Do These HR Challenges Sound Familiar?
Managing HR can be complex and time-consuming. If any of these challenges resonate with you, an Optimize HR membership might be exactly what you need:
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Unsure if you're compliant with changing employment laws.
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Avoiding tough conversations about staff performance or behavior.
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Wishing your managers had HR support to lead teams and save you time.
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Wanting on-call HR expertise from someone who knows you and your business.
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Curious about using AI but unsure where to start.
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Frustrated by unmet staff expectations and not sure how to address them.
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Feeling alone in handling HR challenges without a trusted sounding board.
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Wanting HR support without the cost of hiring full-time staff or paying high-level fees.
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Wishing you had someone to talk with about confidential staffing or strategy discussions.
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Desire to connect with other business leaders experiencing the same.
You're Not Alone! Optimize HR Memberships provide expert guidance, practical tools & support so you can confidently navigate HR challenges while focusing on growing your business.
Why Join Optimize HR Membership?
Our memberships provide expert HR guidance, practical tools, and ongoing support you can count on to help you handle difficult employee situations, navigate compliance updates confidently, and built a thriving team and workplace.
Expert Guidance When You Need It
Access an HR expert who knows you and your business for personalized advice and support.
Peace of Mind
Stay compliant with employment laws, minimize legal risks with expert guidance and tools, and avoid costly mistakes by ensuring your HR practices align with regulations.
Empower Your Team
Equip your management team with tools, training, and resources. Build confidence in handling sensitive employee issues, including performance management and difficult conversations.
Focus on Growing Your Business
Spend less time worrying about HR tasks & more time focused on what you do best, running your business. Gain insights into employee engagement and workplace culture to create a thriving environment for your team.
Don’t Go It Alone
Have someone to turn to for confidential discussions about staffing situations, business strategies, or management challenges. No more navigating HR challenges alone. In addition to having an HR expert by your side, join a community of like-minded business leaders who can share resources and experiences.
Attract and Retain Top Talent
Position your business as an employer of choice through best practices, team insights, and modern HR strategies. Build a high-performing team that drives your business forward.
Learn to Leverage AI
Learn how to integrate AI into your HR processes to save time, improve decision-making, and streamline operations.
Save Time & Money
Access executive-level HR expertise at a fraction of the cost of hiring an in-house HR professional or relying heavily on legal expertise. Get answers to HR questions when you need them-no more relying on “Google” for solutions and determining if the search results are correct.
With Optimize HR Membership, you’ll have the tools, resources, and expert support you need to confidently manage HR while fostering a workplace culture that attracts tops talent and drives success.
Ready to Optimize Your HR Strategy?
Every Optimize HR membership includes essential tools, resources, and expert guidance to simplify your HR challenges and empower your team.
Employee Handbook (1 State + Federal)
Ensure your workplace policies are compliant with federal and state laws. Your handbook will be updated throughout your membership to reflect consequential changes in regulations, giving you peace of mind. (Additional states are billed separately).
Employment Posters (1 State & Federal)
Stay compliant with mandatory employment posting requirements. Includes one federal and one state physical poster set, plus digital posters that automatically update with regulatory changes. (Additional posters billed separately).
Access to HR Forms, Templates, & Resources
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.
Weekly Group Office Hours
Join weekly group sessions where you can ask questions, get personalized guidance, and collaborate with other members to tackle your HR challenges.
Exit Questionnaire
Gain valuable insights into the employee experience to improve retention strategies, enhance workplace culture, and refine operations. Designed to gather feedback on employees’ experiences, whether seasonal or year-round, to help you identify opportunities for improvement.
Reporting Form for Employee Feedback
Encourage transparency by providing employees with an anonymous or named feedback/reporting tool that builds trust and accountability. Submissions are sent to Optimize HR and shared with designated parties in your organization as agreed upon beforehand. With these tools, you can gain valuable insights into your team’s needs, foster open communication, and create a thriving workplace culture.
Compliance Updates
Stay informed with periodic updates on employment law changes, including actionable steps to maintain compliance-helping you avoid costly penalties.
Performance Management Support (Limited)
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:
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Includes support for drafting corrective action and termination documents via email or during office hours.
