Team Management
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New managers: The complete guide

Published on 
October 12, 2021

Welcome new managers!

Before we dig in, here’s a glimpse of what to expect.

You’ve just stepped into one of the most significant roles in the workforce because you have the most direct impact on employees — the heart of every organization. Their success and development will all be influenced by your leadership. No pressure, right?

But…We tend to more often speak about what employees need from their managers in order to shine, and not what managers need to help them get there.

That’s why we set up this complete one-stop-shop for new managers like you. Learn how to prepare for the role like a champ and be the leader you’ve always dreamed of being.

You’ve got an incredible opportunity ahead of you, and lots to do. But for now, just sit back, relax and scroll.

P.S. We’ve included lots of helpful tips for you throughout the piece, so keep your eyes peeled.

The complete guide for new managers

A quick snapshot of today’s workforce.

As you prepare to enter the workforce from a new vantage point, we want to give you a little heads up about its current state. Despite the upward trend of companies putting more effort into improving their workplace culture, Gallup reveals that only 33% of the population is currently engaged at work. This means that an astonishing 67% of employees are not engaged in their day-to-day work life.

It’s a problem, but the good news is, there’s a clear way to fix it. And it starts with you.

Our approach to manager training

Leadership – for better or for worse – directly affects the level of engagement and commitment an employee feels towards their organization. In fact, 75% of employees who quit their jobs, quit because of their manager.

So, why is there so little attention given to the critical time when managers lay down the foundation for their leadership? We believe that the lack of attention given to preparing employees for their new role as manager is one reason why engagement has been mounting at such a sluggish pace.

On a more positive note, we believe that if more organizations offer employees the tools, support and resources they need to transition, we can change the outcome.

Leadership training needs to start before the role even begins.

Becoming a first-time manager

There’s more than one way to become a manager. Whether you’re promoted internally or you’re hired as a first-time manager at a new company, the bottom line is that in one moment you’re an employee, and in the next moment you’re a new manager with an entirely different set of responsibilities and challenges.

Meet Mary, she’s a new manager just like you.

Mary was recently the star employee on the marketing team at her organization. Over the course of the past two years, Mary demonstrated a strong skill set and expertise in her trade that set her apart from her colleagues. At Mary’s second annual review, she was promoted to manager for the company’s marketing division. Honoured by the offer and the pay increase, she accepted and is now ready to get started in her new role.

Meet Mary, she’s a new manager just like you.

Mary was recently the star employee on the marketing team at her organization. Over the course of the past two years, Mary demonstrated a strong skill set and expertise in her trade that set her apart from her colleagues. At Mary’s second annual review, she was promoted to manager for the company’s marketing division. Honoured by the offer and the pay increase, she accepted and is now ready to get started in her new role.

Why did Mary get promoted?

Mary’s employers have faith that she will succeed as a manager because she was an outstanding employee.

It seems that after two years of exceptional work, being promoted to manager is the logical next step.

But there’s a glitch.

You can become a great leader if you put the work into it

  • Ask all the questions you need regarding the nature and demands of your role
  • Develop your soft skills & emotional intelligence.
  • Ensure that this is the best type of promotion for you, compared to something lateral.
  • Be certain that you want to lead a team.

The promotion problem

Management is a trade in and of itself and it likewise requires preparation, coaching, and time to get right. Just because Mary was an expert in her field, It doesn’t mean that she’s ready to be a manager.

Being a leader requires a unique skill set, and it’s not for everyone, especially those who do not have the will to learn to lead.

Yet in a snap, Mary is offered a promotion, given a raise, an office, and a team. She quickly realizes that she isn’t sure of what comes next. She has a whole team of people depending on her but no clue what to do! Too ashamed to ask for help or clarification, Mary’s stuck in a rut.

“Do you know how hard it is to be the boss, when you are so out of control! It’s hard to verbalize. It’s the feeling that all of a sudden… it’s the feeling you get when you have a child. On day X minus 1, you still don’t have a child. On day X, all of a sudden you’re a mother or a father and you’re supposed to know everything there is to know about taking care of this kid.”

Mary is not alone in this feeling, and neither are you. In our own survey, we found that 53% of managers said they did not feel like they had an accurate view of what it meant to be a manager when they got started in their role.

