Alexandra Levit's Water Cooler Wisdom

5 Boxes to Check for Your First-Time Manager Experience

The first time I was promoted into a managerial position, I closed the door of my fancy new office and held back tears born of fear and Impostor Syndrome. But here’s the thing. I could leave said office, walk down the hall, and get a pep talk from my boss.

In a distributed workforce where you rarely or never see your own manager or direct reports and are often doing the jobs of three people, you may be experiencing the toughest time in recent history for managers.

According to a Gallup survey, depression increased for managers in 2021 despite being unchanged for leaders and ICs, and one in three managers often or always feel burned out.

In my recent column for the Wall Street Journal’s Workplace Report, I spoke with Alyssa Lahar, chief human resources officer for ZoomInfo, a subscription-based database service. Lahar shared that managers often find themselves not at the bottom rung and but also not in positions of influence, which leads to a feeling of powerlessness. “Middle managers tend to be stretched the thinnest, and their work tends to be unseen,” she said.

Especially vulnerable are first-time middle managers, who too often are thrust into new roles without proper guidance, mentorship, or training. Without the in-person management experience to draw from, it’s even  more important that organizations use technology to fill the gaps.

Specifically, they should identify a solution that immerses new managers in the organization’s approach to leadership, performance, engagement and productivity.

Not only should the technology be customizable for the unique needs of the individual manager, but it should also have the capability to flex with evolving business requirements. If you are smartly rethinking your first-time manager offering, here are five elements to consider including.

• Retention: Providing detailed information on new role expectations and team contributions, reducing the uncertainty, frustration, and burnout that leads to attrition.
• Knowledge Transfer: Communicating with key stakeholders to ensure continuous project management and workflow.
• Recruitment: Making the hiring process as seamless as possible so that managers can quickly select and onboard new talent for vacant roles.
• Talent Management: Facilitating consistent and timely performance evaluations for and engagement with direct reports.
• Internal Mobility: Clarifying manager career paths and opportunities for internal movement and transition.

A Futurist's View of the Post-Pandemic Workforce

Given that I wrote a book about the rapid transformation of work as we knew it back in 2018, people often ask me what has surprised me about how human capital is evolving today. As a Workforce Institute Board Member, I’d like to share my topline thoughts, some of which have been derived as the result of quantitative research, and others which came about through engagement with organizations and futurist groups such as the Association of Professional Futurists (APF), the Future Today Institute, the Grey Swan Guild, and the foresight certification program I recently completed with the University of Houston.

The Acceleration of What We Saw Coming

Pandemic or no pandemic, several workforce-related trends were inevitable, including the rise of the gig economy, the contract workforce, internal talent marketplaces, and talent assembly – in which teams are constructed from different types of workers to solve specific problems in hot areas of the business.

We also surmised that organizations would begin to look closely at how human capital quantitatively drives businessvalue; the use of Big Data, analytics, and executive dashboards to determine what is and isn’t working in talent acquisition, learning, scheduling, and performance; the use of artificial intelligence (AI) to combat unconscious bias and measure productivity; and the focus on data quality, integration, and governance.

The shift in the flow of work due to new players like Facebook, Microsoft, and Amazon entering the online collaboration market was expected, as was theincreasing popularity of curated learning content by in-house subject matter experts, personalized course recommendations, and targeted certifications and microcredentialing. Given the technology available today, there is no reason individuals shouldn’t upskill and reskill using all the resources at their disposal, and at their own pace and convenience.

What Has Surprised Me

There have been a few head scratchers along the way. The first involves digital transformation. It is a bit disappointing how, during the pandemic, some organizations have simply slapped in-office processes up online. That was fine for the first six months of the crisis, but now it’s time to move on. One size doesn’t fit all. We must permanently adapt certain processes to be antifragile and an effective mix of high tech, high touch.

Also, with respect to digital transformation, it surprises me that no one is talking about what we’ll do when we are entirely dependent on technology and it breaks, what happens when it gets seriously hacked, what happens when we have bandwidth challenges and access inequity, what happens when there are too many systems and usability and adoption falter, and what data and privacy concerns will arise with increased employee monitoring. In my opinion, these are issues that every company should be closely tracking.

