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Human Resources & Operations
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Effective nonprofits invest in their staff and/or volunteers. Values have been articulated and practices are expressed in policies and team building.
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 - 1099 MISC - IRS Form
- I-9 - IRS Form
- W-4 - IRS Form
-
Not Paying Your Taxes? Your Board Could Be Personally Liable - Nonprofit Quarterly
- OSHA COVID-19 Rules Effective November 16, 2020 - NFIB
- 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
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
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 - Oregon Business
- Best Nonprofits to Work For Key Drivers - 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 Sick Leave Law Guide - Fit Small Business
PTO Programs
- How to Design a 21st Century Time-Off Program - SHRM
- How to Kick a PTO Program Off for Your Nonprofit - HRDirect
- Sabbatical Program Website - The Durfee Foundation
- DIY Sabbatical Guide for Nonprofits - The Durfee Foundation
- 20 Year Retrospective Report on Sabbatical Program - The Durfee Foundation
Oregon's Paid Family Medical Leave Insurance (PFMLI) Program
- Paid Leave Oregon - Program Website
- Paid Leave Oregon - Employer Resources
- Primer on Oregon's PFMLI program - Ogletree Deakins
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)
NAO has a member benefit with UST for nonprofit unemployment mgmt services - 3 Core Strategies - Nonprofits as Competitive Employers - Philanthropy University
- Hiring Toolkit - The Bridgespan Group
- Hiring Process Tips - The Bridgespan Group
- Hiring Guide - Nonprofit Ready (Guide)*
- 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
- The Great Resignation: Make It Stop! - CFO Selections
- The Great Resignation: How Nonprofits Can Come Through Stronger - Forbes
- The Great Attrition Making Hiring Harder: Searching Right Talent Pools? McKinsey
Nonprofit Recruitment and Staffing Agencies
- NAO Business Member Service Providers - The Directory
Diversity in Recruiting
- Effective Planning for Diversity Talent Acquisition - ExecSearches
- Diversity, Equity and Inclusion Blog - ExecSearches
- Recruiting Diverse Talent - The Bridgespan Group
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. - Nonprofit Professionals Now - Willamette Valley Development Officers
- Partners in Diversity - Career Center
- Mosaic Metier - partners in diversity recruitment
- The Nonprofit Network
- 20 Top Job Boards for Diversity Hiring - Breezy HR
- 24 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 Guidance for Personnel Policies and Procedures - MissionBox
- Nonprofit HR Best Practices Toolkit - Taproot Foundation
- Employee Handbook Sample - Nonprofit Network
- Employee Handbook Issues & Essential Policies - Mammoth HR
- Leadership Toolkit for Managing Employees - UST
- Workplace Coaching Guide & Sample Questions - Mammoth HR
Nonprofit Employee & Executive Director Evaluation (see #2 above for Comp & Benefits info)
- Nonprofit Employee Performance Evaluation - MissionBox
- Nonprofit Performance Assessment: Setting the Stage - The Bridgespan Group
- Executive Director Evaluation - MissionBox
- 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
- 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: Strategies for Recruiting, Training and Utilizing - US Department of Health & Human Svcs
- 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:
- OneDigital - contact Mary Caballero - also offer retirement plan program as NAO member benefit.
- Bliss Sequoia Insurance - contact Lance Barnwell
- CSNW Benefits - contact Jennifer Bugley
- Great Northern Staff Administrators (GNSA) - contact Robert Nicholl
- Employers with 25+ employees.
- Brown and Brown Northwest (25+ staff) - contact Steve Miller
- Employers with 50+ employees:
- Nonstop Wellness - offer health insurance program as NAO member benefit.
- Nonstop Wellness - 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
- Cyber Security for Nonprofits Guide - NTEN
- 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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