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

Employee experience (EX) has become a catch-all phrase — so broad that it often loses meaning. At HRPA Ignite, two of Workleap’s Senior HR Business Partners, Sarah Azadi and Samin Sadeghi, set out to change that. In their fireside chat, they cut through the noise, highlighting what truly drives engagement and performance in today’s workplace.

Their conversation was refreshingly unfiltered. No buzzwords, no vague theories. Just real, actionable insights from two HR leaders who work closely with managers across all functions. The key takeaway? Employee experience isn’t about perks or grand gestures; it’s about continuously evolving to meet employees where they are.

Why are we still talking about EX in 2025? (Spoiler: it’s not a one-and-done initiative)

Employee experience isn’t just about making work more enjoyable. It directly impacts two critical business outcomes: engagement and performance. A positive EX fosters motivation, productivity, and retention. A poor EX leads to disengagement, turnover, and declining results.

The challenge? EX is never static. Organizations evolve, employee expectations shift, and the way we work continues to change. “A common mistake I see a lot of organizations make is thinking they can find a one-time solution or initiative and never revisit their EX again,” Samin pointed out.  

The businesses that lead the way are constantly iterating and improving. But how do you know what truly moves the needle on EX and, ultimately, engagement and performance?

What are the most important elements of EX? HR leaders weighed in

A poll conducted during the fireside chat revealed that growth and development (30%), work environment (26%), and alignment to an organization’s purpose and mission (17%) are the most critical factors of EX. This data highlights a shift from surface-level perks toward deeper needs, something Samin hears about often when conducting exit interviews.

In a recent LinkedIn post, Workleap’s Co-Founder and CEO, Simon De Baene, shared this sentiment, saying:

"What really matters are much simpler, more fundamental things: a clear vision, a well-executed strategy, good ideas, solid talent, the right timing… and above all, alignment. Trends come and go, but the fundamentals remain. That’s what we should build on."

Does engagement equal performance? With a well-rounded EX, it can. Without one, probably not.

The results of our poll matter because engagement and performance don’t happen in isolation. Engagement without alignment leads to wasted effort, while high performance without engagement leads to burnout.  

Organizations must balance both, ensuring employees feel valued and motivated while understanding what success means for the organization, and having a clear vision on how to get there. An employee experience that scores high on all the fundamentals will naturally bridge the gap between performance and engagement. More on this later!

Let's get back to the basics with Samin and Sarah's top 5 tips for a strong EX

During the conversation, Samin and Sarah shared actionable tips HR should prioritize in order to see the biggest improvement in their employee experience. Implementing all would be the best case scenario, but even starting small with one of these tips can have a noticeable impact.

1. Align leaders to a shared leadership philosophy

Leaders directly impact EX, yet organizations often lack a standardized approach to leadership. One way to address this is by aligning leaders from the start with dedicated leadership onboarding. “You can’t assume every leader has the same experience or approach,” Samin said. “It’s important to communicate what it means to be a leader at your organizations.”

That includes making three things crystal clear:

  • How leaders make decisions at your organization.
  • How they manage performance and share feedback.
  • How they communicate with their teams and cross collaborate.

When leaders know what’s expected of them, they’ll be much better ambassadors for your culture. Plus, they’ll nurture teams that feel engaged and have what it takes to perform.  

2. Use data to drive decisions (without overwhelming yourself)

HR teams often struggle with not measuring enough or measuring too much and getting lost in the data. When you’re strapped for time and resources, knowing how to navigate data is fundamental. It helps you focus on the things that matter most and will drive the biggest impact.  

The key is to identify just five or six key EX indicators and track them consistently. “Historical data is your best friend,” Sarah said. “Benchmarks are nice, but looking at trends over time is what really helps you make informed decisions.”  

When HR is data-savvy, they can form stronger partnerships with people leaders by proactively identifying gaps and working with leaders to solve them. For example, tracking early offboarding rates can reveal hidden issues in onboarding or culture misalignment. “If employees leave within six months, something is off,” she noted. “The role, expectations, or work environment may not match what was promised during hiring. Managers and HR can collaborate to fix that for the next hire.”

3. Listen to employees, but more importantly, act on their feedback

Gathering feedback is only half the battle; acting on it is what builds trust. “In hybrid and remote environments, it’s harder to pick up on workplace sentiment,” Samin noted. “HR and leaders need to be intentional about gathering feedback and making meaningful changes based on it.”

Tactics like engagement surveys, one-on-one meetings, informal coffee chats, and stay interviews can provide deeper insights into employee needs. The key is showing employees that their feedback leads to real change. That’s what makes them feel truly valued.  

“If things aren’t working, you want to create a culture where those lines of communication are flowing and everyone is exchanging feedback with one another, because ultimately, they care and want a more positive experience,” Samin emphasized.  

4. Prioritize growth, however it may look

The best way to create disengaged, underperformers is by letting employees feel like they’re stagnating at work. Employees need to see a future for themselves within the organization, but growth isn’t just about climbing the corporate ladder.  

