Strategy and Planning Archives - hr bartender https://www.hrbartender.com/category/strategy-planning/ WORK RESPONSIBLY Sat, 13 Jan 2024 18:41:49 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.2 https://www.hrbartender.com/wp-content/uploads/2023/08/cropped-HRB-Icon-32x32.png Strategy and Planning Archives - hr bartender https://www.hrbartender.com/category/strategy-planning/ 32 32 Proven Processes Lead to Good Organizational Outcomes https://www.hrbartender.com/2024/strategy-planning/proven-processes-good-outcomes/?utm_source=rss&utm_medium=rss&utm_campaign=proven-processes-good-outcomes https://www.hrbartender.com/2024/strategy-planning/proven-processes-good-outcomes/#comments Sun, 14 Jan 2024 09:57:00 +0000 https://www.hrbartender.com/?p=19472 Improvement through proven processes. Learn how to drive consistent, effective and efficient progress for managers and employees.

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wall art about processes dream it then do it

Estimated reading time: 5 minutes

Someone recently asked me about a project that I worked on during my career that I was particularly proud of. My answer was a project that I worked on as a consultant. The company was convinced that they had a training problem and brought in a team of consultants to “fix” the problem. 

The situation was interesting because there was this room full of consultants and we all had to learn how to work together. But one thing we were all committed to was doing a proper assessment of the situation. In doing so, we discovered that the problem wasn’t training. It was employee scheduling. This changed the entire scope of work but thankfully, it saved the company a lot of money and their challenge was assessed and solved correctly. 

This story was also a reminder to me that if organizations use good processes, it will result in good outcomes. Please note I didn’t say that you would get the outcome you expected or maybe even wanted. But a proven process, when administered correctly, can point you in the right direction. Neil deGrasse Tyson mentioned the same thing in his MasterClass on Scientific Thinking and Communication “What You Know is Not as Important as How You Think”.

Now is a great time for organizations to look at their processes to make sure that they’re using proven models and that employees know how to use them as well. 

Make Your Organization Unique

Organizations should be very focused on what makes them stand out from their competition. It seems to me that’s the uniqueness factor. If a company says, “We do what everyone else does and we do it exactly the same as everyone else.” well, that’s not really a compelling argument to buy your product or service. Now could be a perfect time to discuss what makes the company unique and then ensure there are systems in place to support it.

HR Departments Need to Prepare for Delivering Value

The business world is constantly changing. But we can evaluate our situation, acknowledge our strengths, address our challenges, and develop a plan. The more prepared we are, the better we can react to the changing needs of the organization. And the better we can be at delivering value.

How To Calculate Return on Investment

Return on investment is an important business calculation. It can help organizations make good decisions and it can help organizations measure the results of decisions they’ve made. But the value in ROI isn’t in just calculating the number. It’s in making sure you calculate the number completely. Using the right information. Because that allows the organization to gain the proper insights.

How to Evaluate Your Employee Value Proposition

Regardless of what your organization is doing right now from a recruiting perspective, the organization’s employment brand is important. Which means the employee value proposition is important. Now could be a perfect time to see how your EVP looks in a quadrant model. Ensure you have a balanced offering of components that will be attractive to candidates in the short-term and to career-focused employees in the long-term. 

Organizations: Please Stop Ranking Candidates and Employees

Ranking candidates and employees is a form of bias called contrast bias. It’s when we’re comparing people to each other versus what we should be comparing them to – which is the company standard. There’s a reason that ranking fell out of favor decades ago. It doesn’t help organizations attract, engage, and retain the best talent. In fact, organizations could just be making talent decisions using the wrong information.

Goal Setting Today Can Be Fun

Now has always been the time of year when I start thinking about my goals for the year ahead. Yes, I start early. It takes time to weigh the options and to figure out the time and resource commitment. When I can add a little fun into the process, that’s great! Especially because I work remotely. In an office environment, the company might have fun signs or something talking about progress toward goals. When you’re not in the office every day, you might need something that helps you encourage yourself.

Problem Solving Can Be a Proactive Exercise

How many times have you been on the receiving end of a situation and said to yourself, “This problem didn’t happen five minutes ago. They’ve known for a while and just got around to telling us.”? Time to employ some proactive problem-solving techniques to better deal with the situation.

Force Field Analysis: What Is It and Why Use It

Decision making is an important skill. When we make bad decisions, they could weigh on us for a long time. Having good decision-making tools can help us ask the right questions so we make the best decisions possible.

