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  Give Employees the Details

For most businesses, it's time-consuming and expensive to bring new employees up to speed and train existing employees to perform new duties. The costs involved in training don't show up as a line item on any ledger, but that doesn't mean they don't exist.

With well-written manuals, your company can streamline employee training and enable new people to become productive more quickly. They are also useful in recruiting and interviewing job applicants.
So what can you do? Create how-to manuals that clearly spell out the day-to-day duties employees are expected to perform. A detailed job procedures manual (also called an occupational manual) is one of the fastest ways to lower employee-training costs.

Don't confuse these manuals with written job descriptions - another valuable tool for any organization. A job description outlines the duties to be performed by employees. A procedures manual explains exactly how to perform those jobs. Here's a two-step plan to get started:

  • Step one: The best way to get these manuals written is to have your staff prepare their own. Require each employee to describe in detail what he or she does. Tasks that may seem too minor to mention should at least be noted. For example, the office receptionist may have formed a habit of carrying the outgoing mail with her to drop off in the mailbox as she leaves for lunch. But there's a chance that nobody else knows she does that. If she quit tomorrow, important mail could pile up for a few days before anyone notices that it's not going out. Another advantage of this exercise is that new employees learn their predecessors' duties. 

  • Step two: After staff members finish writing their descriptions, give the write-ups to supervisors to edit. The supervisors can then follow the steps in the write-up to see if the instructions work. Not only can supervisors add any missing material, they also gain valuable insight into whether employees are doing work that is unnecessary.

    In many cases, if you ask employees why they perform unproductive tasks, they respond: "That's the way the person who had the job before me did it."

    By using the employee-written manuals as a base, supervisors can streamline procedures and describe them in the finished manuals.

    The bottom line: The effort involved in developing manuals will pay off handsomely by reducing the time and money spent on employee training and wasted efforts. But more than that, it will protect your business from disruption in the event that an employee leaves unexpectedly or becomes seriously ill. Many jobs, over time, grow more complex than the bosses realize. An employee may handle dozens of small tasks that could fall through the cracks if that person were suddenly gone.


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    Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.