But, it doesn’t have to be this way.

We’re going to give you everything you need to set yourself up for success straight out of the gate.

New manager training – How to prepare

Now that we’ve covered the groundwork, let’s dig in.

1. Ok, but what does a manager do?

The Oxford English Dictionary defines a manager as “a person responsible for controlling or administering an organization or group of staff”.

Let’s be honest, this definition just doesn’t cut it.

Being a manager is a complex, relationship-fueled position, and anything human in nature can’t possibly be reduced to one simple and clean definition. One thing that remains consistent across the board is that a manager’s role is ultimately to support and lead their people to be the best they can be. It’s not about the authority, the control or the power. In fact, if you’re in it for the glory or the title, it won’t work out.

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Being a manager is about bringing out the best in people. That’s the bottom line. It’s a selfless, people-first, heart-driven role, and it’s worth every second of the complexity if you’re in it for the right reasons.

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Every company comes with different expectations and with each team there will be a different set of challenges. At a high level, here are some of the main responsibilities of a manager.

High-level responsibilities of a manager*:

  • Develop, support, coach, motivate and reward employees.
  • Plan ahead and evaluate projects and tasks.
  • Define (with employees) clear roles and responsibilities.
  • Establish goals and performance standards.
  • Create a healthy work environment by implementing and maintaining open lines of communication, work systems, policies and procedures.
  • Network and act as a liaison between employees and upper management.

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According to an Officevibe Pulse Survey study, 40% of managers did not receive a clear list of responsibilities when they started.

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2. Transition smoothly from employee to manager.

The most important thing to understand about your role is that it’s changing. It’s not a continuation of your role as independent worker, and it’s not “doing your current role but better”.

Being a manager is an entirely new job.

“Suddenly I realize how much I didn’t know”, is a common lament during this transition, as Michael Watkins suggests. You’ll have a lot to learn, but it should be embraced for the great opportunity that it is.

For Mary, the transition from star employee to manager means a transition from:

Specialist / Doer: As a independent specialist, Mary was deep in the nitty gritty of the action, focused on the details and producing work.

Generalist / Orchestrator: As a manager, she’s out of the production process, focused instead on the bigger picture while coaching employees to reach personal and professional goals.

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Quick tip: How to let go of the details.

Focus on “what” the deliverables are, and by “when” they need to be completed. Leave the details of “how” that gets done up to each person.

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One challenge you might face in this transition is putting a hard stop to your old habits as an individual worker. Your initial instinct might be to jump into the work alongside your team and fix or even redo what they’ve done to reach goals. You’ll quickly realize that this isn’t sustainable. Ultimately, what it means to be a manager is to guide a team to reach goals so they can run autonomously.

The greatest misconception about my new role was my job description. I quickly subjected myself to solving every problem that came my way. Someone is having difficulty learning a new technology? I can teach them. The project scope exceeds the team’s capacity? I can balance the formula. I can now safely say that my job is no longer to fix things, it’s to guide and manage them.– Louis Bridgman, Software Development Manager at SAP

– Louis Bridgman, Software Development Manager at SAP

The complete guide for new managers

Learn what it really means to be a manager, and how to succeed right out of the gate.

Download the guide

3. Get into the manager mindset.

Moving from a “doer” to a “generalist” all requires a considerable shift in your mindset.

As an independent contributor, your focus was your individual performance and success. Being a leader is a role that requires you to put the needs and development of others before your own.

Without bursting your bubble, it’s no longer about you. But that’s the beauty of the job. Watching others grow, learn and succeed because of your leadership will give you a more powerful sense of success than you ever felt as an individual contributor.

Your own success will now be measured by the success of your team and the professional growth of each individual employee.

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Take care of yourself

As the airplane analogy goes, you have to put on your own oxygen mask before helping the person next to you. Meditating and practicing mindfulness are ways to alleviate stress and create clarity.

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Manager Mindsets

Servant leader mindset.

Focus on the needs of others before your own and accept your own success as the success of the team. It’s a bottom-up approach, instead of the traditional top-down. Think helpful guidance instead of commanding delegation.

Embrace differences:
Avoid comparing your employees strengths and weaknesses to your own.

