Induction Programme
A document intended to be used for the purpose of recording completion of each stage of a firm’s employee induction programme.
Archives for: February 8th, 2019
Interview Assessment Checklist
A document intended to be used for assessing the suitability of potential recruits following an interview.
Recruitment Checklist
A document which may be used as the basis for creating a recruitment checklist.
Desk Audit Checklist
A document which can be used to record the results of ‘desk’ audits on staff.
Accompanied Visits Observation Record
A document which can be used to record observed sales visits.
Technical Competency Self-Assessment Form
A document intended to be used for the self-assessment and recording of the technical competence of insurance staff.
Competence Sign-Off
A document intended to be used for the purpose of assessing and signing off the competence of employees/advisers.
Employee Authority Limits
A document intended to be used solely for the purpose of documenting individual employees’ limits of authority.
Staff Appraisals – Preparation Checklist
A document intended for use by managers and supervisors as a pre-appraisal checklist.
Leaver’s Checklist
A document intended for use as a checklist for managing the exit of employees from your firm.