managers orientation

Managers Orientation

EDSI Way

Table of Contents

EDSI Values/Culture

Meet the EDSI Corporate Staff

Managers Training

Training Evaluation

EDSI Staples

HR Policies

EDSI Values and

Culture

Welcome to EDSI

As a new Manager, 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?

Regardless of your position, 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 including:

Introduction to EDSI Review the EDSI Handbook Corporate Paperwork Job Specific Information /Job Shadowing Software Training (available on the Intranet)

EDSI’s Mission Statement

We must strive to create enthusiasm in our

Participants, see through their eyes, understand their needs and deliver more than they expect

What to Expect

During orientation, you will get the opportunity to meet different staff and learn all components of your position

You will get the chance to job shadow different staff and understand how your role fits in as a Manager

What Makes EDSI Different – 3 Ps

People– Committed Team Members

Process– ISO

Perspective– Innovation

EDSI Values

EDSI OrientationTrain to Gain

Day 1 Day 2 Day 3 Day 4 Day 5Intro to EDSIMeet and GreetTour of FacilityEDSI HandbookParticipant OrientationClassroom OverviewI-9 and W-4 PI Time with Regional Director

Guidelines Code of Ethics EDSI WayCorporate PaperworkTime with Regional Director

Participant File Participant paperwork Classroom OSAS TABE (optional)

Tiered EmploymentADP Timesheet ISO TrainingHR Training

Contract SpecificJob Shadowing – ManagerHR ScenariosImplementation of the handbook

Day 6 Day 7 Day 8 Day 9 Day 10

Job Shadowing – EC Organizational SkillsInterviewing Techniques

Job Shadowing – Instructor Outlook Quarterly and Annual Reviews

Job Shadowing - JD Job Shadowing - QCC Q & ATraining Evaluation

EDSI Locations

Dearborn, MI Detroit, MI Chicago, IL Fort Lauderdale, FL Washington, D.C Brooklyn, NY Pittsburgh, PA Philadelphia, PA

Bristol, PA Lebanon, PA Chester, PA Norristown, PA Reading, PA Carlisle, PA Harrisburg, PA York, PA

EDSI Staples

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:– EDSI Forms to Complete– ADP Timesheet– Employee Intranet Training– ISO Forms– Expense Reports & Mileage Forms– Frequently Asked Questions (FAQs)

Please complete required forms and send them back to Dearborn immediately

EDSI Employee Intranet

In order to access the forms and training, you will need to go to the EDSI Website (www.edsincorporated.com)

Click on Employee Intranet Enter 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 – Thursday) and Business Casual on Friday

Although clothing preferences differ by individual, as a representative of EDSI, each employee is expected to exercise good judgment and taste in selecting office attire that is business-professional and is consistent with the employee’s presentation during the interview process

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:– Occupational Skills Analysis System (OSAS)– TimeTracker – Master Database (Excel)– Contract specific system (Examples)

CWDS MIS

Microsoft Outlook

Microsoft Outlook is a 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 e-mail via the Employee Intranet as well

You can also access the Microsoft Outlook tutorial under 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 will have access to all ISO forms

Meet the EDSI Corporate Staff

CEO and Directors of Operations

Directors of OperationsRoe FalconeColleen HenningChief Executive Officer

Kevin Schnieders

Leadership and Management Decisions, Vision, Strategy, History of the Firm

Division Specialists

George WarringtonFacilities ManagementISO TrainingOffice Start-up

Facilities/ISODivision Specialist

Job Developer Division Specialist

Bill O’BrienAll items related to Job DevelopmentJob Development TrainingEmployer TrainingEmployer and Job Order databases

Division Specialists

Heather EmmertAll items related to our clients overall experience within our programs All Employment Consultant related items Customer Satisfaction SurveysContinuous Improvements

Employment Consultant Division Specialist

Data Division Specialist

Laurie NarcisoAll items related to data and databasesManaging Data for all the Division OfficesTimeTracker

Administrative Team

Administrative TeamMary Jo LockStacey OrtizJane MillerRobin Redmer

Robin Redmer:-ADP Timesheets-ADP Password Reset-Office Max Purchasing-Reset Computer/Outlook password-Business Cards/Letter Head

Stacey Ortiz-Comp Time-Travel Arrangements

HR Team

If you have HR related questions, please contact Brian Gilbertson or Leah Bahr.

Katherine Muscat Sheryl CoonanBrian Gilbertson Leah BahrLeah Bahr Katherine Muscat

If you have questions about recruiting, open positions or the interviewing process, please contact Katherine Muscat.

