EDSI Way Business Services Training

Transcription

1 EDSI Way Business Services Training

2 Table of Contents Introduction to EDSI Business Services Training Training Evaluation

3 Introduction to EDSI

4 Welcome to EDSI As a new employee, we know that you probably have many questions about your position. How do I do this? What does my position require me to do exactly? How do I complete my timesheet in ADP? Whether you are a Business Services Representative or Employment Consultant, it is very critical for you to understand the importance of your role here at EDSI. During Orientation, you will go through intensive job training guided by your Manager and staff including: Introduction to EDSI Review of the EDSI Handbook Corporate Paperwork Job Specific Information Software Training (available on the Intranet)

5 What to Expect During orientation, you will get the opportunity to meet different people and learn all components of your position You will get the chance to job shadow different people and understand how your role as a Business Services Representative fits in the organization.

6 What makes EDSI different? The 3 P s People Committed Team Members Process ISO Perspective Innovative

7 EDSI Values SHOW UP SMILE SUPPORT

8 EDSI Orientation Train to Gain Day 1 Day 2 Day 3 Day 4 Day 5 Meet and Greet Manager: Tour of Facility Provides phone extension/voic overview Provides computer log-in information Lunch (with manager) Manager: Reviews EDSI New Hire Checklist Completes other miscellaneous paperwork Manager: Talks about specific job expectations Briefly discusses daily processes Provides a day in the life of your position overview Lunch Continue to learn position On-the-job training (Immediate position) Continue with Webinars/Training EDSI/Customer Specific systems On-the-job training (Immediate position) Lunch On-the-job training (Immediate position) Continue with Webinars/Training On-the-job training (Immediate position) Lunch De-briefing with manager Day 6 Day 7 Day 8 Day 9 Day 10 On-the-job training (Immediate position) Lunch On-the-job training (Immediate position) On-the-job training (Immediate position) Lunch De-briefing with manger On-the-job training (Immediate position) Lunch On-the-job training (immediate position On-the-job training (Immediate position) Lunch On-the-job training (Immediate position) On-the-job training (Immediate position) Lunch On-the-job training (immediate position

9 EDSI s Mission Statement We must strive to create enthusiasm in our clients, see through their eyes, understand their needs and deliver more than they expect

10 EDSI Locations Dearborn, MI Detroit, MI Chicago, IL Washington, D.C Brooklyn, NY Pittsburgh, PA Philadelphia, PA Raleigh, NC Temple Hills, MD Bristol, PA Lebanon, PA Chester, PA Norristown, PA Reading, PA Carlisle, PA Harrisburg, PA York, PA Wilmington, DE

11 Corporate Administrative Paperwork Before we begin the job specific training, it is important for you to complete the necessary paperwork As part of your Employee Orientation Packet, you will receive the following information: Important EDSI Forms to Complete ADP Timesheet Employee Intranet ISO Forms Expense Reports & Mileage Frequently Asked Questions (FAQs) Please complete the forms and send them back to Dearborn immediately

12 EDSI Employee Intranet In order to access the forms and training, you will need to access the EDSI Website ( Click on Employee Intranet Enter your Employee ID and password (your last name)

13 EDSI Dress Code Dress code is important for our staff and participants. Since, participants look to us as role models, we must exhibit a professional dress code. As listed in the EDSI Company Policy Manual, EDSI offices are required Business Dress (Monday Friday). Although clothing preferences differ by individual, as a representative of the EDSI, each employee is expected to exercise good judgment and taste in selecting office attire that is business-professional and is consistent with the employees presentation during the interview process.

14 EDSI Databases You will be utilizing many EDSI databases to help you in your position Here are some of the databases that you will have access to: Skilldex TimeTracker Master Database (Excel) Contract specific system (please check with your Program Manager for contract specific systems)

15 Microsoft Outlook Microsoft Outlook is your Time Management tool to help you organize your day and communicate with others throughout the organization. With Outlook, you ll have the option to: Schedule meetings Manage your tasks View Calendar You can access your via the Employee Intranet under EDSI & You You can also access the Microsoft Outlook tutorial under EDSI Resources on the Employee Intranet.

16 ISO ISO 9001 is an international quality standard to which EDSI is registered. It is a process-based standard focused on continuous improvement and customer satisfaction. ISO allows EDSI to perform our processes consistently and document the results. When we know how a process is performed, we know how to improve it. On the Employee Intranet, you have access to the ISO forms under EDSI Resources

17 Business Services Training

18 Business Services Training The following section highlights Business Services training. This training does not answer contract specific questions. Please see your Manager for contract specific guidelines.

19 Attributes of a Business Services Representative Enjoy working with people Professionalism Communication Relationship Builder Relationship Maintainer Detail Oriented Time Management Good follow-up

20 The EDSI Package Our Professionalism Our Attire Our Marketing Materials Our Customer Service Our Availability and Flexibility Our Communication Practices Our Time Management Our Organizational Skills Our Preparedness Our Follow-up Why are we Different?

21 Why are We Different? The EDSI Package Our Process Our Paperwork Our Reporting Our Initiative Our Knowledge Our Teamwork

22 Vision To reach out Employers; listen to them about their specific needs and match the right services to the employers needs. We must strive to create enthusiasm in our clients, see through their eyes, understand their needs and deliver more than they expect

23 The Team Business Services Representative Employer Business Services Representative Business Services Representative

24 Time Management How to Organize Your Week Schedule Planner / Microsoft Outlook Appointments Employer Appointments On-Site / Off-Sites Internal Meetings Cold Calls and Blitzes

25 Time Management How to Organize Your Week Task Lists Planner / Outlook / Note Pad Prioritizing Time Lines Set deadlines for yourself If you say it, you do it!

26 Our Preparedness For Employer Meetings Directions Marketing Materials Paperwork Research the Company Understand their business protocol / business model

27 Our Follow Up Follow up on all activities Cold Calls Blitzes Networking Events Meetings

28 Our Process The Systematic Approach to Job Development Step 1 Cold Call or Blitz Step 2 Appointment Step 3 Register Employer Step 4 Job Order Step 5 Pre-Screen Step 6 Obtain Hire Information

29 Our Paperwork Phone Log Blitz Log Contact Log Out of Office Activity Log Job Order Form Face-to-Face Form Job Development Tracking Form Note: All these forms are located on the Employee Intranet (ISO Forms)

30 Weekly Reporting Our Reporting Tracking cold calls, contact client lists and blitzes Reporting will vary according to contract and region please check with your Program Manager for specific reporting

31 The EDSI Package Why are we Different? Our understanding of the meaning of relationship building Contact vs. Relationship = Acquaintance vs. Friend Be in the Bubble

32 Definition of Employer Relationship The ongoing cultivation of an employer through various means of communication and customer service Phone calls Visits Scheduled and Unscheduled Tokens of Appreciation Follow Up on Everything s or Mailings Going the Extra Mile

33 Know your employers Positive Communication Service with a SMILE

34 Training Evaluation Now, that you have completed the training, please complete the training evaluation. Please click on the following link: WN