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INTERVIEW PROCESS
Geos Dude, Inc.
[DATE]
TDEC
[Company address]
Page 1 of 11
Table of Contents
Policies/Procedures: Sexual harassment & Equal Employment Opportunity....1-2
Job Description – Administrative Services Assistant .......................................3-4
Structured Selection Interview......................................................................... 5
Training Program Outline..............................................................................6-8
Performance Appraisal................................................................................9-12
Compensation Plan +Incentives & Benefits ...............................................13-20
Rules, Regulations & Progressive Discipline................................................21-22
Page 2 of 11
Policies/Procedures: Sexual harassment & Equal
Employment Opportunity
Page 3 of 11
Job Description
JOB TITLE:
AdministrativeServices Assistant
REPORTS TO:
CEO
LOCATION:
Franklin, TN
COMPENSTION:
$30 - $40 AnnualSalary
SUMMARY:
Geos Dude, Inc. needs an Administrative Services Assistant to assist the CEO with their daily
correspondence; either through email or mail, answer the phone, create company letters,
maintain their calendar, make hotel reservations for out of town meetings, maintain files for
their office, and schedule meetings.
REQUIRED KNOWLEDGE & EXPERIENCE:
Minimum of 2 years office assistance in support for a CEO is required.
PROFICIENCY WITH:
 Desktop and laptop computers
 iPad, Tablet or Smartphone use
 Microsoft Office 2013
 Microsoft Outlook 2013
 Multi-lined telephone
FORMAL EDUCATION:
Associate’s degree in Office Administration and Business Management or equivalent work
experience; no less than two years.
JOB DESCRIPTIONS:
CEO's Office Duties (80%): Provide accurate, concise, and grammatically correct letters,
forms, emails, reports and other correspondence as needed, ensuring timelines according to
State policy, Agency and/or Division guidelines and maintain records of the documentation
according to division, department or state guidelines as applicable.
1. Track documents for CEO’s signature into and out of the CEO’s office and update
tracking spread sheet at the end of each day if unable to update when the document
moved from one location to another.
2. Create/review documents to ensure correct grammar, format, and spelling is used prior
to submission to CEO for signature or distribution. If correction is required make the
appropriate corrections before submitting the document to the CEO.
Page 4 of 11
3. Verify address prior to securing signature or distribution, and distributed within one day
of finalization.
4. Retain documents in appropriate format and in accordance with retention policy. Secure
copies of signed documents for CEOs reading file. Make sure originator sends copy to
file room.
5. Daily check CEO’s calendar for appointments and conflicts.
6. Take appointment requests for the CEO and place on their calendar. Always include
who, what, when and where in the appointment along with any contact information of
who is requesting the meeting.
7. Annually review files for RDA compliance and purge according to retention policy.
8. Creates files series as necessary to track information in and out of the CEO’s office.
Maintain reading file of documents signed by CEO or by calendar year and keep for 2
years. Dispose of using administrative RDA.
Customer Service (10%): Ensure all internal and external customers are serviced in timely
manner.
1. Acknowledge walk-up customers within 30 seconds of arrival and processed in order of
arrival.
2. Answer business phones by third ring; if placed on hold, call should be followed up
within two minutes.
3. Check Email immediately upon each arrival of work station and responded to by close of
business or within one business day.
4. Utilize out of office notifications when away from desk more than four business hours.
5. Utilize Microsoft Outlook calendar function to indicate availability.
Conference Rooms (5%): Maintain conference room calendars to prevent double bookings.
1. Maintain Outlook calendar for conference rooms in the office, by daily checking e-mail
for appointments to the calendar, accepting or denying the appointment as necessary.
2. Keep up to date copies of current week on desk for review by staff seeking impromptu
meetings.
3. Provide assistance to staff booking the room by providing instruction on how to book
Page 5 of 11
rooms as an appointment.
Professional Development (5%): To continue to improve performance levels and stay up to
date on administrative issues by attending webinars, classes or conferences as approved or
suggested by supervisor.
1. Review and seek out classes and seminars on administrative practices, customer service,
new software releases or advance software instruction and similar to improve or
continue knowledge in area of position class.
2. Request approval from supervisor to attend webinar, class or conference at least 30
days in advance of the actual date by verbally requesting approval and then submitting
a Travel Authorization.
