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1. 3 4 10 13 23 27 28 29 30 36 Additional ad 4 Primary 2 10 13 23 27 28 29 30 36 Conta a ee 3 LO pr co Io tet E eet e 4 P EC AA a ieee 1 28 CHINO rar 28 Privacy Polly 000 4 31 R Recommendations 2 3 10 12 13 14 15 17 20 21 22 28 31 33 34 36 37 38 40 Detalla ein ai Meone tas 15 37 38 Printer Friendly Version 22 PHIORILY 5 2 a e ee ee 14 Vigentes Annalee 14 15 IQ ico A nta 14 Moderate aaa cidad 14 LOW Sox E AT ra 14 15 SOMING DY 2255 dct a das tio 15 RESON Oesia orps iiai 20 22 Hide Resolved Recommendations 21 Show Resolved Recommendations 21 SOMING ici 15 T Terminations occcccccncccccccccnonenenenoninininininonos 7 8 9 U WPA ates sae dis 29 PT A ciliate ted tlds ede oy stolid 1 User License ui 4 31 40 Ww Welcome screen 1 2 3 4 8 13 29 36 40 Libretto Sensible HR User s Manual Page 41 Copyright 2006 Agent 77 Inc
2. Education and Training topics include o o o o Educational assistance tuition reimbursement programs Employee development planning Outside seminars training workshops policy and Including employees in strategic planning for the organization Time Off and Leaves topics include oOo O OOO 0 0 O 0 0 Bereavement funeral leave Jury duty witness leave Military leave Voting time off Sick time policy and using sick leave to assist sick amp injured family members Paid time off PTO Vacation policy Medical disability leave parental leave and Family amp Medical Leave Act FMLA leave Holiday policy amp annual schedule and Unpaid personal leave Health amp Safety topics include o o o Safety amp health policy Workplace violence policy Worker s compensation OSHA Safety Standards emergency exit procedures occupational noise exposure machine guarding hazard communication control of hazardous energy blood borne pathogens confined space entry personal protective equipment and process safety management and Safety amp health reporting Libretto Sensible HR User s Manual Page 6 Copyright 2006 Agent 77 Inc 8 Performance Management topics include o Performance review employee evaluation process and o Job descriptions 9 Compensation topics include o Pay increases o Commission programs o Bonus programs and o Job classifications amp rankings and sal
3. but are not editable electronically The DOC files are larger and take more time to download but are more flexible if you need to edit them electronically Notice Agent 77 stands behind all of its forms as published However any substantive changes made to the contents of any downloaded form may result in potential legal liability for you and your company Agent 77 Inc accepts no liability or responsibility for any of its documents that have had the contents altered beyond simply filling in the appropriate blanks and or replacing place holder text and adding your company logo and information Libretto Sensible HR User s Manual Page 24 Copyright 2006 Agent 77 Inc ee o Agent 77 Raturn to Libratto Log Out The Agent 77 Forms Library Staffing amp Hiring Over 300 new Benefits Admin HR Admin HR Forms Employment Practices Education amp Training Time Off amp Leaves Exit Interview Questionnaire ees This form is used for employees who are voluntarily terminating to give information on Adobe PDF why they are leaving and feedback on various company functions It includes areas Performance Mgmt for the employee to give reasons for leaving feedback on working conditions training and development and on their supervisors as well as an area for general feedback Heath amp Safety Compensation ap 3 pages Terminations ed it Interview Questionnaire form is used for employees who are vo
4. HR My Account Help Assessment Results NOTE The results Ested below only reflect completed issues Recommendations for any Printer ssues that have not been completed are NOT listed rinter Friendly Version Sort by Priority Category Urgent Check to mark recommend MH Terminations COBRA Cox Revise your Terminations HIPAA Portability Provide a Certificate of Creditable Coverag gt CLICK FOR FULL TEXT AND FORMS Moderate Check to mark recommendation as resolved Terminations Termination of Employment Develop and implement a written Termination Policy CLICK FOR FULL TEXT AND FORMS Figure 21 Full list of Resolved and Unresolved Recommendations To return to the list showing only the unresolved recommendations click on Hide Resolved Recommendations Libretto Sensible HR User s Manual Page 21 Copyright 2006 Agent 77 Inc If at any time you would like to make a print out of your recommendations for reference or to use as a working document click on the Printer Friendly Version button on the Recommendations page Brought to you by Agent 77 Inc 866 629 6500 Libretto Sensible HR p Assessment Results NOTE The results isted below only reflect completed issues Recommendations for any ssues that have not been completed are NOT isted Hide Resolved Recommendations Show Full Recommendation Text Priority Recommendation Urgent Check to mark recommend
5. L Benefits Admin Termination of Employment Exit Interviews LJ HR Admin COBRA Continuation of Benefits L Employment Practices HIPAA Portability I Education amp Training __ Time Off amp Leaves Retirement Process Return of Company Propert Health amp Safety Incomplete In Progress Complete L Performance Mgmt L Compensation L Terminations Quick Start Guide PDF Libretto is a product of Agent 77 Inc All nghts reserved Copyright 2006 All product and Terms of Use User s Manual PDF company names are trademarks or registered trademarks of their respective owners Privacy Policy Technical questions Please e mail Agent 77 Tech Support tech heip agent77 com Figure 9 Termination of Employment Checking your Progress When you begin the assessment for a category all of the issues will have a red dot in front of the issue name This indicates that you have not yet answered any questions associated with that issue As you answer questions Libretto will change the color of the dots to blue indicating those issues that have been partially completed when some but not all questions have been answered and to green when all of the questions for an issue have been answered If new or changed regulations necessitate the need for additional issues in a category or for new or modified questions within an issue Libretto will automatically indicate this by changing the color dot for those issues
6. area of HR Each category is further divided into related HR issues that have one or more assessment questions in each issue The categories and the types of issues found in that category are listed below 1 Staffing amp Hiring topics include Oo O O O 00 00 O O 0 0 Approval process for hiring additional staff Recruiting process Process for allowing and rewarding employee referrals How to properly do internal job postings Employment applications Interviewing process amp checking candidate references Making employment offers and sending letters notifying that a position has been filled Applicant tracking process for EEOC compliance Employment contracts amp non compete agreements l 9 employment eligibility verification Mandatory reporting of new hires and or independent contractors to the state and Orientation of new employees 2 Benefits Administration topics include o oOo O O 0 0 0 Benefits eligibility communicating benefit options to eligible employees and enrollment of employees into benefit plans Making sure that benefits are billed properly Periodic benefit statements to employees and annual filings Employee benefit problem resolution Retirement plan administration 401 k pension SEP SIMPLE 403 b Medicare Part D and HIPAA privacy amp security for employer sponsored health plans 3 HR Administration topics include Oo O O O 0 00 0 0 Prohibited harassment non discrimin
7. based on your answers to questions it will display a running total of recommendations for you on each question screen To view these recommendations click on the You have XX unresolved recommendations link or the Recommendation button in the primary navigation menu in the upper right part of the screen and Libretto will display a list of all your recommendations sorted by priority Libretto remembers where you were in the assessment so that if you log out and return to the assessment ata later time clicking the Go To My Assessment button on the Welcome screen will return you exactly to where you left off you don t need to write down or remember where you were Libretto Sensible HR User s Manual Page 36 Copyright 2006 Agent 77 Inc Brought to you by Agent 77 612 872 6502 A Libretto Sensible HR Assessment My Account 4 k Forms Librar Assessment Results NOTE The results isted below only reflect completed issues Recommendations for any issues that have not been completed are NOT Ested Printer Friendly Version Show Resolved Recommendations Show Full Recommendation Text Priority Recommendation Sort by Priority Category Urgent Check to mark recommendation as resolved Staffing amp Hiring 1 9 hir IS ni CLICK FOR FULL TEXT AND FORMS affing amp Hiring New Hi g Immediately begin reporting ne designated CLICK FOR FULL TEXT AND FORMS Low Check to mark recommendation
8. forms in the library associated with that key word including a detailed description of each form for you to select from Note this list will include a description of the federal law associated with the key word if appropriate Libretto Sensible HR User s Manual Page 25 Copyright 2006 Agent 77 Inc Performance Mgmt Compensation Terminations State Regulations Federal Regulations Search the Library If you are unsure of the exact name or category of the form you need enter a keyword into the box below and click the Search button Search for COBRA Over 300 new HR Forms Search Results Click on the form name to go to the download detail view of that specific form 11 results for COBRA COBRA Contained within the Consolidated Omnibus Budget Reconciliation Act of 1985 COBRA was a law requiring sponsors of group health plans including employer sponsored group health plans to allow continuation of coverage for a member who would normally lose coverage due to being no longer part of the group What this means is that up to 18 months of continuation coverage must be offered if any of the following qualifying events occur An employee is terminated other than for gross misconduct or has their hours reduced Dependants or the spouse of an employee who reaches Medicare eligibity The spouse and dependants of an employee who dies or is legally separated A dependant child who ceases to be a dep