Stay out of it:
Set clear deadlines, but leave the “how” up to your team.

Growth mindset.

Encourage your team to be curious, to learn continuously and reach beyond their limits. This will keep them engaged, creative and producing great results.

Ask, don’t tell:
Ask questions more than giving answers to help employees learn.

Think ahead:
Anticipate challenges, roadblocks and expectations down the line.

Human mindset.

Being a manager does not mean being superhuman. In fact, it’s one of the most human-based roles out there. Be authentic with your team and allow yourself to be vulnerable. The more real you are with them the more real they’ll be with you. That’s when the magic happens.

Listen to your gut:
Your instincts are probably right.

Be patient with yourself:
You’re new to this! Don’t be so hard on yourself, and try to have fun.

4. Don’t be shy, ask for help.

Unfortunately, many companies promote employees to a management role thinking that they’ll “figure it out” because they’ve always been great at everything else. It’s like thinking that because you know how to ride a bike, you’ll have no problem riding a motorcycle. There’s some continuity, yes, but at the base it’s an entirely different task!

So put any ego or fear aside and ask for the clarification and resources you need to start off on the right foot. The more you understand and prep for your role, arming yourself with the gear you need to take off smoothly, the more you and your team will succeed.

Your future self will thank you!

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The new manager checklist:

66% of the managers we surveyed said that they did not receive any training or coaching before starting out as a manager.

  1. Ask for a leadership coach: Becoming a successful leader is not always intuitive. It takes work. If you want to coach a team properly, you need a coach, too.
  2. Find a mentor within the organization: Find another manager you can turn to to discuss the role, what to expect and how to deal with challenges as you run into them. Having a support network is key to your success.
  3. Request a clear list of roles and responsibilities: Use this template and fill it out with your boss and HR so you have clear direction, and then get ready to go through the same exercise with every member of your team.
  4. Find out the current state of the team you’ll be managing: Hold individual interviews with your new employees to learn about everyone’s challenges and work styles before diving in. It’s a great way to individualize your leadership style per employee.

The first month in your new role can be the most important. Download our complete New Manager Checklist to set you and your team up for success.

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Busting the myths of management

Forget everything you think you know about your position. We clear up the most common misconceptions of management, so there are no big surprises.

MYTH #1 Independence vs. Interdependence

Myth: Mary was under the false assumption that becoming a manager meant having more freedom and autonomy to do what she feels is best for the company. She was focused on the privileges and power that come with the title, believing that she would finally “no longer be burdened by the unreasonable demands of others”.

Reality: Becoming a manager actually means having less autonomy than when you were an independent employee because you now have a team and a boss. It’s what we call The Sandwich. Your job is no longer to get your work done autonomously, but to help a whole team reach their goals, while responding to the expectations of upper management. You have to manage both up, and down.

It’s a job that requires Mary to wear many hats. She’s no longer a subordinate, she’s a “subordinate, equal and superior”. She still has a boss, and now she is a boss too. This three-hat-balancing act takes some time to figure out, but the first step in conquering it is knowing to expect it, and understanding that the nature of the job is not as simple as having the final word and giving your approval. Being a manager is a role founded in relationships. Finding the time to balance each one will come with time and experience.

MYTH #2 Control vs. Commitment

Now that you understand that the essence of your job is managing and balancing relationships, let’s look at how to run these relationships successfully.

Myth: Mary was under the misconception that she’d have control over her employees simply because she’s now the boss. But, thinking that employees will listen to her because ‘they have to” is a myth. So too is believing that achieving success in her role means maintaining this control.

Reality: Success isn’t your employees doing what they’re told because they have to. Success is your employees being personally committed to a course of action because they believe in you, and have fully bought into your vision and capability as a leader. The bottom line is that success comes from connection, not delegation, and your credibility as a leader has very little to do with formal authority in the end.

10 ways to earn the trust and respect of your team:

  1. Be transparent with motives and goals.
  2. Demonstrate your character and intention to do the right thing for your team.
  3. Put the team’s needs before your own.
  4. Help employees grow by letting them test, learn and fail without fear.
  5. Trust employees off the bat, don’t make them feel they have to earn it.
  6. Let yourself be vulnerable, and admit to mistakes.
  7. Use inclusive words like “we” to show that you’re part of the team, not above it.
  8. Collect continuous feedback from your team and take action quickly where change is needed.
  9. Be yourself – people respond best to authenticity.
  10. Be open to learning from your team – everyone will have something to teach you!

