THIS FORM SHOULD AUTOCREATE AN ACCOUNT FOR THE APPLICANT, THE STATUS OF WHICH CAN LATER BE CHANGED FROM APPLICANT TO EMPLOYEE, AND SERVE AS THEIR EMPLOYEE ACCOUNT, WHERE ALL FORMS FROM THE ENTIRE HIRING PROCESS CAN BE SAVED FOR FUTURE REFERENCE. Employee Application Form with questions and also prompts/requires to attach resume and provide reference contact info. Disclaimer says no references are called until after an interview takes place and with explicit applicant approval, so applicant doesn’t worry we’ll call references unexpectedly. Application saves in the searchable database viewable to office admin only, and automatically includes/creates a notes section for hiring manager to keep track of questions she wants to ask applicant, any concerns so far, info gathered on phone with them, and application status. Applicants move quicker thru application process because no need for office paperwork before interview.
Autoalerts hiring manager
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Autoalert email to hiring manager automaticlaly provides ratings on how well applicant scores based on longevity, previous wages, location.
Autoalerts applicant
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Autosends email to applicant so they know what to expect in hiring process.
INTERVIEW STAGE
Interview Form
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Performs interviews across table from applicant, using laptop instead of paper to ask all interview questions, document answers more quickly, maintain better eye contact. Decision of whether to hire saved with any notes on why. Interview form/notes saved in applicant database, viewable to all office admin.
References Questionnaire
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Hiring manager calls references with verbal permission from applicant, using form that lists out all the reference questions with text boxes for answers, notes section for reason for moving forward or not, and saves in applicant database.
Onboarding searchable database
ONBOARDING
Onboarding Forms
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All new hire forms and questions filled out and saved in employee’s account, including their tax forms in case they wonder later how they filed. New hire must “sign” their initials on every page to ensure their understanding of policies.Use new scanner to directly scan their license, insurance and ss card into their employee account, instead of making copies and then scanning them.
Onboarding Check List
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Hiring manager uses laptop to fill out the new hire check list (car info for good to go pass, t-shirt size, do they need a gps, etc.)
Supplies Issued/Requested Form
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Hiring manager uses initial supply form to indicate all the supplies they’re being issued, including gps, etc.
New Hire Login
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New hire is emailed a link to create their own employee account with username/password of their choice. Or we create username and they create their own password. This gives them access to their employee file online, all training material and videos.
AT HOME TRAINING
Login Remotely
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Employee logs into their account at home.
Watch Videos
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Watches fun video that the employee then is tested on to ensure understanding of what all the products are (no more hiring manager explaining what everything is in person.)
Read Material
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Reads all training manual material, watches all videos categorized by subject. Employee “signs” their initials on every page of written material to ensure they read it. Disclaimer page saying they must also clean a whole house before their testing day.
Hours Tracking Form
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Caspio form that lets them notate their training hours, or give them instruction on filling out at home training hours on jobber from the start. Currently we wait until they’re done with at home training before teaching them how to use their tablet and jobber.
TESTING
Take Quiz Form
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Create online quiz that saves in their employee account. any answers they get wrong appear on final page, with note for them to go to hiring manager to discuss them further, before retesting only those answers.
LEARNING TABLET
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Still done in person if easiest, or create video of how to use tablet, then have employee show hiring manager in person what they learned, go over any questions.
ORIENTATION: CULTURAL/POLICIES
Read Material
Watch Videos
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Create video and/or reading material, then employee is quizzed on it to ensure understanding. Include everything from key rings, to requesting time off, to how to ensure you make rank, to hourly cleanings and priority lists, etc.
Take Quiz Form
Orientation Paperwork Forms
Trainer Evaluation
Orientation Check list
Office & Leadership Positions
FIELD TRAINING FORMS
1-on-1 Training Daily Report Card
1-on-1 Training Rooms Report Card
Bathrooms
Kitchen
Dusting
Floors
1-on-1 Training Score Card
1-on-1 Training Ability & Readiness
1-on-1 Training Ability & Readiness #2
1-on-1 Training Graduation Requirements
Solo Training Graduation Requirements
Employees
Supply Request Form link in employee center
Login Page
Manager logs in
Tab: lists each and every employee supply request submission, organized first by date w/ most recent on top, and secondly alphabetized by supply name (to easily fill multiple employee orders of same supply at once), and thirdly alphabetized by cleaner name.
Tab: search by employee name, employee email, date submitted, or product name.