9. problems and Forms Library where you can search for a specific form if you know what you need All of these buttons are displayed on the assessment recommendations Help and My Account screens so that you can easily and consistently navigate from anywhere in Libretto Libretto Sensible HR User s Manual Page 2 Copyright 2006 Agent 77 Inc Brought to you by Agent 77 Inc 866 629 6500 Libretto Welcome Sensible HR Recommendation d Walrarr Anent Ine VWWEICOTIC aye i AFIR Categories Your state references were updated 01 10 2006 To get the most recent regulations for your state click the Forms Library link in the upper right hand menu then choose the References link lower L Staffing amp Hiring left hand menu in the Forms Library and browse to find your State O Summary Benefits Admin Quick Start Guide PDF a Go To My 1 Top Forms spears as ca Assessment Downloads _ tek SenGente L Employment Practices 1 Education amp Training View My Application for Employment Tino off amp Leaves Holday Poley amp Schedule CI Health amp Safe i Adverse Action Notice Health amp Safety LU Performance Mgmt L Compensation Users Manual PDF L Terminations f Wp rcb00 Express Seats h Employee handbooks are important for many reasons but companies rarely have time to create them or keep them up to date Handbook Express wil allow you to develop a customized handbook in a matter of hours F
10. the category will be displayed Note that Libretto is designed to ask you as few questions as necessary so depending on the answer to a given question Libretto may ask you additional questions around a given issue or continue on to the next issue That is once Libretto has enough information to present you with a recommendation for an issue or has determined that your current practices are fine and need no changes it will go to the next issue If Libretto needs additional clarification about your current practices it will ask additional questions in an issue For example if you answered the question above Do you have a written termination policy in place for terminating employees No Libretto will go on to the next issue If you answered Yes Libretto will ask you a second question on this issue for more detail on your current policy What this means in practice is that if you periodically go back through Libretto s assessment and change responses to questions based on changes in your company s HR practices which we recommend at least once a year you may encounter questions that you did not see preciously Libretto Sensible HR User s Manual Page 9 Copyright 2006 Agent 77 Inc Brought to you by Agent 77 Inc 866 629 6500 Log Out ISSUES Staffing amp Hiring En Benofits Admin LI HR Admin L Employment Practices _ Education 4 Training L Time Off amp Leaves L Health amp
11. will have one or more questions to answer To begin the assessment for this category simply click on an issue and the first question in that issue will be displayed Libretto Sensible HR User s Manual Page 8 Copyright 2006 Agent 77 Inc Brought to you by Agont 77 Inc 866 629 6500 Libretto Sensible HR Recommendation My Account Forms Librar Categories Terminations L Staffing amp Hiring L Benefits Admin L HR Admin Termination of Employment LJ Employment Practices Do you have a written termination policy in place L Education amp Training No we do not have a written termination policy J Time Off amp Leaves Yes we have a written termination policy L Health amp Safety L Performance Mgmt L Compensation I Terminations Quick Start Guide PDF bretto is a product of Agent 77 Inc Al Mt 2006 All product and Terms of Use Users Manual POF company n vo WACRMAEKS Or A ar owner Privacy Policy Figure 6 Termination of Employment Question 1 The screen shows you the category you are completing Terminations and then the issue within the category Termination of Employment followed by the question and the possible answers To complete the question simply click in the circle next to your response the majority of the questions in the assessment only require a simple yes or no answer a few are multiple choice then click the Continue button and the next question in
12. 20 or more employees so it is important that as your company grows you indicate the number of employees you have in Libretto Libretto Sensible HR User s Manual Page 27 Copyright 2006 Agent 77 Inc e Additional information on your company o Ifyou have Union or Federal contracts both have additional laws and regulations that apply if you do and o Whether your corporate culture is more or less formal with things such as dress codes office relationships or having written as opposed to informal policies and procedures this help Libretto determine some HR best practices policies e The current password used to access Libretto Note that when you first sign up for a subscription Libretto assigns you a randomly generated password We encourage you to change this to something more easily remembered as soon as possible e Opt out status for receiving e mail product announcements and offers from Agent 77 and e Libretto allows you the option of being notified of new recommendations in a pop up box in addition to simply updating the recommendation counter in the assessment If you wish to be notified each time you generate a new recommendation click the Hide rec alerts button this can be turned on and off at any time If you have made any changes to the information on the My Account screen be sure to click the Save button on the bottom of the screen to save your changes into Libretto Additional inform
13. All new issues will be displayed with a red dot issues that have additional or modified questions will be displayed with a blue dot Libretto Sensible HR User s Manual Page 11 Copyright 2006 Agent 77 Inc When you have completed all of the questions in the category Libretto asks if you wish to continue the assessment or go the recommendations section Brought to you by Agent 77 Inc 866 629 6500 Libretto Sensible HR gt MyAccount ___ Categories Thank you for completing the Terminations section of your assessment To continue to another section of the assessment please select it from the menu on the left To see your results please click the Recommendation button L Performance Mgmt L Compensation C Terminations Quick Start Guide PDF Libretto is a product of Agent 77 Inc All nights reserved Copyright 2006 All product and Terms of Use User s Manual PDF company names are trademarks or registered trademarks of their respective owners Privacy Policy Technical questions Please e mail Agent 77 Tech Support tech _helpegent 7 com Figure 10 End of Category To continue with the assessment click the Continue button if displayed or select your next category from the list on the left hand navigation If you want to review the recommendations that Libretto has generated click on the Recommendation button Libretto Sensible HR User s Manual Page 12 Copyright 2006 Agent 77 I
14. Form If you are unsure of the exact name or category of the form you need enter a keyword into the box below and click the COBRA Denial of Continuation COBRA General Notice of COBRA New Regulations Search button Coverage Form COBRA Continuation Coverage Compliance Information Right Rgnis Search for Search COBRA Termination of Employee Resignation Notice Exit Interview Questionnaire Continuation Coverage Form Terminations Forms ABCDEFGHIJKLMNOPQRSTUVWXYz View page 1 2 Displavina 1 9 of 18 Next 9 gt gt Figure 26 List of Forms in a Selected Category If you don t see the form you re looking for displayed on the page click on one of the navigation options available on the top or bottom of the list of forms e Click on the letter A Z representing the first letter in the form name e Click on a page number following View page to view the forms available on that page or e The Next button on the bottom of the page will display the next page of forms up to 9 To select a form for download or to view the detailed description of the form simply click on the form name and Libretto will display a detailed description of the form including the number of pages are in the form As in the assessment most of the forms in the Forms Library are available in both Adobe Acrobat PDF and Microsoft Word DOC formats Typically the PDF formats are smaller files and faster to download
15. Libretto Sensible HR Edit your account information John Anderson Agent 77 Inc 418 East 26th St Suite 101 Minneapoks MN jig Zip 55404 612 872 6500 ohnGagent77 com type new password to change or leave as is to keep it the same Management of Companies and Enterprises ES Number of Employees Do you have C union contracts Do you have federal contracts 21 Yes No Yes No How formal is your company s culture Save Informal O O O Formal E Quick Start Guide PDF Download the Libretto Quick Start Guide User s Manual POF Downlintd the Libretto User s Manual Quick Start Guide POF Libretto is a product of Agent 77 Inc All rights reserved Copyright User s Manual POF Terms of Use company names are trademarks or registered trademarks of the Privacy Policy Technical questions Please e mail Agent 77 Tech Support tech hein Figure 29 My Account Screen On the My Account screen you can review and edit Oo Information on the main contact person user of Libretto within your company including their name and e mail address e Company demographic information including o The company name address phone number o Type of business o Number of employees this last is especially important as many federal regulations only apply to businesses of a certain number of employees COBRA for example only applies to companies with
16. Libretto Sensible HR User Manual Introduction Welcome to Libretto Sensible HR Developed by HR professionals Libretto is designed to keep you ahead of the many challenges facing human resources today This easy to use product helps you stay on top of HR issues and gives you both compliance and best practice solutions for all of your HR needs Using a three phase process Reveal Recommend Resolve Libretto steps you through a detailed HR assessment covering over 100 HR issues recommends changes to your HR procedures then offers solutions tailored to the specific needs discovered during the assessment Libretto is also regularly updated to give you the latest information regarding HR issues both at the federal and the state level and we inform you when any updates have occurred so that you know if you need to answer additional questions or download an updated form Starting Libretto If you are a first time Libretto user please see the section Using Libretto for the First Time otherwise to begin using Libretto start your browser and navigate to www agent 7 com libretto Login cfm At this point you will see the login screen Libretto Sensible HR N eanelp 7 user ID For help starting your account or logging in password please call Customer Service at 877 530 6500 or email customer_service agent77 com Forgot your password Terms of Use Figure 1 Libretto Login To start Libretto ente
