Managing your team

ONBOARDING

Onboarding a new W2 employee or intern

When: Complete this form at least two weeks in advance of the start date. Prepare with this checklist.

Who: The form is to be completed by the direct supervisor, an HR or operations staff, or other executive staff, not by the new employee

What to expect after the form is submitted (these steps will automatically be sent to the new employee, with you copied):

• Prior to start date: Goodnation will send the offer letter our for signature and will set the employee up in TriNet, our payroll and benefits platform.

• Day 1:

  • On their first day of employment, the employee will receive an invitation from TriNet to create their account

  • They should be prepared to complete their portion of the I9 by end of day, and share with hr@goodnation.io the required I9 documentation

  • Employee should set up their direct deposit and tax withholdings

• Within 30 days

  • Employees have 30 days to select or waive benefits, with coverage dating back to their first day of employment

  • On the 1st of the following month, employees can enroll in their retirement plan

Onboarding a 1099 contractor - Worker Classification Evaluation

Misclassifying a worker as an IC rather than as a W2 employee can result in steep penalties for your program and for Goodnation. To that end, please help Goodnation classify your team members appropriately.

When: Complete the Worker Classification Evaluation at least two weeks prior to when you plan on an independent contractor beginning

Who: The form is to be completed by the direct supervisor, an HR or operations staff, or other executive staff, not by the new contractor

What to expect after the form is submitted:

• Goodnation will review the submission and, with guidance from counsel, determine if your new worker should be classified as an independent contractor or a W2 employee.

• Within a few days, we will follow up with appropriate next steps, based on the decision.

ADJUSTING

Adjusting W2 employee information

What: For promotions, demotions, title changes, pay changes, or recurring or one-time stipend payments

When: Complete the form at least two weeks in advance of the change. For bulk changes, please coordinate with your Program Manager before submitting the form.

Who: The form is to be completed by the direct supervisor, an HR or operations staff, or other executive staff, not by the employee

What to expect after the form is submitted:

• Goodnation will make the adjustments in the employee’s TriNet account

Adjusting 1099 vendor or consultant information

What: For changes to current agreement, typically around pay, term dates, or scope of work

When: Complete the form, which includes uploading the reviewed but unsigned addendum, at least two weeks in advance of the change

Who: The form is to be completed by the program team, not the consultant

What to expect after the form is submitted:

• Goodnation will send the unsigned addendum to the vendor, with the program contact on copy, for signature by all parties

OFFBOARDING

Offboarding a W2 employee

When: Complete the form at least two weeks in advance of the termination date, when possible. Not doing so may result in charges for late final paycheck. Please note: If this is an involuntary separation and you have not yet discussed this with Goodnation, you must reach out to your Program Manager and hr@goodnation.io before setting an end date with the employee.

Who: The form is to be completed by the direct supervisor, an HR or operations staff, or other executive staff, not by the employee

What to expect after the form is submitted:

• Goodnation will handle offboarding from a payroll and compliance perspective, with pay and benefits ending on the employee’s last day

• Program and employee will receive emails with next steps they are responsible for once this form is completed.