Difference between revisions of "Collective Member Orientation"

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{{CollectivePhasedOut}}
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This form should be printed out, completed, and placed in the new Collective member's file.
 
This form should be printed out, completed, and placed in the new Collective member's file.
  
 
==Checklist==
 
==Checklist==
When a new collective member 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 a new collective member is hired there are several steps that need to be performed. It's the [[buddy]]'s job to make certain these steps are accomplished. Many 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 who are responsible for parts of the orientation. Some of these tasks need to be done before the new hire's first day so that as many logistical and technical issues are solved before the new worker starts.
 +
 
 +
Begin by printing out this form: [[Media:New-hire-checklist.gnumeric|New-hire-checklist.gnumeric]].
  
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.  
+
Fill it out as much as possible. We need to gather the basic information that will be used to make ready user accounts, and such. 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.
  
  
Line 11: Line 17:
 
Buddy's Name: _____________________________________
 
Buddy's Name: _____________________________________
  
 +
Date Processing Started: _____________________________________
  
 
{| 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
+
!| Before first day (Completed by buddy)
 
!| Date
 
!| Date
!| New Hire Initials
+
!| Buddy Initials
!| Staff Initials
 
 
|-
 
|-
|| I-9 form '''(Valerie)''' || ||  ||
+
|| Make sure contact in database has been made ||  ||  
 
|-
 
|-
|| W-4 form '''(Valerie)''' || ||  ||
+
|| Send email to new hire containing a link to the [[Useful orientation links]] ||  ||  
 
|-
 
|-
|| [[Direct Deposit of paychecks]] '''(Valerie)''' ||  ||  ||
+
|| Set up Free Geek email address and notify secretary@freegeek.org ||  ||  
 
|-
 
|-
|| [[Health Insurance]] explanation/meeting '''(Laurel)''' || ||  ||
+
|| Call new hire to ask them to bring a voided check and a passport or social security card and a state ID || ||  
 
|-
 
|-
|| Set up Retirement Plan Meeting '''(Laurel)''' || ||  ||
+
|| Contact Alex to schedule a retirement plan meeting ||  ||
 
|-  
 
|-  
|| Ask if they have any previously planned vacations '''(Laurel)''' ||  || ||
+
|| Select and prepare a work space/office for new hire ||  ||
|-
 
|| Eligible under HIRE act? '''(Valerie)''' ||  ||  || 
 
 
|-
 
|-
|| [[Staff Handbook]] '''(Liane)''' || ||  ||
+
|| Get a laptop ready for new hire ||  ||
 
|-
 
|-
|| [[Staff Vacation Policies]]/Change in Schedule '''(Liane)''' ||  ||  ||
+
|| Update [[HR Calendar]] with date of hire, 3-month probationary goal setting, 6-month probationary review ||  ||
 
|-
 
|-
|| [[Arriving Late and Cancellations]]/Calling in Sick '''(Liane)''' ||  ||  ||
+
|| Create Personnel "File" (RT Ticket) ||  ||  
 
|-
 
|-
|| Signing Checks, Contracts, Invoices '''(Liane)''' |||  ||
+
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki ||  ||  
 
|-
 
|-
|| Explain that this position is at-will employment and that he/she is subject to reviews '''(Valerie)''' || || ||
+
|| Add to basic Email Lists (staff, paidworkers, locks) || ||  
 
|-
 
|-
|| Conflict of Interest Form ([[Conflict of Interest Policy]]) '''(Laurel)''' ||  ||  ||
+
|| Add to [[Staff Collective Members]] page ||  ||
 
|-
 
|-
|| Emergency Info Request Form '''(Laurel)''' ||  ||  ||
+
|| Phone ||  ||
 
|-
 
|-
|| Create Personnel "File" (RT Ticket)  '''(Meredith)''' || || || 
+
|| Add to [[Determining Seniority Policy]] page || ||
 
|-
 
|-
 
 
|}
 
|}
  
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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
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| [[Closing]] training '''(Dave)''' ||  ||  ||  
+
|| I-9 form  ||  ||  || 
 +
|-
 +
|| W-4 form  ||  ||  || 
 +
|-
 +
|| [[Direct Deposit of paychecks]] ||  ||  ||
 +
|-
 +
|| [[Health Insurance]] explanation/meeting  ||  ||  ||
 +
|-
 +
|| Check-in about previously planned vacations  ||  ||  ||
 +
|-
 +
|| Review [[Staff Handbook]] ||  ||  ||
 +
|-
 +
|| Explain how to request a Change in Schedule (like a vacation) ||  ||  ||
 +
|-
 +
|| Explain that this position is at-will employment and that he/she is subject to reviews || || ||
 
|-
 
|-
|| [[Safety]] training. Details on that page. '''(Darryl)''' ||  ||  ||  
+
|| Sign the Conflict of Interest Form, place in personnel folder ([[Conflict of Interest Policy]]) ||  ||  ||
 
|-
 
|-
|| Get keys, add to [[Keyholders]] and provide education ([[After Hours Access Policy]]) '''(Darryl)''' ||  ||  ||  
+
|| Check to make sure emergency contact information is correct in the database ||  ||  ||
 
|-
 
|-
|| Workspace/Office '''(Darryl)''' ||  ||  ||  
+
|| Add to staffworksheet.gnumeric spreadsheet ||  ||  ||  
 
|-
 
|-
|| Hook new hire up with a Laptop '''(Dave)''' || || ||
 
 
|}
 
|}
  
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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
 