While there are some very positive business indicators right now, organizations are going to continue their focus on profits and market share. They will be regularly evaluating their progress toward goals and wanting solutions to their challenges. Not only will the organization need to have good processes in place, but managers will need the same tools to ensure their aspect of the operation is running as effectively and efficiently as possible. Oh, and employees will need the same tools to maintain a high level of performance.

Image captured by Sharlyn Lauby after speaking at the SHRM Annual Conference in Orlando, FL

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HR: Expect More Employment Law Changes in 2024 https://www.hrbartender.com/2024/strategy-planning/employee-experience-employment-law/?utm_source=rss&utm_medium=rss&utm_campaign=employee-experience-employment-law https://www.hrbartender.com/2024/strategy-planning/employee-experience-employment-law/#respond Thu, 11 Jan 2024 09:57:00 +0000 https://www.hrbartender.com/?p=19468 Stay ahead of employment law compliance. Learn how to keep up with labor law poster changes & union organizing activity.

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wall art about employment law strategy saying do not crack under pressure

Estimated reading time: 4 minutes

Organizations are seeing increased activity in the area of employment law these days. In 2023, we talked about several labor law poster changes. As well as an increase in union organizing activity. That doesn’t include all the typical compliance matters like anti-harassment training and compensation administration (just to name a few). 

It’s important for organizations to maintain compliance. Not only does it help the organization reduce fines for non-compliance but it’s just the right thing to do. And don’t forget the positive impact on the employee experience.

Here are a few articles we published in 2023 as a reminder of the compliance matters organizations should be paying attention to. 

Employment Tax Processing: Just Because You Can Doesn’t Mean You Should

We all know that organizations are very focused on efficiency. Truth is, they always have been. But efficiency doesn’t always mean doing everything yourself. This is a great time to explore the options that are available in terms of filing employment taxes. Everyone wants the same thing – to pay our tax obligations on time and pay the right amount. The good news is we don’t have to (and shouldn’t) figure it out all by ourselves. 

Fair Labor Standards Act (FLSA) Labor Law Posters

Just in case you missed it, President Biden signed the Consolidated Appropriations Act of 2023 on December 29, 2022. The Act has several components including: Pregnant Workers Fairness Act (PWFA), telehealth benefits, Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, and Providing Urgent Maternal Protections for Nursing Mothers (PUMP) Act. With the PUMP Act, organizations need to update their federal labor law posters

How to Manage Employment Law Posters

In addition to placing your company at risk of legal fines and penalties, a real breakdown of trust can happen if an employee discovers that the organization isn’t maintaining employment compliance. An employee will start thinking, “If the company didn’t tell me about this, what else haven’t they told me?” Having a process in place for employees to receive the required employment law notices tells employees that the organization cares about doing the right thing. 

Employees Are Unable to Identify Sexual Harassment

According to a study from Cornell that showed seven scenarios to workers in industries with high rates of complaints, only 6% were able to correctly identify the seven situations as sexual harassment. Organizations should have a comprehensive compliance strategy that includes more than just an anti-harassment policy. They should have a communications plan in place, so employees know what to do when they have questions and concerns. And they should give employees training so there is no question about what appropriate behaviors are and what to do if they see something that should be reported. 

How to Learn More About Labor Relations

When it comes to labor relations, one of the first things that individuals need to know is what legislation governs your industry. For instance, many organizations are governed by the National Labor Relations Act (NLRA). But some industries – like transportation – are governed by the Railway Labor Act. And if you’re in the public sector, the rules are different as well. So, understanding the rules is step one. 

Being Proactive is Key When it Comes to Employment Law Compliance

Being able to take a more proactive approach to compliance can reduce any liability (i.e., fines and penalties) for non-compliance. And it shows everyone that the organization places an emphasis on following the law. 

If you’re looking for some resources to stay current when it comes to employment laws, specifically on the topic of pay transparency, attorney Kate Bischoff recently partnered with our friends at UKG on a white paper titled “2024 Employment Law Forecast”. It has great information to review as you’re putting your compliance strategy together. It could also be helpful to distribute this around the office so the operation keeps it top of mind as well. 

But it got me thinking. Wouldn’t it be great if we had a way to know about labor law changes sooner? The faster organizations become aware of changes in legislation, the faster they can put a compliance plan in place. Well don’t forget that our friends at HRdirect have introduced a new Employment Law Alert Service. This is an annual subscription service that will keep your organization informed of recent employment law changes on a federal, state, county, and city level. 