17. Safety L Performance Mgmt C compensation L Terminations Libretto Sensible HR gt Terminations COBRA Continuation of Benefits When you hire an employee do you notify them of their continuation of benefits nghts No we do not notify employees of their continuation of benofits rights Yes we notify employees of their continuation of benofits rights Recommendation My Account Forms Librar REFERENCE You have 2 unresolved recommendations Quick Start Guide PDF User s Manual PDF Libretto is a product of Agent 77 Inc All nghts reserved Copyright 2006 All product and company names are tracemarks or registered trademarks of their respective owners Technical questions Please e mail Agent 77 Tech Support lech _heloGagent77 com Figure 7 Recommendation Count Terms of Use Privacy Policy If Libretto has any recommendations for compliance or HR best practices based on your answers to questions it will display a running total of recommendations for you on each question screen To view these recommendations click on the You have XX unresolved recommendations link or the Recommendation button in the primary navigation menu in the upper right part of the screen Brought to you by Agent 77 Inc 866 629 6500 004 Libretto Sensible HR Recommendation My Account 4 y ISSUES Terminations I Staffing amp Hiring L Benefits Admin a HR Admin C Employment Practic
18. age 35 Copyright 2006 Agent 77 Inc Brought to you by Agent 77 612 872 6502 Log Out Libretto Sensible HR Sass Forms Library ategories Staffing amp Hiring Staffing 4 Hiri You have 4 unresolved Benefits Admin recommendations New Hire Reporting JHR Admin Ga Employment Practices Do you report applicable data on Company new hires and rohires to your State within 20 days of employment hire date Education amp Traini No we don t report new hires lo a State agency Time Off amp Leaves O Yes __ Health amp Safety we do report new hires to our designated State agency L Performance Mgmt L Compensation L Terminations Quick Start Guide PDF Libretto is a product 77 inc All rights reserved Copyright 200 product and Terms of Use User s Manual PDF company names al marks or registered trademarks of their respective o Privacy Policy Technical questions Please e mail Agent 77 Tech Support tech help fagent com Figure 38 Recommendation Notification Libretto generates detailed recommendations to improve your HR practices based on your answers to the assessment These recommendations run a full range of HR problems from non compliance with regulations which could generate investigations fines or even an employee lawsuit to simple best practices such as adopting a formal dress code If Libretto has any recommendations for compliance or HR best practices
19. ary ranges and schedules 10 Terminations topics include o Termination of employment process Exit interviews COBRA continuation of benefits and HIPAA portability of benefits Retirement process and Oo O 0 O Return of company property Libretto Sensible HR User s Manual Page 7 Copyright 2006 Agent 77 Inc The Libretto Assessment Process Reveal Recommend Resolve Libretto was developed as a tool for small to mid sized companies to be compliant with the complex and often confusing world of Human Resources laws and regulations Libretto does this by not only giving you solutions forms policies etc for issues that you may be aware of but is also a tool to help you learn of the vast array of HR issues that you may not be aware of To accomplish this Libretto uses a three step process Reveal Recommend and Resolve By completing these three steps you tell Libretto of your current HR policies and processes Reveal then Libretto tells in detail where you must make changes to be in compliance as well as giving you advice for HR best practices Recommend and finally Libretto gives you all of the solutions you need forms policies notices etc to bring your company into compliance and improve HR practices for your employees Resolve Reveal When you begin your assessment you can start at the beginning Staffing amp Hiring or jump to any other of the 10 categories It is recommended that you complete the entire as
20. as resolved taffin Hiring Empl t Off Provide a written offer of emplo ent letter to ead hired CLICK FOR FULL TEXT AND FORMS Staffing amp Hiring Employment Contracts Evaluate the value of using an Employment Contract or Agreement CLICK FOR FULL TEXT AND FORMS Return to the Assessment Quick Start Guide PDF Libretto is a product of Agent 77 Inc Al nghts reserves Copyright 2006 All product and User s Manual PDF company names are trademarks or registered trademarks of their respective owners Technical questions Please e mail Agent 77 Tech Support tech _halp fagent77 com Figure 39 Recommendations Recommendations are displayed as a summary however all recommendations also have detailed descriptions To view the detail of a recommendation and see the associated solutions forms policies etc click on a recommendation summary Libretto Sensible HR User s Manual Page 37 Copyright 2006 Agent 77 Inc The detailed recommendation screen reiterates the issue and the summary then describes in one or two paragraphs why the recommendation is needed Once you have viewed the detailed recommendation you can return to the recommendations list by clicking on the Recommendation button return to the assessment by clicking on the Return to the Assessment button or download one of the associated forms listed on the right hand side of the screen Brought to you by Agent 77 612 872 6502 us L
21. ation about your assessment is listed for you on the left hand side of the screen e The date you first subscribed to Libretto and the date your subscription will be up for renewal e Information the assessment o Sections issues you have completed green dots on a category screen in the assessment o Sections issues you have partially completed blue dots on a category screen in the assessment and o Sections issues that are incomplete not started red dots on a category screen in the assessment Libretto also tracks which forms you have downloaded and lists these on the left hand side of the screen under Your Downloads If you have downloaded more than a few forms the list will go to a separate page To view your downloads click the link Click here to view under Your Downloads If you ever want to re download a form you only need to find the form in the list of form you have downloaded and click the name of the form and Libretto will bring up the form description Figure 15 and you can download the form again by clicking on your choice of format PDF or DOC When you are through viewing or editing the information on the My Account page you can click the Continue button in the upper left of the screen to return to Libretto s assessment click the Go Back button also in the upper left to return to your previous page or you can click on any of the links on the primary navigation menu
22. ation and EEO policy including the Americans with Disabilities Act ADA Age Discrimination in Employment Act ADEA and Title VII of the Civil Rights Act Classifications of employment Drug amp alcohol policy administration including random testing Employee Handbook and HR Policies amp Procedures Manual Hiring independent contractors Mandatory Compliance Postings Pay Processing Procedures paychecks final paychecks and garnishments Personnel files and record retention and Annual reporting EEO 1 and VETS 100 Libretto Sensible HR User s Manual Page 5 Copyright 2006 Agent 77 Inc Employment Practices topics include o o O O O 0 0000 00 0 0 Attendance and punctuality policy Breaks and lunch meal periods Proper use of communications amp information technology including the Internet voice mail and e mail Keeping company information confidential trade secrets development plans etc Conflict of interest and code of conduct rules Dating and office romance guidelines Problem resolution and disciplinary action process Dress code amp personal appearance guidelines Emergency amp severe weather closing procedures Overtime approval and reporting process Providing references amp verifying employment Smoking policy Solicitation amp distribution policy Time reporting procedures for hourly non exempt and salaried exempt employees and Rules for visitors in the workplace
23. ation as resolved M Terminations COBRA Continuation of Benefits 5 Revise your practices and begin notifying new hires of their CLICK FOR FULL TEXT AND FORMS Terminations HIPAA Portability Provide a Certificate of Creditable Coverage to employees when CLICK FOR FULL TEXT AND FORMS Figure 22 Click for Printer Friendly Version of Recommendations A simple text only version of your recommendations screen will be displayed for easy printing Resolved recommendations will either be included in the list or not depending on whether they were showing or hidden on the Recommendations screen If resolved recommendations are shown on the recommendations screen they will be shown as resolved on the printer friendly list Libretto Assessment Summary Recommendations Agent 77 Inc 05 11 2006 NOTE The results listed belowes yTeflect completed issues Recommendations for any issues that have not been completed are NOT listed Resolved Terminations COBRA Continuation of Benefits Moderate Develop a formal process for allowing employees benefits continuation when they become eligible Terminations HIPAA Portability Allow a special enrollment period for employees who lose coverage under another plan Terminations Termination of Employment Develop and implementa written Termination Policy Terminations Retirement Process Consider providing information and or a referral to resources to employees preparing for retiremen
24. ck the Forms Library link in the upper right hand menu then choose the References link lower L Staffing amp Hiring left hand menu in the Forms Library and browse to find your State gt Summary J Benefits Admin Quick Start Guide PDF Go To My 2 Top Forms f Download the HR Admin Assessment i Downloads Libretto Quick Start Guide Vt anani tr Figure 24 Forms Library Button on Primary Navigation When you click the Forms Library button the main Forms Library page will be displayed Raluen to ihratto Log Out The Agent 77 Forms Library Staffing amp Hiring Over 300 new Benefits Admin HR Admin HR Forms Employment Practices Education amp Training Time Off amp Leaves Welcome to the Libretto Forms Library Y Your Libretto subscription entities you to access to our complete library of HR forms We strongly advise you to complete all sections of the Libretto Assessment before using our Forms Library By completing the Libretto Assessment you wil have a better understanding of where your company needs the most immediate help in improving your HR processes and what forms will help you accomplish that task And the recommendations provided by the Libretto Assessment will help you choose the most appropriate solutions for you company size and state Performance Mgmt Compensation Terminations To navigate our Forms Library click the links on the left to browse a category You can th