!| Date
 
!| Date
 
!| New Hire Initials
 
!| New Hire Initials
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| Create a Free Geek email address '''(Richard)''' ||  ||  ||  
+
|| [[Closing]] training ||  ||  ||  
 
|-
 
|-
|| Create a Staff Wiki account '''(Richard)''' ||  ||  ||  
+
|| [[Safety]] training ||  ||  ||  
 
|-
 
|-
|| Create database account '''(Richard)''' ||  ||  ||  
+
|| Get keys, add to [[Keyholders]] and provide education ([[After Hours Access Policy]]) ||  ||  ||  
 
|-
 
|-
|| Create RT account '''(Richard)''' ||  ||  ||  
+
|| Workspace/Office orientation ||  ||  ||  
 
|-
 
|-
|| Create wiki account '''(Richard)''' ||  ||  ||
+
|}
|-
+
 
|| Create an Application Server account (fgstaff, beancounters) '''(Richard)''' ||  ||  ||
+
 
|-
+
{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki '''(Richard)''' ||  ||  ||
+
|- style="background:black; color:white"
|-
+
!| Technical set-up
|| Add to basic Email Lists (staff or paidworkers, regulars, locks) '''(Richard)''' ||  ||  ||  
+
!| Date
 +
!| New Hire Initials
 +
!| Staff Initials
 
|-
 
|-
|| Add to staffworksheet.gnumeric spreadsheet (Ask a '''beancounter''') '''(Richard)''' ||  ||  ||  
+
|| Password for Free Geek email address ||  ||  ||  
 
|-
 
|-
|| Update [[HR Calendar]] with date of hire, 3-month probationary goal setting, 6-month probationary review '''(buddy)''' ||  ||  ||
+
|| Password for Staff Wiki account ||  ||  ||  
 
|-
 
|-
|| Add to [[Staff Collective Members]] page  '''(buddy)''' ||  ||  ||
+
|| Password for database account ||  ||  ||  
 
|-
 
|-
|| Set up Thunderbird on laptop '''(Dave)''' ||  ||  ||
+
|| Password for RT account ||  ||  ||  
 
|-
 
|-
|| Phone '''(Darryl)''' ||  ||  ||  
+
|| Password for wiki account ||  ||  ||  
 
|-
 
|-
|| Add to other Email Lists (committees) '''(Meredith)''' ||  ||  ||  
+
|| Password for Application Server account ||  ||  ||  
 
|-
 
|-
 
|}
 
|}
Line 117: Line 135:
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| Email archives http://lists.freegeek.org/listinfo and search '''(Sergio)''' ||  ||  ||  
+
|| Email archives http://lists.freegeek.org/listinfo and search ||  ||  ||
 +
|-
 +
|| RT http://todo.freegeek.org/ ||  ||  ||
 +
|-
 +
|| Wiki http://wiki.freegeek.org/ ||  ||  ||  
 
|-
 
|-
|| RT http://todo.freegeek.org/ '''(Sergio)''' ||  ||  ||  
+
|| Database http://data/ (only accessible from inside FG) ||  ||  ||  
 
|-
 
|-
|| Wiki http://wiki.freegeek.org/ '''(Sergio)''' ||  ||  ||  
+
|| Where and how to record work hours http://data/worked_shifts ||  ||  ||  
 
|-
 
|-
|| Database http://data/  (only accessible from inside FG) '''(Sergio)''' || || ||  
+
|| Orient to Staff wiki || || ||
 
|-
 
|-
|| Where and how to record work hours http://data/worked_shifts '''(Sergio)''' || || ||  
+
|| Provide laptop and education on how to use it || || ||
 
|-
 
|-
|| Staff wiki '''(Sergio)''' || || ||
+
|| Set up Thunderbird on laptop || ||
 
|-
 
|-
 
|}
 
|}
Line 139: Line 161:
 
!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| Orientation to our meeting structure ([[Meeting Tips|Facilitating]], [[Scribe|Scribing]], [[Consensus]]) '''(Caitlin)'''||  ||  ||
+
|| Orientation to our meeting structure ([[Meeting Tips|Facilitating]], [[Scribe|Scribing]], [[Consensus]]) ||  ||  ||  
|-
 
|| Introduced around to core volunteers '''(buddy)''' ||  ||  ||  
 
 
|-
 
|-
|| Get photo and bio for staff page(http://www.freegeek.org/staff) '''(Caitlin)''' ||  ||  ||  
+
|| Introduced around to core volunteers ||  ||  ||  
 
|-
 
|-
|| [[Job Descriptions]] for other staff members '''(Darryl)''' ||  ||  ||  
+
|| Get photo and bio for staff page(http://www.freegeek.org/staff) ||  ||  ||  
 
