Human Resources & Operations

Resource Topics On This Page:

1. HR Legal & Compliance
2. Employee Compensation & Benefits
3. Employee Hiring 
4. Employee Management
5. Volunteer Management
6. Independent Contractors
7. Demographic Data Collection
8. Health Insurance
9. Workplace Wellness & Remote Workers
10. Workplace Discrimination & Harassment
11. Data Privacy & Security

Diversity, Equity & Inclusion resources - See Leadershp & Culture

1. HR Legal & Compliance

• UST Nonprofit Employer Toolkits - Unemployment Services Trust (UST)
  NAO has a member benefit with UST for nonprofit unemployment mgmt services
  • HR Compliance Toolkit
  • Employer Risk Management Toolkit
  • People Risk Management Toolkit
• 1099 MISC - IRS Form
• I-9 - IRS Form
• W-4 - IRS Form
• Managing Nonprofit Employees - National Council of Nonprofits

• Not Paying Your Taxes? Your Board Could Be Personally Liable - Nonprofit Quarterly
• State of Oregon Bureau of Labor and Industries - BOLI Website
• U.S. Department of Labor - State Labor Laws - DOL Website
• U.S. Federal Overtime Rules - NAO Update (adapted from National Council of Nonprofits)
• Federal FLSA Guide - Is My Employee Exempt from Overtime? - Mammoth HR 
• Federal Labor Laws By Employee Count - Mammoth HR 

Oregon Workplace Fairness Act

• Oregon Workplace Fairness Act: Significant Changes for Employers - Denecke Employment Law
• Oregon Workplace Fairness Act: Changes to Discrimination/Harassment Claims - The National Law Review

2. Employee Compensation & Benefits

• NAO's 2021 Oregon Nonprofit Compensation & Benefits Report - NAO 
• 100 Best Nonprofits to Work For in Oregon (2022) - Oregon Business
• Best Nonprofits to Work For (2022) - The Nonprofit Times
• Compensation for Nonprofit Employees - National Council of Nonprofits 
  • Executive Compensation - National Council of Nonprofits
  • Nonprofit Executive Compensation - Foundation Group
  • Severance Pay for Nonprofit Employees - Wagenmaker and Oberly

Oregon Paid Family Medical Leave Insurance Program (PFMLI)

• Paid Leave Oregon Overview - NAO
• Paid Leave Oregon - Program Website
• Paid Leave Oregon - Employer Resources
• Paid Leave Oregon - OFLA MFLA Comparison Chart
• Paid Leave Oregon: What Employers Need to Know - Ogletree Deakins

PTO Programs

• How to Design a 21st Century Time-Off Program - SHRM
• Oregon Sick Leave Law Guide - Fit Small Business
• Sabbatical Program Website - The Durfee Foundation
• DIY Sabbatical Guide for Nonprofits - The Durfee Foundation
• 20 Year Retrospective Report on Sabbatical Program - The Durfee Foundation

OregonSaves - state-run retirement plan (all staffed nonprofits must register)

• OregonSaves Website - State of Oregon
• OregonSaves: Everything You Need to Know about state-run IRA retirement plan - Zenefits

Retiring/Exiting Executive Director/CEO

• Exit Planning for Retiring Nonprofit CEOs - BoardSource
• Exit Agreements for Nonprofit CEOs - Nonprofit Quarterly
• Compensation Approaches for Chief Executive Transition - Strategy + Action Philanthropy

3. Employee Hiring

• UST Nonprofit Employer Toolkits - Unemployment Services Trust (UST)
  • Employee Onboarding Toolkit
  • Employee Engagement Toolkit
  • Recruitment & Retention Toolkit
• NAO has a member benefit with UST for nonprofit unemployment mgmt services
• Workers in Nonprofits  Lifecyle Toolkit - The Washington Nonprofit Institute
• Hiring Toolkit - The Bridgespan Group 
• Hiring Process Tips - The Bridgespan Group
• Hiring Your First Nonprofit Employee - Nonprofit Accounting Academy
• Interview Questions Guide - Mammoth HR
• Interview Questions: Legal and Illegal - The Bridgespan Group
• Job Description Toolkit - The Bridgespan Group 
• Mistakes Employers Make in Employment Applications - Ogletree Deakins
• Onboarding: The How and the Why - Center for Nonprofit Excellence

Employee Retention

• Employee Retention - Five Ways to Improve w/o Spending A Dollar - PIMG
• The Great Resignation: Make It Stop! - CFO Selections
• The Great Resignation: How Nonprofits Can Come Through Stronger - Forbes

Diversity in Recruiting

• Effective Planning for Diversity Talent Acquisition - ExecSearches
• Diversity, Equity and Inclusion Blog - ExecSearches
• Recruiting Diverse Talent - The Bridgespan Group

Nonprofit Recruitment and Staffing Agencies

• NAO Business Member Service Providers - The Directory

Job Boards for Nonprofits

• Mac's List - Pacific Northwest Career Hub
  NAO offers a member benefit. Job board on NAO's website pulls from Mac's List.
• Partners in Diversity - Career Center
• Diversity Job Boards - Breezy HR
• Diversity Job Boards - ONGIG
• Mosaic Metier - diversity recruitment
• Nonprofit Job Boards  - Foundation List
• Nonprofit Job Boards - UST (State Associations in U.S.)

