The challenge
HR processes often develop separately as needs arise. Responsibilities become unclear, tools are underused, and leaders may struggle to distinguish a staffing issue from a process or systems issue.
Know what your HR function needs to support the organization you are becoming.
Holistic reviews how your HR function operates today and where it needs to develop. We examine the agreed mix of people, policies, systems, workflows, and responsibilities across the employee life cycle. The audit brings together documentation, stakeholder perspectives, and process review to distinguish existing strengths from missing foundations, inconsistent practices, and capacity gaps.
You receive a prioritized roadmap that helps leadership decide what to fix, who should own it, and where additional resources would be useful. Holistic believes HR should make work clearer, more reliable, and more supportive for everyone involved. We help you build a function that serves employees while supporting the organization’s goals.
Why It Matters
Why it matters
A structured review helps leaders invest in the right improvements and sequence the work realistically. It also connects the employee experience to the infrastructure that supports it—from a new hire’s first interaction to an employee’s departure.
Is This The Right Fit?
CEOs and operations leaders
CEOs and operations leaders assessing whether HR is keeping pace with the business.
HR leaders
HR leaders entering a new role or planning improvements.
Organizations preparing for change
Organizations preparing for growth, restructuring, or a change in HR leadership.
Teams with fragmented processes
Teams with inconsistent processes, unclear responsibilities, or fragmented systems.
What We Do
Measure
map the current function, its responsibilities, documentation, systems, and service needs.
Analyze
identify process gaps, duplicated work, unclear ownership, and resource constraints.
Improve
prioritize recommendations across policies, workflows, tools, and team structure.
Grow
create a roadmap and review measures that help the function develop with the organization.
How It Works
Set the audit scope
Define the functions, locations, stakeholders, and business priorities to review.
Review current practice
Examine documents and systems, interview stakeholders, and walk through key workflows.
Assess and prioritize
Explain strengths, gaps, dependencies, and where expertise or capacity is needed.
Build the roadmap
Agree on immediate actions, longer-term improvements, owners, and implementation options.
What You Get
- A customized HR function assessment covering the areas agreed in scope.
- An executive summary of strengths, gaps, and priority decisions.
- A sequenced improvement roadmap with ownership and resource considerations.
- Recommendations for processes, policies, HR systems, and staffing; implementation can be scoped as a separate project or ongoing partnership.
What Success Looks Like
- Leadership understands what the function does well and where it needs support.
- Key employee processes have clear responsibilities and handoffs.
- The improvement plan reflects capacity, cost, and business priorities.
- Progress against the roadmap is visible and reviewed regularly.
Scoped to your organization.
Custom project quote based on workforce and location complexity, functions reviewed, interviews, system access, and deliverable depth. Implementation and ongoing support are scoped separately.
Build stronger HR foundations.
Let’s identify the HR foundations your organization needs next. Contact us below to schedule a conversation about an HR Function Audit.
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