Beyond the Paycheck

Beyond the Paycheck

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Beyond the Paycheck episodes

  • Why Procept BioRobotics builds for the highest performers and the fewest of them

    Summary
    Stacey Porter, Chief People Officer at Procept BioRobotics, joins host Kelsey Willock on Beyond the Paycheck to talk about the psychology behind supporting people at work. Stacey started in orthopedic sales while training as a clinical social worker, and the high-performing team she found there sent her into a doctorate in habit formation and performance psychology. Today she leads people at a company of almost 1,000 in San Jose that builds a surgical robotic platform for men's health.

    She explains money's role in motivation, why frictionless benefits give people the cognitive space to do hard jobs, and why great managers are an obsession "with a capital O." Stacey shares how she makes the case for people when the spreadsheet doesn't: jobs to be done, collective work and growth, because loyalty now goes to careers, not companies. Her mantra is to design an organization with the highest performers and the fewest of them. She also covers 401(k)s and employee stock purchase plans, how she stays current, and the compensation shift she sees coming: paying for short-term contributions across the organization. Built for CHROs, total rewards and benefits leaders who want to connect people investments to performance.

    Chapters
    00:00 Intro
    00:42 Meet Stacey Porter, Chief People Officer at Procept BioRobotics
    01:01 From orthopedic sales to performance psychology
    02:32 A surgical robot for men's health
    03:21 A drive-thru video pagoda and a navy leather jacket
    06:08 Money's role in motivation
    07:29 Frictionless benefits and the cognitive space to do hard work
    09:30 Why great managers are an obsession
    11:08 Clarity: don't underwork or overwork the work
    13:18 Making the case for people when the spreadsheet doesn't
    15:19 Loyalty is to careers now, not companies
    16:23 The highest performers and the fewest of them
    18:31 401(k)s, stock purchase plans and planning for life
    21:11 Staying current: books, peer networks and pilots
    22:24 The comp shift HR isn't ready for: paying for contribution

    Takeaways
    - Benefits that just work give employees the cognitive space to do hard, multifactorial jobs well.
    - Good humans can still fail as managers without key skills; manager training is the layer that shapes culture.
    - Uber clarity about what is expected keeps people from underworking or overworking their work.
    - Make the case for people through jobs to be done, collective work and growth, because loyalty now goes to careers, not companies.
    - Short-term, paid opportunities across the organization could reward contribution, not just skill.

    Connect with the Guest
    Stacey Porter LinkedIn: https://www.linkedin.com/in/slaporter
    Company Website: https://www.procept-biorobotics.com

    Sponsor
    Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

    With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

    See a demo at https://www.aurafinance.com/

    23 min
  • Salary won't be enough: DataArt's case for total rewards

    Summary
    Julia Zavileyskaya, Chief People Officer and partner at DataArt, joins host Kelsey Willock on Beyond the Paycheck to explain why salary alone will not be enough. Julia has spent more than 20 years at DataArt, an international technology company with more than 6,000 professionals, and has had several careers inside it, starting from a first IT job as a support manager at an internet provider in the late '90s. She describes how the war in Ukraine reshaped what supporting the whole employee means, from relocation to new processes, and why no company can solve every problem in a person's life but it can be a true partner. Julia covers the shift from a benefits catalogue to a wider contract between company and employee, how certifications help demonstrate expertise to clients and support employees’ professional development. Internal mobility gives colleagues new opportunities while reducing recruitment and onboarding costs and the risk of hiring the wrong candidate.

    Chapters
    00:00 Intro

    00:42 Meet Julia Zavileyskaya

    02:15 First IT job and first paycheck

    03:25 What being an HR leader means

    04:36 Supporting people through the war in Ukraine

    06:45 Moving beyond a benefits catalogue

    07:45 Measuring people support and client value

    10:10 Certifications and internal mobility

    12:32 Lessons from benefits and mentoring programs

    13:54 Staying current with Coursera and UNLEASH

    15:32 Financial well-being across countries

    17:38 Supporting employees who relocate

    18:35 Why salary alone won't be enough

    19:32 Closing thoughts

    Takeaways
    - No company can solve every problem in a person's life, but it can be a true partner; setting the right level of expectations is part of total rewards.
    - Total rewards is more than compensation and benefits: learning, internal mobility, reskilling and relocation belong in the same conversation.
    - In a services business, employee experience shapes the service clients receive, so people investment ties directly to client value.
    - Certifications and internal mobility make the internal case easier: they prove expertise to clients and cut recruiting, onboarding and mis-hire risk.
    - A global company can't assume one size fits everyone; financial support has to be tuned to each country, from currency swings to new tax systems.

