BT
What app can you use to update the Mac Minis, add fonts, and reinstall Nitro?
Self Service
What do we do with expired 30 and 60 Day reviews in the complaince queue?
Leave them there! Don’t push them out or mark them as complaint!
How does a rep change their direct deposit?
Through ADP
When does Power start matching your 401k contributions?
After 1 year
Who sends the "Wednesday before" email for Delivery?
BA
How do you connect a mouse and keyboard to a TV?
Plug them into the mac mini behind the TV using charging cords
What info do we need to fill out when uploading sales auto insurance in the docs tab and compliance tab?
Company name, issue date, expiration date
Does a sales rep need to be charged if they need a new siding panel?
No!
Why not?
Do we include a pdf of the vet payout form and DD214 when sending the HR ticket?
No!
Why not?
When do we order apparel for a Delivery transfer or new hire?
As soon as we know that someone is transferring/is hired
How do you fix a TV if it shows the “No Signal”?
Make sure the TV is on HDMI 1, turn off the Mac mini, then turn it back on
When changing the expriation date of a mid year/annual review, how far out do you push it?
1 year out from previous expiration date
Where can a rep find info about Power For Good to nominate an organization?
Power > Initiatives (left sidebar) > Power For Good
When can we approve Jury Duty time off requests?
After rep uploads photo proof of service
What are the 3 “culture” things we do for Craftsman Academy attendees, local and/or visiting?
Welcome Baskets, Welcome Dinner, Graduation Dinner
How far in advance do we have to order BT equipment for Sales or Delivery classes?
At least 2 weeks
What reviews does each department get?
CD: 30 Day, 60 Day, Quarterly Review
Sales: Quarterly Review
Delivery: Mid Year, Annual Review
What do you do if you find out a rep got deployment orders?
Notify their leadership and Military Affairs
What do we do when an employee gets written up and suspended?
Upload Disciplinary Form, send HR ticket, send suspension email
Explain the difference between Project Services and Install Services. Provide examples of tasks that fall under each department.
PS: everything before the install; permits, PIIs, confirm styles/colors, schedule installs
IS: everything including and after the install; installing products, overseeing crews, closing job, collect payment
What is a type of BT equipment that we should NEVER keep on hand?
iPhones
What compliance items do we have to update for new sales reps?
Auto Insurance, Equipment Agreement Int/Wind
What do you do when an installer walks in looking for work?
Collect info and email it to Aaron Brown
What type of documentation do reps need to provide to BenefitSolver in order to add children or a spouse to their plan?
Birth certificate, marraige license, etc.
What equipment do PPMs get during orientation? IMs? WC?
PPMs: BT, Toolkit, Samples, Apparel
IMs: BT, Toolkit, Apparel
WC: Apparel