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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 Discrimination & Harassment
10. Workplace Safety, Health & Well-being
11. Data Privacy & Security
Diversity, Equity & Inclusion resources - See Leadershp & Culture
1. HR Legal & Compliance
- 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
- Compensation for Nonprofit Employees - National Council of Nonprofits
- Executive Compensation - National Council of Nonprofits
- Nonprofit Executive Compansation - Foundation Group
- Severance Pay for Nonprofit Employees - Wagenmaker and Oberly
- Oregon Sick Leave Law Guide - Fit Small Business
- PTO Program - How to Design a 21st Century Time-Off Program - SHRM
- PTO Program - How to Kick One Off for Your Nonprofit - HRDirect
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
- Recruitment & Retention Toolkit - UST
- Hiring Toolkit - The Bridgespan Group
- Hiring Process Tips - The Bridgespan Group
- Hiring Guide - Nonprofit Ready (Guide)*
- Job Description Toolkit - The Bridgespan Group
- Interview Questions Guide - Mammoth HR
- Interview Questions: Legal and Illegal - The Bridgespan Group
- Mistakes Employers Make in Employment Applications - Ogletree Deakins
Diversity in Recruiting
- Effective Planning for Diversity Talent Acquisition - ExecSearches
- Pitfalls of the One-Search Diversity Strategy - ExecSearches
- Recruiting Diverse Talent - The Bridgespan Group
Background Checks
- Background Check Services - Coeus Global (NAO Member Benefit)
- Background Checks: What Employers Need to Know - US Equal Employment Opportunity Commission
Onboarding
- Employee Onboarding Toolkit for Nonprofits - UST
- Onboarding: The How and the Why - Center for Nonprofit Excellence
4. Employee Management
- Managing Nonprofit Employees - National Council of Nonprofits
- Nonprofit Guidance for Personnel Policies and Procedures - MissionBox
- Employee Handbook Sample - Nonprofit Network
- Employee Handbook Issues & Essential Policies - Mammoth HR
- Workplace Coaching Guide & Sample Questions - Mammoth HR
Executive Director Evaluation (see #2 above for Comp & Benefits info)
- 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 Mask Mandates May Not Be Over Just Yet - Miller Nash Graham & Dunn (5-20-21)
- 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
- Combating Volunteer Burnout - VolunteerHub
- Interns: Employees or Volunteers - National Council of Nonprofits
- Volunteers - National Council of Nonprofits
- 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
- Successful Strategies for Recruiting, Training and Utilizing Volunteers - US Department of Health & Human Svcs
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
- Oregon Independent Contractors - State of Oregon
- Reporting Payments to Independent Contractors - IRS
- Working With Consultants Guide - Department of Health & Human Svcs
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
These NAO affiliate members offer health insurance options for nonprofits with under 50 staff.- Bliss Sequoia Insurance - contact Lance Barnwell
- Brown and Brown Northwest (25+ staff) - contact Steve Miller
- CSNW Benefits - contact Jennifer Bugley
- Great Northern Staff Administrators (GNSA) - contact Robert Nicholl
- Impact Benefits - contact Mary Caballero
- 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 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 (Sample Diiscrimination & Workplace Harassmenet Policy) - Oregon Bureau of Labor and Industries
- 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
10. Workplace Safety, Health & Well-being
Oregon Healthy Workforce Center - OHSU
- Workplace Safety, Health and Well-being - Tools & Resources
- Health Impacts Safety - Meeting Guides
- Safety & Health Improvement Program (SHIP) - Leadership Briefing Slides
- Safety & Health Improvement Program (SHIP) - Toolkits
- Promoting U (Young Workers) Through Safety & Health (PUSH) - Leader Guide
- Promoting U (Young Workers) Through Safety & Health (PUSH) - Toolkits
- Total Worker Health - Benefits
National Institute for Occupational Safety and Health - NIOSH
- Advancing Worker Safety, Health and Well-being - Workbook
- Future of Work Initiative - Overview
- Making the Business Case for Total Worker Health - Business Case
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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