Employee Engagement
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The state of employee experience, from here on out

Published on 
March 14, 2022

DATA REPORT

What the trends of the last two years can tell us about the current state of employee experience and the future of how leaders and companies can shape it.

But first, what is employee experience (EX)?

Employee experience is any interaction with the company that shapes your experience, from how you interact with your manager and team, to your health and well-being, to working via digital technology.

EX is not a process or a project but a cross-functional strategy that needs to be embraced by the C-suite and recognized on the employee level. It encompasses employee experience strategies, practices, processes, systems, services, and technologies.

It’s broader than employee engagement and includes retention, health, productivity, leadership, and trust.

I want the full report

Executive summary

(This is a shortened version of The State of Employee Experience. Download the complete report for all the data and insights.)

Officevibe’s employee experience platform captures employee feedback from over 440 000 employees every week. With this data, we have the privilege of knowing what employees from 72 countries worldwide feel, need from, and think of their day-to-day experience at work — and this gives unique insights into how both EX is doing today and how employee expectations are shifting for our future.

It is an honor to have this inside view, and with that comes the important responsibility to respect user anonymity which we to in the highest standards. We also feel it is our responsibility to use these insights wisely by guiding leaders of today and tomorrow to adapt to this ever-changing work reality.

With this in mind, our in-house team of expert researchers pored over findings of the last two years to trace what employee experience looks like today and lessons for the future.

Three central themes emerged:

  • Concerns around retention and turnover
  • Navigating the evolving world of distributed work
  • Workplace well-being and balance

The State of Employee Experience, From Here on Out explores how people, teams, leaders, and entire organizations can reset for resilience, lead with empathy, and prepare for the new realities of business.

Context from an employee experience expert

One thing’s for sure, times have changed.

If this reads to you like an overstatement, I think you’re right. I chose to open with this line; it’s to remind us – yet again – of the enormous impact the pandemic has had on all aspects of our lives and our world altogether. Since March 2020 propelled us to our home offices, we’ve had to continuously adapt our ways of communicating, collaborating, and, well, just being.

If you’re like me, the last two years have felt like one huge roller-coaster ride. And we’re not alone: a considerable body of research has been published over this time covering anything and everything about the impacts of the shift to remote work and our new ways of working. Engagement, well-being, mental health, productivity–to only name a few–have had their fair share of ups and downs.

Curiosity is embedded into Officevibe’s DNA. We aspire to be the go-to employee experience platform for distributed teams, and we do our research. So we wanted to hear for ourselves what team members, managers, and organizational leaders had to say about the shift to remote work and about this new era we were diving into. We also wanted to identify key problems that need to be solved, and we wanted their perspective on what the future holds.

Many interesting findings came from our research, including the overwhelming number of research conclusions that boil down to one thing: connections, bonds, and relationships between people.

We’re craving for connection, comfort, and reassurance that it’s all going to be OK. What’s more, with the massive shift to remote work, something happened: work became more human and more personal. As we stepped into each other’s personal spaces, having people to turn and talk to became our only way to manage it all. In the end, it was the human connection that made the shift and adaptation possible. Still today, human connection is what many are craving most for.

Today, due to this shift, we see priorities, expectations, and needs changing. As one of our research participants put it:

Your day is not your workday; your day is your life – and you work in your life.

With that, it’s no surprise that organizations worldwide are investing time, money, and energy into employee experience. Never has the battle for talent been so intense. As Josh Bersin, global HR industry analyst, puts it, becoming an irresistible organization is now more important than ever to attract newcomers and retain your people. Carefully crafting work experiences that feel human and tailored is what the future of EX will be all about. Gone are the days of one-size-fits-all.

In this report, we start to look at the data that backs all these key elements shaping modern-day employee experience. Instead of analyzing sales revenue, gross margins, or customer acquisition costs, our metrics account for those hard-to-measure yet essential business factors like employee happiness, well-being, relationships with manager, and ambassadorship (to name a few). In doing so, we can start to map out what a prosperous employee experience can look like for your organization and the actions needed to pave the way.  

Still uncertain about what the future holds, we continue to navigate this not-so-new reality as best we can. Although at times challenging and even overwhelming, what I find most beautiful about it is that we’re going through it together. Never have I seen the world of work become more human in so many ways. This gives me hope for what the future of work holds.

Here’s to a future of work that is and feels, first and foremost, more human.

Cheers!

Julie Jeannotte

HR Expert and Researcher at Officevibe

For the inquisitive bunch – A note on methodology

Each day, around 30,000 Officevibe users worldwide answer an engagement Pulse Survey. In 2021 alone, over 50 million Officevibe questions were answered across 20 different industries in 72 countries.

Officevibe’s Pulse Surveys pull from a bank of 122 questions. Each question is related to one of our 10 Key Metrics of Employee Engagement, then subdivided into 26 Sub-Metrics, selected to highlight the most critical themes within any given Metric. We partnered with Deloitte experts to test and confirm the scientific validity of our survey model against recognized and supported theories. All survey questions were analyzed and validated for content and wording. For this report, we looked at data from 2019 to 2021.

Read the full report: The State of Employee Experience

Topline insights

Key emerging workplace trends that encapsulate the current day state of the employee experience.

Employee expectations have changed

Changes in employee expectations mean employers must adjust and amplify their retention strategies to stay competitive in a fierce market.

  • 53% of respondents have searched for jobs in the last year.
  • 75% of employees who display low engagement levels or leave their jobs say that it’s due to their manager or leadership.
  • 40% of employees don’t have a development plan to improve their skills and drive their growth.

The distributed workforce is not one size fits all

The benefits of distributed work have been revealed, but so have new challenges.

