EDSI WayBusiness Services Training

3.5.10

Table of Contents

Introduction to EDSIBusiness Services TrainingTraining Evaluation

Introduction to EDSI

Welcome to EDSIAs 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 EDSIReview of the EDSI HandbookCorporate PaperworkJob Specific InformationSoftware Training (available on the Intranet)

What to Expect

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

What makes EDSI different?

“The 3 P’s”People– Committed Team MembersProcess– ISOPerspective– Innovative

EDSI Values

SHOW UP

SMILE

SUPPORT

EDSI Orientation Train to Gain

Day 1 Day 2 Day 3 Day 4 Day 5

Meet and GreetManager:

Tour of FacilityProvides phone

extension/voicemail 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

LunchContinue to learn position

On-the-job training (Immediate position)

Continue with Webinars/Training

EDSI/Customer Specific systems

On-the-job training (Immediate position)

LunchOn-the-job training

(Immediate position)Continue with

Webinars/Training

On-the-job training (Immediate position)

LunchDe-briefing with manager

Day 6 Day 7 Day 8 Day 9 Day 10

On-the-job training (Immediate position)

LunchOn-the-job training

(Immediate position)

On-the-job training (Immediate position)

LunchDe-briefing with manger

On-the-job training (Immediate position)

LunchOn-the-job training

(immediate position

On-the-job training (Immediate position)

LunchOn-the-job training

(Immediate position)

On-the-job training (Immediate position)

LunchOn-the-job training

(immediate position

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

EDSI Locations

Dearborn, MIDetroit, MIChicago, ILWashington, D.CBrooklyn, NYPittsburgh, PAPhiladelphia, PARaleigh, NCTemple Hills, MD

Bristol, PALebanon, PAChester, PANorristown, PAReading, PACarlisle, PAHarrisburg, PAYork, PAWilmington, DE

Corporate Administrative Paperwork

Before we begin the job specific training, it is important for you to complete the necessary paperworkAs part of your Employee Orientation Packet, you will receive the following information:

Important EDSI Forms to CompleteADP TimesheetEmployee IntranetISO FormsExpense Reports & MileageFrequently Asked Questions (FAQs)

Please complete the forms and send them back to Dearborn immediately

EDSI Employee Intranet

In order to access the forms and training, you will need to access the EDSI Website (www.edsisolutions.com)Click on Employee IntranetEnter your Employee ID and password (your last name)

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.

EDSI Databases

You will be utilizing many EDSI databases to help you in your positionHere 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)

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 meetingsManage your tasksView Calendar

You can access your e-mail via the Employee Intranet under EDSI & YouYou can also access the Microsoft Outlook tutorial under EDSI Resources on the Employee Intranet.

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

Business Services Training

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.

Attributes of a Business Services Representative

Enjoy working with peopleProfessionalismCommunicationRelationship BuilderRelationship MaintainerDetail OrientedTime ManagementGood follow-up

Why are we Different?

The EDSI PackageOur ProfessionalismOur AttireOur Marketing MaterialsOur Customer ServiceOur Availability and Flexibility Our Communication PracticesOur Time ManagementOur Organizational SkillsOur PreparednessOur Follow-up

Why are We Different?

The EDSI Package–Our Process–Our Paperwork–Our Reporting–Our Initiative–Our Knowledge–Our Teamwork

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

Business Services Representative

Business Services

Representative

Business Services

Representative

Employer

The Team

Time Management –How to Organize Your Week

Schedule– Planner / Microsoft Outlook– Appointments

Employer AppointmentsOn-Site / Off-SitesInternal MeetingsCold Calls and Blitzes

Time Management –How to Organize Your Week

Task Lists– Planner / Outlook / Note Pad

PrioritizingTime Lines– Set deadlines for yourself

– If you say it, you do it!

Our Preparedness

For Employer Meetings– Directions– Marketing Materials – Paperwork– Research the Company

Understand their business protocol / business model

Our Follow Up

Follow up on all activities– Cold Calls– Blitzes– Networking Events– Meetings

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

Our PaperworkPhone LogBlitz LogContact LogOut of Office Activity LogJob Order FormFace-to-Face FormJob Development Tracking FormNote: All these forms are located on the Employee Intranet (ISO Forms)

Our Reporting

Weekly 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

Why are we Different?

The EDSI Package– Our understanding of the meaning of

relationship buildingContact vs. Relationship = Acquaintance vs. Friend“Be in the Bubble”

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– Emails or Mailings– Going the Extra Mile

Service with a SMILE☺

Know your employersPositive Communication

Training Evaluation

Now, that you have completed the training, please complete the training evaluation.Please click on the following link: http://www.surveymonkey.com/s/NMPBKWN