Compliance is always going to be a part of human resources. And that’s okay. The goal is to stay informed of employment laws, communicate changes, and maintain compliance. There’s no rule that says we have to do these things all by ourselves. We can partner with trusted sources to make our compliance strategy more effective and efficient.

Image captured by Sharlyn Lauby after speaking at the Flora Icelandic HR Management Conference in Reykjavik, Iceland

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Employee Learning Improves the Bottom Line – hr bartender https://www.hrbartender.com/2024/training/roi-employee-learning/?utm_source=rss&utm_medium=rss&utm_campaign=roi-employee-learning https://www.hrbartender.com/2024/training/roi-employee-learning/#respond Tue, 09 Jan 2024 09:57:00 +0000 https://www.hrbartender.com/?p=19464 Invest in employee learning to get over 100% ROI. Transform training into part of the culture for higher income & improved profit margins.

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presentation slide image energize learners to improve employee learning

Estimated reading time: 4 minutes

I ran across a statistic recently that – while it’s a bit dated – speaks volumes about the value of employee training programs. According to a study from the Association for Talent Development (ATD), organizations that make investments into learning and development realize 218% higher income per employee and 24% higher profit margins. Those are pretty significant numbers. And even if they dropped a little over time, they’re still significant. Getting 100%+ return on investment (ROI) is noteworthy. 

But this means that organizations need to do more than just implement one or two training programs. Training has to become part of the culture. Let me rephrase that … learning must become part of the culture

UKG HR and Payroll eSymposium

I know sometimes the phrase “lifelong learning” gets pushback but there is truth in it. I’m reminded of the Peter Senge’s book “The Fifth Discipline” and how organizations can improve performance when they become learning organizations, meaning that they regularly learn from the successes and not-so-successful moments. 

Employee Training Is an Essential Business Activity

Basic employee training – the kind of training that employees need to do their jobs – isn’t a luxury item. If you cut it from the budget, you’ll pay for it somewhere else. If employees don’t feel that the company supports them by providing the training and tools to do the job, they will go somewhere else. Basic employee training isn’t a carrot to dangle in front of someone and say, “I’ll tell you how to do your job if you promise to stay.”

Managers Should Encourage Employee Development

It can be very tempting for organizations to say that “we can’t afford employee development right now” or “if we develop people, they will take jobs with our competition”. Companies that don’t develop their employees will lose those employees because they’re not demonstrating support for an employee’s career. No one is going to stay with a company that says, “We like you. We just don’t want you to be marketable.”  

Teach Employees How to Unlearn

Organizations often tell employees “Effective tomorrow, here’s the new procedure.” and not give anyone a chance to unlearn the old procedure. Not only does unlearning create buy-in for the change but it gives employees a chance to practice, which can improve their overall performance. And isn’t that what organizations want – good employee performance? Because good performance = good bottom-line.

Let Employees Learn by Breaking Things at Work

Speaking of learning new things, organizations and individuals need to find ways to be curious. There’s an old saying that the most dangerous six words in business are “We’ve always done it that way.” It’s true. If we want to continue delivering value, we need to be willing to “break things” occasionally. 

Team Building and Team Development Are Not the Same Thing

There are advantages and disadvantages to working in teams. In my experience, the number one reason from employees that they either love or hate teamwork is the team dynamic. Set employees up for success by giving them the tools and training.

3 Steps for Employees to Identify Their Own Learning Needs

It makes good business sense for organizations to give employees the methodology and tools to manage their own learning during orientation or onboarding. Employees start their jobs with a clear understanding of their role and expectations with goal setting, one-on-one meetings, and performance management. Meanwhile, managers can spend their time coaching employees to use the process well. 

As we move into the new year, there will be a lot of pressure to perform at a high level – both for organizations and for individuals. The best way to accomplish that is through learning. Organizations that make learning a part of their culture and the way they do things, will see positive results.

Image captured by Sharlyn Lauby at the Association for Talent Development Conference in Orlando, FL

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77% of Companies Struggle to Fill Jobs so Start with a Solid Recruiting Strategy https://www.hrbartender.com/2024/recruiting/ultimate-guide-recruiting-strategy/?utm_source=rss&utm_medium=rss&utm_campaign=ultimate-guide-recruiting-strategy https://www.hrbartender.com/2024/recruiting/ultimate-guide-recruiting-strategy/#respond Tue, 02 Jan 2024 09:57:00 +0000 https://www.hrbartender.com/?p=19452 Get ahead of the trends and recruit top talent with a successful recruiting strategy! The ultimate guide to the best recruitment strategy.

