Difference between revisions of "New Staff Member Orientation"

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(→‎HR paperwork and policy briefing: where to find hard copies of blank I-9, W-4 and direct deposit forms)
 
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The following more or less applies to all staff members whether they be collective members, interns, or long term substitutes, even though parts refer to the staff collective specifically.
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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.  
  
==Buddies==
+
==Checklist==
A "buddy" is assigned by [[HR]] to newly hired collective members to guide them through their probationary period.
+
When a new staff member is hired, it is important that he or she receives a general Free Geek orientation beyond the standard on-the-floor trainings. The new staff member's supervisor or designated trainer (formerly [[buddy]]) is responsible for making sure that the following steps are accomplished to ensure general orientation. Many of these training steps must be led by other people, but it's the supervisor/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/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: _____________________________________
 +
 
 +
Start Date: _____________________________________
 +
 
 +
 
 +
 
 +
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 +
|- style="background:black; color:white"
 +
!| Paperwork/documentation prepration <br> (should be done *the week before* new hire's start date)
 +
!| Date
 +
!| 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 ||  ||
 +
|-
 +
|| Update [[HR Calendar]] with date of hire, 3-month probationary goal setting, 6-month probationary review  ||  ||
 +
|-
 +
|| Create Personnel File ||  || 
 +
|-
 +
|}
 +
 
 +
 
 +
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 +
|- style="background:black; color:white"
 +
!| 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) ||  || 
 +
|-
 +
|| 1-hour till training with Michael (if applicable) ||  || 
 +
|-
 +
|| 1-hour [[Ewaste Training|Oregon E-Cycles training]] with Liane (or other designated staff 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
 +
!| 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  ||  ||  ||
 +
|-
 +
|| [[Expectations for All Paid Workers]] ||  || 
 +
|-
 +
|}
  
==Checklist==
 
When new staff is hired there are several steps that need to be performed. It's the buddy's job to make certain these steps are accomplished. Some of these things must be done by other people (e.g. an ASS) but it's the buddy's responsibility to make certain that it get's done.
 
  
=== HR paperwork and policy briefing ===
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{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
* Gather applicable tax information (HR is responsible for this, but right now it's being done by RFS.)
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|- style="background:black; color:white"
** I-9 form  pdf form located on the [[Free Geek's internal application server|application server]] in fgstaff/forms directory
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!| Physical orientation <br> (should be completed during new hire's *first week*)
** W-4 form  pdf form located on [[Free Geek's internal application server|application server]] in fgstaff/forms directory
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!| Date
** (If you don't want to print these forms off the server, there are also hard copies in the Admin drawer of the Monkeyhouse filing cabinet).
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!| New Hire Initials
** (After the forms are complete file them in the employee's folder in the Admin drawer of the filing cabinet in the Monkeyhouse.)
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!| Staff Initials
** Also see if they want to have [[Direct Deposit of paychecks]] started for them
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|-
* Shown the [[Staff Orientation Howto]] and the [[Staff Handbook]]
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|| [[Safety]] training. Details on that page. ||  ||  ||
** Explain vacation/sick/holiday policies (see [[Policies#Staffing and HR]] page for a list of relevant policies.)
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|-
** Put on committees (The scheduler records this, but the new hire should choose the committees.)
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|| Get keys, add to [[Keyholders]] and provide education ([[After Hours Access Policy]])  ||  ||  ||
* Signed up for health and dental (HR is responsible for this. Right now it's being done by Shawn.)
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|-
* Incorporated into the work schedule (The scheduler does this.)
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|| Workspace/Office  ||  ||  ||
* Record their first day of work in the [[Hiring and Job Calendar]]
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|-
 +
|| Disburse a laptop (see a Reuse Coordinator) ||  || 
 +
|-
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|| Set up phone (if applicable) and add to [[Phone Extension List]] ||  ||  ||
 +
|-
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|| Where to park your car  ||  ||  ||
 +
|-
 +
|| Where to keep your personal belongings  ||  ||  ||
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|-
 +
|}
  
=== Physical orientation ===
 
* Given [[Closing]] training and educated on the use of the '''locks''' list and [[After Hours Access Policy]].
 
*: ''if applicable given keys (Update [[Keyholders]] page)''
 
* Workspace ''(should reword this)''
 
** Workspace should have a personal computer or terminal for new collective members
 
** Find place for him/her to put stuff/papers, etc. (Action committee's job to make sure there's a place if issues arise.)
 
