Difference between revisions of "New Staff Member Orientation"

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Update in process. Draft by 3/11/09!
+
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.  
This form should be printed out, completed, and placed in the new staff member's file.
 
 
 
This information is specifically intended for new Staff Collective Members.
 
  
 
==Checklist==
 
==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 gets done and that a complete hardcopy of this document exists in the new hire's file.
+
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.
  
The buddy needs to determine an orientation schedule, and will need to arrange appointments with other collective members who are responsible for parts of the orientation.
 
 
===Type===
 
*Type refers to type of worker. Free Geek employs 5 different types of workers, and they are noted as follows:
 
**C:  Collective Member
 
**I:  Intern
 
**N:  Nother
 
**S:  Substitute
 
**M:  Committed
 
  
 +
New Hire's Name: __________________________________
  
 +
Supervisor/Designated Trainer's Name: _____________________________________
  
New Hire's Name: __________________________________
+
Start Date: _____________________________________
  
Buddy's Name: _____________________________________
 
  
  
 
{| 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
+
!| Paperwork/documentation prepration <br> (should be done *the week before* new hire's start date)
!| Type
 
 
!| Date
 
!| Date
!| New Hire Initials
+
!| Staff Initials
!| Staff Buddy 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. ||  ||
 
|-
 
|-
|| I-9 form '''(MK)''' ||  || ||  || 
+
|| 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 ||  ||  
 
|-
 
|-
|| W-4 form '''(MK)''' || ||  || || 
+
|| Update [[HR Calendar]] with date of hire, 3-month probationary goal setting, 6-month probationary review ||  ||
 
|-
 
|-
|| [[Direct Deposit of paychecks]] '''(MK)''' ||  ||  ||  ||
+
|| Create Personnel File ||  ||   
 
|-
 
|-
|| [[Health Insurance]] explanation/meeting '''(Laurel)''' ||  ||  ||  ||
+
|}
 +
 
 +
 
 +
{| 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
 
|-
 
|-
|| Set up Retirement Plan Meeting '''(Laurel)''' ||  ||  ||  ||
+
|| 1-hour safety orientation with Darryl (or another representative of the Safety committee) ||  ||   
 
|-
 
|-
|| [[Staff Handbook]] '''(Liane)''' ||  ||  ||  ||
+
|| 1-hour HR orientation with Mark ||  ||   
 
|-
 
|-
|| [[Staff Vacation Policies]]/Change in Schedule '''(Liane)''' ||  ||  ||  ||
+
|| 30-minute lock/security system orientation with Richard ||  ||   
 
|-
 
|-
|| [[Arriving Late and Cancellations]]/Calling in Sick '''(Liane)''' ||  ||  ||  ||
+
|| 30-minute password-setting session with Richard ||  ||   
 
|-
 
|-
|| Signing Checks, Contracts, Invoices '''(Liane)''' ||  ||  ||  ||
+
|| 1-hour volunteer management training with Stephen (or other designated collective member) ||  ||   
 
|-
 
|-
|| Committee Selection ([[Standing Staff Committees]]) '''(Darryl)''' ||  ||  ||  ||
+
|| 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 ||  ||
 
|-
 
|-
 
|}
 
|}
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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
+
!| HR paperwork and policy briefing <br> (should be completed during new hire's *first week*)
!| Type
 
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
!| Staff Buddy 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  || || ||
 
|-
 
|-
|| [[Closing]] training '''(Dave)''' ||  ||  ||  ||
+
|| Sexual Harassment Policy ||  ||   
 
|-
 
|-
|| [[Safety]] training. Details on that page. '''(Matteo)''' || ||  ||  ||  
+
|| Conflict of Interest Form ([[Conflict of Interest Policy]])  ||  ||  ||
 
|-
 
|-
|| Get keys, add to [[Keyholders]] and provide education ([[After Hours Access Policy]]) '''(Matteo)''' || ||  ||  ||  
+
|| Emergency Info Request Form ||  ||  ||
 
|-
 
|-
|| Workspace/Office '''(Matteo)''' ||  ||  ||  ||
+
|| [[Expectations for All Paid Workers]] ||  ||   
 
|-
 
|-
|| Laptop '''(Ali)''' || || || ||
 
 
|}
 
|}
  
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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"
!| [[ASS]] & Other technical stuff
+
!| Physical orientation <br> (should be completed during new hire's *first week*)
!| Type
 
