Topic:
1st Day Orientation with Kelley
Definition: forms.
To obtain an overview on Email, Sentric, marketing and compliance
Tasks: • • • • • • • •
Review the email system and ensure access Set up Signature Line Create email announcement (if applicable) Import contacts (if applicable) Enable phone access Sentric & Ease Login Review and sign SB133 & complaint policy forms Order Marketing materials
Discussion/Review: •
Review and ask questions if needed with manager or Kelley