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Purpose This policy outlines the process for submitting expenses incurred on a DORIS credit card, an employee’s personal credit card, and mileage reimbursements. Responsible Party All DORIS employees Interdependencies A charge has been made on a DORIS c...

Purpose Make sure we don't miss a step when onboarding Responsible Party Office Manager Interdependencies Owner(s) tell the DORIS team that the new hire has accepted the offer and signed a contract. Directions Open the Master Onboarding Schedule...

Purpose Get new hire(s) started on admin procedures.  Responsible Party Ops Manager Interdependencies Pre-boarding has been completed.  Directions Ops Manager will hold a 30 minute meeting, using the Admin Orientation Agenda with new hire(s).   Giv...

Purpose Get the new hire situated in the office. Responsible Party Office Manager Interdependencies N/A Directions Greet the new hire Show them to their workstation Answer any immediate questions Explain each space, snack situation G...

Purpose Make the new hire feel welcome. Responsible Party Office Manager Interdependencies N/A Directions Example: Introduce anyone in the office Set aside time in Standup for NH to introduce themselves Who’s who and what they do Resources Te...

Purpose Ensure the new hire understands role and organization expectations. Responsible Party Operations Manager Interdependencies After welcome tour and team introductions Directions Example: Ops Manager conducts 1:1 meeting.   Ops Manager answers ...

Purpose Setup Worksmart (HR website).  Responsible Party President and/or VP of Ops Interdependencies Office Manager has scheduled the meeting.  Directions Complete new hire paperwork in Worksmart Submit ACH Form (for direct deposit

Purpose Inform the new hire about how DORIS handles expenses, office access, and security. Responsible Party Office Manager Interdependencies The meeting is scheduled. Directions Before the meeting: Ensure that an office key is available fo...

Purpose Get the new hire comfortable with the essential tech tools Responsible Party Maria (for now) Interdependencies Email account should be established. Directions Gather snacks and caffeine Find a place where two people can chat wit...

Purpose Help the new hire transition into the rest of their week. Responsible Party Supervisor Interdependencies N/A Directions Debrief the day Answer any pending questions Explain the schedule and activities for the rest of the we...

Purpose Provide a feedback mechanism for new hire and supervisor. Responsible Party Supervisor Interdependencies N/A Directions Coordinate with the new hire to identify a time each day to meet.  Follow a simple framework for each meeting. ...

Purpose Every DORIS employee needs to be familiar with the research process. It’s what we do! Responsible Party Lead Project Strategist Interdependencies N/A Directions  Present the DORIS process across days 2-5 of the new hire’s Week One. Da...

Purpose Ensure the new hire feels valued, understands their strategic importance, and has the context needed to make meaningful contributions to the company's success. Responsible Party  Owners Interdependencies Directions Conduct the meeting accordi...

Purpose Help new hires understand the purpose and use of EOS and Ninety Responsible Party Supervisor Interdependencies Tech orientation meeting has occured. Directions Conduct the introduction based on the Onboarding :: Introduction to EOS agenda ...

Purpose Help new hires understand the purpose and use of Worksmart Responsible Party Supervisor Interdependencies NH has login access to Worksmart/PrismHR website Directions Conduct the introduction based on the agenda Resources Onboarding :: ...

Purpose Ensure that everyone is comfortable when going into external meetings. Make DORIS look good in front of clients and partners. Responsible Party Office Manager Interdependencies The new hire’s supervisor has determined which meeting(s) the new ...

Purpose Begin training NH for role-specific responsibilities  Responsible Party For Ops: Ops Manager, Lead Research Strategist, Data Analyst For Sales: Office Manager, Fractional VP of Sales, President, VP of Ops Interdependencies Onboarding activities h...

DORIS Values +1 Lead with Listening (Empathy + Communication) Hungry yet Fed (Accountability + Iteration) Ambiguity and Grit(Adaptability + Persistence) Intellect and Wit (Quality Control + Play) Through Ick and Grin (Conflict + Un...

Paid Time Off :: DORIS Guidelines for Scheduling PTO What:  This document will detail the requirements for scheduling PTO. Who: Any DORIS employee or regular part-time contract employee When: Request all planned PTO two weeks be...