This Toolkit provides a roadmap for HR leaders who are committed to improving the financial health of their employees. The sections of the Toolkit represent the four key stages of designing and implementing a financial health strategy for your workforce.
Take time to understand the diverse needs of specific employee segments and prioritize the most acute challenges.
Conduct a gap analysis and explore the landscape of financial health solutions to meet the employee needs identified.
Design an engagement strategy that removes barriers to access and fosters trust to drive meaningful outcomes.
Use key metrics to track progress over time, learn what works, and adapt to improve employee and business outcomes.
Employees are financially healthy when they spend, save, borrow, and plan in ways that build resilience and enable them to pursue opportunities over time. While there are many societal, community, and individual factors influencing your employees’ financial health, you also play an important role as an employer. By designing your HR strategies, policies, and practices with an eye toward improving financial health outcomes, you have an opportunity to improve employee well-being and business performance at the same time.
This Toolkit is made possible through the generous support of the Target Foundation.
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