First impressions are lasting. Ease in to the team humbly by “asking” rather than “telling”. Learn about your employees, let them learn about you, and make it clear that you’re there to be part of the team, not for yourself.

PRO TIP: Earn the trust of each team member by holding regular 1-on-1 meetings. Officevibe is our one on one software that makes planning and running individualized meetings a breeze.

MYTH #3 Hard Skills vs. Soft Skills

Think of hard skills as your technical skills, and soft skills as your human skills.

Myth: Mary is sure that people will trust her direction due to her expertise, because it’s the hard skills and technical ability that will help her find success in her new role.

Reality: Your hard skills will now take a backseat to your soft skills. What matters more is your ability to help your team build up their own expertise – not do the job for them. Employees want to learn and grow, not be saved. In fact, jumping in with your own skills will usually be perceived as micromanaging.

Since the essence of your new manager role is relationship-driven, the skills required to excel as a leader are human-based. To be effective, you need to be open to learning about yourself, your vulnerabilities, emotional strengths and weaknesses. It takes discipline and commitment. If you commit to your own self-learning and nurturing your emotional intelligence (EQ), you’ll build the capacity to help others succeed. Try building your empathy by exercising it in day-to-day situations. For example, consider a point of view different from your own and come up with a strong argument to support it. Even if you don’t change your own perspective, this is a valuable exercise in critical thinking.

The 5 domains of EQ by Daniel Goleman

  1. Self Awareness: Knowing and understanding your emotions
  2. Self-Regulation: Managing your emotions and the ability to think before you act
  3. Internal Motivation: Setting goals and motivating yourself to follow them
  4. Empathy: Recognizing and understanding emotions in others
  5. Social Skills: Building and handling relationships, collaborating and managing conflict

Myth #4: Center Stage vs. Behind the Scenes

Myth: Mary believes that she’ll remain center stage under the spotlight, but even more so now that she’s the boss. She looks forward to receiving more recognition than ever!

Reality: True success for managers comes from stepping out of the spotlight and moving behind the scenes! It means guiding a team from the bottom up and shifting the recognition that you’re used to receiving to others. A great leader is happy to let others shine and understands that their success is found in the reflection of their people’s accomplishments.

Learn more about Officevibe’s employee engagement solution — the trusted sidekick of 50K managers around the globe to learn how their team really feels so they can take action in real-time

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Quick tip: How to recognize your employees

  1. Offer recognition on specific projects or incentives.
  2. Recognize them publicly to expand appreciation and build a positive vibe on the team.
  3. Encourage peer-to-peer recognition to help colleagues build relationships.
  4. Give praise as close to the event as possible to keep it timely and relevant.

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How to measure behind-the-scenes success

It might not always be tangible, but it will always be great.

The Curiosity Factor :

A professor measures their own success by how well their students perform, but even more so by the questions they ask in the classroom, and their desire to learn more.

In the workplace, seeing your employees test new initiatives, challenge ideas, and ask out-of-the-box questions is a great sign of success! It means that you’ve removed fear from their day-to-days. Curiosity and creativity thrive best in environments where people feel safe to dream big and fail without shame.

The Collaborative Vibe:

A dance instructor measures success by how well their students perform on stage as a cohesive whole, and not just individuals.

Brainpower is always stronger when it’s collective, this is why a team that supports each other and works together harmoniously to achieve goals will produce better results than a team that works in silos. Helping employees form bonds by creating a culture of trust, respect and vulnerability will ensure successful co-creation. Try holding open monthly retrospectives where employees can share their feelings on what worked well and what can be improved upon.

Now go on!
Be awesome.

* https://www.thebalance.com/what-does-a-manager-do-in-the-workplace-1919121
* https://hbr.org/1989/09/general-managers-in-the-middle

The complete guide for new managers

Learn what it really means to be a manager, and how to succeed right out of the gate.

What's in this article
This is some text inside of a div block.

