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Libby Marks

Staff Management: The Complete Guide

Discover the core principles of staff management and how to master them – for an engaged and productive workforce.

Staff management. It sounds fairly straightforward. You have staff, you manage them. But it’s actually more complicated than that. 

Staff management starts with the hiring process and ends with exit interviews – by way of onboarding, performance management, development, deployment, and much more. 

Managers are proven to be the cornerstone of staff success. According to McKinsey, relationships with management are the top factor in employees' job satisfaction. And Gallup has found that 70% of the variance in team engagement can be attributed to the manager.

But, all too often, new managers are left to work out staff management for themselves. This leaves well-meaning staff managers struggling to get the best from their people. 

Beyond this, disconnected HR and resource management processes mean missed strategic staffing opportunities – which can lead to talent shortages, employee dissatisfaction, and turnover.  

But don’t worry, our guide will give you the knowledge you need to improve your staff management at a personal or organizational level.

In this article you’ll learn:

What is staff management?

Staff management is the process of managing the staffing needs of an organization, to ensure efficient, effective operations and an engaged, productive workforce. 

It involves every stage of the employee lifecycle from recruitment and onboarding, to day-to-day and performance management, upskilling and professional development, and more. 

Related: What is Staff Planning? The Beginner's Guide

What are the goals of staff management?

The purpose of staff management is to create a highly skilled workforce and productive work environment – so you optimize staff performance and business outcomes.

The primary goals of staff management include:

  • Matching supply to demand – Capacity planning to understand future workforce needs – and recruitment strategies to secure the talent you need
  • Enhancing productivity – Ensuring that employees work efficiently and effectively towards organizational goals – and are supported to high performance 
  • Improving employee engagement – Creating a work environment that promotes job satisfaction, workers’ well-being, and engagement – which leads to higher productivity
  • Developing talent – Providing opportunities for employee growth and development to build a workforce that’s fit for the future – including succession planning 
  • Ensuring compliance – Adhering to legal and ethical standards in all employment practices – as well as delivering a duty of care to your human resources 
  • Reducing turnover – Implementing strategies to retain top talent, reduce employee turnover rates – and prevent the cost and disruption of replacing staff 

The key components of staff management

Contrary to popular belief, staff management isn’t simply about line managers supervising, managing, and motivating their teams. 

As a strategic business discipline, it has several components, starting with capacity and capability planning, and lasting the full employee lifecycle. And it benefits businesses to optimize for every stage.

Here are the 8 key components of the staff management cycle. 

1. Planning

Planning involves identifying staffing needs based on organizational goals and forecasting future workforce requirements. This includes:

  • Capacity planning – Determining the number of employees required to meet business objectives
  • Capability planning – Assessing the skills and competencies needed in the workforce
  • Succession planning – Preparing for anticipated turnover of mission-critical positions 
  • Role design – Creating meaningful work and productive jobs that are attractive to applicants

2. Recruitment 

Effective recruitment and hiring practices are crucial for building a talented and diverse workforce. This involves creating clear job descriptions, using various recruitment channels to attract applications, conducting interviews, and selecting candidates who best fit organizational and job requirements.

The recruitment stage touches on a wide range of activities, including but not limited to: 

  • Employer brand management – Building a strong employer brand to become an employer of choice, so top talent comes to you, instead of you chasing them
  • Candidate pipeline management – Developing and maintaining a pool of potential candidates for future openings, such as past applicants, former workers, and future graduates 
  • Interviewing – Conducting interviews and assessments to ensure candidates are a good fit for the role and the company culture
  • Legal compliance – Ensuring all processes and employment conditions comply with relevant labor laws

3. Onboarding 

Onboarding and training involve introducing new employees to the organization and providing them with the training and resources they need to excel. The aim is to support them through their learning curve and reduce their time to competence.

