august 2017clients.foundationsoft.com/pdf/employee/companyppt.pdf · 2020-02-24 · 08/28 delia...
TRANSCRIPT
August 2017
THE FOLLOWING HOLIDAYS
Sep. 4 Labor Day Nov. 23 ThanksgivingNov. 24 Day after ThanksgivingDec. 25 Christmas
OFFICES CLOSED
ADMIN
Did you know…?
We have three Notaries Public here at Foundation. These three individuals are available to help you with a notarization if/when you need assistance:
Ed FrantzConnie Lindow
Samantha Mercer
FOUNDATION BENEFITS AND PERKS
CLIENT SERVICESFOUNDATION
Client Services is excited for the switch from Clientele to SuiteCRM
While it’s an adjustment, SuiteCRM’s new functionality will benefit client services in these ways:
• SuiteCRM will provide more information within the specific areas of FOUNDATION
in which the clients are needing assistance.
• SuiteCRM will also provide better tracking of calls and retain a more accurate call history.
We appreciate all of the hard work that went into getting this project to completion!
RESEARCH & DEVELOPMENT
Matt Fernandez joined Foundation Software as a junior Web developer on July 10.
Welcome, Matt!
FOUNDATION NEW EMPLOYEE
TRAININGFOUNDATION
New to the Training Department: Tiered Consulting
Already underway since late July, Stefanie Walesch, Denver Sperry, Dan Arnold, and Scott Odachowski are rotating one week per month to perform on-site consulting.
This consulting will be geared towards newer clients looking to take the next steps with FOUNDATION after going live.
FOUNDATIONEMPLOYEE SPOTLIGHT
Our very own Neal Klabunde (payroll processor) is featured in this month’s Strongsville Magazine. He is highlighted in an article titled, “Keeping Strongsville Green,” which recognizes individuals who are working to plant and preserve nature.
Neal is one of two people leading the charge for the city’s first community garden and he also owns Dirty Fingernails Nursery with his wife.
Way to go, Neal!
RESEARCH & DEVELOPMENT
Liberty Wesley joined Foundation Software as a junior Web developer on July 10.
Welcome, Liberty!
FOUNDATION NEW EMPLOYEE
MARKETINGFOUNDATION
CPA Construction Conference (August 22-24)
This month we will welcome construction-focused CPAs from all across the United States to our 4th Annual CPA Construction Conference.
This conference is for CPAs who are “New Users” to FOUNDATION; providing them with a better understanding of how to navigate the software and the reporting capabilities it provides.
RESEARCH & DEVELOPMENT
Garrett Broberg joined Foundation Software as a Web developer on July 10.
Welcome, Garrett!
FOUNDATION NEW EMPLOYEE
RESEARCH & DEVELOPMENT
Andrew Serger joined Foundation Software as a junior Web developer on July 10.
Welcome, Andrew!
FOUNDATION NEW EMPLOYEE
WELLNESS PERKSEMPLOYEE
Get FIT at Foundation!
Fitness ClassesMondays NOON-12:40pm Fitsanity with Christi Skala
Wednesdays NOON-12:50pm Yoga with Susan MIhaloew
Thursdays NOON-12:40pm Fitsanity with Christi Skala5:15-6:00pm Hard Body with Christi Skala
Fridays 6:45-7:30am Circuit with Christi Skala
Personal Training with Tami Haberman: Tuesday, Wednesday, and Thursday time slots available weekly
*Sign up on Mindbodyonline.com
WELLNESS PERKSEMPLOYEE
What to expect at your first personal training session with Tami Haberman:
1. Review completed forms
2. Postural Assessment
3. Body Fat Analysis (if desired)
4. Entry level workout based on your personal fitness goals.
HUMAN RESOURCESFOUNDATION
Looking for HR forms?
Check out the “Employee Resource and Information” folder in the G drive!
This new folder will serve as a resource in which employees can review and retrieve HR and administrative forms and information.
It will contain a variety of documents including:
• Employee handbook• Benefit forms• Health & wellness
information
• Payroll forms• Expense forms• Up-to-date seating chart
for both buildings
RESEARCH & DEVELOPMENTFOUNDATION
That’s Suite!
The launch of SuiteCRM is the result of months upon months of development work customizing SuiteCRM for our environment. It also required modifying numerous applications that were dependent on Clientele.
