refuse to sign

Employee Refuses to Sign Handbook – What to Do

By Dan Darabaris

 

Employee handbooks are an important HR tool for any company. They outline everything from routines, such as start times and how to call in sick, to benefits, vacation, and overtime, to most importantly, policies, procedures, and rules. With so much key information contained in this document, it’s important to have employees sign an acknowledgement form that they have received the handbook and agree to follow it. 

Why Should You Obtain Their Signature? 

Because it helps protect the business. If you don’t have a written acknowledgement, you can get into battles over what the employee did and didn’t know, making it difficult if you need to write the employee up or wish to let them go.

But What Happens If an Employee Refuses to Sign?

Whether or not the employee signs the handbook, the policies and procedures outlined in the document still apply – and this is something that you should make clear to them. The purpose of the signed acknowledgement is to have documented proof that the employee was made aware of the policies, and you have other ways to document this.

Note the Refusal

Inform the employee that their refusal to sign does not exempt them from following all policies and procedures in the handbook. Then note that the employee was given a copy of the handbook, but refused to sign it. Be sure to make this notation along with the date. 

Include Refusal Language on the Acknowledgement Form Itself

You could alternatively include language on the acknowledgement form that allows the employee to indicate that they were presented with a copy of the handbook, read it, and refused to sign.

Review the Handbook with the Employee

Have staff members, preferably both a member of the HR team and a manager, review the contents of the handbook with the employee. These staff members should indicate on the acknowledgement form that the employee refused to sign and that they reviewed the document with the employee. They should then sign and date the form. If you choose this route, be sure the staff members go over every topic, answer any questions the employee may have, and ask them if they have any questions.

Ask the Employee Why They Don’t Want to Sign the Handbook

I recommend finding out why the employee does not want to sign the acknowledgement. There could be a myriad of reasons and you should uncover them. It could be that they don’t agree with some of the policies or simply that they don’t understand them. Having a conversation with the employee allows you to address their concerns and clear up any confusion – heading off issues down the road. You could start the conversation by asking questions like, “What about signing the handbook concerns you?” or “This handbook is meant to serve as a resource for all of us and the policies apply regardless of whether you sign or not. Why are you opposed to signing it?”

Having this conversation may help you identify issues around some of your policies that need to be addressed.

If employees are having concerns regarding handbooks and policies, it may be an indication of a systemic issue with your organization.  Monarch has the experience to help you uncover potential issues and work through whatever challenges your organization is facing.

 

outsource in house road sign

Interim HR Agencies Are Good for a Small Business’s Bottom Line

By Kimberly Kafafian

 

Looking to fill a vacant position on your HR team and don’t want to lose traction on your initiatives while finding the best person to fill the role full-time? 

Need the expertise of an HR professional but don’t have the need for a full-time employee? 

Have a short-term issue that requires the insight of a human resources expert?

An HR interim agency may be just what you need to get or keep the ball rolling – and keep compliant! 

The Benefits of Working with an Interim HR Agency

Interim or outsourced hr services can provide a number of benefits for your organization:

The Expertise without the Expense of an Employee

When you retain an interim HR agency, you can augment your human resources needs without having to add another full-time person to your payroll. That saves you time in recruiting, onboarding, and training. And with time being money, that is already savings. Outsourcing these services also saves you money you would have incurred on benefits, payroll taxes, workers’ compensation, etc. My clients have consistently found that outsourced HR support doesn’t cost as much as a full-time HR team. 

Short Term or Long Term Support – You Decide

When you hire an interim agency, you decide the length of the relationship. Maybe you just need temporary help while you’re recruiting a full-time candidate. An experienced human resources professional can easily transition into the role with little disruption to your business. 

Perhaps your HR needs only necessitate X number of hours per week. Interim services may be the most efficient option.

You may have experienced quick growth that demands immediate recruiting and onboarding support. An agency can step in and take the reins.

Or, as a seasonal business you don’t require year-round support. Interim HR professionals can come in on demand during your busy months.

When you outsource HR services, you can have as much or as little support as your individual circumstances require. You have the option of determining the amount of support you need, and the length of time you need it. This is ideal for many small businesses, whose operations don’t necessitate hiring a full-time human resources manager. 