  • 96% of respondents said they had a clear understanding of expectations throughout the transition to remote working.
  • By the end of 2021, more that ¼ employees still had concerns about returning to the office.
  • Flexibility is the new gem of remote work, but boundaries are still necessary.

Hustle culture is a thing of the past

Well-being and balance are paramount. Gone are the days of rise-and-grind and work becoming our purpose as people.

  • 47% of people say they regularly feel overwhelmed at work.
  • More than a quarter of employees report an unhealthy balance between their work and personal life.
  • 26% of respondents don’t feel like their organization really cares about their mental health.

The Great Resignation: Who’s leaving and why?

(This is a shortened version of The State of Employee Experience. Download the complete report for all the data and insights.)

We’ve all seen the record-high turnover and attrition rates of the last year. And this trend isn’t slowing down. What is sending employees seeking new opportunities, and how can employers build retention strategies for their next generation of workers?

The headlines read true: Employees are on the hunt for new work.

More than half of respondents have searched for jobs in the last year. And if offered a similar job at another organization, 36% said they would leave their current company. Further, 15% of employees don’t see themselves working at their company one year from now. However, our research has also found that the employees who are not engaged are the ones looking for greener pastures.

Read the full report: The State of Employee Experience

Get the report

Distributed work: Home is where the office is

(This is a shortened version of The State of Employee Experience. Download the complete report for all the data and insights.)

Many teams and organizations were launched into remote work with little warning when the global pandemic struck. And in the time since, many have discovered the benefits of distributed work and committed to this new structure. Alongside the benefits have come new challenges that leaders need to address to create the conditions for great work.

"What I’ve observed within our company and beyond is emerging recognition that one’s ‘employee experience’ and ‘life experience’ are one in the same. One size fits all programs built to enable office culture and enforce ‘work rules’ are a thing of the past. Embracing the blurred lines of distributed teams and remote work has shifted the ownership of the employee experience from corporate(HR) to individuals, managers, and their teams."

Stephanie LeBlanc

Senior Director, Customer Success, Coveo

Work-life balance synergy

(This is a shortened version of The State of Employee Experience. Download the complete report for all the data and insights.)

Employee burnout spiked during the pandemic and has remained an ongoing issue as the separation between work and life stays blurry. Even pre-pandemic, there was a shift away from hustle culture and ‘workism’ where our sense of life purpose relies too heavily on our work.

Despite upward trends over the last years in many of Officevibe’s employee engagement metrics, Wellness remains the lowest-ranking.

Only 70% of employees report a manageable stress level at work.

While 43% of respondents reported struggling more than usual in Q4 2020, the percentage dropped to 37% in the following quarter.

Around 1/4 of respondents talk about the flexibility offered by their organization when asked what their organization does right to help with stress management.

What your people are looking for

“The remote work-life balance allows me to complete my work in the hours and schedule that work best for my family and me. I’ve had the flexibility to pick up my kiddo quickly, go to appointments closer to home, make healthier lunch options while at home. This format is something that I value deeply and want to continue. Also, I can’t imagine adding in the commute time and extra gas expenses to and from the office daily now that I have experienced how much time and money I can preserve [working at home].”

Read the full report: The State of Employee Experience

Get the report

The ROI of exceptional EX

Putting into action

Three ways to take our insights and start applying them with your teams.

  • Start listening to connect and collaborate
    • Revisit your current communication practices (honestly) and be open to improving them—bonus points for involving your team in this activity.
    • Get to know your team better. It can be as simple as making more effort to take a few minutes at the start of the meeting for personal talk before getting into the work stuff.
    • Forge avenues for team members to interact and encourage peer feedback and sharing recognition. Explore ways of doing this at a distance and in person, when possible.
  • Promote personal growth and shared purpose
    • Ensure that each team member has a clear development plan in place.
    • Establish that everyone clearly understands how they can grow within your organization.  
    • Learn what your people value and seek ways to demonstrate and connect shared values of your own and those of the company.
  • Provide innovative, holistic well-being offerings
    • As you listen more, you learn what really sparks joy with your people. Here’s where the perks come in. They can be unique to your team and company. It’s often better when it is.
    • Killer benefits may be there, but are they being used? It’s becoming more common practice in the competitive talent market to offer draws like unlimited vacation time. But with this, we’re also noticing that employees still hesitate to take this type of time. Is it because their workload doubles when away? Do they have guilt around taking what they deserve? Create a safe place for open discussion to see if your work perks really work.
    • Adjust your offerings based on your findings.

Final thoughts

(This is a shortened version of The State of Employee Experience. Download the complete report for all the data and insights.)

Shaping the employee experience rather than improving it or building it will set your organization apart from others and help you achieve EX excellence

Employee experience has been long viewed as a process, a program, a project when in fact, it’s none of those things. To quote Josh Bersin, “winning the war for talent requires not just taking actions to optimize the employee experience but also placing people at the center of all decision-making.”

If you want to achieve this, emphasis must shift onto shaping employee experience. In contrast to an investment-focused approach, organizations that take the shaping approach focus on influencing how the employee experience feels for their employees, and not so much on what it is.

At the core, shaping EX simply means making your employees central to all your EX efforts. You don’t just collect information on their expectations, needs, and experience at key moments— you collaborate with them at every step of the journey to:

  • Identify and understand their expectations for their employee experience
  • Shape their day-to-day experience moments
  • Shape their memory of how their employee experience feels

Having your people play such an active role in shaping their EX will increase their level of engagement and loyalty to your organization. It’s a win-win situation: a perfect way to bridge the gap between employee concerns and employer expectations by enabling an ongoing dialogue and alignment between the organization and its employees.

Read the full report: The State of Employee Experience

What's in this article
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DATA REPORT

What the trends of the last two years can tell us about the current state of employee experience and the future of how leaders and companies can shape it.

