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HR06 – Task Mastery List

Tags: ConnectWise Manage, Documentation, Human Resources, Leadership, Processes, Service DeliveryThis content is for members only.Log In...

HR15 – Social Media Policy & Marketing

Tags: Human Resources, Marketing, Processes Social Media use is a personal choice for all our team members. However, for anyone who chooses to use it, there are two concerns that can reflect on the company, therefore they must be addressed. Download [1.39...

HR09 – Coaching System

Tags: Human Resources, Management, Processes, Service Delivery No one likes to have to discipline someone, but boundaries must be set for behavior. This system is design to help everyone be successful and offers “threats” and “reprimands” as a last resort. Please keep...

HR08 – Team Member Evaluation – Quarterly

Tags: Human Resources, Processes, Service Delivery This is process is recommended in conjunction with HR8.2 – Team Member Evaluation – Biweekly, and draws upon Core Values from the EOS© Vision, Traction Organizer (VTO – a two page business plan) as well as...

HR07.2 – Time Sheet Approval

Tags: Human Resources, Processes Time sheets are due by 10 a.m. the day after the time period is over. Sometime after this time, you should go to Time & Expense…My Approvals. Go to the Missing Time Sheets tab, select all, and click Send Reminder Email....

HR07 – Time Sheets

Tags: ConnectWise Manage, Human Resources, Processes Every work day, your time sheet should have at least 8 hours on it. Since ConnectWise Manage is adding all the time you enter against service tickets to your time sheet, you simply need to add a “rounding” time...

HR05 – New Team Member Onboarding

Tags: Autotask, ConnectWise Manage, IT Glue, Leadership, Management, Projects, Standards Welcoming a new team member is an exciting time.  The New Team Member Onboarding process is meant to take the stress off of you and your team as well as the new employee.  By...

HR03 – Recruiting & Screening Process

Tags: Automation, ConnectWise Manage, Human Resources, Leadership, Processes, Ticketing We’ve spent quite some time working on a screening system that leverages PSA automation. This process covers the gamut from open position to signed employment agreement....