3. Attend 15.0 hours of professional development each year.
Page 6 of 11
STRUCTURED INTERVIEW – ADMINISTRATIVE SERVICES
ASSISTANT
Background/Job Knowledge Questions:
1. Have you had past experience with administrative work for an owner of a company?
2. If not, please tell me what experience you do have.
3. Have you supervised anyone in the administrative field?
4. How were you evaluated with your past employers?
5. What do you believe you could provide Geos Dude, Inc. with your experience?
Situational Questions:
1. How would you handle booking a hotel reservation and a meeting with the same client
for the CEO of Geos Dude, Inc.?
2. How would you maintain your schedule along with the CEO’s schedule and if any other
issue where to arise like a printer breaking down?
3. How would you deal with a potential client of the company on the phone that is
unhappy with the results of a job done by one of Geos Dude, Inc.’s employees?
Behavioral Questions:
1. Have you had a really difficult customer in the past and how did you handle the
customer?
2. Have you ever felt that your experience was not enough for a job and if so how did you
improve your experience?
3. Have you ever had to make a decision without checking with the owner of the
company?
4. If you did make a decision without the consent of the owner how did you tell the owner
of your actions of deciding to go ahead without checking with the owner first?
5. Have you ever gone above and beyond for your employer or a potential customer? How
did you and do you believe that it benefited the company?
Page 7 of 11
TRAINING PROGRAM – ADMINISTRATIVE SERVICE
ASSISTANT:
Analysis of Training Needs:
1. Geos Dude, Inc.’s employee orientation is for the new employee to understand the
duties required to assist the CEO, meet existing clients of the company, learn how to
gain new clients, and understand the company’s expectations and job performance for
assisting the CEO.
2. Training in how to use and maintain the CEO’s schedule and calendar.
3. Understand the billing software for invoicing customers.
Instructional Design:
Topic: Employee Orientation Method: Walk through with the new
employee.
Design: The walk through will take place the first full day of work for the new employee and
involve the new employee being introduced to the staff, given all the necessary documents for
health insurance enrollment, sexual harassment, workstation usage, and the company
confidential policies, given the customer satisfaction requirements for current and future
clients, and how to operate the billing system. The new employee will be on a 6 week probation
period to evaluate the new employee’s progress.
Evaluation: The new employee will be evaluated over the 6 week probation period by the
current Office Supervisor and a final review will be conducted at the end of the probation
period with both the Office Supervisor and the CEO.
Topic: Outlook scheduling and calendar Method: Hands on demonstration of
Outlook.
Design: The new employee will demonstrate their knowledge of the Outlook software in setting
up mock meetings and reservations for the CEO. They will also be supervised by the Office
Supervisor while they are demonstrating because so of the information is confidential.
Evaluation: This training will take place for the first week the employee is with the company
and will be evaluated within their first two weeks with the company. The evaluation will be
done by the Office Supervisor and the CEO.
Topic: Neat scanner invoicing system Method: Hands on demonstration of Neat
scanner.
Page 8 of 11
Design: The Office Supervisor will walk the new employee through the process of using the
Neat scanner to create accurate and detailed invoices for consulting work done by the CEO on a
daily basis. The new employee will cross check the invoices with the CEO’s notes and field
records.
Evaluation: The Office Supervisor will evaluate the new employee for the entirety of the
probation period in this area due to the importance of these actions. A weekly report will be
provided to the CEO of the companies’ profits along with a report of the new employee’s
accuracy with the billing by the Office Supervisor.
Page 9 of 11
Performance Appraisal
Page 10 of 11
Compensation Plan + & Benefits
Administrative Service Assistant
This overview of the benefits and compensation plan provided by Geos Dude Inc. explains what
the company provides for the position of an Administrative Service Assistant for the CEO. Due
to the fact that this is a partnership Geos Dude Inc. cannot provide health and life insurance, a
401k plan, paid leave in the form of holiday pay, bereavement leave, Election Day leave, jury
duty leave, or military leave.
Geos Dude Inc. reserve the right to change or update this plan at any given time and if you
questions you feel this plan does not explain please contact HR manager.
Annual Salary: $30,000 - $40,000
Paid Time Off (PTO)
As a full-time employee you will receive paid time off (PTO) after you have completed 57.5
hours of work during a given month. Geos Dude Inc. will provide this service once you have
completed the 90 day probation period and received your first evaluation from your supervisor.
For each month you complete the 57.5 hours you will receive 8 hours of annual leave and 8
hours of sick leave to use at your discretion.
