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r o t z a n d s t o n e s i f e r. c o m
Human Resources & Safety Consulting
                                              Services

Rotz & Stonesifer offers one of the most comprehensive array of Human Resources and Safety Consulting services in the
Mid-Atlantic area. Some of our most common services include the following…

• HR Outsourcing: We can provide complete or partial HR and Safety outsourcing for small to mid-sized
  organizations. We can come on-site and actually perform the strategic functions of Human Resources & Safety and
  provide tactical guidance to employees. With this popular cost-effective service, organizations get a professional HR
  resource for a fraction of the cost of an equivalent full-time hire.
• HR/Safety Assessment: We provide assessments that give organizations a baseline of where they stand in
  terms of compliance with Federal and State laws.
• Compliance Assistance: We can help organizations attain compliance with Federal and State laws, regulations and
  guidelines.
• Recruiting: We help organizations attain great talent! We directly source candidates to fill talent needs in
  organizations. Our recruiting specialties include: Manufacturing positions; Distribution & Warehouse positions;
  Accounting, HR, and IT jobs for any industry; and Service Related Management positions.
• Training & Development/Organizational Development: We offer a variety of training and development
  offerings with a focus on Leadership Development; a variety of HR training topics: Continuous Improvement/Lean
  training; Safety/OSHA compliance training; and Strategic Planning for top leadership teams.
• Handbook & Key Policy Development: We can help organizations develop and/or update their employee
  handbooks and key HR policies and procedures.
• Compensation & Benefits Analysis & Planning: We can assist organizations with their Total Rewards packages
  and offerings. We have the ability to design compensation systems, conduct market pricing analysis, develop incentive
  or variable compensation programs, and assist with negotiating and designing effective benefits programs that
  support the strategic direction of the company.
• Employee Relations Assistance: Services include key discipline and termination reviews/investigations; EEOC
  and PHRC investigations and fact finding assistance; Union prevention assessments; implementation of HR Best Practices.
• Employee Engagement Services: We can help design and conduct thorough employee engagement survey
  questionnaires and provide stratified data results. In addition, we can assist organizations with setting up and
  facilitating focus groups to address any major areas of opportunity.
• Loss Control/Safety Compliance Services: We can assist organizations in developing processes, procedures and
  practices that meet OSHA guidelines as well as reduce injuries and ultimately Worker’s Compensation costs.
• Contract Training: We also provide contract training services for organizations that have their own training
  programs developed, but need facilitators/trainers to do the actual events.
HR Safety     Many small-to-medium sized businesses are not big enough to justify a full-time professional
              HR and/or Safety employee. At R&S, we recognize this and can assist your organization with a
Outsourcing   variety of HR outsourcing options based on your organization’s specific needs. Our approach
Options       provides your organization with a professional resource on a PT basis for the fraction of the cost of
              the FT employee. Examples of services provided under this approach can include but aren’t limited
              to the following:

              Conduct a thorough HR/Safety Assessment to provide a baseline; Develop or update the employee
              handbook and all key HR policies and procedures; Set-up all proper recordkeeping and filing
              systems; Develop a customized monthly HR/Safety report with key metrics and data for top
              management/leadership team; Assist with any discipline and termination situations (available
              24/7); Work on specific recommendations from the Assessment to ensure proper compliance;
              Assist with performance management processes for hourly and salaried personnel; Assist with
              establishing meaningful objectives for key positions; Assist with compensation plan development
              and benefits negotiations and design; conduct employee survey with follow-up activities to address
              main concerns; Conduct prevention HR training (harassment prevention and diversity); Put together
              a customized leadership development program and train on at least one topic per month; Develop
              any needed written OSHA plans and conduct training monthly to establish compliance; Develop an
              internal safety committee and facilitate meetings; Establish proper safety accountability; manage
              any worker’s comp losses; put in place initiatives to drive down Worker’s Comp costs; Develop an
              effective hiring process and on-boarding process for new employees; assist with will Strategic HR
              issues in the organization; Assist all managers/supervisors with employee performance issues;
              Mentor and provide direction to an on-site clerical HR resource; Assist organizations with getting
              FREE State training grants; assist with any recruiting efforts and downsizing situations.

              We can customize an engagement that addresses your needs, which determines the number of
              hours per month that the HR/Safety resource would be on-site. An organization desiring most of
              the list above would need an on-site resource about 30 hours per month depending on their size
              and if there is a clerical resource available.


