On Site Solutions Qualifying Questionnaire 2021NameDateUntitledCompany NameIs the company national or local? National LocalCustomer Status: Current Inactive NewWhat is their industry?What is the usage volume?# of Flex Positions - 1st shift?# of Flex Positions - 2nd shift?# of Flex Positions - 3rd shift?NCCI Code:How do they rank among their competition?Other Location #1 (City, State)Other Location #2 (City, State)Other Location #3 (City, State)Other Location #4 (City, State)Where are they headquartered?Annual Expenses on Flex Staffing - CLERICAL?Annual Expenses on Flex Staffing - INDUSTRIAL?Annual Expenses on Flex Staffing - PAYROLL SERVICE?Annual Expenses on Flex Staffing - TECHNICAL?Total Number of Hours for Flexible Staffing:Is this business seasonal? Yes NoIf "Yes" when is busiest season?Why?Do they have slow periods or mass layoffs every year? Yes NoWhat are the primary positions they use flexible staff for? High Level Clerical Low Level Clerical Light Industrial Heavy IndustrialHigh Level Clerical RateLow Level Clerical RateLight Industrial RateHeavy Industrial RateHow long have we been doing business with them? NA Less than 1 year 1-3 Years 3-5 Years 5-7 Years OtherProvide a history of our relationship with this CompanyLast time credit was checked?Rating/Limit EstablishedRisk Management / Prohibited TasksOther Services in Use Add RemovePlease list other services that this Company Currently uses. Indicate Primary or Secondary & Current Markup CLICK THE "+" symbol to add rows.Who do they use for Professional Recruiting?Vendor On Site? Yes NoVendor Name?Contract? Yes NoContract End Date:Have you had any On Site Solutions sales discussions with this account? Yes NoIf "yes" who did you meet?(Provide Name and Title)Job Ordering Contacts Add RemoveClick "+" to add additional contacts"Do they have a deadline for making a decision? Yes No OtherIf "yes" what is the deadline?(Provide Name and Title)Will they be putting out bids? Yes No OtherSummarize their selection criteria:Who is on decision-making committee? Add RemoveName/Title/Bio (Add additional persons by clicking "+".)Who is the highest ranking decision maker that you have met with?Who is the highest ranking decision maker at the facility?Who else have you met with?Who will you approach next?Who and what corporate support do you need?Facility Tour DateWhat PPE do employees use?Who supplies PPE?Nurse on site? Yes NoAre staff rotated to prevent injury? Yes NoAre flex employees required to drive vehicles on the road? Yes NoAre flex employees required to operate forklifts/pallet Jacks? Yes NoIs training provided? Yes NoAre flex employees exposed to hazardous chemicals? Yes NoIf "yes" please list:What has been their biggest challenge with their current provider?Current office set up:Office HoursCan applicants come on site to apply? Yes NoWhere do they interview?What do they use for identification? (badges, t-shirts, etc.)Current Turnover Rate:Current Attendance Policy:Current Hot TopicsDo they currently have a PTO, Holiday plan? How to temps qualify? Hours? Billable or non-billable?Evaluations - What are they currently doing?What are their expectations?How often?Who is doing them?Floor walks - What are they currently doing?What are their expectations?Reporting - What are they currently doing?What are their expectations?Do they want more reporting? Yes No Other(Evaluation tracking, PTO tracking, training tracking).Screen process - What is their current drug screen policy?What is their current background check policy?Retention Plans - What are current plans? Are they working? What are their expectations?Time Keeping & Attendance - What is our involvement with the time tracking system?Do we need to provide our own system? Yes NoAre we entering information in? Yes NoWho is currently reponsible?How are paychecks done?Check Type? Direct Deposit Paper OtherWhat is the current onboarding process?What does the structure/timeframe look like? How long does training take?How do you measure the success of your current program?What benefit do you see in having an on site staffing representative?How much lead-time can you typically provide when ordering new flexible staff?What are your biggest challenges with utilizing a flexible workforce?
