POLICIES & EDUCATION COURSES Employee Training <Month Day, Year>

©2013 Convercent. All rights reserved.

Training Agenda Introduction to Convercent Getting started Access after the initial setup Completing policies Completing education courses Helpful reminders ©2013 Convercent. All rights reserved.

Introduction to convercent Convercent helps our organization: Centralize our policies and education courses for easy employee access Provide an online solution that is accessible by employees anytime and anywhere Easily communicate policies and education requirements to employees with set due dates and reminders Provide a personalized dashboard for each employee clearly displaying items that require their attention ©2013 Convercent. All rights reserved.

Getting Started ©2013 Convercent. All rights reserved.

Getting started with Convercent is quick and easy! Step 1 Look for your welcome email Step 2 Verify your account Step 3 You must first activate your Convercent account to access our policies and education courses. Log in ©2013 Convercent. All rights reserved.

Look for your welcome email Step 1 Look for your welcome email A Welcome to Convercent email will be sent to each employee. Click Get Started Now to set your password and security question and answer. ©2013 Convercent. All rights reserved.

Verify your account Verify Your Account Step 2 Enter a security question, answer to your security question, personal password and time zone. Click Create Account. ©2013 Convercent. All rights reserved.

Log in Log in Step 3 Enter your username and password to log in. Username: this is your email address Password: this is your personal password ©2013 Convercent. All rights reserved.

Logging in takes you to your personal dashboard with access to: Convercent Dashboard Logging in takes you to your personal dashboard with access to: Actions Required Policy and education courses that require your attention. Newest Policies Our policy library with the newest policies highlighted for general reference. Newest Courses Our course library with the newest courses highlighted for general reference. Values & Initiatives Our company values and current initiatives. ©2013 Convercent. All rights reserved.

Access Following the initial Setup ©2013 Convercent. All rights reserved.

Two easy ways to access Convercent after the initial setup: Access Following the Initial SetUp Two easy ways to access Convercent after the initial setup: 1 Go directly to https://convercent.com/login 2 Click the link provided in the Convercent email when you are notified that there are items requiring your review and completion. ©2013 Convercent. All rights reserved.

Action Required List The Action Required section of your dashboard lists the policies and education courses for your review and completion. Each item specifies the policy or course name and due date. Simply click the policy or course to view the full details and complete the required action. ©2013 Convercent. All rights reserved.

Completing Policies ©2013 Convercent. All rights reserved.

Policies Reviewing & Attesting to Policies Step 1 Step 2 Step 3 Select the policy from your ‘Action Required’ list. Click Download to review the policy. Click Attest and type in your name to complete the requirement. ©2013 Convercent. All rights reserved.

Completing Education Courses ©2013 Convercent. All rights reserved.

Education courses may be delivered in multiple formats, including: Completing Education Courses Education Courses Education courses may be delivered in multiple formats, including: e-learning courses slide presentations videos A course may also contain one or more items that require completion in order to finish the course. ©2013 Convercent. All rights reserved.

To begin a course, select any course from your ‘Action Required’ list. Completing Education Courses Step 1 To begin a course, select any course from your ‘Action Required’ list. Step 2 Next, click Start Course to view and complete each item within the course. ©2013 Convercent. All rights reserved.

Once finished, the e-learning course will be marked Complete. Completing Education Courses Step 3 For e-learning courses, click Launch Course to launch the course in the Convercent SCORM player. Review the course material and complete the required activities within the SCORM player. Once finished, the e-learning course will be marked Complete. ©2013 Convercent. All rights reserved.

Completing Education Courses Step 4 For slide presentations, click Download to access the presentation materials. Review the presentation materials and when done, click Complete Module. ©2013 Convercent. All rights reserved.

Completing Education Courses To complete the presentation materials, you will be asked to attest that you have read, understood and have completed the necessary course work. To do this, type in your name as it appears above and select attest. Step 5 Once you have attested, the presentation module will be marked Complete. ©2013 Convercent. All rights reserved.

For videos, click Visit Site to view the video. Completing Education Courses Step 6 For videos, click Visit Site to view the video. When finished watching the video, click Complete Module. ©2013 Convercent. All rights reserved.

Once you have attested, the video module will be marked Complete. Completing Education Courses Step 6 To complete the video module, you will be asked to attest that you have read, understood and have completed the necessary course work. To do this, type in your name as it appears above and select attest. Once you have attested, the video module will be marked Complete. ©2013 Convercent. All rights reserved.

Helpful Reminders ©2013 Convercent. All rights reserved.

Helpful Reminders Only the policies and education courses that appear in your ‘Action Required’ list require completion. Policies and education courses can be completed at your own pace and accessed at any time from your ‘Action Required’ list prior to the due date. As policies and education courses are completed, they will be automatically removed from your ‘Action Required’ list. A full list of policies and education courses can be viewed at any time from the policy and education course libraries. Simply click the link provided in the policies and education courses sections of your dashboard. These are for reference only and do not count toward your completion status. ©2013 Convercent. All rights reserved.

©2013 Convercent. All rights reserved.