A Penny Saved Is a Penny Earned
The switch to Paylocity enabled Morgan and the rest of the team at C3 to draw outside the lines. Morgan explained that now when a job applicant applies and is selected – their information automatically flows through the new hire paperwork, into onboarding and finally onto payroll. The process integrates seamlessly.
“Now, there is no need to load all the same information manually at each stage,” says Morgan. “Previously, we would have to print new hire packets, and then I would have the new hire sit in my office doing paperwork for hours. Now, the onboarding paperwork is completed a week before they even start.”
Studies show that the employee experience and level of engagement start before their first day. These can be key indicators for employee retention. Having a less manual process on the first day allows a new hire to spend time bonding with his or her new team – putting focus back on learning the company and position. Morgan estimates that this one simplification saves her at least one full week a year, freeing her up to focus more on her accounting work.
Ongoing Performance Management
Saving time connects with C3’s mission to put their employees first. “Communications”, “Integrity”, “Stress Tolerance” and “Sense of Urgency with Results-Driven Focus” are a few of C3’s core competencies. So it’s no surprise that C3’s most given and received Impression is “Sense of Urgency with Results-Driven Focus”. Paylocity’s peer-to-peer recognition tool, Impressions, give employees a way to give virtual kudos to one another. C3 takes its company values to heart, and it has rebranded each Impression within the platform to tie directly with their core attributes that feed into Performance Management.
“People will come to me and say ‘you did a great job,’ and I tell them ‘I take Impressions’,” Morgan laughs. C3 revamped the performance management process this year. Now for the first time, employees have a menu of eight areas to choose which ones they want to be reviewed on – giving some control back to them. “It is really helpful to have it all centralized. I love the ability to have individualized forms and the visibility as an administrator. I can see where everyone is within the review process, which is nice.”
Many organizations are making the shift to ongoing feedback between employees and managers. C3 is no exception. Journals, a two-way record within the Performance Management tool, is one way Morgan’s team keeps track of those ongoing discussions.
“Our department uses Journals for our one-on-one meetings,” Morgan says. “It’s great that these are all in one location, and we can look back and look at history. My supervisor can leave notes, and I can respond right in the same spot. I’ve trained the other departments to use Journals so people can document examples and not forget when the review time comes around.”
Seeing the Bigger Picture
Reporting and data are a large part of both accounting and HR. “When data insights first came out, I spent a few hours exploring the tool and got really excited,” shares Morgan. “I was able to use it most recently when our Director of Finance asked me to pull a turnover report. I was able to hop in and pull out the data in a matter of minutes. Having a visual data breakdown is really nice.”
C3 is fairly unique in the amount of tenured employees it has, and turnover is historically low. However, last spring Bob Cutler, C3's CEO, asked Morgan to revamp the application process. Morgan laughs as she retells the story, “Bob, I don’t need a budget for that. Paylocity already does that for us!”
Morgan was able to set up a different process within the C3 website to allow for a general application link as well as an integration with Emfluence. “Now, I have a list of applicants that we can continually stay in touch with until we have a position that would be a good fit. We have more than 30 people that are on a waiting list, and we send them emails with company updates and new available positions. This is a great way to stay in touch with them until we have something open. It is a big win!”