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Where we write about what we’re building and what we’re seeing across EPM and workforce consulting engagements.
Latest · New Service Line
Planafin is expanding beyond EPM into HR Knowledge Process Outsourcing — bringing the same rigor, structure, and platform-driven thinking we apply to financial planning to HR administration and operations.
Our HR KPO Offerings
Each offering below is a standalone advisory engagement — start with the one that solves today’s problem, or bring us in across all six as your outsourced HR advisory partner.
01 — Performance Management
Design Framework and Advisory Services
Our consulting service designs a custom OKR framework, defines automated review cycles, and guides organizations in setting and tracking strategic objectives. We support deployment with training and continuous feedback integration, enabling seamless calibration and adaptation. Expert advisory helps refine goals and review processes based on real-time analytics.
Custom OKR Framework Design
Review Cycle Setup
Set Up Tracking Mechanism
02 — Rewards & Recognition
Program Design and Advisory Services
Customized to your organizational culture, our rewards and recognition programs drive employee motivation, engagement, and retention. We design initiatives that celebrate achievements, promote peer-to-peer recognition, and align rewards with performance metrics. These programs enhance workplace morale and support strategic business outcomes by reinforcing positive behaviors.
Customized Program Design
Performance-Based Reward Alignment
Achievement Celebration
03 — HR Timesheet & Leave Management
Advisory Services
Our advisory services for HRMS Timesheet and Leave Management focus on optimizing automated workflows for accurate time tracking and leave approvals. We provide expert guidance on configuring custom leave policies and multi-level approval processes, and assist in selecting and implementing best-fit HRMS solutions to boost operational efficiency and employee satisfaction. Continuous advisory support helps refine processes and adapt to evolving organizational needs.
HRMS Solution Selection
Assisted Platform Implementation
Automated Time Tracking Optimization
Custom Leave Policy Configuration
Employee Self-Service Enablement
04 — Pulse Survey
Process Design and Advisory Services
Employee pulse survey advisory services include designing concise, targeted surveys to regularly measure employee engagement and satisfaction. We guide best practices for survey frequency, question design, and anonymity to encourage honest feedback, and assist in analyzing survey data to identify key trends and areas for improvement that impact culture and retention. We support action-plan development and communication to drive positive changes, with ongoing advisory to ensure continuous alignment with organizational goals and workforce needs.
Survey Design
Response Analysis and Report Generation
Action Plan and Team Communication
05 — Candidate Onboarding & Off-boarding
Design Framework and Advisory Services
We provide consulting and advisory services to design seamless candidate onboarding programs that accelerate new-hire engagement and productivity. Our expertise ensures compliant, efficient offboarding processes that protect company assets and knowledge. Advisory support includes creating clear protocols, checklists, and communication strategies for both onboarding and offboarding — continuous refinement helps minimize risks, enhance employee experience, and maintain a positive employer brand.
Onboarding/Offboarding Program Design
Key Document Checklist
Asset and Data Protection Protocols
06 — Employee Handbook
Design and Development Services
Our expert team develops comprehensive employee handbooks that articulate workplace policies, cultural values, and compliance requirements. Tailored to reflect your company’s ethos and legal frameworks, these handbooks serve as authoritative guides supporting consistent communication and governance — including, but not limited to, the policies below.
Employee Travel Policy
Maternity/Paternity Policy
Employee Leave Policies
Separation Policy
Environmental Policy
Social Media Policy
DEI Policy
POSH Policy
Remote Work
Work Location Policy
Corporate Social Responsibility Policy
Equal Opportunity Policy
Business Confidentiality Policy
Employee Code of Conduct & Workplace Behavior
Why Partner with Planafin
Precision, confidentiality, and innovation — applied to HR.
Choosing Planafin for your HR KPO needs means leveraging our commitment to precision, confidentiality, and innovation. We combine industry best practices with advanced technology to reduce administrative burdens, enhance employee satisfaction, and enable your leadership team to focus on what matters most — accelerating business performance.
So, to start
Tell us what you’re trying to change.
Thirty minutes, video call, no deck. By the end you’ll know whether we’re the right fit — and if we’re not, we’ll say so.
Global offices
Where to find us.
USA
Planafin North America LLC
4010 Moorpark Ave, Suite 115, San Jose, CA 95117
Planafin LLC — 30 N Gould St Ste N, Sheridan, WY 82801
+1 (307) 381-0718
India
Planafin Technologies
A4, Brindavan Sapthagiri, Bellandur, Near Trinity Meadows, Bengaluru 560103
+91 98867 59625
UAE
Planafin FZE
#G-035, Techno Hub, Dubai Silicon Oasis, Dubai
+971 50 321 0586