Human resources

HR

Train people well enough so they can leave, treat them well enough so they don’t want to
Richard Branson

HR

HR

HR tasks, including recruitment, employee onboarding and offboarding, benefits and compensation management, employee records management, training and development, and performance management, are vital to building and maintaining a strong workforce.

Customer Service

Customer Service 

Customer service tasks, including handling customer inquiries, processing orders, managing returns and refunds, and maintaining strong customer relationships, are the backbone of a positive customer experience.

Sales & Marketing

Sales & Marketing

Sales tasks, including strategic support, lead generation, sales outreach, networking, telesales, sales presentations, and reporting and analytics & Marketing tasks, including strategic support, market research, content creation, event planning, outbound campaigns.

Admin

Admin

Admin tasks, whether personal or business-related, form the foundation of an organized and efficient operation. When these tasks are handled well, they ensure that everything runs smoothly, deadlines are met, and important details don’t slip through the cracks. 

IT

IT
IT tasks, including network and infrastructure management, IT support and helpdesk services, and cybersecurity, are crucial to the smooth operation and security of any business.

Compliance & Legal

Compliance & Legal

Compliance and legal tasks, including regulatory compliance, managing contracts and agreements, and upholding corporate governance, are critical to the integrity and sustainability of any business.

Purchasing & Stock

Purchasing & Stock

Procurement tasks, including supplier management and inventory management, are essential to ensuring that a business has the right resources at the right time, at the best possible cost. 

Finance

Finance

Finance tasks, including bookkeeping, financial reporting, accounts payable and receivable, and payroll, are the lifeblood of any business. 

HR tasks, including recruitment, employee onboarding and offboarding, benefits and compensation management, employee records management, training and development, and performance management, are vital to building and maintaining a strong workforce.  Effective HR management also ensures compliance with employment laws, fair and competitive compensation, and opportunities for employee growth. By paying close attention to HR tasks, businesses can enhance employee satisfaction, reduce turnover, and drive overall organizational success.

The tasks we can do for you

Benefits & compensation admin

Benefits Administration
Coordinating benefits enrollment and renewal periods – scheduling as required
Ensuring that new hires have all relevent information on benefits packages
Tracking and updating employee benefit selections within the HR system
Compensation Support
Sending communications / updates re. payroll and bonuses
Maintaining and updating compensation records
Compliance & Policy
Preparing and maintaining any required compliance documentation
Ensuring compliance with all benefits and compensation procedures – audit of process
Reporting & Analysis
Generating reports on benefits enrollment, usage, and costs
Analysing compensation data to support HR decisions
Preparing summaries / presentations of benefits and compensation data
Supplier Support
Researching supplier options for benefits packages
Liaising with external benefits providers / brokers
Communications
Sending communications / updates re. payroll and bonuses
Creating informative content relating to benefits package for marketing purposes
Updating HR portals / benefits information on the company website or intranet
Onboarding & Offboarding Support
Ensuring that new hires have all relevent information on benefits packages
Collecting all information required for payroll and sharing with Finance
Ensuring accurate and timely updates to employee records during offboarding

Employee records management

Performance management

Record Creation & Maintenance
Creating new employee records in the HR system
Updating and maintaining accurate and current employee records
Ensuring all necessary documentation is collected and properly filed
Data Entry & Management
Entering employee data into HR databases and systems
Regularly updating employee information such as contact details, job titles, and salary changes
Compliance & Policy
Ensuring employee records comply with legal and company requirements
Assisting with / undertaking audits of employee records
Preparing and maintaining documentation for compliance purposes
Reporting & Analysis
Generating reports on employee data e.g. demographics, turnover, tenure
Analysing employee records to support HR decisions
Preparing summaries / presentations of employee data
Onboarding & Offboarding Support
Setting up and maintaining personnel files
Managing the records of leaving employees, including archiving or disposing of records as appropriate
Ensuring proper documentation of the onboarding and offboarding processes
Change documentation
Recording changes in employee status
Updating records with changes in benefits, compensation, and job titles
Ensuring documentation of performance reviews and disciplinary actions
Performance Review Coordination
Scheduling performance review meetings and evaluations
Sending reminders and follow-up emails to managers and employees
Coordinating between managers and employees to ensure timely completion of reviews
Record Keeping
Preparing and distributing performance review forms and templates
Collecting and organizing completed performance review documents
Maintaining accurate and confidential performance records in HR systems
Data Entry & Management
Entering performance review data into HR databases and systems
Updating employee records with performance evaluation results
Tracking and reporting on performance review completion rates
Feedback and Improvement
Distributing 360-degree feedback forms and surveys
Communicating reasons for, and importance of, feedback and prompting for responses
Collecting and compiling feedback from various sources
Analysing feedback data to identify trends and areas for improvement
Communications
Drafting and sending communications about the performance management process
Creating and updating training materials related to performance management
Compliance & Policy
Ensuring performance management practices comply with legal and company requirements
Assisting with / undertaking audits of performance management processes and documentation
Admin Support
Managing and updated performance management software / tools
Ensuring data accuracy in performance management systems – audit of process
Reporting & Analysis
Generating reports on performance data and key performance indicators (KPIs)
Analysing performance data to identify high performers and areas for development
Preparing summaries / presentations of performance data
Recognition and Rewards
Coordinating employee recognition and rewards programs
Tracking nominations and awards for performance recognition
Preparing and distributing recognition materials and communications

