufacturing, and finance require a set number of continuing education units (CEUs) for license renewal. Therefore, you can prioritize these classes when choosing your course. 

Alternatively, you may choose a certification or degree based on your dream job. Again, you can look at job descriptions for your ideal position to find the most common education requirements. You might not even need to enroll for a university degree. 

Many organizations offer continuing education opportunities. You can speak to HR to learn about ongoing or upcoming training opportunities. Prioritize courses that provide certification at the end of the training and add these to your resume. 

Other opportunities for continuing your education include: 

  • Independent studies
  • Professional events 
  • On-the-job training
  • Volunteering 
  • Research 
  • Online courses 
  • Extension courses 

Earning a new certification or degree might take time. So it’s essential to stay focused by transforming your vague goal into an actionable plan. You can break down your continuing education goal into smaller, actionable, and trackable goals. For example:

  • Apply to X number of institutions/training programs in the next three months
  • Curve out X number of hours per week to work on assignments or further reading 
  • Contribute to class discussions at least five times a week 
  • Improve your grade in a specific subject 
  • Improve research skills 
  • Complete the course in X months 
Coursera homepage
Obtain professional certifications by completing online courses with Coursera.

Remember to update your resume for each new certification or degree. Many online courses let you learn at your own pace. You can look into online education programs like Udemy and Coursera, which let you set your pace and offer recognized certification when you complete the course. 

5. Take Up More Responsibilities At Work 

After improving your workplace skills, the next best goal is to take on more work responsibilities. But, of course, you should take on more responsibilities only when it is practical. So how do you know if taking on more responsibilities is appropriate?

First, ensure that your current tasks won’t suffer because of taking more work. Second, ensure that the new responsibilities ties into your overarching career goals. Finally, take projects that you understand and when you trust your capacity to complete the job correctly. 

There are many benefits to taking more responsibility at work. If nothing else, the new responsibilities might show your boss that you’ve outgrown your position and put you on the fast track to a promotion. The extra work might also allow you to work alongside people you admire, enabling you to learn new skills and draw from their experience and expertise. 

Some of the goals you might set to help you take more responsibility include:

  • Complete your tasks within the deadline 
  • Spend two hours a week assisting a colleague with their work 
  • Meet with your boss to discuss opportunities for taking more work 
  • Excel in your current role by exceeding your performance metrics  
  • Offer to lead a project 
  • Be the first to volunteer when the chance comes 

You can also show initiative outside of the office. For example, consider joining your company’s bowling team or other extracurricular activity. It’s even better if you’re proficient and passionate about the activity, allowing you to practice your leadership skills. 

6. Learn How to Manage Stress

You won’t get far in your career if you’re stressed and overwhelmed. Career progression often means more responsibilities and higher stakes. So learning to manage stress is a critical but often overlooked professional development goal. 

Stress management also has additional benefits. You’ll be more productive in your current role, feel more engaged with your work, and make better decisions. Stress management will also improve your overall health, job satisfaction, and morale. 

Again, you can set specific stress management goals such as:

  • Enroll in stress management training
  • Learn at least one stress management technique per month
  • Take a few quiet minutes per day to recharge 
  • Talk to a supervisor about stressors at work 
  • Learn to identify your stress triggers 
  • Find an outlet, such as sport, journal, or friend

Many organizations offer a stress training program or a similar program that you can look into. It’s also important to set realistic goals at work to avoid burnout. For example, professional development goals are terrific for advancing your career but aren’t very useful if you’re burned out. So take your time and consider carefully how much you can handle. 

7. Join a Professional Organization

Joining a professional community is a good goal for advancing your career. There are professional communities or associations for just about any field. So you’re sure to find one that suits your career projection. 

Most of these organizations also provide exclusive career resources that you can leverage. For example, the Project Management Institute (PMI) offers members discounts on certification exam costs, free material such as the PMBOK Guide, access to exclusive project management journals and newsletters, and the opportunity to join a local PMI chapter. 

Joining a professional community can also help you kill two birds with one stone. For example, you may not need to set a different goal to grow your professional network. You can easily do this by joining a professional association’s national, state, or local chapter. Some associations also provide designations like ‘chartered’ or ‘fellowship’ to help you boost your professional image. 

