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Staff Manual

This staff manual outlines essential components for effective operation within a funeral service firm. The document covers the firm's history and background, guiding principles, administration structures, and personnel policies including qualifications, work schedules, and appearance expectations. It addresses professional issues such as communication skills, confidentiality, and ethical conduct. Detailed procedures on compliance practices, fiduciary responsibilities, and operational procedures are included, alongside information on compensation and benefits. This manual serves as a crucial resource for maintaining a respectful and efficient workplace.

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Staff Manual

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  1. Staff Manual What should be included?

  2. Sample Components • HISTORY / BACKGROUND OF FIRM • BASIC PRINCIPLES OF FIRM • ADMINISTRATION • PERSONNEL POLICIES • PROFESSIONAL ISSUES • COMPLIANCE practices • other?

  3. HISTORY / BACKGROUND OF FIRM • Founder • Employees • Service area • Civic achievements • BASIC PRINCIPLES OF FIRM • Expectations / demands • Mission Statement / G & O

  4. ADMINISTRATION • FLOW OF AUTHORITY • ASSIGNMENT OF DUTIES • USE OF FIRM PROPERTY • EXPENSE REIMBURSEMENT

  5. PERSONNEL POLICIES • QUALIFICATIONS • PROBATIONARY PERIOD • WORK SCHEDULES • APPEARANCE • DRESS CODE • RESPONSIBILITIES • DAILY PROCEDURES

  6. COMPENSATION & BENEFITS • INSURANCE • MEDICAL COVERAGE • PHYSICAL EXAM • HEPATITIS VACCINE • CHEST X-RAY • VACATION SCHEDULE • ABSENCE FROM DUTIES • PERSONAL CONDUCT WHILE ON DUTY • OFF DUTY HOURS • CAUSES FOR DISCHARGE

  7. PROFESSIONAL ISSUES • Manners & Conduct • TELEPHONE ETIQUETTE • PERSONAL CONTACT • COURTESIES • GENERAL COMMUNICATION SKILLS • Professional terms / Vocabulary • Confidentiality • POLICY REGARDING RELEASE OF INFO • IDENTITY THEFT issues

  8. FIDUCIARY RESPONSIBILITIES • RECORDS, OFFICE FORMS AND THEIR USE • FIRST CALL DETAILS • CARE & HANDLING OF REMAINS

  9. ARRANGEMENTS PROCEDURES plus things like • FEES / Charges • FTC COMPLIANCE • EXTENSION OF CREDIT • COLLECTION PROCEDURES

  10. Other operating procedures • Removal • Embalming • Dressing/casketing • Visitations • Ceremonies: service/mass/memorial, etc. • Graveside • Parking cars

  11. Compliance Examples • OSHA • FTC • Funeral Rule, Warranties, FTIL, etc. • EPA / medical waste • State Board (ex: continuing ed.) • General recordkeeping

  12. Salary • Starting FD = starting teacher • 12 months (with on-call) 3 years education + internship • 9 months 4 year degree STOP – do salary survey

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