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
!| Staff Buddy Initials
+
!| Staff Initials
 +
|-
 +
|| [[Safety]] training. Details on that page.  ||  ||  ||
 +
|-
 +
|| Get keys, add to [[Keyholders]] and provide education ([[After Hours Access Policy]])  ||  ||  ||
 +
|-
 +
|| Workspace/Office  ||  ||  ||
 
|-
 
|-
|| Create a Free Geek email address '''(Richard)''' ||  ||  ||  ||
+
|| Disburse a laptop (see a Reuse Coordinator) ||  ||   
 
|-
 
|-
|| Create a Secure Wiki account '''(Richard)''' || ||  ||  ||  
+
|| Set up phone (if applicable) and add to [[Phone Extension List]] ||  ||  ||  
 
|-
 
|-
|| Create database account '''(Richard)''' || ||  ||  ||  
+
|| Where to park your car ||  ||  ||  
 
|-
 
|-
|| Create RT account '''(Richard)''' ||  ||  || ||  
+
|| Where to keep your personal belongings  ||  ||  ||  
 +
|-
 +
|}
 +
 
 +
 
 +
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 +
|- style="background:black; color:white"
 +
!| Accounts and lists <br> (should be completed during new hire's *first week*)
 +
!| Date
 +
!| New Hire Initials
 +
!| Staff Initials
 
|-
 
|-
|| create wiki account '''(Richard)''' ||  ||  ||  ||  
+
|| Create a Free Geek email address (and add to [[Handles]] ||  ||  ||  
 
|-
 
|-
|| Create an Application Server account (fgstaff, beancounters) '''(Richard)''' || ||  ||  ||  
+
|| Create database account  ||  ||  ||  
 
|-
 
|-
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the secure wiki '''(Richard)''' || ||  ||  ||  
+
|| Create RT account ||  ||  ||  
 
|-
 
|-
|| Add to Email Lists (staff, core, council, minutes, committees) '''(Richard)''' || ||  ||  ||  
+
|| Create wiki account ||  ||  ||  
 
|-
 
|-
|| Add to staffworksheet.gnumeric spreadsheet (Ask a '''beancounter''') '''(Richard)''' || ||  ||  ||  
+
|| Create an Application Server account (fgstaff, beancounters)  ||  ||  ||  
 
|-
 
|-
|| Update [[HR Calendar]] with date of hire, 3-month probationary goal setting, 6-month probationary review '''(buddy)''' || ||  ||  ||
+
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki ||  ||  ||  
 
|-
 
|-
|| Set up Thunderbird on laptop '''(Michael)''' || ||  ||  ||
+
|| Add to basic Email Lists (staff and/or paidworkers, regulars, social, locks, minutes)  ||  ||  ||  
 
|-
 
|-
|| Phone '''(Darryl)''' ||  ||  ||  ||  
+
|| Add to job-specific Email Lists (committees/areas) || ||  ||
 +
|-
 +
|| Add to staffworksheet.gnumeric spreadsheet ||  ||  ||  
 
|-
 
|-
 
|}
 
|}
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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*)
!| Type
 
