Onsite HR Infrastructure Review for Small Businesses
See How HR Is Actually Working Inside Your Business
Your business may already have an employee handbook, payroll system, onboarding documents, employee files, managers handling employee issues, and someone responsible for day-to-day HR tasks.
But having those pieces does not necessarily mean they are working together.
An Onsite HR Infrastructure Review looks beyond what exists on paper to see how HR responsibilities, employee documentation, management practices, workflows, and systems are actually functioning inside your business.
We identify what is working, what may be missing or inconsistent, where HR processes are creating unnecessary work or risk, and what should be addressed first.
You do not have to know exactly what is wrong before the review. That is what the review is designed to help determine.
How Do I Know What’s Actually Missing From My HR?
Sometimes the problem is obvious.
Other times, you simply know that HR is taking too much time, managers keep asking the same questions, employee documentation is inconsistent, onboarding changes depending on who handles it, or HR responsibilities are spread across several people.
The problem may be a policy.
It may be how managers are applying the policy.
It may be missing documentation, unclear ownership, inconsistent employee processes, disconnected systems, or several smaller gaps working together.
The Onsite HR Infrastructure Review gives you a clearer picture of how those pieces are functioning together before you decide what needs to be fixed.
What Is an Onsite HR Infrastructure Review?
An Onsite HR Infrastructure Review is a practical review of how your business currently manages employees, documentation, managers, policies, hiring, onboarding, recordkeeping, HR technology, and recurring HR processes at the business location where those processes are actually being used.
Many HR reviews rely primarily on information or documents provided remotely.
This review is onsite because documents only tell part of the story.
Who Owns the Process?
We look at who is actually responsible for HR responsibilities and where ownership may be unclear.
How Is It Being Carried Out?
We look beyond written procedures to see how HR work is actually being handled day to day.
Where Does the Process Break Down?
We identify inconsistencies, unclear handoffs, unnecessary manual work, and gaps in follow-through.
Are Managers Handling It Consistently?
We look at how managers use procedures, document employee issues, make decisions, and escalate concerns.
Employee records remain at your business location during the review. Relevant employee files, HR documentation, forms, policies, and other materials are reviewed onsite.
When Does a Small Business Need an Onsite HR Review?
The review can be useful when a business has employees and HR responsibilities but is no longer confident that its current systems, processes, documentation, or management practices are working the way they should.
The review is not only for businesses already experiencing major employee problems. It can also help a growing business strengthen its HR infrastructure before those problems develop.
It can be useful whether HR is handled by leadership, one HR employee, outside HR support, or an internal HR team.
- Has no dedicated HR department, has one HR employee, or has a small HR team that needs stronger systems or processes
- Has grown beyond the HR processes that worked when the company was smaller
- Relies on an owner, COO, practice manager, general manager, office manager, administrator, HR employee, or small HR team to manage HR responsibilities
- Has HR responsibilities spread across several people, departments, or outside providers
- Wants to understand where HR processes need improvement
- Has managers handling employee situations inconsistently
- Has documentation or recordkeeping that developed informally
- Wants stronger HR infrastructure before employee problems become larger business issues
- Is not sure whether it needs a full HR Function Buildout
What Does an Onsite HR Infrastructure Review Include?
The review looks at both the HR documentation your business currently has and the way the underlying processes are actually being handled.
HR Structure & Responsibilities
We look at how HR responsibilities are currently divided across the business.
- Who handles employee issues and decisions
- Who owns recurring HR responsibilities
- Whether responsibilities are clearly assigned
- Where employee matters are escalated
- Whether too much HR responsibility falls back on leadership
- Whether managers understand their authority
Employee Documentation Practices
We look at how employee matters are documented and whether information can be located when it is needed.
- Attendance documentation
- Performance documentation
- Corrective action
- Employee conversations
- Employee complaints and workplace concerns
- Separation and unemployment-claim documentation
Manager Practices
Managers play a major role in how HR processes actually function.
- What managers are expected to handle
- Consistency between managers
- Documentation expectations
- Escalation practices
- Decision authority
- Access to procedures, forms, and tools
Hiring & Onboarding
We review how employees enter the business and whether the process is consistent.
- Employment applications
- Hiring procedures
- New-hire paperwork
- Onboarding steps
- Required documentation
- Responsibility for each part of onboarding
Policies & Procedures
We review how existing workplace policies and procedures connect to actual business practices.
- Employee handbook practices
- Workplace policies
- Attendance processes
- Corrective-action procedures
- Manager procedures
- Policy acknowledgments
Employee Files & Recordkeeping
We look at how employee information is organized, maintained, accessed, and retained.
- Paper files
- Email records
- Spreadsheets
- Payroll or HR systems
- Shared drives
- Record accessibility
Payroll, Benefits & Employee Changes
We look at how employee information moves through recurring administrative processes.
- Payroll changes
- Benefits information
- Time-off processes
- Status changes
- Ownership of administrative steps
- Duplicate follow-up
HR Systems, Technology & Process Flow
We look at how HR information moves through the business and where manual processes may be creating unnecessary work.