    Connect with the Guest
    Julia Zavileyskaya LinkedIn: https://www.linkedin.com/in/juliazavileyskaya/
    Company Website: https://www.dataart.com

    Sponsor
    Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations. Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

    With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

    See a demo at https://www.aurafinance.com/

    21 min
  • Companies are getting priced out of benefits. Now what?

    Summary
    Amber Little, CHRO at Nation's Best, joins host Kelsey Willock on Beyond the Paycheck to talk about leading the whole human in a fast-growing hardware, home center and lumber business. She traces her people philosophy to a first job at 15 as a dietary aide in a nursing home, where she learned that every role matters and that the value of someone's work is not determined by their title. Amber lays out the five pillars behind her benefits strategy, from physical and financial well-being to the one most companies skip, connection and belonging, and the women's leadership retreat that brings 60 women to a Texas ranch every year. She explains why supporting people enables performance instead of lowering the bar, how she wins C-suite investment when the spreadsheet can't show immediate ROI, a variable co-pay plan that has been harder to land than expected, and what financial health means for an hourly retail workforce aged 18 to 80. Her warning for HR leaders: companies are getting priced out of benefits, and stipends, risk and co-ops may be what comes next. Built for CHROs, total rewards and benefits leaders who want benefits people actually use.

    Chapters
    00:00 Intro
    00:44 Meet Amber Little, CHRO at Nation's Best
    02:07 A first job at 15 in a nursing home
    03:23 Every role matters, no matter the title
    04:42 The five pillars of whole human benefits
    07:54 Where organizations fall short: connecting the dots
    08:50 Supporting people enables performance
    09:51 Making the case when the spreadsheet can't
    11:10 The variable co-pay experiment
    12:56 How she stays current: SHRM, roundtables and old bosses
    15:08 Financial health for an hourly retail workforce
    18:52 Companies are getting priced out of benefits
    22:12 Whole human leadership and a 52-week journal

    Takeaways
    - Adding benefits is not the same as supporting people: if employees don't know what a benefit is, how to access it or what it's worth, it's worthless to them.
    - Whole human benefits rest on five pillars, and the one most organizations skip is connection and belonging.
    - Supporting people doesn't mean lowering the bar; high expectations and human-centered leadership can coexist when people get what they need to reach the bar.
    - Win investment by connecting the chain: people experience drives engagement, engagement drives performance and retention, and that drives customer experience and financial results.
    - With 15 to 50% benefit increases, more companies will get priced out of traditional plans and turn to stipends, more risk or co-ops to keep coverage valuable.

    Connect with the Guest
    Amber Little LinkedIn: https://www.linkedin.com/in/amberrosslittle
    Company Website: https://nationsbest.net
    Whole Human Leadership journal: https://www.amazon.com/dp/B0H1NV85PB

    Sponsor
    Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations. Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

    With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

    See a demo at https://www.aurafinance.com/

    25 min
  • Employable, not just employed: West Monroe's people bet

    Summary
    Tanya Moore, Chief People Officer at West Monroe, joins host Kelsey Willock on Beyond the Paycheck to make the business case for supporting the whole person at work. She starts with a first job at Litton Industries full of people who hated it, the survey she ran to fix it, and the client in Columbus, Ohio, who told her young consultants to work to live. At West Monroe, a 2,000-person business and technology consulting firm, 85% of employees say they can bring their genuine self to work, and Tanya explains why she keeps that priority while fellow CHROs are walking away from it: client satisfaction scores so high she thought they were being calculated wrong. She covers how the firm teaches AI by role rather than by mandate, why her job is to make people employable and not just employed, the mental health claims that are finally coming down, the EAP she scrapped for a platform 25% of employees rave about, and the shift she says most HR leaders are not ready for: paying for skills. Built for CHROs, total rewards and benefits leaders who want a human-centric culture that also shows up in the numbers.