  • Orientation programs – Familiarizing new hires with company policies, culture, and procedures
  • Role-specific training – Providing training specific to the job role to ensure resources have the skills and knowledge needed to perform their duties effectively
  • Mentoring and support – Assigning mentors or buddies to help new employees adjust and integrate into the team

4. Deployment

Day-to-day staff deployment involves the effective allocation and management of resources to ensure optimal productivity. Depending on the nature of the business, this can include:

  • Staff allocation – Allocating the right people to the right tasks based on their skills and availability – and achieving optimal resource utilization rates
  • Scheduling and shift planning – Ensuring that staffing levels meet the demands of the business, particularly in organizations with variable workloads
  • Workload management – Ensuring fair and balanced workloads to protect against overutilization while maintaining productivity – plus observing relevant labor laws

Let’s not forget the other tasks involved in day-to-day staff management, which includes a wide range of activities – from planning and prioritizing work, to processing payroll and expenses. 

5. Performance 

Performance management is the process of setting goals and expectations, monitoring progress, and providing feedback to workers. It involves monitoring and evaluating employee performance to ensure alignment with organizational objectives and includes:

  • Goal setting – Clarifying responsibilities, allocating work, and setting clear goals for employees 
  • Feedback and appraisals – Providing regular feedback and conducting formal evaluations to assess performance and identify areas for improvement
  • Coaching – Supporting employees to high performance 
  • Interventions – Addressing any problematic workplace behavior, such as absenteeism and other signs of disengaged employees.

6. Development

Employee development focuses on offering continuous learning opportunities and career development programs. This helps your business secure the skills it needs for success and supports employee retention and satisfaction. 

  • Upskilling – Using training, stretch assignments, internal mobility, etc so people can gain experience and enhance their skills
  • Job shadowing – Providing opportunities for resources to shadow people to round out their knowledge
  • Career pathing – Helping employees plan and navigate their career progression within the organization

7. Retention 

Employee turnover comes at a cost – financially and operationally. So retention strategies are worth investing in. To create a positive employee experience and high employee engagement, consider the following: 

  • Employee well-being – Support mental and physical health through wellness programs and counseling services – employee happiness correlates directly with productivity
  • Work-life balance – Offer flexible working hours, remote work options, and sufficient paid time off to reduce stress and employee burnout
  • Employee preferences – Tailor roles to match individuals’ strengths and interests to increase engagement and satisfaction 
  • Career progression – Provide clear career development paths and opportunities for promotions to motivate resources to stay and grow with the company

8. Exit process

The exit process kicks in when someone hands in their notice. It ensures a smooth transition to the new post-holder and provides an opportunity to understand what went wrong, and could be improved. It includes:

  • Exit interviews – Conducting interviews with departing employees to gather feedback and identify areas for improvement
  • Knowledge transfer – Ensuring the leaving employee passes on their knowledge and responsibilities to their replacement (or remaining teammates)
  • Maintaining relationships – Staying in touch with former workers who could – one day – return to the organization 

What are the challenges of staff management?

Where do we start? The staff management process is hard to get right and there are potential pitfalls at every stage of the process 🙈

Staff management problems are why platforms like Runn exist. To make things easier for companies like yours. 

Here are some of the major challenges of staff management that we can help with – from recruitment and retention, to skills management and strategic alignment. 

Knowing when and who to recruit

A productive and profitable workforce depends on having the right type and number of staff to deliver your product and services, without overspending on staff and skills you don’t need.

But knowing when and who to recruit can be a challenge. Factors like organizational growth, project timelines, market conditions, and seasonal fluctuations can influence recruitment needs. So how can you identify hiring needs.

It comes down to data – you need data to make correct, confident recruitment decisions. Like:

  • Resource utilization by type
  • Short- and long-term capacity
  • Turnover rates and patterns
  • Project timelines
  • Workload forecasts

All of which you can find in a platform like Runn – so you can build a reliable staffing model that powers business success.

Understaffing, overutilization, and burnout 

Even when you know what staff you need, it can be hard to get them. This can lead to sub-optimal staffing levels, which results in long hours, overutilization, and employee burnout. Left unchecked, this can undermine morale and productivity and lead to staff turnover.