Specialty Strategy

If you are dealing with an unexpected HR issue that requires specialized knowledge, you can leverage the breadth of experience an external human resources team offers. For example, while all of the Monarch Consulting HR pros are knowledgeable professionals who stay ahead of the curve when it comes to policy and regulation changes, each has their own focus and skill set, i.e., compensation, recruiting, learning and development, compliance, policies and procedures, etc. By hiring an interim agency, you are able to tap into the knowledge your issue needs and deserves by retaining the right professional for the circumstances.

 

The Right Level of HR Engagement Is YOUR Choice to Make

From on-demand to year-long support, Monarch Consulting HR Solutions helps manage your people, reduce your administrative workload, and free up time so you can focus on business success.

Call or email us to arrange a complimentary consultation.

 

reverse mentoring in the workplace

Reverse Mentoring Benefits  Employers and Employees

Hearing the word mentoring usually conjures up images of an older, more experienced person guiding a younger worker on their career path. This is the traditional concept that many of us have experienced, whether we were the mentor or mentee. But there is a more modern version which is becoming increasingly popular because of its tremendous benefits called “reverse mentoring.” 

What Is Reverse Mentoring?

A twist on conventional mentoring, reverse mentoring involves younger workers guiding executives. You’re probably wondering “What is the benefit of that?” Well, the benefits are numerous and the positively impact both employers and employees.

The idea behind reverse mentoring is to provide executives with a fresh perspective along with helping boost their knowledge in the areas of technology, social media, and current trends – topics on which the younger generation has plenty to share. In essence, the executive learns from the junior – a refreshing and educational initiative.

The concept of reverse mentoring can either be a one-way mentorship, where the junior worker mentors the executive, or, it can be a dual-mentorship in which each party learns from the other. If you’ve ever seen the movie The Intern with Robert De Niro and Anne Hathaway, you’ve witnessed this second option in action. De Niro plays a retiree who applies for a senior citizen internship program at a new company founded and run by Anne Hathaway. De Niro is assigned to work for Hathaway and a reverse mentorship evolves, where De Niro shares the wisdom he gained over his career with Hathaway, as she enlightens him on technology and trends. Both gain much from the experience.

The Benefits Reverse Mentoring Brings to the Workplace

Reverse mentoring benefits the mentor, the mentee, and the organization. Here are some of the positive impacts it has overall:

Intergenerational Awareness

A multigenerational workforce is critical to an organization’s success. The understanding and welcoming of different mindsets, ideologies, and approaches from different generations are integral to innovation and growth. Reverse mentoring enables organizations to pair workers across generational divides spurring new ideas and strategies. With four generations working together, this is crucial.

A Bottom Up Flow of Information

Having younger workers mentor executives fosters a reverse flow of information from the bottom up. This approach provides leadership with a more robust perspective of the company and operations overall through information on how the enterprise really works helping to address challenges and changes. It also offers insight on the right terminology to use in communications. All of this seeds ideas and aids in achieving goals. 

Improvement of Business Skills

The younger generation grew up with computers, the internet, and social media. It is no stranger to technology and online forms of communication, which creates and spreads trends like wildfire. Older executives can benefit from the in-depth knowledge these tech-savvy millennials and Gen Z can provide. This sharing of digital skills boosts data analysis and strategies.

Encouraging Communication

Newer workers may be so focused on pleasing management, that they avoid speaking up. Partnering with executives helps to build valued relationships, which in turn encourages the younger generation to share their ideas and concerns, as well as welcome collaborative opportunities. Such actions aid in creating a positive culture and enhance employee engagement.

Expanding Diversity

Pairing unlikely co-workers together helps expand diversity because it cultivates a sense of belonging. Rather than simply pair workers across generational divides, with reverse mentoring initiatives you can also seek out minority groups to expand views and ways of working.

Increased Retention

With reverse mentoring, younger workers feel like they are being heard, that their ideas are appreciated and welcomed, and that they are supported. This goes a long way to enhance culture, which in turn boosts engagement and retention. 

While reverse mentoring may be turning the traditional concept of mentoring on its head, it’s still founded on sharing experiences and making others feel supported – which not only benefits the mentor and mentee, but the workplace in general.

 

mentor and mentee in the workplace

How to Be a Good Mentor in the Workplace

Mentoring someone at work is a great way to share your knowledge for the benefit of another. But it’s not just about providing information, guidance, or training. Being a good mentor also involves supporting and understanding your mentee as they move forward on their career journey. If you’ve taken on the role of mentor in your workplace, here are some tips for making sure the experience is beneficial for both you and your mentee.