    Chapters
    00:00 Intro
    00:42 Meet Tanya Moore, Chief People Officer at West Monroe
    01:38 A first job full of people who hated it
    02:48 Work to live, don't live to work
    04:18 Can you bring your genuine self to work? An 85% score
    07:35 Human-centric work and client satisfaction scores
    09:10 Balancing AI with the human in the loop
    11:46 Scrapping the EAP and the 25% who rave about its replacement
    15:40 Financial stress doesn't announce itself
    17:41 The comp shift HR isn't ready for: paying for skills

    Takeaways
    - Supporting the whole person is a client strategy, not a perk: supported, growing employees are the ones who put in the extra effort that shows up in client satisfaction scores.
    - Human-centric does not mean everyone likes every decision. Hard calls still get made, but with empathy and transparency, and people know they can go to a manager or HR and actually get help.
    - Teach AI by role, not by mandate. The goal is to make people employable, with skills that let them land on their feet whether they stay or go.
    - Build the case with the data you have (mental health claims coming down) and skate to where the puck is on the rest, testing and adjusting as you go.
    - Paying for skills requires two things most companies lack: skills data and managers who can explain the market value of skills and why pay differs.

    Connect with the Guest
    Tanya Moore LinkedIn: https://www.linkedin.com/in/tanyaemoore/
    Company Website: https://www.westmonroe.com

    Sponsor
    Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations. Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

    With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

    See a demo at https://www.aurafinance.com/

    22 min
  • Expecting humans to be frictionless is where HR falls short

    Summary
    Kelsey Willock sits down with Khadijah "Kay" New, Chief Human Resources Officer at H2O America, the water and wastewater utility serving Connecticut, Maine, Texas and California. Kay traces two decades of people leadership from recruiting at SGS to HR at Avangrid to a utility that grows through acquisition, and explains why supporting the whole employee means diverse benefits, real flexibility and leaders who coach rather than dictate. She names the industry's blind spot (expecting humans to be frictionless), shows how financial stress reaches every level of the org chart, shares the tuition payback experiment that paid down employees' student loans, and describes the shift most leaders aren't ready for: employees counting what it costs them to work for you. For CHROs, total rewards and benefits leaders, and anyone building a people strategy for a four-generation workforce.

     

     

    Chapters
    00:00 Intro
    00:42 Meet Kay New, CHRO at H2O America
    04:51 A first job at McDonald's and a first paycheck at the movies
    06:49 The leader her grandmother and mother would have wanted
    08:20 Supporting the whole employee across 4 generations
    10:15 Expecting humans to be frictionless
    12:41 Take care of the people, and the vibe check
    15:03 Tuition payback and financial stress at every level
    19:09 The comp shift most leaders aren't ready for
    21:55 Leading What's Next and AI that restores people

     

     

    Takeaways
    - Supporting the whole employee means diverse benefits, diverse support and the flexibility to meet 4 generations where they are, not a checklist that worked 15 years ago.
    - The industry falls short when it expects humans to be frictionless; lived experiences don't stay at the door, so leaders have to coach people to work at a sustainable level.
    - Take care of the people and the people take care of everything else, and you'll see it in the room before you see it in the survey.
    - Financial stress shows up at every level, from childcare costs to college tuition, so a compensation strategy can never be set and forgotten.
    - Employees are counting what it costs them to work for you, and AI should give people their time back rather than replace them.

     

     

    Connect with the Guest
    Khadijah New LinkedIn: https://www.linkedin.com/in/kay-new
    Company Website: https://www.h2o-america.com
    Newsletter: Leading What’s Next: https://www.linkedin.com/newsletters/leading-what-s-next-7496791425804754944
    Book: AI in HR: How Copilot Agents Power Enablement and Human-Centered Change: https://a.co/d/0h8bXju0

     

     

    Sponsor
    Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

    With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

    See a demo at https://www.aurafinance.com/

    24 min
  • Why Included Health made its own employees the case study

    Summary
    Jim O'Gorman, Chief People Officer at Included Health, joins host Kelsey Willock Jones on Beyond the Paycheck to argue that healthcare has become the benefit that decides who stays. He starts with a phone call from a fellow CHRO facing a 52% premium increase, most of which will land on employees, and explains why switching insurance carriers every renewal disrupts care without fixing cost. The alternative he makes the case for is alternative plan design, led by employers rather than insurers. At Included Health he tested the idea on his own people: employees and their dependents get free access to everything the company sells, connecting mind, body and wallet in one benefit, with no double digit benefits increases, high engagement and low attrition to show for it. He also explains why the CHRO has to be the best long-term planner in the business, how he builds a three-year plan in lockstep with the CFO, and why equity is losing its power to retain people in health tech. Built for CHROs, total rewards leaders and finance partners who are tired of renewals that just pass the bill along.