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whiteboard drawing of recruiting strategy showing curiosity and ask the right questions

Estimated reading time: 5 minutes

It might sound like we have this conversation every year, but recruiting is going to be tough in 2024. In fact, for some employers, it might already be a significant challenge. I saw an article on LinkedIn saying that 77% of companies said they struggled to fill open jobs in 2023.

The same article mentioned that 53% of employees are likely to leave their current employer in the upcoming year. It reminded me of a new term that’s making the news called “job cuffing”. Like the term “ghosting”, job cuffing originated in dating and relationships. The idea behind cuffing is that you have someone to hang out with during the winter months when there are lots of festive events and parties. Because you don’t want to go to those events solo. Then after the New Year … the relationship will be over.

Now the concept of job cuffing is making its way to the workplace. You hang out with your current employer until the holidays pass and then it’s time to find a new opportunity.

Even if organizations don’t believe they’re subject to job cuffing, they should recognize that turnover happens. People find new jobs, retire, or opt to stay home and care for family. Bottom line, recruiting will continue to be a challenge. 

I wanted to share with you some of the recruiting related articles we published during the year, because I think they reflect things we need to review and consider in our recruiting strategy. The articles are organized by topics to consider before, during, and after the interview. 

BEFORE THE INTERVIEW

How to Conduct a Job Analysis – A job analysis is about figuring out how the work is getting done in the organization and determine if it is assigned to the right job title. Organizations can take the information and possibly shift some responsibilities for greater effectiveness and efficiency.

The 4 Key Elements of An Effective Recruiting Strategy – The workforce is changing. HR and talent acquisition professionals need to be prepared for a strategic response.

4 Reasons for Organizations to Consider Second Chance Employment – A growing number of organizations are developing second chance employment programs. Because it’s the right thing to do. And it makes good business sense. When you can do both, it’s a win for all.  

The Pros and Cons of Using Ghost Jobs in Your Recruiting Strategy – Organizations need to examine the rewards and risks to determine whether a ghost job strategy really works for them. The question becomes are they effective? They might have been at one point in time. Then, the question is are they still effective today? And do the rewards outweigh the potential downsides? That I’m not so sure about.

DURING THE INTERVIEW

Cover Letters Need a Purpose to Be Useful  – This article isn’t designed to sell anyone on writing (or not writing) cover letters. if you’re a candidate using cover letters then make them good ones. Don’t just rehash your resume in a letter format. And if you’re a recruiter evaluating a candidate based on their cover letter, have solid criteria for doing so. 

Use CARL as a Behavioral Interview Alternative to the STAR Method – Regardless of what’s happening in the labor market, organizations will need to find and hire the best employees. That requires a solid recruiting strategy and asking good interview questions. You can use STAR and CARL to design interview questions that will allow the candidate to showcase their experiences. 

Make Interview Questions Relevant to the Job – The purpose of today’s article isn’t to say don’t get to know the people you work with. Because work is better when we have positive working relationships with the people around us. But maybe we need to become more cognizant of how we go about building those work relationships. 

AFTER THE INTERVIEW

Non-compete Agreements Should Not Be a Retention Strategy – The U.S. Federal Trade Commission (FTC) has recently introduced a proposal to ban non-compete agreements. It’s still in the proposal stage, so there haven’t been any final rulings, but this has huge potential for the workplace. If you’d like to read what’s in the proposal, check out the Fact Sheet on the FTC website

E-Verify: What Organizations Need to Know – If the company hasn’t adopted E-Verify as part of a good recruiting strategy, now is the time to have a conversation. Services like E-Verify are designed to protect employers and employees. Employers know that they’re hiring someone who is authorized to work. And employees know that the organization is following the law by hiring individuals who are authorized to work. 

Workplace Inclusion: Organizations Must Choose to Take Action – According to a LinkedIn study, 76% of candidates and employees say that diversity is important when considering job offers and 80% said that they want to work for an organization that values DE&I (diversity, equity, and inclusion). There are also several studies that show how companies that place an emphasis on DE&I outperform their competition. However, these outcomes are predicated on organizations not simply talking about diversity, equity, and inclusion but also doing something about it.