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Members may use their allotted 1:1 calls for confidential discussions.
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Members may email/message Optimize HR about performance management topics as needed.
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Support is provided remotely by default. In-person meetings may be arranged at Optimize HR’s discretion. Travel costs and additional fees may apply.
Wow All That & More Membership:
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Includes assistance in drafting corrective action and termination documents
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Reviewing performance review drafts and meeting agendas.
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Members can discuss performance management topics with Optimize HR 1:1 as needed.
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Optimize HR may be available to join the manager in having a 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.
Staff Surveys
Gain actionable insights into employee engagement through surveys conducted by Optimize HR.
Wow All That: Up to 1 surveys
Wow All That & More: Up to 3 surveys
Member Email & Messaging Access
Members can access an HR Expert via email or direct messaging as needed.
Access to Workshops on HR Topics
Build confidence in managing HR responsibilities through deeper dives or workshops into essential topics like compliance, leadership development, and employee relations.
Optimize HR Community App
Connect with other business leaders through our exclusive Community App for peer support, idea sharing, and collaboration.
Shared Features (What’s Included in Every Membership):
All member organizations receive these core benefits:
Exclusive Features in Wow All That & More
This membership includes everything in the base tier, plus:
Handbook Slides
Simplify team training with a slide deck that highlights key policies from your handbook, making it easy to share and understand.
10 Member Seats (vs. 5 in Wow All That)
This is the number of individuals from your team that will have access to the HR Community App and the features described here.
Staff Surveys (Up to 3)
Gain actionable insights into employee engagement through surveys conducted by Optimize HR.
Wow All That & More: Up to 3 surveys
Performance Management Support (Comprehensive)
Join weekly group sessions where you can ask questions, get personalized guidance, and collaborate with other members to tackle your HR challenges.
Comprehensive support includes:
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Assistance in drafting corrective action and termination documents
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Reviewing performance review drafts and meeting agendas.
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Members can discuss performance management topics with Optimize HR 1:1 as needed.
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Optimize HR may be available to join the manager in having a discussion with an employee.
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Support is provided remotely by default. In-person meetings may be arranged at Optimize HR’s discretion. Travel costs and additional fees may apply.
1:1 Member Calls with HR Expert (Unlimited Reasonable Use)
Connect 1:1 with an HR Expert for discussions on sensitive or complex HR matters.
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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.
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These calls are intended for strategic HR challenges, complex issues, and other sensitive matters requiring personalized support.
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Optimize HR reserves the right to assess additional fees for excessive call usage that exceeds typical member needs, ensuring all members receive timely and effective assistance.
Employee Access to Optimize HR (up to 40 employees included)
Employees will have access to Optimize HR through email. Optimize will do a call with employees reaching out about escalated concerns as appropriate.
Up to 40 employees are included in the rate. Additional employees may incur additional fees.
Classification of Positions (up to 20 included)
Ensure compliance and avoid costly errors by correctly classifying employees as exempt or non-exempt. Additional positions may be invoiced separately.
I-9 Review (up to 40 forms included)
Ensure compliance with federal employment eligibility verification requirements through remote I-9 audits.
⦁ Wow All That & More Membership: Includes review of up to 40 documents.
⦁ Additional documents may be reviewed for an additional fee.
Up to 5 Member Seats
Up to 10 Member Seats
Member Seats
This is the number of individuals from your team that will have access to the HR Community App and the features described here.
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Employee Handbook (1 State & Federal)
Ensure your workplace policies are compliant with federal and state laws. Your handbook will be updated as needed to reflect consequential changes in regulations, giving you peace of mind. (Additional states are billed separately).
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Employment Posters (1 State & Federal)
Stay compliant with mandatory employment posting requirements. Includes one federal and one state physical poster set, plus digital posters that automatically update with regulatory changes.
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Member Email & Direct Message Access to HR
Get answers and expert advice for day-to-day HR challenges via email or direct messaging, saving you time and reducing stress.
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Compliance Updates
Stay informed with periodic updates on employment law changes, including actionable steps to maintain compliance-helping you avoid costly penalties.
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Office Hour
Join weekly group sessions where you can ask questions, get personalized guidance, and collaborate with other members to tackle your HR challenges.