Promotions are great when there’s a strong business need and the right candidate, but new business needs don’t arise every day. And helping someone move on to the next level when neither them nor the business are ready is not exactly a recipe for success. So, what’s the right balance?

Focusing on learning and development is a gamechanger. HR must think about how the organization can support employees to develop their skills, expand expertise, and learn new tech stacks — all of which create new opportunities for career progression.

Sarah highlighted how Workleap enables this through stretch assignments and cross-functional projects, allowing employees to grow laterally when vertical promotions aren’t available.  

5. Bridge the gap between engagement and performance

There’s a common misconception that high engagement automatically leads to high performance. That’s not always the case. “You can have a tight-knit, engaged team, but if they’re not aligned with the business’s goals, their engagement won’t translate into results,” Sarah explained.

On the flip side, a high-performing team can quickly become disengaged if underperformance isn’t addressed. “If one team member is struggling and leadership fails to take action, it can demotivate the rest of the team,” Sarah warned. “Performance impacts engagement just as much as engagement impacts performance.”

By integrating this perspective into leadership alignment and performance discussions, organizations can ensure that engagement translates into business impact.

Final thoughts: EX is everyone’s business

Sarah and Samin left the audience with a simple but powerful reminder: EX is a continuous process that requires collective effort. “We are all employees. We all impact one another, whether as leaders, peers, or colleagues,” Samin said. “It’s important to create a culture where feedback flows freely and people feel empowered to improve their own experience.”

The only constant in EX is change. Organizations that embrace this reality — and use data, leadership alignment, and employee feedback to drive meaningful improvements — will be the ones that see real engagement and performance gains in 2025 and beyond.

Annual performance reviews have long been a cornerstone of workplace culture, but are they serving employees and organizations effectively? In a recent Workleap webinar, our expert panel tackled this question head-on, exploring why traditional performance reviews often fall short and what HR leaders can do to create a more effective, continuous performance management system.  

Featuring insights from Ricky Muddimer, Co-founder at Thinking Focus; Irina Mocanu, Senior HR Advisor at Workleap; and Brian O'Reilly, Performance Management Product Director at Workleap, the discussion left attendees with actionable takeaways for driving meaningful change in their organizations.

Here’s a recap of the key insights and strategies shared during the session.

Annual reviews may be the standard but they’re failing organizations (here’s why!)

Annual reviews have been the default approach for decades, but as workplace needs evolve, many organizations are questioning their effectiveness. During the webinar, we ran two polls to better understand how organizations approach performance management. The results were revealing:

What is your organization's performance review cadence?

  • 66% rely on formal annual reviews.
  • 16% use formal quarterly or monthly reviews.
  • 9% provide informal, ongoing real-time feedback.
  • 9% have no formal process at all.
Poll answers from our recent Workleap webinar, "Why annual reviews fail and how HR can prevent it"

 

How would you rate your current performance review process?

  • Only 3% said it’s "going really well."
  • 19% feel it’s working but could use minor tweaks.
  • 47% admitted it could be improved.
  • 31% said it needs a major overhaul.

Poll answers from our recent Workleap webinar, "Why annual reviews fail and how HR can prevent it"

These results highlight the problem: while annual reviews remain the standard, they often fail to deliver on their promise of fostering engagement and driving performance. “The annual review isn’t the issue in itself,” said Irina Mocanu. “The issue arises when it’s the only touchpoint for feedback all year long.”  

This gap leaves employees feeling blindsided and disengaged. When feedback is only delivered once a year, it’s impossible to address problems early or celebrate successes when they happen.

4 ways to improve your performance management approach

If annual reviews are just one piece of the puzzle, what does an effective performance management system look like? During the discussion, the panel outlined four foundational principles:  

1. Create a regular rhythm of feedback

Regular check-ins between managers and employees are critical for keeping communication lines open. These touchpoints prevent surprises during formal reviews and allow managers to address issues early. Ricky Muddimer emphasized that the frequency of these check-ins should depend on the organization.  

“Rhythm means addressing issues early  — when someone needs a little support, for example — and celebrating successes consistently. Whether it’s daily, weekly, or bi-weekly, find a cadence that works for your team,” he says. “It’s important to do a sense check of how your people are doing so there are no surprises come the annual review”  

2. Establish a compelling "why”

Performance management should feel valuable for everyone involved. As Ricky explained, “When managers and employees view performance management as an opportunity for growth and connection, it becomes something they actively want to participate in.” Employees want to know their managers are invested in their development, and managers need to see these conversations as opportunities to build stronger teams.

3. Keep it simple

Performance management often gets bogged down by administrative tasks and bureaucracy. But the focus should always be on people. Ricky put it best: “Your performance management approach has to be simple and easy to use. It must prioritize people over the process.” Simplicity ensures managers and employees can spend their energy on meaningful conversations, not paperwork.

4. Monitor your approach

A great performance management system isn’t a one-and-done implementation — it requires continuous refinement. As Irina emphasized, “Monitor what works, what doesn’t work, and adapt. If you stop, in three years, you’ll realize your performance management system is out of date.”  