|-
 
|-
|| Don't tell them they are required to bring donuts to the first staff meeting '''(everyone)''' ||  ||  ||  
+
|| Job Descriptions for other staff members ||  ||  ||  
 
|-
 
|-
|| Explain what to expect the first few weeks '''(buddy)''' ||  ||  ||  
+
|| Don't tell them they are required to bring donuts to the first staff meeting ||  ||  ||  
 
|-
 
|-
|| what to expect during probationary period '''(buddy)''' ||  ||  ||  
+
|| Explain what to expect the first few weeks ||  ||  ||  
 
|-
 
|-
|| How to tell you're doing well (on time, floor shifts, moving position forward, commitments) '''(buddy)''' ||  ||  ||  
+
|| what to expect during probationary period ||  ||  ||  
 
|-
 
|-
|| Command Line Navigation '''(some one)''' ||  ||  ||  
+
|| How to tell you're doing well (on time, floor shifts, moving position forward, commitments) ||  ||  ||  
 
|-
 
|-
|| [[Free Geek FAQ]] '''(Caitlin)''' ||  ||  ||  
+
|| [[Free Geek FAQ]] ||  ||  ||  
 
|-
 
|-
|| [[Standing Staff Committees]] What the committees do and where to send what emails'''(Valerie)''' ||  ||  ||  
+
|| [[Standing Staff Committees]] What the committees do and where to send what emails ||  ||  ||  
 
|-
 
|-
|| [[Netiquette at Free Geek]] '''(Meredith)''' ||  ||  ||  
+
|| [[Netiquette at Free Geek]] ||  ||  ||  
 
|-
 
|-
|| Documentation (why it's important, where to document what) '''(Valerie)''' ||  ||  ||  
+
|| Documentation (why it's important, where to document what) ||  ||  ||  
 
|-
 
|-
|| Where to park your car '''(Darryl)''' ||  ||  ||  
+
|| Where to park your car ||  ||  ||  
 
|-
 
|-
|| Full policy list (see Policy category) '''(Meredith)''' ||  ||  ||  
+
|| Full policy list (see Policy category) ||  ||  ||  
 
|-
 
|-
 
|}
 
|}
  
[[Category:HR]]
 
[[Category:Hiring]]
 
 
[[Category:Howto]]
 
[[Category:Howto]]
 
[[Category: Procedures]]
 
[[Category: Procedures]]
 +
[[Category: Orientation]]

Latest revision as of 17:24, 28 February 2013

The Free Geek Collective ceased to exist on February 28, 2013. For information on current staff, please go to Staff. For detailed information about the re-organization of Free Geek's management structure, please go to 2013_Restructuring_Documents.

This form should be printed out, completed, and placed in the new Collective member's file.

Checklist

When a new collective member is hired there are several steps that need to be performed. It's the buddy's job to make certain these steps are accomplished. Many 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 who are responsible for parts of the orientation. Some of these tasks need to be done before the new hire's first day so that as many logistical and technical issues are solved before the new worker starts.

Begin by printing out this form: 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, and such. 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.


New Hire's Name: __________________________________

Buddy's Name: _____________________________________

Date Processing Started: _____________________________________

Before first day (Completed by buddy) Date Buddy Initials
Make sure contact in database has been made
Send email to new hire containing a link to the Useful orientation links
Set up Free Geek email address and notify secretary@freegeek.org
Call new hire to ask them to bring a voided check and a passport or social security card and a state ID
Contact Alex to schedule a retirement plan meeting
Select and prepare a work space/office for new hire
Get a laptop ready for new hire
Update HR Calendar with date of hire, 3-month probationary goal setting, 6-month probationary review
Create Personnel "File" (RT Ticket)
Add to Contact Info list on the staff wiki
Add to basic Email Lists (staff, paidworkers, locks)
Add to Staff Collective Members page
Phone
Add to Determining Seniority Policy page


HR paperwork and policy briefing Date New Hire Initials Staff Initials
I-9 form
W-4 form
Direct Deposit of paychecks
Health Insurance explanation/meeting
Check-in about previously planned vacations
Review Staff Handbook
Explain how to request a Change in Schedule (like a vacation)
Explain that this position is at-will employment and that he/she is subject to reviews
Sign the Conflict of Interest Form, place in personnel folder (Conflict of Interest Policy)
Check to make sure emergency contact information is correct in the database
Add to staffworksheet.gnumeric spreadsheet


Physical orientation Date New Hire Initials Staff Initials
Closing training
Safety training
Get keys, add to Keyholders and provide education (After Hours Access Policy)
Workspace/Office orientation


Technical set-up Date New Hire Initials Staff Initials
Password for Free Geek email address
Password for Staff Wiki account
Password for database account
Password for RT account
Password for wiki account
Password for Application Server account


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
Orient to Staff wiki
Provide laptop and education on how to use it
Set up Thunderbird on laptop


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
Don't tell them they are required to bring donuts to the first staff meeting
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 category)