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Employee Education and your Tax School

Presenter

Presentation Notes

Welcome to this course on Managing Tax School Leads. Tax School is an important component of the tax business. You need a quick, efficient way to manage the process of people inquiring, enrolling and completing tax school classes. The Employee Education eService assists you in the enrollment of tax school leads and the monitoring of tax school students and their progress. When you use this eService and all of its features, you ease the rollout of this important business function. To begin, let’s discuss how tax schools really benefit the business…

Tax Schools and Courses at Jackson Hewitt

• Critical part of the company’s success:– Introduces the public to Jackson Hewitt.– Demonstrates our commitment to quality tax

preparation.– Provides learning opportunities about tax

preparation.– Offers continuing education to those who

seek greater tax knowledge.

Presenter

Presentation Notes

Tax Schools are important to the tax business in many ways. First, our schools introduce Jackson Hewitt to the general public as a leader in tax preparation. For those not familiar with the Jackson Hewitt brand, tax schools let people know that we prepare tax returns! Tax schools also demonstrate our commitment to quality tax preparation. Through our efforts to educate ourselves and others about taxes, we show our communities that we place a high value on quality and accuracy in preparing tax returns. Tax schools also provide learning opportunities to people who want to learn more about taxes. For many people, preparing their annual tax return is a daunting task. Even those who use a paid preparer may want to enhance their knowledge in the process of preparing and filing their tax return. Our tax schools offer excellent learning opportunities for those who seek to improve their tax knowledge for personal or job-related reasons. Though completion of tax school programs is neither an offer nor guarantee of employment, some people who learn about Jackson Hewitt through our schools become candidates for employment at various office locations. So now that we know how important tax schools are to the business, let’s begin to learn about the tools and resources that ease the rollout of this important business function.

Employee Education eService

• The Employee Education eService helps facilitate the process.– Create courses– Enter leads– Register leads/employees– Track and monitor attendance– Evaluate students– Hire A Student

Presenter

Presentation Notes

From the eServices tab on JHnet you’ll find Employee Education. The purpose of this application is to create and maintain tax education classes and employee seasonal training sessions, it will help you Using this eService you can: Create courses Track and enter leads Enroll students Track and monitor attendance Evaluate students Hire a student This module focuses on the process of tracking and entering leads. The number of students actually enrolled in each class depends on the way you handle potential students or leads. It’s important to have a consistent, reliable method for tracking those who inquire about tax school classes so that they receive the right information and are then encouraged to enroll in the class. Think of the Employee Education eService as your contact management system. When information is entered into the system accurately, it serves as a powerful tool to help you track, manage and even analyze your leads (remove leads and change to tax school). So use it to make your job easier from the start! Let’s review the specific learning objectives of this module…

Create Courses

1. Access Employee Education under eServices

2. Select New3. Enter Class Info, Class Location, and

Schedule & Fees4. Select Save

Select New

Class Information, Class Location, and Schedule & Fees

Enter Leads into Employee Education


2. Select Find: Lead/Employee3. Enter Last Name4. Enter Type5. Select Find

Presenter

Presentation Notes

Here’s a quick view of the steps required to enter a lead into employee education. Remember, a lead is anyone who expresses an interest in a Jackson Hewitt tax school class or course. Let’s quickly review the steps as listed here, and then on the next screens, we’ll discuss each step in detail. To begin, access employee education from the eServices tab. Select Find a lead or employee. You’ll need to enter the last name and the type… meaning whether you want to enter or find a lead or student. Then, select Find. Now let’s look at each step in detail…

Employee Education: Main Menu

Presenter

Presentation Notes

Here’s the main menu of Employee Education. Notice the drop-down menu from Find at the top of the screen. Here’s where you choose Lead or employee. Now you’ll get this next screen. Here’s where you enter the lead’s last name and type – for our example that would be lead. Now click find. This process allows you to assure you are entering a brand new lead. IT’S IMPORTANT TO SHOW UPDATING AN EXISTING LEAD. ALSO, WE SHOULD STRESS THAT EMPLOYEES (EITHER ACTIVE OR INACTIVE) ARE NOT CONSIDERED LEADS.