8 Ways to Become a Better Mentor

1. Set Expectations and Goals

Every mentoring relationship is unique. So it’s important that you and your mentee set expectations right from the start. You should discuss topics like:

  • What the mentee expects from the relationship
  • The mentee’s goals
  • How often you should meet
  • Resources you can provide
  • How you will measure goal attainment
  • Maintaining open and clear communication
  • Creating agendas

One challenge we’ve seen in mentoring relationships is that the mentee begins to lean heavily on their mentor. Discussing how you each visualize the relationship will ensure that you find a common ground to work from.

2. Take a Genuine Interest in Your Mentee

The most effective mentoring relationships occur when the mentor takes an interest in the mentee both personally and professionally. By getting to know your mentee on a personal level, you will have a deeper understanding of who they are as a person, how they think, what makes them tick, what makes them happy. Building this stronger relationship will put you in a much better position when it comes to giving advice.

3. Communicate Effectively

The goal of mentoring is to put the mentee on a positive career trajectory. For that to happen, the relationship must be built on regular, open communication. That means that you should listen to your mentee, i.e., what they need, the struggles they are experiencing, the goals they want to achieve. You should encourage your mentee to ask questions, share their thoughts, and express their concerns. It is only through doing this that you will be able to support, guide, and encourage them. 

3. Share Your Experiences

The best way to mentor is by sharing your own experiences along your career journey. By being open about your successes, challenges, and failures, you are building trust and letting your mentee know that the struggles they are facing are not unique. Your transparency can provide a fresh perspective and much needed encouragement.

5. Offer Constructive Advice and Celebrate Achievements

To help your mentee achieve their work aspirations, it’s important that you provide feedback – both positive and constructive. As a mentor, you should not judge your mentee, but you are expected to guide them, and sometimes that means offering a little constructive criticism. One of the best ways to do so is by sharing your own experiences as an example. This allows you to educate so the mentee can improve without breaking their confidence. At the same time, you should encourage your mentee by celebrating their goal attainments and achievements. By highlighting their successes you are helping to build confidence and motivation.

6. Let the Mentee Make their Own Decisions

As a mentor, you are meant to provide guidance not directives. It is very important that you let your mentee make their own decisions. Just because you may know better from experience, your role is to help your mentee develop the knowledge and skills to make more informed decisions, not make them for them – even if it seems easier!

7. Be Empathetic

One leadership buzzword that has come to the forefront since the pandemic started is empathy. As a mentor, you are a leader, and the best leaders are empathetic. While you should share your experiences, don’t compare yourself to your mentee. You are each your own person, who will progress at their own rates. Try to understand your mentee’s perspectives, feelings, and circumstances.

8. Provide Opportunities

The overarching goal is to help your mentee grow and advance. A great way to foster that growth is by looking for and creating opportunities, such as getting the mentee involved in new projects that will help them develop the skills they need for that next promotion, connecting them with others who could be valuable resources (both in and outside of the workplace), or advising them of classes and workshops that will help them hone their skill set.  

By embracing the above actions, you can make the mentoring experience more meaningful for both yourself and your mentee.

mentor and mentee at work

How to Find a Good Mentor at Work

The right mentor can propel your career on a positive trajectory. The valuable feedback and advice they share can help you land that coveted promotion, put you on the optimal path forward, or even open your eyes to new career opportunities. But just how do you go about finding the right mentor match to help you achieve your work aspirations? Below are some tips to assist you in identifying and connecting with a person who can positively impact your professional growth. 

How to Find the Right Mentor for You

Know Your Goals

In order to determine who can help you on your career journey, you first need to identify your goals – both long-term and short-term. Think about what you want to accomplish professionally in the next six months, one-year, and longer. Are there specific projects you want to work on or clients you want to work with? Is there a dream position you want to attain? When considering goals, I like to break them down into SMART goals – Specific, Measurable, Achievable, Relevant/Realistic, Time Bound. By doing this analysis, you can break down your goals into smaller and larger chunks, enabling you to see the bigger picture and understand what you need to do to reach your goals.

