Hr Strategy icon

Implement HR Shared Services

Lay a foundation for HR customer service excellence.


This content requires an active subscription.

Access this content by logging in with your McLean & Company membership or contacting one of our representatives for assistance.

Speak With A Representative Sign In
or Call: 1-877-281-0480 (US) or 1-877-281-0480 (CAN)

View Storyboard

Solution Set Storyboard thumbnail


In October 2012, McLean & Company surveyed HR professionals and business leaders on the topic of HR shared services. The survey attracted 74 respondents.

In the same timeframe, McLean & Company also interviewed several experts and HR leaders with deep experience in the area of HR shared services.

The following people contributed to the research for this blueprint:

  • Bruce Baker, Human Resources Director, Wajax Equipment
  • Vivian Herrera, MPK Associates
  • Jill Morrison, Senior Manager, Human Resources, MicroStrategy
  • Barb Quinn, Managing Partner (founding), 22c Partners Inc.
  • Peter Reilly, Director, HR Research & Consultancy, The Institute for Employment Studies

Your Challenge

  • HRSS is not a universal solution; organizations should adopt it when their size, culture, geography, and homogeneity of demand require it.
  • Prior to implementation, organizations need to establish baseline measurements to accurately assess the potential and actual impact of an HRSS implementation.

Our Advice

Critical Insight

  • Use feedback mechanisms like satisfaction surveys to understand the client perspective and drive improved service.
  • Prepare for HRSS implementation in terms of people, process, and technology.
  • Consider the HRSS impact on people – if stakeholders, HR clients, and HR staff are not adequately prepared to embrace HRSS, it will not be used, undermining the significant potential benefits.
  • Technology is a significant enabler of HRSS through task automation and facilitation of metrics collection and tracking.

Impact and Result

  • Organizations should assess their readiness in terms of people, process, and technology to determine if an HRSS implementation is the right move and the degree of complexity that they are ready for.
  • Increasing client satisfaction should be a driving objective and key measure of success.

Research & Tools

1. Set vision

Conduct an HRSS readiness assessment, set project scope, create a business case for HRSS, and establish HRSS performance measures.

2. Get your processes ready for HRSS

Select HRSS services and the channels, standardize HR policies and procedures, and negotiate a service level agreement (SLA).

3. Get your people ready for HRSS

Prepare employees and managers to accept and use HRSS.

4. Get your technology ready for HRSS

Implement an employee self-service portal and case management system.

5. Evaluate HRSS success

Evaluate HRSS performance and overall success and action on gaps in HRSS performance.

Guided Implementations

This guided implementation is a nine call advisory process.

Guided Implementation #1 - Set vision

Call #1 - Discuss results of readiness assessment and best path for implementing an HRSS.
Call #2 - Review business case, including outsourcing, goals, metrics, and financial projections.

Guided Implementation #2 - Get your processes ready for HRSS

Call #1 - Review service portfolio and discuss potential challenges going forward
Call #2 - Evaluate current state of HR policies and determine the best way to standardize and document.

Guided Implementation #3 - Get your people ready for HRSS

Call #1 - Discuss starting point of people, both within HR and the broader organization, to anticipate resistance and challenges. Review communications plan.
Call #2 - Evaluate new roles, training plans, and career paths to ensure people are properly prepared to transition to new roles.

Guided Implementation #4 - Get your technology ready for HRSS

Call #1 - Assess current HR technology solutions ability to support HRSS (including case management tools if advanced implementation) and decide on next steps.
Call #2 - Review state of technology prior to launch to ensure challenges are anticipated and planned for.

Guided Implementation #5 - Evaluate HRSS success

Call #1 - Review results of implementation and plan for next steps

Onsite Workshop

Discuss This Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Develop Vision

The Purpose

  • Determine organizational readiness and HRSS implementation method.

Key Benefits Achieved

  • HRSS project outline and goals determined.




Conduct readiness assessment.

  • HR Shared Services Readiness Assessment Tool

Examine outsourcing alternatives.

  • Outsourcing assessment

Complete the business case.

  • Business case for HRSS

Module 2: Develop Processes

The Purpose

  • Plan HRSS activities and processes.

Key Benefits Achieved

  • HRSS process roadmap developed.




Identify activities for HRSS.

  • HR Shared Services Service Level Agreement Template

Map processes within HRSS.

  • HRSS process map

Module 3: Prepare People

The Purpose

  • Prepare the organization to accept and use the HRSS.

Key Benefits Achieved

  • HRSS buy-in from managers and employees.




Define new roles and responsibilities.

  • Defined roles and responsibilities

Develop a communication strategy.

  • Communication strategy

Identify required competencies.

  • Require competencies