Effective resource management is essential to mitigate the challenge of understaffing. To deal with understaffing, you can:

  • Draw on contingent workers during peak periods
  • Employ resource leveling techniques to balance workloads 
  • Use resource management tools to monitor and manage utilization rates
  • Upskill and cross-train employees to make them transferable to different tasks, as demand dictates

A resource management platform benefits businesses by making this whole process considerably easier – providing data and tools to manage different staff types effectively and balance workloads equitably. 

Aligning staff interests with opportunities 

In a larger business, knowing your staff well enough to match them with suitable opportunities is hard. 

Unless you’re on a first-name basis with your resources, it’s hard to keep track of who’s who, what they do, and what’s going to stimulate and stretch them. 

This is where talent discoverability comes in—the ability to identify and leverage the skills and interests of your workforce. 

Resource management software centralizes information about staff roles, skills, interests, and capacity. 

This allows you to align individuals with opportunities that engage and develop them – leading to higher employee engagement, satisfaction, and retention – as well as align with your strategic priorities.

How to improve staff management 

OK. Beyond using a resource management platform to improve staff management, what else can you do? We’ve got some expert advice for organizations and individual managers.

Best practices for organizations 

Train managers

Earlier, we highlighted the key role that managers play in business success. People leave bad managers. But, often, managers don’t get the support they need to do better. Provide training for staff managers in all elements of their role:

  • Practical day-to-day management – like planning and performance management
  • Effective resource management
  • Leadership skills – like empathy and resilience 

Remember, there’s a big difference between management and leadership skills – and your managers need both – for their sake and their reports. 

Set staff management KPIs

Managers can get so caught up in pursuing their KPIs that performance soars but morale plummets – leading to disengagement, lowering productivity over time, and turnover. It’s counterproductive.

Managers should have staff management KPIs that give them permission to balance performance goals with engagement, recruitment, and retention objectives. For example:

  • Employee turnover rates
  • Employee satisfaction scores
  • Time-to-fill vacancies 
  • Employee progression within the business

Use technology and data
It’s worth saying again, technology can greatly enhance staff management processes – whether that’s resource management software to help plan capacity and optimize resource utilization, or HR tools to streamline recruitment and performance management. 

Best practices for staff managers 

Really get to know your resources

Employee motivation and engagement are critical for maintaining high levels of productivity and job satisfaction. That requires you, as a manager, to understand what makes your team members tick. Then you can match people with opportunities that align with their interests and career aspirations, increasing engagement and performance, while upskilling your team. 

Worried if you upskill people too much they’ll leave? Make that a point of pride – that you’re the manager who unlocks potential and helps people progress in the business. 

Lead, don’t manage

Instead of simply overseeing tasks and ensuring compliance, focus on inspiring and motivating your team with the bigger picture.

Effective leadership involves setting a clear vision and inspiring your team to work towards shared goals. It means guiding your team through challenges, creating psychological safety for people to try and fail, and coaching them to find their own solutions. 

It isn’t always easy – and that’s why many staff managers prefer to just ‘manage’ their team. But strong leaders inspire innovation, dedication, and loyalty – which can translate into bottom-line business results. So it’s worth rising to the challenge. 

Advocate for yourself

Staff managers are stressed! Advocate for yourself to get the training and support you need to excel at your job. Seek out training opportunities to enhance your skills in leadership, communication, interpersonal skills, delegation, prioritization, conflict management, and more. 

Advocating for your own training will develop your skills and confidence in your role, deliver better outcomes for your team, and set a positive example for your colleagues, showing the importance of lifelong learning and professional development. 

By implementing these staff management best practices, companies and individual managers can build a productive, motivated, and satisfied workforce – one that drives success and business growth.

Better staff management with Runn

If you want to know:

  • When and who to recruit
  • How much capacity you have
  • What skills you have at your disposal
  • Whether you’re overworking employees
  • Or – worse – wasting their time and talents

You want Runn.

Find out how Runn makes staff management easier. 

Or start your 14-day free trial today to explore Runn for yourself.

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