Conta

act the Speakeers 
 
 
 
 
John Puutzier 
President and CEO O 
FirStep,, Inc. 
1‐866‐4438‐9347 
www.firrstepinc.coom 
John@FFirStepInc.com 
 
 
 
 
 
 
 
David J.. Baker, SP
PHR 
Managing Directo or and CEO 
Human Capital Ad dvisors, LLC
C 
724.9344.0272 Office 
724.2633.5773 Mo obile 
www.hccadvisors.n net 
djb@hccadvisors.n net 
 
 
 
 
 TABLE OF CONTENTS

I. MAKING THE CASE

Human Resource Self-Assessment
Calculating the Cost of Employee Turnover
The Cycles of Satisfaction
The Cycle of Employment
The Recruitment Funnel

II. PRE-EMPLOYMENT / RECRUITMENT

Preliminary Tools
Why Work Here?
Recruitment Brochures
Job Descriptions (aka “Success Profiles”)

Recruitment
Creative Sourcing Strategies
Employee Referral Program (Sample)
Recruitment Process (Sample)
Equal Employment Opportunity Commission (EEOC)
EEO-1 Survey
EEOC Applicant Data Record
Equal Employment Opportunity Commission (EEOC)
Applicant Record Form
The Interview Process
Preparing for the Interview
Candidate Interview Worksheet
Behavioral Interviewing Guide
Conducting the Interview
Legalities of Interviewing
Gut Wrenchers – The 50 Toughest Interview Questions
Interview Questions by Category
The 5 Most Common Interviewer Errors
Red Flags and Warning Signs
Interviewing the Interviewer
Interview Tips - A recap

Assessment
Introduction to Behavioral Assessment
Sample Profiles and Comparisons
Matching People to Jobs
Using the Candidate Assessment Form

Reference Checking
Reference Check Process
Reference Check Questions
Applicant Information Release

Drug Testing
Information on Drug Testing
Drug Testing Policy
Substance Abuse Policy Acknowledgement/Release

Immigration
I-9 Form - Employment Eligibility Verification
Types of U.S. Visas

Benefits
Standard Benefit and Employment Packages for Emerging Companies
Health Insurance Plans as a Competitive Advantage
Kinds of Health Insurance
How to Choose a Managed Care Plan for Your Company
Obtaining Health Insurance for Your Employees
Employer-Sponsored Retirement Plans
Paid Time Off (PTO)
 Vacation Policies
Other Time Off and Leaves
Holidays

III. POST EMPLOYMENT

New Employee Orientation (aka On-boarding)
Managing the 1st Impression
Orientation Checklist

Employee Handbooks
Two kinds – Official and Orientation (On-Boarding)

Federal Labor Laws

Employment Classifications
Federal Labor Laws by Number of Employee
Most Pertinent Laws Defined

Performance Management
Performance Evaluation and Training Matrices – Samples
Employee Perception Surveys – Sample and Instructions
Phases of Continuous Improvement
Retention ToolKit – A Summary of Tools

Discipline, Termination, Reductions in Force and Exit Procedures

Progressive Discipline
WARN Act
COBRA
Exit Procedures, Checklists, Letters, Surveys, Worksheets

IV. Leadership and Action Planning – Turning Intentions into Actions

Transforming Your Management Team into a Leadership Team
Top Ten Guidelines for Leadership Team Meetings
Sample Leadership Team Meeting Agenda
Customizable Step-by-Step Action Plan Template
Detailed To-Do List

