The Power of Onboarding

1
The Power of Onboarding

• David Scotto, ARM, CRM
• Senior Vice President
• Chief Learning Officer, Sedgwick CMS

2
Objectives

• Introduce the Concepts Behind Onboarding
• Outline the Positive Impact of Onboarding to an
  Organization
• Review Practical Applications for Your
  Organization

3
Sedgwick CMS, Inc.The Organization

• Premier Third Party Administrator
• 398 million in Revenues in 2005
• Consistent Annual Growth of more than 20 since
  2000
• Employer of Choice certification (2004 2005)
• Voted Best TPA in 2005 2006
• Acquired by Fidelity National Financial, Inc. in
  February 2006

4
Sedgwick CMS, Inc.The Organization (continued)

• Culture
• Fast-paced
• Quality-driven
• Innovative
• Empowering

5
Core Values

• To Deliver Excellence
• To Operate Openly and With Integrity
• To Embrace Change
• To Grow as Individuals
• To Operate as One Company, One Team

6
Employer of ChoiceListening to Our Colleagues

• Annual EOC survey
• Response rate of gt97 each year
• EOC Certified in 2004 2005
• Survey topics
• The Company
• The Culture
• Enlightened Leadership
• Care of People
• Growth and Opportunity

Meaningful Work Compensation Benefits Making
a Difference Employee Loyalty Performance
Results
7
Hiring and TurnoverThe Numbers
Year Year-End Head Counts Hires Total Turnover Total Turnover Voluntary Turnover
2000 1724 743 480 27.8 22.6
2001 2139 947 533 24.9 17.0
2002 2502 893 539 21.5 14.6
2003 3003 1015 533 17.7 13.1
2004 3742 1367 618 16.5 12.1
2005 4070 1143 803 20.2 16.1
2006 (partial year) 1101
8
Sedgwick CMS, Inc.The Challenges

• Awareness
• Organizational Buy-In
• Metrics
• Colleague Participation
• Orientation vs. Training

9
Strategic Initiatives

• Impact
• Turn-Over
• Performance
• Quality
• Employer of Choice

10
One Company One Team

• HR Representative
• Manager/Supervisor
• IT Specialist
• Quality Assurance
• Current Colleagues

11
EQUIP Overview

• Orientation for ALL new colleagues
• Training is position-specific
• Unique materials for transitional colleagues
• Training designed to be
• Meaningful
• Applicable
• Practical
• How-To manuals for Colleagues
  Supervisors/Managers
• Assigned Buddy

12
The Orientation Handbook

• New colleagues are provided with a handbook to
  guide them through the orientation plan
• Structured Activities
• Checklists
• Self-Paced Readings
• Meaningful Content
• Blended-Active Learning

13
EQUIP Web PageOne-Stop Shopping
14
MetricsContinuous Improvement

• Day 5 - Colleague survey
• Day 60 - Colleague survey
• Day 90 - Performance discussion
• Annual Employer of Choice surveys
• Exit Interviews

15
Best Practices

• Create awareness
• Buy-in from Execs Key Departments
• Proper execution of the launch of the new program
• Design appropriate practical activities
• Ability to change with organizational needs
• Design for the appropriate audience
• Maintain professional integrity of the program

16
The Power of Onboarding

• David Scotto, ARM, CRM
• Senior Vice President
• Chief Learning Officer, Sedgwick CMS