Proposal Questionnaire Please answer as many questions below as possible and we will create a proposal for your review. Company Name* Corporate/Headquarters Location* Your name/title* Email Address* Phone Number* Company Website* How many restaurants do you currently operate?* What state(s) do you currently operate in?* What are your anticipated growth plans?* How did you hear about us?Google searchLinkedInInstagramFacebookYouTubeTwitterRadioMarketing letter/flyerOther Tell us how you heard about us here How many active employees do you currently have companywide?* What is your current turnover percentage for: Entire Company:Not Sure Management:Not Sure Hourly:Not Sure What is your management/company structure? How would you describe your culture? What are some of your HR challenges at this time? What services are you interested in? (select ALL that apply) HR Admin & ComplianceBenefits AdministrationPayroll ManagementTraining & DevelopmentEmployee RelationsHR Consulting* HR/ComplianceLeadershipCultureSexual HarassmentOther Other *If you are only looking for HR consulting/advice (not day-to-day support), you do not need to complete the information below. Simply scroll to the bottom of this page and click submit without completing the whole questionnaire. Please complete the entire questionnaire below to the best of your ability, even if you are not interested in all of our services. Completing all of this information will give us the insight needed to prepare an accurate proposal for your review. HR Administration 1. What position or department within your company currently handles your HR administration and compliance? 2. Do you have an updated employee handbook? YesNoNot Sure 3. Do you have job descriptions for each position in your company? YesNoNot Sure 4. Do you currently conduct criminal background checks on any employees? YesNoNot Sure Are you potentially interested in this service? YesNo 5. To the best of your knowledge, are you currently compliant with the following rules/regulations/laws: Child LaborYesNoNot Sure Ban-the-BoxYesNoNot Sure Salary History BanYesNoNot Sure Minimum Wage RatesYesNoNot Sure OvertimeYesNoNot Sure Exempt Minimum SalaryYesNoNot Sure Predictive and Fair WorkweekYesNoNot Sure Labor Law PostersYesNoNot Sure Harassment Training & EducationYesNoNot Sure Record RetentionYesNoNot Sure Paid Sick LeaveYesNoNot Sure Break, Rest & Meal PeriodsYesNoNot Sure Final Wages Upon TerminationYesNoNot Sure Benefits Administration 1. What position or department within your company currently handles your benefits administration? 2. What benefits do you currently offer? MedicalDentalVisionDisabilityLife InsuranceRetirement SavingsVacation 3. Do all of your current insurance plans have the same annual renewal date? 4. Who is currently eligible for medical insurance benefits? 5. How many employees are currently eligible for medical insurance benefits? 6. How do newly eligible employees enroll in benefits? Electronic systemPaper Application 7. What benefits would you like to offer? MedicalDentalVisionDisabilityLife InsuranceRetirement SavingsVacation Other 8. Do you have a vendor that handles COBRA administration or is it handled in-house? 9. Do you have a vendor that handles your Affordable Care Act (ACA) reporting or is it handled in-house? 10. Who currently handles your unemployment claims? How many unemployment claims do you receive monthly on average?Not Sure Payroll Administration 1. What position or department within your company currently handles your payroll administration? 2. How many FEINs do you have? 3. When are your employees paid? WeeklyBi-WeeklySemi-MonthlyMonthly Other 4. What payroll company do you currently use? Is this system set up as a fully automated HRIS to manage employee information electronically (recruiting, onboarding, benefits, payroll, performance, termination, etc.)? YesNo are you potentially interested in an automated system?YesNo 5. How is your payroll transmitted? ManuallyFile Upload from POS 6. How are new hires on-boarded into the payroll system? Manually/Paper FormsElectronic 7. Are I-9s being completed on all new hires? YesNo Do you utilize E-Verify? YesNo Are you interested in implementing E-Verify?YesNoNever 8. When was the last time an I-9 audit was conducted? DateNot Sure 9. Where are your employee files currently housed? 10. Does your payroll provider currently track accruals and requests for PTO/Vacation/Paid Sick Leave? 11. Does your payroll provider (or other outside vendor) handle employment verifications on your behalf? 12. Does your payroll provider set up employee garnishments on your behalf? 13. When was the last time you submitted the annual EEO-1 report?DateNever Additional Comments or Questions: Employee Relations & Training 1. What position or department within your company currently handles your employee relations? 2. How are employee problems or HR questions currently handled within your company? 3. What position or department within your company currently handles your HR & leadership training? 4. What are some of the common complaints you get from your employees? 5. Do you currently invest in management/culture/leadership training? YesNo 6. Are you interested in adding (or additional) management/culture/leadership training? YesNo 7. Do you currently invest in sexual harassment training? YesNo 8. Are you interested in adding (or additional) sexual harassment training? YesNo Additional Comments or Questions: Δ
