Step 1 of 6

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Your company and what you need

Start here. If you only finish this step, we'll still know enough to point you in the right direction.

Company name *

Please enter your company name.

Your name *

Please enter a contact name.

Title / role

Email address *

Please enter a valid email address (e.g. name@company.com).

Industry

Number of employees

What's going on

What HR need is on your mind right now?

Who handles HR today?

No one really owns it Owner or office manager Part-time HR person Full-time HR person or team

How urgent is it? (1 = planning ahead, 10 = on fire)

5

1 — Planning ahead 10 — On fire

Step 2 of 6

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Your current setup

Who you already work with. This tells us where we'd fit in and, just as important, where we wouldn't.

Skip anything you're not sure about — we can cover it on the call.

Locations / states of operation

Payroll provider

HR system (if any)

Benefits broker & system

Do you currently use a PEO?

Yes No Not sure

Do you have a unionized workforce?

Yes No

How does HR actually get handled day to day?

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Compliance and policies

Nobody has all of this buttoned up. Honest answers here are what make the read at the end useful.

This stays between us. Your answers go only to Innovative Outsourcing's HR team. We don't share them with Perfect Benefits, and nothing you write here creates a legal record.

Is your HR compliance up to date? (employee files, I-9s, documented issues)

Yes Mostly No Not sure

Do you have an employee handbook?

Yes No Outdated

Do you have up-to-date job descriptions?

Yes Some No

Anything time-sensitive we should know about?

What HR tools or processes are in place today?

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Your people

Retention, benefits and culture — the three things owners feel before they can measure them.

Skip anything you're not sure about.

How has turnover been over the last 12 months?

Low, people stay About average Higher than we'd like Not sure

Do your current benefits help you attract and keep the people you want?

Yes Somewhat No Not sure

How satisfied are you with your benefits package overall?

Very satisfied Satisfied Neutral Dissatisfied

Anything in your benefits that needs updating?

Describe your culture and what you care about most.

If we asked your employees what it's like to work here, what would they say?

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What's ahead

Where you're headed matters more than where you are. It decides what kind of HR support actually fits.

Skip anything you're not sure about.

What would you like HR to look like six to twelve months from now?

Any big changes coming? Hiring, layoffs, a sale, an acquisition, new locations?

Have you had any HR legal issues? (EEOC complaint, wage dispute, claim)

Step 6 of 6

Last step

Where would you want help first?

Pick anything that stands out. You can change your mind when we talk — this just tells us where to start.

Anything else we should know?

We couldn't send that. Your answers are still here — try again in a moment. If it keeps failing, email info@innovative-outsourcing.com and we'll pick it up from there.

Your company and what you need

Your current setup

Compliance and policies

Your people

What's ahead

Where would you want help first?

Your HR foundation, at a glance

Questions about any of this?

HR Recruiting Candidate Portal