Analytics to track wellbeing and performance | Teami

Using Analytics to Track the Wellbeing and Performance of Your Remote Employees

Learn how integrated analytics frameworks can optimize remote employee wellbeing and performance through proactive monitoring and early interventions.

The rise of remote work has brought new challenges for employee wellbeing and performance management. Without face-to-face contact, managers struggle to fully grasp team needs. Feelings of isolation spiral while toxicity festers unseen. Left unaddressed, poor mental health torpedoes productivity and retention. The solution lies in comprehensive analytics. 

This article explores cutting-edge frameworks to track remote employee sentiment, boost engagement, and uncover problems early. You’ll discover real-world examples and data proving the intrinsic link between wellbeing and performance. With proactive, integrated monitoring strategies, leaders can build thriving cultures poised for loyalty, innovation, and sustainable success.

The Impact of Remote Work on Wellbeing

Benefits of Remote Work

The rise of remote work has fundamentally shifted how we think about work-life balance and flexibility. By eliminating the commute and allowing people to work from home, remote jobs give employees more control over their time and environment. Studies show that remote employees report higher job satisfaction and reduced stress levels. The autonomy of remote work enables people to more easily attend to personal responsibilities like doctor's appointments or caring for children. Remote workers also benefit from having the flexibility to take breaks as needed throughout the day to refresh and recharge. This helps boost energy levels and focus. The ability to work during optimal times, like early mornings for night owls, also enhances productivity for remote staff. Overall, remote work promotes better work-life integration and harmony.

Challenges and Negative Impacts

While remote work certainly provides advantages, it also comes with unique difficulties that can negatively impact mental health and wellbeing if not properly addressed. Lack of face-to-face interaction is a common challenge, potentially leading to feelings of isolation, disconnection from the company culture, and burnout over time. Setting clear boundaries between work and personal life can also prove difficult without the physical separation from home and the office. Remote workers may feel pressure to be constantly "on" and responsive to emails or messages outside normal business hours. Staring at screens for prolonged periods without change of environment can cause digital fatigue. The autonomy of remote work requires disciplined time management as well. Without direct oversight, some struggle to stay focused and motivated. Oftentimes, reduced social contact and watercooler chat makes it harder to form workplace bonds and get much needed informal peer support. While remote work certainly provides perks, paying attention to one's wellbeing is essential.

Importance of Monitoring Employee Wellbeing

Statistics and Costs

Neglecting employee wellbeing can have significant costs for organizations. Studies show that depression and anxiety alone cost the global economy $1 trillion per year in lost productivity. In the US, over half of employees report suffering from burnout, leading to increased absenteeism and turnover. Replacing an employee costs on average one-fifth of their salary. With the rise of remote work, monitoring wellbeing is more critical than ever. Loneliness, isolation, and lack of boundaries are common remote work challenges that negatively impact mental health. Employers who fail to support their remote teams risk decreased engagement, retention issues, and reduced output. Proactively monitoring employee wellbeing enables organizations to identify problems early and intervene before they escalate into crises.

Mental Health Research and Insights

Extensive research underscores the vital link between mental health and productivity. A Gallup study across 155 countries found that stressed employees are 63% more likely to take a sick day. Employees with depression miss an average of 5 hours of work per week due to lack of focus. Conversely, happy employees demonstrate higher motivation levels and are 31% more productive. Remote employees especially need support to thrive. A Buffer study showed that loneliness was the biggest struggle for remote workers. Feelings of isolation can quickly spiral into anxiety and depression. Providing personalized mental health resources and regularly checking in on remote team members' wellbeing is essential. With proper monitoring, employers can gain data-driven insights into their workforce's needs and tailor support accordingly. Promoting mental health leads to substantial returns through boosted engagement, innovation, and loyalty.