Think about What You’re Looking for in a Mentor

A good work mentor has certain qualities, such as more work experience, a track record of professional success, caring, invested in your success, authentic, honest, empathetic, shared values, and a good leader. These are all qualities that we hope to get in our managers, but unfortunately, it doesn’t always work out that way. What’s great about finding a mentor is that you get to choose the person who checks off the qualities you are looking for.

Look within Your Existing Professional Network

Start your search by considering people with whom you already have a relationship, such as past managers and colleagues; senior colleagues in your department or other departments; and leaders in your field that you know, follow, and respect. Consider who your role model is. You might know someone who has already been informally mentoring you. Think about who has previously provided you with support and feedback.

Look Beyond Your Network

Expand your options by searching for people who may be a few connections removed from you, belong to the same group or alma mater, or are experts you admire. Although connecting with those outside your professional network is a bit trickier, it isn’t impossible – if you approach it the right way, which I will address below.

Consider a Group of Mentors

There is no rule that you can only have one mentor. Depending upon your goals, you may want to consider seeking out a group of mentors. As the saying goes, it takes a village. Sometimes the support of different people with varying backgrounds, experiences, and perspectives can be the biggest help in propelling your career.

Taking the Leap 

Connecting with a mentor should be natural. Whatever you do, don’t ask “Will you be my mentor?” The mentor-mentee relationship should be formed casually. You could approach someone you already know with a work situation and say you could really use some advice and that you respect their opinion. If your ideal mentor is someone you don’t already have a relationship with, you should be straightforward as to why you’re reaching out. For example, if you want to change fields, you could say you are looking to speak with people who have experience in the field you wish to pursue and ask if they would be open to connecting with you to share their experiences. Do your research before you make any of these asks. You want the potential mentor to know that you have taken the time to learn about their career and achievements.

Setting Expectations

Once you form a relationship with a potential mentor, it is a good idea to discuss the details of how the mentorship will work. Will you be contacting your mentor as needed, or do you expect to schedule a regular meeting? Are you meeting virtually or in-person? Aligning on these details from the start will assure your mentor that you appreciate and respect the time that they will be dedicating to you.

Being a mentee is a valuable way to get career guidance. Hopefully these tips will help you find a good mentor that will help you achieve your work aspirations.

set goals

How to Set Career Goals for the New Year

December is the perfect time to set yourself up for career success in the coming year. By making goals now, you can get a jump start on a course of action that will help you achieve professional aspirations. We recommend focusing in on specific and challenging goals, as doing so can increase your chances of following through on them. According to research 91% of people won’t achieve their New Year’s resolutions, but studies have found that setting specific and challenging goals leads to higher performance 90% of the time. So if you have some ideas of where you want to be in 2023, don’t put off devising a plan to get you there. 

Setting Goals to Advance Your Career in the New Year

Reflect on the Past 12 Months

Before you begin setting new goals, look back on the journey of the last year and consider:

  • Accomplishments
  • Goals achieved
  • Challenges overcome
  • Challenges that remain
  • Responsibilities you were given
  • Skills you acquired
  • New network connections
  • Positive and negative feedback

Taking an end of year assessment will give you the bird’s eye view you need for planning your path for the next 12 months.

Think SMART – Set Quantifiable Goals

If you want to stay motivated and actually reach your goals, it is best to break down your goals into realistic chunks, preferably into short-term and long-term goals. Think about what you can achieve weekly, monthly, quarterly, and yearly. This will make your journey less daunting and more manageable. I like to think in terms of SMART goals:

  • Specific – Be specific with your goals, identifying the goal itself, the role it plays in achieving your career aspirations, whose help you will need in achieving it, whether it requires acquiring new skills, etc. 
  • Measureable – In order to achieve a goal, you need to monitor your progress and whether you are still on track, so you can make any necessary pivots. Set key metrics for each goal, such as how you will know when it’s accomplished and how long it took you to achieve it.
  • Achievable – Make sure your goals are actually achievable. Breaking overarching goals into smaller milestones will help you reach the larger goal over time.
  • Relevant/Realistic – While there’s nothing wrong with reaching for the stars, when it comes to setting goals, they need to be realistic and relevant to you. Assess whether the goal could possibly be achieved in the time period you set and if it is necessary or helpful in the grand scheme.
  • Time Bound – To keep you focused, you should set actual deadlines for your goals. For example, instead of setting a three month timetable, give yourself a deadline of March 31st. 

