【HR术语】什么是绩效管理？（What is performance management?）
什么是绩效管理？
绩效管理是一种跟踪专业人员工作绩效和发展其技能的方法，以便他们为实现部门和公司目标做出有效贡献。
绩效管理包括三个阶段，鼓励个人提高绩效水平：
规划。制定和衡量与公司目标一致的个人目标，以便人力资源部门评估专业人员的改进情况。
签到。管理人员和团队成员应定期会面，就需要改进的地方和进展情况进行双向交流。
回顾。全年频繁的签到为管理人员和专业人员进行季度或半年度绩效审查做好准备。这些会议有助于管理者准确评估员工的进步、成就和绩效。
绩效管理的常见步骤
设定期望值。绩效管理首先要为员工设定明确、具体和可衡量的期望。这包括确定工作角色、职责和绩效目标。
持续反馈。定期反馈对专业成长和发展至关重要。这就需要管理者与团队成员不断沟通，讨论进展情况，解决疑虑，并提供指导。及时的反馈可确保员工做出必要的调整，以达到绩效预期。
绩效评估。定期绩效评估是绩效管理的重要组成部分。在这些评估中，团队成员的表现将根据既定的期望值进行评估。
专业发展。人力资源领导和管理人员可与个人贡献者合作制定发展计划，其中可能包括培训、指导和额外职责，以提高技能和能力。
表彰和奖励。表彰和奖励出色的绩效可以保持员工的积极性和参与度。
绩效管理为何重要？
通过持续的纠正性反馈，为专业人员提供切实可行的方法来提高他们的工作绩效，从而增强他们在发展过程中的能力。计划周密、标准化的绩效管理方法可以提高：
留住人才。绩效管理为员工创造了更令人满意的工作体验，并以积极的方式向他们提出挑战--让他们全身心投入工作，从而提高留任率。
员工参与度。当专业人员看到自己的努力得到认可和奖励时，他们就会更加投入工作，对工作和组织更加尽心尽力。
生产力。明确的绩效预期和定期反馈可提高个人和组织的生产力，从而增加收入。
实施绩效管理战略，鼓励个人取得更多成就，做出更大贡献，可以提高他们的自主性和积极性。
人力资源领导者如何才能建立有效的绩效管理？
人力资源领导者可以利用以下绩效管理最佳实践，帮助个人提高技能，发展事业：
确定一个框架。确定一种绩效管理方法，既能实现相关目标，又能准确适应被评估的个人职位。例如，人力资源部门可以实施 360 度审查来衡量人员的发展，同时使用目标管理（MBO）来评估主管的成就。
采取积极的方法。以善意和换位思考的态度对待员工，为激励员工积极成长的检查打下基础。管理者不应给专业人员留下一堆无益的负面反馈，而应明确期望，指导个人如何进步。
培训管理者。管理人员是确保绩效管理取得成功的关键人物。他们与团队成员互动的方式既可以激励他们提升绩效，也可以打击他们的士气，让他们泄气。教育管理人员如何指导员工，可以对参与度和工作效率产生积极影响。
始终如一。员工与经理之间的例行检查能让双方保持联系。小范围的非正式会议可以让专业人员随时了解自己的工作表现： 当季度绩效考核来临时，他们可以随时消化收到的反馈。
跟踪绩效管理指标
关注适当的指标可以更容易地跟踪绩效管理策略的影响。需要监控的关键员工绩效指标包括：
工作效率。衡量一个人在一定时间内能完成多少工作，可以说明哪些方面可以得到奖励，哪些方面还有改进的余地。
每名员工的收入。计算专业人员在特定时间段内创造了多少收入，可以更准确地反映他们的绩效。
错误。如果某个团队成员犯了大量错误，工作质量受到影响，这可能表明他们在努力工作，需要更多的培训和支持。
旷工。衡量专业人员缺勤的频率和时间，可以显示他们对团队和工作效率的影响。
加班。这是管理绩效的一个重要指标，因为它可以帮助雇主防止组织内出现职业倦怠。如果某人的工作时间经常超过其标准工作时间，这可能表明他们有太多的事情要做，或者他们感到有很大的压力要超额完成任务。
绩效管理工具
有多种工具可帮助人力资源领导者和组织有效管理绩效：
360度反馈软件。这类软件可以收集同事、经理和组织其他成员对专业人员的反馈意见，从而全面了解他们的绩效。
绩效评估软件。这些平台可帮助管理人员自动进行绩效评估、设定目标并跟踪专业人员的进展情况。
学习管理系统（LMS）。当一个人难以达到最佳表现时，他们可能需要额外的培训来支持他们。LMS 平台是提供培训和发展计划的绝佳工具，可以提高他们的技能。
员工表彰软件。工作中的表彰会极大地影响员工的工作表现。员工表彰软件可以轻松建立一种文化，对持续达到或超过绩效预期的员工给予认可和激励。
绩效管理如何改善公司文化？
绩效管理系统能够激发员工的潜能，是公司成功的核心要素。定期为员工提供鼓励、支持和指导，能让他们成为公司中乐于奉献、蓬勃发展的一员。因此，这些参与其中的专业人员有助于建立健康、繁荣的工作文化。
以下为文章原文：
What is performance management?