But first, what is employee experience (EX)?

Employee experience is any interaction with the company that shapes your experience, from how you interact with your manager and team, to your health and well-being, to working via digital technology.

EX is not a process or a project but a cross-functional strategy that needs to be embraced by the C-suite and recognized on the employee level. It encompasses employee experience strategies, practices, processes, systems, services, and technologies.

It’s broader than employee engagement and includes retention, health, productivity, leadership, and trust.

I want the full report

Executive summary

(This is a shortened version of The State of Employee Experience. Download the complete report for all the data and insights.)

Officevibe’s employee experience platform captures employee feedback from over 440 000 employees every week. With this data, we have the privilege of knowing what employees from 72 countries worldwide feel, need from, and think of their day-to-day experience at work — and this gives unique insights into how both EX is doing today and how employee expectations are shifting for our future.

It is an honor to have this inside view, and with that comes the important responsibility to respect user anonymity which we to in the highest standards. We also feel it is our responsibility to use these insights wisely by guiding leaders of today and tomorrow to adapt to this ever-changing work reality.

With this in mind, our in-house team of expert researchers pored over findings of the last two years to trace what employee experience looks like today and lessons for the future.

Three central themes emerged:

  • Concerns around retention and turnover
  • Navigating the evolving world of distributed work
  • Workplace well-being and balance

The State of Employee Experience, From Here on Out explores how people, teams, leaders, and entire organizations can reset for resilience, lead with empathy, and prepare for the new realities of business.

Context from an employee experience expert

One thing’s for sure, times have changed.

If this reads to you like an overstatement, I think you’re right. I chose to open with this line; it’s to remind us – yet again – of the enormous impact the pandemic has had on all aspects of our lives and our world altogether. Since March 2020 propelled us to our home offices, we’ve had to continuously adapt our ways of communicating, collaborating, and, well, just being.

If you’re like me, the last two years have felt like one huge roller-coaster ride. And we’re not alone: a considerable body of research has been published over this time covering anything and everything about the impacts of the shift to remote work and our new ways of working. Engagement, well-being, mental health, productivity–to only name a few–have had their fair share of ups and downs.

Curiosity is embedded into Officevibe’s DNA. We aspire to be the go-to employee experience platform for distributed teams, and we do our research. So we wanted to hear for ourselves what team members, managers, and organizational leaders had to say about the shift to remote work and about this new era we were diving into. We also wanted to identify key problems that need to be solved, and we wanted their perspective on what the future holds.

Many interesting findings came from our research, including the overwhelming number of research conclusions that boil down to one thing: connections, bonds, and relationships between people.

We’re craving for connection, comfort, and reassurance that it’s all going to be OK. What’s more, with the massive shift to remote work, something happened: work became more human and more personal. As we stepped into each other’s personal spaces, having people to turn and talk to became our only way to manage it all. In the end, it was the human connection that made the shift and adaptation possible. Still today, human connection is what many are craving most for.

Today, due to this shift, we see priorities, expectations, and needs changing. As one of our research participants put it:

Your day is not your workday; your day is your life – and you work in your life.

With that, it’s no surprise that organizations worldwide are investing time, money, and energy into employee experience. Never has the battle for talent been so intense. As Josh Bersin, global HR industry analyst, puts it, becoming an irresistible organization is now more important than ever to attract newcomers and retain your people. Carefully crafting work experiences that feel human and tailored is what the future of EX will be all about. Gone are the days of one-size-fits-all.

In this report, we start to look at the data that backs all these key elements shaping modern-day employee experience. Instead of analyzing sales revenue, gross margins, or customer acquisition costs, our metrics account for those hard-to-measure yet essential business factors like employee happiness, well-being, relationships with manager, and ambassadorship (to name a few). In doing so, we can start to map out what a prosperous employee experience can look like for your organization and the actions needed to pave the way.  

Still uncertain about what the future holds, we continue to navigate this not-so-new reality as best we can. Although at times challenging and even overwhelming, what I find most beautiful about it is that we’re going through it together. Never have I seen the world of work become more human in so many ways. This gives me hope for what the future of work holds.

Here’s to a future of work that is and feels, first and foremost, more human.

Cheers!

Julie Jeannotte

HR Expert and Researcher at Officevibe

For the inquisitive bunch – A note on methodology

Each day, around 30,000 Officevibe users worldwide answer an engagement Pulse Survey. In 2021 alone, over 50 million Officevibe questions were answered across 20 different industries in 72 countries.

Officevibe’s Pulse Surveys pull from a bank of 122 questions. Each question is related to one of our 10 Key Metrics of Employee Engagement, then subdivided into 26 Sub-Metrics, selected to highlight the most critical themes within any given Metric. We partnered with Deloitte experts to test and confirm the scientific validity of our survey model against recognized and supported theories. All survey questions were analyzed and validated for content and wording. For this report, we looked at data from 2019 to 2021.

Read the full report: The State of Employee Experience

Topline insights

Key emerging workplace trends that encapsulate the current day state of the employee experience.

Employee expectations have changed

Changes in employee expectations mean employers must adjust and amplify their retention strategies to stay competitive in a fierce market.

  • 53% of respondents have searched for jobs in the last year.
  • 75% of employees who display low engagement levels or leave their jobs say that it’s due to their manager or leadership.
  • 40% of employees don’t have a development plan to improve their skills and drive their growth.

The distributed workforce is not one size fits all

The benefits of distributed work have been revealed, but so have new challenges.

  • 96% of respondents said they had a clear understanding of expectations throughout the transition to remote working.
  • By the end of 2021, more that ¼ employees still had concerns about returning to the office.
  • Flexibility is the new gem of remote work, but boundaries are still necessary.