Recruiting    At R&S, we specialize in helping organizations acquire great talent! We can work in a number of
              ways, usually in a more cost effective way than other recruiters. We have a database of many local
              and regional candidates. The most common jobs that we recruit for include:

              • Manufacturing Talent: Mechanical Engineers; Industrial/Manufacturing Engineers; Lean/Six
                Sigma professionals; Supply Chain/Purchasing professionals; Operations/Manufacturing
                Managers and Supervisors; Quality Engineers and QC/QA Professionals; Maintenance
                Managers/Plant Engineers; and Sales Professionals and Customer Service personnel.
              • Warehouse and Distribution Center Talent: General Managers; Facility Managers;
                Department Managers and Supervisors; Industrial Engineers; Logistic professionals.
              • Accounting and IT professionals in any industry
              • Human Resources and Safety Professionals in any industry
              • Service-Oriented Organizations: All key management, supervisory and staff personnel.

              In addition to providing recruitment services for organizations, we can also help organizations set
              up great hiring processes that include various testing options. We have access to a number of valid
              and reliable testing options for candidates.
Employee             We can assist your organization with the development of an effective employee handbook. In
                     addition, we can assist with the development of any key HR policy. With ongoing changes in the
Handbook/ Key HR     laws, it is recommended that handbooks and key HR policies are reviewed periodically.
Policy Development
Updating

Compliance           One of our most popular services is conducting a variety of thorough assessments.

Assessments          • Comprehensive Human Resources & Safety Assessment: This is very popular. This
                       assessment will give your organization a baseline of where it currently stands in relation to the
                       various Federal and State laws, regulations and guidelines relevant to your organization. You will
                       receive a complete summary of results by key law along with the list of recommendations based
                       on the law and best HR practices.
                     • ERISA Assessment: We will review your key benefits plans, Summary Plan Descriptions,
                       5500’s, communications with employees, written documents, and wrap documents to ensure you
                       are meeting all key ERISA requirements.
                     • Union Vulnerability Assessment: This assessment will be able to assess how vulnerable
                       your organization may be to a future unionization attempt.



Training &           We have a wide-variety of training classes available. These include but are not limited to the
                     following courses.
Development
Organization         • Leadership Development: We have over 40 different leadership topics/modules available.
Development            You can customize your training based on specific development needs. Our topics range from
                       various communications skills, legal topics, specific leadership skills, specific HR skills needed by
                       leaders (interviewing, preparing and giving performance feedback and appraisals), and
                       facilitation skills. We offer courses from Vital Learning and Coastal Communications.
                     • Human Resources Training: Topics to the general workforce include Harassment prevention,
                       Diversity, Proper Ethics for Employees, Teamwork Skills, and specific legal topics.
                     • OSHA Compliance/Safety Training: We offer most OSHA mandated training, Behavior-
                       based safety training, Safety leadership training; Safety Teamwork training, and many
                       eye-opening safety awareness building programs.
                     • Strategic Planning Process: We offer a comprehensive 3-5 day Strategic Planning facilitated
                       event with materials from Resource Associates Corporation. This is an incredible process for
                       those organizations wanting to develop a strategic plan.
                     • Continuous Process Improvement/Lean Training: Problem solving training for
                       managers/employees; 5S/Workplace Organization training; Cycle Time Reduction training (can
                       reduce steps on any process in the organization); Team Defect Reduction training; Value Stream
                       Management; and Standard Work training.

                     In addition to conducting training on the above subjects and topics, we also do contract training for
                     organizations that have their own programs developed, but need individuals to facilitate them. We
                     also have the ability to administer certain tests that can aid in the training and development process.
Employee             We can assist your organization with the design of an effective employee engagement survey. It is
                     highly recommended that all organizations conduct surveys at least every two years. We have done
Engagement           much research on designing appropriate surveys and can discuss this with you in detail. We also
Surveys              have the appropriate software that can track and trend the results of multiple surveys. We also
                     assist you in what to do with results and turn them into actionable items that address the main
                     concerns of employees. This important step could include facilitating focus groups to address the
                     key issues identified.


Safety/Loss          We can assist your organization in putting a very effective safety program/loss control process in
                     place. Results of 50% of more in reduction of injuries and Worker’s Comp costs are realistic. Typical
Control              services include:
Services/OSHA        • Development of an effective safety committee/provide facilitation for monthly meetings.
Compliance           • All written plans developed. Assist with attaining the appropriate documentation required by OSHA.
                     • Put in place a behavior-based safety process.
                     • Develop a custom safety inspection process.
                     • Safety accountabilities/responsibilities defined.
                     • Conduct mandated OSHA training and other effective safety training.
                     • Provide weekly/monthly safety talks for supervisors
                     • Creation of strong return-to-work program.
                     • Assist in actively managing any claims and periodically reviewing reserves with insurance companies.