Performance management is a method of tracking professionals’ work performance and developing their skills so they can contribute effectively toward department and company goals.
Performance management involves three phases that encourage individuals to improve their performance level:
Planning. Establishing and measuring individual goals that also align with company objectives allows HR to assess a professional’s improvements.
Check-in. Managers and team members should meet regularly to engage in two-way conversations about areas for improvement and progress.
Review. Frequent check-ins throughout the year prepare managers and professionals for quarterly or biannual performance reviews. These meetings help managers accurately assess people’s progress, achievements, and performance.
Common steps in performance management
Setting expectations. Performance management begins with establishing clear, specific, and measurable expectations for your people. This involves defining job roles, responsibilities, and performance goals.
Continuous feedback. Regular feedback is essential for professional growth and development. This entails ongoing communication between managers and team members to discuss progress, address concerns, and offer guidance. Timely feedback ensures that people can make the necessary adjustments to meet performance expectations.
Performance evaluation. Regular performance evaluations are an important part of performance management. During these evaluations, team members are assessed based on their performance against the established expectations.
Professional development. HR leaders and managers can collaborate with individual contributors to create development plans—which may include training, mentoring, and additional responsibilities—to enhance skills and competencies.
Recognition and rewards. Recognizing and rewarding exceptional performance maintains people’s motivation and engagement.
Why is performance management important?
Providing professionals with practical ways to better their work performance through consistent, corrective feedback empowers them during their development journey. A well-planned, standardized approach to performance management can increase:
Retention. Performance management creates a more satisfying work experience for people and challenges them in a positive way—keeping them engrossed in their work and boosting retention.
Employee engagement. When professionals see that their efforts are recognized and rewarded, they become more engaged and committed to their work and the organization.
Productivity. Clear performance expectations and regular feedback improve individual as well as organizational productivity, increasing revenue.
Implementing a performance management strategy that encourages individuals to achieve more and increase their contributions can foster their autonomy and motivation.
What can HR leaders do to establish effective performance management?
HR leaders can use the following performance management best practices to help individuals sharpen their skills and develop their careers:
Decide on a framework. Identify a performance management method that addresses relevant goals and accurately fits the individual positions under evaluation. For example, HR may implement a 360-degree review to gauge personnel development while using management by objectives (MBO) to assess supervisors’ achievements.
Take a positive approach. Treating people with goodwill and empathy sets the groundwork for check-ins that can inspire positive growth. Rather than leaving a professional with a load of unhelpful, negative feedback, managers should clarify expectations and coach individuals on how to progress.
Train managers. Managers are the key players in ensuring successful performance management. The way they interact with team members can either inspire them to elevate their performance or demoralize and deflate them. Educating managers to coach their people can positively impact engagement and productivity.
Be consistent. Routine employee-manager check-ins enable both parties to maintain a connection. Bite-sized, informal meetings allow professionals to keep a finger on the pulse of their work performance: When the quarterly performance review rolls around, they can readily digest the feedback they receive.
Tracking performance management metrics
Keeping an eye on the appropriate metrics can make it easier to track the impact of a performance management strategy. Key employee performance metrics to monitor include:
Work efficiency. Measuring how much work a person can complete within a certain period of time can indicate what can be rewarded and where there’s room for improvement.
Revenue per employee. Calculating how much revenue a professional generates within a particular time period can give a more accurate picture of their performance.
Errors. If a team member is committing a large number of errors and the quality of their work is suffering, it can be a sign that they’re struggling and need more training and support.
Absenteeism. Measuring how often and for how long a professional is absent from work can demonstrate their impact on a team and their productivity.
Overtime. This is an important metric for managing performance as it can help employers prevent burnout within their organization. If someone regularly works more than their standard hours it can indicate that they have too much to do or that they feel a lot of pressure to overachieve.
Performance management tools
There are a variety of tools available to help HR leaders and organizations manage performance effectively:
360-degree feedback software. This type of software gathers feedback on professionals from their colleagues, managers, and other members of the organization to provide a comprehensive view of their performance.
