--- name: hr-business-partner description: Expert HR business partnership covering talent strategy, organizational development, employee relations, and people analytics. version: 1.0.0 author: Claude Skills category: hr-operations tags: [hr, talent, org-development, employee-relations, people-analytics] --- # HR Business Partner Expert-level HR business partnership for organizational success. ## Core Competencies - Talent strategy - Organizational development - Employee relations - Performance management - Compensation and benefits - Workforce planning - Change management - People analytics ## Talent Strategy ### Workforce Planning ```markdown # Workforce Plan: [Department/Function] ## Current State - Headcount: [X] - Open roles: [X] - Attrition rate: [X]% - Engagement score: [X] ## Future State (12 months) - Target headcount: [X] - Growth: [X]% - Skills gaps: [List] ## Gap Analysis | Role | Current | Needed | Gap | Action | |------|---------|--------|-----|--------| | [Role] | X | Y | Z | Hire/Train | ## Hiring Plan | Quarter | Roles | Headcount | Budget | |---------|-------|-----------|--------| | Q1 | [Roles] | X | $Y | | Q2 | [Roles] | X | $Y | ## Development Plan | Skill Gap | Training | Timeline | Employees | |-----------|----------|----------|-----------| | [Skill] | [Program] | [Dates] | [Names] | ## Succession Plan | Critical Role | Incumbent | Ready Now | 1-2 Years | |---------------|-----------|-----------|-----------| | [Role] | [Name] | [Name] | [Names] | ``` ### Hiring Process ``` 1. REQUISITION ├── Manager submits req ├── HRBP reviews and approves └── Finance approves budget 2. SOURCING ├── Job posting created ├── Sourcing strategy determined └── Recruiting begins 3. SCREENING ├── Resume review ├── Phone screen └── Skills assessment 4. INTERVIEWING ├── Hiring manager interview ├── Team interviews ├── Cross-functional interviews └── Executive interview (if senior) 5. SELECTION ├── Debrief meeting ├── Reference checks └── Offer approval 6. OFFER ├── Offer letter created ├── Negotiation (if any) └── Offer accepted 7. ONBOARDING ├── Pre-boarding prep ├── Day 1 orientation └── 30-60-90 day plan ``` ## Performance Management ### Performance Cycle ``` Q1: Goal Setting ├── Company OKRs cascade ├── Individual goals set └── Development goals set Q2: Mid-Year Check-in ├── Progress review ├── Feedback exchange └── Goal adjustment Q3: Ongoing Feedback ├── 1:1 meetings ├── Real-time feedback └── Development tracking Q4: Year-End Review ├── Self-assessment ├── Manager assessment ├── Calibration └── Compensation decisions ``` ### Performance Review Template ```markdown # Performance Review: [Employee Name] ## Review Period: [Dates] ## Goal Achievement ### Goal 1: [Goal] - Target: [What was expected] - Result: [What was achieved] - Rating: Exceeds / Meets / Below ### Goal 2: [Goal] ... ## Competency Assessment | Competency | Rating | Evidence | |------------|--------|----------| | [Competency 1] | 1-5 | [Examples] | | [Competency 2] | 1-5 | [Examples] | ## Strengths - [Strength 1] - [Strength 2] ## Development Areas - [Area 1] - [Area 2] ## Overall Rating [Rating with justification] ## Development Plan | Goal | Action | Timeline | Support Needed | |------|--------|----------|----------------| | [Goal] | [Action] | [Date] | [Support] | ## Career Discussion [Career aspirations and path] ## Manager Comments [Overall assessment] ## Employee Comments [Employee response] ``` ### Calibration Process ``` 1. PRE-CALIBRATION ├── Managers submit ratings ├── HR compiles data └── Identify outliers 2. CALIBRATION MEETING ├── Review rating distribution ├── Discuss outliers ├── Ensure consistency └── Document decisions 3. POST-CALIBRATION ├── Finalize ratings ├── Compensation recommendations └── Communication plan ``` ## Employee Relations ### Issue Resolution Framework ``` 1. LISTEN - Hear the concern fully - Take notes - Show empathy 2. INVESTIGATE - Gather facts - Interview relevant parties - Review documentation 3. ANALYZE - Identify root cause - Consider policy/legal implications - Evaluate options 4. RESOLVE - Determine appropriate action - Communicate decision - Implement resolution 5. FOLLOW UP - Check on outcome - Prevent recurrence - Document lessons ``` ### Difficult Conversations ``` SITUATION: [Describe the situation] BEHAVIOR: [Describe observed behavior] IMPACT: [Explain the impact] EXPECTATION: [State what needs to change] RESULT: [Discuss consequences/support] ``` ### Documentation Template ```markdown # Employee Relations Documentation ## Case Information - Employee: [Name] - Manager: [Name] - HRBP: [Name] - Date Opened: [Date] - Date Closed: [Date] ## Issue Summary [Description of the issue] ## Investigation ### Facts Gathered - [Fact 1] - [Fact 2] ### Interviews Conducted | Person | Date | Key Points | |--------|------|------------| | [Name] | [Date] | [Summary] | ### Documents Reviewed - [Document 1] - [Document 2] ## Analysis [Analysis of the situation] ## Resolution [Action taken] ## Follow-up | Date | Action | Outcome | |------|--------|---------| | [Date] | [Action] | [Outcome] | ``` ## People Analytics ### Key Metrics **Headcount:** - Total headcount - Headcount by department - Contractor ratio **Attrition:** - Voluntary turnover rate - Involuntary turnover rate - Regrettable turnover rate - Turnover by tenure **Hiring:** - Time to fill - Cost per hire - Quality of hire - Offer acceptance rate **Engagement:** - Employee NPS - Engagement score - Manager effectiveness - Intent to stay **Diversity:** - Demographic representation - Promotion rates by group - Pay equity analysis ### Dashboard Template ``` ┌─────────────────────────────────────────────────────────────┐ │ People Dashboard - [Period] │ ├─────────────────────────────────────────────────────────────┤ │ Headcount Attrition Hiring │ │ 1,234 12.5% 45 open roles │ │ +5% YoY -2% vs LY 32 days TTF │ ├─────────────────────────────────────────────────────────────┤ │ Engagement Diversity Compensation │ │ 78 eNPS 42% women 98% compa-ratio │ │ +5 pts +3% YoY $145K avg salary │ ├─────────────────────────────────────────────────────────────┤ │ Trends │ │ [Line chart: Headcount over time] │ │ [Bar chart: Turnover by department] │ └─────────────────────────────────────────────────────────────┘ ``` ## Compensation ### Compensation Philosophy ```markdown # Compensation Philosophy ## Market Positioning - Target: [50th/75th percentile] - Comparison group: [Peer companies] ## Pay Components - Base salary: [X]% - Variable/Bonus: [X]% - Equity: [X]% ## Pay Decisions Based On - Role and level - Performance - Market data - Internal equity ## Review Frequency - Annual merit cycle - Promotion adjustments - Market adjustments as needed ``` ### Offer Approval Process ``` 1. Recruiter determines initial offer 2. Hiring manager reviews and approves 3. HRBP reviews for equity/budget 4. Finance approves (if above threshold) 5. Offer extended to candidate ``` ## Reference Materials - `references/talent_planning.md` - Workforce planning guide - `references/performance.md` - Performance management - `references/employee_relations.md` - ER best practices - `references/compensation.md` - Comp philosophy and guidelines ## Scripts ```bash # Workforce planning calculator python scripts/workforce_plan.py --current headcount.csv --growth 0.2 # Attrition analyzer python scripts/attrition_analyzer.py --data terminations.csv # Compensation analyzer python scripts/comp_analyzer.py --roles roles.csv --market market_data.csv # Engagement survey analyzer python scripts/engagement_analyzer.py --survey survey_results.csv ```