Difference between revisions of "New Staff Member Orientation"

From FreekiWiki
Jump to navigation Jump to search
(→‎Type: removed "eligible for HIRE Act" because it does not apply after 01/31/2011; also reassigned tasks assigned to Ali)
(changed content to include committed orientation info)
Line 1: Line 1:
This form should be printed out, completed, and placed in the new staff member's file.
+
This form should be printed out, completed, and placed in the new Committed non-Collective Member's file.
  
 
==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. Most of these things must be done by other people but it's the buddy'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.
 
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. Most of these things must be done by other people but it's the buddy'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 buddy needs to determine an orientation schedule, and will need to arrange appointments with other collective members ('''noted in bold beside the task''') who are responsible for parts of the orientation. Each type of worker has unique orientation needs. Please orient new worker based on type of worker as defined below:
+
The buddy needs to determine an orientation schedule, and will need to arrange appointments with other collective members ('''noted in bold beside the task''') who are responsible for parts of the orientation.  
 
 
===Type===
 
*Type refers to type of worker. Free Geek employs 6 different types of workers (see [[Staff Categories]]), and they are noted as follows:
 
**C:  Collective Member
 
**I:  Intern
 
**N:  Nother
 
**S:  Substitute
 
**M:  Committed
 
**E:  Exploratory
 
 
 
 
 
  
 
New Hire's Name: __________________________________
 
New Hire's Name: __________________________________
Line 21: Line 10:
 
Buddy's Name: _____________________________________
 
Buddy's Name: _____________________________________
  
 +
 +
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 +
|- style="background:black; color:white"
 +
!| Buddy: Do the following before new hire's first day
 +
!| Date
 +
!| Staff Initials
 +
|-
 +
|| 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) ||  || 
 +
|-
 +
|}
  
 
{| 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
 
!| HR paperwork and policy briefing
!| Type
 
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| I-9 form '''(Laurel)''' || (all)  ||  ||  ||   
+
|| I-9 form ||  ||  ||   
 
|-
 
|-
|| W-4 form '''(Laurel)''' || (all) ||  ||  ||   
+
|| W-4 form  ||  ||  ||   
 
|-
 
|-
|| [[Direct Deposit of paychecks]] '''(Laurel)''' || (all) ||  ||  ||
+
|| [[Direct Deposit of paychecks]]  ||  ||  ||
 
|-
 
|-
|| [[Health Insurance]] explanation/meeting '''(Laurel)''' || (C,M) ||  ||  ||
+
|| Ask if they have any previously planned vacations ||  ||  ||
 
|-
 
|-
|| Set up Retirement Plan Meeting '''(Laurel)''' || (C)  ||  ||  ||
+
|| [[Health Insurance]] explanation/meeting  ||  ||  ||
|-
 
|| [[Staff Handbook]] '''(Liane)''' || (all) ||  ||  ||
 
 
|-
 
|-
|| [[Staff Vacation Policies]]/Change in Schedule '''(Liane)''' || (C,M) ||  ||  ||
+
|| Eligible under HIRE act?  || ||  ||   
 
|-
 
|-
|| [[Arriving Late and Cancellations]]/Calling in Sick '''(Liane)''' || (all) ||  ||  ||
+
|| [[Staff Handbook]] ||  ||  ||
 
|-
 
|-
|| Signing Checks, Contracts, Invoices '''(Liane)''' || (all) ||  ||  ||
+
|| [[Staff Vacation Policies]]/Change in Schedule  ||  ||  ||
 
|-
 
|-
|| Explain that this position is at-will employment and that he/she is subject to reviews '''(Valerie)''' || (all) || || ||
+
|| [[Arriving Late and Cancellations]]/Calling in Sick  || || ||
 
|-
 
|-
|| Conflict of Interest Form ([[Conflict of Interest Policy]]) '''(Laurel)''' || (ALL) ||  ||  ||
+
|| Signing Checks, Contracts, Invoices  ||  ||  ||
 
|-
 
|-
|| Emergency Info Request Form '''(Laurel)''' || (ALL) || ||  ||
+
|| Explain that this position is at-will employment and that he/she is subject to reviews  || || ||
 
|-
 
|-
|| Create Personnel "File" (RT Ticket'''(Valerie)''' || (ALL) ||  ||  ||   
+
|| Conflict of Interest Form ([[Conflict of Interest Policy]])  ||  || ||
 +
|-
 +
|| Emergency Info Request Form ||  ||  ||
 
|-
 
|-
  
Line 63: Line 65:
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
 
!| Physical orientation
 
!| Physical orientation
!| Type
 
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| [[Closing]] training '''(Dave)''' || (C) ||  ||  ||  
+
|| [[Safety]] training. Details on that page.  ||  ||  ||  
 