Welcome new managers!

Before we dig in, here’s a glimpse of what to expect.

You’ve just stepped into one of the most significant roles in the workforce because you have the most direct impact on employees — the heart of every organization. Their success and development will all be influenced by your leadership. No pressure, right?

But…We tend to more often speak about what employees need from their managers in order to shine, and not what managers need to help them get there.

That’s why we set up this complete one-stop-shop for new managers like you. Learn how to prepare for the role like a champ and be the leader you’ve always dreamed of being.

You’ve got an incredible opportunity ahead of you, and lots to do. But for now, just sit back, relax and scroll.

P.S. We’ve included lots of helpful tips for you throughout the piece, so keep your eyes peeled.

The complete guide for new managers

A quick snapshot of today’s workforce.

As you prepare to enter the workforce from a new vantage point, we want to give you a little heads up about its current state. Despite the upward trend of companies putting more effort into improving their workplace culture, Gallup reveals that only 33% of the population is currently engaged at work. This means that an astonishing 67% of employees are not engaged in their day-to-day work life.

It’s a problem, but the good news is, there’s a clear way to fix it. And it starts with you.

Our approach to manager training

Leadership – for better or for worse – directly affects the level of engagement and commitment an employee feels towards their organization. In fact, 75% of employees who quit their jobs, quit because of their manager.

So, why is there so little attention given to the critical time when managers lay down the foundation for their leadership? We believe that the lack of attention given to preparing employees for their new role as manager is one reason why engagement has been mounting at such a sluggish pace.

On a more positive note, we believe that if more organizations offer employees the tools, support and resources they need to transition, we can change the outcome.

Leadership training needs to start before the role even begins.

Becoming a first-time manager

There’s more than one way to become a manager. Whether you’re promoted internally or you’re hired as a first-time manager at a new company, the bottom line is that in one moment you’re an employee, and in the next moment you’re a new manager with an entirely different set of responsibilities and challenges.

Meet Mary, she’s a new manager just like you.

Mary was recently the star employee on the marketing team at her organization. Over the course of the past two years, Mary demonstrated a strong skill set and expertise in her trade that set her apart from her colleagues. At Mary’s second annual review, she was promoted to manager for the company’s marketing division. Honoured by the offer and the pay increase, she accepted and is now ready to get started in her new role.

Meet Mary, she’s a new manager just like you.

Mary was recently the star employee on the marketing team at her organization. Over the course of the past two years, Mary demonstrated a strong skill set and expertise in her trade that set her apart from her colleagues. At Mary’s second annual review, she was promoted to manager for the company’s marketing division. Honoured by the offer and the pay increase, she accepted and is now ready to get started in her new role.

Why did Mary get promoted?

Mary’s employers have faith that she will succeed as a manager because she was an outstanding employee.

It seems that after two years of exceptional work, being promoted to manager is the logical next step.

But there’s a glitch.

You can become a great leader if you put the work into it

  • Ask all the questions you need regarding the nature and demands of your role
  • Develop your soft skills & emotional intelligence.
  • Ensure that this is the best type of promotion for you, compared to something lateral.
  • Be certain that you want to lead a team.

The promotion problem

Management is a trade in and of itself and it likewise requires preparation, coaching, and time to get right. Just because Mary was an expert in her field, It doesn’t mean that she’s ready to be a manager.

Being a leader requires a unique skill set, and it’s not for everyone, especially those who do not have the will to learn to lead.

Yet in a snap, Mary is offered a promotion, given a raise, an office, and a team. She quickly realizes that she isn’t sure of what comes next. She has a whole team of people depending on her but no clue what to do! Too ashamed to ask for help or clarification, Mary’s stuck in a rut.

“Do you know how hard it is to be the boss, when you are so out of control! It’s hard to verbalize. It’s the feeling that all of a sudden… it’s the feeling you get when you have a child. On day X minus 1, you still don’t have a child. On day X, all of a sudden you’re a mother or a father and you’re supposed to know everything there is to know about taking care of this kid.”

Mary is not alone in this feeling, and neither are you. In our own survey, we found that 53% of managers said they did not feel like they had an accurate view of what it meant to be a manager when they got started in their role.

But, it doesn’t have to be this way.