Tools and Platforms for Tracking

Overview of Tools

With the rise of remote and hybrid work models, organizations are increasingly turning to digital tools and platforms to track employee wellbeing and performance. These solutions provide valuable data and insights to help managers better support their distributed teams. There are a variety of options on the market offering different features and capabilities. When evaluating tools, key aspects to consider include ease of use, data privacy, integration with existing HR systems, real-time monitoring capabilities, and interactive user features. Some popular platforms used by global companies include Culture Amp, Peakon, Glint, Qualtrics, Officevibe, Zugata, and Humu. These tools typically utilize surveys, pulse checks, and feedback to generate analytics on team sentiment, engagement, productivity metrics, and more.

Comparison and Features

While all employee tracking platforms aim to provide actionable data, they can differ significantly in their approach. For example, Qualtrics offers robust customized surveys and analysis while Culture Amp focuses more on continuous performance management. Understanding key differences and specialized features allows organizations to select the best fit for their needs. Areas for comparison include:

  • Data collection methods - surveys, 1-on-1 chatbots, pulse checks, performance ratings

  • Analytics - sentiment analysis, burnout predictors, diversity metrics

  • Integration - syncing with project tools, HRIS, calendars

  • User experience - desktop vs mobile, interactive elements

  • Reporting - custom vs prebuilt reports, data visualizations

  • Support - implementation specialists, change management

The right blend of quantitative and qualitative data paired with predictive analytics empowers managers to identify problems proactively. User-friendly, engaging interfaces also drive higher adoption rates across the organization.

User Testimonials and Experiences

It's important to look at real user experiences when evaluating wellbeing and performance tracking platforms. Software Advice compiled telling testimonials from HR managers using a variety of tools:

  • "The automated pulse surveys in Culture Amp provide me real-time insights into my team. I can instantly see how people are feeling about work."

  • "Hubstaff gives me easy tracking of activity levels paired with random screen shots. Excellent for monitoring remote teams."

  • "We switched from a clunky homemade solution to Scoro. The ability to integrate time sheets, project management, and reporting is a game changer."

  • "I like the intuitive dashboard in Qualtrics with clear data visualizations. Our leadership team can instantly spot trends across regions."

The most successful platforms are ones that managers and employees actually enjoy using rather than treating as a chore. Easy, frequent pulse checks from tools like Teami.io seem most effective at capturing actionable employee sentiment while enhancing a sense of connection. Selecting tools that align both HR needs and user needs leads to maximum adoption and impact.

Wellbeing Analytics

Importance of Wellbeing Metrics

With remote and hybrid work on the rise, forward-thinking companies are leveraging cutting-edge analytics to closely track employee wellbeing and engagement. Wellbeing metrics provide vital insights that enable organizations to pinpoint problematic areas, intervene early, and craft targeted solutions. Studies by Gallup, MIT and OECD have shown the massive business impact of poor employee health, estimating costs upwards of $2 trillion in lost productivity. Other research demonstrates that well-functioning, thriving teams deliver substantially higher customer satisfaction, sales, and profits. This data underscores the imperative for robust analytics that illuminate the mental, physical, and emotional wellbeing of remote staff.

Tracking metrics like stress levels, burnout risk, team connectedness, work-life balance, and overall sentiment and satisfaction provides a holistic picture of an organization's human capital. Armed with specific wellbeing KPIs and benchmarking, companies can spot negative trends, diagnose issues accurately, and take corrective action before crises arise. For example, Cisco utilized employee pulse surveys and AI analytics to identify an increase in reported fatigue during 2020. This enabled targeted policies like meeting-free Fridays and wellbeing days to successfully address burnout risk.

Employee Interviews and Insights

While anonymized surveys and indicator tracking deliver crucial insights, in-depth interviews provide personalized understanding of each employee's wellbeing experience. Regular one-on-one discussions create space for staff to share concerns, surface challenges early, and collaborate on solutions. Interview topics like work-related stress, team cohesion, work-life balance, and mental/physical health allow managers to obtain granular details and stories that surveys alone may miss. Synthesizing interviews with analytics paints a comprehensive picture.