25. cluded in your subscription Most of the forms policies notices information sheets etc in Libretto are available in both Adobe Acrobat PDF and Microsoft Word DOC formats Typically the PDF formats are smaller files and faster to download but are not editable electronically The DOC files are larger and take more time to download but are more flexible if you need to edit them electronically Notice Agent 77 stands behind all of its forms as published However any substantive changes made to the contents of any downloaded form may result in potential legal liability for you and your company Agent 77 Inc accepts no liability or responsibility for any of its documents that have had the contents altered beyond simply filling in the appropriate blanks and or replacing place holder text and adding your company logo and information Often if there are several forms needed to resolve an issue Libretto has saved some steps for you by listing all of the forms as a package on one download page You still have the choice of what format you want to download for each document in the package Libretto Sensible HR User s Manual Page 18 Copyright 2006 Agent 77 Inc To download a form decide which format you want and click the appropriate button in the upper right hand portion of the form description screen If you want to view a form prior to downloading it select the PDF format and the form will be displayed i
26. ding information and or a referral to resources CLICK FOR FULL TEXT AND FORMS Low Check to mark recommendation as resolved Terminations Exit Interviews Consider conducting exit interviews on employees who terminate voluntarily CLICK FOR FULL TEXT AND FORMS Terminations HIPAA Portability No Action Needed at this time provided that the Certificate CLICK FOR FULL TEXT AND FORMS Quick Start Guide PDF Libretto is a product of Agent 77 Inc Al rights reserved Copyright 2006 All product and Terms of Use User s Manual PDF company names are trademarks or registered trademarks of their respective owners Privacy Policy Technical questions Please e mail Agent 77 Tech Support 1ech_helpfagant77 com Figure 12 Recommendations Recommendations are listed in four levels of priority 1 Urgent These recommendations indicate where your HR practices are in violation of a regulation and may leave you open to investigations and fines from a government regulatory body such as the Department of Labor These urgent problems may also leave you vulnerable to possible employee lawsuits High While not in violation of a government regulation these recommendations point to places where your HR policies may still have a severe enough problem to leave you open to the possibility of employee lawsuits or other employee problems especially pointing to areas of inconsistency in your HR policies Moderate These recommendat
27. en updated This way you will not be searching for what has been updated Brought to you by Agent 77 Inc 866 629 6500 fee Libretto Sensible HR Recommendation My Account Forms Librar Categories Performance Mgmt L Staffing amp Hiring Benefits Admin Performance Review Process Job Descriptions O Incomplete gt Complete Performance Mgmt L Compensation Figure 31 Category and Issue Update N You will note that the green Complete dot may change to a blue dot if a question has been added to an issue and if a new issue has been added to the category it will be listed showing a red dot Libretto Sensible HR User s Manual Page 29 Copyright 2006 Agent 77 Inc Getting Help Despite all of our best efforts to make Libretto as easy to use and problem free as possible there may be a time when you have a technical problem with the site have questions about how to use a feature of Libretto to make a suggestion or simply want to make a comment you can do this by clicking on Help in the primary navigation menu in the upper right of the screen Brought to you by Agent 77 Inc 866 629 6500 Lag Out Libretto Sensible HR Categories Problems with the site Quick Start Guide POF I Staffing amp Hiring If you get an error have a problem or even just have a question or suggestion we appreciate you letting us know about it With your help we can make
28. en view and download State Regulations each form Federal Regulations Thank you for using Libretto Search the Library If you are unsure of the exact name or category of the form you need enter a keyword into the box below and click the Search button Search for Search Figure 25 Libretto s Forms Library Libretto s Forms Library offers you two ways to find the form you re looking for you can either 1 Browse through the forms in one of Libretto s HR categories or 2 Doa key word search on COBRA for example Libretto Sensible HR User s Manual Page 23 Copyright 2006 Agent 77 Inc To select a form in one of Libretto s HR categories listed on the left hand side of the Forms Library click the link for the category Libretto will display all of the forms available in that category in alphabetic order for you to select from ee D se Agent 77 9 Raturn to ibratto The Agent 77 Forms Library Staffing amp Hiring Over 300 new Benefits Admin HR Admin HR Forms Employment Practices Education amp Training Time Off amp Leaves Terminations Forms Heath amp Safety ABCDEFGHIJKLMNOPQRSTUVWXYz Performance Mgmt View page 1 2 Compensation Displaying 1 9 of 18 Terminations State Regulations Federal Regulations COBRA Continuation Coverage COBRA Continuation Coverage COBRA Continuation Coverage HIPAA Portability Package Election Information Notice and Policy Search the Library
29. endant Certain circumstances may extend this coverage beyond 18 months Also anyone electing to continue coverage must pay the full premium required on a timely basis or they may be dropped from coverage CORA mea Coverage Cocos Information Notice Form ing event This document contains detailed about this coverage and a form for the plan administrator should they decide to elect COBRA continuation coverage 6 pages Figure 28 Forms Library Search Results NY To download a form click on the form name listed above the form description and the detailed description and download instructions page will be displayed as above Libretto Sensible HR User s Manual Copyright 2006 Agent 77 Inc Page 26 My Account Page Libretto stores information about your company in order to communicate with you and to give you the correct options in the assessment All of this information is available for you to view and if necessary to edit on the My Account page To access this information click My Account in the primary navigation menu in the upper right of the screen Brought to you by Agent 77 Inc 866 629 6500 First Last Name Access type Acct begun Renewal date Forms 5 5 2006 0 0 0 Company Name Addross 0 issue s complete 0 issue s partially complete City 94 issue s incomplete Stato Phone E mail Password Include me in email offers Hide rec alerts Business Type
30. es L Education amp Training L Time Off amp Leaves L Health amp Safety L Performance Mgmt C Compensation L Terminations recommendations Federal Regulatory Compliance COBRA COBRA Continuation of Benefits When you hire an employee do you notify them of their continuation of benefits nghts No we do not notify employees of their continuation of benefits rights Yes we notify employees of their continuation of benefits nghts Terms of Use Privacy Policy Quick Start Guide PDF Uibretto is a product of Agent 77 Inc All ngnts reserves Copyright 2006 All procucifadi User s Manual POF company names are trademarks or registered trademarks of their respective owner Technical questions Please e mail Agent 77 Tech Support tech helofegent Figure 8 Reference Material Available Libretto includes additional information and reference material for many of the major laws covered If there are any additional reference materials available for a given issue Libretto will notify you with a link on the left hand side of the screen To access these materials simply click this link Libretto Sensible HR User s Manual Page 10 Copyright 2006 Agent 77 Inc Libretto uses a simple color code to help you track where you are in completing the answers to questions in the assessment Brought to you by Agent 77 Inc 866 629 6500 MEY io Libretto Categories Terminations L Staffing Hiring
31. gible The process for continuing benefits coverage can be complicated and potentially spread over a period of several months of time It can be confusing and due to the nature of the process there is a relatively high chance for erro and or mistakes A formal process will enable the Company to fairly and effectively manage the administration of benefits continuation for eligible employees My Account 7 _ Hep 7 Forms Librafy_ f Forms COBRA Continuation Coverage HIPAA Portabilty Package E COBRA Continuation Coverage Election Information Notice and Form F COBRA Continuation Coverage Policy E COBRA General Notice of COBRA Continuation Coverage Rights Related Products F Termination Package Libretto is a product of Agent 77 Inc All rights reserved Copyngm 2006 company names are trademarks or registered trademarks of y Figure 16 Recommended Forms Terms of Use Privacy Policy Listed under Forms are policies information sheets notices and forms to complete that will help you resolve the specific recommendation Additionally Libretto lists related policies forms etc which you may want to download Libretto Sensible HR User s Manual Page 17 Copyright 2006 Agent 77 Inc To download a form simply click on the form name listed Libretto will display an information page describing the form in detail Brought to you by Agent 77 Inc 866 629 6500 Log Out eee Lib
32. greeing that you will use Libretto only within your company Libretto and all of the included information recommendations forms etc are copyright Agent 77 Inc and are not free to share outside of your company Also while Libretto offers you the best HR information available based on the 30 years of experience of our HR professionals and our on going effort to keep you informed of the latest in compliance and best HR practices Libretto s recommendations forms policies etc are NOT explicit legal or accounting advice and Agent 77 Inc is not engaged in the business of rendering legal or accounting services If you need specific advice on any legal or accounting issue the services of a competent professional should be sought Quick Start Guide PDF User s Manual PDF Figure 34 Terms of Use Link SN To view Libretto s complete Terms of Use license agreement click on the link in the bottom right of any screen in Libretto Libretto Sensible HR User s Manual Page 31 Copyright 2006 Agent 77 Inc Using Libretto for the First Time After logging in for the first time Libretto will ask you to confirm the information entered for you when your account was created and to complete any missing information this is the same as the My Account screen Brought to you by Agent 77 612 872 6502 Libretto Sensible HR Recommendation My Account Access type Forms Acct begun 5 5 2006 Renewal date 0 0 0 Co