To keep processes relevant and effective, HR teams should regularly assess their approach, gather feedback from managers and employees, and make small, incremental improvements rather than waiting for major overhauls.

Overcoming barriers to continuous feedback

Transitioning from annual reviews to a more continuous feedback model isn’t easy, but the benefits are undeniable. The panel shared their thoughts on the most common challenges organizations face — and how to overcome them.  

Cultural shifts take time

Implementing a new performance management system often requires a cultural transformation. The panelists encouraged HR leaders to be patient with this process: “Start small and implement changes incrementally rather than overhauling the entire system at once. Progress, not perfection, should be the goal.” By starting with small wins, organizations can gradually build a foundation for larger changes.  

Managers need support

One of the biggest barriers to continuous feedback is managers’ reluctance to have difficult conversations — and the HR leaders agreed wholeheartedly in the webinar chat.  

“Often managers aren’t comfortable/haven’t had enough training [on how to have] difficult conversations and giving and receiving feedback,” one attendee shared. “The problem is everything in training sounds great until it has to come out of your own mouth,” said another HR leader.  

To help managers build confidence in performance conversations, organizations need to reinforce training with ongoing support and accountability. As Irina and Ricky pointed out, training alone isn’t enough — HR leaders need to check in with managers regularly to understand their challenges and ensure feedback is meaningful and actionable.  

One approach is setting clear expectations, like Amazon’s leadership principles, which define how managers should foster high-performing teams. Another is directly evaluating managers on how well they implement continuous feedback and whether their team is high-performing. Ultimately, driving this cultural shift requires not only equipping managers but also empowering employees to take ownership of their performance and feedback.  

Prioritizing continuous feedback requires ongoing effort

Many managers, especially leader do-ers juggling multiple roles, struggle to make time for regular check-ins. Day-to-day operations often take priority, making structured performance conversations an afterthought. However, avoiding these discussions can lead to bigger issues down the line.

Managers already spend time addressing problems caused by a lack of clarity. Instead of reacting to issues, a proactive approach — setting clear expectations and providing regular feedback — prevents problems from escalating. Organizations that prioritize frequent check-ins see fewer performance gaps and build stronger, more engaged teams.  

How technology can help

Technology has become an essential tool for streamlining performance management and reducing administrative burdens. Brian O’Reilly shared how Workleap’s tools are designed to make performance management easier and more impactful.  

“Having a central spot to document one-on-ones and goals ensures no progress gets lost or forgotten,” Brian explained. Tools that centralize feedback and provide insights — both quantitative and qualitative — make it easier for managers to focus on meaningful conversations.  

AI also plays a role in enhancing performance management. “One of the major issues of the annual review model is recency bias,” Brian said. “AI, in conjunction with using the right tools and having access to the right performance insights, can help give managers extra context and cognitive load.” This allows managers to consider an employee’s entire body of work rather than focusing on recent events.

Voices from the webinar chat

Throughout the webinar, attendees actively engaged in the discussion, sharing their own challenges and perspectives on performance management. Their insights reinforced the importance of consistency, effective feedback, and balancing accountability with empathy. Here are a few standout comments that resonated:  

  • On leaders being consistent: “My mantra has always been: be fair and consistent in all you do and who you interact with. That goes a long way.”
  • On feedback as an opportunity: “We need to teach people how to have difficult conversations, not just conversations. Start with the positive and position feedback as an opportunity for growth.”
  • On balancing humanity with performance: “There are ways to ensure that people understand they are valued and that it’s human not to be perfect. That notwithstanding, we need to be honest — in strict behavioral terms — about areas of improvement.”

These comments reflect the shared challenges and aspirations of HR leaders striving to make performance management more human and effective. Kick off your performance revamp with these key takeaways  Bringing all these insights together, our panelists shared essential takeaways for HR leaders looking to transition from outdated performance reviews to a more continuous, human-centered approach:  

  1. Redefine performance: Start by defining what performance means in your organization. At Workleap, we focus on two dimensions: behaviors (e.g., embracing change, innovation) and accomplishments (e.g., the impact of work). “Defining performance criteria that align with your culture is essential,” Irina said.
  1. Integrate feedback into existing rituals: Reinforcing continuous feedback doesn’t mean reinventing the wheel. "When you embed continuous feedback sharing into existing ways of working, it becomes a much more natural process and it’s much easier for leaders to build this reflex,” says Irina.
  1. Engage employees and managers: Equip managers with the tools, training, and support they need to have meaningful conversations and empower employees to take ownership of their own growth. It’s important to constantly remind them of your “why,” so they can feel accountable.
  1. Refine and adapt: Gather feedback after implementation to refine the process. As Ricky noted, “This is about progress, not perfection. Set incremental goals and adjust as needed.”

Want to dive deeper? Catch the full conversation and get expert insights on how to transform performance management

The insights shared during this webinar are just the beginning. To hear more about how to navigate cultural shifts, leverage technology, and foster a culture of continuous feedback, watch the full recording.  Transforming performance management isn’t easy, but the rewards — increased engagement, better alignment, and stronger teams — are well worth the effort.  

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.

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!