For many employees, the simple act of being heard improves morale and mental health. Netflix's famous Keeper Test embodies this ethos, where managers regularly discuss employee happiness and promptly act if issues arise. Top remote companies like Aha! and Zapier also utilize frequent informal check-ins and early warning systems to gain real-time insights into staff needs. This proactive, personalized approach enables faster responses and interventions for struggling employees before problems escalate. Ultimately, combining rich qualitative insights from discussions with the rigorous clarity of health analytics is key to supporting outstanding remote employee wellbeing.

Performance Analytics

Key Performance Indicators (KPIs)

For remote teams, setting clear goals and monitoring key performance indicators is critical for alignment and productivity. Well-chosen KPIs should tie directly to organizational objectives and provide concrete metrics for evaluating progress. Common indicators like sales numbers, customer satisfaction scores, churn rates, and net promoter scores quantify business health. At the team level, useful KPIs include project delivery rates, velocity metrics, and employee engagement and output levels. Trackable personal KPIs for remote staff can cover areas like tasks completed, lines of code written, sales pipeline growth, or email response times.

The key is choosing a focused set of KPIs that measure what matters most for success. Generic vanity metrics or overly broad indicators deliver little value. Prioritizing a few vital performance metrics - along with employee wellbeing indicators - provides focus for managers and staff. Top remote companies like GitLab emphasize goal setting, tracking, and transparency around OKRs and results. This visibility supports accountability while allowing underperformers to be identified early and offered help.

Success Stories and Industry Benchmarks

Understanding top performers' success strategies provides helpful process benchmarks. A/B testing approaches, reviewing productivity plans, and reverse engineering successful projects yields replicable frameworks. Comparing performance metrics with industry standards also contextualizes results. For example, top enterprise SaaS companies experience net revenue retention rates of 105-120%. Consumer apps average 1-3% monthly user churn. Reviewing sales leaderboards highlights standout approaches. While each company and team differ, analyzing success patterns accelerates growth.

Internally, celebrating team and individual achievements through rewards and recognition nurtures a high-performance culture. Public praise, monetary bonuses, extra time off, peer shoutouts, and rewards for top performers incentivize excellence. At Help Scout, peer bonuses allow team members to reward colleagues with $50-500 for noteworthy contributions. This engenders a cycle of positive reinforcement and motivation. Ultimately, tracking performance must tie to actions that enhance employee engagement, wellbeing and productivity. If used punitively, performance analytics backfire. Combined with strong communication and support, KPI dashboards guide managers in fostering sustainable high achievement.

Integrating Wellbeing and Performance

Holistic Approach to Wellbeing and Performance

More and more, leading organizations recognize that employee wellbeing and performance management are intrinsically connected, and thus require an integrated, holistic strategy that supports the whole employee. Research overwhelmingly shows that people who feel healthy, supported, and engaged in their roles also demonstrate higher motivation, productivity, and loyalty to their company. A holistic approach therefore aims to nurture employees' personal wellness and development in tandem with performance.

This involves aligning wellbeing assessments and resources with performance frameworks using tools like pulse surveys, one-on-one discussions, and coordinated policies that enable flexible work along with clear OKRs. With this integrated strategy, the distinctions between wellbeing and performance begin to blur. Employees' growth on both fronts is reinforced in a positive cycle, leading to a thriving culture. Key to this holistic model is an open, empathetic work environment where staff feel psychologically safe surfacing vulnerabilities before they escalate into crises. When people know their leaders truly care for them as human beings, not just workers, they reciprocate with discretionary effort toward team and organizational success.

Benefits and Challenges of Integration

Studies highlight many measurable benefits from an integrated approach to employee wellbeing and productivity, including increased productivity, higher retention, enhanced innovation, and improved leadership quality. By supporting employees as whole people with customized wellbeing resources, organizations demonstrate that they genuinely care about their people. This fosters strong emotional bonds between staff and leadership.

However, for an integrated strategy to work effectively, alignment and commitment must come from every level of the organization, especially from executives. Challenges can arise if leaders disagree on priorities and supportive policies, if communication around integration efforts is poor or sporadic, if managers lack training on proactive wellbeing discussions, if insufficient investment is provided for the tools, analytics, and resources needed, or if metrics and data overshadow the human factors.

