Setting Up Employee Engagement Tools
Overview
This workshop will teach you different methods to engage with your employees using Employment Hero. You’ll learn how to set up your company values, use the company feed, and send out surveys.
Step-by-Step Guide
Introduction (00:00)
Let’s look at ways you can engage your employees using Employment Hero such as recognising employees, making announcements, surveys and issuing Hero Points.
Posting a Shout Out or Announcement (01:40)
Here’s how to view or add to your Company Feed:
- Access the homepage of your webpage or mobile app.
- The Company Feed will be the first thing your employees see.
- To post a shout-out or announcement, select “Shout out and Recognise Your Peers”.
- Choose the appropriate option that you would like to post.
- Use the text box to write your announcement or shout out. You can use the @ symbol to mention somebody specifically.
- Choose who should see this announcement.
- You can also add attachments such as photos or documents if needed.
Once you post a shout out or announcement, your employees will receive an email notification, and if they have the Swag app, they will also receive a push notification on their phone.
Here are some tips on how to use this feature effectively:
- Use this feature to keep your staff informed.
- Create a space for peer-to-peer recognition.
- Encourage employees to interact with each other by commenting or liking posts.
- Make the posts visually engaging by adding photos or videos.
Happiness Surveys (02:38)
The Employee Happiness Survey feature allows employees to rate their happiness out of 10 and provide a comment on why you gave this rating. This data is anonymous, and there is no way for your organisation to identify who wrote each response.
To activate your Employee Happiness Survey, please follow these simple steps:
- Navigate to the Engagement section and select Happiness Surveys
- Click on “Send Now” to activate the survey. Once activated, the survey will be live on your employee’s webpage and mobile app for one week.
- If you need to customise the survey, select the cog in the top right-hand corner to choose further settings. Here you can choose which date you would like the survey to be sent out and how long you would like it to be visible for.
- If you are a Premium or Platinum subscriber, you can choose to have your Employee Happiness Survey available on a loop. In this case, you can decide the frequency you would like it to be available, such as weekly, fortnightly, monthly, or quarterly.
By using the Employee Happiness Survey feature, you can gain valuable insights into your employee’s happiness and satisfaction levels. This information can help you to make informed decisions to improve employee engagement, motivation, and retention.
To report on the responses from your happiness survey, please follow these simple steps:
- Navigate to the Engagement section and select Happiness Surveys.
- Use the dropdown menu to select the Happiness Survey time period you hope to report on.
- If you are a Premium or Platinum subscriber you will have the option to reply to your employees comments in this section.
Survey Feature Subscription Breakdown (04:23)
Employee surveys are a set of questions you ask your team and are a great way to gain insight into employee engagement and experience within your organisation. You can design employee surveys to measure your employees’ thoughts, opinions, and feelings within your workplace and use these insights to build a stronger workplace culture.
Feature | Standard | Premium | Platinum |
Use Employment Hero Surveys | ✔ | ✔ | ✔ |
Archive Surveys | ✔ | ✔ | ✔ |
Un-archived Surveys | ✔ | ✔ | ✔ |
Make Adjustments to EH Templates | ✔ | ✔ | |
Create Custom Surveys | ✔ | ✔ | |
Schedule Surveys | ✔ | ✔ | ✔ |
Customise Survey Recipients | ✔ | ✔ | |
Choose to be Anonymous/Non-Anonymous | ✔ | ||
Create Survey Templates | ✔ |
Create an Employment Hero Survey Template (05:16)
You can create your first survey by selecting:
- Navigate to the Engagement section.
- Select Custom Surveys.
- Select the Templates tab.
- Choose the survey template you wish to use.
- Select Next to share this with your employees.
Premium/Platinum: Create a Custom Survey (06:06)
As a Premium or Platinum subscriber, you can create a custom survey by selecting:
- Navigate to the Engagement section and select Custom Surveys.
- Click on New Custom Survey to get started.
- Title your survey and add the relevant questions that you want to ask your employees.
- Choose whether you want the responses to be free text or multiple choice.
- Select the dates you would like the survey to be shared, who you want to share it with, and whether the responses should be anonymous.
- Click on Publish to send out the survey to your employees. They will receive an email notification to complete the survey.
- If this is a recurring survey, you can clone it to use again in the future.
Hero Points & Discounts (06:58)
As an employee using Employment Hero in Australia, you and your team have access to discounts every day through our Benefits section.
As an admin, you can take your employees’ savings one step further by issuing Hero Points to celebrate milestones or recognise an employee for a job well done.
Using Hero Points is a great way to show your employees that their hard work is appreciated, and to provide them with additional incentives to perform at their best.
Company Values (08:02)
At Employment Hero, we believe that it’s important for organisations to define their company values. Your company values are a set of principles that guide the actions and decisions of everyone in the organisation. It sets the standard of behaviours, attitudes and beliefs that your company aims to uphold.
To set up your company values on Employment Hero, follow these steps:
- Click on Settings in the left-hand menu.
- Under General Settings, select Company Values.
- You can choose to use our template values or add your own by clicking on the Add Value button.
- Upload an icon that represents your value.
- Enter a summary of your company value in the text box provided.