33. hat have read the License Agreement 1 Agree r Disagree Copyright 2004 by Agent 77 O All rights reserved Your Agreement to this License By using copying transmitting distributing or installing Agent 77 s Libretto Sensible HR you agree to all of the terms of this agreement License Please read carefully the license terms below If you do not agree to all of the terms of this License then you may not use copy transmit distribute or install Libretto Sensible HR or any associated materials Scope of License Libretto Sensible HR and its contents are copyrighted materials and are neither free nor public domain software or materials Subject to the terms below you are hereby licensed by Agent 77 Inc Agent 77 to use one copy of Libretto Sensible HR on one 1 computer or workstation provided however that you are authorized to additional copies for use within your offices located at the same premises only You agree that use of this software or materials except as authorized in the previous sentence shall result in remuneration by you to Agent 77 of additional registration fees as determined by Agent 77 Payments must be in US dollars drawn on a US bank and should be sent to Agent 77 Inc P O Box 19230 Minneapolis MN 55419 0230 USA See the web site at http www agent77 com for information about online ordering You are specifically prohibited from receiving payment in any manner for this original sof
34. ibretto Sensible HR Recommendation My Account Forms Librar Recommendations State References Topic New Hire Reporting New Hire Reporting Minnesota Departmentof Immediately begin reporting new hires and rehires to the Information for Labor designated agency for your State Minnesota Minnesota State Summary All employers are required to report information on people they hire or rehire to a state directory within 20 days of employment under Federal Law New hire ea reporting requirements and procedures are administered by each State Need more help Try Our H ROU Click for detas Quick Start Guide PDF bretto is a product of Agent 77 Inc Al rights reserved Copyright 2008 All product and Terms of Use User s Manual PDF regsie es ae Privacy Policy Figure 40 Recommendation Detail The detailed recommendation screen lists all of the forms associated with the recommendation on the right hand side of the screen These Forms include policies information sheets notices and forms to complete that will help you resolve the specific recommendation Additionally Libretto lists related policies forms etc which you may be want to download Notice Agent 77 stands behind all of its forms as published However any substantive changes made to the contents of any downloaded form may result in potential legal liability for you and your company Agent 77 Inc accepts no liability or responsibility for any of
35. ibretto If at all possible write down the error number the error name and as much information as possible as to where you were in Libretto and what you tried to do This will help us track down the problem faster and get back to you with a solution more quickly Other Problem if you encountered any other problem or issue with Libretto such as something not working correctly or in an unexpected manner After selecting the type of message you are sending us type you message comment or information on the problem in the box then press Continue you message will be sent to Agent 77 and routed to the appropriate people to review your comment or handle your problem and get back to you as soon as possible Libretto Sensible HR User s Manual Page 30 Copyright 2006 Agent 77 Inc Fine Print Finally the fine print Agent 77 s Privacy Policy and Libretto s Terms of Use license agreement Libretto collects a significant amount of confidential information about your business and your HR policies and procedures This includes your e mail and physical address Agent 77 is committed to maintaining your privacy and will not sell your information or give access to any third party without your permission Quick Start Guide PDF User s Manual PDF Figure 33 Privacy Policy Link Y To view Agent 77 s complete Privacy Policy click on the link in the bottom right of any screen in Libretto When you purchase Libretto you are a
36. ime Off amp Leaves Recommendations Holiday Policy amp Schedule L Health fi Adverse Action Notice J Health amp Safety Perf t Classifications of Employment erformanco Mgmt L Compensation L Terminations e HA Express Employee handbooks are important for G t many reasons but companies rarely have time to create them or keep them up to date Handbook Express wil aliow you to develop a customized handbook in a matter of hours Find out more gt gt 1 9 Employment Eligibility Required Documents Quick Start Guide PDF Ubretto is a product of Agent 77 Inc All nghts reserved Copyright 2006 All product and Terms of Use User s Manual PDF company names are trademarks or registered trademarks of their respective owners Privacy Policy Technical questions Please e mail Agent 77 Tech Support tech Figure 2 Welcome Main Navigation Primary navigation for Libretto is in the upper right hand side of the screen This navigation bar lists Welcome returns home to this screen from other areas of Libretto Recommendation view the recommendations Libretto has generated based on your answers to the assessment and includes a listing of the needed forms and policies to resolve the recommendations My Account view and edit your account information such as company size address main contact User ID and password Help e mail Agent 77 if you have any questions or technical
37. in the upper right part of the screen Libretto Sensible HR User s Manual Page 28 Copyright 2006 Agent 77 Inc Update Notices Libretto is regularly being updated as laws and regulations change at the federal and state levels We also add new features to Libretto to make it as easy as possible to use Whenever Libretto is changed we will notify you of these changes on the Welcome page Brought to you by Agent 77 Inc 866 629 6500 Lopai Libretto Sensible HR Recommendation My Account Forms Library Your state references were updated 01 10 2006 L Staffing amp Hiring left hand menu in the Forms Library and bra Summary L Benefits Admin Quick Start Guide PDF Go To My gt s Downlosd the Beene Assessme Downloads D San Gi L Employment Practices Figure 30 State Regulations Update NN If any changes were made to the state labor laws for your state Libretto gives you a notice on the Welcome page that the state summary for your state has been updated and the date of the update To get the most recent regulations for your state click the Forms Library link ion the primary navigation menu then choose the References link lower left hand menu in the Forms Library and browse to find your state In addition whenever questions have been modified or added to a category Libretto will let you know which category has been updated and which specific issue within the category has be
38. ind out more gt gt Classifications of Employment 1 9 Employment Eligibility Required Documents Quick Start Guide PDF Libretto is 9 product of Ageng Inc Al nights reserved Copyright 2006 All product and Terms of Use User s Manual PDF o 4 A Privacy Policy L Figure 3 Welcome Center Navigation The center navigation includes three buttons to the major functional areas of Libretto e Use Go To My Assessment to begin your HR assessment or to pick up where you left off Libretto remembers where you were in the assessment so that if you log out and return to the assessment at a later time clicking the Go To My Assessment button will return you exactly to where you left off you don t need to write down or remember where you were e Usethe View My Recommendations button to view the recommendations Libretto has generated based on your answers to the assessment and to check off the recommendations you have completed e Use the Visit the Forms Library for a quick link to get a specific form The center navigation also displays announcements such as letting you know that your state regulations summary has been updated so that you can re download it lists the top five downloads from subscribers in the past 6 months and shows product announcements of possible interest to you Libretto Sensible HR User s Manual Page 3 Copyright 2006 Agent 77 Inc Brought to
39. ions point to those areas where you should have policies for best HR practices but don t These will probably not put you at risk for lawsuits or major employee problems but will help you with the day to day running of HR and help make sure that things are completed properly Low These recommendations point to the nice to haves in HR where you do not already have a policy in place and include such things as a smoking policy or dress code Libretto Sensible HR User s Manual Page 14 Copyright 2006 Agent 77 Inc Brought to you by Agent 77 Inc 866 629 6500 Libretto Sensible HR g Halo Assessment Results NOTE The results sted Delow only reflect completed issues Recommendations for any issues that have not been completed are NOT listed Printer Friendly Show Resolved Recommendations Show Full Recommendation Text Priority Recommendation Urgent Check to mark recommendation as resolved Terminations COBRA Continuation of Benefits Develop a formal process for allowing employees benefits continuation CLICK FOR FULL TEXT AND FORMS Figure 13 Recommendation Sorts Initially all recommendations are displayed sorted by priority urgent to low but if you would prefer to view the recommendations in a different order click on either Priority to sort the recommendations from low to urgent or Category to sort the recommendations by category By default recommendations are displa
40. its documents that have had the contents altered beyond simply filling in the appropriate blanks and or replacing place holder text and adding your company logo and information To download a form simply click on the form name listed Libretto will display an information page describing the form in detail Libretto Sensible HR User s Manual Page 38 Copyright 2006 Agent 77 Inc Brought to you by Agent 77 612 872 6502 Libretto Sensible HR Recommendation My Account New Hire Reporting Information for Minnesota Your Price Incl in subscription List Price 9 95 You Save 9 95 100 Provided by Agent 77 Last Update 8 22 2005 The federal Personal Responsibility and Work Opportunity Reconciliation Act PRWORA of 1996 requires that information on newly hired or re hired employees be reported to a state directory to help in processing child support orders This document gives you specific information on how to report new hires in Minnesota including where to report electronically the information required and a form to report by mail 4 pages If you need help with a download please contact Customer Service at 1 877 530 6500 or email customer service agent77 com Quick Start Guide PDF Libretto is a product of Agent 77 Inc All nights reserved Copyright 2006 All product and Terms of Use User s Manual PDF company names are trademarks or registered trademarks of their respective owners Privac
