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Hire Date:
not an editable title, it’s what Bamboo uses to determine when a new hire shows up on the home page, it’s auto-filled as the same date when a candidate get’s moved from Breezy to Bamboo, Bamboo also uses it to allow people to sign docs, it has to be the present date for SDRs signing docs (since they don’t use the hiring packet and it won’t allow them to sign if the date is empty or in the future), but once signed, we delete the date and leave it blank, then change it to match their started date
Contract Effective Date:
this is for dates on agreements - it will be earlier than the start date for people in PreBoarding or doing a trial, it will be the same date for office people, it will change when people get promotions and have a new date on their contract
Started Date - Non Temp Started Date:
this is the start date of their full time job, not the day they started their trial or the day they started preboarding, it is updated on their first day when it’s been confirmed that they showed up
Scheduled Start Date:
this is specifically entered for SDRs when they pass preboarding and set a certain start date - we also use this for other positions and enter the date they plan on starting once they’ve signed their offer

Managers:
Brit (Recruitment Admin) [Recruitment]
Gwen (Recruitment Interview) [Recruitment]
Wade (WI Sales) [Sales Development - Madison]
Jacob (MN Sales) [Sales Development - Twin Cities/Savage]
Alexandra (Project Management) [Project Management]
Alyssa (Design Team) [Design Team]
Tony (Tech Team) [Tech Team]
Christo (MN Electrical) [Electrical Crew - Savage]
Frank (WI Electrical) [Electrical Crew - Madison]
Mark (Installation) [Panel Crew - Savage]
Colton (Warehouse Assistants) [Installation Operations]
Paul (Finance) [Finance/Legal]
Troy (Marketing) [XM Marketing]
Jaela (Sales Enablement) [Sales - Energy Consultants and SE]
* Department written in brackets, title in parentheses*


LLC discussion:
“Awesome, in that call with HR you'll be going over things like direct deposit and tax forms... will you be filing as a single proprietor or do you plan on filing as an LLC?...
if LLC
.... sweet! Then before that call we'll just need the name of your LLC and the EIN number. Do you have that handy now?
... if no...
no problem, I'll have our HR team reach out to you for that info."

Remote
After signed offer...
MADELINE: Send background check (confirm one has been sent), once submitted schedule HR Docs call for early on first day (ask about LLC on this call)
MADELINE: Put job details in HR Docs channel & move stage to Send to Bamboo
MADELINE: schedule onboarding with manager
KENDALL: update job details (+scheduled start date, referred by, etc.) (FILL OUT ALL INFO IN JOB DETAILS BEFORE CREATING HIRING PACKET - be sure to send compensation request!)
KENDALL: create Hiring Packet (agreement, direct deposit, w9)
REBEKAH: send tech team a message letting them know their start date
KENDALL: Hop on call, send hiring packet, go over docs, UPLOAD OB TASKS (the LMS course info will now be a Bamboo task that will appear for full-time employees), send message in HR docs channel that candidate signed
KENDALL: Add to LMS & specific course (if required)
Add First & Last name, email address, username (re-add email address here), password: everlight123!
Add them to their group by clicking the + sign
HAILEY: make Breezy profile private

ADMIN
Update Started Date
Add to “Scheduled Payment Disbursement Day” event on calendar
Update Bamboo with work email
Assign Access Level in Bamboo
Add to LMS course (PDA, Recruitment, Design)
Add to Slack Group

MANAGER/ OTHER
Add to team slack channels
Add assets (computer)
Add to daily/ weekly team meetings
Check that new hire updated account access info
Pass off values
Create red booth lists and tasks
Add to other software
Add to payroll
2 week check in

NEW HIRE
Memorize values
Add account access
Update personal info
Add LLC info if applicable
Complete LMS


Sales
Candidate schedules the HR Docs call…
MADELINE: Put information in HR Docs slack channel & move to Send to Bamboo
KENDALL: after information is put in HR Docs slack channel, update job details (+referred by field)
**SDRs when going into Bamboo need to have the job title of
SDR PReBoarding
KENDALL: add Hiring Packet (SDR agreement)
ALSO ADD THIS TASK WITH HIRING PACKET:
Start Your OnBoarding Video Course
The username is your email and the password is everlight123!
KENDALL: Hop on call, send hiring packet, ask about LLC (fill out if yes), have them fill out personal info, go over agreement together
KENDALL: schedule pre-boarding 1 at the end of docs call
KENDALL: send message in HR docs channel that candidate signed
KENDALL: Add to LMS & to SDR PreBoarding course
Add First & Last name, email address, username (re-add email address here), password: everlight123!
Add them to their group by clicking the plus sign
(RIGHT AFTER DOCS CALL)
ALEXA: send background check when you see the PB1 call come through the slack channel, and move stage to PB1
MADELINE: Do social check
When candidate passes PB, recruitment team will put start date and information into HR Docs channel —
REBEKAH: send tech team a message letting them know their start date
KENDALL: update job info & upload OB tasks
KENDALL: add them to SDR OnBoarding LMS course
Select the SDR OnBoarding course, add users, search their name and then click the plus sign
HAILEY: mark Breezy profile private, update stage