    Chapters
    00:00 Intro
    00:42 Meet Jim O'Gorman and Included Health
    01:28 The paper boy mafia and a first paycheck
    02:47 How his family's healthcare costs shaped his work
    04:26 Why employer healthcare needs disruption
    06:43 Mind, body and wallet
    08:30 Collapsing point solutions into one benefit
    11:27 The CHRO as the best long-term planner
    14:57 The equity bet that stopped paying off
    15:59 Alternative plan design and a final message

    Takeaways
    - Premium increases rarely stay with the employer. A 52% renewal usually becomes a paycheck problem for employees whose salaries are not rising as fast.
    - Switching carriers every renewal disrupts care and delays treatment, so it is a cost of its own rather than a strategy.
    - Mind, body and wallet are connected, and one integrated benefit serves employees better than a stack of separate point solutions.
    - Testing a benefit on your own people first gives you real evidence on cost of care, engagement and attrition.
    - A three-year people plan built with the CFO and shared by the leadership team earns more investment than requests with 12 months of runway.

    Connect with the Guest
    Jim O'Gorman LinkedIn: https://www.linkedin.com/in/jim-o-gorman-0b32278/
    Company Website: https://includedhealth.com

    Sponsor
    Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations. Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

    With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

    See a demo at https://www.aurafinance.com/

    19 min
  • LPL Financial's answer to employee money stress

    Summary
    Julie Molloy runs compensation, benefits and recognition as EVP of Total Rewards at LPL Financial, a wealth management firm of roughly 9,500 employees whose entire purpose is helping financial advisors take care of everyone else's money. On this episode of Beyond the Paycheck, she tells host Kelsey Willock what happened when the company turned that purpose inward and gave its own employees free access to an LPL financial advisor. The early numbers are already moving: people who take even one meeting are raising their 401k contributions.

    The conversation goes well past the program itself. Julie explains how she builds the internal case for benefits when the spreadsheet refuses to show a clean ROI, walks through a caregiver leave expansion at a prior employer that resonated so well it blew past every financial model her team had built, and names the two shifts she thinks HR is least prepared for: full pay transparency and the expectation that benefits will be personalized the way consumer apps already are. She also traces where her convictions about fair pay came from. She was raised by grandparents who lived on welfare, was the first in her family to attend college, made burgers at Burger King, and took her first grown up paycheck from a KPMG internship straight to the mall.

    Chapters
    00:00 Welcome and Julie's path through total rewards
    02:26 What LPL Financial does and who works there
    04:04 Burger King, KPMG, and the first grown up paycheck
    05:43 Raised by grandparents on welfare
    07:33 A free financial advisor for LPL employees
    09:45 Why financial stress follows people to work
    11:33 Making the case when the spreadsheet will not
    14:25 Small round tables over three day conferences
    16:43 The caregiver leave that worked too well
    19:00 Pay transparency and personalized benefits

    Takeaways
    - LPL Financial gives its own employees free access to an LPL financial advisor, and employees who take even a single meeting are already increasing their 401k contributions.
    - Julie treats financial well-being as the third leg of well-being alongside mental and physical health, not a nice to have bolted on at the end.
    - Benefits investments rarely produce a clean ROI line, so total rewards leaders have to be storytellers first and back the story with engagement, turnover and internal promotion data.
    - A caregiver leave expansion at a prior employer resonated so widely that it blew past every financial model, a reminder to pilot benefits changes and build in real financial contingency before going all in.
    - The two shifts Julie thinks HR is least ready for are full pay transparency and employees expecting the same personalization from benefits that they already get from consumer apps.