If you have questions about Blue Cross health insurance, Assurant dental insurance, Assurant voluntary life insurance, EyeMed vision insurance, 401K, HR policy questions, Recruiting questions, PI questions, please contact Sheryl Coonan.

Finance Team

Rob DancerGlenn DahillMark PresseyPing Yang Linda BreuerLeah Petri

If you have questions on the items listed below, please call the following individuals:•Payroll: Leah Petri•Expense Reports: Glenn Dahill/Ping Yang•Portfolios, Workbooks, Training Materials and Purchase Orders: Linda Breuer•Financials/Budgets: Rob Dancer, Mark Pressey

Proposal Team

Myndi MillikenMary Beth Schoeninger

Please contact the Proposal Team for the following:•information on steps of the proposal process•the type of information RFPs require and what is included in a proposal•information from past proposals that describe current and past EDSI programs

IT Team

Larisa RabinaDan Baker

Please contact Larisa for the following:- PathTracker- OSAS Technical Issues- Intranet- BIOs- EDSI Way (Intranet)-Program Communication (Intranet)- Microsoft Live Meeting

Please contact Dan for the following:- Network Issues- Server Issues- Outlook Issues

ISO

Jennifer Sarkisian

Please contact Jen for the following:- ISO including form/flow chart updates- OSHA Training- Newsletter questions/articles- Charitable donations- Performance reviews (360 reviews)

Managers Training

Expectations

Contract Overview Meetings Performance Reviews Understanding your Customers Protocol Human Resources

Attributes of a Manager

Flexible Enjoy working with people

– Clients– Staff / Corporate– Customer / Contractor

Problem Solver Relationship Builder Leader Multi-task

Acronym List

Please click on the document icon below to access the Acronym Guide

Knowing your Customers

As a Manager, you will have many customers including:– Contractor– Clients

It is important to recognize that different customers will have different needs…we must wear multiple hats when servicing our customers

Rules for Meetings

For internal and external meetings, ensure that you create an agenda– Review Sample Agenda

Arrive 15 minutes early Be Prepared

Meetings

Internal Meetings– Demonstrate Leadership– Be Organized– Be Positive

External Meetings– Demonstrate Active Listening– Be Positive and Solution Oriented– Be Present– Always remember you are representing EDSI

Staff Meetings

It is important to conduct Staff Meetings weekly with your staff with an agenda

On the Intranet, there is a Program Communication (Resources ----> Program Communication) where you will see all the programs listed broken out by: Staff Meeting Agendas Policy Changes Monthly Goals

It is imporant to submit this information to Larisa Rabina weekly to be uploaded to the Intranet

Effective Communication

Watch your tone. When you speak, it's easy to adjust your tone and gauge another's reaction. When you write in an email, tone can be taken more than one way if you don't carefully choose your words. Strive to be respectful, friendly and approachable. If in doubt at all, read over your finished email several times to make sure you're giving the impression you intend to.

Avoid writing in uppercase letters. It gives the effect that you are yelling or shouting your entire thought.

Be brief. Make your point as concisely as you can. Many people receive large amounts of e-mail each day. If you want a quick response, you must limit the length of your content.

Use your spell-check one last time before hitting "send."

Contractual Guidelines

Depends on Location

Contractual Goals

Every week, you will be discussing your contractual goals with Roe and Colleen in the Direct Report Meetings

It is very important to know your contractual goals weekly, including:– WPR– Enrollments– Placements– Retentions– Terminations

Note: Contractual goals may change from program to program…please check with Roe and Colleen for your specific contractual goals

EDSI Start-up Snapshot•Review proposal / scope of work •Recruit, internal / external candidates•Determine tools necessary, WFS, OSAS•Determine space requirements•Identify computer and network needs•Determine furniture and filing needs •Review curriculum requirements

•Organize a transition team •Finalize project staff positions •Hire candidates •Determine Customer Deliverables •Gather, organize and create proper paperwork •Establish a data tracking system •VSM •Purchase all necessary equipment and supplies•Finalize workshop materials•Order General Supplies

•75% of Hiring Complete•Train new staff•Review VSM•Ensure changeover from transition team to staff is seamless

Phase 1 Two Months Pre-Start-up

Phase 2 One Month Pre-Start-up Phase 3

Start-up

Phase timeline subject to change, must be flexible

Predictive Index (PI)

Blueprint for people Improve Communication & Idea Flow


Drive does not equal behavior PI tells us how people:

– Are Best Motivated– Communicate– Sequence Work– Make Decisions

We utilize PI during the interviewing process to determine the best fit for a position

Predictive Index (PI) Drives

Drive A – DOMINANCE (Idea Flow)

