JOB ORDER

TEAM LEADER

HIRING & MARKETING DEPARTMENT

HR MANAGER

No
Approved?

STEP 1

Submit Job Order to

Hiring Manager

Post Job Hiring:

1.Facebook
2. Sulit
3. Pinoy Exchange
4. Job Street
5. Mynimo

Yes

Reject request

HIRING PROCESS
APPLICANT

HIRING & MARKETING DEPARTMENT

Schedule applicant
for Interview

Walk in
Examinations:
1. General Knowledge
2. Mathematics, English, Basic I.Q test
2. Admin Test

Yes
Yes

ONE DAY PROCESS

Passed?

Final Examination
1. Difficult I.Q test

Passed?

No

Inform
Applicant

No

No

Initial Interview & Assessment on

the examinations (Hiring Officer 1)

No
Yes

Reject

Passed?
Passed?
Accept
Offer?

Requirements
Checklist

Job Offer &

Compensation
(Hiring Manager)

Yes
Final Interview with
the General
Manager

Yes

2nd Interview &

Assessment on the
final examinations
(Hiring Manager)

No

INDUCTION COURSE 1.1

HIRING DEPARTMENT

TRAINING DEPARTMENT

Submit
Requirements

SPM Videos

HR DEPARTMENT

IT DEPARTMENT

Last hour meeting

with the agents

Day1

NEW EMPLOYEE

Office tour & SPM1 courtesy call

Release Entrance Form

(See Entrance form
process)

Orientations on the following:

1. About the Company
2. Work Orientation
3. SPM Culture
4. Training Manuals

Orientations on the 7 major company

policies
1. Mobile Phone
2. Social media accounts
3. Compensation Policy
4. Smoking & Drinking
5. CCTV
6. Business inside the office
7. Relationships

Morning Activities

Day 2

Orientations on the following:

1. 7 Stages of Collections
2. Skip trace (light discussion)

Discuss different company

activities and try some games

Discussion overview
and open forum

Orientations on the following:

1. Attendance policy
2. Resignation Policy
3. Memo
4. Basecamp
5. Open forum

Orientations on the company tools:

1. How to use, dial, transfer call
using IP Phone
2. Use of iTOP
3. G-mail

INDUCTION COURSE 1.2

NEW EMPLOYEE

TRAINING DEPARTMENT

Introduce team leader

TEAM LEADER

Welcome new
employee

Day3

Phone Handling

Last hour meeting

with the agents/open
forum

Checklist:
1. Bank Orientation
2. Commission Rate
3. Job Shadowing
4. Meet new employee for
the concerns

Day 4

Morning meeting
with the team

Training presentation
Nego

Open Forum

Checklist:
1. Coaching
2.Phone skip trace
3. Internet skips
4. Observations open forum
with the TL

INDUCTION COURSE 1.3

NEW EMPLOYEE

TRAINING DEPARTMENT

TEAM LEADER

HIRING DEPARTMENT

Day5

Morning meeting
with the team

Training Basic Nego

& Open forum

Checklist:
1. Coaching
2.Phone skip trace
3. Internet skips
4. Observations open forum
with the TL

Submit final
Assessment

Morning meeting
with the team
Clearance Form

Day 6

Checklist:
1. Coaching
2.Phone skip trace
3. Internet skips
4. Observations open forum
with the TL
5. Submit final assessment

No

Passed?

Yes

Last hour meeting

with the agents/open
forum
Note: On 2nd week new agent must have
own accounts and starting call outs.

NEW EMPLOYEE CHECKLIST

HR/COMPLIANCE

HIRING / TRAINING DEPARTMENT

NEW EMPLOYEE

TEAM LEADER

Introduce new employee

Submit Entrance
Form
Checklist
1. HR System encoding
2. Time keeping
3. Gather Emp. Requirements
4. Employment Contract
5. Provide Entrance Form
6. ID Picture

Checklist
1. Compile Emp. requirements
2. Basecamp/201 file account
2. Release Report Card
3. Attendance
Compile Entrance Form

The following requirements must

be completed within 7 days from
the date hired (inside long brown
folder)
1. Resume
2. NBI
3. C.O.E from last employer
4. Drug test
5. Fit to work
6. T.O.R
7. SSS #
8. TIN #
9. PhilHealth #
10. HDMF #

Fill in Apparatus
Request and Team
Leader checklist

Checklist
1. Bank Orientation
2. Commission Rate
3. Report Card Orientation

IT DEPT

Checklist
1. AUS
2.SMS
3. BCRM
4. iTOP
5. Local number
6. G-mail
7. Domain
8. Internet Connection
9. Employee company ID

ADMIN

MANAGEMENT

PURCHASING /
ACCOUNTING

Reject
Check the following
upon request by the
team leader
1. Telephone
2. Laptop
3. Cellphone
4. Sim Cards (Globe,
Smart and Sun)
Admin Checklist
1. Declare employee to
the bank
2. Confidentiality
Agreement
3.Bank Reports
Orientation

No
Inventory

Approved?

Yes

Checklist
1. Payroll
2. ATM Payroll application