Explore

Elliptic HiBob implementation plan

A bit about me:

⁠

947cfebe-2f16-42c3-8ebe-9cc436746adc (1).jpeg

⁠

I’ve had a 10 year career in HR/People Teams, starting out in recruitment, before moving into People Operations.

As a fractional PeopleOps Lead at RORA, I bring together my HR, recruitment and Ops experience to help high-growth startups & scaleups build best-in-class People functions.

I’ve supported businesses such as Moonvalley, Poolside Ai & ManyPets improve their end-to-end people processes (onboarding, retention, performance management etc...)

Specific project experience:

I’ve completed 3 successful HiBob implementations across companies from a headcount of 30 to 250 & also have experience ‘re-implementing’ & better integrating HiBob, after poor installations.

Over my career, I’ve also implemented further HRIS such as Zelt, Humaans & have experience using systems such as Lattice& Leapsome. I’ve implemented MDM solutions, as well as identity management such as Okta. I think it’s fair to say I’ve got in depth experience across the HR and Ops tech stack.

Project objective:

To successfully implement HiBob for Elliptic, migrating from BambooHR & Lattice etc.. with a particular focus on the onboarding & performance management set up, to support ramp up in hiring plans.

Approach

Approach

Phase

Key Actions & Deliverables

Questions?

Scoping & process mapping

Hold kick-off session with relevant stakeholders to align on priorities & assess team responsibilities / resource (stakeholder mapping)

Map out current onboarding process, step-by-step (if not already done)

Document performance review process and reporting needs (if not already done)

Set up project plan with my purpose built

HR Tech Agile Tool

⁠

Breaking and Planning

Interrogate existing onboarding process & performance management processes

Break down processes using first principle thinking - identify automation opportunities through HiBob

Plan implementation/assign owners

Prep & data cleanse

(Bamboo > HiBob)

Identify further systems that need to connect

Clean data in Bamboo HR before export

Double check all data integrity once uploaded to HiBob

Move all contracts and ID data into HiBob for a single source of truth

Delete data from other sources (GDPR compliant)

Onboarding

Start to create the onboarding process in HiBob (pre-boarding, day 1 checklist, check-ins)

Test with avatar/fake employee accounts.

Iterate on processes

what is the new hire pipeline?

Performance management

Import past performance reviews, goals etc.. from Lattice

Start building out performance management cadence and templates in HiBob (eg. 360 feedback, goal-frameworks)

Do we have something we’re using right now that we can lift and shift?

What kind of performance management process are we using right now? Do we need to rebuild?

Prep go live + testing

Migrate policies, handbooks etc..

Ensure annual leave policies for workforce is prepped

Add benefits landing page into HiBob with call to actions

Test & use ‘go live checklist’ in Agile template in Notion (configure permissions, key stakeholders test flows)

Ensure team are prepped & trained

Processes are documented

Different policies for different locations?

Company rollout

All employees active on platform

Provide ongoing support if needed to ensure adoption

There are no rows in this table

⁠

Expected Outcomes:

Successful company wide rollout of HiBob

Streamlined onboarding processes using HiBob fit-for-purpose considering future hiring plans

Ideally, implementation mapped to performance review cycles to avoid disruption

Team confidence in new system with well documented processes for future training needs

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.