hris and lms implementation - lessons learned
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©2019 The Associated General Contractors of America, Inc.
Greg BakerEmployee Development DirectorAnderson Construction
October 10, 2019
HRIS and LMS Implementation -Lessons Learned
Construction HR & Training Professionals Conference
AGENDA
• Introduction/Background
•Platform Selection
•Data Structure & Setup
•Recruiting & Onboarding
•Learning
•Performance
•Demo
•Q&A
WHO IS ANDERSEN CONSTRUCTION?• Mission: Builder of Choice
• Lead & Manage by our Core Values
• Family Owned Company
- 3 Generations of Leadership – 70 years!
• Top 10 Northwest CM/GC
- 2012-2019 revenue growth: $250-$750M
- 850 total employees (1/2 union)
• integrated with CMIC
• Distributed HR model (No HR Dept!)
ANDERSEN DISTRIBUTED HR MODEL
Employee
Recruiting
Regional Emp Development Onboarding
Regional Emp Development
Wellness & Benefits
Wellness & Benefits Manager
Payroll
Corporate Payroll Lead
Performance
Manager
Learning
Manager
Drug & Alcohol and Fleet Driver Programs
Risk Management
Claims Management
Risk Management
Offboarding / Exit Interview
Regional Emp Development
HR/LMS System
HRIS & LMS IMPLEMENTATION
Platform
Selection
Data
Structure
& Setup
Recruiting &
Onboarding
Core HR,
Documents,
PTO
Learning
Performance
Performance
Employee
EngagementPlatform
Selection
PLATFORM SELECTION
Get aligned on:
• What is missing?
• What would success look like?
Key considerations:
• Company culture
• Current platforms (To integrate or not?)
• Current processes (Do they translate?)
• LEAN processes (Can we go paperless?)
• Improve tracking & reporting access
• And obviously… $$$
Lessons Learned
• Align on:
- Management expectations
- Measures of success
• Don’t underestimate effort for:
- Configuration (Get it right the 1st time!)
- Backloading (Cut-over timing)
- Managing the platform
• Employee User Experience
PLATFORM SELECTION CRITERIA
Key considerations:
• System Scope/Functionality
• Integration with other platforms
• Costs:
- Licenses (full/partial)
- Customization
- Maintenance
- Plus your team’s time!
• Employee interaction
- Desk, laptop, pad
- App (IOS/Android)
Lessons Learned
• Dig into functionality/demos
• Data structure/fields setup
• Get it right at the beginning
• Platform integration complexity
• Re-think your processes
• Be open to change
• Internal “Project Manager”
• Not the IT team?
• Apps can be pretty but…
• Have limited functionality
HR/LMS System
HRIS & LMS IMPLEMENTATION
Platform
Selection
Data
Structure
& Setup
Recruiting &
Onboarding
Core HR,
Documents,
PTO
Learning
Performance
Performance
Employee
EngagementPlatform
Selection
DATA STRUCTURE/SETUP CONFIGURATION
Scope clarity:
• Core HR database
• HR Workflow Processes
• Employee Documents “vault”
• HR Help Desk
• Recruiting/Onboarding
• PTO/Absence Tracking
• Performance (Reviews/1:1s/360s/kudos)
• Learning:
• JDs, skills, career paths, classes…
• Succession Planning
Lessons Learned
• Org and Reporting structure for:
• Multiple companies
• Divisions/Regions
• Multiple managers
• Movement between projects/mgrs
• Permissions/roles:
• Who can do and see what?
• Example: Emp vs Payroll Docs
• Masses of backload data
- Active employees only?
- Paper file scanning/upload
• Data integration isn’t simple
HRIS & LMS IMPLEMENTATION
HR/LMS System
Platform
Selection
Data
Structure
& Setup
Recruiting &
Onboarding
Core HR,
Documents,
PTO
Learning
Performance
Performance
Employee
EngagementPlatform
Selection
RECRUITING/ON-BOARDING/OFF-BOARDING
Key considerations:
• Recruiting process management
• Internal recruitment vs external
recruiters
• Application process flow
• Interview scheduling, recording, rating
• Candidate info flow to employee docs
• Automated onboarding workflow to:
• Payroll
• IT
• Wellness & Benefits
• Equipment/Vehicles
Lessons Learned
• Link company career webpage
• Online application process
• Candidate evaluation criteria
• On-Boarding workflow check lists
• Automated I-9 expiration
• Off-Boarding/exit interviews
• Attrition analysis a breeze
HRIS & LMS IMPLEMENTATION
HR/LMS System
Platform
Selection
Data
Structure
& Setup
Recruiting &
Onboarding
Core HR,
Documents,
PTO
Learning
Performance
Performance
Employee
EngagementPlatform
Selection
Career Path Development
JOB ROLES & LEARNING
Best
Delivery
Method
E-
Learning
On The
Job
Job Roles &
Descriptions
Required
Skills &
Competencies
by Job Role
Classroom
Internal
or
External?