ADMIN
update scheduled start date
add to LMS
confirm housing needs (checkboxes)
call new hire and make sure they can use bamboo (to fill out direct deposit and tax forms)
confirm that they started (update started date)
put on website
create and ship id card

MANAGER/ OTHER
manager add to team slack channel
give clothes
take photo and upload to Bamboo
Add assets to new hire profile
Talk to intern about internship
Watch new hire get rfp
Check that new hire updated account access info (7 days)
Company values check off (14 days)
Productive SDR checkbox (21 days)
2 week check in (14 days)
add to payroll
Add to salesforce list of sdrs

NEW HIRE
Memorize company values (14 days)
Add account access (5 days)
Update personal info
Add LLC info
Direct deposit
W9
Onboarding Course



ESC
Once Rebekah gives the go ahead (after trial offer call & background check)…
MADELINE: Schedule Trial - Call candidate, confirm 3 days availability, put it on the calendar for these people and
include the candidate cell phone number in the description tab of the calendar event
:
Adam, manager (Nick ー electrical, Mark ー construction), Frank (electrical in WI), Christo (electrical in MN), Joey (install in WI), Mark (install in MN), Bobbi (MN trials), Dana Heinz (WI trials), Rebekah.
MADELINE: Schedule HR Docs call for the day before the trial (ask about LLC *if WI trial/employee*)
MADELINE: Set up hotel (if needed)
MADELINE: Add info to HR docs channel & move to Send to Bamboo
KENDALL: Update job details in Bamboo (+referred by field) (FILL OUT ALL INFO IN JOB DETAILS BEFORE CREATING HIRING PACKET - be sure to send compensation request!)
KENDALL: Create hiring packet (see forms below)
ALSO ADD THIS TASK WITH HIRING PACKET:
Start Your OnBoarding Video Course
The username is your email and the password is everlight123!
KENDALL: Hop on call, send hiring packet, go over docs, send message in HR docs channel that candidate signed
KENDALL: add to LMS Safety course &
IF 1099
-
course
Add First & Last name, email address, username (re-add email address here), password: everlight123!
Add them to the PreBoarding Trials group by clicking the plus sign
If candidate is hired full-time, recruitment team will be notified —
MADELINE: put job info in HR Docs channel
KENDALL
: edit job info & UPLOAD OB TASKS
BRIT: send tech team a message letting them know the start date
HAILEY: mark Breezy profile private, update stage
REBEKAH: add to
email over insurance quote request to Parker…

ADMIN
confirm compensation with Rebekah + update job info (compensation, title)
Title should say TEMPORARY during trial, and be updated to have official title if hired on full time
Confirm person started (update started date)
Assign Access Level in bamboo
Add to “*REMINDER* Submit Invoice
” event (if 1099)

MANAGER/ OTHER
Add to team slack channels
Clothing distribution
Add to daily/ weekly team meetings
Add to other software
Check that new hire updated account access info
Company values pass off
Safety training - fill out table + add documentation
Confirm upload of proof of insurance and licensing
Add to payroll
Add to
2 week check in

NEW HIRE
Memorize company values
Add account access
Update personal info
Fill out licensing table
Upload proof of licensure
Upload proof of insurance

Supervisor:
Christo - all electrical in MN, electricians & apprentices
Frank - all electrical in WI, electricians & apprentices
Mark Steiner - all install, MN & WI

Contact:
Frank - WI, electrical
Joey - WI, installation
Manion - MN, electrical
Mark - MN, installation

HR DOCS ESC 1099:
EA’s in WI
Electricians in WI
Installation in WI
agreement (Sunburn dba ESC... Independent Contractor)
insurance quote form
safety packet
w-9
- ASK ABOUT LLC

HR DOCS ESC W2:
EA’s in MN (& IF THEY TRIAL IN WI)
Electricians in MN (& IF THEY TRIAL IN WI)
All installers in MN (& IF THEY TRIAL IN WI)
ANY TRIALS IN MN
agreement (Sunburn Construction Employment Agreement)
safety packet
Sunburn w-4
direct deposit
MN Notice
i-9 Form fillable (drivers license + ssc
or
birth certificate
OR
passport)
**Do NOT need to ask about LLC if W2**

ANY TRIALS IN MN:
Sunburn Construction Temporary Employment Agreement 2021
Safety form (can be done anytime before you start)
MN Notice (can be done before you start)
I-9 (FILL OUT SSN BEFORE DOING ANYTHING!!!)
W-4 (tax form - can do this anytime before you start)
Direct Deposit (can be done before you start)
**DO NOT ADD TO
IF ON W2**



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