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
!| Staff Buddy Initials
+
!| Staff Initials
 
|-
 
|-
|| Email archives http://lists.freegeek.org/listinfo and search '''(Sergio)''' || ||  ||  ||  
+
|| Email lists/archives: http://lists.freegeek.org/listinfo and search  ||  ||  ||  
 
|-
 
|-
|| RT http://todo.freegeek.org/ '''(Sergio)''' || ||  ||  ||  
+
|| RT: http://todo.freegeek.org/  ||  ||  ||  
 
|-
 
|-
|| Wiki http://wiki.freegeek.org/ '''(Sergio)''' || ||  ||  ||  
+
|| Wiki: http://wiki.freegeek.org/  ||  ||  ||  
 
|-
 
|-
|| Database http://data/  (only accessible from inside FG) '''(Sergio)''' || ||  ||  ||  
+
|| Database: http://data/  (only accessible from inside FG)  ||  ||  ||  
 
|-
 
|-
|| Where and how to record work hours http://noonien/sched/enterID.php '''(Sergio)''' ||  ||  ||  ||  
+
|| 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*)
!| Type
 
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
!| Staff Buddy 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]]) '''(Ali)'''||  ||  ||  ||  
+
|| Orientation to our meeting structure ([[Consensus]] and [[Facilitator/Scribe Training]]) ||  ||  ||  
 
|-
 
|-
|| Introduced around to core volunteers '''(buddy)''' || ||  ||  ||  
+
|| Introduced around to staff and core volunteers  ||  ||  ||  
 
|-
 
|-
|| Get photo and bio for staff page(http://www.freegeek.org/staff) '''(Luiz)''' || ||  ||  ||  
+
|| Get photo and bio for staff page(http://www.freegeek.org/staff)  ||  ||  ||  
 
|-
 
|-
|| [[Job Descriptions]] for other staff members '''(Darryl)''' || ||  ||  ||  
+
|| What to expect the first few weeks ||  ||  ||  
 
|-
 
|-
|| [[Staff Responsibilities|this page]] || ||  ||  ||  
+
|| What to expect during probationary period ||  ||  ||  
 
|-
 
|-
|| Don't tell them they are required to bring donuts to the first staff meeting '''(everyone)''' ||  ||  ||  ||  
+
|| How to tell you're doing well (on time, floor shifts, moving position forward, commitments) ||  ||  ||  
 
|-
 
|-
|| Explain what to expect the first few weeks '''(buddy)''' ||  ||  ||  ||  
+
|| Attend a tour (11 AM or 4 PM) ||  ||  ||  
 
|-
 
|-
|| what to expect during probationary period '''(buddy)''' || ||  ||  ||  
+
|| [[Free Geek FAQ]] ||  ||  ||  
 
|-
 
|-
|| How to tell you're doing well (on time, floor shifts, moving position forward, commitments) '''(buddy)''' ||  ||  ||  ||  
+
|| [[Employee Orientation Resources#Overview of Programs|Overview of Programs]]: what we do at Free Geek ||  ||  ||  
 
|-
 
|-
|| Command Line Navigation '''(Ali)''' ||  ||  ||  ||  
+
|| [[Employee Orientation Resources#Avenues of Communication|Avenues of Communication]]: what, how, and where to communicate ||  ||  ||  
 
|-
 
|-
|| [[Free Geek FAQ]] '''(Tony)''' || ||  ||  ||  
+
|| [[Netiquette at Free Geek]]  ||  ||  ||  
 
|-
 
|-
|| [[Netiquette at Free Geek]] '''(Tony)''' || ||  ||  ||  
+
|| Documentation (why it's important, where to document what)  ||  ||  ||  
 
|-
 
|-
|| Documentation (why it's important, where to document what) '''(Luiz)''' ||  ||  || ||  
+
|}
 +
 
 +
 
 +
{| 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
 
|-
 
|-
|| Where to park your car '''(Tony)''' || ||  ||  ||  
+
|| One-month check-in on general and area-specific training status ||  ||  ||  
 
|-
 
|-
|| Full policy list [[Category:Policy]] '''(Tony)''' ||  ||  ||  ||  
+
|| Print and complete the [[Media:Training_evaluation.odt|Training Evaluation form]] ||  ||  ||  
 
|-
 
|-
 
|}
 
|}
  
[[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