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(The following is not intended to represent firm policy)
Office Etiquette
Don't pick up a senior's phone when it rings – Only use the third line on the phones to make and receive calls (this applies to 7th floor personnel)
Pertaining to the above issue, in cases where there is no third line available on the phone, be professional when answering the phone and learn how to forward the caller into voicemail, when necessary (this applies particularly to 8th floor personnel…be patient, third lines will be added to most 8th floor phones)
Don't take supplies off desks and not replace them
Don't snatch blue cords from the data jack in the wall. It breaks the pins and then the cords are useless.
Don't leave your trash at the desk (remember what Mom said)
If you think the desk you are sitting at is messy or unorganized, do not reorganize it
Don't look through desks that are not yours
If you break the copy machine, don't just walk away and pretend someone else did it
If you have available time, feel free to browse the Web, check Lotus Notes, play an occasional game, talk on the phone, but be professional and discreet at all times. You never know who is going to walk by…
If you are available, there are also self-studies that can be done and charged-in
Please DO the jobs on SOSOS and the take them OFF of the database
Check your mail folder as often as you can
Don't discuss very personal things on the phone or with others at the office that you don't want others to hear – Cubes are NOT very sound proof
Don't make excessive personal phone calls
Dress appropriately – people do notice and do remember (when in doubt-over dress)
Secure your personal belongings – lock up your computer and put your purse in your vault or a locked drawer
If you hear the senior mention an errand that needs to be done, volunteer for it. Also, don't be offended if you're asked to go make copies, foot a schedule, or go buy cookies – welcome it as a break.
Generally speaking, it is important to go to lunch with your team. True, everyone has the occasional errand to run, but being seen as a team player is essential.
Around the Office
Coffee (Seattle's Best) and Hot Chocolate (Regular and Sugar Free) are free and available in the office on the 7th and 10th floors
The ice machines are located on the 8th and 10th floors
The security guard who sits in the lobby in the afternoon is named Louis
There is a messenger service on the 10th floor next to the mailroom. The extension for the mailroom is 7MAIL.
Confirms are located and can be checked on the 10th floor
General Files is on the 10th floor
Also on the 10th floor is the Take Ten Café- with TV's, vending machines, microwaves, coffee, and a decent view
Human Resources is on the 11th floor
The resource management center (library) is located on the 11th floor
Technology Services is located on the 11th floor (this is where you go to fix your computer, get a new lock, etc.). Their extension is 7HELP.
- Extra supplies are available in the mail and copy rooms
Technology
Check your voicemail 3-4 times a day…not once a week and not 20x a day
When leaving messages on voicemail to other firm employees, call through the voicemail system so they can easily respond to your message
Leave concise voicemail messages (i.e. don't ramble). If you get halfway into a message and realize it's too long, hit the * key and start again
Don't look at anything on the Internet you wouldn't want your mother to see, Big Brother is watching
Lotus Notes are being watched as well…
Try to check your Lotus Notes once a day if possible
Do not be logged into Lotus Notes all day at a client site
Cell phones are not to be displayed, talked on, or let ring at a client site
Try to do your time report correctly the first time, it is a pain to fix
CPA Exam
You need to pass the CPA exam to become a manager at the firm (this applies only to the assurance practice)
You can charge-in the cost (not time) for sitting for the CPA exam – only once, unfortunately
If you have available time, there is a charge number for studying for the exam
Convisor Duffy CPA exam review books are available for you in HR
Scheduling
Schedule vacation far in advance if you want to take some
Don't plan on taking vacation during busy season
Don't be afraid to ask your senior/manager on jobs for personal time off – funerals, doctors, etc – charge the time to vacation or take work home to make up the hours
If you are sick, be sure to leave your senior a voicemail message
Just because you are scheduled 40 hours a week does not mean that you can walk out the door at 4:59 p.m., ALWAYS check with your senior before leaving
Be on time
Be proactive and assertive with operations personnel and pyramid managers when discussing job/industry preferences…but remember, no one has the perfect schedule
Charging In Time and Expenses
Some things can be charged in (i.e. stamps, cabs, dinner), ask your senior
If you work really late, you can probably charge in a cab ride—to your home if you live in the city, to the train station if you live in the suburbs. But again, be sure to ASK the senior before you try it.
Don't ask your senior for money. Pay for whatever it is and then charge it in later
Time spent at recruit lunches and exit lunches should be charged to those charge numbers and not to the client
Time spent to fix computer problems is charged to the client
Feel free to volunteer for recruiting activities, but ask your senior first
Always ask for a charge number when you do a job – Don't work for free
Charge in the actual amount of time that you spend working on a client
Save all of your receipts and keep photocopies of the ones you send to the AOC
Use your Diner's Club card – you get bonus points and can get cool things
Miscellaneous
Limit your alcohol intake at work functions even if it is free (i.e. don't get really wasted)
The preferred breath mint of the division is Altoids
The firm's philosophy is work hard, play hard
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