In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Kevin Kliman, Co-Founder and Co-CEO of Humi. Humi is an online platform for managing basically everything that has to do with people in your business. Kevin Kliman talks about HR advice, strategies, and pitfalls to avoid for human resources in its relationship to financial planning.
Episode Highlights:
● 01:32 – Kevin Kliman explains what Humi is and the work he does with them.
● 03:24 – What does hiring people and turnover cost people aside from their salaries?
● 11:09 – What are some best practices around onboarding that really work effectively and have an impact?
● 13:21 – Kevin talks about the consequences of not having paperwork taken care of properly.
● 15:14 – What should employees be doing to address onboarding concerns?
● 17:22 – Kevin discusses firing people, dismissal and the risks surrounding that.
● 21:29 – When it comes to payroll, remove all the friction.
● 25:34 – What are some best practices for onboarding and maintenance of the plans in
general?
● 38:41 – Trust is earned.
● 39:17 – Kevin Kliman shares his final thoughts
3 Key Points
1. When hiring, make sure you are filtering for company culture fit, use recruiting
to signal to them what your expectations are, and be authentic.
2. Build an emotional bond between new employees and the rest of the team.
3. The Employment Standards Act (ESA) is the bare minimum for companies as
to how they have to treat employees.
Tweetable Quotes:
● “Humi is a cloud-based employee system of record for Canadian businesses with 5 to 500 people. It’s kind of a fancy way of saying that we combine payroll, HR, health benefits into a single simple system, cloud-based system that can be accessed from any device.” – Kevin Kliman
● (Humi) “We are really replacing paper contracts, Excel spreadsheets, all the multiple siloed systems that people use to manage the people side of their business.” – Kevin Kliman
● (Humi) “The company is four and a half years old. There are now over 1000 companies that are on Humi and they employ over 30,000 people.” – Kevin Kliman
Resources Mentioned:
● Facebook – Jason Pereira’s Facebook
● LinkedIn – Jason Pereira’s LinkedIn
● FintechImpact.co – Website for Fintech Impact
● jasonpereira.ca – Website
● Linkedin – Kevin Kliman’s Linkedin
● Twitter – Kevin Kliman’s Twitter
● Humi.ca – Website for Humi
● Kevin@Humi.ca – Email Kevin Kliman
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