Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC...

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Staff Manual What should be included?

Transcript of Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC...

Page 1: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

Staff Manual

What should be included?

Page 2: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

Sample Components

• HISTORY / BACKGROUND OF FIRM• BASIC PRINCIPLES OF FIRM• ADMINISTRATION• PERSONNEL POLICIES• PROFESSIONAL ISSUES• COMPLIANCE practices• other?

Page 3: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

• HISTORY / BACKGROUND OF FIRM– Founder– Employees– Service area– Civic achievements

• BASIC PRINCIPLES OF FIRM– Expectations / demands– Mission Statement / G & O

Page 4: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

ADMINISTRATION

• FLOW OF AUTHORITY• ASSIGNMENT OF DUTIES• USE OF FIRM PROPERTY• EXPENSE REIMBURSEMENT

Page 5: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

PERSONNEL POLICIES• QUALIFICATIONS

• PROBATIONARY PERIOD

• WORK SCHEDULES

• APPEARANCE– DRESS CODE

• RESPONSIBILITIES– DAILY PROCEDURES

Page 6: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

• COMPENSATION & BENEFITS• INSURANCE• MEDICAL COVERAGE– PHYSICAL EXAM– HEPATITIS VACCINE– CHEST X-RAY

• VACATION SCHEDULE• ABSENCE FROM DUTIES• PERSONAL CONDUCT WHILE ON DUTY– OFF DUTY HOURS

• CAUSES FOR DISCHARGE

Page 7: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

PROFESSIONAL ISSUES

• Manners & Conduct– TELEPHONE ETIQUETTE– PERSONAL CONTACT– COURTESIES– GENERAL COMMUNICATION SKILLS

• Professional terms / Vocabulary• Confidentiality– POLICY REGARDING RELEASE OF INFO– IDENTITY THEFT issues

Page 8: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

• FIDUCIARY RESPONSIBILITIES

• RECORDS, OFFICE FORMS AND THEIR USE

• FIRST CALL DETAILS

• CARE & HANDLING OF REMAINS

Page 9: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

ARRANGEMENTS PROCEDURES

plus things like• FEES / Charges• FTC COMPLIANCE• EXTENSION OF CREDIT• COLLECTION PROCEDURES

Page 10: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

Other operating procedures

• Removal• Embalming• Dressing/casketing• Visitations• Ceremonies: service/mass/memorial, etc.• Graveside• Parking cars

Page 11: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

Compliance

Examples• OSHA• FTC– Funeral Rule, Warranties, FTIL, etc.

• EPA / medical waste• State Board (ex: continuing ed.)• General recordkeeping

Page 12: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.

Salary

• Starting FD = starting teacher

• 12 months (with on-call)3 years education + internship

• 9 months4 year degree

STOP – do salary survey

Page 13: Staff Manual What should be included?. Sample Components HISTORY / BACKGROUND OF FIRM BASIC PRINCIPLES OF FIRM ADMINISTRATION PERSONNEL POLICIES PROFESSIONAL.