Product Consultant Onboarding Survey

Managers to complete with new start or movers details:

Please indicate if employee is a new start or mover

Their employee ID

Their name

Their job role

Branch

Introduction

Please check the following:

Has the employee worked for AC before as a Product Consultant?

Yes No

If yes, what date did they work as a Product Consultant (Approximately)?

Is their role set correctly on TMS?

Yes No

If no change using My People dropdown within TMS or email tmssupport@arnoldclark.com

Is their '@arnoldclark.com' email address setup and working?

Yes No

If no please log a ticket for this on Halo.

Salary and bonus details correct?

Yes No

If no contact group.operations@arnoldclark.com.

Compliance

Has the Product Consultant completed the following:

Company Induction on ACE learning?

Yes No

If no, they must complete immediately on ACE.

Health and Safety induction and paperwork completed and submitted to safety support?

Yes No

This must be competed immediately. Manager must make Think Customer chairperson aware.

Yes No

Must be actioned immediately by accessing the T&C's app on their device.

Resources

Check the PC has received the following:

Swipe card?

Yes No

If no contact wages.

Device for their role (Samsung Galaxy 4G enabled device)?

Yes No

Please log a ticket for this on Halo.

Correct uniform and badge?

Yes No

Please email the Procurement Department: procurement.department@arnoldclark.com.

Systems

Does the PC have access to the following systems:

CitNow access?

Yes No

Manager must action immediately.

Cisco phone login?

Yes No

Please log a ticket for this on Halo.

Key cupboard/keywin?

Yes No

Manager must action immediately.

Do they have access to Sales Office with correct Product Consultant permissions?

Yes No

Please log a ticket for this on Halo.

Do they have access to Power BI with access to Product Consultant reporting suite?

Yes No

Please log a ticket for this on Halo.

Do they have access to ACE Learning with correct Product Consultant permissions?

Yes No

Please log a ticket for this on Halo.

Do they have access to the Vehicle Journey System with correct Product Consultant permissions?

Yes No

Manager must action immediately.

Do they have access to the ACE Sales Page?

Yes No

Please log a ticket for this on Halo.

Company car

Did the Product Consultant agree to a company car as part of the recruitment process i.e. as stated on the offer letter?

Yes No

Manager must ensure the Product Consultant is NOT in possession of a company car.

Has the PC been given access to a company car? If not, the manager MUST contact group.operations@arnoldclark.com immediately.

Product Consultant

Sales joiners and movers checklist

Introduction

Compliance

Resources

Systems

Company car