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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