Adaptrix, Inc.
Human Capital Management
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 Affiliate
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Associate Portal
Welcome to the internal website for Adaptrix associates. Here you will find information and resources to assist with your startup and operations as a member of our team. We are always looking for ideas on content which will be helpful to the team, so if you have sugestions please e-mail David Wells.
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Associate Tools
NEW! - You can now use Google to search our website for the page or document you need:
We have established a standard process for on-boarding new consultants. You can download our consultant startup checklist (in MS-Word format) by clicking the link above.
We have set up a few custom features for the CBiz HCM application, such as User-Defined Fields. In order for our consultants to use these definitions, after the two-step CBiz install process, you need to download the customizations by clicking the link above. Save the zip file to your desktop, and then copy its contents into the CBiz custom folder which is typically located at c:/Program Files/Cbiz/CBizData/Customize
Click this link to download basic instructions for using your RingCentral 800 service, including forwarding incoming calls to your home office or cell phone and managing your voicemail.
Phone/E-mail Scripts :
Fee Split Scenarios Worksheet
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Candidate Phone Call Script