hr-business-partner

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Original

English
🇨🇳

Translation

Chinese

HR Business Partner

人力资源业务合作伙伴

Expert-level HR business partnership for organizational success.
面向组织成功的专业级人力资源业务合作伙伴服务。

Core Competencies

核心能力

  • Talent strategy
  • Organizational development
  • Employee relations
  • Performance management
  • Compensation and benefits
  • Workforce planning
  • Change management
  • People analytics
  • 人才战略
  • 组织发展
  • 员工关系
  • 绩效管理
  • 薪酬福利
  • 劳动力规划
  • 变革管理
  • 人员分析

Talent Strategy

人才战略

Workforce Planning

劳动力规划

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Workforce Plan: [Department/Function]

Workforce Plan: [Department/Function]

Current State

Current State

  • Headcount: [X]
  • Open roles: [X]
  • Attrition rate: [X]%
  • Engagement score: [X]
  • Headcount: [X]
  • Open roles: [X]
  • Attrition rate: [X]%
  • Engagement score: [X]

Future State (12 months)

Future State (12 months)

  • Target headcount: [X]
  • Growth: [X]%
  • Skills gaps: [List]
  • Target headcount: [X]
  • Growth: [X]%
  • Skills gaps: [List]

Gap Analysis

Gap Analysis

RoleCurrentNeededGapAction
[Role]XYZHire/Train
RoleCurrentNeededGapAction
[Role]XYZHire/Train

Hiring Plan

Hiring Plan

QuarterRolesHeadcountBudget
Q1[Roles]X$Y
Q2[Roles]X$Y
QuarterRolesHeadcountBudget
Q1[Roles]X$Y
Q2[Roles]X$Y

Development Plan

Development Plan

Skill GapTrainingTimelineEmployees
[Skill][Program][Dates][Names]
Skill GapTrainingTimelineEmployees
[Skill][Program][Dates][Names]

Succession Plan

Succession Plan

Critical RoleIncumbentReady Now1-2 Years
[Role][Name][Name][Names]
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Critical RoleIncumbentReady Now1-2 Years
[Role][Name][Name][Names]
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Hiring Process

招聘流程

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
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

绩效管理

Performance Cycle

绩效周期

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
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

绩效评估模板

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Performance Review: [Employee Name]

Performance Review: [Employee Name]

Review Period: [Dates]

Review Period: [Dates]

Goal Achievement

Goal Achievement

Goal 1: [Goal]

Goal 1: [Goal]

  • Target: [What was expected]
  • Result: [What was achieved]
  • Rating: Exceeds / Meets / Below
  • Target: [What was expected]
  • Result: [What was achieved]
  • Rating: Exceeds / Meets / Below

Goal 2: [Goal]

Goal 2: [Goal]

...
...

Competency Assessment

Competency Assessment

CompetencyRatingEvidence
[Competency 1]1-5[Examples]
[Competency 2]1-5[Examples]
CompetencyRatingEvidence
[Competency 1]1-5[Examples]
[Competency 2]1-5[Examples]

Strengths

Strengths

  • [Strength 1]
  • [Strength 2]
  • [Strength 1]
  • [Strength 2]

Development Areas

Development Areas

  • [Area 1]
  • [Area 2]
  • [Area 1]
  • [Area 2]

Overall Rating

Overall Rating

[Rating with justification]
[Rating with justification]

Development Plan

Development Plan

GoalActionTimelineSupport Needed
[Goal][Action][Date][Support]
GoalActionTimelineSupport Needed
[Goal][Action][Date][Support]

Career Discussion

Career Discussion

[Career aspirations and path]
[Career aspirations and path]

Manager Comments

Manager Comments

[Overall assessment]
[Overall assessment]

Employee Comments

Employee Comments

[Employee response]
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[Employee response]
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Calibration Process

校准流程

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
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

员工关系

Issue Resolution Framework

问题解决框架

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
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

艰难对话

SITUATION: [Describe the situation]
BEHAVIOR: [Describe observed behavior]
IMPACT: [Explain the impact]
EXPECTATION: [State what needs to change]
RESULT: [Discuss consequences/support]
SITUATION: [Describe the situation]
BEHAVIOR: [Describe observed behavior]
IMPACT: [Explain the impact]
EXPECTATION: [State what needs to change]
RESULT: [Discuss consequences/support]