Research

Achieving goals requires insight and forethought. Look into the degrees and experience of the people who are in the positions you are looking to attain. Ask HR to help you develop a path for promotion. Search people on LinkedIn who have your dream job and review their credentials, and maybe even reach out to see if they would be willing to share their experiences with you. The more you learn, the more realistic and attainable your goals will be. 

Identify New Skills You Need to Acquire

As you move up the ladder, the more knowledge and skills you will need. So take stock of any degrees, classes, workshops, webinars, or training that will help you forge ahead – your employer may even be willing to cover the costs.

Devise a Strategy

The best way to achieve your goals is by creating a strategy to do so. Write down the actions you will need to take to be successful, such as growing your professional network for beneficial resources, seeking out a mentor, furthering your education, developing new skills, or volunteering for a project to gain experience. This strategy should include realistic milestones to help hold you accountable along the way. Taking the time to strategize can make all the difference.

Reflection, assessment, research, and a well-thought out plan that incorporates achievable goals and the actions necessary to achieve them will position you for career advancement in the new  year.

 

Human Rights and Human Resource Management Are Intertwined

Companies have a responsibility to respect and protect their employees’ human rights – both ethically and legally. While such respect and protection should be embedded throughout all business functions, human resource management team members are those most closely entrenched in the concept. They are the team members tasked with creating policies and procedures that promote protections throughout the enterprise, impacting how the business operates.

It’s the HR team that hardwires human rights into the organization. Two key functions for doing so are embracing DEI&B (Diversity, Equity, Inclusion, & Belonging) in the workplace and upholding EEOC laws. The spirit for both of these lies in the Universal Declaration of Human Rights (UDHR), which was adopted by the United Nations General Assembly on December 10, 1948. 

This milestone document, which is commemorated on Human Rights Day, states:  “All human beings are born free and equal in dignity and rights.” The principles of equality and non-discrimination are at the heart of the document.

 DEI&B

Respecting human rights is fundamental to an inclusive workforce. Companies that invest in DEI&B are doing the right things for humans. They are ensuring that everyone in the workplace feels accepted, included, and heard. It’s HR’s job to help build and enhance DEI&B initiatives, in essence weaving them into the fabric of the culture, through a variety of initiatives, such as:

Creating Policies that Promote Inclusiveness 

The HR team should ensure policies are in place that protect and respect human rights. The policies need to define ethical behaviors that all employees need to follow and help create an inclusive culture by encouraging staff to bring attention to ethical violations. These policies help establish and reinforce a company’s culture. Any organization that values their employees feeling safe and empowered will want to ensure that this is reflected in their policies and practices.

Training

Training should not just focus on what the DEI&B policies are, but also should explain why human rights matter, how to understand your human rights, and why you need to respect the rights of others through webinars, videos, and live training sessions. HR teams should develop training programs that educate the workforce on differences (ethnic, gender, neurodiverse, etc.), tailoring them to employees and leadership in order to effectively address the issues specific to them.

Using Inclusive Language

In policies, handbooks, and in general speak, HR should use and encourage the shift from using he/she to they in documents and conversation to help workers feel safe and accepted.

Support Networks

By creating groups that recognize and support differences, such as Employee Resource Groups (ERGs), HR can provide opportunities to identify ways to improve inclusive initiatives. Groups such as those focused on women and different ethnicities are the most common, but more progressive companies are establishing ERGs that focus on neurodiversity and parenting.

EEOC

The U.S. Equal Employment Opportunity Commission (EEOC) oversees the federal laws prohibiting job discrimination. It is the HR team’s job to make sure the company upholds those laws, which include:

  • Title VII of the Civil Rights Act of 1964 (Title VII), which prohibits employment discrimination based on race, color, religion, sex, or national origin
    The Equal Pay Act of 1963 (EPA), which protects men and women who perform substantially equal work in the same establishment from sex-based wage discrimination
  • The Age Discrimination in Employment Act of 1967 (ADEA), which protects individuals who are 40 years of age or older
  • Title I and Title V of the Americans with Disabilities Act of 1990, as amended (ADA), which prohibit employment discrimination against qualified individuals with disabilities in the private sector, and in state and local governments
  • Sections 501 and 505 of the Rehabilitation Act of 1973, which prohibit discrimination against qualified individuals with disabilities who work in the federal government
  • Title II of the Genetic Information Nondiscrimination Act of 2008 (GINA), which prohibits employment discrimination based on genetic information about an applicant, employee, or former employee
  • The Civil Rights Act of 1991, which, among other things, provides monetary damages in cases of intentional employment discrimination.