Again, you can set specific goals for joining a professional community, such as: 

  • Expanding your professional network
  • Accessing exclusive industry materials such as research, case studies, or journals
  • Finding a mentor 
  • Giving back to the community 
  • Enhancing your resume 

You can start by checking if the organization’s goals match yours. For example, some organizations are dedicated to community outreach, while others focus on members’ professional development. Also, ensure that the organization is registered, recognized, and well-established in your industry. 

Final Thoughts About Professional Development Goals

Setting professional development goals doesn’t have to be complicated. You only need to start with the end in mind and find a good reason for pursuing the dream. You can also break up long-term goals into smaller ones and set clear deadlines for accomplishing your goals. 

Finally, start with one goal and track your progress along the way. It’s vital for staying on track with your goals. You’ll also be motivated to pursue your goals if you can see tangible progress on your journey to professional development. 

Practical Steps To Build Transparency In Your Remote Business

It used to be the norm that businesses were opaque, with employees only having access to what they needed to get their work done. Over the past twenty years, though, there has been an increase in transparency in businesses: an article in HBR describes transparency as a leadership imperative, and studies conducted by companies like Slack and Tinypulse highlight the importance of transparency to employees.

“Transparency is the process of being open, honest, and straightforward about various company operations. Transparent companies share information relating to performance, small business revenue, internal processes, sourcing, pricing, and business values.”

Forbes

Companies can be transparent with their employees only; others take it further and are transparent with the world. In a remote organization, transparency is even more critical. When you rarely see your colleagues, transparency helps people feel connected to one another and to the business. It can also help to reduce timezone bias as it relies on asynchronous communication, which makes it easier for people at any timezone to participate.

In this article, I will share some tactics for improving transparency within your organization. Some of them are tactics I’ve implemented myself through my years as a remote worker and leading a remote company, and others are best practices and guidance shared by companies leading the pack in terms of remote work.

Tactics To Improve Transparency

Default To Open

Imagine signing in to your company’s Slack team, where little of the day-to-day work happens in public channels. Some people say hi in the morning or goodbye in the evening, but all the work happens in private channels and DMs. The #general channel is a dead zone. Work happens in silos, and it’s hard to know what is going on at any one time. Individuals have to ask for information when needed, and sometimes they don’t even know where to look. This can cause bottlenecks and slow down work.

At the opposite end of the spectrum is a remote team where everything is in the open: hundreds of channels cover the whole range of work done in the company, and personal interests are chucked in too. Just by looking at the list of channels in your work’s messaging platform, you’ll see the overall work and identity of the company, and anyone can jump into any channel and connect with what’s going on there. It makes people feel more connected to work across the company rather than restricting people to work silos. It also has the advantage of exposing questions and discussions to more people. You never know who might have the answer to your question, and by posting it in public, someone you wouldn’t expect might be able to help.

Practical Tips

  • Onboard new employees on how to work in the open through their onboarding period and gently nudge them to post questions and work discussions in public channels.
  • Create naming conventions for your teams’ channels because you will end up with a lot, and it helps with the organization if people can see them grouped together (e.g., #marketing-content, #marketing-design, #dev-qa, and so on).
  • Remember that some things that shouldn’t be public. Human Resources matters such as illness or performance and anything that is a special category data under GDPR should not be shared by the company. You can, however, be transparent about what won’t be open.

Lean In To Asynchronous Communication

Synchronous communication happens in real time, whether that’s on a video or voice call, messaging, teams, or in person. Asynchronous communication happens in your own time, and immediate responses are not requested or expected within the exchange.

There are many reasons why asynchronous communication is beneficial in a remote company:

  • Reduces roadblocks as employees don’t need to be online at the same time;
  • Increases flexibility for employees as they can prioritize when to respond;
  • Combats presenteeism;
  • Demonstrates trust in employees;
  • Reduces timezone bias;
  • Increases transparency as it relies on written communication and documentation.

Prioritizing asynchronous communication over synchronous communication doesn’t mean that you will never have a meeting or talk at the same time. Instead, it means that your first preference is tools such as documentation and shared issue trackers/task managers instead of having a call. Documentation is kept up to date so people can find what they need for themselves, and issue trackers capture what someone is doing and where they are at and provide spaces for collaboration that don’t require everyone to be online at the same time. By preferring these practices over synchronous practices, work carried out within the organization is always transparent and available.