|-
 
|-
|| [[Safety]] training. Details on that page. '''(Darryl)''' || (all)  ||  ||  ||  
+
|| Get keys, add to [[Keyholders]] and provide education ([[After Hours Access Policy]])  ||  ||  ||  
 
|-
 
|-
|| Get keys, add to [[Keyholders]] and provide education ([[After Hours Access Policy]]) '''(Darryl)''' || (C,M, others as-needed) ||  ||  ||  
+
|| Workspace/Office  ||  ||  ||  
 
|-
 
|-
|| Workspace/Office '''(Darryl)''' || (all) ||  ||  ||
 
|-
 
|| Laptop '''(Jen)''' || (C) || || ||
 
 
|}
 
|}
  
Line 83: Line 81:
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
 
!| [[ASS]] & Other technical stuff
 
!| [[ASS]] & Other technical stuff
!| Type
 
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| Create a Free Geek email address '''(Richard)''' || (all) || ||  ||
+
|| Create a Free Geek email address  ||  ||  ||  
|-
 
|| Create a Staff Wiki account '''(Richard)''' || (C) ||  ||  ||
 
|-
 
|| Create database account '''(Richard)''' || (all) ||  ||  ||
 
|-
 
|| Create RT account '''(Richard)''' || (all) ||  ||  ||
 
|-
 
|| Create wiki account '''(Richard)''' || (all) ||  ||  ||
 
|-
 
|| Create an Application Server account (fgstaff, beancounters) '''(Richard)''' || (?) ||  ||  ||  
 
 
|-
 
|-
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki '''(Richard)''' || (all) ||  ||  ||  
+
|| Create database account  ||  ||  ||  
 
|-
 
|-
|| Add to basic Email Lists (staff or paidworkers, regulars, locks) '''(Richard)''' || (all - whichever appropriate) ||  ||  ||  
+
|| Create RT account  ||  ||  ||  
 
|-
 
|-
|| Add to staffworksheet.gnumeric spreadsheet (Ask a '''beancounter''') '''(Richard)''' || (all) ||  ||  ||  
+
|| Create wiki account  ||  ||  ||  
 
|-
 
|-
|| Get new hire online! If no laptop, point out diskless terminals. '''(Richard)''' || (all) ||  ||  ||  
+
|| Create an Application Server account (fgstaff, beancounters) ||  ||  ||  
 
|-
 
|-
|| Update [[HR Calendar]] with date of hire, 3-month probationary goal setting, 6-month probationary review '''(buddy)''' || (all) ||  ||  ||
+
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki  ||  ||  ||  
 
|-
 
|-
|| Add to [[Staff Collective Members]] page  '''(buddy)''' || (C) ||  ||  ||
+
|| Add to basic Email Lists (staff or paidworkers, regulars, locks) ||  ||  ||  
 
|-
 
|-
|| Set up Thunderbird on laptop '''(Paul)''' || (C) ||  ||  ||
+
|| Add to staffworksheet.gnumeric spreadsheet  ||  ||  ||  
 
|-
 
|-
|| Phone '''(Darryl)''' || (C) ||  ||  ||
+
|| Add to other Email Lists (committees) ||  ||  ||  
|-
 
|| Add to other Email Lists (committees) '''(Area coordinator)''' || (all - whichever appropriate) ||  ||  ||  
 
 
|-
 
|-
 
|}
 
|}
Line 124: Line 109:
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
 
!| Technical infrastructure orientation
 
!| Technical infrastructure orientation
!| Type
 
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| Email archives http://lists.freegeek.org/listinfo and search '''(Sergio)''' || (all) || ||  ||
+
|| Email archives http://lists.freegeek.org/listinfo and search  ||  ||  ||  
|-
 
|| RT http://todo.freegeek.org/ '''(Sergio)''' || (all) ||  ||  ||  
 
 
|-
 
|-
|| Wiki http://wiki.freegeek.org/ '''(Sergio)''' || (all) ||  ||  ||  
+
|| RT http://todo.freegeek.org/ ||  ||  ||  
 
|-
 
|-
|| Database http://data(only accessible from inside FG) '''(Sergio)''' || (all) ||  ||  ||  
+
|| Wiki http://wiki.freegeek.org/  ||  ||  ||  
 
|-
 
|-
|| Where and how to record work hours http://data/worked_shifts '''(Sergio)''' || (all) ||  ||  ||  
+
|| Database http://data/ (only accessible from inside FG) ||  ||  ||  
 
|-
 
|-
|| Staff wiki '''(Sergio)''' || (all) || || ||
+
|| Where and how to record work hours http://data/worked_shifts  || || ||  
 
|-
 
|-
 
|}
 
|}
Line 147: Line 129:
 
|- style="background:black; color:white"
 
|- style="background:black; color:white"
 
