Onboarding ToDo List

Again, congratulations on your new hire!

Wait! Please complete the following items 24 hours prior to your new hire’s start date.

  1. Send new hire the Synergy application (copy/paste link);
  2. Call new hire to confirm start date, salary, work hours, and address any questions;
  3. Send welcome email to “All Users” at Synergy copying new hire one week prior to new hire’s start date;
  4. Draft Employee Agreement;
  5. Create training schedule;
  6. Create job description, see template.

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TESTIMONIALS

"I just wanted to say thanks to you and the entire Synergy Settlement Services team for helping us put together a series of structured settlements and special needs trusts in two complex cases involving significant recoveries. As always, your accessibility, guidance and expertise on a whole host of post-settlement issues is very much appreciated and valued, particularly with respect to the often confusing topic of Medicare set asides. I look forward to our continued collaboration on cases in the future and am very appreciate of the first rate service your company continues to provide to our clients."

Stephan Le Clainche
Formerly of Babbitt, Johnson, Osborne & Le Clainche

When we face difficult post resolution issues, we turn to Synergy. They provide us with the necessary expert advice about Medicare compliance, preservation of public benefits, lien resolution and settlement planning. We don’t need to go anywhere else, they are the experts when it comes to the case after the case. All of those sticky issues, they easily navigate and let us focus on other issues.

Andrew Knopf
Knopf Bigger

Ready to schedule a consultation?

The Synergy Settlements team will work diligently to ensure your case gets the attention it deserves. Contact one of our legal experts and get a professional review of your case today.

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