We’re going to give you everything you need to set yourself up for success straight out of the gate.

New manager training – How to prepare

Now that we’ve covered the groundwork, let’s dig in.

1. Ok, but what does a manager do?

The Oxford English Dictionary defines a manager as “a person responsible for controlling or administering an organization or group of staff”.

Let’s be honest, this definition just doesn’t cut it.

Being a manager is a complex, relationship-fueled position, and anything human in nature can’t possibly be reduced to one simple and clean definition. One thing that remains consistent across the board is that a manager’s role is ultimately to support and lead their people to be the best they can be. It’s not about the authority, the control or the power. In fact, if you’re in it for the glory or the title, it won’t work out.

{emphasize}

Being a manager is about bringing out the best in people. That’s the bottom line. It’s a selfless, people-first, heart-driven role, and it’s worth every second of the complexity if you’re in it for the right reasons.

{emphasize}

Every company comes with different expectations and with each team there will be a different set of challenges. At a high level, here are some of the main responsibilities of a manager.

High-level responsibilities of a manager*:

  • Develop, support, coach, motivate and reward employees.
  • Plan ahead and evaluate projects and tasks.
  • Define (with employees) clear roles and responsibilities.
  • Establish goals and performance standards.
  • Create a healthy work environment by implementing and maintaining open lines of communication, work systems, policies and procedures.
  • Network and act as a liaison between employees and upper management.

{emphasize}

According to an Officevibe Pulse Survey study, 40% of managers did not receive a clear list of responsibilities when they started.

{emphasize}

2. Transition smoothly from employee to manager.

The most important thing to understand about your role is that it’s changing. It’s not a continuation of your role as independent worker, and it’s not “doing your current role but better”.

Being a manager is an entirely new job.

“Suddenly I realize how much I didn’t know”, is a common lament during this transition, as Michael Watkins suggests. You’ll have a lot to learn, but it should be embraced for the great opportunity that it is.

For Mary, the transition from star employee to manager means a transition from:

Specialist / Doer: As a independent specialist, Mary was deep in the nitty gritty of the action, focused on the details and producing work.

Generalist / Orchestrator: As a manager, she’s out of the production process, focused instead on the bigger picture while coaching employees to reach personal and professional goals.

{emphasize}

Quick tip: How to let go of the details.

Focus on “what” the deliverables are, and by “when” they need to be completed. Leave the details of “how” that gets done up to each person.

{emphasize}

One challenge you might face in this transition is putting a hard stop to your old habits as an individual worker. Your initial instinct might be to jump into the work alongside your team and fix or even redo what they’ve done to reach goals. You’ll quickly realize that this isn’t sustainable. Ultimately, what it means to be a manager is to guide a team to reach goals so they can run autonomously.

The greatest misconception about my new role was my job description. I quickly subjected myself to solving every problem that came my way. Someone is having difficulty learning a new technology? I can teach them. The project scope exceeds the team’s capacity? I can balance the formula. I can now safely say that my job is no longer to fix things, it’s to guide and manage them.– Louis Bridgman, Software Development Manager at SAP

– Louis Bridgman, Software Development Manager at SAP

The complete guide for new managers

Learn what it really means to be a manager, and how to succeed right out of the gate.

Download the guide

3. Get into the manager mindset.

Moving from a “doer” to a “generalist” all requires a considerable shift in your mindset.

As an independent contributor, your focus was your individual performance and success. Being a leader is a role that requires you to put the needs and development of others before your own.

Without bursting your bubble, it’s no longer about you. But that’s the beauty of the job. Watching others grow, learn and succeed because of your leadership will give you a more powerful sense of success than you ever felt as an individual contributor.

Your own success will now be measured by the success of your team and the professional growth of each individual employee.

{emphasize}

Take care of yourself

As the airplane analogy goes, you have to put on your own oxygen mask before helping the person next to you. Meditating and practicing mindfulness are ways to alleviate stress and create clarity.

{emphasize}

Manager Mindsets

Servant leader mindset.

Focus on the needs of others before your own and accept your own success as the success of the team. It’s a bottom-up approach, instead of the traditional top-down. Think helpful guidance instead of commanding delegation.

