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

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Presentation transcript:

Staff Manual What should be included?

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

HISTORY / BACKGROUND OF FIRM – Founder – Employees – Service area – Civic achievements BASIC PRINCIPLES OF FIRM – Expectations / demands – Mission Statement / G & O

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

PERSONNEL POLICIES QUALIFICATIONS PROBATIONARY PERIOD WORK SCHEDULES APPEARANCE – DRESS CODE RESPONSIBILITIES – DAILY PROCEDURES

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

PROFESSIONAL ISSUES Manners & Conduct – TELEPHONE ETIQUETTE – PERSONAL CONTACT – COURTESIES – GENERAL COMMUNICATION SKILLS Professional terms / Vocabulary Confidentiality – POLICY REGARDING RELEASE OF INFO – IDENTITY THEFT issues

FIDUCIARY RESPONSIBILITIES RECORDS, OFFICE FORMS AND THEIR USE FIRST CALL DETAILS CARE & HANDLING OF REMAINS

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

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

Compliance Examples OSHA FTC – Funeral Rule, Warranties, FTIL, etc. EPA / medical waste State Board (ex: continuing ed.) General recordkeeping

Salary Starting FD = starting teacher 12 months (with on-call) 3 years education + internship 9 months 4 year degree STOP – do salary survey