Duplicate Lead Prompt

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Presentation Notes

If a record for that person already exists, you should update the existing record. If a new lead is entered when the lead that has the same name and phone number, you will receive a message indicating that the same name already exists in the system. When you click on OK, you update the existing record. If you are sure you are adding a new lead, you may click on cancel to proceed with entering a new lead, but please remember that this causes duplicates in the system which causes problems with your usernames, call campaign, and mail campaign. We’ll learn more about duplicate leads in just a bit. For now, let’s continue with adding our new lead or person inquiring about a tax school.

Sections of Leads Information

1. Personal2. Regulatory3. Contact Information4. Communication5. Inquiry

Presenter

Presentation Notes

At this point, we know for sure that we’re adding a brand new lead. So, we continue by adding personal, regulatory, contact information, communication and inquiry information into this new record. Let’s take a look at the record and see how we’ll add this new information.

Enter a New Lead

Enter a New Lead

Presenter

Presentation Notes

Here’s the file of a new lead, Annie Smith. Note where we add each piece of information… Personal – This is where we capture basic information about the Annie Smith. Regulatory – Here is where we record any available information, like the lead’s registration number or agency affiliation. Here is where you indicate the lead has an affiliation with CTEC. Contact Information – Enter here the best ways to contact your new lead. Try to capture the lead’s email address in addition to phone numbers, so that you have more than one possible avenue to get in touch with your lead. Communication – Indicate the lead’s preferences for methods of contact. Inquiry – Finally, capture how this person came to know of Jackson Hewitt’s tax school, and reasons of interest. Capturing this information will help you access the effectiveness of the various marketing programs that you have implemented. Once this basic information is entered, you may select to save and add another, or if this is the only lead you have to enter right now, just click save. To assure all leads receive ample contact and information about Jackson Hewitt’s tax schools, be sure you enter any new leads into this eService every day. Now, let’s take a closer look at duplicate leads…… Please direct them for more detail to the captivate and/or sessions.

Register Leads/Employees1. Access Employee Education under eServices2. Select Find: Lead/Employee3. Enter Last Name4. Enter Type5. Select Find6. Select the class7. Select the lead/employee8. Register9. Enter payment information

Presenter

Presentation Notes

Once you’ve entered your leads, you might soon be ready to register them for a class. Here’s a quick look at the steps involved in registering a lead in a class. Remember, you must create a class BEFORE you can register a lead. Then, you will select the class, select the student, register the student, and enter payment information. Let’s take a closer look at each step…

Registering Leads/Employee

• Employee Education eService• Find Lead/Employee

Registering Lead/Employee

• Lead

• Employee

Registering Lead

Registering Lead/Employee

Registering Leads/Employee

• New Students– Password: First Login : Username

• Employees never logged in– Password: First Login: Last 4 digits of their SSN

• Employees that have logged in– Existing password

Track and Monitor Attendance


2. Select Find: Class3. Enter Course #4. Select Apply Filter5. Select the class6. Select the attendance & grading tab

Presenter

Presentation Notes

Once you’ve entered your leads, you might soon be ready to register them for a class. Here’s a quick look at the steps involved in registering a lead in a class. Remember, you must create a class BEFORE you can register a lead. Then, you will select the class, select the student, register the student, and enter payment information. Let’s take a closer look at each step…

Attendance & Grading

JH Learning Center – Student Progress (By Individual Student)

Type of Views:

-Started Courses -Completed Courses - Development Plan

JH Learning Center – Student Progress (By Individual Student/Course)

Type of Views:

- Compliance Report (All Views) - Development Plan

JH Learning Center

• Training/Job Aids:– 2008 Learning Center Running Reports

Online Module– Tax School Reporting Job Aids – Available

Late August !– Courses Started but Not Completed Job Aid– Course Scores Report Job Aid– Mandatory Courses Report Job Aid

Employee Education – Student Progress

Employee Education – Student Interested in Employment Opportunities

Employee Education – Recommend the Student

Employee Information – Hire a Student

Employee Education eService - Student has expressed interest in employment opportunities and has been rated by their instructor.



Tools and Resources

• Tax School Series – 5 eSessions• Tax School Page on JH Learning Center

– Recruiter Training:• Using Employee Education eService

– Entering a Lead– Creating a Class– Registering a Student– Attendance and Grading– Evaluating a Student– Hiring a Student

• Operate Your Tax School Business Center

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Documents

tax business

tax returns

important tax schools

business tax schools

tax education classes

tax school classes

enrollment of tax school

quality tax preparation