Performance appraisal software. These platforms help managers automate performance evaluations, set goals, and track the progress of professionals.
Learning management systems (LMS). When a person is struggling to perform at their best, they may need additional training to support them. LMS platforms are an excellent tool for delivering training and development programs that can enhance their skills.
Employee recognition software. Recognition at work can strongly influence people’s performance. Employee recognition software makes it easy to establish a culture that acknowledges and incentivizes people who consistently meet or exceed performance expectations.
How does performance management improve company culture?
A performance management system that empowers people to reach their potential is a core component of company success. Providing individuals with regular encouragement, support, and direction enables them to become contributing, thriving members of the company. As a result, these engaged professionals can help build a healthy, flourishing work culture.
员工参与度
2024年02月29日
员工参与度
【HR术语】什么是人力分析？（What is people analytics?）
什么是人力分析？
人力分析是一种以数据为导向的方法，旨在改进有关团队成员和客户的业务决策。人力分析并不完全依赖直觉或传闻经验，而是为人力资源领导者提供全面的数据，以做出有据可依的战略决策。
人力分析整合了人力资源信息系统软件，以收集和检查大量信息，预测趋势，并提供与员工生命周期不同阶段相关的宝贵见解。人力分析也被称为人才分析，公司利用人力分析将合适的人才匹配到合适的岗位上。
人力分析为何重要？
人力分析可对数据进行评估，以加强以下方面的工作：
招聘和录用
入职培训
劳动力规划
薪酬实践
留住人才
绩效
生产力
参与
不仅仅是人力资源部门，所有部门都开始采用人才分析功能。这种转变预示着人力资源自动化程度的提高： 人力资源领导者必须做好迎接这些变化的准备，以提供最新、准确的结果。
利用人力资源自动化工具，人力资源领导者可以做出明智的决策，提升员工体验，促进公司目标的实现。在竞争激烈、不进则退的市场中，人力资源领导者必须表现出灵活性，不断适应工作场所的创新。
人力分析实例
人力资源中的人力分析包括员工生命周期的各个方面。人力分析的例子包括:
流失预测。这包括分析历史数据，找出导致团队成员流失的模式和因素，使您有能力预测哪些员工有离职风险。
招聘优化。人力分析有助于改进招聘方法，以吸引和留住顶尖人才。
绩效分析。这包括评估关键绩效指标（KPI）、目标实现情况和能力评估等绩效数据，以获得有助于识别高绩效人才及其成功因素的见解。
员工参与度。调查数据和情感分析有助于深入了解员工满意度、敬业度以及影响因素。这些信息有助于组织设计提高员工敬业度的措施，并创造更加积极的工作环境。
学习与发展。分析可追踪培训成果、技能掌握情况以及教育计划带来的绩效提升，帮助您优化与业务目标相一致的培训投资。
关键人员分析指标
早期离职率。该指标指的是在公司工作第一年内离职的人员比例。它有助于评估留住人才的努力。
缺勤率。这衡量的是一个人意外缺勤的频率，无论是由于疾病、压力还是其他个人原因。团队成员缺勤率高，说明对工作场所不满意。
参与度得分。这些分数反映了员工对工作和整个组织的投入程度和满意度。
绩效评级。根据预定指标和目标对个人或团队的绩效进行评估。
每次招聘成本。评估招聘流程的总成本，包括广告、面试和入职成本。
如何利用人力分析做出决策
人力资源人力分析的有效性取决于将从数据中获得的见解付诸行动。以下步骤将帮助您为组织做出清晰、明智的决策：
确定目标。明确概述您打算利用人力分析来应对的具体组织挑战。
收集数据。从人力资源信息系统（HRIS）或人力资源管理系统（HCM）、绩效考核、调查及其他来源收集相关数据。
分析。采用统计方法、可视化工具或人力分析平台，从收集的数据中得出有意义的见解。
识别模式。从数据中寻找相关性和趋势，从而深入了解员工行为和组织面临挑战的原因。
做出明智决策。利用从数据中收集到的洞察力，做出有据可依的决策，帮助组织实现其目标。
人力分析仪表盘
人力分析仪表盘是关键人力资源指标和数据的可视化呈现。它提供的关键信息一目了然，如离职率、参与度评分、绩效数据和招聘统计数据。
仪表盘使人力资源领导和管理人员能够跟踪和了解劳动力指标，从而轻松做出明智的决策。用户友好、信息丰富的仪表盘可让利益相关者迅速访问和解释重要数据，而无需完全依赖 IT 部门或分析师。
如何成功实施人才分析系统
将人才分析纳入多个部门需要人力资源领导者挺身而出，指导他人完成这项新举措。人力资源领导者可以通过实施这些做法来支持人员分析的整合：
以身作则。展示对人才分析的熟练程度，或至少是对人才分析的理解，可以让人力资源领导者有效地使用人才分析，并在其他人学习的过程中为他们树立榜样。
观察。人力资源领导者可以确定其组织目前进行的数据收集水平，并注意公司目前使用的数据分析方法，如数据收集技术和类别，以及哪些人力资源领导者对数据负责。
向所有人力资源专业人员介绍人力分析。为所有人力资源人员提供人员分析 "基础培训"，可以提高他们对系统的认识。让人力资源专业人员熟悉人员分析，可以增强他们的能力，同时将这种方法融入公司文化和思维模式。
培训分析团队。教育人力分析专家如何阅读和仔细检查数据、警惕不准确的数据并做出基于数据的决策，这一点非常重要。这些人力资源专业人员决定着人才分析系统的有效性。
注意潜在隐患。公司可以利用人力资源信息系统平台简化、过滤数据，并以易于理解的方式将数据呈现给管理人员。另一个需要注意的挑战是通过数据加密和遵守诚实、公平和透明的政策来保护员工的隐私。
人力分析与人力资源分析