    Connect with the Guest
    Julie Molloy LinkedIn: https://www.linkedin.com/in/julie-molloy
    Company Website: https://www.lpl.com

    Sponsor
    Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations. Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

    With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

    See a demo at https://www.aurafinance.com/

    24 min
  • Why Varex Imaging stopped treating HR as separate silos

    Summary
    Jay Hart, Global Head of Talent Management at Varex Imaging, joins host Kelsey Willock Jones on Beyond the Paycheck to make a case most HR leaders feel but rarely name: employees never experience HR the way HR is organized. Talent acquisition owns one piece, learning and development another, HR business partners a third, total rewards a fourth, and the employee only ever experiences one employment deal. He walks through a call center where turnover was high and the obvious answer was to pay more aggressively. The more his team listened, the clearer it became that people were not leaving for money, they were leaving because they could not see their careers moving. The fix pulled mentorship, formal education, spot bonuses and relocation into a single nine month cohort program: nobody enrolled left, and employees started asking how to get into the next one. He also tells the one that did not work, an expensive retention package for a team of data scientists who took the money and left anyway, because what they actually wanted was development, flexibility and air cover from leadership. Built for CHROs, total rewards teams and HR leaders who suspect their best programs are reaching employees in pieces.

    Chapters
    00:00 Intro
    00:42 Meet Jay Hart and Varex Imaging
    01:53 A 2,500 person global workforce
    02:31 Why HR should be industry agnostic
    03:49 The cost of fragmented HR programs
    06:08 Listening, trust and the steward of culture
    08:12 The call center problem pay could not fix
    11:04 Making the case without a clear ROI
    13:37 The retention package that failed
    15:53 Staying current as an HR leader
    17:53 What most HR leaders are not ready for
    19:39 Where to connect with Jay

    Takeaways
    - Employees experience one employment deal, not four HR functions, so judge every program by what it adds up to rather than by which team owns it.
    - Test the pay hypothesis before funding it. Listening turned a call center turnover problem into a career visibility problem that no market adjustment would have solved.
    - Pull the levers together. A nine month cohort that combined mentorship, education, spot bonuses and relocation retained everyone enrolled and created a waiting list for the next one.
    - Retention money does not hold people who are leaving for development, flexibility or air cover, because the companies recruiting them will simply pay out whatever you tie them with.
    - The manager is the longest lever in the HR toolbox, because employees rarely walk into HR with a problem early enough for HR to fix it.

    Connect with the Guest
    Jay Hart LinkedIn: https://www.linkedin.com/in/jaydhart
    Company Website: https://www.vareximaging.com

    Sponsor
    Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations. Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

    With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

    See a demo at https://www.aurafinance.com/

    • (00:00) - Intro
  • (00:42) - Meet Jay Hart and Varex Imaging
  • (01:53) - A 2,500 person global workforce
  • (02:31) - Why HR should be industry agnostic
  • (03:49) - The cost of fragmented HR programs
  • (06:08) - Listening, trust and the steward of culture
  • (08:12) - The call center problem pay could not fix
  • (11:03) - Making the case without a clear ROI
  • (13:37) - The retention package that failed
  • (15:53) - Staying current as an HR leader
  • (17:53) - What most HR leaders are not ready for
  • (19:38) - Where to connect with Jay
  • 21 min
  • The human is in the lead, not in the loop

    Summary
    Lisa Jacobi, CHRO at COCC, joins host Kelsey Willock Jones on Beyond the Paycheck with a benefits story most HR leaders will recognize: a $40 a month gym reimbursement, fully funded, sitting at 18 percent adoption and quietly serving mostly younger, single, male employees. Her team stopped curating the list of acceptable purchases and moved to lifestyle spending accounts, where the expense is only booked when someone actually uses it. Adoption went to about 95 percent. She also walks through the year COCC announced a bigger profit sharing contribution to a room of 200 people and got silence, which is what pushed the company into paying across three horizons instead of one. Along the way she offers the comparison she keeps in her pocket for skeptical leaders: employees spend more than 2,000 hours a year with their coworkers and about 25 minutes a year with their doctor. Built for CHROs, total rewards teams and benefits leaders who suspect their best-funded program is reaching the wrong half of the company.

    Chapters
    00:00 Meet Lisa Jacobi and COCC
    01:30 Inside a workforce that supports 150 banks
    02:43 Selling sneakers at 16 for $4.75 an hour
    04:41 What retail taught her about building relationships
    06:28 2,000 hours with coworkers, 25 minutes with your doctor
    09:03 Why people can be themselves at COCC
    11:07 Making the case when the spreadsheet doesn't
    14:53 The profit sharing announcement met with crickets
    18:31 The healthcare shift she isn't ready for
    20:55 The human is in the lead, not in the loop

    Takeaways
    - An 18 percent adoption rate is a design verdict rather than an engagement problem, so audit who is actually using a benefit before defending its budget.
    - Fund optionality instead of curating an approved list, and book the expense only when someone spends it so finance can say yes to covering everyone.
    - Pay across three horizons, because the same workforce wants cash now, flexibility soon and compounding later, and not in equal measure.
    - A program can be right and still fail if the organization is not ready for it, which is a sequencing problem rather than a content problem.
    - People rarely leave over money, so track whether employees feel they can be themselves at work and treat that score as a leading indicator.