There are many ways HR teams help organizations uphold these laws, such as by:

  • Adopting a mission statement that treats employees as individuals
  • Establishing policies and practices that reflect the company’s EEO values and emphasizing them in onboarding and ongoing training
  • Thoroughly investigating and responding to any employee complaints

Businesses have a responsibility to respect their employees’ human rights standards. And the best way to do so is by embedding the concept throughout all business functions.

equity demonstrated by rocks

What Does Equity in the Workplace Mean?

Equity in the workplace is frequently the focus of articles on building an inclusive culture, typically highlighted in DEI&B (Diversity, Equity, Inclusion and Belonging) training, and often addressed in news features on workplace topics, such as pay disparity. While the buzzword is familiar, what “equity” exactly means is not always clear to those who are supposed to be promoting it. And that’s a problem. 

“What is equity? How can I create it in my organization?” are questions we hear all too often from clients. Equity is such an important element of a culture that attracts and retains talent that HR teams need to ensure that leadership understands the concept so they can build an equitable environment for all employees. Here is how we explain the idea of equity to leaders at the businesses we work with.

Equity in the Workplace Defined

Equity is the “E” in DEI&B. The concept of equity in the workplace refers to providing fair treatment in access, opportunity, and advancement for each person in the organization based on their needs and circumstances. In essence, equity is about leveling the playing field and empowering employees to be their best selves. Understanding the difference between equity and equality will clarify this a bit more.  

Equity vs. Equality

Equity often gets confused with equality. Although these terms may sound similar, understanding their differences is important to building a more equitable workplace. The goal of equality is to treat all persons the same regardless of circumstances. Equity, however, refers to allocating resources based on need because everyone’s circumstances are different. To that end, equity involves considering historical and sociopolitical factors that impact opportunities then creating policies to meet unique needs – all without affording an unfair advantage. Those employees and potential employees with less access to resources and privileges may need additional support if they are to take advantage of opportunities within the company. 

Let’s put this into context with an example. Say an organization posts a job opening. The position is open to anyone who wants to apply and the hiring will be based on the applicants’ merits. This is equality – equal application access for everyone. But just because there is equal access in the application process, doesn’t mean there is equity. For example, backgrounds could have played a role into where the candidates went to school or previous positions held (or lack thereof) could have been impacted by hiring biases. In actuality, there could have been discrimination before this hiring process. Equity recognizes this, looking beyond the merits to considering alternative forms of experience or providing possible training opportunities. 

How to Demonstrate Equity in the Workplace

There are many ways to promote equity in your organization. The list below is far from exhaustive:

  • Provide wage transparency
  • Prioritize wage equity
  • Create diversity across all levels of the organization by providing training and educational opportunities
  • Build equity into your culture and values
  • Make job postings and applications more accessible
  • Focus on skills-based hiring
  • Reassess onboarding to account for specific needs
  • Develop mentorship and educational programs

Hopefully this primer on equity in the workplace will help you create a more equitable environment for your employees. If you are still unsure how to build equity into your workplace, the consultants at Monarch would love to partner with you.

 

equity puzzle piece

How to Improve Equity in the Workplace in 2023

With the end of the year upon us, now is the perfect time to reflect on the effectiveness of your 2022 human resources equity initiatives and plan for an even more productive 2023. Before you start designing your strategies for moving forward, you should compare your benchmarks with goal metrics to identify where you have succeeded along with where you have fallen short. As HR professionals, we also like to examine current industry trends to see if our clients are on target and are addressing key issues. 

This past year, the HR spotlight has been on pay equity, diversity, and transparency. Between rebounding from pandemic disruptions, to the Great Resignation, to current employee demands, to the signs of a possible recession, the pressure from all stakeholders to create a diverse and equitable workplace remains high. In the news, we’ve seen workers taking a stand by sharing how much they make, attempting to form their own unions, and seeking employment with companies that have the same values and prioritize the employee experience, along with new laws on pay transparency from such large cities as NYC. These actions demonstrate that stakeholders are looking for more than just gestures; they want to see real progress. Companies need to take note and take action.

