Programs for Associations

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1 Prgrams fr Assciatins Recruitment Management Prgram (RMP) ENGAGE Advantage Helpdesk HR CD Tlkit / HR Online Prtal Affinity Prgram Outsurcing Services Affinity Prgram Cnsulting Services 100 Central Parkway W, Suite 3 ississauga, Ontari L5C 4E5 inf@engagehr.cm f: Strategy. Structure. Peple.

2 Intrductin Thank yu fr yur interest in ENGAGE HR! This infrmatin package prvides descriptins f the prgrams we are pleased t be able t ffer Assciatins like yurs. Our prgram and service fferings are designed t give yur Membership access t HR prfessinals and HR tls easily, quickly and affrdably. Thrugh quality HR advice and cnsulting we will help yur Members t becme nt nly mre efficient, effective, but als better emplyers thrugh the executin f exemplary peple-management best practices and strategies. This package cntains infrmatin n the fllwing Member fferings: Recruitment Management Prgram (RMP) ENGAGE Advantage Helpdesk HR CD Tlkit / Online Prtal Values Fit Surveys Organizatinal Culture Assessment & Candidate Fit Surveys Affinity Prgram Cnsulting Services Affinity Prgram Outsurcing Services All current prgrams can be tailred t fit and reflect the unique needs f yur Members. Shuld yur Assciatin have a particular HR need that is nt addressed herein, we wuld be pleased t partner with yu t design a new ffering that wuld be f benefit t yur Members. Member Testimnial "I run a small business with nly 20 staff, t small fr a full time HR persn. I've used Alex and ENGAGE HR ver the years with utstanding results. A recent situatin ENGAGE HR helped me with reminded me f the value they bring t the table. Principally, I feel like I d have a full time HR department in ENGAGE HR and cunt them as ne f my trusted advisrs alngside my lawyer and accuntant, the same rle we strive t play fr ur clients. Gd Fit." - Jhn Hubbard, Hubbard Insurance Brkers (Insurance Brkers Assciatin f Ontari Member) Mississauga, Ontari L5C 4E5 inf@engagehr.cm f: Strategy. Structure. Peple.

3 Recruitment Management Prgram (RMP) Their recruitment prgram is a great service, prbably mre cst-effective than anything else I ve seen in the marketplace that is a placement service. I ve wrked with a number f placement services in the past and I ve been very happy with the service that we the Assciatin have received. - Paul Taylr, Directr f Operatins, Insurance Brkers Assciatin f Ontari (IBAO) The Prblem Recruitment can becme a frustrating and expensive distractin fr business wners. While handling the recruitment prcess internally can seem like a cheaper, mre viable ptin fr small and mediumsized businesses when cmpared with using an utside resurce, ultimately, the csts tend t utweigh the benefits. The prcess causes valuable management time t be taken away frm revenuegenerating client prjects and business develpment effrts. In additin t attentin being diverted frm the fundamental business drivers, the recruitment prcess des nt ften receive the full attentin and expertise needed t make it a success. Why is the Recruitment Prcess Imprtant? Hiring and retaining the right peple is an imprtant driver f cmpetitive advantage. Hiring the wrng persn can be detrimental t the health f the rganizatin. Hiring the right persn that is the right rganizatinal fit can help prpel a cmpany frward twards the achievement f its gals. The Slutin The RMP is a custmizable recruitment service withut the cst r risks f a full-fledged recruitment firm. We have the peple, the resurces and the tls t help ensure yu put the right peple in the right rles t achieve yur rganizatinal gals. Members f yur Assciatin will benefit frm having recruitment specialists guide them, supprt them and enable the recruitment prcess withut the significant cst f a headhunting search firm. We will: act as an n demand recruitment resurce t Members. interview candidates wh submit applicatins / resumes in respnse t ads r pstings, r directly t the Member always maintain the cnfidentiality f applicants We will nt: act as a search firm charge a finders fee make practive calls t ptential candidates at ther firms wh have nt applied ENGAGE HR ffers three (3) levels f service, Standard, Plus and Cmprehensive that allw Members t maintain as much, r as little, f the recruitment prcess as they desire. The services included in each package are: Mississauga, Ontari L5C 4E5 inf@engagehr.cm f: Strategy. Structure. Peple.

