Whether you provide consulting, financial, legal, technical, administrative, or other specialized services, your ability to serve clients is directly connected to the employee experience. You depend on your people. Can they depend on you? 

As professional service firms grow, employee information often becomes scattered across email inboxes, shared drives, spreadsheets, and disconnected software platforms. Important documents are difficult to locate, onboarding becomes inconsistent, and managers spend more time administering processes than actually helping their employees.

The HR Tree gathers up all of these separate systems, combines, and streamlines them so you can manage your employee lifecycle in one place—from onboarding through performance management and compensation planning.

Create a Consistent Onboarding Experience

A new employee’s experience often begins before the first day of work. You're doing your best, but without an onboarding system, delayed paperwork, unclear instructions, and missing documents can create a poor first impression.

Our onboarding tools allow organizations to electronically collect employee information and automatically distribute required documents. Depending on the company’s needs, this may include:

• Employment agreements
• Noncompete or nonsolicitation agreements
• Confidentiality agreements
• Data security policies
• Employee handbooks
• Company-specific forms and acknowledgments

Your new employees can complete their assigned tasks electronically, while administrators can monitor progress and identify missing items without repeatedly following up through email.  A good first impression at onboarding leads to a good first day of work.

Protect Company and Client Information

Your clients and employees trust you to manage their sensitive company, employee, financial, and client information. It's vital that you clearly document expectations regarding confidentiality, data security, and acceptable technology use.

The HR Tree helps companies distribute policies, collect electronic acknowledgments, and maintain accessible records showing when documents were provided and completed. You and your clients can rest easy knowing their sensitive information is being handled correctly.

Develop Employees Through Learning & Safety Management

You're invested in the success and growth of your employees, but especially as you grow, making tangible steps towards that goal can become difficult. Ongoing training is essential for maintaining professional standards and developing future leaders.

Our learning management tools assign courses, distribute training materials, track completion, and maintain training records. You can grow and support your team by using these capabilities for compliance training, internal procedures, professional development, leadership education, or role-specific instruction.

Streamline Expense Reporting

Are you still using paper receipts? Submitting expenses with email chains and physical copies should be a thing of the past.

The HR Tree can provide an easier process for employees to submit expenses - no paper needed. Your managers can review and approve submissions through an established workflow, creating a more organized process for both the employee and the accounting team.

Improve Performance and Compensation Decisions

Performance reviews are most valuable when they are consistent, timely, and connected to meaningful business goals.

We can take a confusing, ill-defined review process and provide tools to help your professional service company build structured performance evaluation processes, document feedback, and maintain employee performance records. Compensation analysis tools can also help leadership review pay information and make more informed decisions about raises, promotions, and compensation strategy.

Give Employees One Simple Experience

Employees should not need to learn several different platforms to complete basic workplace tasks.

The HR Tree brings onboarding, documents, training, expenses, performance management, compensation information, and other employee tools into one convenient system. This creates a more consistent experience for employees and gives management better visibility across the organization.

When administrative processes are easier to manage, professional service companies can devote more time to their employees, their clients, and the work that drives growth. Let's get in touch to help your team start growing today.