All of this is underscored in a new industry report. Syndio recently released its 2023 Workplace Equity Trends Report. The company surveyed HR, Total Rewards, and DE&I leaders in order to identify trends, priorities, and sentiment related to workplace equity initiatives. According to the survey, businesses are recognizing the role they must play as 50% of respondents see their equity programs increasing in 2023. 

What Businesses Are Doing to Level Up Their Workplace Equity Programs

This survey provides some great actionable insights to help businesses boost their equity strategies in 2023. Here are three of the top takeaways. 

H3: Expanding the Definition of Diversity

Companies are looking beyond gender and race when it comes to equity. They’re including a full spectrum: LGBTQ+ identity, caregiving responsibility, refugee status, age, disabilities, and veteran status. According to the survey, companies that “track at least six employee identity groups are 64% more likely to strongly agree that they effectively build diverse teams at each level and 10% more likely to strongly agree that they effectively develop talent from historically underrepresented communities.”

Proactively Auditing Pay Equity

Rather than conducting an annual audit, more and more companies are doing more frequent assessments, every six months, quarterly, or even more often. This allows a more proactive adjustment rather than a reactive, point-in-time correction. The survey found that 50% of organizations now conduct pay equity analyses more frequently than once a year. By doing so, companies can embed equity into more stages of the employment journey, such as merit increases and high-potential programs. 

Increasing Transparency of Plans and Progress

As mentioned above, employees, investors, and customers want more than just speak. They want to see your goals, your actions, and your accomplishments. In essence, they want accountability. And those that provide it are benefitting. Organizations that are highly transparent “are 3x as likely to strongly agree that they effectively build diverse teams and develop talent” according to the survey.

We believe these are key priorities for the coming year and plan on devising strategies and noting benchmarks to see how well they are implemented.

End of Year Reflection Questions for Employees

As the year comes to a close, it’s a great time for leaders to reflect and get a view of the bigger picture. This introspection, however, should not solely focus on leadership’s own thoughts or data found in reports. To truly assess the highs and lows of the year, leaders should seek out and listen to the voices of their team members. Doing tasks day-in and day-out, employees can help provide a more accurate perspective on what’s worked and what hasn’t over the last 12 months, so that organizations can shape more focused and effective strategies for the coming year.

As December draws to a close, we recommend conducting an annual reflection as part of a year-end team review and new year planning. This can be done as part of a year-end performance review process or as part of a team building event. It is important to emphasize why this exercise is valuable so it isn’t viewed as more work to be done. 

Read on further for examples of the types of questions that will help you gain insight on growth driving topics like efficiency of processes, clarity of directions, motivation, employee wellness, and more. You can pick a few from this list or have employees self-select questions that stand out to them, but keep in mind that using all of these questions would be overkill!

Questions to Ask Your Teams to Plan for a More Productive New Year

  • What were the top three highs and lows of the year?
  • What enabled and motivated us to reach those highs?
  • What obstacles led to the low points and how did we navigate around them?
  • What strategies worked well and which ones did not?
  • Where did you spend most of your time and energy?
  • What caused us stress over the last year? How can we address it better in the future?
  • Thinking back, what was a moment when you were proud of what you and our team accomplished?
  • What was a challenge or failure you think we can learn from?
  • What were some of the major milestones we experienced this year?
  • What did you hope to achieve this past year? Were you able to do so?
  • Were you able to sharpen any skills this year? If so, what and how?
  • What motivated you to get your job done?
  • What can I do to make your job more enjoyable and productive?
  • What can the organization do to better help you meet our goals?
  • Where has management helped or hindered your work?
  • What do you feel are the company’s main drivers of success?
  • Are you comfortable with the corporate culture? Are there areas we can improve upon?
  • How can we make our organization more inclusive and diverse?
  • What is your favorite part about working for our company?
  • What do you hope to accomplish over the coming year?

Diving into these questions will engage employees in a deeper conversation about the team’s wellbeing and how it works together as a unit. This action will also provide valuable insight on what your team members view as successes, failures, motivators, and impediments. Such reflective conversations can provide powerful information to help the organization boost efficiency, productivity, and employee retention – all things every business could use during this tumultuous time.