Summary of Features & Services

THE WORKIFY SOFTWARE INCLUDES THE FOLLOWING ENGAGEMENT FEATURES:

Workify Engagement – Software Features:

  • Access to engagement survey templates: baseline, drill down or eNPS pulse
  • Access to pulse survey / subject specific templates: reward, diversity and inclusion
  • Real-time Reporting 
  • Access to Advanced Analytics and Dashboard functionality (daily refresh)
  • Access to Raw Survey Data in Excel
  • Web Mobile and Email Access to Surveys
  • Custom survey communications 
  • Data integration (manual / one of pre-built integrations)

Our client success model serves as an extension of your team, offering the following support packages:

Workify Engagement – Basic Support

  • Engagement Cycle Support (priced per cycle):
    • Preparation of Executive-level deck:
      • Analysis and insights of quantitative data  
      • Generation of stakeholder scorecards (1 demographic group)
  • Pulse Surveys (as contracted)
    • Preparation of Executive-level deck:
      • Analysis and insights of quantitative data  
  • Workify U / Training
    • One survey management session
    • One advanced analytics training session
    • One data upload training session
    • Unlimited access to online training resources

Workify Engagement – Standard Support

  • Engagement Strategy:
    • Manage and oversee the annual engagement calendar
  • Engagement Cycle Support (priced per cycle):
    • Review and design of baseline survey
    • Review and quality assurance of employee data
    • Upload of employee user meta data 
    • Ability to update data dimensions post survey launch (1 dimension update per survey)
    • Custom survey communication 
    • Management of survey process (build, launch, reminders, etc)
    • Preparation of Executive-level deck:
      • Analysis and insights of quantitative data  
      • Analysis and summarization of qualitative data
    • Executive insights walkthrough (1 per cycle)
    • Generation of stakeholder scorecards (2 demographic groups)
  • Pulse Surveys (as contracted)
    • Preparation of Executive-level deck:
      • Analysis and insights of quantitative data  
      • Analysis and summarization of qualitative data
  • Workify U / Training
    • One survey management session
    • One advanced analytics training session
    • One data upload training session
    • Unlimited access to online training resources

WORKIFY EXPERIENCE: NEW HIRE AND EXIT

The Workify Software includes the following Experience features:

  • Access to candidate survey template
  • Creation of survey template / survey pack
  • One touch On Demand deployment of lifecycle surveys
  • Access to Advanced Analytics and Dashboard functionality (daily refresh)
  • Access to Raw Survey Data in Excel
  • Mobile Web and Email Access to Surveys
  • Custom survey communications 
  • Data integration (manual / one of pre-built integrations)

 

New Hire / Onboarding:

  • Review and design of new hire survey
  • Creation of survey template / survey pack
  • Training on On Demand survey launch functionality
  • Semi-annual analytics pack 
  • Training (one session per item):
    • On Demand survey management
    • Advanced analytics
    • Data management
    • Online training resources (unlimited)

Exit:

  • Access to exit survey template
  • Review and design of exit survey
  • Creation of survey template / survey pack
  • Training on On Demand survey launch functionality
  • Semi-annual analytics pack 
  • Training (one session per item):
    • On Demand survey management
    • Advanced analytics
    • Data management
    • Online training resources (unlimited)

MANAGER 360

Manager 360

  • Access to 360 survey template
  • Creation of survey template / survey pack
  • Assignment of feedback and reviewer groups
  • Web, Mobile and Email Access to Surveys
  • Access to Advanced Analytics and Dashboard functionality (daily refresh)
  • Access to Raw Survey Data in Excel
  • Web Mobile and Email Access to Surveys
  • Custom survey communications 

Manager 360 Premium

  • Manager 360 survey program development
  • Access to 360 survey template
  • Review and design of custom 360 survey
  • Customized feedback and cohort groups
  • Custom advanced analytics dashboard for individual manager reporting
  • Custom advanced analytics for aggregate manager reporting
  • Segregated Manager self-assessment and reviewer group reporting
  • Develop 360 scorecards 
  • Training (one session per item):
  • On Demand survey management
  • Advanced analytics
  • Data management

Manager 360 Basic Pack: 

  • Standard advanced analytics dashboard for individual manager reporting
  • Standard advanced analytics for aggregate manager reporting
  • Training (one session per item):
    • On Demand survey management
    • Advanced analytics
    • Data management