While the labor shortages occurring as a result of demographic shifts like baby boomer retirement and smaller generational cohorts like X and Z were anticipated, organizational attitudes toward post-pandemic employee retention are not. Many companies are currently issuing decrees about exactly when people should return to the office and how and when they should work. After a successful 18-month trial of much greater flexibility, this is not going to fly with top (and increasingly rare) talent, and I fear a “great resignation” is about to take place.

Finally, I’m perplexed that more leaders aren’t acknowledging that they were caught completely off guard by the pandemic and are now engaging in strategic foresight to be adequately prepared for what’s certain to be future disruptions.

While we can’t predict the future, we have a responsibility to look around corners as best we can and plan for a variety of potential scenarios. I look forward to continuing to be part of this process!

This post was originally published on the Workforce Institute blog.

Career Durability: Ensure You Have a Job As Long As You Want One

You might remember that last fall, I helped DeVry University with a survey about workplace sentiment during the COVID-19 pandemic. At a time when employees should be feeling recognized and celebrated, nearly one in four employed Americans said they believed that American workers are not valued. And, more than a third of survey respondents claimed that based on their employer’s actions since the start of the pandemic, they feel disposable.

Were these feelings valid? Could employers actually take or leave employees, not caring if they were successful or unsuccessful, contributing or not contributing, employed with the company or leaving to go somewhere else?

The workforce is changing in major ways. The pandemic sped up a movement from strict scheduling to flexible “work on your own time” engagements. Prior to COVID-19, we were already seeing smart machines and automation as part of daily work, and the tremendous growth of the gig economy.

Taken together, these trends show that the old ways of sustaining a career no longer work. In past decades, you could go to college or a trade school, get a degree, and use the skills associated with that degree to work for one – or maybe a few – organizations over the course of your working life.

That is no longer the case. Jobs – and the skills required for those jobs – are changing rapidly.

In these times, nothing is certain except change, and this is unnerving. In fact, Ceridian’s 2021 Pulse of Talent report, which surveyed more than 5,000 people across five regions, found that 66% of individuals are taking job security into account more now than before the pandemic.

Career durability is a ticket to long-term security

To avoid feeling – and indeed being – disposable, today’s employees need to be the leaders of their own careers. They must build what we call career durability.

Career durability involves acquiring the skills, mindset, and knowledge to be an engaged and productive member of the workforce – continuously. On LinkedIn, I explained career durability as including these five areas:

• Hard skills: skills that allow you to complete tasks in a specific job.
• Soft skills: skills for collaborating effectively with others.
• Applied technology skills: skills that allow you to leverage available technology to do your job better.
• Institutional knowledge: job or industry expertise gained through experience.
• Growth mindset: being willing to improve, learn, and reconsider existing ways of doing things.

For more where this came from, read the full article at the Ceridian Dayforce Wallet blog.

How You Get Paid is a Pretty Critical Job Consideration

When looking for work, we tend to think about certain key factors. Will the job be something I enjoy doing for many hours per day? Will I get along with my coworkers? What’s the salary or hourly rate?

But we might forget about a simple question that can make or break our financial livelihood: How easy or difficult will it be to get paid by my new employer?

Think about what happens when you aren’t paid accurately or on time. You might have to spend a lot of time going back and forth with your employer’s accounting department. You might not be able to make your rent, or you may need to eat into your savings. In other words, “how you get paid” is far more than an administrative detail, and treating the subject as an afterthought is a mistake.

Several years ago, I worked very hard as a birthday party hostess for a new children’s play center. I earned $11 per hour, but when my employer realized I was receiving up to $100 a day in customer tips, they cut my hourly pay by 50%. I wasn’t able to buy a car as planned that year due to the unexpected loss of income, and from that moment forward, I gave a great deal of attention to pay. What is it going to be, how will I get the money, and how can I ensure I fairly receive it?

The next time you apply to a new employer, here are three things to keep in mind.

