CUSTOMER STORIES | WHITEHALL GROUP | 4 MIN READ
How Whitehall Group manages flexible working patterns, absence and performance reviews with Evalu-8 HR
A closer look at how Whitehall Group has continued adapting Evalu-8 HR around evolving working arrangements and day-to-day people processes.
Customer story
How Whitehall Group Simplified Flexible Working and HR Management with Evalu-8
Whitehall Group is a multi-award-winning pension services provider specialising in Small Self-Administered Schemes and Self-Invested Personal Pensions.
The Challenge
- Managing rotating working patterns, custom hours and nine-day fortnight arrangements.
- Tracking annual leave entitlement in hours rather than days.
- Keeping holiday bookings, sickness records and employee availability organised as flexible working arrangements evolved.
- Maintaining a consistent approach to employee performance reviews.
The Solution
- Evalu-8 HR allows Whitehall Group to manage different working patterns and leave entitlements in one system.
- Holiday booking, sickness reporting, and absence management work alongside employee schedules, giving HR clearer visibility of availability.
- Performance reviews can be managed through a more structured and consistent process.
Whitehall Group’s key Evalu-8 HR features
Working pattern management
Holiday and leave management
Absence management
Sickness reporting
Performance evaluations
Employee availability tracking
What Evalu-8 HR supports for Whitehall Group
Rotating working patterns
Custom employee working hours
Nine-day fortnight arrangements
Hourly leave entitlements
Annual leave booking
Sickness and absence recording
Employee availability visibility
Structured performance reviews
The Benefits for Whitehall Group
Greater flexibility: Manage different working arrangements without relying on one standard working pattern.
More accurate leave tracking: Record holiday entitlement in hours to suit individual working arrangements.
Clearer employee availability: Better visibility of working patterns, holidays, and sickness.
Simpler absence management – Keep leave requests and sickness information connected to employee schedules.
More consistent performance reviews: A structured approach to managing employee evaluations.
Less manual administration: Manage complex working arrangements through one central HR platform.
WORKING PATTERNS THAT REFLECT THE REAL BUSINESS
Managing rotating working patterns and a nine-day fortnight
Not every organisation works around a standard Monday-to-Friday pattern.
One of the most useful parts of Evalu-8 HR for Whitehall Group has been the ability to configure working arrangements around the way the organisation actually operates. The platform supports rotating patterns, custom working hours and the business’s nine-day fortnight arrangement.
These working patterns connect with holiday booking, sickness reporting and absence management. This gives the HR team a clearer view of employee availability and helps ensure that leave entitlement reflects each employee’s actual working arrangement.
“The ability to build specific and rotating shift patterns, including our nine-day fortnight arrangement, has been really useful. It links well with absence reporting and holiday booking.”
A MORE CONSISTENT PROCESS ACROSS MANAGERS
Creating a clearer approach to performance reviews
Whitehall Group has also used Evalu-8 HR to improve the way performance reviews are managed across the business.
Previously, review processes could vary between managers and rely on different paper-based forms. By building tailored evaluation models within the system, the HR team introduced a more structured and consistent approach.
This has made the process easier for managers to follow while giving Whitehall Group room to keep refining its approach over time.
The evaluations area made a big difference for us. We built a number of models into the system to help standardise and streamline performance reviews rather than relying on paper forms that varied between managers.”
ONGOING SUPPORT AND TRAINING
HR software that can keep adapting as the business evolves
For Whitehall Group, the value of Evalu-8 HR lies in its balance between functionality, flexibility, and cost.
The platform provides the tools needed to manage important day-to-day HR processes without forcing the organisation into a rigid structure or introducing unnecessary complexity.
The relationship has not stopped at implementation. As Whitehall Group has continued adapting the platform, the Evalu-8 support team has provided responsive assistance and individual training sessions when needed.
The platform is flexible enough to adapt to the needs of the business rather than forcing a rigid process. I also think it offers a strong balance between functionality and cost.”
Main takeaways
- Specific and rotating working patterns can reflect the way the organisation operates.
- Leave entitlement can be tracked in hours for more accurate flexible-working records.
- Holiday booking, sickness reporting and absence management are connected.
- Tailored evaluation models support a clearer performance-review process.
- Responsive support helps the team refine how the platform is used over time.
Whitehall Group's key Evalu-8 HR features
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See how Whitehall Group uses Evalu-8 HR to manage flexible working patterns, absence and performance reviews.
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Bring employee records, absence management, working patterns, documents, training, performance processes, and reporting together in one place.