Compensation         Compensation Activities                               Benefit Activities
                     • Establish a formal system                           • Negotiate core benefits
Benefits             • Conduct market/job pricing assessments              • Help design benefits offerings
Analysis &           • Assist with competitiveness survey                  • Conduct competitiveness analysis including
Planning             • Development of reward and recognition systems         PTO benefits
                     • Development of variable pay programs                • Assist with attaining other voluntary benefits
                                                                           • Assist with costing of benefits
                     We can also assist with the development of “total compensation” statements for employees.



Other Misc.          • Provide individual coaching with key managers. Have a great coaching process available through
                       Resource Associates Corporation
HR/Safety Services   • Assist with development of job analysis and job descriptions
                     • Development of Performance Management Processes including customizing the proper forms
                       and establishing meaningful objectives
                     • Development of HR Best Practices
                     • Provide outplacement services for terminated or laid off employees
                     • Provide Employee Relations guidance or discipline/termination situations
                     • Assist with development of effective organizational communication systems
                     • Assistance with setting up all proper record keeping systems and employee files
                     • Affirmative Action Plan development and updating
                     • Establish needed testing services for new candidates and/or existing employees
                     • Provide 360 degree feedback assessments
                     • We can also assist with any other HR/Safety project work.
If you'd like to learn more about the Human Resources and/or Safety
                     Consulting services provided by Rotz & Stonesifer, please contact:

                   Tony Metz • Sr. HR Consultant • Rotz & Stonesifer CPA's
                      1134 Kennebec Drive • Chambersburg, PA 17201
             Phone: 717-264-5961 • Cell Phone: 717-491-2761 • Fax: 717-264-7377
                 tony@rotzandstonesifer.com • www.rotzandstonesifer.com



                    Please visit www.rotzandstonesifer.com for more information
                     about these services and/or the firm's other services that include:

                             Individual Tax Planning and Preparation
                                             Auditing
                                         Payroll Services
                                     Controllership Services
                                      Bookkeeping Services
                                     Management Consulting
                                          Estate Planning
                                       Retirement Planning




 1134 Kennebec Drive       643A E. Baltimore Street         190 Arsenal Road             104 Locust Street
Chambersburg, PA 17201      Greencastle, PA 17225            York, PA 17404            East Berlin, PA 17316
    (717) 264-5961             (717) 597-8724                (717) 854-3700               (717) 801-0568



                                    www.rotzandstonesifer.com

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R&S Hr Brochure 4 Pg Update Nov 2012

