# HR & Personnel Management This page covers staff management, outside consultants, and volunteer administration. Much of this is non-IT operational information. *Items marked **TODO** need information from someone with direct knowledge (e.g., Jim Stewart, current President, or office manager).* ## Staff Management ### Current Staff **TODO:** List current office staff positions and names (e.g., Office Manager, Administrative Assistant). ### Evaluation & Compensation
**Who gives yearly evaluations?****TODO:** (President? Executive Committee? Office manager for junior staff?)
**Who sets salaries?****TODO:** (Board approval required? Budget process?)
**Where are salary and benefits records?****TODO:** (Gusto? QuickBooks? Paper files?)
### Hiring
**Who hires new staff?****TODO:** (President? Executive Committee? Board vote?)
**What is the hiring process?****TODO:** (Job posting, interviews, background check, Board approval?)
### Work Priorities & Training
**Who assigns work priorities?****TODO:** (President? Office manager self-directs?)
**Who trains new staff?****TODO:** (Outgoing staff? Office manager? Written procedures?)
**President's specific role****TODO:** Does the President have a defined role in day-to-day staff management, or is it delegated?
## Outside Consultants **TODO:** Document each outside consultant or contracted service provider. ### Legal Counsel
**Firm / attorney name****TODO**
**Compensation****TODO:** Hourly, per project, or retainer?
**Who oversees / approves work?****TODO:** (President? Board?)
**Who manages expenditure rate?****TODO**
### Web Consultant
**Consultant name / firm****TODO**
**Compensation****TODO:** Hourly, per project, or retainer?
**Who oversees / approves work?****TODO**
**Scope of work****TODO:** Website maintenance? Design? Both?
### Other Consultants **TODO:** Are there other outside consultants (accounting/audit, landscaping, etc.)? List them here. ## Volunteer Management ### Adding Volunteers to Committees
**Who appoints committee members?****TODO:** President? Committee chair? Both? (Refer to [SHHA Bylaws](#bkmrk-e%26o-%28errors-%26-omissi) for the formal process.)
**Process****TODO:** Document the step-by-step process for adding a new volunteer (nomination → approval → IT setup)
**IT setup when adding**Committee chair notifies office staff → staff sends Microsoft invitation → volunteer accepts → staff adds to mailing list. See the *Quick Start for New Volunteers* page.
### Removing Volunteers from Committees
**Process****TODO:** Who initiates removal? (Chair? Volunteer self-removal? Board?)
**IT cleanup**Office staff removes from mailing list; IT removes SharePoint and mailbox access if applicable.
### Replacing a Committee Chair
**Process****TODO:** (Refer to Bylaws — link needed.) Who nominates the new chair? Board approval required?
**IT transition**Shared role mailbox access is transferred (revoke outgoing, grant incoming). See the FAQ section on email transitions.
## Insurance
**E&O (Errors & Omissions) insurance****TODO:** Do we have E&O coverage? What does it cover? Policy details?
**General liability insurance****TODO:** Coverage details? Does it extend to volunteers?
**D&O (Directors & Officers)****TODO:** Do we have D&O insurance?
**Cyber liability****TODO:** Do we have cyber liability coverage?
**Insurance broker / carrier****TODO:** Company name and contact