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  1. @147 CHAP ZZ
  2.  
  3.                         PERSONNEL POLICIES SUMMARY
  4.  
  5. >                       FOR:  @NAME                                    
  6. >                  [Enter subtitle, company name, etc. here]
  7. >                  ____________________________________________________
  8.  
  9.           1.  WORKING HOURS.   Describe briefly the policy you will set
  10.               for working hours, including starting time, how much time
  11.               will be allowed for lunch,  knocking-off time,  and which
  12.               days of the week employees will be expected to work.  If,
  13.               like many  companies these days,  you want to adopt  some
  14.               kind of "flex-time" system, spell out how that will work.
  15. >                  ____________________________________________________
  16. >                  ____________________________________________________
  17. >                  ____________________________________________________
  18. >                  ____________________________________________________
  19. >
  20.           2.  OVERTIME.   Outline your company policy on overtime work.
  21.               Refer to the "Legal Matters"  submenu of this program  or
  22.               to Sections 11.5  and 5.7  of the "STARTING & OPERATING A
  23.               BUSINESS" book for your state for an outline of the state
  24.               and  federal labor  law requirements for  paying overtime
  25.               premiums.  Points to consider here will include:
  26.  
  27.                    (a) Whether you will pay "exempt" (administrative or
  28.                        professional)  employees overtime  if they  work
  29.                        extra hours, and
  30.  
  31.                    (b) Whether you will require  employees to first ob-
  32.                        tain permission before working overtime.
  33. >
  34. >                  ____________________________________________________
  35. >                  ____________________________________________________
  36. >                  ____________________________________________________
  37. >
  38.           3.  COMPENSATION.   Make a list of the job  positions in your
  39.               company other  than your own,  and the compensation level
  40.               for each.   Also write out a specific job description for
  41.               each position where indicated below in this worksheet (by
  42.               inserting as many additional new lines as you need), out-
  43.               lining duties and responsibilities for each job position.
  44.  
  45.                                                                Total
  46.                          Position          Wage    Salary   Monthly Pay
  47. >                  ____________________   ______   ______    ________  
  48. >                  ____________________   ______   ______    ________  
  49. >                  ____________________   ______   ______    ________  
  50. >                  ____________________   ______   ______    ________  
  51. >                  ____________________   ______   ______    ________  
  52. >
  53.           4.  VACATION POLICY.   Describe  how much paid  vacation your
  54.               employees will have,  how this  may increase after a cer-
  55.               tain number of years of service and whether vacation time
  56.               and sick leave time  off will  be combined  into a single
  57.               category for employees as some companies now do to reward
  58.               employees who do not abuse sick leave,  and to discourage
  59.               others  from using  sick leave as  additional vacation by
  60.               playing "hooky." Will you pay employees who terminate for
  61.               unused vacation?  (The laws of many states require you to
  62.               do so.)
  63. >
  64. >                  ____________________________________________________
  65. >                  ____________________________________________________
  66. >                  ____________________________________________________
  67. >
  68.           5.  SICK LEAVE POLICY. Outline your policy for both paid sick
  69.               leave and unpaid  sick leave,  or whichever you choose to
  70.               provide, if not both. (Note: Sick pay is no longer exempt
  71.               from FICA tax, in general.)
  72. >
  73. >                  ____________________________________________________
  74. >                  ____________________________________________________
  75. >                  ____________________________________________________
  76. >
  77.           6.  LEAVES OF ABSENCE.   What will your policy be towards em-
  78.               ployees who request unpaid leaves of absence?
  79. >
  80. >                  ____________________________________________________
  81. >                  ____________________________________________________
  82. >                  ____________________________________________________
  83. >
  84.           7.  TIME OFF WITH PAY.   Will you provide other time off with
  85.               pay for such eventualities as  funerals or emergencies in
  86.               an employee's immediate family?  Jury duty?  The birth of
  87.               a child?
  88. >
  89. >                  ____________________________________________________
  90. >                  ____________________________________________________
  91. >                  ____________________________________________________
  92. >
  93.           8.  PROMOTIONS AND EVALUATIONS.  Outline your firm policy for
  94.               evaluating  employees'  performance and  determining when
  95.               promotions will be made.
  96. >
  97. >                  ____________________________________________________
  98. >                  ____________________________________________________
  99. >                  ____________________________________________________
  100. >
  101.           9.  FRINGE BENEFITS. Consider which of the following employee
  102.               fringe benefits you will provide and indicate in specific
  103.               terms just what your  policy will be for each  that is to
  104.               be provided.
  105.  
  106. >                  (a) Medical Insurance. _____________________________
  107. >                  ____________________________________________________
  108. >                  (b) Long-term Disability Insurance. ________________
  109. >                  ____________________________________________________
  110. >                  (c) Life Insurance. ________________________________
  111. >                  ____________________________________________________
  112. >                  (d) Dental Insurance. ______________________________
  113. >                  ____________________________________________________
  114. >                  (e) Medical Expense Reimbursement. _________________
  115. >                  ____________________________________________________
  116. >                  (f) Child Care Benefits. ___________________________
  117. >                  ____________________________________________________
  118. >                  (g) Maternity Benefits. ____________________________
  119. >                  ____________________________________________________
  120. >                  (h) Pension or Profit Sharing Plans. _______________
  121. >                  ____________________________________________________
  122. >                  (i) Paid Holidays. _________________________________
  123. >                  ____________________________________________________
  124. >                  (j) Autos or Auto Allowances. ______________________
  125. >                  ____________________________________________________
  126. >                  (k) Expense Accounts. ______________________________
  127. >                  ____________________________________________________
  128. >                  (l) Employee Discounts on Purchases. _______________
  129. >                  ____________________________________________________
  130. >                  (m) Stock Options (if incorporated). _______________
  131. >                  ____________________________________________________
  132. >                  (n) Incentive Bonus Plan. __________________________
  133. >                  ____________________________________________________
  134. >                  (o) Other Fringe Benefits (describe). ______________
  135. >                  ____________________________________________________
  136.  
  137.           10. PLACEMENT FEES.   If you hire employees through a person-
  138.               nel agency or "headhunting" firm, will you pay the place-
  139.               ment fee charged by such agency?
  140. >
  141. >                  ____________________________________________________
  142. >                  ____________________________________________________
  143. >                  ____________________________________________________
  144. >
  145.  
  146.  
  147.                              --END OF CHECKLIST--
  148.  
  149.