Difference between revisions of "New Staff Member Orientation"

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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 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==
 
==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 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 ('''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:
 
  
===Type===
+
New Hire's Name: __________________________________
*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
 
  
 +
Supervisor/Designated Trainer's Name: _____________________________________
  
 +
Start Date: _____________________________________
  
New Hire's Name: __________________________________
 
 
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 Initials
 
|-
 
|-
|| I-9 form '''(Laurel)''' || (all) || ||  || 
+
|| 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. ||  ||  
 
|-
 
|-
|| W-4 form '''(Laurel)''' || (all) || ||  || 
+
|| 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 ||  ||  
 
|-
 
|-
|| [[Direct Deposit of paychecks]] '''(Laurel)''' || (all)  || ||  ||
+
|| Update [[HR Calendar]] with date of hire, 3-month probationary goal setting, 6-month probationary review ||  ||
 
|-
 
|-
|| [[Health Insurance]] explanation/meeting '''(Laurel)''' || (C,M) ||  ||  ||
+
|| Create Personnel File ||  ||   
 
|-
 
|-
|| Set up Retirement Plan Meeting '''(Laurel)''' || (C)  ||  ||  ||
+
|}
|-  
+
 
|| Eligible under HIRE act? '''(Valerie)''' || (all) ||  ||  ||
+
 
 +
{| 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
 
|-
 
|-
|| [[Staff Handbook]] '''(Liane)''' || (all) ||  ||  ||
+
|| 1-hour safety orientation with Darryl (or another representative of the Safety committee) ||  ||   
 
|-
 
|-
|| [[Staff Vacation Policies]]/Change in Schedule '''(Liane)''' || (C,M) ||  ||  ||
+
|| 1-hour HR orientation with Mark ||  ||   
 
|-
 
|-
|| [[Arriving Late and Cancellations]]/Calling in Sick '''(Liane)''' || (all) ||  ||  ||
+
|| 30-minute lock/security system orientation with Richard ||  ||   
 
|-
 
|-
|| Signing Checks, Contracts, Invoices '''(Liane)''' || (all) ||  ||  ||
+
|| 30-minute password-setting session with Richard ||  ||   
 
|-
 
|-
|| Explain that this position is at-will employment and that he/she is subject to reviews '''(Ali)''' || (all) || || ||
+
|| 1-hour volunteer management training with Stephen (or other designated collective member) || ||
 
|-
 
|-
|| Conflict of Interest Form ([[Conflict of Interest Policy]]) '''(Laurel)''' || (ALL) ||  ||  ||
+
|| 1-hour till training with Michael (if applicable) ||  ||   
 
|-
 
|-
|| Emergency Info Request Form '''(Laurel)''' || (ALL) ||  ||  ||
+
|| 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 Initials
 
!| Staff Initials
 
|-
 
|-
|| [[Closing]] training '''(Dave)''' || (C) ||  ||  ||  
+
|| 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]]) ||  ||  ||
 
|-
 
|-
|| [[Safety]] training. Details on that page. '''(Darryl)''' || (all) ||  ||  ||  
+
|| [[Staff Vacation Policies]]/Change in Schedule ||  ||  ||
 
|-
 
|-
|| Get keys, add to [[Keyholders]] and provide education ([[After Hours Access Policy]]) '''(Darryl)''' || (C,M, others as-needed) ||  ||  ||  
+
|| [[Arriving Late and Cancellations]]/Calling in Sick  ||  ||  ||
 
|-
 
|-
|| Workspace/Office '''(Ali)''' || (all) ||  ||  ||  
+
|| 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]] ||  || 
 
|-
 
|-
|| Laptop '''(Ali)''' || (C) || || ||
 
 
|}
 
|}
  
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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 Initials
 
!| Staff Initials
 
|-
 
|-
|| Create a Free Geek email address '''(Richard)''' || (all) ||  ||  ||  
+
|| [[Safety]] training. Details on that page.  ||  ||  ||  
 
|-
 
|-
|| Create a Staff Wiki account '''(Richard)''' || (C) ||  ||  ||  
+
|| Get keys, add to [[Keyholders]] and provide education ([[After Hours Access Policy]]) ||  ||  ||  
 
|-
 
|-
|| Create database account '''(Richard)''' || (all) ||  ||  ||  
+
|| Workspace/Office  ||  ||  ||  
 
|-
 
|-
|| Create RT account '''(Richard)''' || (all) ||  ||  ||
+
|| Disburse a laptop (see a Reuse Coordinator) ||  ||   
 
|-
 
|-
|| Create wiki account '''(Richard)''' || (all) ||  ||  ||  
+
|| Set up phone (if applicable) and add to [[Phone Extension List]]  ||  ||  ||  
 
|-
 
|-
|| Create an Application Server account (fgstaff, beancounters) '''(Richard)''' || (?) ||  ||  ||  
+
|| Where to park your car  ||  ||  ||
 +
|-
 +
|| 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
 
|-
 
|-
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki '''(Richard)''' || (all) ||  ||  ||  
+
|| Create a Free Geek email address (and add to [[Handles]] ||  ||  ||  
 
|-
 
|-
|| Add to basic Email Lists (staff or paidworkers, regulars, locks) '''(Richard)''' || (all - whichever appropriate) ||  ||  ||  
+
|| Create database account  ||  ||  ||  
 
|-
 
|-
|| Add to staffworksheet.gnumeric spreadsheet (Ask a '''beancounter''') '''(Richard)''' || (all) ||  ||  ||  
+
|| Create RT account  ||  ||  ||  
 
|-
 
|-
|| Get new hire online! If no laptop, point out diskless terminals. '''(Richard)''' || (all) ||  ||  ||  
+
|| Create wiki account  ||  ||  ||  
 