Organizations: Your Social and Political Views are Part of Your Brand – As we’re starting to talk about the 2024 U.S. election cycle, this could be a good time for the organization to have an intentional conversation about their views. Because the organization’s social and political views are a part of their brand. Even if the company’s view is “We’re not going to comment on social and political matters.”, that becomes part of your brand. Because in today’s business environment, “no comment” is not a neutral statement. 

In my work experience, I found that when the recruiting process wasn’t optimized, it became the target of the organization’s problems. Meaning that when recruiting is broken, hiring managers will use that as the excuse for not getting things done. 

“We don’t have enough employees.” 

“We don’t have enough qualified applicants.”

“HR isn’t getting us candidates in time.”

…and the list goes on. 

We don’t want to be in that position. The organization doesn’t want to be in that position. Now is a great time to review your recruiting strategy and make sure it can deliver. 

Image captured by Sharlyn Lauby at the SHRM Annual Conference in Orlando, FL

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HR Professionals Need to Enter the Artificial Intelligence Conversation https://www.hrbartender.com/2023/technology-and-social-media/hr-need-enter-artificial-intelligence-conversation/?utm_source=rss&utm_medium=rss&utm_campaign=hr-need-enter-artificial-intelligence-conversation https://www.hrbartender.com/2023/technology-and-social-media/hr-need-enter-artificial-intelligence-conversation/#respond Tue, 26 Dec 2023 09:57:00 +0000 https://www.hrbartender.com/?p=19446 Artificial intelligence is different - HR can't wait for this new tech to be perfected. The time to shape AI for work is now.

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HRTech graphic related to artificial intelligence

Estimated reading time: 4 minutes

I learned a new term recently – p(doom). It stands for the “probability of doom” when it comes to artificial intelligence (AI) and a doomsday scenario. P(doom) is a scale that runs from 0 to 100. The higher you score yourself, the more convinced you are that AI is going to wipe out civilization. 

I first read about p(doom) in The New York Times newsletter DealBook where it reported that sharing your p(doom) score is becoming more mainstream and some people are even making it a part of their introduction. “Hi! I’m Sharlyn Lauby, author of HR Bartender. And my p(doom) score is XX.”

Personally, I don’t have a p(doom) score at this point. But it did make me realize that I need to think about it. Not because I need a p(doom) score to share with everyone. But because – as a HR pro – I can’t influence artificial intelligence if I don’t become part of the conversation.

Organizations are talking about AI regularly and HR technology companies are adding AI components to their products. Translation: The technology conversation right now is all about AI. HR professionals cannot wait to enter this conversation. They need to be a part of shaping outcomes. Because artificial intelligence can play a prominent role in talent strategies.

Artificial Intelligence and the Candidate Experience

Organizations have to think about the candidate experience and how people perceive technologies like artificial intelligence. If applicants are suspect of the organization’s talent acquisition process, they could be reluctant to apply. And that has a negative impact on the company’s goal to hire the best employees. 

Artificial Intelligence Can Empower Your Employees

Artificial Intelligence isn’t going away, in fact, I think we will continue to have more conversations about its capabilities. There are benefits to organizations and individuals in reducing administrative work. But organizations should put some dedicated thought and planning into the role that AI will play in their operation. 


UKG HR and Payroll eSymposium

If human resources departments want to use artificial intelligence to attract, hire, engage, and retain talent, then they need to ensure that AI is a part of the organization’s technology strategies. 

Organizations Need to Have a Comprehensive Technology Strategy

Today’s technologies are an important part of doing business. And because technology is such a huge component of our personal and professional lives, we need to make sure everyone knows how to properly use it. It starts with understanding the organization’s technology strategy.

Organizations Need an Artificial Intelligence Strategy

An increasing number of candidates and employees are coming to expect modern technology in their work experience. Old technology can be an obstacle to productivity, talent management, and recruiting. Organizations don’t have to be early adopters of every new technology, but they should understand the trends and strategize about what it means for their operation. 


Once organizations have a solid technology strategy in place, that includes new tools like artificial intelligence, then it’s time to think about how it will be implemented throughout the organization. User adoption is key, and employees will need education to embrace AI.

5 Steps to Become an Effective Adopter

Individuals and organizations need to figure out how to become “effective adopters”. Not everyone has to be an early adopter, but you certainly don’t want to be so late to the party that you can’t catch up. 