!| Cultural orientation
 
!| Cultural orientation
!| Type
 
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| Orientation to our meeting structure ([[Meeting Tips|Facilitating]], [[Scribe|Scribing]], [[Consensus]]) '''(Laurel)'''|| (all) ||  ||  ||
+
|| Orientation to our meeting structure ([[Meeting Tips|Facilitating]], [[Scribe|Scribing]], [[Consensus]]) ||  ||  ||  
|-
 
|| Introduced around to core volunteers '''(buddy)''' || (all) ||  ||  ||
 
|-
 
|| Get photo and bio for staff page(http://www.freegeek.org/staff) '''(Laurel)''' || (C) ||  ||  ||
 
|-
 
|| [[Job Descriptions]] for other staff members '''(Darryl)''' || (all) ||  ||  ||  
 
 
|-
 
|-
|| [[Staff Responsibilities|this page]] || ||  ||  ||  
+
|| Introduced around to core volunteers ||  ||  ||  
 
|-
 
|-
|| Don't tell them they are required to bring donuts to the first staff meeting '''(everyone)''' || (C) ||  ||  ||  
+
|| Get photo and bio for staff page(http://www.freegeek.org/staff) ||  ||  ||  
 
|-
 
|-
|| Explain what to expect the first few weeks '''(buddy)''' || (all) ||  ||  ||  
+
|| [[Job Descriptions]] for other staff members  ||  ||  ||  
 
|-
 
|-
|| what to expect during probationary period '''(buddy)''' || (C,E,M) ||  ||  ||  
+
|| Explain what to expect the first few weeks  ||  ||  ||  
 
|-
 
|-
|| How to tell you're doing well (on time, floor shifts, moving position forward, commitments) '''(buddy)''' || (all) ||  ||  ||  
+
|| what to expect during probationary period  ||  ||  ||  
 
|-
 
|-
|| Command Line Navigation '''(Paul)''' || (C,?) ||  ||  ||  
+
|| How to tell you're doing well (on time, floor shifts, moving position forward, commitments) ||  ||  ||  
 
|-
 
|-
|| [[Free Geek FAQ]] '''(Tony)''' || (all) ||  ||  ||  
+
|| [[Free Geek FAQ]] ||  ||  ||  
 
|-
 
|-
|| [[Standing Staff Committees]] What the committees do and where to send what emails'''(Someone)''' || (all) ||  ||  ||  
+
|| [[Standing Staff Committees]] What the committees do and where to send what emails ||  ||  ||  
 
|-
 
|-
|| [[Netiquette at Free Geek]] '''(Tony)''' || (all) ||  ||  ||  
+
|| [[Netiquette at Free Geek]] ||  ||  ||  
 
|-
 
|-
|| Documentation (why it's important, where to document what) '''(Luiz)''' || (all) ||  ||  ||  
+
|| Documentation (why it's important, where to document what) ||  ||  ||  
 
|-
 
|-
|| Where to park your car '''(Tony)''' || (all) ||  ||  ||  
+
|| Where to park your car ||  ||  ||  
 
|-
 
|-
|| Full policy list (see Policy category) '''(Tony)''' || (all) ||  ||  ||  
+
|| Full policy list (see Policy cateFgory) ||  ||  ||  
 
|-
 
|-
 
|}
 
|}

Revision as of 11:38, 16 July 2011

This form should be printed out, completed, and placed in the new Committed non-Collective Member's file.

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. Most of these things must be done by other people but it's the buddy'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 buddy needs to determine an orientation schedule, and will need to arrange appointments with other collective members (noted in bold beside the task) who are responsible for parts of the orientation.

New Hire's Name: __________________________________

Buddy's Name: _____________________________________


Buddy: Do the following before new hire's first day Date Staff Initials
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)
HR paperwork and policy briefing 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
Eligible under HIRE act?
Staff Handbook
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
Conflict of Interest Form (Conflict of Interest Policy)
Emergency Info Request Form


Physical orientation 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


ASS & Other technical stuff Date New Hire Initials Staff Initials
Create a Free Geek email address
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 or paidworkers, regulars, locks)
Add to staffworksheet.gnumeric spreadsheet
Add to other Email Lists (committees)


Technical infrastructure orientation Date New Hire Initials Staff Initials
Email 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


Cultural orientation Date New Hire Initials Staff Initials
Orientation to our meeting structure (Facilitating, Scribing, Consensus)
Introduced around to core volunteers
Get photo and bio for staff page(http://www.freegeek.org/staff)
Job Descriptions for other staff members
Explain 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
Standing Staff Committees What the committees do and where to send what emails
Netiquette at Free Geek
Documentation (why it's important, where to document what)
Where to park your car
Full policy list (see Policy cateFgory)