Congratulations to Melora Ode and Chris Bowen for leading the project to a successful company-wide launch!
PROJECT MANAGEMENTFOUNDATION
August Project Status Update
Research/Design Development Testing
• ePay
• QuickBooks Integration Online and Desktop Version
Launch
• eAccess
• Mobile RFC Entry• Mobile PO Entry• PM Standalone• Material List
(RFQ)• Expected
Payroll (P4C)• One-Click
Processing (P4C)
• Mobile Imaging• Mobile Approval
Overhaul• Mobile Timecard
Signatures• Mobile GPS
Location • UPS Delivery
Integration (P4C)• PM Module:
Better Contact Management
BENEFITS & PERKSEMPLOYEE
Did you know that our employees have the option for free or reduced-rate memberships at the following organizations:
· Columbia Hills Country Club — Special, discounted monthly dues on both golf and social memberships | Waived initiation and food minimums
· Strongsville Recreational Center— Company-paid membership for individuals, couples, or families.
**See Jen Segreti for membership details and applications!
PAYROLL4CONSTRUCTION.COMP4C
We’d like to welcome Major Tucker, our newest payroll processor as of July 10!
Welcome, Major!
NEW EMPLOYEE
BENEFITS & PERKSEMPLOYEE
Did you know. . .
Foundation Software and Payroll4Construction.com will reimburse employees up to $100 for run/walk race fees per year!
Employees are reimbursed through completion of an expense report with a copy of their receipt.
* See HR with any questions!
EMPLOYEE CONCIERGEFOUNDATION
Our employee concierge Lindsey can help you out with many things for free, such as:
Oil changes, researching daycare costs, looking up vendors on Angie’s List, making bank deposits and more!
She’s happy to run errands during her shifts on Tuesday, Wednesday and Thursday.
Just email her at [email protected]!
UPCOMING TRADE SHOWSFOUNDATION
August 10-11 | CFMA Annual Louisiana Conference (New Orleans, LA)
September 21-22 | CFMA Ohio Valley Construction Conference (Louisville, KY)
September 24-26 | CFMA Southwest Regional Conference (Las Vegas, NV)
September 27-28 | CFMA Buckeye Regional Conference (Toledo, OH)
October 8-10 | NECA 2017 (Seattle, WA)
SALESFOUNDATION
CPA Roadshows continue in August
This month, we’ll be doing three on-site visits for training and sales:
California – We’ll visit JGR (Johnston, Gremaux & Rossi, LLP) who has more than 30 clients on FOUNDATION®.
Maryland – Our team will meet with Source One Accounting who has more than 40 FSI clients.
Indiana – We’ll visit Harding Shymanski who we are trying to increase shared clients with.
BIRTHDAYSAUGUST
08/01 Matt Maniscalco08/05 Steve Antill08/05 Matt Spiewacki08/06 Derek Eklum08/08 Chad Ode08/09 Rob Chiuchiarelli08/13 Brett Vidmar08/17 David Pratt08/17 Kim Vargas08/18 Brian Cancian
08/18 Jo Ann Solnick08/23 Jacob Poldruhi08/24 Kim Belko08/24 Brandon Rhines08/25 Jarred Bournigal08/25 Bethanie Jones08/28 Eric Vittardi08/28 Delia Cianci08/30 Eryka Basil
AUGUST EMPLOYEESANNIVERSARIES
Patrick Smith seventeenyrsFrank Osborn seventeenyrsBrian Cancian fifteenyrsDebra Smole elevenyrs
Mary Campagna tenyrsChristi Skala sixyrsCarrie Galla sixyrs
Dan Daugenti oneyrLarry West oneyr
Josh Kish oneyrJoe LaBianca oneyr
Donna Skyrm fouryrs
Kevin Zarefoss threeyrs
Neal Klabunde twoyrsMary Jo Strickland twoyrs
Chris Kundmueller fouryrsRobin Olshavsky fouryrs
Programmer/Analyst QuickBooks® Third Party Senior Web Developer Integration Specialist UX/UI Designer
THE FOLLOWING POSITIONSWE’RE HIRING!
We’re currently looking to fill a variety of positions at Foundation Software and Payroll4Construction.com! Know someone who will be successful with our companies? Ask them to send their résumé to [email protected] and mention your name. You could receive a $250 referral fee if they’re hired!