Difference between revisions of "New Staff Member Orientation"

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(Added timeline, generally updated)
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==Checklist==
 
==Checklist==
 
When new staff is hired, there are several steps that need to be performed. The new staff member's supervisor or designated trainer (formerly [[buddy]]) is responsible for making sure these steps are accomplished. Many of the training steps must be done by other people, but it's the supervisor or designated trainer's responsibility to make certain that it gets done and that a complete hard copy of this document exists in the new hire's file. The supervisor or designated trainer also needs to determine an orientation schedule and share it with the new hire on his or her first day.
 
When new staff is hired, there are several steps that need to be performed. The new staff member's supervisor or designated trainer (formerly [[buddy]]) is responsible for making sure these steps are accomplished. Many of the training steps must be done by other people, but it's the supervisor or designated trainer's responsibility to make certain that it gets done and that a complete hard copy of this document exists in the new hire's file. The supervisor or designated trainer also needs to determine an orientation schedule and share it with the new hire on his or her first day.
 
Begin by printing out this form: [[Media:New-hire-checklist.gnumeric|New-hire-checklist.gnumeric]].
 
 
Fill it out as much as possible. We need to gather the basic information that will be used to make ready user accounts for various tools. Walk the form around to the DPP and scheduler to make sure as much information as possible is available. Select a desk and phone extension. Then have a technocrat set up email and other accounts with dummy passwords. On the worker's first day he or she will update the passwords, fill out the HR paperwork, and get situated at a new desk. This is all to make certain that the worker's first day runs smoothly.
 
  
  
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{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
!| Supervisor/Designated trainer: Do the following *before* new hire's first day
+
!| Paperwork/documentation prepration <br> (should be done *the week before* new hire's start date)
 
!| Date
 
!| Date
 
!| Staff Initials
 
!| Staff Initials
 +
|-
 +
|| Print out a [[Media:New-hire-checklist.gnumeric|New-hire-checklist]]; fill it out as much as possible and give it to Richard (or another technocrat) so that they can set up the appropriate accounts with dummy passwords prior to the new hire's first day. ||  ||
 
|-
 
|-
 
|| Call new hire and ask them to bring a voided check and a passport or a social security card and a state ID on their first day ||  ||  
 
|| Call new hire and ask them to bring a voided check and a passport or a social security card and a state ID on their first day ||  ||  
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|-
 
|-
 
|}
 
|}
 +
  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
!| HR paperwork and policy briefing
+
!| Scheduling trainings: submit schedule requests for the following training sessions <br> (should be done *the week before* new hire's start date)
 +
!| Date
 +
!| Staff Initials
 +
|-
 +
|| 1-hour safety orientation with Darryl (or another representative of the Safety committee) ||  || 
 +
|-
 +
|| 1-hour HR orientation with Mark ||  || 
 +
|-
 +
|| 30-minute lock/security system orientation with Richard ||  || 
 +
|-
 +
|| 30-minute password-setting session with Richard ||  || 
 +
|-
 +
|| 1-hour volunteer management training with Stephen (or other designated collective member) ||  || 
 +
|-
 +
|| Other general and area-specific trainings as necessary ||  || 
 +
|-
 +
|}
 +
 
 +
 
 +
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 +
|- style="background:black; color:white"
 +
!| HR paperwork and policy briefing <br> (should be completed during new hire's *first week*)
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
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|| [[Health Insurance]] explanation/meeting  ||  ||  ||
 
|| [[Health Insurance]] explanation/meeting  ||  ||  ||
 
|-
 
|-
|| [[Staff Handbook]]  ||  ||  ||
+
|| Employee Rights and Obligations (see [[Employee Orientation Resources]]  ||  ||  ||
 
|-
 
|-
 
|| [[Staff Vacation Policies]]/Change in Schedule  ||  ||  ||
 
|| [[Staff Vacation Policies]]/Change in Schedule  ||  ||  ||
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|-
 
|-
 
|| Explain that this position is at-will employment and that he/she is subject to reviews  || || ||
 
|| Explain that this position is at-will employment and that he/she is subject to reviews  || || ||
 +
|-
 +
|| Sexual Harassment Policy ||  || 
 
|-
 
|-
 
|| Conflict of Interest Form ([[Conflict of Interest Policy]])  ||  ||  ||
 
|| Conflict of Interest Form ([[Conflict of Interest Policy]])  ||  ||  ||
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|| Emergency Info Request Form  ||  ||  ||
 
|| Emergency Info Request Form  ||  ||  ||
 
|-
 
|-
 
 
|}
 
|}
  
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{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
!| Physical orientation
+
!| Physical orientation <br> (should be completed during new hire's *first week*)
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
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|-
 
|-
 
|| Workspace/Office  ||  ||  ||  
 
|| Workspace/Office  ||  ||  ||  
 +
|-
 +
|| Disburse a laptop (see Sean) ||  || 
 
