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.
- 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…
- 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
- 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
- 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]…
- 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
- 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 &…
- 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…
- 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…
- 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 -…
- 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…
- 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
- 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
- Aug 5, 2020
Tags: Human Resources, Processes, Service Delivery ALSO READ HR05 - New Team Member Onboarding ALSO READ HR04 - Employee Handbook
- 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…
- 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…
- 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…
- 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…
- 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
- 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”…
- 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
- May 3, 2019
Tags: Human Resources, Processes, Service Delivery Download [13.32 KB] Celebrating people is important!
- 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 …
- 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…