Hustle culture is a thing of the past

Well-being and balance are paramount. Gone are the days of rise-and-grind and work becoming our purpose as people.

  • 47% of people say they regularly feel overwhelmed at work.
  • More than a quarter of employees report an unhealthy balance between their work and personal life.
  • 26% of respondents don’t feel like their organization really cares about their mental health.

The Great Resignation: Who’s leaving and why?

(This is a shortened version of The State of Employee Experience. Download the complete report for all the data and insights.)

We’ve all seen the record-high turnover and attrition rates of the last year. And this trend isn’t slowing down. What is sending employees seeking new opportunities, and how can employers build retention strategies for their next generation of workers?

The headlines read true: Employees are on the hunt for new work.

More than half of respondents have searched for jobs in the last year. And if offered a similar job at another organization, 36% said they would leave their current company. Further, 15% of employees don’t see themselves working at their company one year from now. However, our research has also found that the employees who are not engaged are the ones looking for greener pastures.

Read the full report: The State of Employee Experience

Get the report

Distributed work: Home is where the office is

(This is a shortened version of The State of Employee Experience. Download the complete report for all the data and insights.)

Many teams and organizations were launched into remote work with little warning when the global pandemic struck. And in the time since, many have discovered the benefits of distributed work and committed to this new structure. Alongside the benefits have come new challenges that leaders need to address to create the conditions for great work.

"What I’ve observed within our company and beyond is emerging recognition that one’s ‘employee experience’ and ‘life experience’ are one in the same. One size fits all programs built to enable office culture and enforce ‘work rules’ are a thing of the past. Embracing the blurred lines of distributed teams and remote work has shifted the ownership of the employee experience from corporate(HR) to individuals, managers, and their teams."

Stephanie LeBlanc

Senior Director, Customer Success, Coveo

Work-life balance synergy

(This is a shortened version of The State of Employee Experience. Download the complete report for all the data and insights.)

Employee burnout spiked during the pandemic and has remained an ongoing issue as the separation between work and life stays blurry. Even pre-pandemic, there was a shift away from hustle culture and ‘workism’ where our sense of life purpose relies too heavily on our work.

Despite upward trends over the last years in many of Officevibe’s employee engagement metrics, Wellness remains the lowest-ranking.

Only 70% of employees report a manageable stress level at work.

While 43% of respondents reported struggling more than usual in Q4 2020, the percentage dropped to 37% in the following quarter.

Around 1/4 of respondents talk about the flexibility offered by their organization when asked what their organization does right to help with stress management.

What your people are looking for

“The remote work-life balance allows me to complete my work in the hours and schedule that work best for my family and me. I’ve had the flexibility to pick up my kiddo quickly, go to appointments closer to home, make healthier lunch options while at home. This format is something that I value deeply and want to continue. Also, I can’t imagine adding in the commute time and extra gas expenses to and from the office daily now that I have experienced how much time and money I can preserve [working at home].”

Read the full report: The State of Employee Experience

Get the report

The ROI of exceptional EX

Putting into action

Three ways to take our insights and start applying them with your teams.

  • Start listening to connect and collaborate
    • Revisit your current communication practices (honestly) and be open to improving them—bonus points for involving your team in this activity.
    • Get to know your team better. It can be as simple as making more effort to take a few minutes at the start of the meeting for personal talk before getting into the work stuff.
    • Forge avenues for team members to interact and encourage peer feedback and sharing recognition. Explore ways of doing this at a distance and in person, when possible.
  • Promote personal growth and shared purpose
    • Ensure that each team member has a clear development plan in place.
    • Establish that everyone clearly understands how they can grow within your organization.  
    • Learn what your people value and seek ways to demonstrate and connect shared values of your own and those of the company.
  • Provide innovative, holistic well-being offerings
    • As you listen more, you learn what really sparks joy with your people. Here’s where the perks come in. They can be unique to your team and company. It’s often better when it is.
    • Killer benefits may be there, but are they being used? It’s becoming more common practice in the competitive talent market to offer draws like unlimited vacation time. But with this, we’re also noticing that employees still hesitate to take this type of time. Is it because their workload doubles when away? Do they have guilt around taking what they deserve? Create a safe place for open discussion to see if your work perks really work.
    • Adjust your offerings based on your findings.

Final thoughts

(This is a shortened version of The State of Employee Experience. Download the complete report for all the data and insights.)

Shaping the employee experience rather than improving it or building it will set your organization apart from others and help you achieve EX excellence

Employee experience has been long viewed as a process, a program, a project when in fact, it’s none of those things. To quote Josh Bersin, “winning the war for talent requires not just taking actions to optimize the employee experience but also placing people at the center of all decision-making.”

If you want to achieve this, emphasis must shift onto shaping employee experience. In contrast to an investment-focused approach, organizations that take the shaping approach focus on influencing how the employee experience feels for their employees, and not so much on what it is.

At the core, shaping EX simply means making your employees central to all your EX efforts. You don’t just collect information on their expectations, needs, and experience at key moments— you collaborate with them at every step of the journey to:

  • Identify and understand their expectations for their employee experience
  • Shape their day-to-day experience moments
  • Shape their memory of how their employee experience feels

Having your people play such an active role in shaping their EX will increase their level of engagement and loyalty to your organization. It’s a win-win situation: a perfect way to bridge the gap between employee concerns and employer expectations by enabling an ongoing dialogue and alignment between the organization and its employees.

Read the full report: The State of Employee Experience

Related content

When you hear "performance review," what comes to mind? As a manager, do you think of it as a once-a-year task that's just part of your checklist? Or perhaps, do you think of it as a laborious process with no clearly useful output?