You may use your leave anytime you require to use it, but you must inform your supervisor at
least 1 day in advance for annual leave by written email or text message informing them of your
scheduled time off. If you need to use your sick leave you must inform your supervisor by email
or text message no later than 12 o’clock noon of the day you miss work informing them of your
time off. If leave is required and you do not have any leave to use you must provide a written
excuse as to the reason for the absences from work and it must be approved by your supervisor
before the leave can be taken.
Any unused leave can be paid to an employee once they resign from their position with Geos
Dude Inc. This PTO plan can be changed or terminated at any time by the discretion of CEO.
Page 11 of 11
Rules, Regulations & Discipline Process
Phones/Tablets: Geos Dude Inc. (GD Inc.) prohibits the personal use of office phones and
tablets. If you are found using office phones and tablets for personal use you will be fined the
amount of data used during the time of the personal use. You will have three strikes before
immediate termination of employment after a fourth offense is proven.
Desktops/Laptops: GD Inc. provides the desktops and laptops to use for business conducted by
employees. Personal use of this equipment will happen, but that use must be kept at a
minimum and that all employees must be aware that these systems are being monitored for
misuse. If you are found to be misusing this equipment for personal reasons for extended
periods of time and this activity interferes with productivity; you will be fined a weeks leave
without pay. Upon a second offense there will be immediate termination of employment. The
accessing, creating, or transmitting of pornographic or any obscene material; will result in
immediate termination of employment.
Attendance and Punctuality: Due to the nature of the work preformed by GD Inc. employees;
work schedules will be flexible on project by project bases. There will be a set period of
completions of each project which will be determined by your immediate supervisor. If you are
found to be missing dead lines consistently you will be given a written warning for the first
offense and for the second offense immediate termination of employment will take place.
Disciplinary Policy: GD Inc. will take immediate action to stop any activity that interferes with
operations of an employees work or the operations of the business. Violations of GD Inc.’s.
Policies will result in corrective action from our Human Resources Department and disciplinary
measures in the form of verbal warning, written warning and termination of employment on
situation to situation bases.
Below are forms of conduct that will result in immediate termination due to the nature of the
conduct:
1. Theft; even the attempt;
2. Intended destruction of company property;
3. Acts of violence to co-workers or customers;
4. Harassment of co-workers or customers;
5. Illegal drug use or use of alcohol on the job;
6. Refusal to perform work or complete assigned projects.

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Mary Fisher Portfolio

  • 1. INTERVIEW PROCESS Geos Dude, Inc. [DATE] TDEC [Company address]
  • 2. Page 1 of 11 Table of Contents Policies/Procedures: Sexual harassment & Equal Employment Opportunity....1-2 Job Description – Administrative Services Assistant .......................................3-4 Structured Selection Interview......................................................................... 5 Training Program Outline..............................................................................6-8 Performance Appraisal................................................................................9-12 Compensation Plan +Incentives & Benefits ...............................................13-20 Rules, Regulations & Progressive Discipline................................................21-22
  • 3. Page 2 of 11 Policies/Procedures: Sexual harassment & Equal Employment Opportunity
  • 4. Page 3 of 11 Job Description JOB TITLE: AdministrativeServices Assistant REPORTS TO: CEO LOCATION: Franklin, TN COMPENSTION: $30 - $40 AnnualSalary SUMMARY: Geos Dude, Inc. needs an Administrative Services Assistant to assist the CEO with their daily correspondence; either through email or mail, answer the phone, create company letters, maintain their calendar, make hotel reservations for out of town meetings, maintain files for their office, and schedule meetings. REQUIRED KNOWLEDGE & EXPERIENCE: Minimum of 2 years office assistance in support for a CEO is required. PROFICIENCY WITH:  Desktop and laptop computers  iPad, Tablet or Smartphone use  Microsoft Office 2013  Microsoft Outlook 2013  Multi-lined telephone FORMAL EDUCATION: Associate’s degree in Office Administration and Business Management or equivalent work experience; no less than two years. JOB DESCRIPTIONS: CEO's Office Duties (80%): Provide accurate, concise, and grammatically correct letters, forms, emails, reports and other correspondence as needed, ensuring timelines according to State policy, Agency and/or Division guidelines and maintain records of the documentation according to division, department or state guidelines as applicable. 1. Track documents for CEO’s signature into and out of the CEO’s office and update tracking spread sheet at the end of each day if unable to update when the document moved from one location to another. 2. Create/review documents to ensure correct grammar, format, and spelling is used prior to submission to CEO for signature or distribution. If correction is required make the appropriate corrections before submitting the document to the CEO.