- Paper versus digital workflows
- Duplicate administrative work
- Manual tracking
- Repeated follow-up
- Disconnected systems
- Opportunities to streamline appropriate processes
HR Compliance Infrastructure
We look at the processes, documentation, recordkeeping, postings, and recurring responsibilities the business uses to manage employment-related requirements.
- Documentation processes
- Recordkeeping practices
- Required postings
- Recurring responsibilities
- Process ownership
- Internal follow-through
What HR Documents and Processes May Be Reviewed?
What is reviewed depends on what your business currently uses and how your HR records, documentation, and processes are maintained.
How Does the Onsite HR Infrastructure Review Process Work?
A straightforward process designed to understand your business, define the scope of the review, and provide clear HR priorities and practical next steps.
Inquiry & Consultation
Submit a short inquiry, then schedule a complimentary Business & Workforce Consultation to discuss your business, current HR structure, and what prompted you to seek a review.
Proposal
If the Onsite HR Infrastructure Review is a good fit, you will receive a proposal outlining the recommended scope, investment, payment structure, and next steps.
Kickoff & Onsite Review
Once your engagement is confirmed, we begin with a Virtual Kickoff and prepare for the onsite review of your HR records, practices, systems, and workflows.
Findings & Action Plan
Following the onsite review, you receive a Findings Report, Action Plan, recommended priorities, and an Owner Strategy Session to discuss practical next steps.
What Do I Receive After the Review?
The goal is not to hand you a long report filled with HR terminology and leave you to figure out what it means. The goal is to give you a practical understanding of where your HR function stands and what should happen next.
HR Infrastructure Findings Report & Action Plan
What HR practices, processes, documentation, responsibilities, and systems are currently in place.
Where processes may be missing, inconsistent, unclear, inefficient, or creating unnecessary risk.
What should be addressed first based on the findings and impact on the business.
Recommended HR improvements and potential solutions.
Owner Strategy Session
Review the most important findings from the onsite review.
Understand what should be addressed now and what can reasonably wait.
Discuss the findings and recommendations in the context of your business.
Decide whether improvements will be handled internally or whether separate consulting support is needed.
How Much Does an Onsite HR Infrastructure Review Cost?
Onsite HR Infrastructure Review pricing is based on active employee count and the amount of onsite review time typically required. Standard pricing assumes one business location with HR records available for review at that location. Each standard scope is billed in two equal payments: a 50% initial payment due after the service agreement is signed and the remaining 50% invoiced after completion of the onsite review.
Up to 30 Active Employees
$3,500 Total Investment- One business location
- Up to 4 hours onsite
- 30-minute virtual kickoff
- HR Infrastructure Findings Report & Action Plan
- Owner Strategy Session
31–50 Active Employees
$4,500 Total Investment- One business location
- Up to 6 hours onsite
- 30-minute virtual kickoff
- HR Infrastructure Findings Report & Action Plan
- Owner Strategy Session
51–75 Active Employees
$6,000 Total Investment- One business location
- Up to 8 hours onsite
- 30-minute virtual kickoff
- HR Infrastructure Findings Report & Action Plan
- Owner Strategy Session
Additional Business Locations: +$2,000 per location. Standard pricing includes one business location. Additional locations may be added to the same engagement for $2,000 per location when they operate under the same general HR structure and review scope. More complex multi-location businesses may require a custom proposal.
More Than 75 Active Employees?
Businesses with more than 75 active employees require a consultation before scheduling so the appropriate onsite HR review scope, investment, and payment schedule can be determined based on workforce size, locations, record structure, and business complexity.
What a Recent Client Said About the Onsite HR Infrastructure Review
“Super glad we used Sherry Pulcher HR Consulting for our HR infrastructure review. They were professional, efficient, and didn’t try to upsell us on things we didn’t need. Instead, they helped us pinpoint exactly what was missing, and we paid for the customized services we actually needed right after the review. It’s a huge relief knowing our compliance is exactly where it needs to be now.”
Is This a Legal Compliance Audit?
No. The Onsite HR Infrastructure Review evaluates how your HR practices, documentation, management systems, responsibilities, and workflows are functioning. It is not a legal compliance audit.
HR Expertise
Full-Spectrum HR Expertise Behind the Review
Finding HR gaps requires understanding how one part of HR affects another.
Sherry Pulcher brings full-spectrum HR expertise across employee relations, HR systems, policy and procedure development, employee documentation, unemployment claims, workers’ compensation matters, manager and workforce management, labor relations, and union environments.
The review looks at how the HR function works as a whole—not one document or one employee problem at a time.
About Sherry PulcherOnsite HR Reviews for Small and Growing Businesses
Onsite HR Infrastructure Reviews are available throughout North Carolina, Georgia, and Indiana.
Interested in an Onsite HR Infrastructure Review?
Complete the short inquiry below to tell us about your business and what prompted you to seek an HR review. After submitting your inquiry, you will be able to schedule a complimentary Business & Workforce Consultation to discuss your needs and the Onsite HR Infrastructure Review.
See What Is Working. Find What Is Missing. Know What to Fix First.
You do not have to rebuild your entire HR function because something feels wrong. First, determine what is actually happening.
The Onsite HR Infrastructure Review looks at the systems, responsibilities, documentation, management practices, and workflows behind your employees and gives you a clear path for what needs attention.
Know where the gaps are before deciding what to build.