Rest assured; the performance review process can be utilized strategically and absolutely be done in a way that is structured, effective, and impactful.

In this article, you'll find your ultimate guide to employee performance reviews. We'll walk you through the essential steps involved in conducting effective performance reviews and provide guidance on what a successful review should look like — before, during, and after. When done right, they can contribute to employee growth, development, and higher business performance.

Here is everything you need to conduct successful employee performance reviews

What is an employee performance review?

Let's first cover the basics. At its core, a performance review is a structured process that evaluates an individual's job performance and provides constructive feedback. Performance reviews are an essential part of the performance management process and support goal-setting, monitoring, and accountability.

Traditionally, a performance review has been an annual event, but in the modern workplace, with continuous performance management gaining traction, performance reviews have taken different forms — be it regular check-ins or ongoing feedback to foster employee development and improvement. In this new era of performance management, managers become more like coaches who empower their employees to reach their full potential.

👉 Find our guide to the modern way of conducting performance reviews with insightful tips and case studies to get inspired.

Why are employee performance reviews important?

Performance reviews don't have to be complicated, just as long as you don't undervalue their power either. They offer numerous benefits for both individuals and organizations at every level. They:

  • Improve communication
  • Identify strengths and weaknesses
  • Facilitate goal setting
  • Enhance employee engagement
  • Strengthen employee-manager relationships

By investing in performance reviews, you pave the way for continuous improvement and foster a more positive work culture.

Key elements of an effective performance review

Performance reviews play a crucial role in driving employee growth and development while contributing to higher business performance. To conduct impactful performance reviews, it's essential to incorporate key elements that foster a supportive, collaborative, and ultimately thriving environment.

Here are the key elements of an effective performance review process:

Frequent review cycles

Break away from the anxiety-inducing annual performance review and normalize conversations about performance. Implementing regular review cycles allows for ongoing feedback, ensuring employees stay on track and have the opportunity to grow continuously.

For example, quarterly or monthly check-ins provide timely feedback and help address any performance gaps promptly.

Two-way conversations

Performance reviews shouldn't be one-sided. By involving employees in two-way conversations, you demonstrate that their opinions and insights are valued, fostering a sense of ownership and engagement.

Encourage open dialogue and create a space for employees to share their perspectives, offer suggestions, and actively participate in the review process.

Focused on improvements

Modern performance reviews shift the focus from dwelling on past mistakes to emphasizing growth and development. By adopting a forward-thinking approach, you inspire a growth mindset and create a culture that supports continuous learning and development.

Encourage employees to reflect on their experiences, learn from them, and set goals for improvement.

Transparent and honest

Transparency and honesty are paramount in fostering trust between managers and employees. Establish clear communication channels to ensure employees understand how their performance is being assessed and how feedback will be provided.

Transparency also involves clearly communicating the evaluation criteria and ensuring employees have access to the necessary resources for improvement.

Fair and objective review process

A fair and objective review process is essential for employee morale and engagement. Use standardized evaluation criteria that are consistently applied across the organization. This helps maintain fairness and ensures that employees feel their performance is evaluated on an equal basis.

Objective evaluations foster trust and provide employees with a sense of confidence in the review process.

How to prepare for a performance review

To conduct an effective performance review, managers need to prepare in advance. Here are the key prep steps to get ready:

1. Align on performance evaluation criteria

Performance evaluations require a clear understanding of the criteria and metrics used to assess employee performance. It's essential for managers and employees to have a shared understanding of what constitutes good or poor performance.

For example, you might establish criteria such as meeting project deadlines, demonstrating strong communication skills, or displaying proactive problem-solving abilities. By aligning these criteria, you can ensure fairness and consistency in your evaluations.

2. Gather employee data and examples

To provide meaningful performance feedback, gather relevant qualitative and quantitative data, as well as examples that illustrate an employee's performance.

There are different methods of performance evaluation, all of which can be pooled to build a comprehensive performance picture. Qualitative data can come from employee self-evaluation, peer reviews, or supervisor assessments. Whereas quantitative data can come from sales figures or other productivity metrics.

By collecting a range of data and examples, you'll have a well-rounded view of the employee's performance that considers all factors — not just numbers.

3. Use a performance review template

Templates exist for a reason. They provide a pre-existing structure from which you can build on and customize. They also save you time!

Performance review templates provide a set of targeted questions that guide you through each aspect of the review, ensuring you cover all relevant areas with your employee. Using a template saves prep time and helps maintain consistency across each team member's evaluation. It also ensures that no important topics or questions are overlooked.

Officevibe includes performance review templates designed to make the review process even more streamlined, effective, and data-driven.

A preview of Officevibe's employee performance review template
Use performance review templates in Officevibe.

4. Prepare a meeting agenda

Before the performance review meeting, create a detailed agenda to guide the discussion. Outline the specific topics you want to cover, such as achievements, areas for improvement, and future goals. Consider including specific examples or projects to discuss during the meeting.

Having a clear agenda helps keep the conversation focused and ensures that all important points are addressed. It also shows employees that you have taken the time to prepare and value their performance.

👀 Check out our one-on-one meeting agendas that cover most manager-employee scenarios, including performance reviews, performance improvement plans, career development, and more!

5. Schedule your performance review meeting

Set a date and time for the performance review that works for both you and the employee. Choose a time when you can give your undivided attention and create a comfortable environment for open and honest conversation.

Avoid scheduling the review during particularly busy or stressful periods to ensure you can devote sufficient time and attention to the discussion. Scheduling the meeting in advance demonstrates your commitment to the employee's growth and development.

By following these steps and adequately preparing for the performance review, you set the stage for a productive and valuable discussion with your employees. Effective preparation ensures that you have the necessary information, structure, and focus to provide meaningful feedback and pave the way for future growth.

