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How Workiva Boosts HR Strategy and Recruitment Success with the Trust Index Survey and Certification

A global SaaS company founded in 2008 and headquartered in Iowa, partners with Great Place To Work to ensure a consistent employee experience across 14 offices. Great Place To Work Certified in 10 countries, Workiva’s platform helps CFOs manage and file financial statements with the U.S. SEC.

How Workiva Boosts HR Strategy and Recruitment Success with the Trust Index Survey and Certification

Meet Workiva

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Hi, I’m Emily Forrester. I am senior vice president of people & culture at Workiva. 

One of the keys to retaining our employees as a tech company is ensuring we have a strong sense of innovation in everything we do — that employees feel safe to respectfully challenge what we’re doing and make us better every day. 

Through the Great Place To Work® Trust Index™ Survey, we have built an even stronger understanding of what we need to create a culture that drives innovation and fuels our continued growth. 

Key Outcomes 

Unified employee feedback

Workiva used the Trust Index Survey to gather comprehensive feedback from 2,500 employees across 14 offices worldwide, enabling consistent and informed decision-making.

Enhanced communication

The survey identified a gap in pay transparency, leading to improved communication strategies. Workiva now consistently communicates pay philosophy across different regions (e.g., addressing concerns from employees in Canada and the U.S.).

Strategic action plans

Using Trust Index data, Workiva developed an action planning guide and toolkit for leaders, helping them focus on two or three key areas. This structured approach ensures targeted and effective action plans across all departments.

375:1 application ratio

Using the Great Place To Work Certification and Trust Index insights, Workiva achieved a 375:1 applicant-to-position ratio in 2023, posting 400 positions and receiving over 150,000 applicants.

Continuous improvement

The feedback from the Trust Index Survey guided initiatives like career pathing, skills framework development, compensation transparency, and benefit plan enhancements, driving ongoing strategic improvements.

Six times 100 Best winner

Named to Great Place To Work’s Fortune 100 Best Companies to Work For® List for six consecutive years, Workiva has significantly boosted its employer brand and recognition.

“The Great Place To Work Certification process and all the information we get back from our employees through the Trust Index Survey has been critical to our growth”

Emily Forrester, Senior Vice President of People & Culture at Workiva

Challenge:
Addressing regional differences in a global workforce 

We needed to better understand how our employees perceive the same things in different countries. 

As an example, a couple of years ago, Colorado started to lead the charge in terms of pay transparency. There was a requirement to put the starting pay range on every single job description. Rather than only starting with our job postings in Colorado, we did it for all our positions in the United States. 

But then our Canadian employees started asking about Canadian pay practices. They lived right across the border — why were they paid differently than their American counterparts? There was a big gap in education about compensation practices. 

Solution:
Trust Index Survey 

We run the Great Place To Work survey annually and follow up with the same survey six months later, called our “Tell Us More” survey. By running the Trust Index every six months, we get current insights and show our employees that we care about their feedback and want to keep evolving. 

Every executive team member reads every survey comment, then we cascade the results. Vice-presidents and directors get Manager Access through the Trust Index platform to analyze, compare to previous results, and discuss the insights with their teams. 

Then, the magic happens — we turn those insights into action plans. 

Our departmental leaders have strategic talent plans that they commit to at the beginning of every year. Every single department has two goals:  

  1. Ensuring that principles of diversity, equity, inclusion, and belonging are elevated in what they’re going to be doing in the year ahead. 
  2. Improving on a high-impact focus area in their Trust Index Survey results.

We strongly believe in being transparent with our employees. And that includes sharing employees’ survey results with all our team members. The Trust Index Survey makes it very easy for us to be transparent across all areas of employee experience. 

Outcome:
Enhanced understanding and communication 

Our Canadian employees questioned pay differences compared to their American counterparts, highlighting a gap in education about compensation practices. 

Without the Trust Index Survey and the ability to segment by geography, we wouldn’t have known there was a big education gap in compensation practices. 

We’ve since made a lot of effort to make sure we are communicating our pay philosophy consistently, but also localizing our message to help employees in different parts of the world have a better understanding of that philosophy. 

Challenge:
Creating strategic action plans from feedback 

Turning survey insights into actionable plans requires a structured approach to ensure alignment with company goals and continuous improvement. 

Outcome:
Targeted and effective action plans 

We operate with a continuous improvement mindset at Workiva. We understand that improving our workplace culture is an ongoing journey, not a task that can be checked off as complete. It’s about continuing to get 1% better every day. 

The feedback from the Trust Index Survey guides numerous initiatives, including career pathing and developing a skills framework. We are also enhancing compensation transparency and updating our benefit plans. The insights we gain from the survey are integral to shaping our strategy and driving continuous improvement across the organization.  

Challenge:
Enhancing recruitment and employer brand 

We aimed to use our Great Place To Work Certification and Best Workplaces™ awards to boost recruitment and brand recognition. 

Outcome:
Achieving a 375:1 applicant-to-position ratio 

In 2023, we had about 400 positions that we posted externally. We had over 150,000 applicants! I attribute much of that to the brand recognition we built through Great Place To Work. 

We’ve been named to Great Place To Work’s Fortune 100 Best Companies to Work For list for the last six years. The Trust Index is our GPS for earning a spot on that list. It provides us with the feedback we need to continuously improve and align our culture with top-performing companies. 

“The Trust Index is our GPS for earning a spot on that list”

Emily Forrester, Senior Vice President of People & Culture at Workiva

We now have a great sense of what our employees want, what they need, and what they appreciate so that we can focus on those things, earn recognition, and continue to build our employer brand. 

We can cut through “data overwhelm” 

We love the ability to slice and dice the data. With so much information, it would be easy to feel overwhelmed, but the Trust Index helps us cut through the noise.  

Over time, we’ve learned to focus on two or three key areas. We’ve developed an action planning guide that works for our organization with best practices from various departments, ensuring our leaders can turn insights into effective action plans without getting lost in the data. 

How Great Place To Work can help your organization 

The Great Place To Work Trust Index collects quantifiable data on your company culture that you can use to set your own strategic action plan. 

You can measure factors such as pay transparency, and narrow down specific demographics such as region, to tailor the data to exactly what your organization needs. If you’re ready to start improving your workplace culture, contact a member of the Great Place To Work team to learn more. 

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