  • 1. r o t z a n d s t o n e s i f e r. c o m
  • 2. Human Resources & Safety Consulting Services Rotz & Stonesifer offers one of the most comprehensive array of Human Resources and Safety Consulting services in the Mid-Atlantic area. Some of our most common services include the following… • HR Outsourcing: We can provide complete or partial HR and Safety outsourcing for small to mid-sized organizations. We can come on-site and actually perform the strategic functions of Human Resources & Safety and provide tactical guidance to employees. With this popular cost-effective service, organizations get a professional HR resource for a fraction of the cost of an equivalent full-time hire. • HR/Safety Assessment: We provide assessments that give organizations a baseline of where they stand in terms of compliance with Federal and State laws. • Compliance Assistance: We can help organizations attain compliance with Federal and State laws, regulations and guidelines. • Recruiting: We help organizations attain great talent! We directly source candidates to fill talent needs in organizations. Our recruiting specialties include: Manufacturing positions; Distribution & Warehouse positions; Accounting, HR, and IT jobs for any industry; and Service Related Management positions. • Training & Development/Organizational Development: We offer a variety of training and development offerings with a focus on Leadership Development; a variety of HR training topics: Continuous Improvement/Lean training; Safety/OSHA compliance training; and Strategic Planning for top leadership teams. • Handbook & Key Policy Development: We can help organizations develop and/or update their employee handbooks and key HR policies and procedures. • Compensation & Benefits Analysis & Planning: We can assist organizations with their Total Rewards packages and offerings. We have the ability to design compensation systems, conduct market pricing analysis, develop incentive or variable compensation programs, and assist with negotiating and designing effective benefits programs that support the strategic direction of the company. • Employee Relations Assistance: Services include key discipline and termination reviews/investigations; EEOC and PHRC investigations and fact finding assistance; Union prevention assessments; implementation of HR Best Practices. • Employee Engagement Services: We can help design and conduct thorough employee engagement survey questionnaires and provide stratified data results. In addition, we can assist organizations with setting up and facilitating focus groups to address any major areas of opportunity. • Loss Control/Safety Compliance Services: We can assist organizations in developing processes, procedures and practices that meet OSHA guidelines as well as reduce injuries and ultimately Worker’s Compensation costs. • Contract Training: We also provide contract training services for organizations that have their own training programs developed, but need facilitators/trainers to do the actual events.
  • 3. HR Safety Many small-to-medium sized businesses are not big enough to justify a full-time professional HR and/or Safety employee. At R&S, we recognize this and can assist your organization with a Outsourcing variety of HR outsourcing options based on your organization’s specific needs. Our approach Options provides your organization with a professional resource on a PT basis for the fraction of the cost of the FT employee. Examples of services provided under this approach can include but aren’t limited to the following: Conduct a thorough HR/Safety Assessment to provide a baseline; Develop or update the employee handbook and all key HR policies and procedures; Set-up all proper recordkeeping and filing systems; Develop a customized monthly HR/Safety report with key metrics and data for top management/leadership team; Assist with any discipline and termination situations (available 24/7); Work on specific recommendations from the Assessment to ensure proper compliance; Assist with performance management processes for hourly and salaried personnel; Assist with establishing meaningful objectives for key positions; Assist with compensation plan development and benefits negotiations and design; conduct employee survey with follow-up activities to address main concerns; Conduct prevention HR training (harassment prevention and diversity); Put together a customized leadership development program and train on at least one topic per month; Develop any needed written OSHA plans and conduct training monthly to establish compliance; Develop an internal safety committee and facilitate meetings; Establish proper safety accountability; manage any worker’s comp losses; put in place initiatives to drive down Worker’s Comp costs; Develop an effective hiring process and on-boarding process for new employees; assist with will Strategic HR issues in the organization; Assist all managers/supervisors with employee performance issues; Mentor and provide direction to an on-site clerical HR resource; Assist organizations with getting FREE State training grants; assist with any recruiting efforts and downsizing situations. We can customize an engagement that addresses your needs, which determines the number of hours per month that the HR/Safety resource would be on-site. An organization desiring most of the list above would need an on-site resource about 30 hours per month depending on their size and if there is a clerical resource available. Recruiting At R&S, we specialize in helping organizations acquire great talent! We can work in a number of ways, usually in a more cost effective way than other recruiters. We have a database of many local and regional candidates. The most common jobs that we recruit for include: • Manufacturing Talent: Mechanical Engineers; Industrial/Manufacturing Engineers; Lean/Six Sigma professionals; Supply Chain/Purchasing professionals; Operations/Manufacturing Managers and Supervisors; Quality Engineers and QC/QA Professionals; Maintenance Managers/Plant Engineers; and Sales Professionals and Customer Service personnel. • Warehouse and Distribution Center Talent: General Managers; Facility Managers; Department Managers and Supervisors; Industrial Engineers; Logistic professionals. • Accounting and IT professionals in any industry • Human Resources and Safety Professionals in any industry • Service-Oriented Organizations: All key management, supervisory and staff personnel. In addition to providing recruitment services for organizations, we can also help organizations set up great hiring processes that include various testing options. We have access to a number of valid and reliable testing options for candidates.