Embrace differences:
Avoid comparing your employees strengths and weaknesses to your own.

Stay out of it:
Set clear deadlines, but leave the “how” up to your team.

Growth mindset.

Encourage your team to be curious, to learn continuously and reach beyond their limits. This will keep them engaged, creative and producing great results.

Ask, don’t tell:
Ask questions more than giving answers to help employees learn.

Think ahead:
Anticipate challenges, roadblocks and expectations down the line.

Human mindset.

Being a manager does not mean being superhuman. In fact, it’s one of the most human-based roles out there. Be authentic with your team and allow yourself to be vulnerable. The more real you are with them the more real they’ll be with you. That’s when the magic happens.

Listen to your gut:
Your instincts are probably right.

Be patient with yourself:
You’re new to this! Don’t be so hard on yourself, and try to have fun.

4. Don’t be shy, ask for help.

Unfortunately, many companies promote employees to a management role thinking that they’ll “figure it out” because they’ve always been great at everything else. It’s like thinking that because you know how to ride a bike, you’ll have no problem riding a motorcycle. There’s some continuity, yes, but at the base it’s an entirely different task!

So put any ego or fear aside and ask for the clarification and resources you need to start off on the right foot. The more you understand and prep for your role, arming yourself with the gear you need to take off smoothly, the more you and your team will succeed.

Your future self will thank you!

{emphasize}

The new manager checklist:

66% of the managers we surveyed said that they did not receive any training or coaching before starting out as a manager.

  1. Ask for a leadership coach: Becoming a successful leader is not always intuitive. It takes work. If you want to coach a team properly, you need a coach, too.
  2. Find a mentor within the organization: Find another manager you can turn to to discuss the role, what to expect and how to deal with challenges as you run into them. Having a support network is key to your success.
  3. Request a clear list of roles and responsibilities: Use this template and fill it out with your boss and HR so you have clear direction, and then get ready to go through the same exercise with every member of your team.
  4. Find out the current state of the team you’ll be managing: Hold individual interviews with your new employees to learn about everyone’s challenges and work styles before diving in. It’s a great way to individualize your leadership style per employee.

The first month in your new role can be the most important. Download our complete New Manager Checklist to set you and your team up for success.

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Busting the myths of management

Forget everything you think you know about your position. We clear up the most common misconceptions of management, so there are no big surprises.

MYTH #1 Independence vs. Interdependence

Myth: Mary was under the false assumption that becoming a manager meant having more freedom and autonomy to do what she feels is best for the company. She was focused on the privileges and power that come with the title, believing that she would finally “no longer be burdened by the unreasonable demands of others”.

Reality: Becoming a manager actually means having less autonomy than when you were an independent employee because you now have a team and a boss. It’s what we call The Sandwich. Your job is no longer to get your work done autonomously, but to help a whole team reach their goals, while responding to the expectations of upper management. You have to manage both up, and down.

It’s a job that requires Mary to wear many hats. She’s no longer a subordinate, she’s a “subordinate, equal and superior”. She still has a boss, and now she is a boss too. This three-hat-balancing act takes some time to figure out, but the first step in conquering it is knowing to expect it, and understanding that the nature of the job is not as simple as having the final word and giving your approval. Being a manager is a role founded in relationships. Finding the time to balance each one will come with time and experience.

MYTH #2 Control vs. Commitment

Now that you understand that the essence of your job is managing and balancing relationships, let’s look at how to run these relationships successfully.

Myth: Mary was under the misconception that she’d have control over her employees simply because she’s now the boss. But, thinking that employees will listen to her because ‘they have to” is a myth. So too is believing that achieving success in her role means maintaining this control.

Reality: Success isn’t your employees doing what they’re told because they have to. Success is your employees being personally committed to a course of action because they believe in you, and have fully bought into your vision and capability as a leader. The bottom line is that success comes from connection, not delegation, and your credibility as a leader has very little to do with formal authority in the end.