Employee logs in
Tab: supply request form w/ amounts in drop down menu for each supply.
Tab: list of all supply request submissions by that individual employee, organized first by date with most recent on top, and secondly alphabetized by supply name.
Room Sizing Form
Employee Manual
Safety Manual
Continued Learning
CSB & everything feedback/review related
Client Feedback
Team Lead Checklist/Score Card
Tips & Tricks
Synology Searcheable PDFs
EMPLOYEE MANUAL
Company Phylosoghy & Values
Proceedures
Company Policies
Etcetera
SAFETY MANUAL
Proceedures
Company Policies
Synology's Learning Center App
LEARNING MODUAL: EMPLOYEE MANUAL
Company Policies
Proceedures
LEARNING MODUAL: SAFETY MANUAL
Proceedures
Company Policies
designated employee computer station
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Create designated employee computer station. Applicants, new hires, and other employees can use it anytime, without an office person having to sacrifice their computer.
Subtopic
Subt
Subtopic
"Issued x3"
Subtopic
Next
"Issued 1"
"Issued 2"
"Issued 3"
Products/Supplies List categorized by where employee keeps it (apron, caddies, vacuum bag, etc.) & asterix (*) symbol next to all supplies that require turn-in after employee receives refill.
"Status" Drop-Down Menu for Each Supply
"Not Issued" [default]
"Issued x1"
"Issued x2"
"Issued x3"
"Please Refill x1"
"Please Refill x2"
"Please Refill x3"
Subtopic
"Refilled - OLD SUPPLY DUE x1"
"Refilled - OLD SUPPLY DUE x2"
"Refilled - OLD SUPPLY DUE x3"
"Thanks! Office Received Old Supply"
Subtopic
Client Center
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AKA: Client's Access our our Caspio Database - their records only
STEP 5: Prospects then have ongoing access to the Quoting Wizard via the Client Center & can use the Quoting Wizard to initiate a request for one-time or ongoing changes to their current work order. Submission of change request > triggers emailed alert to OM > OM's confirmation triggers emailed alert to Cleaner
Quoting Wizard
STEP 3: Prospect fills out a Quote Request via our Quoting Wizard
Caspio Bridge [Web Services IPA]
Casprio Database
Caspio facebook Apps
Caspio Server- Side (SEO) Deployment
Caspio DataHub Automated Sync
Caspio Custom Trigger-Based Email
STEP 4a: OM's gMail Notification
STEP 4b: Prospects emailed Welcome Letter with Links/Instruction necessary for accessing their account, etc. via our online Client Center
Tammy? ALHC's developer should write a script (a "CRON job")
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1. Using Jobber's Wizard, users can manually trigger Client field & Property field data to import/export in CSV format. 2. Jobber uses an FTP, but it's not publicly available, which I understand disqualifies us for using Caspio's Data Hub. 3. To get our Jobber's Client & Property field data to refresh nightly, Broc suggests an ALHC's developer should write a script (a "CRON job").
ADD THESE LATER
"Refilled - OLD SUPPLY DUE x1"
"Refilled - OLD SUPPLY DUE x2"
"Refilled - OLD SUPPLY DUE x3"
"Thanks! Office Received Old Supply"
"Not Issued" [default]
Get Jobber
ALHC Issued Galaxy Tab 3's for use by field-staff. Powered by Sprint
Alternatives to Caspio
TrackVia *MAYBE*
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? > What is monthly pricing for 25 people + Unlimited Client access?? > Single User Sign on $8/person? What's this for?? > Are all data types capable of syncing with other apps via DropBox?? > What sync manager do they recommend for auto-syncing data?? > Will it allow us to Design forms using Noah's schematics?? > Automated Sync Options? ? > Prefab Bridge?
ZOHO Creator *MAYBE!*
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$250/month ($10/user x 25)+ $99/month for client Portal = $349/monthFreely imports/exports in excel formatExtremely simple form creation? > Will it allow us to Design forms using Noah's schematics?? > Automated Sync Options? ? > Prefab Bridge?
Knack HQ *NO*
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$150/Mth for Unlimited UsersCannot self-host on our own server. Their cloud data hosting only.Open API but NO bridge. We'd have to pay a developer to create a bridge + find & buy a sync manager
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Sales Force *NO*
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WAY TOO EXPENSIVE
Iron Speed *NO*
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$237/month for 1 developer seat + Software upgrades when prepaying for 2 year subscriptionsRun applications built with Iron Speed Designer on any server. Full source code is provided. There are no run-time licenses or fees!