Recruitment

Job posting and advertising
Responding to enquiries received by email, phone, live chat or social media within agreed SLAs
Escalating to internal team where required
Following up with customers to ensure that any query is answered appropriately
Providing updates at agreed intervals where queries can’t be immediately resolved
Recording all customer interactions in the CRM for completeness (where there is one within the business)
Logging all enquiries
Research and reaching out on LinkedIn
Sending standard responses within required timeines
Escalating to internal team on all occasions
Logging all complaints irrespective of the channel through which they are received
Applicant tracking and management
Encouraging customers to provide feedback on their experiences by reaching out for feedback
Following up if not received
Logging all feedback
Scheduling and coordination
Communications
Admin Support

Employee onboarding

Documentation and paperwork
Using templates to prepare / send offer letters and employment contracts
Ensuring all documentation is received and then held and stored correctly
Setting up and maintaining personnel files
Ensuring full orientation programme is in place and up to date
Background checks and references
Getting reference details from new hires
Sending reference requests
Coordinating any / all background checks required
Verifying all candidate information as required
Communications
Sending welcome emails and information packs to new hires
Answering any new hire queries prior to start / allocation of Line Manager
IT - Workspace Setup
Arranging / coordinating with IT for set up of email and system access
Agreeing all required software and arranging access
Arranging for workspace set up – laptop, phone etc
Compliance & Policy
Providing employee handbook and access to all policy documents
Ensuring compliance with all onboarding checklists and procedures – audit of process
Collecting signed confirmation of receipt of all company policies and storing in personnel file
Orientation and Introduction
Scheduling initial orientation sessions and all material required
Coordinating introductory meetings with Line Manager and other team members (as appropriate)
Setting up all calendar invites for onboarding activities
Benefits and Compensation
Ensuring that new hires have all relevent information on benefits packages
Collecting all information required for payroll and sharing with Finance
Follow up and Support
Scheduling regular check ins with Line Manager (in line with onboarding plan)
Gathering feedback from new hire on onboarding process at specified points (if appropriate)
Logging any feedback and sharing with Management as appropriate
Admin Support

Preparing any new hire reports / analytics

Culture and Engagement
Sharing information about company culture, values and mission
Researching and organising team building events
Setting up mentorship / buddy meetings

Employee offboarding

Documentation and paperwork
Using templates to prepare / send termination letters or resignation acceptance letters
Ensuring all signed documentation relating to termination / resignation is received
Updating all personnel files
Exit Interviews
Scheduling exit interviews with HR / management
Preparing exit interview questionnaires or forms
Compiling feedback from exit interviews for analysis / future use
Knowledge transfer and handover
Coordinating the handover of projects and responsibilities
Organising knowledge transfer sessions with appropriate colleagues
Ensuring documentation of any critical processes and tasks
IT - Access Management
Arranging / coordinating with IT to revoke all access at the appropriate point in time
Ensuring the return of all company devices
Return of Company Property
Tracking the return of all company property – e.g. keys, ID bades, equipment
Verifying the condition of returned items (if appropriate to be done remotely)
Compliance & Policy
Updating personnel records to reflect all information pertaining to departure
Ensuring compliance with all offboarding checklists and procedures – audit of process
Admin Support
Maintaining and archiving all details regarding the exited employee
Preparing any leaving employee reports / analytics

Training and development

Training Programme Coordination
Scheduling training sessions and workshops – whether face to face or virtual
Booking off site locations / meeting room (face to face) or setting up virtual meeting platforms (online) for training sessions
Sending reminders and follow up emails to all participants
Training Materials & Resources
Preparing and distributing training materials e.g. handouts, presentations, and manuals
Writing and creating e-learning packages
Creating / updating online training resources and content
Managing the inventory of training supplies and equipment
Learning Management System (LMS) Admin
Managing and updating the LMS with new courses and training modules
Enrolling employees in courses and tracking their progress
Generating reports on training completion and performance
Compliance & Policy
Ensuring training programmes comply with industry and company requirements
Assisting with / undertaking audits of training records
Maintaining accurate and up to date training records for compliance purposes
Onboarding Support
Coordinating onboarding training sessions for new hires
Preparing and updating onboarding training materials
Tracking completion of mandatory onboarding training
Reporting & Analysis
Distributing and collecting feedback surveys from training participants
Analysing feedback data to assess training effectiveness
Preparing summaries / presentations of recommendations for improvements on specific programmes
Preparing summaries / presentations of recommendations for general improvements on training
Supplier Support
Researching supplier options for training packages / materials
Liaising with external training providers
Training Events
Organising and coordinating larger training events e.g. seminars / conferences
Handling related logistics e.g. catering, travel, accomodation, materials
Marketing the event
Managing event registration and participant communication
Being onsite to support the event and handle any issues

Juggling Octopus
 HR. Personal Assistant. Customer Services. Sales & Marketing​. Finance. Legal. IT.

Reach out to us today and discover how we can help your business achieve its full potential.​

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