    Connect with the Guest
    Lisa Jacobi LinkedIn: https://www.linkedin.com/in/lisa-jacobi-shrm-scp-sphr-0636483/
    Company Website: https://www.cocc.com

    Sponsor
    Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

    With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

    See a demo at https://www.aurafinance.com/

    • (00:00) - Meet Lisa Jacobi and COCC
  • (01:30) - Inside a workforce that supports 150 banks
  • (02:43) - Selling sneakers at 16 for $4.75 an hour
  • (04:41) - What retail taught her about building relationships
  • (06:28) - 2,000 hours with coworkers, 25 minutes with your doctor
  • (09:03) - Why people can be themselves at COCC
  • (11:07) - Making the case when the spreadsheet doesn't
  • (14:52) - The profit sharing announcement met with crickets
  • (18:31) - The healthcare shift she isn't ready for
  • (20:55) - The human is in the lead, not in the loop
  • 25 min
  • The military pay stub habit that changed her HR playbook

    Summary
    Stacie Phylicia, Chief People Leader at Strategic People and Business Solutions, LLC, joins host Kelsey Willock Jones on Beyond the Paycheck to trace twenty one and a half years in the military into a people strategy built on one habit: every leader sat down with every soldier and walked through the pay stub, line by line. She argues that supporting the whole employee is not the size of your benefits catalog, it is whether the boring infrastructure, pay, defaults, time and access, works for the person who never opens the catalog. She walks through the automatic enrollment experiment that lifted every metric and still landed wrong, because a manufacturing workforce that qualified for state benefits had never come to work for benefits in the first place. She also describes building an HR AI agent with a cohort of twenty HR executives, and why the first question she had to ask them was not a technical one. Built for CHROs, total rewards teams, and benefits leaders who want a sharper test than engagement metrics for whether a program actually worked.

    Chapters
    00:00 Introduction
    00:41 Twenty one years in the military to Chief People Leader
    02:11 A first paycheck at Hardee's and half of it gone
    04:25 What the military pay stub taught her about leading people
    06:53 AI brings a tool, it cannot bring the person
    08:13 Benefits built for an employee who is not there
    10:17 The real scoreboard: hardship withdrawals and skipped care
    11:28 The automatic enrollment experiment that backfired
    15:17 Building an HR AI agent with twenty executives
    18:35 The death of job based pay

    Takeaways
    - Supporting the whole employee is not the size of the benefits catalog, it is whether pay, defaults, time and access work for the person who never opens it.
    - Audit your defaults before you change them, because the power of default comes with owning every outcome it produces.
    - Engagement metrics on benefits communication can look healthy while behavior does not move, so measure whether the distress signals reverse instead.
    - Not everyone comes to work for benefits, and a workforce that already qualifies for state coverage will read automatic enrollment as something taken rather than given.
    - Before building an AI agent, make the company say what it is actually solving for, because most have not decided and one ask usually hides several.

    Connect with the Guest
    Stacie Phylicia LinkedIn: https://www.linkedin.com/in/staciephylicia01/
    Company Website: https://strategicpeoplebusinesssolutions.com

    Sponsor
    Aura Finance helps you simplify compensation and benefits planning by bringing everything into one streamlined platform. No more juggling spreadsheets, disconnected tools, or manual calculations—Aura gives you a single place to design, compare, and communicate total rewards packages with confidence.

    With AI-powered insights, it takes the guesswork and busywork out of comp decisions, helps you spot pay equity gaps early, and makes it easy to model scenarios that keep your teams engaged and your budgets on track.

    See a demo at https://www.aurafinance.com/

    24 min

About Beyond the Paycheck

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Beyond the Paycheck brings you candid conversations with CHROs and top people leaders who are rethinking how compensation and benefits impact more than just employee bank accounts. From the first paycheck to financial wellness programs, we explore how money shapes identity, equity, purpose, and power at work, and how forward-thinking companies are using pay and perks to transform lives, not just attract talent.