  
=== [[ASS]] & Other technical stuff ===
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{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
* Given Free Geek email address (ASS needed)
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|- style="background:black; color:white"
* Given account on the application server. (ASS needed)
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!| Accounts and lists <br> (should be completed during new hire's *first week*)
** If a collective member added to ''fgstaff'' group
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!| Date
** If needed add to ''beancounters'' group as well
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!| New Hire Initials
* Email lists. (a staff member with mailman admin privs can do this)
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!| Staff Initials
** staff list if collective member
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|-
** core list
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|| Create a Free Geek email address (and add to [[Handles]] ||  ||  ||
** locks list if receiving a key
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|-
** interns, exploratory workers, and non collective workers need to be added to paidworkers list as well.
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|| Create database account  ||  ||  ||
* Given RT account and added to appropriate group (a staff member with rt admin privs can do this)
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|-
** collective members should be added to fgstaff group
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|| Create RT account  ||  ||  ||
** others should be added to fgcore group
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|-
* Check with phones coordinator to see if extension/voicemail is needed.
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|| Create wiki account  ||  ||  ||
* Add to staffworksheet.gnumeric spreadsheet in /usr/local/beancounters/payroll for reporting payroll (beancounter needed)
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|-
* Add to contact-info in fgstaff directory on application server
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|| Create an Application Server account (fgstaff, beancounters) ||  ||  ||
 +
|-
 +
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki  ||  ||  ||
 +
|-
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|| 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 ===
 
* Give new person a workstation or terminal
 
** Create a link to the fgstaff directory on the [[Free Geek's internal application server|application server]] in their home directory (if collective member)
 
** Create a link to the beancounters directory on the [[Free Geek's internal application server|application server]] in their home directory (if needed)
 
* Email archives http://lists.freegeek.org/listinfo and the bottom of [[Help:Search]] for how to quickly search them.
 
* RT http://todo.freegeek.org/
 
* Wiki http://wiki.freegeek.org/
 
* Database http://data/  (only accessible from inside)
 
** Where and how to record work hours http://noonien/sched/enterID.php
 
  
=== Cultural indoctrination ===
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{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
* Oriented to our meeting structure, including how to scribe and facilitate. Check out [[Consensus]] wiki page.
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|- style="background:black; color:white"
* Introduced around to core volunteers
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!| Technical infrastructure orientation <br> (should be completed during new hire's *first two weeks*)
* Get photo and bio for staff page(if intern or collective member)
+
!| 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) ||  || 
 +
|-
 +
|}
  
==Other duties==
 
The buddy should also:
 
* check-in once a week,
 
* be the "go to" person for questions,
 
* be proactive about questions and issues, and
 
* be sure to check in on how the new member is doing on completing goals. These goals could have been from the staff or from the new member themselves. The buddy can even help the new collective member distill action plans from items in their job description.
 
  
==Current buddies==
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{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 +
|- style="background:black; color:white"
 +
!| Cultural orientation <br> (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 ([[Consensus]] and [[Facilitator/Scribe Training]]) ||  ||  ||
 +
|-
 +
|| 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) ||  ||  ||
 +
|-
 +
|| Attend a tour (11 AM or 4 PM) ||  ||  ||
 +
|-
 +
|| [[Free Geek FAQ]]  ||  ||  ||
 +
|-
 +
|| [[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]]  ||  ||  ||
 +
|-
 +
|| Documentation (why it's important, where to document what)  ||  ||  ||
 +
|-
 +
|}
  
; Sergio ''(explorer)''
 
: Dave is the buddy
 
; Jenn ''(intern)''
 
: Liane
 
; Nori ''(intern)''
 
: Richard is the buddy
 
; Francisco ''(intern)''
 
: Richard is the buddy
 
; Dana ''(intern)''
 
: Elizabeth is the buddy
 
  
==Interns==
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{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
There may be a few things we need to extend on for particular internships
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|- 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  ||  ||  ||
 +
|-
 +
|| Print and complete the [[Media:Training_evaluation.odt|Training Evaluation form]] ||  ||  ||
 +
|-
 +
|}
  
[[Training Guide for Front Desk Internship]]
 
[[Category:HR]]
 
[[Category:Hiring]]
 
 
[[Category:Howto]]
 
[[Category:Howto]]
 +
[[Category: Procedures]]
 +
[[Category: Orientation]]

Latest revision as of 11:18, 6 November 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 a new staff member is hired, it is important that he or she receives a general Free Geek orientation beyond the standard on-the-floor trainings. The new staff member's supervisor or designated trainer (formerly buddy) is responsible for making sure that the following steps are accomplished to ensure general orientation. Many of these training steps must be led by other people, but it's the supervisor/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/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: _____________________________________

Start Date: _____________________________________


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


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)
1-hour till training with Michael (if applicable)
1-hour Oregon E-Cycles training with Liane (or other designated staff 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
Expectations for All Paid Workers


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 a Reuse Coordinator)
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 (Consensus and Facilitator/Scribe Training)
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)
Attend a tour (11 AM or 4 PM)
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
Print and complete the Training Evaluation form