How to Find the Right Artificial Intelligence Tool for HR

While we’ve been talking about artificial intelligence for a while, it’s still a new tool. But we’re getting to the point where the talk is turning into reality. That’s really exciting. But we need to prepare for it. 

Technologies evolve over time and artificial intelligence will be no exception. But for organizations and HR departments that have been on the sidelines wondering when to join in the conversation … I think that time is now. You will want to have a say in how this technology evolves. Because that benefits your business and your employees.

Image captured by Sharlyn Lauby at the HR Technology Conference in Las Vegas, NV

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Work On Your Personal Brand In 2024 https://www.hrbartender.com/2023/career-development/building-personal-brand-authenticity/?utm_source=rss&utm_medium=rss&utm_campaign=building-personal-brand-authenticity https://www.hrbartender.com/2023/career-development/building-personal-brand-authenticity/#respond Tue, 19 Dec 2023 09:57:00 +0000 https://www.hrbartender.com/?p=19436 Learn how to use self reflection to unlock your unapologetic personal brand and professional authenticity with tips from Roxanne Gay.

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personal brand represented as fuzzy keychain spelling you

Estimated reading time: 4 minutes

I mentioned a few months ago that I received a trial membership to MasterClass as part of changing my cellular phone plan. During the trial, I was able to listen to Neil Gaiman, Malala Yousafzai, Neil deGrasse Tyson, RuPaul, Bill Nye, and Dr. Terence Tao. And while I didn’t plan it this way, the last session I listened to about determining a personal brand really brought them all together. 

Roxanne Gay is a writer and podcaster. She is the author of the bestseller “Bad Feminist” and an opinion writer for The New York Times. She is also the author of “World of Wakanda” for Marvel. While Roxanne’s MasterClass was focused on writing for social change, what I walked away with was more about being your unapologetically authentic self in both your personal and professional lives. 

It reminded me of an interview I did a long time ago with Amanda Hite and Dan Schawbel about personal branding. We all have a brand, and we need to be comfortable with it. And if we’re not, it could be valuable to do some self-reflection. Roxanne Gay’s MasterClass talked about six areas that might be helpful to consider as part of a self-reflection exercise.

Make appointments with yourself for the things that matter. I wanted to share this takeaway first because I think it sets the stage for the others. You can call it self-care or me time or whatever. It’s okay to block time off on your calendar for you. Because you are worth it. Identify what’s important to you and make time for it. 

Have a personal code of ethicsIn season three of The HR Bartender Show, we talked about ethics mostly in the context of organizational ethics. It’s a good reminder that our personal ethics are important. Many people use the New Year as an opportunity for self-reflection. Maybe it makes sense to add time to think about personal ethics and how it relates to your organization’s ethical standard and personal brand. 

Read and listen to diverse sources. This kinda relates to the first two takeaways. One of the activities that can help us identify what matters is reading and listening to a diverse selection of people. Please note: I did not say that you have to believe or embrace every word they say. I must admit that sometimes the people who frustrate me the most are often ones that help me learn something. There is value in leaving the echo chamber

Learn how to research. The definition of research is “the creative and systematic work undertaken to increase the stock of knowledge”. It builds on the last takeaway about diverse sources. When I read and listen to things, I often do research to confirm that they are true. Several of the MasterClass sessions I’ve listen to mentioned misinformation and disinformation. We need to learn how to research and identify knowledgeable sources to figure out the truth. 

Find your processOne of my most popular training programs is related to the concept of self-management. In the session, we talk about identifying what makes you productive. If you haven’t asked yourself the question lately, I’d suggest you ask “What makes me my most productive self?” Conversely, also ask, “What makes me my least productive self?” Be prepared to discuss this with your manager and maybe even your family. 

Support your community when you can. I would like to add to this takeaway “with what you can”. It’s not always possible to support our community all the time. Sometimes other things must take priority. But when you can show support for your community – do it. And do it a level that you’re comfortable and capable of.  

Roxanne Gay’s MasterClass was a great reminder that one of the keys to our success is self-awareness. If we want to change or improve an area of our lives, it starts with evaluating where we are right now and where we’d like to be in the future. The world we live in is full of information. Sometimes conflicting information. Knowing ourselves and what we stand for becomes essential in figuring out our personal brand.

