1. _____ Welcome: Letter (Report to)
_____ Welcome: Letter (Report to)
_____ Welcome: Agenda
_____ Welcome: Organization Chart
_____ Welcome: Daily Questions
_____ Welcome: Lasting Impressions Article
_____ Welcome: Poster(s)
_____ Welcome: Set Up Work Area
_____ RSI: The RSI Strategy
_____ RSI: RSI Culture
_____ RSI: RSI Corporate Values
_____ RSI: Keys to Our Collective Success
_____ RSI: The Three C’s
_____ RSI: RSI Blue Dot
_____ RSI: RSI Flow Chart
_____ RSI: Threats to RSI’s Future
_____ RSI: Examples of Threats
_____ RSI: Ethic of Responsibility
_____ RSI: Going Extra Mile
_____ RSI: Employee Q & A (All)
_____ CW: Collaborative Way Seminar
_____ CW: Collaborative Way
_____ CW: Collaborative Way Article
_____ OBM: Open Book Management
_____ OBM: OBM Made Easy
_____ OBM: Intro to RSI OBM Program
_____ OBM: Rules for Participation
_____ OBM: OBM Scorecard
_____ OBM: Huddle Schedule
_____ OBM: RSI Financial Operations
_____ OBM: RSI Annual Forecast
_____ OBM: RSI New Net Sales
_____ OBM: OBM Share Eligibility Chart
_____ OBM: Financial Statement Scorecard
_____ OBM: OBM Article (Jack Stack)
_____ Benefits: Benefits Administration Chart
_____ Benefits: 401(k) Plan Summary
_____ Benefits: 401(k) Packet (separate)
_____ Benefits: Section 125 Packet (separate)
_____ Benefits: Overview of Benefits
_____ Benefits: Benefits Rate Information
_____ Benefits: Benefit Forms Packet (sep)
_____ Benefits: Credit Union (separate)
_____ Benefits: Holidays
_____ Forms: W-4
_____ Forms: Direct Deposit
_____ Forms: Section 125
_____ Forms: I-9
_____ Forms: New Employee Information
_____ Forms: Non-Disclosure Agreement
_____ Forms: Non-Disclosure Q & A
_____ HR: Professional Designations
_____ HR: Job Description
_____ HR: Personnel File Set Up
_____ Phone: Assign Extension _______
and add to directory
_____ Phone: VM Box & Temporary
Access Code ________
_____ Phone: Time Expected Back (revise)
_____ Phone: Voice Mail Set-Up
_____ Phone: Working with Greetings
_____ Phone: Voice Mail Etiquette Memo
_____ Phone: Phone System Operation
_____ Phone: Guide
_____ Computer: Set Up & Software
_____ Computer: Lotus Notes Guide
_____ Computer: Carrier Update
_____ Computer: E-Mail (Add to group lists)
_____ Computer: E-Mail Articles (3)
_____ Computer: Broker DB User Guide
_____ Computer: RSI Technology Mindset
_____ Computer: Technology Trends Article
_____ Misc: Client File Organization Sheet
_____ Misc: Carrier Assignments
_____ Misc: Crime Log Article
_____ Misc: Professional Development Article
_____ Misc: Office Key
_____ Misc: Building Pass (where applicable)
_____ Misc: Name Plate
_____ Misc: Order Business Cards
_____ Misc: Daytimer (where applicable)
TO RECEIVE FROM THE NEW EMPLOYEE:
(where applicable)
_____ License: NJ License Copy
_____ License: PA License Copy
_____ License: DE License Copy
_____ CE: Provide all relative CE Info.
................
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