1. Business Processes
1.1. Human Resources
1.1.1. DBS
1.1.1.1. .
1.2. Marketing
1.2.1. How to apply PPT template
1.2.2. Website work request form
1.2.3. e-signature and business card process (application)
1.3. Agency
1.3.1. Links pending
1.4. OnBase
1.4.1. Invoice Process
1.4.2. Claims Processes
1.4.3. Reinsurance Processes
1.4.4. ERM
1.4.5. Employee Reimbursement
1.4.5.1. SR management approval process manual
1.4.6. Continuing Education Request
1.4.7. Charitable Donation Request
1.4.8. Contract Management
1.4.9. Credit Card Process
1.4.10. Check Request
1.5. uPerform
1.5.1. CE Tracking - manager
1.5.1.1. Agency
1.5.1.2. Claims
1.5.2. CE Tracking - employee
1.5.2.1. Claims
1.5.2.2. Agency
1.5.3. PIP
1.5.4. Goals Process
1.6. Link back to uLead
2. Training
2.1. Technology
2.1.1. Zoom Microlearning
2.1.2. uPerform
2.1.2.1. Goals Module
2.1.2.2. Feedback module
2.1.2.3. LMS
2.1.2.4. Manager Dashboard/Reporting
2.1.2.5. Dev Plan module
2.1.2.6. 1:1 module
2.1.2.7. Talent View/Search/Profile Module
2.1.3. Phone
2.1.3.1. Basic/Advance QRG (IS)
2.1.3.2. Phone Training Path
2.2. Train the Trainer
2.2.1. 10 Steps Training Guide
2.2.1.1. Binder
2.2.1.2. Eval
2.2.2. Providing CE Virtually
2.2.2.1. Martha PPT
2.2.2.2. Virtual Classroom Training .doc
3. Employee Development
3.1. DiSC
3.1.1. Overview
3.2. uMentor
3.3. Business Communication Skills
3.3.1. How to Give Feedback
3.3.2. Working Remotely
3.3.3. Better Business Communication
3.3.4. How to close a difficult conversation
3.3.5. How to have a difficult conversation
3.4. Talent Development
3.4.1. Appraisals
3.4.2. Goals
3.4.2.1. Goals vs. Tasks
3.4.2.2. SMART Goals
3.4.3. Virtual Leadership
3.4.4. Development Plan
3.4.4.1. Development Plan Checklist or Diagnosing Dev needs QRG
3.4.4.2. Nurture Great Leaders white paper
3.4.5. 1:1 Meetings
3.4.5.1. eTips