Internal
or
External?
LEARNING STRUCTURE
Key considerations:
• Job roles & skills clarity
• Identifying Hi-Potentials
• Delivering the skills:
- Internal (SME) vs External providers
- Classroom vs on-demand E-Learning
- Individual vs Group learning
• Easy access to class Resources
• Accountability to manage/monitor:
- Employee
- Manager
- Mentor
Lessons Learned
• Job Descriptions with Skills
• Required Training by role
• Test in the classroom, convert to
e-Learning where it makes
sense.
• Internal development burden vs
purchasing external content
• Mentor can work (Or not)
• There can be too much training!
CAREER PATH FLOWCHART
EHS (Safety)
Field
Supervision
Operations
Management
Estimating
SAMPLE
LEARNING
MATRIX
Employee Development Training Matrix Key:
X Required O Optional
Rev 2c - Final 08/22/2019 Online "E-Courses" in red Future courses noted in blue text
When Course Hours Px Sr PM PM PE PC Supt FM IT Finance SDS EHS Legal Emp Dev
Onboarding Paperwork 1.0 X X X X X X X X X X X X X
Employee Handbook Acknowledgement 1.0 X X X X X X X X X X X X X
ASIOB 100 - Safety New Hire Orientation 8.0 X X X X X X X X X X X X X
Orientation (includes Core Values, Respectful Workplace, History, Safety, etc.) 4.0 X X X X X X X X X X X X X
SOP Orientation-The Andersen Way (Future) 1.0 X X X X X X X X X X X X X
IT Intro (Computer/Phone/Basics) 1.0 X X X X X X X X X X X X X
IT 101 – Basics (Future) 1.0 X X X X X X X X X X X X X
IT 102 – Security & Awareness (Future) 1.0 X X X X X X X X X X X X X
CMIC 150-E-Time* (If submitting time cards) 1.0 O O O O O O O O O O O O O
Finance/Accounting (Petty Cash/AmEx/Gas Card) 0.5 X X X X X X X X X X X X
Wellness & Benefits (Overview/Enrollment) 1.0 X X X X X X X X X X X X
Marketing (Picture/Resume/Project list/Contacts) 1.0 X X X X X X X X X X X X X
MAP/Emp Dev Intro/Training Plan/PTO processes 1.0 X X X X X X X X X X X X X
Exec/Ops Manager, Supervisor, and Mentor 1:1s meetings 3.0 X X X X X X X X X X X X X
Onboarding Total Hours within 1st week 24.5 24.5 24.5 24.5 24.5 24.5 23 24.5 24.5 24.5 24.5 24.5 24.5
CMIC 101 – JSP Intro 1.0 O O X X X X
CMIC 102 – Job Creation & Subcontract Entry 1.0 O O X X X
CMIC 103 – Contacts 1.0 O O X X X
CMIC 104 – RFIs 1.0 O O X X X O
CMIC 105 – Submittals & Procurement 1.0 O O X X X O
CMIC 106 – Meeting Minutes 1.0 O O X X X
CMIC 107 – Change Management 1.0 O O X X
CMIC 108 – Job Billing 1.0 O O X X X
Scheduling 201 – Primavera Basics (Future) 1.0 O O X X X O
Procore 101 - Project Manager (Core Tools) 1.0 X X X
Procore 102 - Project Manager (Quality & Safety) 2.0 X X X
Procore 103 - Superintendent 3.5 X X
Procore 104 - Project Manager (Project Management) 3.0 X X X
QMP 101 – Introduction (Future) 1.5 X X X X X X X
QMP 102 – Quality Control Tasks (Future) 1.5 X X X
OSHA 30 30.0 X X X X X X X
OSHA 10 10.0 X X X
CPR FA 100 - CPR/First Aid/AED 4.5 O O X X O X X X
Forklift 101 - Forklist Class I, II, IV & V 24.0 X X X
MEWP 100 - Mobile Elevated Work Platforms 4.0 X X X
Fall 100 - Fall Protection 5.0 X X X
CONSP 100 Confined Space Awareness Level 1 4.0 X X X
ASB 140 - Class IV Abestos Worker 4.0 X X X
Silica 300 - Silica for Supervisors 4.5 X X X
Erosion 100 - Erosion & Sedimentation Control Lead 16.0 X X