What is the pay structure – and is it legal?

This is an especially relevant question if you are thinking of working for a small business or startup. Your new employer should have a plan in place for paying employees in accordance with the Equal Employment Opportunity Commission and the Fair Labor Standards Act in the U.S. This means that it must:

• Procure an Employer Identification Number (EIN)
• Ensure new employees file a W-4 form
• Schedule pay periods that correspond to IRS tax withholding
• Have a payroll administration system
• Report payroll taxes regularly
• Have policies in place for overtime, sick and vacation time, and other paid time off (PTO)
• Understand what constitutes an employee versus an independent contractor and is classifying workers correctly

To determine if your target company is a reputable business, check out online databases such as FEIN Search, Dun & Bradstreet, Experian, and Guidestar. For a fee, you can gain access to an organization’s EIN and current financial standing.

Note that if you are applying to a large company with many offices or locations, it’s probably safe to say it checks the right boxes. You should, however, confirm the details with the human resources professional managing your hire.

What are employees saying?

When deciding to take any new job, it’s worthwhile to ask how people in your role today feel about their experience. If at all possible, try to meet these workers during your interview process.

The conversation can be casual, but should include questions like: “What’s a normal day like working here?” “Do you feel your manager values and appreciates you?” And on the topic at hand: “Is getting paid simple and reliable?”

A Glassdoor search is useful in uncovering potential red flags because comments are often published by former employees, and therefore likely to be both honest and informative. Alternatively, take a look at your own network to see if you’re connected to someone who works there (or are connected by a degree of separation) to gather additional intel.

For the rest of the piece, check out the Ceridian Dayforce Wallet blog.

Are You Managing Data Responsibly?

New AI-driven health tracking technologies are being used by organizations to curtail the spread of the coronavirus by monitoring and recording patrons’ and employees’ temperatures and locations to determine whether they may be a high-risk of spreading the disease. With many data-related privacy and ethical questions about this approach still unresolved, businesses looking to reopen in the new normal will have to grapple with whether or not to deploy these technologies and, if they do, how they should go about it.

Technology

At a June 2020 virtual conference about the COVID-influenced economy, futurist Benjamin Pring of IT services consultancy Cognizant spoke about the inevitable rise of surveillance technology by governments and businesses. Much like the aftermath of 9/11, the new security systems implemented during COVID-19 will most likely be here to stay, he said.

One example of the technology he was talking about comes from French "3D semantic camera" company Outsight, who has developed autonomous laser technology that uses factors like bare faces (i.e. without masks), higher-than-average body temperature and proximity to other people to identify “high spread risk” individuals within large crowds. Companies, like real estate management or security firms, can use this technology to streamline safety enforcement in an effort to keep transmission rates low.

And as the Washington Post reported in April 2020, if you enter the City Farmers Market in Atlanta or one of the Wynn Resorts hotels in Las Vegas, you can expect to be discreetly informed if you register as feverish — and may even be asked to leave.

Even in public places that operate on a smaller scale, business owners and managers are deploying thermal “healthcams.” Organizations like pharmacies, banks and restaurants are using solutions like Vivotek, which checks the number of people entering and exiting a facility. The smart camera and analytics system monitors lines and points of entry with more frequent social interaction. Other businesses are using social distancing wristbands that ring when two people stand less than six feet apart. Fitted with Bluetooth, the band tracks the wearer’s physical connection points in case the establishment later needs to track an infection.

Privacy

The biggest concern with this type of surveillance involves informed consent — the responsibility of the organization to make the appropriate efforts to communicate to those being tracked what data is being collected and how it is being processed. Some customers may be uncomfortable with automated systems routinely follow individuals through public places and record their data, and the bigger the crowd, the less likely it is that every customer will understand how they’re being monitored, and the implications of the surveillance.

For the rest of the article, head over to the AMEX Business site.

 

Managing Your Data in the New Normal

Amid social distancing, stringent lockdowns and a second surge of COVID-19 cases, business owners can no longer rely on splashy launch events, mom-and-pop friendliness or a dynamite location to build customer relationships. Today, every business is competing for eyeballs and purchases made on digital channels.