Practical Tips

  • Choose a tool that people love to use that they can use to keep track of their work. There are so many project management tools that you should be able to find one that suits your way of working.
  • Keep your issue tracker updated with all of the most up-to-date information about where a task or project is, including links to works in progress, such as Google Docs, Slides, and spreadsheets.
  • Create guidelines and onboard people to this way of working. Don’t just assume that people know how to work asynchronously. If they are from a traditional office, it’s unlikely that they will.
  • Encourage everyone to ask, “do I need a meeting for this?” and make working in other spaces the default. This ensures full transparency of what’s happening, and people can engage in their own time.
  • Make sure that decisions are documented so that everyone knows what action to take and why.

Document Processes And Continuously Improve

Effective remote companies need to have great documentation. This is especially true as companies grow. When you’re a small number of people, with just a handful of people in each role, it can feel easier just to get on and do the work and not worry about documentation.

Without embedded, documented practices, different approaches to the same task will proliferate, and it will become difficult to know what is the }}best approach for the organization as a whole}}. The growth that is not managed leads to inefficiencies within the business because things spin up in new ways all the time. When new employees join, they are unclear about whose approach is the right approach, and interpersonal issues may surface just because people disagree about the best way to do things.

Good documentation creates a shared expectation about how things should be done. A well-documented process should be a ladder rather than a cage. It should provide you with the steps to get to where you want to go, which you might need to adapt to your specific circumstance rather than being something fixed that you have to stick to rigidly.

For documentation to be useful, it has to be kept up-to-date. Out-of-date documentation is worse than no documentation at all, as it tells you the wrong way to go about doing something. Therefore, I advocate keeping documentation as straightforward and to the point as possible — only enough information so that a reader can achieve their goals. Anything else is just maintenance overhead that you don’t need.

Once you have good documentation in place, it means that all employees can find what they need by looking at the documentation.

Employees shouldn’t need to jump on a call for a walkthrough, ping lots of different people to find out what they need, or be confused by the different ways that they are told to do something. This is essential to enable everyone to work autonomously and reduce time wasted on calls because something isn’t written down.

Practical Tips

  • Ensure that your documentation tool has everything you need to ensure that people can navigate and update it easily. We find built-in version control essential to see what has changed (spoiler: we use WordPress for documentation).
  • Add dates to your documentation, so people know when it was written. If you want to embed practices of continuous improvement, you can add expiry dates to your documents, and process owners are expected to review and complete any updates.
  • Provide clear expectations around documentation. If a process exists, it must be documented.
  • Gitlab sets the standard with their “handbook-first” approach. It’s worth reading how they approach documentation and adapting what is useful to your own context.

Manage The Noise

An advantage of transparency is that information is there to be found. However, there needs to be the correct systems and processes in place so that people can find them. As someone from a company that has been remote for 10+ years, I’m amazed at the amount of documentation and communication that has built up over the years, not to mention the proliferation of tools. If you’re early in your remote journey, I highly recommend creating structures now that will enable you to keep on top of all the comms as you grow.

You need to proactively manage your docs and tools. It’s like a garden: you plant flowers in the flower beds, maybe a few trees and shrubs, and get your lawn looking lovely. But over time, the weeds start to appear, the shrubs become overgrown, and the flowers need to be dead-headed.

Transparency can have a positive impact on your company, but if you don’t tend to your documentation and information, it can end up being like an overgrown garden, where you have to clamber through weeds to get what you want or find a path through it.

Practical Tips

  • Create onboarding pathways for different roles so that when new people join the company, they know where to find what they need and are taken through it step by step.
  • Stay on top of your information architecture and make sure it remains intuitive for employees. Ideally, keep your IA the same or similar across your different tools (e.g., GDrive for docs, handbooks, and so on).
  • Often, people will just search for what they need to make sure that you have a working search tool.
  • Set expectations about what people need to stay on top of. It’s important that people are up-to-date on what’s happening in their areas, but do they need to read every piece of communication?
  • Create an announcements channel or blog, with the expectation that the only items posted are things that everyone has to read. This makes sure that nothing important gets missed.

Record Meetings And Provide Useful Notes

Preferencing asynchronous communication doesn’t mean ever communicating synchronously. There are times when meetings are inevitable and valuable. However, that doesn’t mean that what happens in the meeting needs to stay within the black box of that meeting. We have tools at our disposal to make these transparent, but as with all things, we want these to be as frictionless as possible.