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HR Forms, Resources, & Templates
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.
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Exit Questionnaire
Gain valuable insights into the employee experience to improve retention strategies, enhance workplace culture, and refine operations. Designed to gather feedback on employees’ experiences, whether season or year-round, to help you identify opportunities for improvement.
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Employee Feedback & Reporting Form
Encourage transparency by providing employees with an anonymous or named feedback/reporting tool that builds trust and accountability. Submissions are sent to Optimize HR and shared with designated parties in your organization as agreed upon beforehand. With these tools, you can gain valuable insights into your team’s needs, foster open communication, and create a thriving workplace culture.
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Access to HR Workshops
Build confidence in managing HR responsibilities through deeper dives or workshops into essential topics like compliance, leadership development, and employee relations.
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Access an HR Expert via Email and Direct Message
Simplify team training with a slide deck that highlights key policies from your handbook, making it easy to share and understand.
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HR Community App
Connect with other business leaders through our exclusive Community App for peer support, idea sharing, and collaboration.
1 Survey
Up to 3 Surveys
Staff Surveys
Gain actionable insights into employee engagement through surveys conducted by Optimize HR.
Limited
Comprehensive
Performance Management Support
Confidently handle sensitive employee performance issues with expert guidance on handling employee performance, corrective action plans, termination documents, and performance reviews.
Limited
Unlimited Reasonable Use
1:1 Calls with HR Expert
Connect 1:1 with an HR Expert for discussions on sensitive or complex HR matters.
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Handbook Slides
Simplify team training with a slide deck that highlights key policies from your handbook, making it easy to share and understand.
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Meeting Attendance
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.
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Up to 40 Employees
Employee Email Access to Optimize HR
Connect with fellow members through our exclusive Community App for peer support, idea sharing, and collaboration.
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Up to 20 Positions
Classification of Positions
Ensure compliance and avoid costly errors by correctly classifying employees as exempt or non-exempt. Additional positions may be invoiced separately.
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Up to 40 Documents
I-9 Review
Ensure compliance with federal employment eligibility verification requirements through remote I-9 audits. Additional documents may be reviewed for an additional fee.
Choose the plan that suits your business
Affordable, all-inclusive HR Advisory Services Memberships designed to simplify your HR challenges & empower your business.
* Memberships require a 12-month commitment.
*Memberships require a 12-month commitment.
Payment options include monthly, quarterly, biannual, or lump sum billing.
1:1 Consultations
Employee Handbook
Employment Posters
Compensation Benchmarking
Leadership & Career Coaching
Workplace Assessments/ Investigations
Traliant Compliance Training
DiSC Assessments and Customized Workshops
Additional Ways We Can Help
Optimize HR memberships are designed to provide comprehensive support, but we understand that every organization has unique needs and that some may not want to join membership. That’s why we offer a range of services that can be added to a membership or stand-alone
Client Success Stories
Lisa Getter
Executive Director, Nantucket Community Television, Nantucket, MA
"We are not a large enough organization to have an HR department, but we still have our fair share of HR issues. Working with Tanya on an as-needed basis, and now through her HR membership, is a perfect fit for us. Her expertise in HR management and dedication to our organization have consistently impressed me. She is always there for us at a moment's notice and guides us until the issue is resolved. I wholeheartedly recommend Tanya and Optimize HR to any organization seeking a passionate and skilled HR professional."
Larysa
Office Manager, The Harborside Inn, Edgartown, MA
"Collaborating with Tanya during our hiring process was a great experience. Her extensive experience in HR, combined with her attention to detail and strong organizational skills, ensured everything was handled efficiently and thoroughly. I trust her expertise completely and always feel confident knowing she’s involved."
Jennifer Frank
Board President, Harbor Homes of Martha's Vineyard, Vineyard Haven, MA
"Working with Optimize HR and Tanya has been a very positive experience for our organization. Her deep expertise in human resources, combined with her strategic approach and genuine care for people, helped us navigate complex challenges with confidence. Tanya brings clarity, structure, and insight to every interaction—she’s not just a consultant, she’s a trusted partner."