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How to conduct an employee performance review

Now that you're prepared, let's explore how to conduct an effective performance review. This is the time to engage in a productive conversation that supports employee growth and development.

The following guidelines provide the performance review framework you need to promote employee development, foster positive relationships, and drive organizational success:

1. Set a positive and constructive tone during the review

Approach the review with a supportive and coaching mindset. It's critical to create a safe space for open dialogue, which fosters collaboration much better than when employees don't feel like they have input. Remember that the goal is to empower employees in their future performance by emphasizing what they are capable of rather than reinforcing what they may not be doing well enough.

2. Share positive feedback and recognition

Similar to the compliment sandwich approach, balancing positive feedback with areas for improvement can go a long way. Make sure to share your own feedback and words of acknowledgment to strengthen your manager-employee bond. Additionally, pass on any feedback you received from other colleagues or leaders, which could help the employee feel valued and appreciated.

3. Offer constructive feedback

Discuss any performance challenges or areas of underperformance directly and constructively. By framing things in a constructive way and using specific examples to illustrate your points, you provide more actionable solutions for growth. Navigate difficult conversations with empathy and a focus on finding solutions together.

Need the inspiration to find high-quality feedback? Here are 22 constructive feedback examples and tips to help you deliver feedback that gets results.

4. Give specific examples

By providing specific examples, you can ensure clarity and facilitate productive discussions. Make sure to back up your feedback with concrete examples to make it more impactful and actionable. Contextualizing feedback with current and past performance examples, helps employees understand the specific behaviors or situations that need improvement or reinforcement.

5. Address performance challenges

During the review, address any performance challenges or areas of underperformance directly and constructively. There are many ways to approach poor work performance issues, just remember to lead these conversations with empathy and a focus on finding solutions. By addressing challenges head-on, you can work together with the employee to identify strategies for improvement and growth.

Granted, some conversations are a little bit more difficult than others. Hey, managers are only human. Read our difficult conversation tips to ensure the message (and solution) isn't getting lost in translation.

6. Listen actively

During the performance review, practice active listening to show genuine interest in the employee's perspective. Pay attention to their thoughts, concerns, and aspirations. By actively listening, you create an environment where employees feel heard and valued, fostering trust and engagement.

Active listening is definitely one of those skills that can help anyone in all areas of life — not just at work! So read our tips on how to practice the art of good listening.

7. Define the next steps

Collaborate with the employee to identify actionable next steps. This could look like:

  • Creating a development plan
  • Setting clear goals for improvement
  • Adjust existing performance targets as necessary

By involving employees in the process of defining the next steps, you empower them to take ownership of their growth and development.

Remember, conducting a performance review is not just a one-time event but part of an ongoing performance management system. Ultimately, ensuring continuous feedback and regular check-ins throughout the year helps set, align, and adjust employee goals when appropriate, which contributes to employee growth and success.

What to do after a performance review

The performance review doesn't end with the meeting. Here's what you can do to ensure continuous improvement and growth.

1. Follow up on the next steps

After the performance review, it's crucial to stay involved and provide ongoing support. Follow up on the next steps that were identified during the review. Schedule frequent one-on-ones and other touchpoints to monitor progress and measure results. This demonstrates your commitment to the employee's growth and helps ensure they are on the right track toward achieving their goals.

🤔 Not sure how often to schedule one-on-ones? Find your best formula for one-on-one frequency.

For example, if one of the next steps identified during the review was for the employee to improve their time management skills, you can schedule a follow-up meeting a month later to discuss their progress. During this meeting, you can ask specific questions about their strategies for improving time management, inquire about any challenges they may have encountered, and provide additional guidance or resources if needed.

By following up on next steps, you show that you are invested in your employees' success and provide an opportunity for course correction or further development.

2. Keep the performance conversation going

Embrace the beauty of continuous performance cycles by conducting regular check-ins and one-on-one meetings. These ongoing conversations provide opportunities to discuss progress, address challenges, and provide timely feedback. By maintaining an open line of communication, you can support employees in their growth journey and ensure that performance remains a priority.

For example, you can schedule bi-weekly or monthly one-on-one meetings with your employees to discuss their ongoing projects, address any obstacles they may be facing, and provide guidance or feedback. These meetings create a space for employees to share their achievements, seek guidance on their work, and discuss any new challenges that may have arisen, to assess at your next employee performance review. By keeping the performance conversation going, you demonstrate your commitment to their development and create an environment where continuous improvement is encouraged.

Officevibe supports continuous performance management. This feature provides tools and resources to facilitate ongoing feedback, goal tracking, and one-on-one meetings!

Effective performance review phrases to use in your next review

Crafting meaningful feedback is key to a successful performance review. Here are some examples of performance review phrases, be them appraisals or constructive, to inspire your next review:

  • Creativity: "Your innovative thinking has led to impressive solutions, pushing our team to new heights."
  • Communication: "Your clear and concise communication style has greatly improved team collaboration and project outcomes."
  • Accountability: "You consistently take ownership of your responsibilities, delivering results with a high level of accountability."
  • Productivity: "Your exceptional time management skills and efficient work habits have significantly increased productivity within the team."
  • Collaboration: "Your collaborative approach fosters a positive team environment, encouraging open communication and idea-sharing."
  • Coaching: "Your dedication to mentoring team members has empowered them to grow and excel in their roles."
  • Areas of improvement: "To further enhance your performance, focusing on improving your presentation skills will help you engage stakeholders more effectively."
  • Problem-solving: "Your analytical thinking and resourcefulness have consistently resulted in creative problem-solving and successful outcomes."

