Category: Admin

Add Employee – New Hire Checklist

New Hire Checklist Sign and Complete: IRS I-9 IRS W-4 Banking Information for payroll direct deposit (Blank Check) Employee Handbook 401k Forms Create a New Employee Folder (manila tabbed...

Read more

Employee Training – LMS Videos

We have come up with an awesome system for training your employees. I cannot even tell you how many times I’ve told people to do the same task over...

Read more

The On Boarding Process: Creating a Job Description & Job Offer

On Boarding is the process of bringing someone up to speed in the business. Provide a Written Job Description, a Written Job Offer, and Employee Handbook. This way, there’s...

Read more

Background Check Form & Spreadsheet

After an applicant completes the video interview, they will be sent this form: https://form.jotform.com/91822849835167 All data from this form will be uploaded to this google spreadsheet:  https://docs.google.com/spreadsheet/ccc?key=1tfTizH_nAGT1hH1O6_IntM2VPIYvwQcZWu-LqDjHeeY Wisconsin Circuit...

Read more

The Interview Process

Source: https://automategrowsell.com/lessons/lesson-7-score-cards/ 1. THE PRE INTERVIEW We are going do a Pre Interview with the Applicant. This will determine, if they have a driver’s license or can work at...

Read more

Responsibid: Setting up Crew-Cal

doc link: https://docs.symphosize.com/responsibid/?article=webinar-get-your-crewcal-phd   PART 1 – CrewCal is not a calendar. It’s a calendar reader and understander. CrewCal is an intelligent scheduling assistant – Before you turn on...

Read more

Text Response after New Hire Applicant Leaves Voicemail

Hi! Thank you so much for leaving a voicemail on our hiring line! I’d love to have you take the next step to fill out our quick application form here:...

Read more

How to set up & share appointment slots in Google Calendar

Google Support Doc: https://support.google.com/calendar/answer/190998?co=GENIE.Platform%3DDesktop&hl=en

Read more

How to update phone IVR

Setting up AutoAttendants: https://www.nextiva.com/support/articles/how-to-use-nextiva-auto-attendant.html?highlight=ivr How to upload an announcement – a greeting audio file used in the IVR.

Read more

Logging into Nextiva Phone Tree

General App Login: https://viewrenew.nextos.com/Platform/login Admins can access the Administration section by hovering over user icon in upper right corner, click Administration and then select the task they want to...

Read more

Purchasing iPad on Swappa.com

Current iPad for field employees is Apple iPad Mini 4 WiFi + 4G Specs: Cellular Capable, unlocked, 64gb or higher, any color Price check links: https://www.ebay.com/sch/i.html?_from=R40&_nkw=ipad+mini+4&_sacat=0&rt=nc&Internet%2520Connectivity=Wi%252DFi%2520%252B%25204G&_dcat=171485 https://www.amazon.com/s?k=ipad+mini+4+4g&ref=nb_sb_noss_2 https://swappa.com/mobile/buy/apple-ipad-mini-4/unlocked https://www.newegg.com/p/pl?d=ipad+mini+4+4g...

Read more

How to set up subdomain and install WordPress

Read more
Supportscreen tag