专业人士会交替使用 "人员分析 "和 "人力资源分析 "这两个术语。然而，两者之间是有区别的：
人力资源分析侧重于利用人力资源部门的数据来了解和管理员工。它深入研究团队成员的个人行为、绩效和参与度，旨在优化员工生命周期中的各种人力资源流程。
虽然人员分析也使用人力资源数据，但其关注点超出了这一范围，而是扩展到整个组织中更广泛的数据源，如整体业务绩效、财务、市场营销和销售。它收集更广泛的数据，以获得更深入的见解，为战略决策提供依据。
人力分析趋势
企业接受人员分析的程度以及使用人员分析的方式正在发生变化：
关注员工体验。现在的趋势是改善员工的整体旅程，强调健康和富有成效的远程工作体验等方面。
合乎道德的数据使用。随着人们对数据隐私的日益关注，数据使用的道德考量以及保持数据收集和分析的透明度将受到更多重视。
平台整合。人员分析工具将整合来自企业不同软件和应用程序的数据，从而更容易从单一来源获得所有必要的见解。
多样性、公平性和包容性。人们越来越重视利用人员分析来提高组织内部的多样性、公平性和包容性，而且这种情况只会继续增加。
人工智能集成。人力分析平台开始整合人工智能驱动的工具，以简化数据分析，并从复杂的数据集中获得更深入的见解。
人力分析如何改善企业文化？
人力分析为人力资源领导者、经理和高管提供数据支持，使员工绩效与公司目标保持一致。对这些数据进行有效评估并采取行动，有助于制定有效的招聘和培训策略、提高员工参与度，进而促进公司文化的发展。
以下为文章原文：
What is people analytics?
People analytics is a data-driven method that aims to improve business decisions regarding team members and customers. Rather than solely relying on instinct or anecdotal experience, people analytics provides HR leaders with comprehensive data to make evidence-based, strategic decisions.
People analytics integrates HRIS software to assemble and examine extensive information, predict trends, and provide valuable insights relating to the different stages of the employee lifecycle. Also known as talent analytics, companies use people analytics to match the right talent to appropriate roles.
Why is people analytics important?
People analytics assesses data to enhance the following areas:
Recruiting and hiring
Onboarding
Workforce planning
Compensation practices
Retention
Performance
Productivity
Engagement
Talent analytics is a function that all departments, not just HR, are beginning to adopt. This is a transformation that heralds an increase in HR automation: HR leaders must be ready to embrace these changes to deliver up-to-date, accurate results.
Leveraging HR automation tools enables HR leaders to make informed decisions that elevate the employee experience and promote company objectives. In a competitive, sink-or-swim market, HR leaders must demonstrate agility as they continuously adapt to innovations within the workplace.
Examples of people analytics
People analytics in HR encompasses various aspects of the employee lifecycle. Examples of people analytics include:
Attrition prediction. This involves analyzing historical data to identify patterns and factors leading to team member turnover, giving you the ability to predict which of your people are at risk of leaving.
Recruitment optimization. People analytics can help with refining recruitment approaches to attract and retain top talent.
Performance analysis. This involves evaluating performance data such as key performance indicators (KPIs), goal achievement, and competency assessments to gain insights that aid in identifying high-performing individuals along with the factors that contribute to their success.
Employee engagement. Survey data and sentiment analysis provide insights into employee satisfaction, engagement levels, and the factors influencing them. This information helps organizations design initiatives to improve engagement and create a more positive work environment.
