How Roole digitized its review cycles and streamlined skills assessment with Elevo?

Context

Founded in 1982, Roole is France’s leading automobile club with over one million members. The company offers theft protection solutions, supplemental coverage to main auto insurance, as well as a media platform and free applications designed to make motorists’ lives easier. Roole is a purpose-driven company and established a foundation in 2017. Today, more than 340 employees work together to fulfill its mission.

Aude Darche joined Roole in 2019 as Human Resources Manager. Her responsibilities are varied, ranging from supporting managers and employees, to developing a shared culture across all teams, as well as initiating and leading HR projects.

Before Elevo: Excel, a roadblock to employee tracking

Before adopting Elevo, Roole’s HR team attempted to manage its review campaigns using Excel, a tool that presented numerous challenges.

”With Excel, analyzing and tracking the actions we implemented was complicated. On top of that, we couldn’t easily go back to historical records: the Excel files were stored on a shared network, in different folders, and they didn’t have consistent names. Finding a specific review was a real challenge. All these difficulties kept us from qualitatively tracking our employees’ career progression.”
- Aude Darche, HR manager at Roole

In other words, managing review campaigns in Excel proved both time-consuming and cumbersome for Roole’s HR team: it was impossible to know who had completed a review, making it equally impossible to gather quantitative metrics such as participation rates.

These obstacles, combined with a growing headcount and the broader digital transformation of HR, drove the team to adopt an innovative solution.

”Our main goal was to digitize our practices to save time, reduce administrative workload, and better support our employees while equipping our managers to offer personalized guidance to their teams. Document history was also a key focus in our approach.”
- Aude Darche, HR manager at Roole

Why Roole chose Elevo?

After benchmarking several solutions, Roole’s HR team adopted Elevo in 2020. Many factors influenced this decision.

”We chose Elevo for its ease of use, intuitive design, and quick adoption. We also selected it for its growth potential. We knew we wanted to add other modules in the medium term to meet future needs such as skills management and 360° Feedback campaigns. Finally, Elevo’s personalized support is incredible. The people there are attentive, efficient, and very professional.”
- Aude Darche, HR manager at Roole

Managing review campaigns with Elevo: googdby to time-consuming tasks

With Elevo, Roole’s HR team simplified campaign management, streamlined processes, and increased the number of reviews to strengthen employee tracking.

”Now, every time we launch a campaign on Elevo, we organize a webinar for all employees. We explain the structure and objectives of the campaign. Plus, on Elevo, at the start of each review and under every question, we share tips. For example, under the Goals section, we explain how to create a SMART goal. Now everyone has the same level of understanding and knows exactly what we expect from the reviews.”
- Aude Darche, HR manager at Roole

Roole's review campaigns on Elevo

”On Elevo, all information is centralized in one place. This means we no longer waste time searching for data. It allows us to spend less time on administrative tasks and more on analyzing and understanding our employees’ challenges. What’s more, Elevo was quickly adopted by our managers.”
- Aude Darche, HR manager at Roole

A simplified skills assessment

This year, the HR team adopted Elevo’s Skills product, a choice that made skills assessment simpler and more structured. Before Elevo, these evaluations were carried out on Notion.

”Assessing skills on Notion was very time-consuming, especially in terms of ensuring confidentiality, updating data, and completing the evaluations. It also didn’t allow us to keep a complete, accessible history for those who needed it.”
- Aude Darche, HR manager at Roole

On Notion, each employee was assessed on around 40 skills, a process Aude Darche considered overly detailed and dense.The simplification process was first tested on the Customer Advisor role, with the support of Inès, the Customer Success Manager working with Roole’s HR team.

”On Notion, we had six main themes for the Customer Advisor role, each with sub-levels. On Elevo, we kept the six main themes but listed the expected sub-categories under each. So instead of 41 skills to assess, we now have just six. This work was carried out with Inès, as well as with the Head of Customer Relations, managers, and some employees. For example, we asked Customer Advisors to test the new framework. This collaborative approach ensured strong buy-in for the project.”
- Aude Darche, HR manager at Roole

For the HR team, Elevo’s Skills module has a direct impact on employee ownership of their career paths.

”Elevo allows each employee to self-assess using a skills matrix linked to their level. This way, employees feel more involved in their career, can reflect on their current level, and identify which skills they need to develop in order to progress.”
- Aude Darche, HR manager at Roole

The next challenge for Roole's HR team

”Our next challenge is to create intelligent matrices, combining technical skills, managerial skills for those in relevant roles, soft skills common to all positions, and competencies specific to Roole.”
- Aude Darche, HR manager at Roole