  • 5. Page 4 of 11 3. Verify address prior to securing signature or distribution, and distributed within one day of finalization. 4. Retain documents in appropriate format and in accordance with retention policy. Secure copies of signed documents for CEOs reading file. Make sure originator sends copy to file room. 5. Daily check CEO’s calendar for appointments and conflicts. 6. Take appointment requests for the CEO and place on their calendar. Always include who, what, when and where in the appointment along with any contact information of who is requesting the meeting. 7. Annually review files for RDA compliance and purge according to retention policy. 8. Creates files series as necessary to track information in and out of the CEO’s office. Maintain reading file of documents signed by CEO or by calendar year and keep for 2 years. Dispose of using administrative RDA. Customer Service (10%): Ensure all internal and external customers are serviced in timely manner. 1. Acknowledge walk-up customers within 30 seconds of arrival and processed in order of arrival. 2. Answer business phones by third ring; if placed on hold, call should be followed up within two minutes. 3. Check Email immediately upon each arrival of work station and responded to by close of business or within one business day. 4. Utilize out of office notifications when away from desk more than four business hours. 5. Utilize Microsoft Outlook calendar function to indicate availability. Conference Rooms (5%): Maintain conference room calendars to prevent double bookings. 1. Maintain Outlook calendar for conference rooms in the office, by daily checking e-mail for appointments to the calendar, accepting or denying the appointment as necessary. 2. Keep up to date copies of current week on desk for review by staff seeking impromptu meetings. 3. Provide assistance to staff booking the room by providing instruction on how to book
  • 6. Page 5 of 11 rooms as an appointment. Professional Development (5%): To continue to improve performance levels and stay up to date on administrative issues by attending webinars, classes or conferences as approved or suggested by supervisor. 1. Review and seek out classes and seminars on administrative practices, customer service, new software releases or advance software instruction and similar to improve or continue knowledge in area of position class. 2. Request approval from supervisor to attend webinar, class or conference at least 30 days in advance of the actual date by verbally requesting approval and then submitting a Travel Authorization. 3. Attend 15.0 hours of professional development each year.
  • 7. Page 6 of 11 STRUCTURED INTERVIEW – ADMINISTRATIVE SERVICES ASSISTANT Background/Job Knowledge Questions: 1. Have you had past experience with administrative work for an owner of a company? 2. If not, please tell me what experience you do have. 3. Have you supervised anyone in the administrative field? 4. How were you evaluated with your past employers? 5. What do you believe you could provide Geos Dude, Inc. with your experience? Situational Questions: 1. How would you handle booking a hotel reservation and a meeting with the same client for the CEO of Geos Dude, Inc.? 2. How would you maintain your schedule along with the CEO’s schedule and if any other issue where to arise like a printer breaking down? 3. How would you deal with a potential client of the company on the phone that is unhappy with the results of a job done by one of Geos Dude, Inc.’s employees? Behavioral Questions: 1. Have you had a really difficult customer in the past and how did you handle the customer? 2. Have you ever felt that your experience was not enough for a job and if so how did you improve your experience? 3. Have you ever had to make a decision without checking with the owner of the company? 4. If you did make a decision without the consent of the owner how did you tell the owner of your actions of deciding to go ahead without checking with the owner first? 5. Have you ever gone above and beyond for your employer or a potential customer? How did you and do you believe that it benefited the company?
  • 8. Page 7 of 11 TRAINING PROGRAM – ADMINISTRATIVE SERVICE ASSISTANT: Analysis of Training Needs: 1. Geos Dude, Inc.’s employee orientation is for the new employee to understand the duties required to assist the CEO, meet existing clients of the company, learn how to gain new clients, and understand the company’s expectations and job performance for assisting the CEO. 2. Training in how to use and maintain the CEO’s schedule and calendar. 3. Understand the billing software for invoicing customers. Instructional Design: Topic: Employee Orientation Method: Walk through with the new employee. Design: The walk through will take place the first full day of work for the new employee and involve the new employee being introduced to the staff, given all the necessary documents for health insurance enrollment, sexual harassment, workstation usage, and the company confidential policies, given the customer satisfaction requirements for current and future clients, and how to operate the billing system. The new employee will be on a 6 week probation period to evaluate the new employee’s progress. Evaluation: The new employee will be evaluated over the 6 week probation period by the current Office Supervisor and a final review will be conducted at the end of the probation period with both the Office Supervisor and the CEO. Topic: Outlook scheduling and calendar Method: Hands on demonstration of Outlook. Design: The new employee will demonstrate their knowledge of the Outlook software in setting up mock meetings and reservations for the CEO. They will also be supervised by the Office Supervisor while they are demonstrating because so of the information is confidential. Evaluation: This training will take place for the first week the employee is with the company and will be evaluated within their first two weeks with the company. The evaluation will be done by the Office Supervisor and the CEO. Topic: Neat scanner invoicing system Method: Hands on demonstration of Neat scanner.