True integration requires dedication to holistically transform organizational culture, not just implement piecemeal programs. Companies must commit leadership focus and adequate funding to the infrastructure enabling new workflows and manager capabilities that integration demands. With proper leadership buy-in, communication, training, investment, and focus on the human element, an integrated approach can yield immense benefits for employee wellbeing, engagement, and productivity.

Expert Opinions and Perspectives

Forward-thinking leaders affirm the growing importance of integrated frameworks to support both employee wellbeing and optimal performance. As EY's Global Wellbeing Leader Carolyn Taylor explains:

“Today's motivated, purpose-driven workforce is looking for more than just a paycheck. Organizations that make employees' total wellbeing a strategic business priority will gain an edge when it comes to talent recruitment, retention and performance.”

Likewise, Forrester VP Sharyn Leaver states:

“The lines separating work and life have blurred dramatically. Supporting employees' holistic wellbeing across both is not just an HR issue, it must be woven into the fabric of how companies operate."

Ultimately, for sustainable results on all fronts, leaders must invest adequately to build cultures centered on trust, care, and nurturing the whole person. This leads to outsized returns in innovation, loyalty, customer satisfaction, and other key performance metrics.

Ethical Considerations

Privacy Concerns in Remote Work

Protecting privacy is paramount, especially when tracking offsite staff. Tools like activity monitoring, random screenshots, and constant surveillance can feel invasive. Employees working from home don't expect the same level of observation as in a traditional office. Overt monitoring without informed consent raises serious ethical issues.

Even well-intentioned tracking through surveys could unearth sensitive mental health or life details employees wish to keep private. Companies must be extremely careful with how they use, store and share any personal data collected. Cybersecurity is also critical to prevent leaks of confidential information.

Ultimately, remote staff are still private citizens in their own homes. Their personal lives, spaces, and choices during non-work hours should remain sovereign. Privacy must be respected.

Ethical Guidelines and Transparency

The key is developing clear ethical guidelines for monitoring and upholding transparency. Managers should explain what data is being collected and how it will be used. Keeping staff informed ensures trust in the process.

Ideally, organizations co-create appropriate monitoring policies with employees through collaborative workshops. This grants autonomy while aligning standards, melding top-down directives with bottom-up input.

Tools themselves should also embed privacy protections and ethical practice safeguards. For example, intelligent chatbots can anonymize sensitive details shared in conversations before reporting insights.

When difficult situations arise around privacy, leaders must make decisions guided by ethics and empathy first, business second. Respecting employees as human beings rather than mere data sources or productivity metrics is foundational. With sound ethical frameworks, remote performance tracking and wellbeing monitoring can benefit all.

Implementation Strategies

Step-by-Step Guide to Implementation

Thoughtfully integrating tools and frameworks to track remote employee wellbeing and performance requires meticulous planning and phased execution. Rather than jumping straight into a full rollout, a step-by-step, test-driven approach is recommended.

First, clearly define the core goals the program aims to achieve, whether boosting productivity through increased visibility or reducing burnout risk through proactive interventions. With goals set, suitable tools like Teami for timesheets or Culture Amp for pulse surveys can be researched and selected based on factors like ease of use, data privacy protocols, and integration capabilities.

Next, design a comprehensive data collection and analysis framework outlining the key metrics, methods, stakeholders and timelines involved. For example, managers may have weekly one-on-one discussions supplemented by monthly anonymous engagement pulse checks.

With strong foundations built, the rollout itself should start small with a pilot program. Communicate details of the pilot clearly across the organization, emphasizing how analytics will ultimately support employee growth and success. During the controlled test phase, gather employee feedback to refine processes and training. Equipping managers to have meaningful check-in conversations and offer personalized support is vital.

Once the pilot successfully demonstrates value, learnings can be incorporated into a phased organization-wide rollout. It is critical to continue monitoring data, employee sentiment and adoption rates during expansion to spot potential issues. Refinements should be ongoing - optimizing tools, updating metrics, expanding training as remote work itself evolves.