Image captured by Sharlyn Lauby after speaking at the SHRM Annual Conference in Las Vegas, NV

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Artificial Intelligence: What HR Pros Can Do to Prepare For the Future https://www.hrbartender.com/2023/technology-and-social-media/artificial-intelligence-hr-prepare-future/?utm_source=rss&utm_medium=rss&utm_campaign=artificial-intelligence-hr-prepare-future Tue, 12 Dec 2023 09:57:00 +0000 https://www.hrbartender.com/?p=19422 Discover why HR professionals should include Artificial Intelligence in their HR strategies with insights from Carrie Cherveny, Senior Vice President of Strategic Solutions at HUB International.

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graphic AI Employee Bill of Rights on artificial intelligence from HUB

Estimated reading time: 8 minutes

Not a day goes by without some news about artificial intelligence (AI). The latest being the ouster – and return – of OpenAI CEO Sam Altman. The world of AI is exciting, dynamic, and full of potential. Just like human resources. Artificial intelligence is changing our jobs and the HR function. 

Regardless of where you and your organization are regarding AI adoption, it’s important to stay on top of the latest developments. That’s why I asked my friend Carrie Cherveny, chief compliance officer and senior vice president of strategic solutions at HUB International to share her insights with us today. In her role, Carrie works with clients to develop strategies that ensure compliance and risk mitigation when it comes to benefits and employment practices.

Carrie, thanks for being here. Why should human resources professionals embrace artificial intelligence (AI)?

[Cherveny] AI can be used to automate many of the more arduous or mundane processes. That will free up HR to have more meaningful and impactful employee interactions. Let’s replace the hours of work that don’t move the needle with hours of work that can truly improve employee retention and workplace culture.  

  • Automate mundane and repetitive tasks
  • Data reporting and analysis – dashboards and data summaries – in today’s data driven environment, pivot tables and Excel tools may fall short. Use AI to pare down large volumes of data, such as executive reports and dashboards.
  • Build visually pleasing presentations 
  • Conduct research – using AI as part of a multi-pronged research project can improve efficiency and reduce research time – however, remember that you should always validate any of your Artificial Intelligence research results (see cautionary tale here).
  • Respond to simple employee inquiries – AI can be a great tool to get you started, whether drafting a response to an employee inquiry or composing a speech or a presentation.  

As part of our interview, I asked ChatGPT “How can AI help human resources professionals do their jobs?”. Here are some excerpts from its answer: 

Recruitment and Talent Acquisition:

  • Resume Screening: AI can automate the initial screening of resumes, saving time and ensuring a more objective process.
  • Candidate Matching: AI algorithms can analyze candidate profiles and match them to job requirements, improving the accuracy of shortlisting.
  • Chatbots for Initial Interaction: AI-powered chatbots can engage with candidates, answer FAQs, and collect basic information, streamlining the initial stages of the recruitment process.

Employee Engagement:

  • Pulse Surveys and Feedback Analysis: AI tools can analyze employee feedback from surveys, performance reviews, and other sources to provide insights into engagement levels and areas for improvement.
  • Personalized Learning and Development: AI can recommend personalized training and development plans based on employees’ skills, performance, and career goals.

Employee Relations:

  • Chatbots for HR Support: AI-powered chatbots can handle routine HR queries, allowing HR professionals to focus on more complex and strategic issues.
  • Sentiment Analysis: AI can analyze communication channels to gauge employee sentiment, helping HR address potential issues before they escalate.

It’s important to note that while AI can greatly enhance HR processes, it should be used as a tool to support human decision-making rather than replacing human judgment entirely. Additionally, ethical considerations, transparency, and data privacy should be prioritized when implementing AI in HR.

Artificial Intelligence can be useful and helpful, when used appropriately. 

Should HR pros be concerned about AI replacing them? Why or why not?

Carrie Cherveny, Carrie B Cherveny, attorney, lawyer, HUB International Southeast, HR careers, legal professional, compensation, FLSA, COVID-19, AI

[Cherveny] AI can never replace our critical and dynamic thinking, professional judgment, and consulting acumen. However, AI is here to stay. HR should embrace its functionality while still monitoring and modifying any outputs generated by technology. While it may enhance efficiency and productivity, it will never replace the important service HR provides their organizations. 

Maintaining a balance between leveraging technology and maintaining human connections is key to delivering exceptional employee relations experiences. In fact, the U.S. Department of Labor (USDOL) is likewise concerned about displaced workers as a result of AI. In its Executive Order, the White House has instructed the USDOL to develop a plan for how federal agencies can prevent unnecessary job elimination or displacement and assist workers whose jobs are eliminated or disrupted by AI.