Again, following up on any performance feedback with specific examples will make the feedback itself more impactful by giving it context. This will also show the employee you gave the feedback thought. For example, you could pair praise about problem-solving with something along the lines of: "Last month, when we had an issue with project X, you managed to fix this by doing A, B, and C and that ensured we could deliver on time! Thank you."

⭐️ Find more examples of employee feedback that creates an impact, especially relating to more sensitive issues like the need for additional training or failing to meet deadlines, and best practices for delivering them.

Use performance management software

Theoretically, you can master your performance review approach all on your own. Logistically, however, there are ways you can make the entire performance management process infinitely easier for yourself (and your employees).

Performance management software like Officevibe turns the review process into a fun and dynamic aspect of the employee experience. With data-driven features such as goal setting, continuous feedback, and performance tracking, it simplifies, streamlines, and enhances the entire performance review process, making it fair, efficient, and engaging for both managers and employees.

By utilizing performance review software, you can maximize the benefits of performance management, foster employee development, and cultivate a positive work culture.

Elevate growth, engagement, and success with Officevibe

Mastering the art of employee performance reviews is essential for managers looking to drive growth, engagement, and success within their teams. By following the key steps outlined in this guide, you can conduct effective performance reviews that inspire improvement, empower employees, and contribute to overall organizational success.

Remember, performance reviews should be a collaborative and continuous process that prioritizes growth, feedback, and open communication. Embrace the opportunity to support your employees' development and create a culture of excellence!

MONTRÉAL — Nov. 25, 2024 — Workleap, a leading Canadian software company behind products that empower 20,000 companies in more than 100 countries to build better employee experiences, announces its fall platform release introducing new solutions and integrated features into an all-in-one simple-to-use platform. This release marks a new milestone in Workleap’s ongoing commitment to transform the employee experience by empowering HR leaders to drive organizational performance and achieve business goals.

Workleap’s comprehensive platform helps HR lead organizations to thrive in the modern setting of hybrid, remote, and distributed work environments. The consolidated solution for understanding employee engagement, driving performance, and developing employees is the best add-on to your existing HRIS and HR technology, allowing companies to add simple experiences across the employee lifecycle. Bringing these functions together in one platform, Workleap enables HR professionals to create a more responsive, agile and employee-centric work environment.

What's New

  • Workleap Performance streamlines performance management reviews and enables HR teams to guide managers to provide meaningful feedback, align teams with business goals, and easily track progress—all in one place.
  • Workleap Pingboard, an intuitive org-chart, visualization, and company building solution, will be integrated within the Workleap platform before the end of the year.
  • Integrated tools to help HR: Easily visualize employee engagement data within your org chart, streamline onboarding and learning workflows, accelerate content creation with AI designed for HR, and launch custom surveys across the employee journey.
  • Unmatched value: Game-changing bundled pricing lowers the barrier for HR teams of any size to enhance the employee experience.

Why It Matters

Hybrid work has completely reshaped the role of HR. It’s no longer just about managing employees—it’s about building the right frameworks, fostering authentic connections, and leveraging tools that drive meaningful outcomes,” said Simon De Baene, Co-founder and CEO of Workleap. “At Workleap, our mission is clear: make work simpler. The Workleap platform brings together the tools HR teams and leaders need to focus on what matters most—creating workplaces where people feel supported, connected, and empowered to grow. By continuing to invest in our platform, we’re accelerating innovation with solutions like Workleap Performance—designed to be simple, effective, and built to keep HR and leaders ahead as the future of work evolves.”

To learn more about Workleap’s employee experience platform, visit workleap.com.

About Workleap
Workleap is the best add-on to your HRIS to build better employee experiences. The all-in-one Workleap platform empowers organizations to make work simpler by unifying onboarding, engagement, performance, and development —in one platform.

Workleap is a Montréal, Canada-based company building the operating system for hybrid work—unifying the experience to streamline talent management and scale productivity tools across 20,000 companies in more than 100 countries.

Media Contact
Jaclyn Pullen
PANBlast for Workleap
workleap@panblastpr.com

At Workleap, we believe that strong employee experiences stem from three core HR actions:  

  • Understand how your employees feel to make them feel heard.  
  • Help managers to connect their teams and drive them to perform.  
  • Develop your employees, grow their careers, and help them deliver for your business.  

HR work should be human work, supplemented by the right tools.    

It sounds simple (and appealing, no?), but the reality is, finding a simple software solution to unify and streamline this work is like finding a needle in a haystack.   

Refreshingly simple employee experience software  

According to HR.com's State of Today's HR Tech Stack and Integrations 2024 report, 37% of respondents are juggling five to eleven (or more) paid HR solutions in their tech stacks. Your job is certainly complex — but the last thing you need is to manage endless tools and increase costs.  

Workleap's employee experience platform brings the simplicity you're looking for — one solution to unify and streamline everything you need understand your people, connect teams, drive performance, and develop careers. 

Engagement surveys, anonymous feedback, performance management, new employee onboarding, learning management, and career progression — yes, all of this, in one place! It seamlessly integrates with your existing HRIS, adding a layer of simple (and consistently used) experiences. 

And with such a breezy setup, you finally have the breathing room to collect the right inputs, take time to analyze and reflect, and plan concrete actions.  

Hybrid work has completely reshaped the role of HR. It’s no longer just about managing employees—it’s about building the right frameworks, fostering authentic connections, and leveraging tools that drive meaningful outcomes. At Workleap, our mission is clear: make work simpler. The Workleap platform brings together the tools HR teams and leaders need to focus on what matters most—creating workplaces where people feel supported, connected, and empowered to grow. By continuing to invest in our platform, we’re accelerating innovation with solutions like Workleap Performance—designed to be simple, effective, and built to keep HR and leaders ahead as the future of work evolves. - Simon De Beane, CEO and Founder at Workleap 

A main takeaway from the HR.com report is that employee experience is the top priority that businesses want to address with their tech stack. Over half of respondents don't have any capabilities at all!   