41. ity if you don t know the answer pick No or Not Sure That way Libretto can make a solid recommendation for you if it turns out you really do already have appro priate policies in place you can tell Libretto that in the recommendation section Just check the box to mark the items as completed After you answer all the questions for an issue Libretto will move on to the Next issue automatically Recommendation My Account Forms Librar Privacy Policy Libretto is a product of company names are trademarks or registered tracemarks of their respective owners Technical questions Please e mail Anent 77 Tech Suncor tech helofbacent77 comi Figure 37 Assessment Question Terms of Use Libretto s assessment consists of a series of simple questions designed to allow you to become compliant with the major employment laws as well as HR best practices When you begin your assessment Libretto will display the first question in an issue The screen shows you the category Staffing amp Hiring and then the issue within the category Staffing Approval followed by the question and the possible answers To complete the question simply click in the circle next to your response the majority of the questions in the assessment only require a simple yes or no answer a few are multiple choice then click the Continue button and the next question in the category will be displayed Libretto Sensible HR User s Manual P
42. load it simply click the icon and the form will display in your browser To download a PDF or DOC form to your hard drive follow the instructions for either Microsoft Windows or Apple Macintosh Libretto Sensible HR User s Manual Page 19 Copyright 2006 Agent 77 Inc Libretto is designed to help you improve your HR practices by giving you a list of recommendations Whether you complete the assessment all at once or as time permits the recommendations list is designed to be a work in progress That is as you download the forms and incorporate them and any additional information from the recommendation into your HR practices you can mark a recommendation as resolved To mark a recommendation as resolved return to the recommendations screen Brought to you by Agent 77 Inc 866 629 6500 aa iF 1 b netto Welcome Sensible HR Assessment My Account Assessment Results NOTE The results Ested below only reflect completed issues Recommendations for any issues that have not been completed are NOT listed Show Resolved Recommendations Show Full Recommendation Text Priority Recommendation Urgent Check to mark recommendation as resolved Terminations COBRA Continuation of Benefits Develop a formal process for allowing employees benefits continuation Figure 19 Resolving a Recommendation To resolve a recommendation click on the check box next to the recommendation summary The box will dis
43. luntarily terminating to give information on State Regulations y y are leaving and feedback on various company functions It includes areas Federal Regulations Search the Library If you are unsure of the exact name or category of the form you need enter a keyword into the box below and click the Search button For Microsoft Windows users 1 Right click on the button below 2 Select Save Target As 3 Navigate to the location on your hard drive where you wodd ike to save the file usually My Documents or the desktop then click Save For Apple Macintosh users 1 CTRL click on the button below 2 Select Download Linked File As 3 Navigate to the location on your hard drive where you would ike to save thb My Documents or any other location of your choosing then click Save AN Figure 27 Forms Library Detailed Form Description To download a form decide which format you want and click the appropriate button To download a PDF or DOC form to your hard drive follow the instructions for either Microsoft Windows or Apple Macintosh If you want to view a form prior to downloading it select the PDF format and the form will be displayed in your browser You can also locate a form in the Forms Library by searching for a key word COBRA for example To do this simply enter the key word in the Search for box on the bottom left of any Forms Library screen and Libretto will display a list of all
44. mber o Type of business o Number of employees this last is especially important as many federal regulations only apply to businesses of a certain number of employees COBRA for example only applies to companies with 20 or more employees so it is important that as your company grows you indicate the number of employees you have in Libretto Libretto Sensible HR User s Manual Page 32 Copyright 2006 Agent 77 Inc e Additional information on your company o Ifyou have Union or Federal contracts both have additional laws and regulations that apply if you do and o Whether your corporate culture is more or less formal with things such as dress codes office relationships or having written as opposed to informal policies and procedures this help Libretto determine some HR best practices policies e The current password used to access Libretto Note that when you first sign up for a subscription Libretto assigns you a randomly generated password We encourage you to change this to something more easily remembered as soon as possible e Opt out status for receiving e mail product announcements and offers from Agent 77 and e Libretto allows you the option of being notified of new recommendations in a pop up box in addition to simply updating the recommendation counter in the assessment If you wish to be notified each time you generate a new recommendation click the Hide rec alerts button this can be turned on a
45. n your browser Libretto will display specific instructions on how to download the file Brought to you by Agent 77 Inc 866 629 6500 Libretto Sensible HR Help SCS Forms Librar Pe COBRA Continuation Coverage Policy Benefits Admin Downloading Instructions a HR Admin To display the COBRA Continuation Coverage Policy in your browser click the button below L Employment Practices If you prefer to save this file to your hard drive follow these instructions For Microsoft Windows users Right click on the button below 1 2 Select Save Target As 3 Navigate to the location on your hard drive where you would like to L Health amp Safe 7 save the file usually My Documents or the desktop then click __ Performance Save a Compensation For Apple Macintosh users 1 CTRL click on the button below Terminations 2 Select Download Linked File As 3 Navigate to the location on your hard drive where you wouk like to save the file My Documents or any other location of your choosing then click Save Quick Start Guide PDF Libretto is a poaz 9 00 Jet Terms of Use User s Manual PDF comps gt 7 DIEA heir respect Privacy Policy gt Figure 18 Forms Download The icon displayed on the download screen will indicate which format you selected on the description screen Adobe Acrobat PDF or Microsoft Word DOC To view a PDF format form before you down
46. nc Recommend Libretto generates detailed recommendations to improve your HR practices based on your answers to the assessment These recommendations run a full range of HR problems from non compliance with regulations which could generate investigations fines or even an employee lawsuit to simple best practices such as adopting a formal dress code You can view the recommendations that Libretto has generated at any time Simply click e View My Recommendations from the central navigation of the Welcome page e Recommendation in the primary navigation menu in the upper right part of a screen or e You have XX unresolved recommendations link in the assessment Brought to you by Agent 77 Inc 866 629 6500 Libretto gt Sensible HR Recommendation A A Welcome Ag Categories Your stato references were updated 01 19 2006 To get the most recent regulations for yoyf state Click the Forms Library fhe References link lower L Staffing amp Hiring fuse to find your State L Benefits Admin Quick Start Guide POF Top Forms rs LJ HR Admin Downloads Akt L Employment Practices _ Education amp Training 1 Application for Employment C Time Off amp Leaves 2 Holiday Policy amp Schedule Figure 11 Navigate to Recommendations Brought to you by Agent 77 Inc 866 629 6500 Libretto Sensible HR Recommendation My Account _ Help ss Fo
47. nd off at any time Then click Confirm to save the information on the screen and begin using Libretto At this point Libretto will display the issues for the first category of the assessment Staffing 8 Hiring Libretto Sensible HR User s Manual Page 33 Copyright 2006 Agent 77 Inc Brought to you by Agent 77 612 872 6502 phe Libretto Sensible HR i a Categories L Staffing amp Hiring L Benefits Admin L HR Admin L Employment Practices L Education amp Training L Time Off amp Leaves Applicant Disclosure Health amp Safety Veterans Disclosure L Performance Mgmt E Interviewing L Compensation Candidate References L Terminations Employment Offers Applicant Tracking Employment Contracts Non Competi reement 1 9 Orientation 0000000000000000 New Hire Reporting Incomplete In Progress gt Complete Guide Libretto includes everything you need for HR compliance and best pracie A full subscription includes more than 100 HR topics and over 300 forms Be sure to click other categories to see what s available After you you ll have access to ail issues and forms When you re ready to subscribe just click the Subscribe bution above Privacy Policy Libretto is a product of Agent 77 Inc Al rights reserved Copyright 2006 All product and Terms of Use company names are tracemarks or registered trademarks of their respective owners Technical muneti
48. nfirm your account information First Last Name John Anderson 0 issue s complete 0 issue s partially complete Company Name Agent 77 Inc 94 issue s incomplete Quick Start Guide PDF Address 118 East 26th St Suite 101 Download the Libretto Quick Start Guide City Minneapolis State MN F Zip 55404 Phone 612 872 6500 E mail john agent77 com Password type new password to change or leave as is to keep it the same User s Manual PDF Include me in m email offers Download the Libretto User s Manual Hide rec alerts M Business Type Management of Companies and Enterprises Number of Employees Do you have Yes union contracts 4 No 0 Do you have O Yes federal contracts No How formal is your company s culture Informal Formal O OO Confirm Quick Start Guide PDF Libretto is a product of Agent 77 Inc Al ngnis reserved Copyright 2006 All product and Terms of Use Users Manual PDF company names are trademarks or regstered tracemarks of their respective owners Privacy Policy Technical questions Please e mail Agent 77 Tech Support tech heipegent Figure 35 Enter Your Company and Contact Information On this screen you can review and complete the following e Information on the main contact person user of Libretto within your company including their name and e mail address e Company demographic information including o The company name address phone nu