Predictive Solutions 1.0 X X X X X X X
DISC 101 – Introduction 2.0 X X X X X X X X X X X X X
Lean Bootcamp 101-104 10.0 X X X X X X X
Driver Direct 6.0 O O O X O X X X X
Group New Hire Lunch with EMT/Execs/Dept Dir 1.0 X X X X X X X X X X X X
Training Total Hours within 1st 6 months 45.5 45.5 65.0 69.5 28.5 123.5 105.5 3.0 6.0 19.0 116.0 3.0 13.0 147.5
Annual Smith Driving E-Learning* 1.0 X X X X O X X X X X X X 1.0
OSHA 2055 Cranes in Construction 22.5 X X X
OSHA 2064 Permit Required Confined Space Entry 20.0 X X X
OSHA 3015 Excavation, Trenching, & Soil Mechanics 20.0 X X X
OSHA 3085 Principles of Scaffolding 22.0 X X X
OSHA 3095 Electrical Standards 20.0 X X X
OSHA 3115 Fall Protection 20.0 X X X
EHS Training Total Hours within 1st 3 years 0.0 0.0 0.0 0.0 0.0 124.5 124.5 0.0 0.0 0.0 124.5 0.0 0.0
Operations
With
in fi
rst 3
yea
rs
Corporate Departments
25.5
Total Max.
Hours
9.0
124.5
By e
nd o
f firs
t 6 M
onth
s1s
t wee
k
138.5
COURSE CATALOG
+200 courses loaded
Course Types• Classroom (In person & remote)
• E-Learning (Internal & external SCORM)
• Quiz (Internal)
• Document / Reading Assignment
• Web Link (To external content)
Categories• Safety (EHS)
• Operations
• Leadership & Coaching
• Company Policies
• IT
• Personal Development
Lessons Learned
• Define Courses vs Resources
• Identify content SMEs
• Learn Camtasia & SCORM
• Experiment with delivery
• Jobsite vs main office
• Invest in training space
• Leverage video-conferencing
• Record for Resource Library
Location
• Each Region• Jobsite or Office
• Company-Wide• Video
TRAINING CALENDAR
Key Features
• Easy course scheduling• Course coordinator & instructor listed
• Attendee invitations via Outlook
• Creates Sign-in sheets
• Attendees/no-show tracking
• Posts to employee development plan• Attendee Feedback / Course Rating
Link to Development Plans
• Required courses by job role
• Expiring training “early-warning”
• Pre-approval option
• Annual training hours tracked
Lessons Learned
• Regional owners + corp oversight
• Employee ownership
• External course completion tracking
• Tough to “wean off” Excel
• Work vs home emails + texts?
• Proactive scheduling of needed
courses
HRIS & LMS IMPLEMENTATION
HR/LMS System
Platform
Selection
Data
Structure
& Setup
Recruiting &
Onboarding
Core HR,
Documents,
PTO
Learning
Performance
Performance
Employee
EngagementPlatform
Selection
PERFORMANCE
Scope
• Annual Reviews
• 1:1 Check-ins (monthly)
• Acknowledgements (ACCO-lades)
• 360 Feedback
Key considerations
• Corporate/Regional goal linkage
• Employee goal setting
• Skills Evaluation/Development needs
• Career Path discussions
Lessons Learned
• 2018 Annual Reviews
• 2019 monthly 1:1 check-ins
• Employee directed
• Focused topics
• 360 feedback
• Open-ended questions
• Client/trade contractor feedback
• Provide structure without changing
open-door culture
HRIS/LMS DEMO
October 11, 2019
HRIS and LMS Implementation - Lessons Learned
Greg Baker
Employee Development Director
©2019 The Associated General Contractors of America, Inc.
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Questions?
Construction HR & Training Professionals Conference
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