Summary of Professional Services

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

 

Workify Engagement

 Standard Support                      

 Premium 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

    • 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 annum)

    • Generation of stakeholder scorecards (1 demographic group)

  • 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

  • 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: Candidate, New Hire and Exit

Candidate

New Hire

Exit

  • Review and design of candidate 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)

  • 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)

  • 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)

 

Workify Manage 360s

Manager 360 Standard

Manager 360 Premium

Manager 360 Basic Pack: 

  • Manager 360 survey program development

  • Review and design of custom 360 survey

  • Customized feedback and cohort groups

  • Standard advanced analytics dashboard for individual manager reporting

  • Standard 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 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

 

Launch Starter Packs

Standard

Premium

  • Planning session for annual engagement roadmap

  • Review historical, pre-existing survey and complete gap analysis with Workify template

  • Review and design of baseline survey

  • Conduct data model design session: one session

  • Audit initial user data set for accuracy and validity 

  • Complete project management check-ins: kick-off call + 1 huddle meeting

  • Collaborate on employee communications

  • 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

Additional Consulting Packs (Price varies based on scope)

The Workify professional services team can also support you in other ways including consulting packs that cover Data Management, Qualitative Insights, Training (Advanced Analytics Workshop & Global HRBP Workshop), and leveraging Advanced Workify Settings (i.e. System integrations, Branded communications, Language support, etc).