Recording a meeting so that anyone who is not present can catch up on it can be helpful. Also, this reduces the need for detailed minutes as anyone who wants specific details can watch the recording or catch up on the transcript (zoom has built-in transcription features, which provide a good enough transcript to scan what’s going on). This may not be suitable for all meetings as it can have a knock-on effect on people’s behavior, making them more guarded.

Alongside that, there are the meeting notes. There are as many different ways of producing notes as there are people writing them. You need to determine the purpose of your notes to put them in the best format for your organization. When thinking about it, ask yourself what someone who hasn’t attended the meeting needs to know. If a video is available, do they need full minutes or just notes about decisions, actions, and deadlines? Who is going to take the notes? Are they always taken by a specific person, or is it a role that rotates?

Practical Tips

  • Always have an agenda for a meeting and ensure that anyone who adds an item to the agenda also writes a summary with links to supporting documentation. This provides the basis for the notes and means the note taker doesn’t have to re-summarise.
  • Make sure everyone knows what the expectations are around meeting notes. A standard meeting template means that everyone knows what they need to provide before and during the meeting and that everyone reading notes knows what to look for.
  • Ask yourself if you need notes every time. Maybe a video suffices for a discussion, especially if all of your actions are captured in your issue tracker. Maybe it’s enough just to keep an activity log, so everyone stays on top of what’s next.

Onboard New Team Members To Transparency

Something I have been guilty of is assuming that people will just be able to join the company and instantly normalize how transparent we are. Actually, it’s quite challenging for someone to go from an organization that is not transparent or doesn’t really think about it to one in which everything is out in the open.

It requires some empathy and imagination to recognize the experience of someone who has just joined the company. As there is a lot of noise, communication, and notifications, there is a mountain of information to climb and years of asynchronous communication stacked up. On top of that is the feeling of vulnerability that comes with being a new employee. When the expectation is that everything is discussed in public channels, it can make people feel reticent about putting themselves out there, asking the “stupid” questions that are so important to navigating your way around somewhere new.

That makes it essential to familiarise people with the concepts and tactics of transparency through the onboarding process and for managers and peers to support new starters with that. You can’t just assume someone will get it, so you need to support them to succeed.

Practical Tips

  • Have clear expectations about what people should read and what they can let pass them by. Otherwise, some people will try to read everything. For most people, the work of their immediate team and essential company announcements suffice to begin with.
  • Talk about transparency through the onboarding process, why it is important, and how you practice it within your company.
  • Adjust to your new employee’s level of comfort. Some people will jump straight into public channels, but others will want to take their time. Work with them in DMs or private channels to begin, with the expectation that you’ll move to the public once they are onboarded.
  • Create specific pathways or tables of contents for different roles to take them through the documentation and training they need to read.
  • Provide guides and documentation on how to practice transparency, especially best practices for documentation and for using your issue tracker.

Make Use Of Integrations, APIs And Bots

Integrations, APIs, and Bots let us automate work and prevent information from getting stuck in silos. One of the first things I look for when I’m sourcing a new tool is what integrations it has and whether it will integrate with my stack. If it doesn’t have a native integration, does it have an API so we can have a developer build an integration for us? Or, for simple integration, you can use a tool like Zapier to connect your tools together.

If you’ve been remote for a long time, you can have a proliferation of tools, and manually moving data between them leaves room for human error and creates a huge administrative burden.

However, if you don’t transfer your data, it can lead to information remaining in silos and not getting to where it needs to be. If you are building out a stack for your remote team, I highly recommend working with tools and apps that integrate with one another.

As well as integrations, bots can be massively helpful in automating tasks and removing the need for people to manually run different processes. Some tools that I have found to be useful are geekbot, which we use for standups, and donut, which we use for social connections like pairing people up for a coffee. You can use integrations to pipe posts from other tools, such as GitHub or Hubspot, into your Slack Channel or MS Teams. Geekbot fatigue is real, though, so beware of having too many standups and bots running simultaneously because if they’re not used well, they can become a bureaucratic task that no one loves.

Practical Tips

  • Figure out the bots which are right for your organization. Both Slack and Teams have a lot of bots available.
  • When you are signing up for a new tool, look at the integrations that it currently has and think about how you might want to use the tool in the future.
  • Connect your issue tracker and any other asynchronous tools to your messaging app so that any activity is piped into relevant channels.
  • If bots are causing too much noise, consider creating firehose channels, which are just for piping in information from a specific tool or project.