Moreover, many of our federal laws implicitly require the involvement of people. For example, AI can never replace the interactive process required under the Americans with Disabilities Act (ADA). Human resource pros must engage in a collaborative and interactive conversation with an employee seeking a workplace accommodation. HR pros must assess the employee’s position and his/her medical limitations to identify a reasonable accommodation (if any). Likewise, Artificial Intelligence cannot replace a human being when interviewing a candidate that may have a speech impediment or accent that may skew an AI-based interview. Keeping the ‘human’ in HR is essential.

The Equal Employment Opportunity Commission (EEOC) has provided robust guidance along with examples of the role HR must continue to play in the employment relationship. For example, a prospective employer may utilize an AI based applicant screening program in a gaming environment – an otherwise qualified applicant whose generation is not familiar with this environment may perform poorly. The prospective employer should have a checks and balance or audit system in place to ensure that the otherwise qualified candidates were not screened out by the AI because they performed poorly based on their age (i.e. disparate impact and age discrimination). 

AI should never go unchecked. Individuals utilizing AI must consistently perform oversight, review, and audit AI output. Individuals must ensure that the AI output is accurate, reliable, and nondiscriminatory. Embracing AI also requires continuous training, education, and upskilling. As HR pros we should invest in developing our understanding of AI technologies, their applications, and their impact on our field. This enables us to leverage AI effectively, adapt to emerging trends, and remain competitive in the evolving consulting landscape.

HR should always be transparent when using AI. It’s important to be sure that the HR ‘customer’ (whether employee or job applicant) knows when AI technology is being used and how to get to a live human. For example, if a candidate requires an accommodation for an interview, they should have ready access to a member of HR to request that accommodation. 

Interestingly even the ChatGPT answer warns that HR should not rely solely on the AI results and must be sure to check and balance the results. It also likewise warns that HR should be transparent when using AI. 

You mentioned the relationship between HR, compliance, and Artificial Intelligence. Do you see AI becoming “regulated”, meaning that HR pros will need to ensure that organizations are compliant using AI? And if so, what aspects of HR might be subject to AI compliance?

[Cherveny] The government involvement has begun! For example, the White House has issued the “Blueprint for AI Bill of Rights” (see graphic above).

The White House has also recently issued an executive order requiring government agencies to address the limitations and controls around the use of AI. The executive order creates new government offices and task forces, requiring each federal agency to appoint a Chief AI Officer and help staff a new White House AI Council. The federal government is especially concerned about AI infringing on workers’ rights and discrimination. Likewise, data and cyber security are important considerations when it comes to AI. The government is especially concerned about the nature of the data loaded into an AI platform and the cyber and data security in place to protect that information. HR should be prepared to include these questions in any technology due diligence it performs. 

Each federal agency charged with overseeing employer-employee relationships has issued various forms of guidance and caution regarding the use of AI in the workplace: 

Last question. For organizations that are still new to using AI, where’s a good place for them to start? 

[Cherveny] For organizations interested in implementing AI technology in human resources it first becomes important to understand the guardrails. Becoming familiar and well versed in the federal agency guidance is your first order of business. Understanding where, when, and under what circumstances AI may be appropriate, and more importantly, inappropriate, is an imperative initial measure to take. 

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From there, HR pros should learn the technology landscape. Becoming acquainted with the AI and technology capabilities of HRIS and other relates systems is essential to understanding how AI may be helpful in their organization. Understanding the technology capabilities will help HR pros better understand how they can automate some of their most mundane and rudimentary tasks. 

Once HR has chosen their AI technology programs, they must set up a checks and balance or audit system. For example, validating the candidate screening results of a chatbot AI initial interview. HR should be sure that the AI recommended candidates are in fact, the most qualified of the applicants. For example, did the AI filter out candidates who had language or grammar issues because English is a second language, and those skills are not essential for the position? 

As always, a want to extend a huge thanks to Carrie for sharing her knowledge with us. If you want to learn more about the connection between HR and AI, check out HUB’s recent webinar on “Humanizing HR in the Age of AI”.  

Carrie is spot on when she says, “AI is here to stay.” As HR professionals, we need to learn about AI’s capabilities, both from a standpoint of where it can enhance and bring value to our work as well as those actions that might detract from our goals. That’s why staying on top of what’s happening is so important. Because we need to prepare for a future that includes artificial intelligence. And that means we need to have an opinion about it. 

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