|-
 
|-
|| Update [[HR Calendar]] with date of hire, 3-month probationary goal setting, 6-month probationary review '''(buddy)''' || (all) ||  ||  ||
+
|| Create an Application Server account (fgstaff, beancounters) ||  ||  ||  
 
|-
 
|-
|| Add to [[Staff Collective Members]] page '''(buddy)''' || (C) ||  ||  ||
+
|| Add to [[SFreekiWiki:Contact Info|Contact Info]] list on the staff wiki ||  ||  ||  
 
|-
 
|-
|| Set up Thunderbird on laptop '''(Ali)''' || (C) ||  ||  ||
+
|| Add to basic Email Lists (staff and/or paidworkers, regulars, social, locks, minutes) ||  ||  ||  
 
|-
 
|-
|| Phone '''(Darryl)''' || (C) ||  ||  ||  
+
|| Add to job-specific Email Lists (committees/areas) ||  ||  ||  
 
|-
 
|-
|| Add to other Email Lists (committees) '''(Area coordinator)''' || (all - whichever appropriate) ||  ||  ||  
+
|| Add to staffworksheet.gnumeric spreadsheet  ||  ||  ||  
 
|-
 
|-
 
|}
 
|}
Line 122: Line 147:
 
{| 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 Initials
 
!| Staff Initials
 
|-
 
|-
|| Email archives http://lists.freegeek.org/listinfo and search '''(Sergio)''' || (all) ||  ||  ||  
+
|| Email lists/archives: http://lists.freegeek.org/listinfo and search ||  ||  ||  
 
|-
 
|-
|| RT http://todo.freegeek.org/ '''(Sergio)''' || (all) ||  ||  ||  
+
|| RT: http://todo.freegeek.org/ ||  ||  ||  
 
|-
 
|-
|| Wiki http://wiki.freegeek.org/ '''(Sergio)''' || (all) ||  ||  ||  
+
|| Wiki: http://wiki.freegeek.org/ ||  ||  ||  
 
|-
 
|-
|| Database http://data/  (only accessible from inside FG) '''(Sergio)''' || (all) ||  ||  ||  
+
|| Database: http://data/  (only accessible from inside FG) ||  ||  ||  
 
|-
 
|-
|| Where and how to record work hours http://data/worked_shifts '''(Sergio)''' || (all) ||  ||  ||  
+
|| Where and how to record work hours http://data/worked_shifts ||  ||  ||  
 
|-
 
|-
|| Staff wiki '''(Sergio)''' || (all) || || ||
+
|| 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 Initials
 
!| Staff Initials
 
|-
 
|-
|| Orientation to our meeting structure ([[Meeting Tips|Facilitating]], [[Scribe|Scribing]], [[Consensus]]) '''(Ali)'''|| (all) ||  ||  ||  
+
|| Free Geek structure (see Org Chart) ||  ||  ||  
 
|-
 
|-
|| Introduced around to core volunteers '''(buddy)''' || (all) ||  ||  ||  
+
|| Free Geek [[Mission Statement]] and [[Free Geek Principles]]  ||  ||  ||  
 
|-
 
|-
|| Get photo and bio for staff page(http://www.freegeek.org/staff) '''(Luiz)''' || (C) ||  ||  ||  
+
|| Orientation to our meeting structure ([[Consensus]] and [[Facilitator/Scribe Training]]) ||  ||  ||  
 
|-
 
|-
|| [[Job Descriptions]] for other staff members '''(Darryl)''' || (all) ||  ||  ||  
+
|| Introduced around to staff and core volunteers  ||  ||  ||  
 
|-
 
|-
|| [[Staff Responsibilities|this page]] || ||  ||  ||  
+
|| 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)''' || (C) ||  ||  ||  
+
|| What to expect the first few weeks  ||  ||  ||  
 
|-
 
|-
|| Explain what to expect the first few weeks '''(buddy)''' || (all) ||  ||  ||  
+
|| What to expect during probationary period  ||  ||  ||  
 
|-
 
|-
|| what to expect during probationary period '''(buddy)''' || (C,E,M) ||  ||  ||  
+
|| How to tell you're doing well (on time, floor shifts, moving position forward, commitments) ||  ||  ||  
 
|-
 
|-
|| How to tell you're doing well (on time, floor shifts, moving position forward, commitments) '''(buddy)''' || (all) ||  ||  ||  
+
|| Attend a tour (11 AM or 4 PM) ||  ||  ||  
 
|-
 
|-
|| Command Line Navigation '''(Ali)''' || (C,?) ||  ||  ||  
+
|| [[Free Geek FAQ]]  ||  ||  ||  
 
|-
 
|-
|| [[Free Geek FAQ]] '''(Tony)''' || (all) ||  ||  ||  
+
|| [[Employee Orientation Resources#Overview of Programs|Overview of Programs]]: what we do at Free Geek ||  ||  ||  
 
|-
 
|-
|| [[Standing Staff Committees]] What the committees do and where to send what emails'''(Someone)''' || (all) ||  ||  ||  
+
|| [[Employee Orientation Resources#Avenues of Communication|Avenues of Communication]]: what, how, and where to communicate  ||  ||  ||  
 
|-
 
|-
|| [[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) || ||  ||  
 +
|-
 +
|}
 +
 
 +
 
 +
{| 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)''' || (all) ||  ||  ||  
+
|| One-month check-in on general and area-specific training status  ||  ||  ||  
 
|-
 
|-
|| Full policy list [[Category:Policy]] '''(Tony)''' || (all) ||  ||  ||  
+
|| 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