49. nne Dinace amal Anant 7 Tarh Qinnnrt iach ralrfianarT1 anmi Figure 36 Begin Using Libretto To begin the assessment for Staffing amp Hiring click on the first issue Staffing Approval and the first question for the issue will be displayed Note that the first few times you encounter a feature in Libretto Issue Question Recommendation Downloading a Form etc Libretto will present you with Guides which describe the feature acting as a sort of on line manual to Libretto and also describing additional related features Once you have viewed a given feature the first few times these Guides will no longer appear Libretto Sensible HR User s Manual Page 34 Copyright 2006 Agent 77 Inc Brought to you by Agent 77 612 872 6502 ARY Yo Categories Staffing amp Hiring I Benefits Admin HR Admin Employment Practices Education amp Training I Time Off amp Leaves Health amp Safety Performance Mgmt Compensation Terminations Libretto Sensible HR Staffing amp Hiring Job Requisitions amp Approval Procedure for Staffing ls your process for approving job openings for NEW positions formal or nforma Forma We use a formal process for approving additions to staff Informa Our process for approving additions lo staff is informa Nedhor We don t have a process for approving additions to staff Guide Answer the questions to the best of your abil
50. ode for Issue Completion 11 D Download 1 3 15 17 18 19 20 23 24 25 26 28 38 39 40 Adobe Acrobat PDF 18 19 24 39 Microsoft Word DOC 18 19 24 39 F Forms 2 5 3 8 15 17 18 19 20 23 24 25 26 28 30 31 37 38 39 40 Forms Library 2 3 23 24 25 26 29 Key Word Search ccccccecceeeseeeeeeees 24 25 List Navigation 0 0 0 ee eee sees eeseeeteneeteneeeee 24 G GUI OS cuca ate eater dee ee tee Se 34 H HP o o eas 2 30 HR Category 4 5 8 9 11 12 15 22 23 24 28 29 33 35 End Of Category corruair 12 HR Category TOpiCS coococcocccicccccocccccccccancnnono 5 6 7 Staffing amp HIN ierse iesnas 5 Benefits Administration ccceceeees 5 Compensation eases tias 7 Education and Training 6 Employment Practices s 6 Health amp Safety ossecunrihalsiniisaninieia 6 HR Administration ccccceceeeeeeeeeeeeeeteeees 5 Performance Management 7 Terminations ccceeeececeeeeeeeeseeeeeeeeeneeeeeeaees 7 Time Off and Leaves ccccceeeeeeeeeeeeetees 6 HR Issue 1 5 8 9 10 11 15 18 22 28 29 30 31 33 34 35 38 L CaWosntisia iio 8 10 16 28 29 33 35 RETereN CO ricas carios 10 16 LOG OUt kaiina inta a Aaaa 4 LOGIN SCFEON hiisi diili iea ii 1 M My Account ssssseeeeeseeeeesereesrreeene 1 2 27 28 32 N Navigation 2
51. olicy The detailed recommendation screen reiterates the issue and the summary then describes in one or two paragraphs why the recommendation is needed Once you have viewed the detailed recommendation you can return to the recommendations list by clicking on the Recommendation button return to the assessment by clicking on the Return to the Assessment button or download one of the associated forms listed on the right hand side of the screen Libretto Sensible HR User s Manual Page 15 Copyright 2006 Agent 77 Inc Brought to you by Agent 77 Inc 866 629 6500 Libretto Sense HR My Account Hei 7 References Recommendations Forms Topic COBRA Continuation of Benefits E COBRA Continuation ae Develop a formal process for allowing employees benefits Coverage HIPAA continuation when they become eligible Portability Package H COBRA Continuati The process for continuing benefits coverage can be complicated and Coverage Election State References potentially spread over a period of several months of time It can be confusing Informa Notice an and due to the nature of the process there is a relatively high chance for error Form Minnesota Department of and or mistakes A formal process will enable the Company to fairly and F COBRA Continuation Labor Coverage Policy effectively manage the administration of benefits continuation for eligible employees H COBRA General Notice of COBRA Continuati
52. ommendation Quick Start Guide PDF Download the Libretto Quick Start Guide User s Manual PDF D load Libretto User s Manual Terms of Use Privacy Policy The left hand side navigation of the Welcome page lists the 10 categories of HR topics in Libretto s assessment Use these quick links to jump directly to a specific category in the Libretto assessment to begin continue or edit your answers to the questions in the category Note that as new or revised regulations are enacted Libretto will identify those categories that have additional or updated questions for you to answer by indicating that the category has been updated Additional Navigation Links Libretto has three additional navigation links on each screen e Click Log Out in the upper left whenever you re ready to leave Libretto Remember Libretto remembers where you were in the assessment and resolving your recommendation e Click Privacy Policy in the lower left to view Libretto s privacy policy for protecting your company s private information e Click Terms of Use to view Libretto s license agreement Libretto Sensible HR User s Manual Page 4 Copyright 2006 Agent 77 Inc Libretto s 10 Categories of HR Issues Libretto is organized into 10 major HR topical areas or categories based on related HR issues These categories are used throughout Libretto as a way to easily find topics forms policies etc related to the general
53. on Coverage Rights Related Products F Termination Package Quick Start Guide A Libretto is a product of Agent 77 Inc All nights reserves Copyright 2006 Al product and Terms of Use User s Manual PDF company names are trademarks or registered trademarks of their respective owners Privacy Policy Technical questions Please e mel Agent 77 Tech Support tech nelo agent 7 com Figure 15 Additional Federal and State References Additional information on many federal and state laws is available by clicking on the links on the left hand side of the screen These references include a general description of the law as well as links to Agent 77 s white papers and indexed federal regulations and to Agent 77 s state law summaries Libretto Sensible HR User s Manual Page 16 Copyright 2006 Agent 77 Inc Resolve Once you have viewed your recommendations it s time to start resolving them First download the recommended forms listed on the right hand side of the detailed recommendations screen Brought to you by Agent 77 Inc 866 629 6500 References Federal Regulatory Compliance State References Minnesota Department of Labor Mino tat M Neod more heip Try Our ARENO Click for detalla Quick Start Guide PDF User s Manual PDF Libretto Sensible HR Recommendations Topic COBRA Continuation of Benefits Develop a formal process for allowing employees benefits continuation when they become eli
54. play with a check indicating that the recommendation has been completed then the recommendation will be removed from your list so that you can see progress toward making your HR practices fully compliant and the best for your company and employees Libretto Sensible HR User s Manual Page 20 Copyright 2006 Agent 77 Inc Brought to you by Agent 77 Inc 866 629 6500 E 1 b retto Welcome Sensible HR Assessment My Account Forms Librar Assessment Results NOTE The results isted below only reflect completed issues Recommencations for any ssues that have not been completed are NOT listed Show Resolved Recommendations Show Full Recommendation Text Priority Recommendation Chock to mark recommendation as resolved Torminations HIPAA Portability Allow a special enroliment period for employees who lose coverage CLICK FOR FULL TEXT AND FORMS Moderate Check to mark recommendation as resolved Terminations Termination of Employment Develop and implement a written Termination Policy CLICK FOR FULL TEXT AND FORMS Figure 20 Revised Recommendation List Any time that you wish to see your entire list of recommendations both resolved and unresolved click on Show Resolved Recommendations and Libretto will display your complete list of recommendations with checkmarks indicating those recommendations that have been resolved Brought to you by Agent 77 Inc 866 629 6500 Libretto Sensible
55. r the User ID generally your e mail address and Password you were given in the welcome e mail then click the Continue button If you have forgotten or misplaced your password click the link Forgot your password and you will be sent an e mail with your password Note you can change the random password you were given to something more easily remembered See the section on My Account below Also if you are having trouble getting started you can call or e mail Customer Service Libretto Sensible HR User s Manual Copyright 2006 Agent 77 Inc Welcome Page and Navigation Whenever you enter Libretto other than the first time you will see the Welcome page From this screen you can navigate to all of the functional areas of Libretto The page is divided into three main navigation areas right center and left Brought to you by Agent 77 Inc 866 629 6500 Libretto Sensible HR ae ae Welcome Agent 77 Inc Categories Your state references were updated 01 10 2006 To get the most recent regulations for your state click the Forms Library link in the upper right hand menu then choose the References link lower LU Staffing amp Hiring left hand menu in the Forms Library and browse to find your State Summary Start G POF Go To My 4 Top Forms E L HR Admin a Assessment Downloads Employment Practices L Benefits Admin LU Education amp Training View My Application for Employment C T
56. retto EE Sensible HR Recommendation My Account COBRA Continuation Coverage Policy Adobe PDF download as Word Doc Provided by Agent 77 Last Update 11 17 2005 Employers with 20 or more employees who offer a group health plan as a benefit must offer COBRA continuation coverage to any of their covered employees and the employee s dependents should any one of a number of qualifying events occur These include termination reduction in hours and several others COBRA has strict rules regarding the timing of notices given to employees about their COBRA rights when they may elect COBRA when payments for COBRA are due and the timing of additional documents that must be given to employees This document gives step by step instructions for compliance with the COBRA rules 3 pages If you need help with a download please contact Customer Service at 1 877 530 6500 or email customer service agent77 com Quick Start Guide PDF Dretto oduct of A t ae Al nights r ved Copyright 2 A pro uct and Terms of Use User s Manual PDF a ska OF regalen re cunas Privacy Policy Figure 17 Form Description The form description page shows a detailed description of the form policy etc including how many pages are in the form the date the form was last updated and what the price would be typically 9 95 if purchased separately in Agent 77 s store of course all forms policies notices information sheets etc are in