V. CONCLUSION
VI. CD TABLE OF CONTENTS
* = Denotes a “Strategic” Tool or Process

Recruitment Folder
1. Application for Employment Form
2. Behavioral Interview Guide – Soft Skill Questions (sample)*
3. Behavioral Interview Guide – Technical Questions (sample)*
4. Candidate Assessment Form*
5. Candidate Interview Worksheet*
6. EEOC Applicant Data Record
7. Employee Referral Program*
8. Employee Referral Form
9. Employment Requisition Process Flow Chart
10. Executive Search Firm – Placement Firm Agreement Sample
11. I-9 Form – Employment Verification
12. Immigration Visa Types
13. Internal Job Posting Template
14. Interviewing Handbook*
15. Job Description – Customer Service Representative
16. Job Description Complete – H.R. Director
17. Job Description Template – Human Resource Manager.doc
18. Job Description Template #1
19. Job Description Template #2
20. Job Description Template- Customer Service Representative 2.doc
21. Master Internal Offer Letter
22. Non-Competition Agreement Form
23. Offer Approval Form
24. Offer Letter Checklist
25. Offer Letter Template
26. On-Campus Recruiting Workshop – PowerPoint Presentation*
27. Open Positions Requisition Log
28. PPS - Personal Profile System (Behavioral Assessment)
29. PPS/RBA Comparison (Personal Profile/Role Behavior Analysis)
30. RBA – Role Behavior Analysis (Job Profile)
31. Recruitment Brochure Sample #1*
32. Recruitment Brochure Sample #2*
33. Recruitment Brochure Sample #3*
34. Recruitment Flow Chart – Sample – PowerPoint
35. Recruitment Log - Sample
36. Reference Checking Guidelines
 37. Rejection Letter – General
38. Rejection Letter Template
39. Rejection Letter Template – No interview Required
40. Relocation Agreement
41. Relocation and/or Sign On Bonus Agreement*
42. Requisition Template – Sample
43. Signing Bonus Agreement*
44. Substance Abuse Policy Acknowledgement
45. Success Profile Template*
46. Trade Secret Agreement

Employment Associated Policies Folder

47. Anniversary Date Policy
48. At Will Employment Policy
49. Employment Classifications Guide
50. Equal Employment Opportunity Policy
51. Expense Reimbursement Policy
52. FMLA Draft Policy
53. Information In Employee Files
54. Leave of Absence Request Form
55. Outside Activities Policy
56. Outside Employment Policy
57. Wage and Salary Policies

Work Associated Forms Folder

58. Absence – Tardy Form
59. Emergency Contact Form
60. Employee Files – What’s in there?
61. Employee Information Change Form
62. Expense Reimbursement Form
63. Notice of Suspension Form
64. On-boarding Process for 1099 Employees*
65. Organization Chart – Sample
66. Orientation Checklist*
67. Performance Improvement Program*
68. Reprimand or Disciplinary Action Form
69. The Salary Advance Form
70. Time Off Request Form
Payroll Forms Folder
71. 1099 – Form
72. 1099 – Instructions
73. 1099 – Overview
74. Blank Employee Payroll Change Form
75. Employee Payroll Change Form
76. Payroll Change Notice
77. Payroll Change Notice New Hire
78. W-2 and W-3 Forms
79. W-2 and W-3 Instructions
80. W-2 Form
81. W-3 Form
82. W-4 Form
83. W-4 Form – Employee’s Withholding Allowance Certificate

Performance Management Folder

84. Form - Employee Self Evaluation*
85. Form - Manager Evaluation
86. Form - Non-Exempt Positions Evaluation
87. Form - Performance Review Template 1*
88. Form - Performance Review Template 2*
89. Form – Professional Exempt Evaluation
90. Form – Supervisory Evaluation
91. Form – Upward Appraisal*
92. Performance Evaluation and Training Matrix*
93. Performance Evaluation Process*
94. Performance Evaluation Process Policy*
95. Performance Management and Salary Administration Handbook
96. Salary Matrix – Sample
97. The Performance Evaluation Timeline
98. Tips for Conducting Performance Appraisals*

Separation, Resignation, Termination Folder

99. Employee Exit Interview Questionnaire*
100. Employee Resignation Form
101. Exit Checklist #1
102. Exit Checklist #2
103. Exit Interview Form*
104. Exit Interview Questionnaire
105. Exit Interview Questionnaire #1
106. Exit Interview Questionnaire #2
 107. Exit Interview Worksheet
108. Exit PHONE Interview Questionnaire
109. Scheduling Exit Interview Letter
110. Separation Checklist – for all Departments
111. Separation Process
112. Termination – Management Summary Form
113. Termination Checklist
114. Termination Letter
115. Termination Letter 2.doc
116. Termination Procedures.doc

Employee Handbook, Surveys, Metrics & Other Best Practices

117. Cost of Employee Turnover Worksheet
118. Employee Database – Master Document
119. Employee Handbook (Example 2)
120. Employee Handbook Guidelines – What should be in there?
121. Employee Handbook Template*
122. Employee Perception Survey Results Calculator*
123. Employee Perception Survey*
124. H.R. Action Plan Detailed To Do List*
125. H.R. Action Plan Template*
126. H.R. Best Practice Self-Assessment (doc)*
127. H.R. Best Practice Self-Assessment (xcl)*
128. Leadership Team Meeting Agenda*
129. Phases of Continuous Improvement*
130. SHRM HR Metrics Toolkit*