  • 9. Page 8 of 11 Design: The Office Supervisor will walk the new employee through the process of using the Neat scanner to create accurate and detailed invoices for consulting work done by the CEO on a daily basis. The new employee will cross check the invoices with the CEO’s notes and field records. Evaluation: The Office Supervisor will evaluate the new employee for the entirety of the probation period in this area due to the importance of these actions. A weekly report will be provided to the CEO of the companies’ profits along with a report of the new employee’s accuracy with the billing by the Office Supervisor.
  • 10. Page 9 of 11 Performance Appraisal
  • 11. Page 10 of 11 Compensation Plan + & Benefits Administrative Service Assistant This overview of the benefits and compensation plan provided by Geos Dude Inc. explains what the company provides for the position of an Administrative Service Assistant for the CEO. Due to the fact that this is a partnership Geos Dude Inc. cannot provide health and life insurance, a 401k plan, paid leave in the form of holiday pay, bereavement leave, Election Day leave, jury duty leave, or military leave. Geos Dude Inc. reserve the right to change or update this plan at any given time and if you questions you feel this plan does not explain please contact HR manager. Annual Salary: $30,000 - $40,000 Paid Time Off (PTO) As a full-time employee you will receive paid time off (PTO) after you have completed 57.5 hours of work during a given month. Geos Dude Inc. will provide this service once you have completed the 90 day probation period and received your first evaluation from your supervisor. For each month you complete the 57.5 hours you will receive 8 hours of annual leave and 8 hours of sick leave to use at your discretion. You may use your leave anytime you require to use it, but you must inform your supervisor at least 1 day in advance for annual leave by written email or text message informing them of your scheduled time off. If you need to use your sick leave you must inform your supervisor by email or text message no later than 12 o’clock noon of the day you miss work informing them of your time off. If leave is required and you do not have any leave to use you must provide a written excuse as to the reason for the absences from work and it must be approved by your supervisor before the leave can be taken. Any unused leave can be paid to an employee once they resign from their position with Geos Dude Inc. This PTO plan can be changed or terminated at any time by the discretion of CEO.
  • 12. Page 11 of 11 Rules, Regulations & Discipline Process Phones/Tablets: Geos Dude Inc. (GD Inc.) prohibits the personal use of office phones and tablets. If you are found using office phones and tablets for personal use you will be fined the amount of data used during the time of the personal use. You will have three strikes before immediate termination of employment after a fourth offense is proven. Desktops/Laptops: GD Inc. provides the desktops and laptops to use for business conducted by employees. Personal use of this equipment will happen, but that use must be kept at a minimum and that all employees must be aware that these systems are being monitored for misuse. If you are found to be misusing this equipment for personal reasons for extended periods of time and this activity interferes with productivity; you will be fined a weeks leave without pay. Upon a second offense there will be immediate termination of employment. The accessing, creating, or transmitting of pornographic or any obscene material; will result in immediate termination of employment. Attendance and Punctuality: Due to the nature of the work preformed by GD Inc. employees; work schedules will be flexible on project by project bases. There will be a set period of completions of each project which will be determined by your immediate supervisor. If you are found to be missing dead lines consistently you will be given a written warning for the first offense and for the second offense immediate termination of employment will take place. Disciplinary Policy: GD Inc. will take immediate action to stop any activity that interferes with operations of an employees work or the operations of the business. Violations of GD Inc.’s. Policies will result in corrective action from our Human Resources Department and disciplinary measures in the form of verbal warning, written warning and termination of employment on situation to situation bases. Below are forms of conduct that will result in immediate termination due to the nature of the conduct: 1. Theft; even the attempt; 2. Intended destruction of company property; 3. Acts of violence to co-workers or customers; 4. Harassment of co-workers or customers; 5. Illegal drug use or use of alcohol on the job; 6. Refusal to perform work or complete assigned projects.