Difference between revisions of "Collective Member Orientation"

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(→‎Checklist: removed names of people)
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!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| I-9 form '''(Valerie)''' ||  ||  ||   
+
|| I-9 form ||  ||  ||   
 
|-
 
|-
|| W-4 form '''(Valerie)''' ||  ||  ||   
+
|| W-4 form ||  ||  ||   
 
|-
 
|-
|| [[Direct Deposit of paychecks]] '''(Valerie)''' ||  ||  ||
+
|| [[Direct Deposit of paychecks]] ||  ||  ||
 
|-
 
|-
|| [[Health Insurance]] explanation/meeting '''(Laurel)''' ||  ||  ||
+
|| [[Health Insurance]] explanation/meeting ||  ||  ||
 
|-
 
|-
|| Set up Retirement Plan Meeting '''(Laurel)''' ||  ||  ||
+
|| Set up Retirement Plan Meeting ||  ||  ||
 
|-  
 
|-  
|| Ask if they have any previously planned vacations '''(Laurel)''' ||  ||  ||
+
|| Ask if they have any previously planned vacations ||  ||  ||
 
|-
 
|-
|| Eligible under HIRE act? '''(Valerie)''' ||  ||  ||   
+
|| Eligible under HIRE act? ||  ||  ||   
 
|-
 
|-
|| [[Staff Handbook]] '''(Liane)''' ||  ||  ||
+
|| [[Staff Handbook]] ||  ||  ||
 
|-
 
|-
|| [[Staff Vacation Policies]]/Change in Schedule '''(Liane)''' ||  ||  ||
+
|| [[Staff Vacation Policies]]/Change in Schedule ||  ||  ||
 
|-
 
|-
|| [[Arriving Late and Cancellations]]/Calling in Sick '''(Liane)''' ||  ||  ||
+
|| [[Arriving Late and Cancellations]]/Calling in Sick ||  ||  ||
 
|-
 
|-
|| Signing Checks, Contracts, Invoices '''(Liane)''' || || ||
+
|| Explain that this position is at-will employment and that he/she is subject to reviews || || ||
 
|-
 
|-
|| Explain that this position is at-will employment and that he/she is subject to reviews '''(Valerie)''' || || ||
+
|| Conflict of Interest Form ([[Conflict of Interest Policy]]) || || ||
 
|-
 
|-
|| Conflict of Interest Form ([[Conflict of Interest Policy]]) '''(Laurel)''' ||  ||  ||
+
|| Emergency Info Request Form ||  ||  ||
 
|-
 
|-
|| Emergency Info Request Form '''(Laurel)''' ||  ||  ||
+
|| Create Personnel "File" (RT Ticket) ||  ||  ||   
|-
 
|| Create Personnel "File" (RT Ticket) '''(Meredith)''' ||  ||  ||   
 
 
|-
 
|-
  
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!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| [[Closing]] training '''(Dave)''' ||  ||  ||  
+
|| [[Closing]] training ||  ||  ||  
 
|-
 
|-
|| [[Safety]] training. Details on that page. '''(Darryl)''' ||  ||  ||  
+
|| [[Safety]] training. Details on that page. ||  ||  ||  
 
|-
 
|-
|| Get keys, add to [[Keyholders]] and provide education ([[After Hours Access Policy]]) '''(Darryl)''' ||  ||  ||  
+
|| Get keys, add to [[Keyholders]] and provide education ([[After Hours Access Policy]]) ||  ||  ||  
 
|-
 
|-
|| Workspace/Office '''(Darryl)''' ||  ||  ||  
+
|| Workspace/Office ||  ||  ||  
 
|-
 
|-
|| Hook new hire up with a Laptop '''(Dave)''' || || ||
+
|| Hook new hire up with a Laptop || || ||
 
|}
 
|}
  
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!| Staff Initials
 
!| Staff Initials
 
|-
 
|-
|| Create a Free Geek email address '''(Richard)''' ||  ||  ||  
+
|| Create a Free Geek email address ||  ||  ||  
 
|-
 
|-
|| Create a Staff Wiki account '''(Richard)''' ||  ||  ||  
+
|| Create a Staff Wiki account ||  ||  ||  
 
|-
 
|-
|| Create database account '''(Richard)''' ||  ||  ||  
+
|| Create database account ||  ||  ||  
 
|-
 
|-
|| Create RT account '''(Richard)''' ||  ||  ||  
+
|| Create RT account ||  ||  ||  
 
|-
 
|-
|| Create wiki account '''(Richard)''' ||  ||  ||  
+
|| Create wiki account ||  ||  ||  
 
|-
 
|-
|| Create an Application Server account (fgstaff, beancounters) '''(Richard)''' ||  ||  ||  
+
|| Create an Application Server account (fgstaff, beancounters) ||  ||  ||  
 
|-
 
|-
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki '''(Richard)''' ||  ||  ||  
+
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki ||  ||  ||  
 
|-
 
|-
|| Add to basic Email Lists (staff or paidworkers, regulars, locks) '''(Richard)''' ||  ||  ||  
+
|| Add to basic Email Lists (staff or paidworkers, regulars, locks) ||  ||  ||  
 
|-
 
|-
|| Add to staffworksheet.gnumeric spreadsheet (Ask a '''beancounter''') '''(Richard)''' ||  ||  ||  
+
|| Add to staffworksheet.gnumeric spreadsheet ||  ||  ||  
 
|-
 
|-
|| Update [[HR Calendar]] with date of hire, 3-month probationary goal setting, 6-month probationary review '''(buddy)''' ||  ||  ||
+
|| Update [[HR Calendar]] with date of hire, 3-month probationary goal setting, 6-month probationary review ||  ||  ||
 
|-
 
|-
|| Add to [[Staff Collective Members]] page '''(buddy)''' ||  ||  ||
+
|| Add to [[Staff Collective Members]] page ||  ||  ||
 
|-
 
|-
|| Set up Thunderbird on laptop '''(Dave)''' ||  ||  ||
+
|| Set up Thunderbird on laptop ||  ||  ||
 
|-
 
|-
|| Phone '''(Darryl)''' ||  ||  ||
+
|| Phone ||  ||  ||  
|-
 
|| Add to other Email Lists (committees) '''(Meredith)''' ||  ||  ||  
 
 
|-
 
|-
 
|}
 
|}
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!| 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/ '''(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://data/worked_shifts '''(Sergio)''' ||  ||  ||  
+
|| Where and how to record work hours http://data/worked_shifts ||  ||  ||  
 
|-
 
|-
|| Staff wiki '''(Sergio)''' || || ||
+
|| Orient to Staff wiki || || ||
 
|-
 
|-
 
|}
 
|}
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!| 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) ||  ||  ||  
 
|-
 
|-
 
|}
 
|}

Revision as of 18:50, 5 March 2011

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. 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: _____________________________________


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
Set up Retirement Plan Meeting
Ask if they have any previously planned vacations
Eligible under HIRE act?
Staff Handbook
Staff Vacation Policies/Change in Schedule
Arriving Late and Cancellations/Calling in Sick
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
Create Personnel "File" (RT Ticket)


Physical orientation Date New Hire Initials Staff Initials
Closing training
Safety training. Details on that page.
Get keys, add to Keyholders and provide education (After Hours Access Policy)
Workspace/Office
Hook new hire up with a Laptop


ASS & Other technical stuff Date New Hire Initials Staff Initials
Create a Free Geek email address
Create a Staff Wiki account
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
Update HR Calendar with date of hire, 3-month probationary goal setting, 6-month probationary review
Add to Staff Collective Members page
Set up Thunderbird on laptop
Phone


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


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)