Data-based approaches can help you stand out more effectively.

To successfully stand out, you’ll need to understand data optimization basics, including gathering customer information, responding to real-time feedback and reducing inefficiencies that lose revenue and diminish trust.

Gathering Customer Information

Data optimization commonly refers to collecting all the information at your disposal and maximizing the speed and comprehensiveness with which business-critical information can be extracted and analyzed.

If you have a website, this could be the most sensible place to start data collection. You likely have a handle on how many people are visiting and what pages they’re viewing, but are you using an analytics tool to assess where they are coming from, the content they spend the most time reading, and which page prompts them to leave? Do you know where your most active visitors live, how old they are and what products or services they most frequently purchase? These questions form the foundation of your business, and therefore are critical to your data-optimization efforts.

Feedback forms or emails are essential, but in today’s climate you’ll likely want to be more proactive about seeking out qualitative information about how customers value your offerings and their experience with your organization.

You don’t have to invest in a pricey or unwieldy customer survey to do this. Instead, try pushing a few questions to targeted visitors based on the defining characteristics above. You can also use analytics features embedded in the big four social media platforms (Facebook, Instagram, LinkedIn and Twitter) to ascertain what people are saying and the general sentiment around your brand.

If your customer relationships are rich with engagement points, CRM software can be a wise investment. These tools help monitor your interaction with current and potential customers, leverage data analytics to track customer history and details and suggest data-driven strategies to grow relationships.

For more where this came from, check out the full article at AMEX Business.

Superjobs Are the Roles of the Future

As companies begin to spin back up, leaders are looking to refill the roles they may have had to cut to survive. But many new roles won’t look like the old ones —organizations can structure their workforces to most effectively distribute labor between employees and automation through newly defined roles called “superjobs.”

According to Deloitte’s 2019 Global Human Capital Trends report, superjobs include components of traditional jobs to maximize the strengths of both humans and automated services. When thoughtfully deployed within an organization, superjobs can offload routine work to automaton to free up employees to focus on more strategic, revenue-oriented tasks.

"Calling for both hard and soft skills and cutting across typical departmental silos, superjobs require the flexibility to combine tasks and merge responsibilities as needed," the Deloitte report says.

While Deloitte's research on superjobs mainly focused on large enterprises, the concept is applicable to small and midsize businesses as well. No matter the size of your organization, superjobs can streamline operations in functions like supply chain management, accounting and marketing — really, wherever software exists to supplement human efforts. Indeed, Deloitte's research found that 41 percent of respondents are using automation extensively or across multiple functions. (The survey "polled nearly 10,000 respondents in 119 countries.")

To get started on this path, businesses must undertake an intelligent job design process, flatten their hierarchies to make room for flexible, self-managed teams and boost their arsenal of applied technology skills.

Intelligent Job Design 

Traditional roles are narrower in scope — the tasks an employee performs directly maps to what the employer outlined in the job description.

But automation and algorithms take over the routine and fixed aspects of work, business leaders can free their employees to use their critical thinking and feeling talents on tasks such as like data interpretation, problem solving, empathy, creativity and teamwork.

While you don’t have to throw out all your existing job descriptions, it’s worth looking at your workforce with a broader lens. Consider creating what Deloitte calls a “job canvas” — a more fluid and expansive way of examining the work you need done.

You can launch your canvas, which can be organized by team or individual, by thinking through the following questions:

• What core business problem does this team or individual need to solve?
• What should their outputs or deliverables be?
• What kind of supervision will the team or individual need to accomplish these objectives?
• What technologies can this team or individual use to augment their capabilities? Which tasks related to this business problem are best suited to people, and which should we automate?
• What learning processes can we put in place to target essential skill development for this team or individual?
• How will we measure this team or individual’s success?