Overall, meticulous planning combined with an adaptable, test-driven approach sets programs up for smooth, effective ongoing implementation.

Best Practices and Pitfalls to Avoid

When integrating employee tracking programs, several best practices emerge:

  • Prioritize transparency - Clearly explain why data is collected and how insights will directly support employees.

  • Limit data access - Only allow access to sensitive information for authorized HR staff and managers.

  • Anonymize reporting - Insights presented to leadership should protect employee privacy.

  • Spotlight successes - Along with tackling problems, celebrate teams and individuals doing well.

  • Intervene early - Use data to detect issues early before they escalate into crises.

  • Budget adequately - Proper investment in tools, training and management resources is required.

Meanwhile, common pitfalls to avoid include:

  • Relying too much on technology alone - The human element is vital. Data supports managers but doesn't replace them.

  • Data overload - Monitoring too many disparate factors can reduce focus on the most vital trends.

  • Insufficient change management - Lack of leadership buy-in and training on new practices often derails initiatives.

  • Rigid inflexibility - Be adaptable, continuously improving programs as remote work itself evolves.

Case Studies and Examples

Studying examples of successful analytics implementation provides helpful models:

The telecom giant Telus rolled out a “Connected Well-being” program leveraging AI pulse surveys to assess employee sentiment and proactively deliver customized mental health support resources to at-risk staff.

PwC increased team productivity over 20% by using time tracking data and feedback to optimally match staff strengths to collaborative virtual teams through their Geographically Diverse Teams initiative.

Software firm HubSpot developed a Remote Employee Scorecard using engagement analytics, enabling interventions like an EMEA buddy system to improve remote onboarding based on data-driven insights.

Through interviews and integrated pulse checks, Buffer continually monitors employee connectedness, stress, and work-life balance. Findings inform efforts like limiting meetings and adjusting schedules to enhance workplace wellness.

The most successful companies take an adaptable, phased approach to implementing analytics, fine-tuning over time to maximize value and alignment with their unique culture. With proper planning and communication, the power of data can be ethically harnessed to support the workforce.

Monitoring Strategies: Weekly Check-ins and Questionnaires

Scheduling and Conducting Weekly Check-ins

Regular one-on-one meetings between managers and remote employees provide invaluable touchpoints to nurture engagement and proactively assess wellbeing. Managers should schedule weekly 30-60 minute check-in sessions at consistent times with each team member. While video calls enable more personal connections, phone conversations can work too if needed.

When conducting these check-ins, managers should approach them as two-way dialogues rather than one-sided status reports. Employees should feel comfortable speaking openly and providing candid feedback on their needs. Key areas for discussion include recent wins to celebrate, current challenges or blockers requiring assistance, reflections on progress towards OKRs and goals, and any adjustments needed on project plans. Managers can also use open-ended questions to take the pulse on general employee morale, energy levels, and satisfaction. Each meeting should close with a summary of next steps and sincere appreciation for the employee's time.

Overall, managers must keep check-ins positive and supportive, not approached as interrogations. Demonstrating genuine care for each person's professional growth and wellbeing strengthens trust in the remote environment. These recurring meetings enable managers to gain insights into emerging problems so they can quickly help resolve issues before crises arise. They also provide employees with a sense of stability and human connection vital for engagement.

Designing and Sending Workplace Wellbeing Questionnaires

In addition to one-on-one check-ins, periodically sending anonymous pulse surveys to the entire remote team is an effective way to gain broad insights into company dynamics and employee sentiment. Wellbeing questionnaires help spotlight trends needing attention across different segments of the workforce.

When designing effective questionnaires, it's important to keep them concise at 5-10 questions maximum to encourage participation. Use simple, clear wording that minimizes confusion. Include a mix of rating scale, multiple choice, and open-ended questions to gather key data on stress levels, work-life balance, feelings of connectedness, and general happiness. Allow employees to optionally share demographic data like role, tenure, or location to enable filtering insights by segment.

