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 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 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 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 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 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 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
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 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
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 |
Sending communications / updates re. payroll and bonuses |
Maintaining and updating compensation records |
Preparing and maintaining any required compliance documentation |
Ensuring compliance with all benefits and compensation procedures – audit of process |
Generating reports on benefits enrollment, usage, and costs |
Analysing compensation data to support HR decisions |
Preparing summaries / presentations of benefits and compensation data |
Researching supplier options for benefits packages |
Liaising with external benefits providers / brokers |
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 |
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
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 |
Entering employee data into HR databases and systems |
Regularly updating employee information such as contact details, job titles, and salary changes |
Ensuring employee records comply with legal and company requirements |
Assisting with / undertaking audits of employee records |
Preparing and maintaining documentation for compliance purposes |
Generating reports on employee data e.g. demographics, turnover, tenure |
Analysing employee records to support HR decisions |
Preparing summaries / presentations of employee data |
Setting up and maintaining personnel files |
Managing the records of leaving employees, including archiving or disposing of records as appropriate
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Ensuring proper documentation of the onboarding and offboarding processes |
Recording changes in employee status |
Updating records with changes in benefits, compensation, and job titles |
Ensuring documentation of performance reviews and disciplinary actions |
Performance management
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 |
Preparing and distributing performance review forms and templates |
Collecting and organizing completed performance review documents |
Maintaining accurate and confidential performance records in HR systems |
Entering performance review data into HR databases and systems |
Updating employee records with performance evaluation results |
Tracking and reporting on performance review completion rates |
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 |
Drafting and sending communications about the performance management process |
Creating and updating training materials related to performance management |
Ensuring performance management practices comply with legal and company requirements |
Assisting with / undertaking audits of performance management processes and documentation |
Managing and updated performance management software / tools |
Ensuring data accuracy in performance management systems – audit of process |
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 |
Coordinating employee recognition and rewards programs |
Tracking nominations and awards for performance recognition |
Preparing and distributing recognition materials and communications |
Recruitment
Creating and / or updating job descriptions |
Helping define role requirements and qualifications |
Drafting job ads |
Posting job ads – job boards, company website, social media |
Refreshing job ads to keep current and visible |
Researching and identifying the best platforms for job postings |
Researching potential candidates through LinkedIn / other networks |
Contacting and establishing interest in passive candidates |
Building and maintain a talent pipeline of potential clients |
Managing applicant tracking systems |
Monitoring and tracking applications / CVs |
Updating candidate status in the ATS |
Reviewing CVs and removing those that aren’t appropriate |
Conducting initial stage 1 phone / video interviews to gather specific information |
Shortlisting candidates based on agreed criteria |
Sharing candidate information in simple format for review |
Scheduling interviews for candidates / hiring managers |
Sending interview confirmations straightaway / reminders the day before |
Ensuring candidates have all required information to prepare |
Responding to candidate enquiries |
Sending follow up emails to candidates after interviews – next steps / notifying if unsuccessful |
Preparing any recruitment reports / analytics |
Maintaining and updating recruitment databases and records |
Employee onboarding
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 |
Getting reference details from new hires |
Sending reference requests |
Coordinating any / all background checks required |
Verifying all candidate information as required |
Sending welcome emails and information packs to new hires |
Answering any new hire queries prior to start / allocation of Line Manager |
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 |
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 |
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 |
Ensuring that new hires have all relevent information on benefits packages |
Collecting all information required for payroll and sharing with Finance |
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 |
Preparing any new hire reports / analytics
Sharing information about company culture, values and mission |
Researching and organising team building events |
Setting up mentorship / buddy meetings |
Employee offboarding
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 |
Scheduling exit interviews with HR / management |
Preparing exit interview questionnaires or forms |
Compiling feedback from exit interviews for analysis / future use |
Coordinating the handover of projects and responsibilities |
Organising knowledge transfer sessions with appropriate colleagues |
Ensuring documentation of any critical processes and tasks |
Arranging / coordinating with IT to revoke all access at the appropriate point in time |
Ensuring the return of all company devices |
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) |
Updating personnel records to reflect all information pertaining to departure |
Ensuring compliance with all offboarding checklists and procedures – audit of process |
Maintaining and archiving all details regarding the exited employee |
Preparing any leaving employee reports / analytics |
Training and development
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
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Sending reminders and follow up emails to all participants |
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 |
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 |
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 |
Coordinating onboarding training sessions for new hires |
Preparing and updating onboarding training materials |
Tracking completion of mandatory onboarding training |
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
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Preparing summaries / presentations of recommendations for general improvements on training |
Researching supplier options for training packages / materials |
Liaising with external training providers |
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.