4 Recruitment Management Prgram (RMP) - Service Levels Service Item Standard Plus Cmprehensive Review / Discuss Rle Review / Revise Prfessinal Jb Descriptin Surcing Strategy Recmmendatins Create Recruitment Psting Placement f Recruitment Ads / Pstings 1 Resume Cllectin and Initial Screening Resume Shrt-list and Debrief Telephne Screening Interviews (Telephne r On-site) 2 Interview Shrt-list Creatin, Presentatin and Debrief Crdinatin f Client Interviews Client / Candidate Debrief Optinal Candidate Assessments 3 (including the Values Fit Surveys) Perfrming Reference Checks 4 Hiring Decisin Facilitatin / Supprt Offer Package Preparatin, Apprval and Cmmunicatin Salary Negtiatin and Finalizatin f Hire 1 Fees payable by Member ften at discunted rates. 2 Lcatin dependent. Additinal fee may be applicable. 3 Additinal fee may be applicable. 4 Credit and criminal checks are available thrugh a 3 rd party supplier at an additinal cst. Mississauga, Ontari L5C 4E5 inf@engagehr.cm f: Strategy. Structure. Peple.

5 HR Helpdesk I fund that any time I had cntact, I felt listened t, heard and respected. There was a calming effect. - Insurance Brkers Assciatin f Ontari Member One f the mst utilized services prvided by ENGAGE HR fr ur Assciatin clients is the ENGAGE Advantage Helpdesk. Yur Assciatin wuld be assigned a dedicated client line that prvides yur Members with immediate access t ur qualified HR Prfessinals fr infrmatin, assistance and cunsel with respect t a wide range f HR and peple-management issues and situatins. Typically, an Assciatin supprts its Members by funding 1-hur f HR cnsulting each mnth via the Helpdesk. Any additinal time is billed directly t the Member. ENGAGE HR Advantage Helpdesk services are billed at Preferred Member Rates (hurly), which equates t 10% ff ur standard rates: Preferred Member Rates Managing Directr $ HR Manager / Cnsultant $ HR Assciate / Prject Crdinatr $ Typical calls t the ENGAGE HR Advantage Helpdesk include questins and inquires relating t: Cmpliance with regulatry standards (Emplyment Standards, Health & Safety, Human Rights, Canada Revenue) Emplyee perfrmance issues and apprpriate disciplinary actin Best Emplyer practices Fair cmpensatin practices Advice regarding resigning emplyees Cunsel fr handling emplyee cmplaints r allegatin f discriminatin, sexual harassment r similar human rights issues Advice fr implementing HR plicies, prgrams and practices The ENGAGE HR Advantage Helpdesk has prven t be an effective and valuable service fr Assciatin members. Since its adptin by ne f ur clients in 2008, the amunt f time we have spent assisting its Members via the helpdesk has increased 453% 5. We are excited with the psitive feedback we have received and we wuld like t ffer yu the pprtunity t prvide yur Members with their very wn n-demand HR department frm which they can seek capable, high-quality yet affrdable advice whenever they need it. 5 When cmparing 1 st Quarter results (i.e. numbers available fr the year t date). Mississauga, Ontari L5C 4E5 inf@engagehr.cm f: Strategy. Structure. Peple.

6 HR CD Tlkit / HR Online Prtal Our wrk with clients withut an in-huse HR department has highlighted a need fr imprved HR plicies, practices and prgrams. While ENGAGE HR can prvide this t clients thrugh ur cnsulting and utsurcing services, the cst f prject wrk, thugh discunted, can smetimes prevent small businesses frm undertaking valuable internal capability-building effrts. ENGAGE HR can ffer Members access t either an easy-t-use CD r nline prtal that prvides a wide variety f plicy templates, tls and peple-management hw-t guides and resurces. The cntent f ur HR Tlkits are reviewed and edited regularly t ensure all infrmatin, plicies and dcuments are written and presented in line with the Assciatins relevant industry / prfessin. We will wrk with yur Assciatin t develp any additinal plicies and hw-t guides that will be f value t yur Members. Previus HR Tlkits develped fr clients have generally been rganized int 8 sectins. Examples f the dcuments, tls, templates and hw-t guides that can be fund within each sectin are as fllws: Sectin General Emplyment Emplyee Perfrmance Cmpensatin and Rewards Examples f Dcuments Recruitment, Selectin and Equal Opprtunity Plicy Creating Behaviural Based Interview Questins Crss-Cultural Interviewing Orientatin Plicy Internet, and Electrnic Media Plicy Vilence and Harassment in the Wrkplace Plicy Absenteeism Plicy Flexible Wrk Arrangements Peer Recgnitin Prgram Outside Emplyment Plicy Emplyee Data Changes and Recrds Terminatin and Severance Plicy Perfrmance Management Plicy Disciplinary Actin Plicy Sample Letter Written Warning Perfrmance Imprvement Plan Addressing Pr Perfrmance Successin Planning Template Perfrmance Appraisal Guide and Template Hurs f Wrk and Overtime Plicy Salary and Pay Perids Setting Base Salary Develping Bnus Plans Determining Merit Increases Emplyee Recgnitin Prgram Pay Equity Mississauga, Ontari L5C 4E5 inf@engagehr.cm f: Strategy. Structure. Peple.