|-
 
|-
 
|| Set up phone (if applicable) and add to [[Phone Extension List]]  ||  ||  ||  
 
|| Set up phone (if applicable) and add to [[Phone Extension List]]  ||  ||  ||  
 +
|-
 +
|| Where to park your car  ||  ||  ||
 +
|-
 +
|| Where to keep your personal belongings  ||  ||  ||
 
|-
 
|-
 
|}
 
|}
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{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
!| Accounts and lists (See a member of [[Technocrats]])
+
!| Accounts and lists <br> (should be completed during new hire's *first week*)
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| Create a Free Geek email address ||  ||  ||  
+
|| Create a Free Geek email address (and add to [[Handles]] ||  ||  ||  
 
|-
 
|-
 
|| Create database account  ||  ||  ||  
 
|| Create database account  ||  ||  ||  
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|-
 
|-
 
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki  ||  ||  ||  
 
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki  ||  ||  ||  
|-
 
|| Add to [[Handles]] list  ||  ||  ||
 
 
|-
 
|-
 
|| Add to basic Email Lists (staff and/or paidworkers, regulars, social, locks, minutes)  ||  ||  ||  
 
|| Add to basic Email Lists (staff and/or paidworkers, regulars, social, locks, minutes)  ||  ||  ||  
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{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
!| Technical infrastructure orientation
+
!| Technical infrastructure orientation <br> (should be completed during new hire's *first two weeks*)
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| Email archives http://lists.freegeek.org/listinfo and search  ||  ||  ||  
+
|| Email lists/archives: http://lists.freegeek.org/listinfo and search  ||  ||  ||  
 
|-
 
|-
|| RT http://todo.freegeek.org/  ||  ||  ||  
+
|| RT: http://todo.freegeek.org/  ||  ||  ||  
 
|-
 
|-
|| Wiki http://wiki.freegeek.org/  ||  ||  ||  
+
|| Wiki: http://wiki.freegeek.org/  ||  ||  ||  
 
|-
 
|-
|| Database http://data/  (only accessible from inside FG)  ||  ||  ||  
+
|| Database: http://data/  (only accessible from inside FG)  ||  ||  ||  
 
|-
 
|-
 
|| Where and how to record work hours http://data/worked_shifts  ||  ||  ||  
 
|| Where and how to record work hours http://data/worked_shifts  ||  ||  ||  
 +
|-
 +
|| Application Server (i.e. Talon) ||  || 
 
|-
 
|-
 
|}
 
|}
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{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%  
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
!| Cultural orientation
+
!| Cultural orientation <br> (should be completed during new hire's *first two weeks*)
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
 
!| Staff Initials
 
!| Staff Initials
 +
|-
 +
|| Free Geek structure (see Org Chart)  ||  ||  ||
 +
|-
 +
|| Free Geek [[Mission Statement]] and [[Free Geek Principles]]  ||  ||  ||
 
|-
 
|-
 
|| Orientation to our meeting structure ([[Meeting Tips|Facilitating]], [[Scribe|Scribing]], [[Consensus]]) ||  ||  ||  
 
|| Orientation to our meeting structure ([[Meeting Tips|Facilitating]], [[Scribe|Scribing]], [[Consensus]]) ||  ||  ||  
 
|-
 
|-
|| Introduced around to core volunteers  ||  ||  ||  
+
|| Introduced around to staff and core volunteers  ||  ||  ||  
 
|-
 
|-
 
|| Get photo and bio for staff page(http://www.freegeek.org/staff)  ||  ||  ||  
 
|| Get photo and bio for staff page(http://www.freegeek.org/staff)  ||  ||  ||  
 
|-
 
|-
|| [[Job Descriptions]] for other staff members  ||  ||  ||
+
|| What to expect the first few weeks  ||  ||  ||  
|-
 
|| Explain what to expect the first few weeks  ||  ||  ||  
 
 
|-
 
|-
 
|| What to expect during probationary period  ||  ||  ||  
 
|| What to expect during probationary period  ||  ||  ||  
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|| [[Free Geek FAQ]]  ||  ||  ||  
 
|| [[Free Geek FAQ]]  ||  ||  ||  
 
|-
 
|-
|| [[Standing Staff Committees]] What the committees do and where to send what emails ||  ||  ||  
+
|| [[Employee Orientation Resources#Overview of Programs|Overview of Programs]]: what we do at Free Geek  ||  ||  ||
 +
|-
 +
|| [[Employee Orientation Resources#Avenues of Communication|Avenues of Communication]]: what, how, and where to communicate  ||  ||  ||  
 
|-
 
|-
 
|| [[Netiquette at Free Geek]]  ||  ||  ||  
 
|| [[Netiquette at Free Geek]]  ||  ||  ||  
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|| Documentation (why it's important, where to document what)  ||  ||  ||  
 
|| Documentation (why it's important, where to document what)  ||  ||  ||  
 
|-
 
|-
|| Where to park your car ||  ||  ||  
+
|}
 +
 
 +
 
 +
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 +
|- style="background:black; color:white"
 +
!| Reviewing the training process <br> (should be completed *one month* after new hire's start date)
 +
!| Date
 +
!| New Hire Initials
 +
!| Staff Initials
 +
|-
 +
|| One-month check-in on general and area-specific training status  ||  ||  ||  
 
|-
 
|-
|| Full policy list (see Policy category)  ||  ||  ||  
+
|| Complete the Training Evaluation Form ||  ||  ||  
 
|-
 
|-
 
|}
 
|}

Revision as of 10:47, 22 June 2012

This form should be printed out, completed, and placed in the new staff member's file. Additionally, new staff members should be directed to Employee Orientation Resources to look over during their first few weeks of work.