57. rms Librafy ISSUES CE p O Terminations Staffing amp Hiring 2 unresolved i Hirin You have 2 unresolved L Benefits Admin recommendations COBRA Continuation of Benefits Federal Regulatory HR Admin Compliance COBRA Q Employment Practices When you hire an employee do you notify them of their continuation of benefis rights Figure 11a Navigate to Recommendations Libretto Sensible HR User s Manual Page 13 Copyright 2006 Agent 77 Inc Brought to you by Agent 77 Inc 866 629 6500 Libretto Sensible HR Assessment p My Account Forms Librar Assessment Results NOTE The results isted below only reflect completed issues Recommendations for any h issues that have not been completed are NOT listed Printer Friendly Version Show Resolved Recommendations Show Full Recommendation Text Priority Recommendation Sort by Priority Category Urgent Check to mark recommendation as resolved Terminations COBRA Continuation of Benefits Develop a formal process for allowing employees benefits continuation CLICK FOR FULL TEXT AND FORMS Terminations HIPAA Portability Allow a special enroliment period for employees who lose coverage CLICK FOR FULL TEXT AND FORMS Moderate Check to mark recommendation as resolved Terminations Termination of Employment Develop and implement a written Termination Policy CLICK FOR FULL TEXT AND FORMS Terminations Retirement Process Consider provi
58. sessment for a complete picture of your HR process and needs however it is not necessary to complete the assessment in order or at one time Libretto remembers where you were in the assessment so you can log out and return to Libretto at any time and continue where you left off To begin simply press the Go To My Assessment button from the central navigation of the Welcome page or select one of Libretto s 10 HR categories from the left hand navigation For example to begin the assessment of your termination processes select Terminations from the left hand navigation The following screen will appear Brought to you by Agent 77 Inc 866 629 6500 Libretto Sensible HR Recommendation My Account Forms Librar Categories Terminations LU Staffing amp Hirio O Termination of Employment L Benefits Admin Exit Interviews J HR Admin COBRA Continuation of Benefits L Employment Practices HIPAA Portabilit L Education 4 Training L Time Off amp Leaves L Health fet Retirement Process Return of Company Property O Incomplete In Progress Complete L Performance Mgmt L Compensation Terminations Quick Start Guide POF Lore 7 Inc Al ngnts n ight 2006 A tanc Terms of Use User s Manual PDF c pun Or PEO SRG a pas Privacy Policy Figure 5 Terminations As you can see Terminations covers 6 issues each category covers a different number of issues and each issue
59. t Terminations Exit Interviews Consider conducting exit interviews on employees who terminate voluntarily Terminations HIPAA Portability No Action Needed at this time provided that the Certificate of Creditable Coverage is calculated correctly Figure 23 Printer Friendly List of Recommendations Note that only recommendations for completed issues green dots on the list of issues for a category are shown on this printer friendly list Recommendations from issues that are only partially complete blue dots on the list of issues for a category are not displayed Libretto Sensible HR User s Manual Page 22 Copyright 2006 Agent 77 Inc Forms Library In addition to the forms available associated with a recommendation Libretto offers you a quick and easy way to find and download a specific form If you know what type of form you re looking for an Application for Employment for example or want to re download a form that you downloaded before or that has been updated you can go to the Form Library to get that form rather than using Libretto s assessment To get into the Forms Library click on Forms Library in the primary navigation menu in the upper right the screen Brought to you by Agent 77 Inc 866 629 6500 Libretto Sensible HR Rag Account be Seip 7 Forms Library v INE AG LIN Categories Your state references were updated 01 10 2006 To get the most recent regulations for your state cli
60. the site better __ Benefits Admin for everyone J HR Admin Please select the item that applies question 5 Comments or examples Download the Libretto Quick Start Guide Employment Practices I Education amp Training Time Off amp Leaves Health amp Safety I Performance Mgmt User s Manual PDF pensat a Compensation Technical Support C Terminations Having trouble with the site or one of the products you obtained through Libretto rt EAS Contact Agent 77 and we ll do our best to help you with your technical issues Please send an e mail to support agent77 com We ll respond to you as soon as we can usually no more than an hour or two after receiving your request Quick Start Guide PDF sap nc Al rights res Copyright 2006 anc Terms of Use User s Manual PDF a we OMENS CF CAFOTOTOS CACHES OF Mer SEH SCINS O Privacy Policy Figure 32 Help Screen To help us better understand why you are contacting us please select one of the options from the drop down menu Question if you have a question about how Libretto operates or if you are having trouble with anything in Libretto Comment if you want to let us know your thoughts about any feature of Libretto Suggestion if you have an idea on how we can improve Libretto Formatting Issue if you find any errors in any of the forms in Libretto typos or formatting errors etc Error Message if you received an error message while in L
61. tware or any copies however made and from distributing such software associated materials or copies of same without prior written permission from Agent 77 All rights of any kind in Libretto Sensible HR which are not expressly granted in this License are entirely and exclusively reserved to and by Agent 77 You may not sell or offer for sale rent lease modify translate reverse engineer decompile disassemble or create derivative works based on Libretto Sensible HR or associated materials You may not make access to Libretto Sensible HR available to others in connection with a service bureau application service provider or similar business v Figure 42 Libretto s User License To continue downloading the form agree to Libretto s license by clicking the I Agree button and Libretto will display specific instructions on how to download the file After downloading the file you can continue on with the assessment review additional recommendations download additional forms or return to the Welcome screen For further details on these or any of Libretto s features see the sections above Libretto Sensible HR User s Manual Page 40 Copyright 2006 Agent 77 Inc Index A Assessment 1 2 3 4 5 8 9 11 12 13 15 20 23 24 27 28 33 34 35 36 38 40 Answering Questions cceseeee 9 35 Recommend iii ies 13 AO A cee iod coc 17 Revela ah hice Seine cient See ate Bes 8 C Color c
62. y Policy Technical questions Please e mail Agent 77 Tech Support tech helpfagent 77 com Figure 41 Form Detail The form description page shows a detailed description of the form policy etc including how many pages are in the form the date the form was last updated and what the price would be typically 9 95 if purchased separately in Agent 77 s store Most of the forms policies notices information sheets etc in Libretto are available in both Adobe Acrobat PDF and Microsoft Word DOC formats To download a form decide which format you want and click the appropriate button in the upper right hand portion of the form description screen If you want to view a form prior to downloading it select the PDF format and the form will be displayed in your browser Libretto Sensible HR User s Manual Page 39 Copyright 2006 Agent 77 Inc The first time you download a form Libretto requires you to agree to the terms of use license we encourage you to read Libretto s user license before agreeing to the terms of use A Libretto Sensible HR we p Libretto Sensible HR is subject to the License Agreement set forth below Before using Libretto please read the License Agreement then click I Agree agree that by using Libretto Sensible HR or the accompanying materials or otherwise installing Libretto Sensible HR or accompanying materials accept all terms of the License Agreement below and t
63. yed as a summary however all recommendations also have detailed descriptions To view the detail of a recommendation and see the associated solutions forms policies etc click on a recommendation summary Brought to you by Agent 77 Inc 866 629 6500 References Federal Regulatory Compliance COBRA State References Minnesota Department of Labor Minnesota State Summary Need more help Try Our AR Click for detalla Libretto Sensible HR Recommendations Topic COBRA Continuation of Benefits Develop a formal process for allowing employees benefits continuation when they become eligible The process for continuing benefits coverage can be complicated and potentially spread over a period of several months of time It can be confusing and due to the nature of the process there is a relatively high chance for error and or mistakes A formal process will enable the Company to fairly and effectively manage the administration of benefits continuation for eligible employees Welcome Recommendation My Account Forms Library Forms COBRA Continuation Coverage HIPAA Portability Package COBRA Continuation Coverage Election Information Notice and Form COBRA Continuation Coverage Policy COBRA General Notice of COBRA Continuation Coverage Rights Related Products Termination Package Quick Start Guide PDF User s Manual POF Figure 14 Recommendation Detail Terms of Use Privacy P
64. you by Agent 77 Inc 866 629 6500 Libretto Sensible HR gt 77 Inc Welcome Agent Your state references were updated 01 10 2006 To get the most recent regulations for your state chick the Forms Library link in the upper right hand menu then choose the References link lower left hand menu in the Forms Library and browse to find your State Summary Go To My Top Forms Assessment i Downloads Categories I Staffing amp Hiring 1 Benefits Admin L HR Admin L Employment Practices L Education amp Training 1 Time Off amp Leaves LU Health amp Safety L Performance Mgmt C compensation Application for Employment Holiday Policy amp Schedule View My Adverse Action Notice Classifications of Employment 1 9 Employment Eligibility Required Documents MPack Express Employee handbooks are important for many reasons but companies rarely have time to create them or keep them up to date Handbook Express wil allow you to develop a customized handbook in a matter of hours Find out more Y gt gt Quick Start Guide PDF User s Manual PDF company names are trademarks or registered trademarks of their respective owners echnical questions Please e mail Agent 77 Tech Support tech helpgiagent77 com Figure 4 Welcome Assessment Categories etto is a product of Agent 77 Inc All nights reserved Copyright 2006 All product and Welcome Rec

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