Align HCM is a team of human capital management experts dedicated to making their customers’ lives easier. They help large organizations simplify complex HCM processes through a blend of software, strategy, service, and support, removing the stress that often comes with managing people operations.
When their performance review process was still entirely manual, it didn’t match the efficiency they deliver for their clients. They needed a solution that would streamline the cycle, improve the experience for managers and employees, and integrate with the tools their team already used every day. That search led them to Teamflect.
"We were looking for a tool that would help manage our performance cycle which had been completely manual to date. We came across Teamflect and loved the fact that it was fully integrated into Teams."
Barbara Tonelli — Director of Enablement at Align HCM
Before Teamflect, Align HCM’s performance review process was entirely manual, a method that, while functional, was cumbersome, time-intensive, and frustrating for both managers and employees. Transitioning to Teamflect transformed this cycle into a smooth, intuitive workflow, eliminating the logistical headaches of managing reviews through spreadsheets and disconnected documents.
Barbara and her team completed their first full performance cycle in Teamflect and saw an immediate difference: managers had a clear structure, employees could complete self-reviews with ease, and 360-degree feedback was seamlessly gathered in one centralized platform.
"We went through a full performance cycle with Teamflect, which was phenomenal."
That first complete cycle was a better experience for everyone involved. For a remote company like Align HCM, fostering connection and collaboration during reviews is crucial.
"Great experience for both our managers and our employees. We loved having everything centralized."
Teamflect’s centralized hub helped create a shared space where achievements could be recognized, accountability was clear, and conversations between managers and employees became more productive.
"It's really easy and intuitive to implement on your own."
Barbara was able to set up and implement Teamflect without outside help, customizing it to match their workflows from day one. The platform’s intuitive design meant there was no need for drawn-out onboarding or technical setup.
Even so, the Teamflect team offered to provide end-user training. While Barbara didn’t need to take them up on it, having that option available underscored for her, Teamflect's focus on customer success.
"Teamflect also offered to train my end users for me. I was able to do that on my own but the fact that they were willing to jump on a call and train was very much appreciated."
Align HCM’s experience with Teamflect has streamlined performance reviews, removed the bottlenecks of manual processes, and helped reinforce a culture of recognition within their remote team.
With the review cycle running smoothly, Barbara has already rolled out the Goals module to bring even more structure and alignment to the organization’s objectives.
We here at Teamflect are proud to be part of Align HCM's performance management and employee experience journey and we can't wait to see all the other amazing ways they will be using our platform.
.svg)
00:00:00
How did you discover Teamflect?
We were looking for a tool that would help manage our performance cycle, because it had been completely manual to date. We looked at what tools were out there and came across Teamflect. We loved the fact that it was fully integrated with Teams — that was a tool we were trying to enhance the usability of within the organization, and the fact that it was fully integrated was
00:00:38really exciting for us. We pursued learning more about Teamflect, saw all the other modules that were available, and thought, okay, this is what we need. This is going to really help shape our organization and move it forward.
What were you guys doing before Teamflect? Were you using Excel templates and things like that?
Yes, very manual. I was using probably three different tools in the end to get everything I needed. There was a Word document for the self-
00:01:08
assessment, a survey tool to find out who collaborators should be for a 360 review, and Excel for the manager assessment. Very cumbersome. Teamflect brought all of that together and made it such a smooth, streamlined process.
What do you use Teamflect primarily for?
Performance reviews — that's where we started. We became a customer earlier this year and the driver was performance reviews. We went through a full performance cycle,
00:01:44
which was phenomenal. It was so easy having it all online, and a great experience for both our managers and our employees. We loved having everything centralized. It facilitated the self-review, the 360 feedback, and the manager component, so it really streamlined our process and made it a positive experience for everybody. After that, we just recently rolled out both the feedback module and the recognition module — actually just this week — and it's already gaining some great momentum.
00:02:18
So many people are sharing recognitions through the badges, loving the ease of use, and celebrating one another.
What do you think of the customer service and support at Teamflect?
I've talked to them a lot. I've been implementing this myself and it's really easy and intuitive to implement on your own, but of course I've always had some questions or been trying to figure out how to incorporate a specific requirement. And
00:02:49whenever I've logged a support ticket, the turnaround has been fast. Sometimes I'm asking for an enhancement and they'll give me a timeframe on when that might get into the system, but if it's a how-to question, within a day I've got my answer. It's been great.
How was the rollout process in your organization? Was it difficult or easy?
It was very easy. We've done it in phases. The reviews module is probably one of the most robust,
00:03:18
and that's where we started. It was so easy to adjust, there are a lot of great templates already in place, and it was easy to create my own as well. That was a really smooth process. Teamflect also offered to train my end users for me. I was able to do that on my own and incorporate our own internal process and policy into it, but the fact that they were willing to jump on a call and train was very much appreciated. It's been
00:03:49
very simple and intuitive to use.
What are some of the challenges you face day in and day out, and has Teamflect helped with any of those?
Being a remote organization, the sense of collaboration, belonging, and culture can be challenging, because people aren't in an office setting where they can talk and recognize and celebrate one another. Teamflect has helped us in that regard, because we've got this great tool that allows us to easily recognize one another, celebrate achievements, and acknowledge when somebody's
00:04:22
gone above and beyond. The fact that it integrates with Teams and everything is posted to our Teams channel means we can see in real time when people are being recognized, and they can go in and comment. It really just enhances our culture, boosts morale and well-being, and things of that nature. It's been
00:04:55
a really great addition.
Teamflect, build teams that deliver.
.svg)
.svg)
.svg)
.svg)
.svg){kind=small}
.svg){kind=small}
.svg)
