User:Laurel
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Checklist of Tasks
- Date: _________________
| Volunteer Desk Pre-Opening Tasks | Initials |
|---|---|
| I-9 form (MK) | (all) |
| W-4 form (MK) | (all) |
| Direct Deposit of paychecks (MK) | (all) |
| Health Insurance explanation/meeting (Laurel) | (C,M) |
| Set up Retirement Plan Meeting (Laurel) | (C) |
| Staff Handbook (Liane) | (all) |
| Staff Vacation Policies/Change in Schedule (Liane) | (C,M) |
| Arriving Late and Cancellations/Calling in Sick (Liane) | (all) |
| Signing Checks, Contracts, Invoices (Liane) | (all) |
| Explain that this position is at-will employment and that he/she is subject to reviews (Ali) | (all) |
| Conflict of Interest Form (Conflict of Interest Policy) (MK) | (ALL) |
| Emergency Info Request Form (MK) | (ALL) |
| Volunteer Desk During the Day Tasks | Initials |
|---|---|
| I-9 form (MK) | (all) |
| W-4 form (MK) | (all) |
| Direct Deposit of paychecks (MK) | (all) |
| Health Insurance explanation/meeting (Laurel) | (C,M) |
| Set up Retirement Plan Meeting (Laurel) | (C) |
| Staff Handbook (Liane) | (all) |
| Staff Vacation Policies/Change in Schedule (Liane) | (C,M) |
| Arriving Late and Cancellations/Calling in Sick (Liane) | (all) |
| Signing Checks, Contracts, Invoices (Liane) | (all) |
| Explain that this position is at-will employment and that he/she is subject to reviews (Ali) | (all) |
| Conflict of Interest Form (Conflict of Interest Policy) (MK) | (ALL) |
| Emergency Info Request Form (MK) | (ALL) |
| Volunteer Desk Closing Tasks | Initials |
|---|---|
| I-9 form (MK) | (all) |
| W-4 form (MK) | (all) |
| Direct Deposit of paychecks (MK) | (all) |
| Health Insurance explanation/meeting (Laurel) | (C,M) |
| Set up Retirement Plan Meeting (Laurel) | (C) |
| Staff Handbook (Liane) | (all) |
| Staff Vacation Policies/Change in Schedule (Liane) | (C,M) |
| Arriving Late and Cancellations/Calling in Sick (Liane) | (all) |
| Signing Checks, Contracts, Invoices (Liane) | (all) |
| Explain that this position is at-will employment and that he/she is subject to reviews (Ali) | (all) |
| Conflict of Interest Form (Conflict of Interest Policy) (MK) | (ALL) |
| Emergency Info Request Form (MK) | (ALL) |
| Donor Desk Pre-Opening Tasks | Initials |
|---|---|
| Print out daily checklist (1) | |
| Brew coffee (2) | |
| Stock coffeehouse with creamer, sugar, stir sticks (1) | |
| Acquire and count cash drawer (2) | |
| Prep desk, turn on computers (1) | |
| stock TP & paper towels in all 4 bathrooms (1) |
| Donor Desk During the Day Tasks | Initials |
|---|---|
| clean and tidy desk and lobby (1) | |
| stock coffee area with sugar and creamer if needed (1) | |
| print & restock brochures, contribution slips, other recyclers, etc.(2) | |
| read email! respond when you have addressed the issue (2) | |
| stock bathrooms with TP, soap, paper towels (2) | |
| stock kitchens with dish soap (2) | |
| check and print if needed: donor slips, credit card receipts, IOU reimbursement forms, mileage reimbursement form, other recyclers, donor FAQ brochure (2) | |
| check receiving donor slips, print more if needed (2) | |
| check and fill printers (2) |
| Donor Desk Closing Tasks | Initials |
|---|---|
| erase all contribution slips and return to receiving (1) | |
| recycle notes (1) | |
| put pens, pencils, scissors, etc., back where they belong (1) | |
| turn off all computers (1) | |
| help process volunteers until 7pm (2,3) | |
| count till after 7pm (3) |