  • 4. Employee We can assist your organization with the development of an effective employee handbook. In addition, we can assist with the development of any key HR policy. With ongoing changes in the Handbook/ Key HR laws, it is recommended that handbooks and key HR policies are reviewed periodically. Policy Development Updating Compliance One of our most popular services is conducting a variety of thorough assessments. Assessments • Comprehensive Human Resources & Safety Assessment: This is very popular. This assessment will give your organization a baseline of where it currently stands in relation to the various Federal and State laws, regulations and guidelines relevant to your organization. You will receive a complete summary of results by key law along with the list of recommendations based on the law and best HR practices. • ERISA Assessment: We will review your key benefits plans, Summary Plan Descriptions, 5500’s, communications with employees, written documents, and wrap documents to ensure you are meeting all key ERISA requirements. • Union Vulnerability Assessment: This assessment will be able to assess how vulnerable your organization may be to a future unionization attempt. Training & We have a wide-variety of training classes available. These include but are not limited to the following courses. Development Organization • Leadership Development: We have over 40 different leadership topics/modules available. Development You can customize your training based on specific development needs. Our topics range from various communications skills, legal topics, specific leadership skills, specific HR skills needed by leaders (interviewing, preparing and giving performance feedback and appraisals), and facilitation skills. We offer courses from Vital Learning and Coastal Communications. • Human Resources Training: Topics to the general workforce include Harassment prevention, Diversity, Proper Ethics for Employees, Teamwork Skills, and specific legal topics. • OSHA Compliance/Safety Training: We offer most OSHA mandated training, Behavior- based safety training, Safety leadership training; Safety Teamwork training, and many eye-opening safety awareness building programs. • Strategic Planning Process: We offer a comprehensive 3-5 day Strategic Planning facilitated event with materials from Resource Associates Corporation. This is an incredible process for those organizations wanting to develop a strategic plan. • Continuous Process Improvement/Lean Training: Problem solving training for managers/employees; 5S/Workplace Organization training; Cycle Time Reduction training (can reduce steps on any process in the organization); Team Defect Reduction training; Value Stream Management; and Standard Work training. In addition to conducting training on the above subjects and topics, we also do contract training for organizations that have their own programs developed, but need individuals to facilitate them. We also have the ability to administer certain tests that can aid in the training and development process.
  • 5. Employee We can assist your organization with the design of an effective employee engagement survey. It is highly recommended that all organizations conduct surveys at least every two years. We have done Engagement much research on designing appropriate surveys and can discuss this with you in detail. We also Surveys have the appropriate software that can track and trend the results of multiple surveys. We also assist you in what to do with results and turn them into actionable items that address the main concerns of employees. This important step could include facilitating focus groups to address the key issues identified. Safety/Loss We can assist your organization in putting a very effective safety program/loss control process in place. Results of 50% of more in reduction of injuries and Worker’s Comp costs are realistic. Typical Control services include: Services/OSHA • Development of an effective safety committee/provide facilitation for monthly meetings. Compliance • All written plans developed. Assist with attaining the appropriate documentation required by OSHA. • Put in place a behavior-based safety process. • Develop a custom safety inspection process. • Safety accountabilities/responsibilities defined. • Conduct mandated OSHA training and other effective safety training. • Provide weekly/monthly safety talks for supervisors • Creation of strong return-to-work program. • Assist in actively managing any claims and periodically reviewing reserves with insurance companies. Compensation Compensation Activities Benefit Activities • Establish a formal system • Negotiate core benefits Benefits • Conduct market/job pricing assessments • Help design benefits offerings Analysis & • Assist with competitiveness survey • Conduct competitiveness analysis including Planning • Development of reward and recognition systems PTO benefits • Development of variable pay programs • Assist with attaining other voluntary benefits • Assist with costing of benefits We can also assist with the development of “total compensation” statements for employees. Other Misc. • Provide individual coaching with key managers. Have a great coaching process available through Resource Associates Corporation HR/Safety Services • Assist with development of job analysis and job descriptions • Development of Performance Management Processes including customizing the proper forms and establishing meaningful objectives • Development of HR Best Practices • Provide outplacement services for terminated or laid off employees • Provide Employee Relations guidance or discipline/termination situations • Assist with development of effective organizational communication systems • Assistance with setting up all proper record keeping systems and employee files • Affirmative Action Plan development and updating • Establish needed testing services for new candidates and/or existing employees • Provide 360 degree feedback assessments • We can also assist with any other HR/Safety project work.
  • 6. If you'd like to learn more about the Human Resources and/or Safety Consulting services provided by Rotz & Stonesifer, please contact: Tony Metz • Sr. HR Consultant • Rotz & Stonesifer CPA's 1134 Kennebec Drive • Chambersburg, PA 17201 Phone: 717-264-5961 • Cell Phone: 717-491-2761 • Fax: 717-264-7377 tony@rotzandstonesifer.com • www.rotzandstonesifer.com Please visit www.rotzandstonesifer.com for more information about these services and/or the firm's other services that include: Individual Tax Planning and Preparation Auditing Payroll Services Controllership Services Bookkeeping Services Management Consulting Estate Planning Retirement Planning 1134 Kennebec Drive 643A E. Baltimore Street 190 Arsenal Road 104 Locust Street Chambersburg, PA 17201 Greencastle, PA 17225 York, PA 17404 East Berlin, PA 17316 (717) 264-5961 (717) 597-8724 (717) 854-3700 (717) 801-0568 www.rotzandstonesifer.com