7 Sectin Vacatin and Leaves Training and Develpment Health and Safety Agreements Sample Jb Descriptins Examples f Dcuments Vacatin Plicy Leave f Absence Plicy Hliday and Religius Observances Plicy Paid Time Off Licensing and Educatinal Lgs Training, Develpment and Tuitin Reimbursement Plicy Health and Safety Plicy Drug and Alchl Plicy Vilence in the Wrkplace Return t Wrk Prgram Offer f Emplyment Terms and Cnditins f Emplyment Prducer Agreement Jb Descriptin Templates The CD r nline prtal can be updated as and when necessary t ensure cmpliance with prvincial and federal emplyment legislatin, as apprpriate t yur Members, and alignment with their rganizatinal gals and bjectives. Time dedicated t the develpment f an Assciatin-specific tlkit will be billed at the Preferred Member Rates f 10% ff ur standard rates. Mississauga, Ontari L5C 4E5 inf@engagehr.cm f: Strategy. Structure. Peple.

8 Values Fit Surveys (VFS) The VFS prcess is designed t help yur Members assess their rganizatinal culture frm a values perspective and leverage their culture t imprve business peratins by: helping them t hire the right peple fr their rganizatin. Peple that fit with the culture will supprt the rganizatin s values and keep the cmpany mving in the right directin. develping and maintaining a cnsistent rganizatinal culture that in turn can help t create and sustain a cmpetitive advantage. The prcess is made up f three nline surveys: Organizatinal Culture Survey (OCS): prvides a picture f an rganizatin s culture and a benchmark f the values that 1) ptential candidates shuld pssess and 2) current emplyees shuld be supprting and practicing. Candidate Fit Survey (CFS): assesses hw well ptential candidates will fit with the rganizatin s culture. Supprts the hiring f better fit candidates, alng with apprpriate candidate screening, well run interviews and prfessinal reference checks. Emplyee Opinin Survey (EOS): gauges hw aligned emplyees are with an rganizatin s culture and highlights areas that when develped will result in a mre chesive team unit. OCS (cmpleted by management) Cmpare CFS (cmpleted by candidate) EOS (cmpleted by all emplyees) Mississauga, Ontari L5C 4E5 inf@engagehr.cm f: Strategy. Structure. Peple.

9 Affinity Prgrams Cnsulting Services Fr Members wh may nt be ready t cmmit t an nging supprt prgram thrugh ur Outsurcing services, but require assistance with a specific prject, ENGAGE HR als ffers Members a 10% discunt n Cnsulting services. In partnering with us, yur Members wuld receive a 10% discunt ff ur standard rates thrugh this Member Affinity Prgram. Outsurcing Services We prvide full-service HR utsurcing services t small and medium-sized businesses that have limited r n in-huse HR resurces. Our retainer-based utsurcing prgrams are cmpletely custmized t fit ur clients needs and prvide the level f supprt yur Members desire. Outsurcing prgrams include nging management f all HR functins and activities as well as a regular r as-needed n-site presence, where gegraphically feasible. Members wuld receive a 10% discunt ff ur standard rates thrugh this Member Affinity Prgram. Fr mre infrmatin n ur cnsulting and utsurcing practice areas, please refer t ur website at r inf@engagehr.cm. We lk frward t partnering with yu t meeting yur Members needs and enhancing the value prpsitin t Members f yur Assciatin. Mississauga, Ontari L5C 4E5 inf@engagehr.cm f: Strategy. Structure. Peple.

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