Wellbeing questionnaires should be distributed at least quarterly, or more frequently if team morale appears low based on informal monitoring. Intelligent platforms like Culture Amp can streamline survey creation, distribution, analysis and reporting. It's critical that leadership clearly communicates the purpose of surveys as improving the employee experience, not surveillance. Managers must compassionately follow up on any red flags raised in feedback. Over-surveying should be avoided to prevent fatigue. Ultimately, questionnaire insights should be used to build a more supportive, inclusive culture. Proactively monitoring morale helps sustain high engagement across distributed teams.

Creating Reports and Benchmarks

Setting Benchmarks for Wellbeing and Performance

Establishing clear, well-defined benchmarks provides crucial guideposts for measuring progress in employee wellbeing and performance. When setting benchmarks, begin by reviewing past internal data trends as well as external industry standards. This contextualizes realistic targets. For example, software teams may benchmark velocity metrics like story point completion rates against norms from agile surveys. Employee turnover and engagement can be compared against LinkedIn’s global talent benchmarks.

Benchmarks should be specific, quantifiable, and time-bound. Rather than a vague goal of “improved wellbeing,” set targets like “reduce employee reported burnout by 10% over 6 months.” Distill the highest priority measures into a focused set of SMART (Specific, Measurable, Achievable, Relevant, Time-bound) key performance indicators. The workplace analytics platform Culture Amp recommends monitoring no more than 1-2 metrics per survey category.

Periodically revisit and adjust benchmarks using accumulated data and changing business conditions. Use early benchmarking cycles to establish baselines. Targets may need refinement over time as capabilities and expectations evolve. With thoughtful goal-setting, benchmarks motivate performance and provide clarity on desired outcomes.

Creating Reports and Understanding Behavior

Transforming raw employee monitoring data into illuminating reports is crucial for extracting behavioral insights. Reports should condense vast data sets into digestible executive summaries, spotlighting major themes, trends, and outliers. Limit reports to 1-2 pages maximum with visualizations like charts to enhance scannability.

When designing analytics reports, segment data cuts by location, role, team, or other filters to reveal variances. Look at trends over time to detect shifts. Use tools like Natural Language Processing to analyze open-ended written survey responses. Maintain strict access controls and anonymization in reporting to protect employee privacy.

Managers must approach reports with nuance, not overreacting to single data points. The highest value comes from synthesizing holistic insights into root issues and employee experiences. For example, a dip in productivity metrics alone may signal an operational process problem, not individual employee fault. Reports inform human conversations and interventions, not replacing them.

With thoughtful analysis grounded in compassion, data reports unlock a multidimensional understanding of team challenges and successes. Over time, increasingly sophisticated benchmarking and reporting provides the clarity and focus needed to continually refine workflows supporting employee wellbeing and optimal performance. Platforms like Qualtrics, Peakon and Culture Amp enable advanced analytics and customizable dashboards to transform employee data into actionable business intelligence. With the right foundations and tools in place, people analytics fuels more tailored, preemptive and effective human capital strategies.

In Summary

The rise of remote work has opened new possibilities for greater autonomy and flexibility. However, without thoughtful care, remote models can also negatively impact employee wellbeing over time. The key is proactively monitoring and supporting mental health through integrated frameworks.

Regular pulse surveys, anonymous questionnaires, and compassionate one-on-one check-ins enable managers to gain granular insights into staff needs. Armed with people analytics, organizations can pinpoint pain points early and intervene with targeted solutions.

Leading companies are realizing that employee wellbeing and optimal performance are intrinsically linked. By taking a holistic, ethically minded approach focused on the whole person, businesses position themselves for immense returns in innovation, loyalty, and productivity.

In the end, outstanding remote work outcomes require investment in the human elements - trust, listening, and genuine care for each individual beyond mere data points. When organizations authentically nurture their people, employees joyfully expend discretionary effort toward collective success. There are no shortcuts, but the rewards of building a thriving culture centered on mutual understanding are truly transformational.

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