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HR Insights Review

This assessment offers a structured yet thoughtful overview of how your organization supports its most vital asset: your people.

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It is neither a test nor a compliance audit. Rather, it serves as a practical check-in to help you recognize what's working, identify areas that may need attention, and evaluate how your HR practices reinforce a workplace grounded in mutual trust.

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From onboarding to communication, performance to policy—this review explores the essential elements that shape your employee experience and organizational culture. Whether you're growing your team or refining existing systems, it's a chance to reflect and plan with intention.

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Let's begin—because successful organizations are built on strong, trust-driven people strategies.

Tell Us About Yourself

How many full-time and part-time employees do you have?

Who currently performs the HR and Payroll functions for your company?

How well does your current HR structure support your organizational needs?

How well does your current HR structure support your organizational needs?
We have a clearly defined HR strategy that aligns with our business goals and supports sustained growth.
Our HR structure supports key areas, but some gaps need refinement.
We lack a structured HR framework, making it difficult to sustain and scale the business.

Critical HR Concerns (Rank your top 5)

What are the most critical areas of concern for your organization? (Select all that apply)

Do you have a current Employee Handbook?

Do you have a current Employee Handbook?
Yes, it was updated last year.
Yes, but it has been more than a year since it was reviewed.
No, I'm not sure we need one.

When was the last time you audited your organization's I-9s?

Does your organization have up-to-date job descriptions?

Does your organization have up-to-date job descriptions?
Yes, for all positions.
Yes, for most positions.
Yes, but they are not updated.
No, we do not have job descriptions.
Unsure.

How do you stay current with Federal, State, and Local employment laws?

Compliance Concerns (Select all that apply)

In terms of HR Compliance, what are you concerned about? (Select all that apply)

Employee Training Provided in the Last 12 Months (Select all that apply)

Employee Training Provided in the Last 12 Months (Select all that apply)

How do your Managers/Supervisors provide feedback to their employees? (Select all that apply)

How do your Managers/Supervisors provide feedback to their employees? (Select all that apply)

Do you have a disciplinary policy/process?

Do you have a disciplinary policy/process?
Yes, it is documented in our Employee Handbook, and employees and managers receive training.
Yes, but it is not consistently followed.
No, we do not have a written discipline policy/process.

Do you have a payroll provider?

Do you have a payroll provider?
No.
Not Sure.
Yes:

Do you have a structured staffing plan in place?

Do you have a structured staffing plan in place?
Yes, we have a well-defined process that aligns with business growth.
Somewhat, we plan ahead but don't have a formal structure.
No, we manage staffing reactively based on immediate needs.
Unsure.

Are there clear succession plans for leadership and key roles?

Are there clear succession plans for leadership and key roles?
Yes, we have formal succession planning in place.
We have identified potential successors but lack a structured plan.
No, we have not implemented succession planning.
Unsure.

Bakkegard Consulting 2026

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