 

Workify Conversations

  • Anonymous conversation tool for employees to submit real-time feedback
  • Administrative access to respond to anonymous suggestions 
  • Simple workflow for managing suggestions
  • Ability for end users to use Workify Conversations via SMS

LAUNCH STARTER PACKS:

Tier 1

  • Planning session for annual engagement roadmap
  • Conduct data model design session: one session
  • Complete project management check-ins: kick-off call + 1 huddle meeting

Tier 2

  • Planning session for annual engagement roadmap
  • Review historical, pre-existing survey and complete gap analysis with Workify template
  • Review and design of baseline survey
  • Complete data model design session: two sessions
  • Audit initial user data set for accuracy and validity
  • Complete project management check-ins: kick-off call + 3 huddle meetings
  • Collaborate on employee communications

CONSULTING PACKS (BASED ON SCOPE):

  • Data Management Pack
  • Qualitative Insights Pack
  • Training Packs
  • Advanced Analytics Workshop
  • Global HRBP Workshop

Advanced Settings

  • System integrations
  • Branded communications 
  • Language support

Technical Support

  • Technical support is available for the term of your agreement according to our current support plans and tiers.

ARCHIVE:

Workify Engagement

  • Engagement Surveys: Baseline, Drill Down and eNPS Pulse
  • Pulse Surveys
  • Annual Compensation and Benefits Survey
  • Real-time Reporting and Advanced Analytics
  • Access to Raw Survey Data in Excel
  • Web, Mobile and Email Access to Surveys

Workify Experience (Candidate, New Hire, & Exit)

  • Lifecycle Surveys: Candidate, New Hire, and Exit
  • Real-time Reporting and Advanced Analytics
  • Access to Raw Survey Data in Excel
  • Web, Mobile and Email Access to Surveys

Workify Conversations

  • Anonymous Conversation Tool for Employees to Submit Real-Time Feedback
  • Administrative Access to Respond to Anonymous Suggestions 
  • Simple Workflow for Managing Suggestions

Workify Manager 360’s

  • Manager 360 Survey Program Development
  • Customized Feedback and Cohort Groups
  • Fully Integrated Custom Advanced Analytics Dashboard for Individual Manager Reporting
  • Fully Integrated Custom Advanced Analytics for Aggregate Manager Reporting
  • Web, Mobile and Email Access to Surveys

Workify SMS

  • Ability to send surveys via SMS
  • Ability for end users to use Workify Conversations via SMS

Technical Support

  • Technical support is available for the term of your agreement according to our current support plans and tiers.

SUMMARY OF PROFESSIONAL SERVICES

Workify Basic Engagement Cycle Services

  • Survey Design
  • Data Mgt
  • Survey launch and communications 
  • Insights refers to Workify’s high-touch approach to support you in survey design, understanding your quantitative data, and intaking action. Workify will have one of Workify’s engagement experts review your data, make recommendations, and provide you with an executive summary report that you can share with your leadership team. An engagement cycle is defined as a baseline survey followed by a drill down survey. You may run additional engagement cycles, and other engagement surveys (integration surveys, stay surveys, etc.) that do not include Workify Insights. You will still have full access to advanced analytics to support your own analysis and action planning. Workify Insights is only available for English language surveys and must be used within the contract period. 

Workify Premium Engagement Cycle Services

  • Survey Design
  • Data Mgt
  • Survey launch and communications 
  • Insights includes everything in Basic Insights and additionally includes a review and analysis of quantitative and qualitative feedback by your Workify engagement expert. Qualitative analysis is available for English language surveys. The final report and recommendations will be reviewed via a one-hour meeting with your Workify engagement expert.

Launch Starter Packs

They are available according to the start and end date outlined in each Order. It includes best-practices consulting, data management and integration support, advanced analytics dashboard customization, and creative services for branded communications. 

Consulting Packs:

  • TBD

Manager 360 Basic Pack:

  • TBD

Manager 360 Premium Pack

  • Segregated Manager Self-Assessment and Reviewer Group Reporting
  • Customized questions 

FUTURE OPTIONS:

Future Service Options:

  • Survey management post launch
  • Training sessions / workshops
  • Executive insights walkthrough

Future Product Options:

  • Single Sign On (Future)
  • White-labeled instance (future)