Background Checks

• Background Check Services - Coeus Global (NAO Member Benefit)
• Background Checks: What Employers Need to Know - US Equal Employment Opportunity Commission

4. Employee Management

• Managing Nonprofit Employees - National Council of Nonprofits 
• Nonprofit HR Best Practices Toolkit - Taproot Foundation
• Employee Handbook Sample - National Council of Nonprofits
• Leadership Toolkit for Managing Employees - UST
• Workplace Coaching Guide & Sample Questions - Mammoth HR

Employee & Executive Director Evaluation (see #2 above for Comp & Benefits info)

• Nonprofit Performance Assessment: Setting the Stage - The Bridgespan Group
• Executive Director Evaluation & Compensation - BoardSource
• Executive Director Evaluation Form - Blue Avocado 
• Executive Director Evaluation Form - The Management Center

Workplace Re-entry during COVID

• Workplace Re-entry: General Guidance for Employers & Organizations - Oregon Health Authority 
• Protecting Workers: Guidance on Mitigating & Preventing Spread of COVID-19 - OSHA
• Workforce Re-entry Toolkit for Nonprofits - UST 

5. Volunteer Management

• Volunteers - National Council of Nonprofits
  • Includes Volunteer Waiver Samples & other volunteer tools
• Volunteers: Better Selecting and Onboarding Volunteers - Nonprofit Ready (Video)*
• Volunteers: Essential Guide to Managing Volunteers at Your Nonprofit - Volunteer Pro
• Volunteers: Guide to Recruitment - Qgiv
• Volunteers: Handbook for Recruiting, Training and Utilizing - US Dept of Health & Human Svcs 
• Volunteer Handbook: How to Create a Volunteer Handbook - the balance small business
• Volunteer Risk Management - Oregon DAS
• Volunteers And Stipends - Legal For Good
• Volunteers - Be Careful Not to Convert Nonprofit Volunteers into Employees - Perkins Law
• Volunteers: 3 Tips for Moving from All-Volunteer to First Paid Staff - Bloomerang
• Combating Volunteer Burnout - VolunteerHub 
• Interns: Employees or Volunteers - National Council of Nonprofits 

Volunteer Screening & Background Checks

• Background Check Services: Coeus Global (NAO member benefit)
• Background Checks: What Employers Need to Know - US Equal Employment Opportunity Commission
• Volunteer Screening Alert: Screening is for Employment Purposes under FCRA - Coeus Global
• Volunteer Screening Best Practices - West Bend

6. Independent Contractors

• A RFP Process Overview - TechSoup 
• Classifying Employees Correctly - National Council of Nonprofits
• Independent Contractor or Employee - IRS Brochure
• Oregon Independent Contractors - State of Oregon 
  • Employee or Independent Contractor - State of Oregon
  • Frequently Asked Questions - State of Oregon
• Reporting Payments to Independent Contractors - IRS 
• Working With Consultants Guide - Department of Health & Human Svcs 
• Independent Contractor Agreement Sample - Stanford Law School

7. Demographic Data Collection

• Resources for Demographic Data Collection - D5 Coalition
• Gathering Demographic Information from Surveys - SurveyMonkey

8. Health Insurance

NAO offers a member benefit with Nonstop Wellness for health insurance (50+ staff members).

• Nonprofit Insurance Providers - NAO Directory
• Employers with/1-24 employees:
  • Bliss Sequoia Insurance - contact Lance Barnwell
    • Bliss Sequoia Group Health Insurance
  • CSNW Benefits - contact Reilly Anderson
    • Health and Benefit Programs
  • Great Northern Staff Administrators (GNSA) - contact Robert Nicholl
    • Oregon Group Health Insurance Quotes
• Employers with 25+ employees.
  • Brown and Brown Northwest (25+ staff) - contact Steve Miller
    • Benefit Design and Delivery
• Employers with 50+ employees:
  • Nonstop - offer health insurance program as NAO member benefit. 
     
• Guide to Traditional Health Plan Design - Nonstop Wellness
• Empowering Healthcare Terms You Need To Know - NAO and Nonstop Wellness 
• Nonprofit FAQ's About the Affordable Care Act - National Council of Nonprofits 

9. Workplace Wellness & Remote Work

Oregon Healthy Workforce Center - OHSU

• Workplace Safety, Health and Well-being - Tools & Resources
• Health Impacts Safety - Meeting Guides
• Total Worker Health - Benefits
• Advancing Worker Safety, Health and Well-being - Workbook
• Making the Business Case for Total Worker Health - Business Case

Remote Workers

• Examining Today's Most Effective Workplace Structure - CFO Selections
• Remote Worker & Telecommuting Practices for Nonprofits - NCN
• Remote Worker Policies & Practices during COVID - PRM Consulting Group

10. Workplace Discrimination & Harassment

• Oregon's Workplace Fairness Act Brings Drastic Changes to Discrimination and Harassment Claims - The National Law Review (Effective 10/1/20)
• Oregon Workplace Fairness Act Requires Employers to Implement Significant Changes - Denecke Employment Law
• Sexual Harassment - Oregon Bureau of Labor and Industries
  • Includes Anti-Discrimination & Workplace Harassment Policy Sample
• Identifying and Preventing Workplace Harassment Guide - Mammoth HR 
• Preventing Workplace Harassment & Protecting Victims at Your Nonprofit - Nonprofit HR 
• Types of Harassment in the Workplace - The Balance Careers 

11. Data Privacy & Security

• NAO Nonprofit Guide to Data Privacy - NAO and Miller Nash Graham and Dunn
• Data Breaches and Cyber Security Protection - NAO & Brown and Brown Insurance
• CyberSecurity Practices While Working from Home - Clark Nuber
• Cyber Security for Nonprofits - National Council of Nonprofits
• Cybersecurity and Privacy - Nonprofit Guidelines by Microsoft - TechSoup 
• Security Policy Templates - SANS

To view an A-Z list of all P&P resources, go to: NAO Resources Index

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