Justin Mercier
General Manager, West Chop Club,
Vineyard Haven, MA
"Over the past 4 years, we have used Tanya and Optimize HR as a third-party HR Partner for our seasonal private club. She is always extremely responsive to our needs, and her professionalism is second to none. When an issue arose, Tanya would look into it promptly and come up with solutions to the problems with the operations team and staff members. Tanya is an expert when it comes to employee handbooks and keeping them up to date with current labor laws. We look forward to our continued partnership with Tanya and Optimize HR and would highly recommend her for any of your HR needs!"
Derek Santos
Executive Director, New Bedford Economic Development Council, New Bedford, MA
"Optimize HR's membership has proven to be such a valuable asset ot the NBEDC. Tanya's expertise is vital and she helps us stay ahead of HR challenges and works with us to identify relevant training opportunities for our team. Whether it's addressing sensitive HR situations or offering on-the-spot guidance, she is always available to me or the team when we need her. The inclusive nature of the membership allows all NBEDC team members to reach out for support as challenges arise, something all staff appreciate."
Simon Athearn
Morning Glory Farm,
Edgartown, MA
"Optimize HR and Tanya herself are an invaluable resource to a small business like ours, so many complexities fall to us as business leaders. We are so grateful for her trusted insights and network.
Tanya at Optimize HR has been uniquely helpful to us in our farm business, and we are grateful to have her support and the access to the business and HR leader community at Optimize HR as we sort out the complexities of modern HR work."
Cindy Trish
Executive Director, Healthy Aging, Martha’s Vineyard, Edgartown, MA
“We began working with Tanya & Optimize HR when we were in the process of obtaining our 501(c)3. She was instrumental in helping us set up our organization so that we had a comprehensive handbook & all policies/procedures in place to be an “employer of choice”. She has been incredibly responsive in answering questions & providing advice on an ongoing basis, as we grow and change. Her understanding of the Vineyard culture and customs is a real plus. The service she provides is a great example of a successful “outsourcing HR” strategy for a small organization.”
Diana Harrison
Operations Manager, Nantucket Land & Sea, Nantucket, MA
“Working with Optimize HR and Tanya is a breeze. She is highly efficient, responsive, and always available to answer our questions. Tanya has been an invaluable resource for our company. Her insights and support have helped us stay on top of compliance by streamlining our HR processes. We’re grateful for her continuous input and guidance!”
Gregory Mafcher
GM/CEO, Harborside Inn,
Edgartown, MA
“Tanya has served as our Human Resources Consultant since 2018. She is reliable, thorough, and knowledgeable in her field of expertise. She is up to date on current trends, best practices, and applicable compliance protocol. There have been numerous instances where Tanya’s thorough research and preparation have proved both helpful and insightful.”
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What happens during my free consultation?We’ll discuss your business needs, challenges, and goals, and help you decide which membership plan is right for you.
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How do I know if Optimize HR membership is for me?An Optimize HR membership is ideal for small to medium-sized organizations that want a trusted HR partner to support their people strategy. Our memberships are designed for organizations that: Want an HR Partner, Not Outsourcing: You’re looking for someone who knows you, your team, and your business and can provide expert guidance, tools, and resources that help empower you and your team to confidently manage HR in-house. Want Confidential Support: You may value having a trusted business partner available to discuss sensitive organizational matters confidentially. Seek Strategic HR Guidance: You view HR as more than just compliance or transactional tasks. You see it as a strategic initiative to create a positive workplace culture that attracts and retains top talent. Want to Avoid Heavy Reliance on More Expensive Options: You want practical, proactive solutions without heavily relying on more expensive options such as employment attorneys or in-house HR. Our members are organizations that strive to be great places to work by going beyond the bare minimum legal requirements. They see HR as a strategic tool for achieving people excellence and creating an environment where employees thrive. If this resonates with your goals, an Optimize HR membership may be the perfect fit for your organization.
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What industries does Optimize HR specialize in?We specialize in supporting small to medium-sized organizations, particularly those impacted by seasonality. Our expertise includes working with businesses in industries such as tourism, hospitality, and non-profits. Additionally, we have experience supporting fully remote organizations and other year-round organizations across various sectors. Regardless of whether your organization faces seasonal challenges or maintains consistent year-round, we provide tools, resources, and guidance to help you manage your workforce as effectively and stress-free as possible.
