Running the Business · Part 6
Template: the new-hire packet index
A one-page index of what goes into the packet every new employee receives and signs on the first day, in the order to hand it over, with the source of each form, so the packet is printed the night before and the personnel file is complete by the end of the day. It is the companion to the hiring checklist.
What the full lesson covers
- Print the packet from the agencies' current forms; agencies revise them and the old version is the wrong version.
- The employee signs the acknowledgments and keeps copies; the I-9 goes in its own folder; everything else in the personnel file.
- The IIPP and heat training sign-ins are in the packet so that day one produces the training record 8 CCR 3203 requires.
- Add the shop's own documents: the offer, the handbook acknowledgment, the truck stock list, the job-site checklist.
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More lessons in Growing the Business
- 1Hiring under AB 5: the ABC test, why a 1099 helper is a lawsuit unless they hold their own license, and the construction subcontract exemption
- 2Employees: wage and hour, overtime, meal and rest periods, final-pay rules, and the workers' compensation class code
- 3Apprentices and the Division of Apprenticeship Standards: how a small shop trains its next plumber lawfully
- 4Adding classifications: when to add the B, the C-20, or a second specialty, and how the exam waiver works
- 5Systems: field-service software, the price book, and dispatch. What to buy, when, and what it must produce
- 6KPIs: average ticket, close rate, gross margin, and the three numbers that predict failure
- 7Supply-house credit at scale, the fleet, and inventory: the second truck's paperwork and the parts on it
- 8Becoming an RMO for someone else's company: the liability you are taking on, and the only version that is lawful
- 9Selling or stepping back: what a plumbing business is worth, what a buyer is actually buying, and what the license will and will not let you transfer
- 10Template: the hiring checklist (AB 5-safe), from the decision to the first day
- 11Template: the new-hire packet indexYou are here
- 12Template: the monthly KPI sheet