Documentation Template

文档模板

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Employee Relations Documentation

Employee Relations Documentation

Case Information

Case Information

  • Employee: [Name]
  • Manager: [Name]
  • HRBP: [Name]
  • Date Opened: [Date]
  • Date Closed: [Date]
  • Employee: [Name]
  • Manager: [Name]
  • HRBP: [Name]
  • Date Opened: [Date]
  • Date Closed: [Date]

Issue Summary

Issue Summary

[Description of the issue]
[Description of the issue]

Investigation

Investigation

Facts Gathered

Facts Gathered

  • [Fact 1]
  • [Fact 2]
  • [Fact 1]
  • [Fact 2]

Interviews Conducted

Interviews Conducted

PersonDateKey Points
[Name][Date][Summary]
PersonDateKey Points
[Name][Date][Summary]

Documents Reviewed

Documents Reviewed

  • [Document 1]
  • [Document 2]
  • [Document 1]
  • [Document 2]

Analysis

Analysis

[Analysis of the situation]
[Analysis of the situation]

Resolution

Resolution

[Action taken]
[Action taken]

Follow-up

Follow-up

DateActionOutcome
[Date][Action][Outcome]
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DateActionOutcome
[Date][Action][Outcome]
undefined

People Analytics

人员分析

Key Metrics

核心指标

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
员工人数:
  • 总员工数
  • 各部门员工数
  • 外包人员占比
人员流失:
  • 自愿离职率
  • 非自愿离职率
  • 遗憾流失率
  • 不同任职年限离职率
招聘:
  • 岗位填补时长
  • 人均招聘成本
  • 招聘质量
  • 录用接受率
敬业度:
  • 员工净推荐值
  • 敬业度得分
  • 管理者效能
  • 留任意愿
多元化:
  • 人口结构代表性
  • 不同群体晋升率
  • 薪酬公平性分析

Dashboard Template

仪表盘模板

┌─────────────────────────────────────────────────────────────┐
│                 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]                        │
└─────────────────────────────────────────────────────────────┘
┌─────────────────────────────────────────────────────────────┐
│                 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

薪酬

Compensation Philosophy

薪酬理念

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Compensation Philosophy

Compensation Philosophy

Market Positioning

Market Positioning

  • Target: [50th/75th percentile]
  • Comparison group: [Peer companies]
  • Target: [50th/75th percentile]
  • Comparison group: [Peer companies]

Pay Components

Pay Components

  • Base salary: [X]%
  • Variable/Bonus: [X]%
  • Equity: [X]%
  • Base salary: [X]%
  • Variable/Bonus: [X]%
  • Equity: [X]%

Pay Decisions Based On

Pay Decisions Based On

  • Role and level
  • Performance
  • Market data
  • Internal equity
  • Role and level
  • Performance
  • Market data
  • Internal equity

Review Frequency

Review Frequency

  • Annual merit cycle
  • Promotion adjustments
  • Market adjustments as needed
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  • Annual merit cycle
  • Promotion adjustments
  • Market adjustments as needed
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Offer Approval Process

录用审批流程

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
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

参考资料

  • 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
  • references/talent_planning.md
    - 劳动力规划指南
  • references/performance.md
    - 绩效管理
  • references/employee_relations.md
    - 员工关系最佳实践
  • references/compensation.md
    - 薪酬理念与准则

Scripts

脚本

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bash
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Workforce planning calculator

Workforce planning calculator

python scripts/workforce_plan.py --current headcount.csv --growth 0.2
python scripts/workforce_plan.py --current headcount.csv --growth 0.2

Attrition analyzer

Attrition analyzer

python scripts/attrition_analyzer.py --data terminations.csv
python scripts/attrition_analyzer.py --data terminations.csv

Compensation analyzer

Compensation analyzer

python scripts/comp_analyzer.py --roles roles.csv --market market_data.csv
python scripts/comp_analyzer.py --roles roles.csv --market market_data.csv

Engagement survey analyzer

Engagement survey analyzer

python scripts/engagement_analyzer.py --survey survey_results.csv
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python scripts/engagement_analyzer.py --survey survey_results.csv
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