Checklist

When new staff is hired, there are several steps that need to be performed. The new staff member's supervisor or designated trainer (formerly buddy) is responsible for making sure these steps are accomplished. Many of the training steps must be done by other people, but it's the supervisor or designated trainer's responsibility to make certain that it gets done and that a complete hard copy of this document exists in the new hire's file. The supervisor or designated trainer also needs to determine an orientation schedule and share it with the new hire on his or her first day.


New Hire's Name: __________________________________

Supervisor/Designated Trainer's Name: _____________________________________

Date Processing Started: _____________________________________


Paperwork/documentation prepration
(should be done *the week before* new hire's start date)
Date Staff Initials
Print out a New-hire-checklist; fill it out as much as possible and give it to Richard (or another technocrat) so that they can set up the appropriate accounts with dummy passwords prior to the new hire's first day.
Call new hire and ask them to bring a voided check and a passport or a social security card and a state ID on their first day
Update HR Calendar with date of hire, 3-month probationary goal setting, 6-month probationary review
Create Personnel "File" (RT Ticket)


Scheduling trainings: submit schedule requests for the following training sessions
(should be done *the week before* new hire's start date)
Date Staff Initials
1-hour safety orientation with Darryl (or another representative of the Safety committee)
1-hour HR orientation with Mark
30-minute lock/security system orientation with Richard
30-minute password-setting session with Richard
1-hour volunteer management training with Stephen (or other designated collective member)
Other general and area-specific trainings as necessary


HR paperwork and policy briefing
(should be completed during new hire's *first week*)
Date New Hire Initials Staff Initials
I-9 form
W-4 form
Direct Deposit of paychecks
Ask if they have any previously planned vacations
Health Insurance explanation/meeting
Employee Rights and Obligations (see Employee Orientation Resources
Staff Vacation Policies/Change in Schedule
Arriving Late and Cancellations/Calling in Sick
Signing Checks, Contracts, Invoices
Explain that this position is at-will employment and that he/she is subject to reviews
Sexual Harassment Policy
Conflict of Interest Form (Conflict of Interest Policy)
Emergency Info Request Form


Physical orientation
(should be completed during new hire's *first week*)
Date New Hire Initials Staff Initials
Safety training. Details on that page.
Get keys, add to Keyholders and provide education (After Hours Access Policy)
Workspace/Office
Disburse a laptop (see Sean)
Set up phone (if applicable) and add to Phone Extension List
Where to park your car
Where to keep your personal belongings


Accounts and lists
(should be completed during new hire's *first week*)
Date New Hire Initials Staff Initials
Create a Free Geek email address (and add to Handles
Create database account
Create RT account
Create wiki account
Create an Application Server account (fgstaff, beancounters)
Add to Contact Info list on the staff wiki
Add to basic Email Lists (staff and/or paidworkers, regulars, social, locks, minutes)
Add to job-specific Email Lists (committees/areas)
Add to staffworksheet.gnumeric spreadsheet


Technical infrastructure orientation
(should be completed during new hire's *first two weeks*)
Date New Hire Initials Staff Initials
Email lists/archives: http://lists.freegeek.org/listinfo and search
RT: http://todo.freegeek.org/
Wiki: http://wiki.freegeek.org/
Database: http://data/ (only accessible from inside FG)
Where and how to record work hours http://data/worked_shifts
Application Server (i.e. Talon)


Cultural orientation
(should be completed during new hire's *first two weeks*)
Date New Hire Initials Staff Initials
Free Geek structure (see Org Chart)
Free Geek Mission Statement and Free Geek Principles
Orientation to our meeting structure (Facilitating, Scribing, Consensus)
Introduced around to staff and core volunteers
Get photo and bio for staff page(http://www.freegeek.org/staff)
What to expect the first few weeks
What to expect during probationary period
How to tell you're doing well (on time, floor shifts, moving position forward, commitments)
Free Geek FAQ
Overview of Programs: what we do at Free Geek
Avenues of Communication: what, how, and where to communicate
Netiquette at Free Geek
Documentation (why it's important, where to document what)


Reviewing the training process
(should be completed *one month* after new hire's start date)
Date New Hire Initials Staff Initials
One-month check-in on general and area-specific training status
Complete the Training Evaluation Form