Learning and development. Analytics can track training outcomes, skill acquisition, and performance improvements resulting from educational programs, helping you optimize training investments that align with business goals.
Key people analytics metrics
Early turnover rate. This metric refers to the percentage of people leaving within the first year of working at a company. It helps with assessing retention efforts.
Absence rate. This measures how often a person is unexpectedly absent from work, whether that’s due to sickness, stress, or other personal circumstances. A high absence rate among team members can indicate dissatisfaction in the workplace.
Engagement scores. These capture how committed and satisfied people are about their work and the organization as a whole.
Performance ratings. These evaluate individual or team performance against predefined metrics and goals.
Cost per hire. This assesses the total expenses of the hiring process, including advertising, interviewing, and onboarding costs.
How to use people analytics to make decisions
The effectiveness of HR people analytics depends on putting the insights gleaned from data into action. The steps below will help you make clear and knowledgeable decisions for your organization:
Define objectives. Clearly outline the specific organizational challenges you aim to address using people analytics.
Data collection. Gather relevant data from your HRIS or HCM, performance reviews, surveys, and other sources.
Analysis. Employ statistical methods, visualization tools, or a people analytics platform to draw meaningful insights from the collected data.
Identify patterns. Look for correlations and trends in the data that offer insights into workforce behaviors and the causes of your organization’s challenges.
Make informed decisions. Use the insights you’ve gathered from the data to make evidence-based decisions that help your organization reach its objectives.
People analytics dashboard
A people analytics dashboard is a visual representation of key HR metrics and data. It provides critical information at a glance, such as turnover rates, engagement scores, performance data, and recruitment statistics.
A dashboard empowers HR leaders and managers to track and understand workforce metrics so they can easily make informed decisions. A user-friendly and informative dashboard allows stakeholders to access and interpret essential data swiftly without having to rely exclusively on an IT department or analyst.
How to successfully implement a people analytics system
Incorporating talent analytics into multiple departments demands that HR leaders step up to guide others through this new initiative. HR leaders can support the integration of people analytics by implementing these practices:
Lead by example. Demonstrating proficiency in, or at least an understanding of, people analytics allows HR leaders to use it effectively and set an example for others as they learn the ropes.
Observe. HR leaders can identify the level of data collection they currently conduct at their organization and take note of the prevailing data analysis methods the company uses, e.g., data collection techniques and categories and which HR leaders are accountable for the data.
Introduce all HR professionals to people analytics. Providing people analytics “basic training” for all HR personnel will improve their knowledge of the system. Acquainting HR professionals with people analytics empowers them while infusing this method into the company culture and mindset.
Train the analytics team. It’s important to educate people analytics specialists on how to read and scrutinize data, watch out for inaccurate data, and make data-informed decisions. These HR professionals determine the effectiveness of the talent analytics system.
Be aware of potential pitfalls. Companies can use an HRIS platform to simplify, filter, and present the data in a digestible manner to managers. Another challenge to be mindful of is the essential protection of people’s privacy through data encryption and adherence to an honest, fair, and transparent policy.
People analytics vs HR analytics
Professionals use the terms “people analytics” and “HR analytics” interchangeably. However, there’s a difference between the two:
HR analytics focuses on leveraging the HR department’s data to understand and manage the workforce. It delves into individual team members’ behaviors, performance, and engagement, aiming to optimize various HR processes across the employee lifecycle.
While people analytics also uses HR data, its focus extends beyond this to wider data sources across the organization, such as overall business performance, finance, marketing, and sales. It gathers a broader spectrum of data to gain deeper insights that inform strategic decisions.
People analytics trends
The extent to which organizations embrace people analytics and the ways they use it are already changing:
Focus on employee experience. There’s a shift toward improving the overall employee journey, emphasizing aspects like wellness and productive remote work experiences.
Ethical data use. With the increased concern around data privacy, there’ll be greater emphasis on ethical considerations around data usage and maintaining transparency in data collection and analysis.
Platform integration. People analytics tools will integrate data from an organization’s different software and apps to make it easier to get all the necessary insights from a single source.
Diversity, equity, and inclusion. There’s a greater focus on using people analytics to improve diversity, equity, and inclusion within organizations and this will only continue to grow.
AI integration. People analytics platforms are starting to integrate AI-driven tools to streamline data analysis and derive deeper insights from complex data sets.
How can people analytics improve company culture?
People analytics provides HR leaders, managers, and executives with data to support the alignment of employee performance with company objectives. Effectively assessing and acting on this data contributes to effective hiring and training tactics, employee engagement, and in turn, a robust company culture.
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