- Click Save.
Your company values will be visible to your employees when they select Company Values in their Employment Hero account.
Recognition Settings (09:03)
To add Hero Points to employee recognition, follow these steps:
- Click on Settings in the left-hand menu.
- Select Recognition Settings.
- Click on Get Started and review your Company Goals.
- Choose who should approve future employee recognition: admin/owners, managers of the recognised employee, or a specific employee in your business.
- Toggle the switch to “on” to enable rewarding employees with Hero Points.
- Enter the amount of Hero Points you want to give per recognition.
- Finally, turn on the option “allow employee recognition to be turned on” to enable employees to recognise their peers and earn Hero Points.
By following these steps, you can incentivise and reward employees who embody your company values and achieve outstanding performance.
Recognising a Teammate (09:53)
To recognise a teammate, follow these steps:
- Click the Shout Out and Recognise your Peers button on your homepage.
- Click the Recognise a Teammate button.
- You and your employees will then complete the following fields:
- Who would you like to recognise?
- Choose company value.
- Reason.
- All staff will then be able to read, comment and emoji react to the recognition on their company feed.
Milestone Notification Settings (10:17)
To make sure you never miss an opportunity to recognize your employees’ milestones such as birthdays or work anniversaries, you can customise your notifications in Employment Hero.
Follow these steps to get started:
- Select Settings from the main menu.
- Choose Email Settings from the drop-down menu.
- Scroll down to Reminders.
- Select either Birthdays and/or Work Anniversary and choose who you want to be notified.
- Choose when you want them to receive this email reminder.
- If you want to add multiple reminders, click on Add a Reminder and repeat the process.
With these notifications set up, you’ll never forget to celebrate important milestones and show your employees that you appreciate their hard work and dedication.
Premium/Platinum: Rewarding Milestones (10:52)
To set up the Milestone feature and ensure that your employees receive Hero Points to celebrate their birthdays and work anniversaries, please follow these steps:
- Select Settings from the main menu.
- Choose Email Settings from the drop-down menu.
- Turn on Birthdays, Work Anniversaries or both.
- Choose the dollar amount you would like employees to receive and save your changes.
Please note that the Milestone feature is driven by the employees’ date of birth and start date. Therefore, it’s important to ensure that your employee data is accurate and up-to-date to ensure that milestones appear at the correct time.
When your employees reach their milestone, they will receive an email notification, and the Hero Points will be added to their account automatically. They can then use the Hero Points to purchase discounted products and services through the Employment Hero platform.
Hero Point Balance (11:39)
To keep your Hero Point balance topped up, you can purchase Hero Points in the Employment Hero platform. Here’s how:
- Go to Benefits from the main menu and select Hero Points.
- Click on Purchase Now.
- Select the amount of Hero Points you wish to purchase.
- Enter your payment details and click on Next to proceed.
- Review your purchase and click on Confirm and Pay to complete the transaction.
Once the transaction is complete, the Hero Points will be added to your account balance and you can distribute them to your employees as rewards or recognition.
Remember to keep track of your Hero Point balance and replenish it regularly to ensure that you have enough to reward your employees when they achieve their milestones or perform exceptionally well.
Recommended Reports
Employment Hero has built-in reports to help you keep track of your shout-outs, recognitions and Hero Points. To access these reports, follow these steps:
- Select Reports
- Choose the type of report you want to run (e.g. Recognition Report, Shoutout Report, Hero Point Report).
- Select the date range you want to include in the report.
These reports will give you insights into how often recognitions and shoutouts are being given, who is giving them, and who is receiving them.
The Hero Point report will show you how much Hero Points have been distributed and who has received them.
Please note that these reports may not be available until you have actually used the relevant feature in Employment Hero (i.e. given a recognition or shoutout, or distributed Hero Points).
Checklist
- Create your Company Values (optional)
- Enable Recognition Settings (optional)
- Enable Reward Settings (if applicable)
- Purchase Hero Points (optional)
FAQs
When a Recognition Award is approved, will it be displayed in the company feed?
Yes, the employee recognition will only show in your company feed once it has been approved by the designated approver. If the recognition is rejected, it will not be visible on the company feed.
Can I approve Shout-Outs before they are displayed on the company feed?
No, Shout-Outs are informal recognitions and don’t go through an approval process. When a Shout-Out is submitted, it is displayed immediately on the company feed.
Is there an expiration date for Hero Points?
There is no expiration date for Hero Points. However, employees will need to use their Hero Points before leaving an organisation as they are non-transferable.
Can employees still purchase items from the Discounts store without Hero Points?
Yes, your employees can use a credit card to purchase items from the Discounts store.
Are custom surveys anonymous?
Custom Surveys can be set as anonymous if you are on a platinum subscription. Please note that you will need at least 5 participants in the survey for it to be anonymous, and receive at least 5 responses before you can view the responses.
Can I send an employee Hero Points without adding a recognition to the company feed?
Yes! You can send your employees Hero Points ad-hoc by selecting:
- Benefits
- Hero Points Management
- Send Hero Points
You can choose who you would like to receive Hero Points and how much they should receive. You can also add a description to let your employees know why they’re receiving these Hero Points.