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Staff Manual

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

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Staff Manual

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  1. Staff Manual What should be included?

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

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

  4. ADMINISTRATION • FLOW OF AUTHORITY • ASSIGNMENT OF DUTIES • USE OF FIRM PROPERTY • EXPENSE REIMBURSEMENT

  5. PERSONNEL POLICIES • QUALIFICATIONS • PROBATIONARY PERIOD • WORK SCHEDULES • APPEARANCE • DRESS CODE • RESPONSIBILITIES • DAILY PROCEDURES

  6. 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

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

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

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

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

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

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

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