Equip Everyone To Give And Receive Feedback

When your company is transparent, everything is out in the open all of the time. This means that a culture of transparency must go hand in hand with a culture of feedback. Drive-by feedback from people who don’t have context on a specific project is rarely helpful, nor are cryptic one-liners that say something isn’t great but don’t provide anything constructive about why.

This type of feedback can make people reticent about working in the open, and they can hold things back until they feel it is totally ready. Equally unhelpful are feedback requests that are just “what do you think?” or “can I have feedback?” These requests rarely elicit high-quality feedback.

When you equip your team to give feedback, you create a space where people are okay putting their half-finished projects out there because they know any feedback will be provided in good faith and will help them to achieve their goals. You also need to ensure that people are open to feedback, listen, and receive it in a non-defensive manner. Ultimately, it is up to the person who receives the feedback whether they should implement it or not, but you should always listen and try to understand the other person’s perspective.

Practical Tips

  • Set company-wide expectations around feedback. Some companies might prefer a free-for-all where anyone can provide feedback all the time; others prefer to set the expectation that feedback should come only when it is asked for.
  • Be very specific on what you are asking for feedback for: is it on the design, the content, the tone of voice, the structure, or the message? This will help you to get high-quality feedback.
  • Research different feedback methodologies and adopt a few that are right for your company. Radical Candor is a very popular technique; I like Situation, Behaviour, Impact because of its simplicity, but there are lots of options out there. Whatever you use should be straightforward enough for anyone to use.

Build A Culture Of Transparency

You can build transparency into your practices, but you also need to build it into your culture. A common way to do this is to write transparency into your values, which is great but rarely enough. You’ve got to embed transparency into everything you do, which I hope some of the practices above will help with.

One of the most powerful ways to become more transparent as a company is for people to role-model transparency, especially leaders. If a leader behaves in a particular way, others follow. It follows that if someone at the top does something, then it is acceptable behavior.

If a leader does everything in Direct Messages, brings people into meetings all the time, and works in silos, then others will do the same. If your leaders default to open communications, asynchronous practices, collaboration, and information sharing, then they create an environment where others will follow.

It’s not enough for a CEO or founder to say they want to be transparent — they have to practice it like everyone else.

And remember, full transparency isn’t for everyone or for every company. You can set limits on what you are transparent about: some organizations share salaries, others don’t, some share financial info, others don’t, some share everything publicly, and others don’t. Being transparent isn’t necessarily sharing everything; it’s being upfront about what you are going to share, what you aren’t, and why. But remember that some level of transparency in a remote organization will go a long way to helping you be successful.

Practical Tips

  • Role-modelling transparent behaviors should be built into the expectations of every leader. This could be written into role descriptions or behavior frameworks.
  • It’s easy to find yourself working on something in a DM or private space; when you do, gently suggest to others that a discussion is moved into a public channel.
  • Acknowledge behavior and actions that are transparent. We have a kudos bot in our HRS which we can use to credit positive behavior, and transparency is a consideration within our career progression framework.
The Transparency Trap?

Generally, I am a big advocate of transparency, but it’s not without its pitfalls. If you want your organization to be more transparent, then you need to be aware of what these are so that you can work against them. Some examples are:

  • Decision-making can take a lot longer because so many people can provide input.
  • Information overload can be a burden on employees, and they can feel fatigued by the amount of communication.
  • Employees can feel that they are constantly being observed, which can leave them feeling exposed and vulnerable.
  • Some employees will hide what they are doing just to get it right, even if there is nothing to hide.
  • People experiment less because they are afraid to take risks or be vulnerable in front of others.
  • There is an additional administrative burden as people have to produce meeting notes, update documentation and issue trackers, and generally perform what they are doing.
  • Access to a company’s financial information can cause anxiety when times are rocky.
  • Creative work may not always benefit from transparency as people can self-censor during the development process.
  • Sharing all meetings can lead to self-censorship, which can stifle debate.

The researcher Ethan Bernstein talks about the “transparency trap” and explains how some organizations have “found the sweet spot between privacy and transparency, getting the benefits of both.” This means employing different types of boundaries to ensure that privacy is maintained in some areas without losing the benefits of transparency. However transparent you plan to be, it’s important to keep these challenges in mind so that you can work and don’t overwhelm or undermine your employees while still getting all of the benefits of transparency.