Human Resources

Human Resources (HR) is frequently lumped in with Finance, and that’s okay. The secret lies in realizing that these are separate job functions, with separate goals, even if the same resources are performing them. The key to HR is to remember that you set the tone in the Hiring process (HR03 – Recruiting Process) and that we have to continue to give our team proverbial “hugs” (as one of our clients coined it) with such processes as HR11 – Celebration Policy.

  • HR01 - Job Descriptions

    Jan 10, 2020

    Tags: Human Resources, Processes, Service Delivery See how we build our Job Descriptions in this document. Download [1.40 MB] ALSO READ  HR01.1 - Job Descriptions - Tier 1 Help Desk ALSO READ  HR01.2 - Job…

  • HR01.1 - Job Descriptions - Tier 1 Help Desk

    Oct 28, 2019

    Tags: Human Resources, Processes, Service Delivery A sample job description for a Tier 1 Help Desk position. Download [1.40 MB] ALSO READ  HR01 - Job Descriptions ALSO READ  HR01.2 - Job Descriptions - Service Coordinator

  • HR01.2 - Job Descriptions - Service Coordinator

    Dec 2, 2019

    Tags: Human Resources, Processes, Service Delivery A sample job description for Service Coordinator. Download [1.40 MB] ALSO READ  HR01.1 - Job Descriptions - Tier 1 Help Desk ALSO READ  HR01 - Job Descriptions

  • HR03 - Recruiting & Screening Process

    Jan 22, 2020

    Tags: Human Resources, Processes, Service Delivery We’ve spent quite some time working on a screening system that leverages PSA automation. This process covers the gamut from open position to signed employment agreement. Download [1.39 MB]…

  • HR03.1 - Recruiting Marketing Statement

    Jan 29, 2020

    Tags: Human Resources, Processes, Service Delivery We often overlook the importance of selling ourselves when looking for new team members.  Here are some ideas. Download [1.39 MB] ALSO READ  HR03 - Recruiting & Screening Process

  • HR03.2 - Recruiting Posting

    Jan 23, 2020

    Tags: Human Resources, Processes, Service Delivery Here are the details on what to post when you are soliciting resumes. Download [1.39 MB] ALSO READ  HR03.1 - Recruiting Marketing Statement ALSO READ  HR03 - Recruiting &…

  • HR03.3 - Screening Flow

    Jan 22, 2020

    Tags: Human Resources, Processes, Service Delivery This document is our comprehensive workflow of how the screening process should work, including how a PSA system could help with automation. ALSO READ  HR03 - Recruiting & Screening…

  • HR03.4 - Employment Offer

    Apr 24, 2019

    Tags: Human Resources, Processes, Service Delivery Here is a brief offer letter template you can use to solicit employment. Make sure read the related processes at bottom! Download [1.39 MB] ALSO READ  HR03 - Recruiting…

  • HR03.5 - Screening Email Templates

    Jan 24, 2020

    Tags: Human Resources, Processes, Service Delivery When implementing our recommended Screening Process, these pre-written templates may come in handy for our ticket automation or for your manual emails. Download [1.39 MB] ALSO READ  HR03 -…

  • HR04 - Employee Handbook

    Jan 10, 2020

    Tags: Human Resources, Processes, Service Delivery It’s large, and it’s thorough. A lot to go through, but it can give you a great head start.  Download [1.46 MB] ALSO READ  HR03 - Recruiting & Screening…

  • HR05 - New Team Member Onboarding

    May 26, 2020

    Tags: Human Resources, Processes, Service Delivery Making a great employee culture starts with arming your new team members with everything they need out of the gate. Download [1.40 MB] ALSO READ  HR04 - Employee Handbook

  • HR05.1 - New Team Member Crib Sheet

    May 26, 2020

    Tags: Human Resources, Processes, Service Delivery A short data sheet for new team members to reference to access their systems. Download [1.40 MB] ALSO READ  HR05 - New Team Member Onboarding

  • HR06 - Task Mastery List

    Aug 5, 2020

    Tags: Human Resources, Processes, Service Delivery ALSO READ  HR05 - New Team Member Onboarding ALSO READ  HR04 - Employee Handbook

  • HR07 - Time Sheets

    May 27, 2019

    Tags: Human Resources, Processes, Service Delivery Every work day, your time sheet should have at least 8 hours on it. Since ConnectWise Manage is adding all the time you enter against service tickets to your…

  • HR07.1 – Daily Time Sheet Review

    Jan 10, 2020

    Tags: Human Resources, Processes, Service Delivery The process in HR07.2 – Time Sheets approval, can take quite some time per employee and be more difficult to fix after the fact if too much time passes…

  • HR07.2 - Time Sheet Approval

    Jan 10, 2020

    Tags: Human Resources, Processes, Service Delivery Time sheets are due by 10 a.m. the day after the time period is over. Sometime after this time, you should go to Time & Expense…My Approvals. Go to…

  • HR08 - Team Member Evaluation – Quarterly

    Dec 2, 2020

    Tags: Human Resources, Processes, Service Delivery This is process is recommended in conjunction with HR8.2 – Team Member Evaluation – Biweekly, and draws upon Core Values from the EOS© Vision, Traction Organizer (VTO – a…

  • HR08.2 - Team Member Evaluation – Biweekly

    Apr 23, 2019

    Tags: Human Resources, Processes, Service Delivery Team Member Evaluation Download [1.39 MB] ALSO READ  HR01.1 - Job Descriptions - Tier 1 Help Desk ALSO READ  HR01.2 - Job Descriptions - Service Coordinator

  • HR09 - Coaching System

    Aug 26, 2020

    Tags: Human Resources, Processes, Service Delivery No one likes to have to discipline someone, but boundaries must be set for behavior. This system is design to help everyone be successful and offers “threats” and “reprimands”…

  • HR09.3- Training Policy

    Aug 5, 2020

    Tags: Human Resources, Processes, Service Delivery See our Training Policy in this document. Download [14.89 KB] ALSO READ  HR09 - Coaching System ALSO READ  HR10 - Client Birthdays

  • HR10 - Client Birthdays

    May 3, 2019

    Tags: Human Resources, Processes, Service Delivery Download [13.32 KB] Celebrating people is important!

  • HR11 - Celebration Policy

    Jan 10, 2020

    Tags: Human Resources, Processes, Service Delivery Celebrating the little things can really bring a team together, but it does come with a cautionary tale. We’ve been witness to “unfair” celebrations. Download [1.40 MB] ALSO READ …

  • HR15 - Social Media Policy & Marketing

    Jan 10, 2020

    Tags: Human Resources, Processes, Service Delivery Social Media use is a personal choice for all our team members. However, for anyone who chooses to use it, there are two concerns that can reflect on the…