Drive B – EXTERNAL RESPONSE (Communication)

Drive C – PREDICTABILITY

(Work Sequence)

Drive D – CERTAINTY (Decision Making)


For more information on the PI, please contact Arlene Jones at [email protected]

EDSI Location vs. Customer Location

It is important to remember that we operate at different locations, some EDSI locations and some customer locations like the CareerLink

What are EDSI's responsibilities within the CareerLinks? For more information about the CareerLinks, please contact Joe Farrell

at [email protected] EDSI Space – Any facility issues / concerns contact George Warrington

– Building issues– Copiers – Furniture

Be mindful that we have guests in our location– CCIS– CAO– Other Partner Organization

Goodwill / CFL - Literacy

Marketing Materials

We have standard marketing materials that are utilized across the organization

Please contact Linda Breuer in Dearborn to request Marketing Materials

Unless specified by the contract or customer, please do not create your own marketing materials

HR Policies

HR Policies

Communicate with Brian – Time and Attendance– Staff Write Up– Position Changes– Incident Reports

HR – Time and Attendance

General– EDSI is fairly flexible; however, Time and Attendance is

not flexible. We are here to help our clients and serve as professional role models to our clients.

– If a team member is going to be out of the office unexpectedly (i.e. absent), it is the team member’s responsibility not only to contact the local manager but Dearborn, too. If you team member alerts that he/she will be out of the office, please email Brian to alert him

– If a team member is going to be on leave and you have contact with the team member, please alert Brian or contact, return


Unscheduled Absence– Team member misses work without scheduling time off

Scheduled Absence– Team member schedules time off in advance

Absence Confirmations– Tardiness

If a team member is late, an Absence Confirmation must be completed, submitted to management for signature and faxed to Dearborn

If the tardy is under 1 hour, the time does not have to be made up and no compensated time is required.

If the tardy is more than 1 hour, an Absence Confirmation and Compensated Time request needs to be completed, submitted to management for signature and faxed to Dearborn


Compensated Time Requests– Must be taken in 2 hour blocks– Check website to ensure that team member has

enough time to take this time off before signing request

– Discuss time off without pay requests with Brian

Flex Tour– Flex tour is a privilege!– Banking Flex Days-must be employed for 5+ years

unless otherwise approved by management– There are exceptions to switching flex days

Quarterly Reviews

Monthly, Arlene Jones alerts managers which team members are due for reviews

It is up to the manager to schedule the review with the respective team member

Please be timely with your reviews and submit your notes to Dearborn once completed

Generally, team members really like their reviews and know when their reviews are supposed to occur

Provide concrete examples Red/Green notes Please do not wait until someone’s review to share

performance issues. When performance issues occur, address the team member immediately. This gives the team member and opportunity to improve the performance issue.

Quarterly Reviews

Quarterly Measurables Red, Yellow, Green

– Green: I cannot live without this person on my team– Yellow: Does a good job and gets what he or she needs

to get done– Red: Many performance issues

Mission Statement Continuous Improvement Idea(s)

Quarterly Reviews

Annual Measurables Outstanding, Successful, Average, Needs

Improvement Mission Statement Continuous Improvement Idea(s)

Write-ups

Documentation, Documentation, Documentation…when you talk with a team member about his/her behavior, it is vital to formally “write up” the team member. You and the team member should sign the document, give a copy to the team member and send one to Brian for the personnel file– A write up could be to acknowledge someone’s

successes or note someone’s behavior to improve Verbal Warning 30 Day Improvement Plan FOLLOW UP

Dress Code

Business Professional (Monday – Thursday)– Suit jacket for ladies– Collared shirt and tie for gentleman

Business Casual (Friday)**– Khakis and a polo shirt– Jeans, t-shirts and sneakers unacceptable

**If a staff member has a business meeting or is out of the office representing the company, business professional attire is expected.

Position Changes

If you realize that a team member might be a better fit for a different position, please contact Brian and your Regional Director of Operations to discuss options.

Internal Postings

Incident Reports

When an accident or incident occurs, complete an Incident Report (EDSI73) and fax it to Dearborn.

Lunch and Breaks

Lunch is 30 minutes There are no allotted breaks within the

work day

HR Scenarios / Protocol

Review with Director of Operations

Training Evaluation

Training Evaluation

Please take a few minutes to take the Training Evaluation.

http://www.surveymonkey.com/s.aspx?sm=J8vby7dz2XB1xPubqRZlRQ_3d_3d

managers orientation

Documents

edsi forms

edsi different

edsi offices

edsi website

representative of edsi

job specific training

intensive job training

edsi company policy