10 ways to earn the trust and respect of your team:

  1. Be transparent with motives and goals.
  2. Demonstrate your character and intention to do the right thing for your team.
  3. Put the team’s needs before your own.
  4. Help employees grow by letting them test, learn and fail without fear.
  5. Trust employees off the bat, don’t make them feel they have to earn it.
  6. Let yourself be vulnerable, and admit to mistakes.
  7. Use inclusive words like “we” to show that you’re part of the team, not above it.
  8. Collect continuous feedback from your team and take action quickly where change is needed.
  9. Be yourself – people respond best to authenticity.
  10. Be open to learning from your team – everyone will have something to teach you!

First impressions are lasting. Ease in to the team humbly by “asking” rather than “telling”. Learn about your employees, let them learn about you, and make it clear that you’re there to be part of the team, not for yourself.

PRO TIP: Earn the trust of each team member by holding regular 1-on-1 meetings. Officevibe is our one on one software that makes planning and running individualized meetings a breeze.

MYTH #3 Hard Skills vs. Soft Skills

Think of hard skills as your technical skills, and soft skills as your human skills.

Myth: Mary is sure that people will trust her direction due to her expertise, because it’s the hard skills and technical ability that will help her find success in her new role.

Reality: Your hard skills will now take a backseat to your soft skills. What matters more is your ability to help your team build up their own expertise – not do the job for them. Employees want to learn and grow, not be saved. In fact, jumping in with your own skills will usually be perceived as micromanaging.

Since the essence of your new manager role is relationship-driven, the skills required to excel as a leader are human-based. To be effective, you need to be open to learning about yourself, your vulnerabilities, emotional strengths and weaknesses. It takes discipline and commitment. If you commit to your own self-learning and nurturing your emotional intelligence (EQ), you’ll build the capacity to help others succeed. Try building your empathy by exercising it in day-to-day situations. For example, consider a point of view different from your own and come up with a strong argument to support it. Even if you don’t change your own perspective, this is a valuable exercise in critical thinking.

The 5 domains of EQ by Daniel Goleman

  1. Self Awareness: Knowing and understanding your emotions
  2. Self-Regulation: Managing your emotions and the ability to think before you act
  3. Internal Motivation: Setting goals and motivating yourself to follow them
  4. Empathy: Recognizing and understanding emotions in others
  5. Social Skills: Building and handling relationships, collaborating and managing conflict

Myth #4: Center Stage vs. Behind the Scenes

Myth: Mary believes that she’ll remain center stage under the spotlight, but even more so now that she’s the boss. She looks forward to receiving more recognition than ever!

Reality: True success for managers comes from stepping out of the spotlight and moving behind the scenes! It means guiding a team from the bottom up and shifting the recognition that you’re used to receiving to others. A great leader is happy to let others shine and understands that their success is found in the reflection of their people’s accomplishments.

Learn more about Officevibe’s employee engagement solution — the trusted sidekick of 50K managers around the globe to learn how their team really feels so they can take action in real-time

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Quick tip: How to recognize your employees

  1. Offer recognition on specific projects or incentives.
  2. Recognize them publicly to expand appreciation and build a positive vibe on the team.
  3. Encourage peer-to-peer recognition to help colleagues build relationships.
  4. Give praise as close to the event as possible to keep it timely and relevant.

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How to measure behind-the-scenes success

It might not always be tangible, but it will always be great.

The Curiosity Factor :

A professor measures their own success by how well their students perform, but even more so by the questions they ask in the classroom, and their desire to learn more.

In the workplace, seeing your employees test new initiatives, challenge ideas, and ask out-of-the-box questions is a great sign of success! It means that you’ve removed fear from their day-to-days. Curiosity and creativity thrive best in environments where people feel safe to dream big and fail without shame.

The Collaborative Vibe:

A dance instructor measures success by how well their students perform on stage as a cohesive whole, and not just individuals.

Brainpower is always stronger when it’s collective, this is why a team that supports each other and works together harmoniously to achieve goals will produce better results than a team that works in silos. Helping employees form bonds by creating a culture of trust, respect and vulnerability will ensure successful co-creation. Try holding open monthly retrospectives where employees can share their feelings on what worked well and what can be improved upon.

Now go on!
Be awesome.

* https://www.thebalance.com/what-does-a-manager-do-in-the-workplace-1919121
* https://hbr.org/1989/09/general-managers-in-the-middle

The complete guide for new managers

Learn what it really means to be a manager, and how to succeed right out of the gate.

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.