Because you are now looking at your workforce at a higher level, you will likely find that your superjobs (or superteams) cross departmental fault lines of HR, IT, finance, sales, etc. Integrating data-driven insights with human intuition will be a central component of all superjobs. Depending on your business, your superjobs might include:

• a “customer experience architect,” who uses sentiment analysis to create stronger real-time engagement;
• a “case synthesizer,” who examines legal precedents mined by an algorithm and handpicks the most impactful ones; or
• a “supply chain effectiveness analyst,” who uses performance data to make recommendations that balance both cost and sustainability.

For more on superjobs, check out the full article on the AMEX Business site.

Becoming a Remote-First Organization

Companies looking to improve their work-from-home (WFH) productivity may want to adopt some of the principles of distributed work.

The most evolved version of work from home, distributed work refers to operations that are remote-first rather than office planned. Companies like WordPress and Zapier have been 100 percent distributed for years, with all of their employees — from their executives to HR to sales and marketing — working from their homes and offices around the globe.

Having entered this situation so suddenly, it's no surprise that many business owners have been winging WFH. But given that working from home and distributed workforces will continue even as we emerge from COVID-19, business owners can use the pandemic as a catalyst to permanently transform work for the better. According to a March 2020 Gartner survey of 317 CFOs, "74 percent of respondents said they will move at least 5 percent of their previously on-site workforce to permanently remote positions post-COVID 19."

Being strategic about distributed work demands a wider lens. Now is the time for businesses to adopt some of the principles of distributed to prepare for a remote-friendly future.

1. Get comfortable with managing remote teams.

To fully realize the benefit of distributed work, small-business owners must get away from a strong preference for employees to work onsite and use company space and equipment at scheduled times. If you only allow remote work in an emergency, you won't have the necessary infrastructure in place to support fully distributed work, and employee access will likely be slow and clunky. 

Being comfortable with distributed work requires trusting your employees. You can cultivate trust by stepping up communication and letting your people know you support them and are giving them the freedom to do their jobs when and how they feel it is most appropriate and effective. 

Boost your comfort level by tracking the productivity of WFH employees during the pandemic. You don't have to use software to record their every keystroke or micromanage their daily tasks — it's more about having a concrete idea of whether employees are achieving their goals as efficiently at home as they did in the office.

When it comes time to ease restrictions, seek employee feedback about an onsite schedule that makes sense. By using a survey tool or individual interviews to collect this information on a broad scale, you may find that some employees are more comfortable with returning to the workplace than others. This can help guide your decision regarding how distributed your post-COVID organization will be.

2. Embrace asynchronous work.

Accepting that closings will be long term, many companies have simply moved in-person activities online. Tools like Microsoft Teams, Zoom and Google Hangouts facilitate real-time meetings. Employees can access share drives, email and company applications remotely, but everyone is largely working the same hours whether they have distractions (e.g. children doing eLearning) or not.

On a recent podcast, Automattic CEO and WordPress founder Matt Mullenweg shared a secret for effective distributed work: a move from synchronous (everyone performs work tasks at the same time) to asynchronous processes (employees work on their own time). For instance, a synchronous process might require people to travel, sit in a meeting room and provide immediate reactions to an idea. An asynchronous process might involve presenting an issue via instant message, prompting team members to think through it in detail and then respond within a predetermined deadline.  

Organizations can shift to asynchronous processes by first evaluating whether set business hours are necessary, and if so, for whom (e.g. customer service staff). Consider how you might change your performance model to evaluate employees on the quality of their contributions rather than the time it took to produce them. For example, an agile performance management system relies on continuous feedback to establish, accomplish and reconfigure goals that align with business needs, and employees are measured on their progress against these goals in real time. 

When you stop relying on synchrony, you have the freedom to source talent across the globe. Think about assembling teams based not on who is geographically proximal, but who is best for the job. This way, you can move operations forward 24 hours a day as employees "pass the baton" to overseas colleagues.

For the rest of the post, head over to the AMEX Business site.

Customer Retention Tools for 2020

Customer retention analytics programs that measure reach and impact can go a long way in helping business owners improve marketing campaigns as well as products and services overall.

They can also help make it easier to cross- and upsell existing customers, and to keep them over the long haul. (As we know, it's far less expensive to retain a customer than to recruit a new one.)

