Keep your workplace policies compliant and up to date with federal and state laws. Your handbook will be reviewed and updated during your membership to reflect meaningful legal or regulatory changes, giving you confidence that your policies stay current. (Additional states billed separately.)

This is the number of individuals from your team that can access the Optimize HR Community App and all included membership features.

Stay compliant with mandatory employment posting requirements. Includes one federal and one state physical poster set, plus digital posters for federal and one state. Automatic compliance updates are included. Industry-specific posters may be available for an additional fee, and additional poster sets are invoiced separately. 

Contact Optimize HR through email or direct messaging for HR guidance and everyday support. You can also connect and collaborate with other members through shared discussions in the Optimize HR app.

Stay informed with periodic updates on employment law changes, along with clear, actionable guidance to help your organization stay compliant and avoid costly penalties.

Join virtual group sessions where you can ask questions, receive HR guidance, and collaborate with other members to tackle HR and workplace challenges in a supportive, interactive environment.

Save time with a library of customizable HR forms, templates, and resources for everyday needs-all in one place. If you don’t see what you need, you can submit a request for consideration. 

Gain valuable insights into the employee experience to improve retention strategies, strengthen workplace culture, and refine operations. Designed to gather feedback from departing employees, whether seasonal or year-round, to help you identify opportunities for improvement.

​Encourage transparency by providing employees with an anonymous or named feedback tool that fosters trust and accountability. Submissions are sent to Optimize HR and shared with designated contacts in your organization, as agreed upon in advance. With this tool, you can gain valuable insights into your team’s needs, foster open communication, and strengthen workplace culture.

Build confidence in managing HR responsibilities through interactive sessions that explore essential topics such as compliance, leadership, performance management, and employee relations. Sessions are offered virtually throughout the year.

Contact Optimize HR through email or direct messaging for HR guidance and everyday support. 

Access everything in one place, connect with other business leaders, get compliance updates, explore HR resources and templates, and join live events for peer support, idea sharing, and collaboration.

Gain actionable insights into employee engagement through surveys conducted by Optimize HR. 

Confidently handle sensitive employee performance issues with expert guidance on handling employee performance, corrective action plans, termination documents, and performance reviews.

Wow All That Membership:

• Includes support for drafting corrective action and termination documents via email or during office hours.

• Members may use their allotted 1:1 calls for confidential discussions. 

• Members may email/message Optimize HR about performance management topics as needed.

• Support is provided remotely by default. In-person meetings may be arranged at Optimize HR’s discretion. Travel costs and additional fees may apply. 

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Wow All That & More Membership:

• Includes assistance in drafting corrective action and termination documents

• Includes review of performance review drafts and meeting agendas.

• Members may discuss performance management topics with Optimize HR 1:1 as needed.

• Optimize HR may be available to join a manager in a performance-related discussion with an employee.

Support is provided remotely by default. In-person meetings may be arranged at Optimize HR’s discretion. Travel costs and additional fees may apply.

Connect 1:1 with Optimize HR for discussions on sensitive or complex HR matters requiring personalized guidance.

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Includes:

• A reasonable number of 1:1 calls per organization, with no strict time limit but subject to Optimize HR’s discretion.

• Calls intended for strategic HR challenges, complex issues, or other sensitive topics requiring deeper consultation.

• Optimize HR reserves the right to assess additional fees for excessive call usage that exceeds typical member needs, ensuring all members receive timely and equitable support.

Simplify team training with a slide deck that highlights key policies from your handbook, making it easy to share and understand.

Optimize HR is available to attend a reasonable number of team/management meetings remotely, as needed, to help ensure consistent HR guidance and collaboration or to support a manager in having a performance related discussion with an employee. Meeting attendance is at Optimize HR’s sole discretion. In-person meetings may be arranged but are not guaranteed. If an in-person meeting is approved, additional fees and travel costs may apply. 

Employees may reach out directly to Optimize HR by email regarding workplace questions or concerns. When appropriate, Optimize HR may also hold a call with the employee to address escalated matters.

Ensure compliance and minimize risk by accurately classifying employees as exempt or non-exempt under applicable wage and hour laws.

Optimize HR will review I-9 forms to help you maintain compliance with federal employment eligibility requirements. Reviews are conducted remotely by default.

As part of this service, Optimize HR may identify potential errors or omissions and provide suggestions for correction, as applicable.

In-person reviews may be arranged at Optimize HR’s discretion and are subject to geographic availability. Additional forms or in-person reviews may incur additional fees.