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.

Get Started »

TESTIMONIALS

"Synergy has been a trusted part of our legal team for many years. They have helped our clients in many cases to understand the benefits of structured settlements. Synergy has protected our clients and us by securing the best annuities on the market with the safest companies available. Our Synergy consultant is a great communicator in explaining the details and benefits of structured settlements to our clients. He has also mentored myself and the other lawyers in our firm in the benefit of Attorney Fee Annuities. Their work with our firm has secured our clients and our financial security and we expect to continue working with him for many years to come."

Brett Panter
Panter, Panter & Sampedro

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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