Bilan Social Individuel: an essential HR tool for fostering employee commitment

Companies are making increasing use of individual social reports! Even if it's not compulsory, it's a good HR communication tool for promoting your compensation and benefits policy.

Are you wondering whether it's necessary? Or how to set it up?

To help you understand the usefulness and implementation of the BSI, discover all its secrets in detail.

And as a bonus, download the Bilan Social Individuel at the end of the article!

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What is the Bilan Social Individuel (BSI)?

Don't worry, the Bilan Social Individuel is not yet an interminable administrative document. It's simply a document designed by the company, and more specifically by the HR department, which brings together the total remuneration and benefits received by the employee over the past year.

The ISB, as its name suggests, is an individual document, and is therefore given to each employee.

Why set up an ISP?

The benefits of an ISB

The benefits of the Bilan Social Individuel are manifold, and concern both the employee and the company.

For the company and its managers:

• The introduction of an ISB is a way of demonstrating transparency to the employee and highlighting the various actions taken. The aim is to encourage employee motivation and commitment;
• The BSI can also be used to promote the employer brand and build employee loyalty. Indeed, it can be used during a job interview to show candidates the compensation and benefits offered within the company.

For the employee:

• The first advantage is informational: the BSI will give employees a clear picture of their salary and all the benefits to which they are entitled;
• The ISB also acts as a support tool, used both during annual performance reviews and during recruitment interviews to negotiate similar benefits in a new company.

Disadvantages of the BSI

The introduction of a Bilan Social Individuel is a good idea, but it does have certain limitations:

• Money is a taboo subject in France, so setting up a BSI and the ensuing discussions can unfortunately be a source of injustice and misunderstanding;
• The balance sheet must be accurate in all the information it describes, as the risk is to call into question its legitimacy and therefore its impact, and thus disappoint the employee;
• Carrying out an ISR should not be taken lightly, and can unfortunately be time-consuming. But don't worry, there are a number of tools that can help you get started.

How to set up an Individual Social Report?

#1 Define the content of the ISB

Each company chooses the elements it wishes to address in its Bilan Social Individuel. Generally speaking, companies create a template document that simply needs to be filled in and updated.

Each ISB will differ from one company to another, but the following broad categories are often found:

• Compensation: base salary, bonuses, variable pay, etc.
• Employee savings: profit-sharing, retirement savings plans, etc.
• Ongoing training.
• Benefits in kind: meals, crèches, vacation vouchers, transport, crèche places, etc.
• Social protection: mutual insurance, provident fund, etc.
• Social security contributions.
• Working hours: vacations, RTT, special leave, etc.

#2 Choosing the right tool

It's up to the company to choose the tool best suited to its needs and resources. You can set up your BSI :

• Quite simply with Excel, the spreadsheet tool known to all. It's easy to create tables and graphs, but time-consuming and limited when it comes to creating interactive, captivating documents;
• Thanks to human resources management software, information about your employees is often already entered in the database. Some tools offer dematerialized, 100% customizable ISB templates, such as GraphiQ, the ideal tool to help you design your ISB;
• With online tools specializing in the creation of HR documents, and therefore BSI. All you have to do is fill in the necessary information, and your ISP is generated automatically. Unfortunately, these tools can be expensive and offer limited customization options.

#3 Choose the right medium

Companies can choose between 2 formats:

• Paper: booklets, brochures or leaflets. This format is often used to hand out to the employee at the start of the contract;
• Electronic: PDF file, dedicated online platform, company intranet. This format is more practical, as it can be updated more easily, can be interactive, more economical and available at any time.

You can combine the 2 media, giving employees the choice of using the format they prefer.

#4 Passing on the OHIH to the employee

Without appropriate communication, the ISB loses all meaning. The aim is not to pass on the report to the employee between two coffee breaks, but rather on specific occasions when the subject can be discussed.

The social report can be given at :

• the annual performance review,
• an activity or other review,
• annual salary negotiations.

It can even be handed out in the form of a welcome booklet when a new employee arrives.

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Individual social report template to download

To help you set up an individual social report, we've provided a free ISR template for you to download. All you have to do is fill it in with your information!

We hope we've shed some light on the not-so-silly subject of the Bilan Social Individuel. Don't hesitate to download the free template to set up this HR communication tool within your company!