We know you know it's time to boost your employee experience. And here's how you do it.   

Understand your people. Make them feel heard.  

Listening is a basic human skill — but in the HR context, it's taken to a whole new level. 

Continuous employee listening involves:   

  • Providing a safe space for employees to answer questions and provide feedback   
  • Acknowledging and analyzing employee responses  
  • Actioning on employee feedback and communicating changes  

Ensuring your people feel heard is a key element of employee listening. As McKinsey senior partner, Carolyn Dewar, says: “You need to genuinely listen and learn, because the organization will sense if you are asking questions but not interested in the answers.” 

While there are many moving parts, continuous listening should be top priority because it goes hand in hand with one of HR's key metrics, employee engagement. In fact, highly engaged employees are three times more likely to say they feel heard at their workplace (92%) than highly disengaged employees (just 30%).   

Good news is, there are tools out there that help you collect constant feedback, regardless of location or time zone.   

How Workleap helps amplify your listening skills   

In a recent Workleap webinar, we brought in HR experts to break down effective listening. (Here's the link to the guide they created for attendees.)  

During the webinar, we talked about the how: How can HR leaders hear and analyze the perspectives of hundreds (or thousands) of employees? Their answer? Find yourself a really good survey and feedback tool.   

Cue: Workleap Officevibe’s engagement surveys and anonymous feedback.  

Both tools offer a safe space and an easy user experience to increase employee participation rates, which means greater insights for you! More recently, we updated our pulse survey tool to enable flexible listening. Now, you can deactivate or add custom questions to help you measure what matters to your organization. 

My team and I enjoy using Workleap Officevibe because we can instantly view our department's engagement temperature while continuously addressing learning and implementing strategies based on employees' voices. - Sivakumar Muniandy, Head of Singapore Contact Centre Operation, AIA Shared Services 

To close the loop, we recommend sharing updates with your people on what you're hearing and doing to address their needs. Open communication is key!  

Connect teams and drive performance 

Patrick Lencioni, author of The Five Dysfunctions of a Team: A Leadership Fable, captures the power of alignment and connection perfectly when he wrote: 

“If you could get all the people in an organization rowing in the same direction, you could dominate any industry, in any market, against any competition, at any time.” 

When your people are connected, you’re a force to be reckoned with. Without this, the business goes nowhere. People work inefficiently. Decisions are made more slowly. Alignment ensures everyone works in lockstep. And that can make a big difference on revenue. 

What can you do, as an HR leader of a hybrid organization, to connect your teams from the comfort of your home office? Read on.  

How Workleap helps you connect and drive performance 

When you crack the code for driving alignment, you'll discover endless opportunities. There are many ways to get individuals and teams together and moving in the same direction.   

One way is through performance management. Once organizational goals are defined, then all other individual and team goals can feed this North Star.   

The reality is, however, that many HR pros are struggling to find a performance management solution that blend the flexibility needed to adapt to changing needs with the simplicity and user-friendliness that fosters widespread adoption and efficiency. 

With our new Workleap Performance product, you can finally have a flexible and customizable framework to build performance cycles that fit like a glove. You can easily customize questions and evaluation criteria that align with your organizational goals, mission, and values — while still ensuring a consistent and fair process across managers and teams.   

Another way to align people — that's especially valuable for hybrid or remote workforces and incredibly easy to implement — is by helping people connect with the right collaborators across their company. A tool as simple as a dynamic org chart and employee directory can foster faster relationships by showing who you need to speak with to progress your work.   

With Workleap Pingboard you can instantly improve alignment by fostering connections between employees, streamlining resource planning, and improving internal communications.   

Foster continuous learning and development  

Employees care about learning, development, and growth opportunities. This isn't new news.   

We've seen the data, too. When an organization provides these opportunities, great talent flocks and they stick around. According to the LinkedIn Workplace Learning Report 2024, organizations with strong learning cultures have a +57% retention rate and +23% internal mobility rate.   

Talent development starts from day one and it can be tackled with a strong onboarding process. Fresh training and courses will keep people engaged and growing.   

But we know the behind-the-scenes work of an L&D program — planning, managing, and tracking — can be time-consuming, hard to scale, and frustrating to maintain.   

How Workleap helps you develop talent at scale  

The secret to scaling your learning, development, and growth programs is leveraging AI, tried-and-tested templates, and other tools that remove the heavy lifting, so you can focus on the big picture: building a culture of continuous learning.   

Workleap Onboarding, Workleap LMS, and Workleap Skills all offer templates, automation, and AI to streamline manual admin processes and reduce busywork.  

Need to create new safety training? Hop into Workleap LMS and leverage AI to create a course outline in minutes with a few simple prompts. Want to integrate this course into your new hire's onboarding plan that you just built in Workleap Onboarding? Easy peasy! 

Unifying these product experiences isn’t just great for you — it also helps new hires transition smoothly from onboarding to role-specific training.  

When onboarding, training, and career plans are easier to create and manage, you'll see higher engagement — from your HR team, managers, SMEs, and employees. 

All you need to build impactful employee experiences 

With Workleap's unified platform, you have all you need to tackle the key areas of the employee experience:  

  • Understand how your employees feel to make them feel heard with Workleap Officevibe 
  • Help managers connect their teams and drive them to perform with Workleap Pingboard and Workleap Performance.  
  • Develop employees, grow their careers, and help them deliver for your business with Workleap LMS, Workleap Onboarding, and Workleap Skills 

Let's get back to the work we love to do, simply.