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What state(s) do you service?Currently, we primarily service organizations in Massachusetts. However, we can service organizations in other states with a few exceptions. Please contact us to see if we can service your state.
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How does the Wow All That membership differ from Wow All That & More?Both memberships include access to essential tools, resources, and compliance updates. The Wow All That & More is designed for organizations that want more comprehensive support and employee access. The Wow All That membership offers essential HR support for your core team, with flexible access to expert guidance. It includes: Unlimited email/messaging access for individuals with member seats to connect with Optimize HR for guidance. Access to weekly group office hours to discuss HR questions directly with an expert. At Optimize HR's discretion, up to 5 hours of private call time may be granted as part of the membership for confidential or complex discussions that may be difficult to do through email or messaging. If granted, this call time is shared among all seat holders. Private calls are available for an additional fee or in the Wow All That & More Membership. The Wow All That & More membership builds on these benefits and provides more comprehensive HR support for your organization, with expanded access and additional services. It includes: Unlimited 1:1 calls (reasonable use) for all individuals with member seats. Employee access to Optimize HR, allowing up to 40 employees to email Optimize HR directly for work-related guidance or to share concerns. Deliverables not included in the other membership, such as review of I-9 forms (up to 40 included) and assistance with classifying positions (up to 20).
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What does “member seats” mean?Member seats represent the individuals in your organization who will have access to Optimize HR’s resources, including the HR app, workshops, office hours, unlimited emailing/messaging with Optimize HR, and 1:1 calls (at the Wow All That & More tier). Many organizations assign these seats to their management team to empower them to proactively manage employee relations, performance, and compliance. Additional seats can be added for a fee.
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What does “employee access to Optimize HR” include, and what if I have more than 40 employees?In the Wow All That & More membership, up to 40 employees can email Optimize HR directly for guidance in a work-related matter or to share concerns. Optimize HR will reply to their messages and/or arrange a call as needed for escalated concerns or situations requiring further discussion. Relevant updates will be shared with the appropriate member(s) of management as applicable. This feature supports a healthy workplace by providing employees with a neutral resource for addressing concerns. It can help improve employee morale, reduce workplace conflicts, and help with team dynamics. If you need more than 40 employees to have access, this can be arranged for an additional fee.
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What happens if I need a resource that isn’t currently available?If you request a resource that Optimize HR agrees to make and it can be made available to other members, then it is typically included in your membership at no additional cost. If the resource is specific to your organization or needed within a specific timeframe, then additional fees may apply.
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Are services provided remotely or in-person?We are a fully remote organization. As such, our services, by default, are provided remotely. In-person services may be arranged on a case-by-case basis and may incur additional fees.
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Can I switch membership plans later?You can upgrade from Wow All That to Wow All That & More at any time. When upgrading, a new 12-month membership at the higher tier will begin. Downgrades are not allowed during the 12-month commitment period.
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How do payments work?Memberships require a 12-month commitment. Payment options include monthly, quarterly, biannual, or lump sum billing.
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Are refunds available if I don’t use all benefits?Refunds are not provided for unused benefits during your membership period. We encourage you to take full advantage of everything included in your plan.
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Are there additional fees I should know about?While our memberships are designed to include a wide range of tools, resources, and services, additional fees may apply in certain situations: Optional Add-On Services: Examples include compensation benchmarking, workplace assessments or investigations, leadership coaching, career coaching, and customized workshops. Exceeding Included Limits: Additional fees may apply if you exceed the limits of your membership (e.g. extra staff surveys or I-9 reviews). Custom Resources or Documents: If you request a resource or document not currently available, Optimize HR LLC, at its sole discretion, will decide whether to create it. If it is created and can be shared with other members, it is typically included in your membership. If it is specific to your organization or urgently needed, additional fees may apply. Whether a document or resource is included in the membership is at the sole discretion of Optimize HR LLC. Outsourced HR Tasks: While memberships focus on advisory services and specific deliverables, outsourced HR tasks (e.g., handling day-to-day HR operations, assisting with recruiting/hiring, etc.) are not included and may be available for an additional fee