Top Customer Retention Analytics Tools

Fortunately, technology innovation over the last several years has enhanced the cadre of available tools that target customer retention.

Learning about customer retention analytics can help you stretch your marketing dollars and keep your most valuable business.

#1. Optimizely

An A/B test is a customer retention technique that prompts customers to choose what they prefer most about your product, service, website or marketing campaign.

Using a tool like Optimizely, you can rapidly test an A/B hypothesis for every aspect of your offering, allowing you to refine it based on what customers find most appealing or helpful.

Optimizely's features contribute to both the customer retention rate metric and the repeat purchase probability metric, which I describe in more detail below. It offers a variety of pricing arrangements ranging from a few thousand dollars a year for the basic offering to $200K a year for the enterprise plan.

#2. Google Analytics

Many business owners already use Google Analytics for customer retention statistics on their websites, such as traffic numbers and most frequently visited pages. However, a closer look also reveals your most and least popular website pages by time of day, and which customers visit repeatedly.

Google Analytics' basic features are available in the free version, but much larger businesses can take advantage of Google Analytics 360, which costs $150K annually and provides advanced machine learning features that derive sophisticated insights from customer data.

For more where this came from, check out the full piece on the AMEX Business website.

2020 Best Practices in Workforce Management

The global workforce today is anything but static. Both HR professionals and individual managers must continuously adjust employment configurations in response to evolving business conditions and increase their applied technology skills – meaning they understand how to leverage available software to manage their workforces more efficiently. At the same time, 21^st century business developments have mandated a focus on a more sophisticated employee experience that provides meaningful interaction for all types of hires at all stages of the employment lifecycle.

Visiting the KronosWorks annual customer conference to promote The Workforce Institute’s new book, “Being Present: A Practical Guide for Transforming the Employee Experience of Your Frontline Workforce,” I dug more deeply into the specific mechanics of the 2020 hourly workforce and devised these considerations for frontline managers.

Administrative Automation

Timekeeping and scheduling are perhaps the most obvious uses of hourly workforce automation. A target software solution should facilitate tracking, managing, and optimizing employee time (including hours worked, absences, employee preferences such as desired location, job type, and hours, and skills/certifications needed to do the job). Similarly, a scheduling component can improve your ability to forecast accurately, distribute your labor more effectively and minimize mistakes due to human error. Administrative automation can streamline your payroll process to ensure timely and accurate payments, file the appropriate taxes, and minimize compliance risk. It can also simplify your compensation management for greater visibility and governance and help you keep up with Affordable Care Act (ACA) compliance with enhanced benefits administration, reporting, and auditing.

Advanced Analytics and Machine Learning

When analytics capability is organically present in your workforce management solution (as opposed to layering a different solution on top of it), it’s easier and faster to collect consistent and reliable data, create insightful visualizations, and measure progress on goals that matter to the business. And, workforce management software is getting smarter all the time, examining your data through a variety of lenses and making original and proactive recommendations based on what’s happening right now as well as your employees’ preferences.

Systems Integration

While there are certainly enough HR technology vendors to cobble together any sort of configuration you want, I feel it’s essential that a workforce management software integrate closely with all the data sources that feed into and influence it. Therefore, it makes sense that the best solution is housed in the cloud, able to plug into your existing technology infrastructure and use open APIs to extend platform functionality.

Employee Experience Management

Speaking of integrated functionality, your employees will have a more intuitive, less confusing experience if your solution facilitates a consistent process of engagement through recruitment, onboarding, workforce management, learning, payroll, and performance. The talent acquisition piece, including application and candidate relationship management, interview scheduling, offer delivery and negotiation, and pre-start communication is particularly critical since it’s potential hires first glimpse into the tech-savviness of your organization and can absolutely mean the difference between securing the best talent and losing it to a competitor.

Managing a frontline workforce in the 2020s may be a challenge unlike any you’ve faced before, but the good news is, the right tools can reduce the complexity, reduce time to productivity, and help retain the strongest workers longer.