Traditional HR metrics only tell part of the story. The VALU Employee Balance Sheet® brings together engagement, recognition and wellbeing data into a single, comprehensive view of your workforce health. Make informed decisions based on real insights, not guesswork.
The Employee Balance Sheet® is generated from data the VALU platform already sees. No additional surveys, no extra data entry — just real-time signals from three complementary sources.
Peer-to-peer recognition activity, value-tagging patterns, who’s giving and receiving. Surfaces the behaviours your organisation is actively reinforcing — and the ones it isn’t.
Anonymised wellbeing check-in responses aggregated at organisation level. Trend lines surface mood patterns continuously, so dips are visible while there’s still time to respond to them.
Platform participation, survey response rates, recognition reciprocity. The quantitative side of engagement — not what people say in an annual survey, but what they actually do day-to-day.
Most organisations rely on fragmented data sources to understand their workforce: annual engagement surveys, absence records, performance reviews and exit interviews. By the time patterns emerge from these disconnected sources, it's often too late to act.
The Employee Balance Sheet® changes this. By integrating real-time data from VALU's Recognition & Reward platform – including peer recognition activity, wellbeing check-in trends and engagement metrics – you get a living, breathing picture of organisational health. Not a snapshot from six months ago, but insights you can act on today.
This holistic approach reveals connections that traditional metrics miss. You might notice that recognition activity drops in the weeks before wellbeing scores decline, giving you an early warning signal. Or that engagement patterns shift in response to specific organisational events — and have the evidence to respond.
Leadership teams often make workforce decisions based on intuition, anecdote or incomplete information. The Employee Balance Sheet® provides the evidence base you need to invest confidently in your people.
Whether you're planning wellbeing initiatives, reviewing recognition programmes or benchmarking team performance, you'll have clear, objective data to guide your strategy. No more relying on the loudest voices in the room or the most recent crisis to set priorities.
The insights also help you make the case for ROI on people initiatives. When you can show the board that recognition activity and wellbeing scores have moved together over time, you give HR conversations the kind of evidence that turns them from cost-centre debates into strategic ones.
The Employee Balance Sheet® categorises organisational health into four clear stages, helping you understand where you are and what it takes to improve.
Engagement is starting to grow, with some activity recorded. Users are beginning to explore features but require encouragement and guidance to build momentum.
Steady engagement present but not yet consistent. Opportunities exist to deepen adoption and increase regular, meaningful use across the team.
High engagement levels with consistent platform use. Users actively participate, share, and benefit, contributing positively to team and organisational outcomes.
Exceptional engagement driving measurable results. Platform use is embedded in daily routines, influencing culture, performance, and long-term organisational success.
Real-time data flows in from recognition activity, wellbeing check-ins and engagement metrics across the VALU platform. No additional surveys or data entry required.
Responses are weighted, anonymised where needed, and combined into a composite score for the organisation as a whole. Team and department-level breakdowns are on the roadmap.
The Balance Sheet renders the workforce health view: a headline score, the four-stage classification, individual metric breakdowns and trend lines over time.
Trend and correlation views help leaders see where the organisation is moving — where recognition activity is shifting, where wellbeing trends are diverging, where engagement is gaining or losing ground. Reports export for board and leadership reviews.
Live data from recognition activity, wellbeing check-ins and engagement metrics. See what's happening now, not what happened last quarter.
Track changes over time to identify patterns. Spot early warning signs before small issues become big problems.
Trend and correlation data points to where recognition activity, wellbeing scores or participation are slipping. The evidence to choose where to invest attention — not a generic dashboard.
The Balance Sheet draws from what employees actually do on VALU — sending recognition, responding to check-ins, engaging with announcements. No separate survey to chase, no offline data to maintain.
Aggregated insights that protect individual privacy. Wellbeing data is anonymous and never attributed to individuals.
Generate reports for leadership and board meetings. Present compelling evidence for your people strategy.
Move from anecdotal storytelling to evidence-based people strategy. Walk into exec meetings with a single-page view of organisational health, not a slide deck of disconnected metrics.
See workforce performance alongside the other operational metrics that drive the business. Engagement isn’t a soft topic any more — it’s a measurable input to retention, productivity and customer outcomes.
Engagement, wellbeing and recognition data in a form that supports board-level conversations about retention and people investment. Correlations between the three streams turn anecdote into evidence HR directors can stand behind.
The Employee Balance Sheet® is VALU’s real-time workforce health score. It combines recognition activity, wellbeing check-in trends, engagement metrics and platform participation into a single composite view, categorised into four engagement stages: Emerging, Developing, Thriving and Excelling.
Three real-time data streams from elsewhere on the VALU platform: peer-to-peer recognition activity (volume, value-tagging, distribution), wellbeing check-in responses (mood, sentiment trends), and engagement metrics (participation, survey response rates, platform usage). No additional data collection is required — the Balance Sheet is generated from what the platform already sees.
No. Wellbeing data is anonymised and only ever surfaced as aggregated team or organisation-level trends. Individual responses are never attributed to named employees. The Balance Sheet protects individual privacy while making collective patterns visible.
Emerging (early activity, requires encouragement), Developing (steady but inconsistent engagement), Thriving (high consistent engagement, positive outcomes), Excelling (exceptional engagement embedded in daily routines). Each stage has specific recommendations for moving to the next.
Not yet. The current Balance Sheet is an organisation-wide view, designed to give senior leaders a single composite measure of workforce health. Site and department-level breakdowns are on the roadmap to support more granular analysis for HR business partners and line leaders, with minimum-cohort thresholds to preserve anonymity for smaller teams.
Yes. Reports can be generated for leadership and board meetings showing engagement trends, recognition activity, wellbeing patterns and correlations between them. Data is presented in a format designed for non-technical audiences, with clear visualisations of where things are moving.
The Employee Balance Sheet® turns recognition, wellbeing and engagement data into a single, real-time view your leadership team can actually act on.
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