Lately I have been focusing a lot of my energy on developing the policies for the company.

I have been using Google Drive as the center of the entire handbook. Rather than creating a paper handbook for the company, it is all in the cloud. Each process has its own google drive spreadsheet, with links off of this spreadsheet to the policy. For example:

Right now I am working on the hiring process spreadsheet. What I am working on is pasted below:

Task Employee to complete task Employee to oversee task is completed
Before any employees are offered the job:
Resume Screening* Office Manager Justin
RI Background check* Office Manager Justin
Phone Interview Screening* Office Manager Justin
In Person Interview Screening* Office Manager Justin
Field Screening (test out in field) Field Manager Justin
After the employee is offered the job, required for all positions:
Employee information saved in contact list Position Applying Office Manager
Create new SA user and assign to appropriate crew* Office Manager Justin
Obtain w4 from employee* Position Applying Office Manager
Obtain direct deposit information* Position Applying Office Manager
Copy of driver’s license & social security card* Position Applying Office Manager
Signed and initialed employee agreement* Position Applying Office Manager
Completed applicant questionaire* Position Applying Office Manager
Signed Job Responsibilities list Position Applying Office Manager
Federal background check* Position Applying Office Manager
Office Manager orientation* Position Applying Office Manager
Email payroll company with w4, rate of pay, and direct deposit info Office Manager Justin
Provide 3 company shirts* Field Manager Office Manager
Employee file created in Google Drive* Office Manager Justin
Required for Crew Foreman & Mechanic
Signed Equipment List Position Applying Office Manager
Provide company tablet Office Manager Justin
Required for Crew Foreman, Mechanic, Field Manager, Office Manager, and Bookkeeper positions:
Set up ringcentral extension Position Applying Office Manager
Order business cards for employee Position Applying Office Manager
Order Credit Card/Debit Card for Employee Position Applying Office Manager
2-3 paragraph bio for website Position Applying Office Manager
SA 1 hour walkthrough training* Position Applying Office Manager
Required for Crew Foreman:
Copy of Crew Foreman Handbook provided to employee Office Manager Justin
Annual trailer safety inspection Crew Foreman Office Manager
Required for Crew Foreman & Field Manager Positions:
Copy of health card or verification of doctors appointment* Position Applying Office Manager
Motor Vehicle Report* Position Applying Office Manager
Mechanic orientation Position Applying Office Manager
Required for Field Manager, Bookkeeper, & Office Manager Positions:
Provide Company Laptop Office Manager Justin
Required for Office Manager and Bookkeeper positions:
Provide PO box key Office Manager Justin
Required for Field Manager Position:
Provide assigned vehicle key Mechanic Office Manager
Required for Office Manager:
Set up google voice text message forwarding Office Manager Justin
Provide bank night drop key Office Manager Justin
*Must be processed prior to employee’s first day of work

Basically, this is our hiring process as a checklist for what needs to get done for each employee we hire. Off of this checklist, we have links, for more detailed information on how to accomplish the listed task.

Pretty clever I thought- we will see how it works in practice.

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