Data Loading...

Handbook Rough Draft Flipbook PDF

Handbook Rough Draft

118 Views
113 Downloads
FLIP PDF 34.35MB

Originate Storybook

O

Employee Handbook June 2014

The key to the kingdom WELCOME

3

WHAT IS ORIGINATE? COMPANY HISTORY THE LEADERS ORIGINATE OFFICES WHAT MAKES ORIGINATE UNIQUE CHARACTER OF ORIGINATE PARTNERS NOT CLIENTS RECRUITMENT AND SELECTION PROCESS EMPLOYEE REFERAL JOB TITLES AND DESCRIPTIONS GOALS

4

GETTING TO WORK

4

5 5 6 7

WEEKLY MEETINGS RISK-‐TAKING TECHNOLOGY USED IN THE OFFICE GLOSSARY OF ORIGINATE TERMS THE NITTY GRITTY

4

ONBOARDING PROCEDURE WHAT YOU RECEIVE COMPENSATION HOURS OVERTIME BONUSES BREAKS

2

PAY PERIODS PAYROLL INNOVATION EQUITY BENEFITS DRESS CODE COMPUTERS AND TECHNOLOGY TRAVELING FOR ORIGINATE BUSINESS POLICIES DISCIPLINARY PROCEDURE OFFBOARDING PROCEDURE

8

QUESTIONS

4

GOOGLE SITES AND WEBSITE SUMMARY AND ACKNOWLEDGEMENT

3

Welcome

Hey, welcome to Originate! Everyone is so stoked you are here! You are the best of the best and we mean that! At Originate your position will go as far as you would like it to grow; you are in charge of your success. This position is unlike any you have ever had. We want you to be involved in the growth and potential of Originate. So to get started, we would love to sync up by grabbing coffee to check in on your progress and career goals. Just ping us or put the appointment on our Google Calendar and we will accept it, no questions asked. Ya dig? Also, when you have some free time to schedule in make sure to read this employee manual, it will answer any questions you have. Okay, any questions? No? Great! Whoa, whoa, whoa, slow down their partner! Does this sound familiar? This might have been a similar conversation within the first few hours of your employment. And I am sure you are dreading that you have to read some really dull employee handbook. But do not worry you are going to love working at Originate and things will slow down. Okay maybe they will not slow down, but you will at least begin understand the madness that is being thrown at you and how to manage it. The employee handbook is going to become your best friend and greatest resource! Best of all, it is not boring at all; just pretend it is a dear friend telling you everything you need to know about your new job and how to succeed. At Originate we care about you and want you to feel prepared in the best possible way! So sit back, put your feet up, grab a hot coffee and enjoy the Originate Storybook. Congratulations on your new job, I mean new opportunity! Disclaimer: If the book does turn out to be really boring then please break the news to us gently; we worked really hard and it will hurt our feelings. Thank you.

4

What is Originate?

Originate is a high-‐end software development firm and product based venture fund rolled into one. Our mission is to enable the world’s best software talent to solve the world’s most ambitious problems. But that is just what we do. Who we are is much, much more. We are a company of thinkers, problem solvers and technology lovers. Our staff strives to be the best and create the best for our partners. We work collectively, collaboratively and creatively in order to branch out as one of the best software development firms in the industry. Originate, Inc. is not your average software company, we are the future generation of technology and the pioneers of creative business collaboration.

Company history

5

The Leaders

These head honchos are the faces and names you should become familiar with. Study carefully there will be a quiz at the end… I am serious, there will be.

Rob Meadows Jeff Scheinrock Doug Mandell CEO/Partner CFO/Partner Partner

Lloyd Taylor Richard Morganstern Erik Straser Executive Advisor Senior Advisor Venture Advisor

Dave Mathews Advisor

6

Originate Offices

Originate is growing extremely fast! We are opening offices in the most technologically savy and advanced cities around the United States and around the world. Check out all of our offices and try to visit them all. New York City

60 Madison Avenue, Penthouse New York City, NY 10010

Los Angeles

10990 Wilshire Boulevard, Suite 140 Los Angeles, CA 90024

7

San Francisco

580 Market Street, 3rd Floor San Francisco, California 94104

Las Vegas

The InNEVation Center 6795 Edmond Street, Suite 160 Las Vegas, NV 89118 Stockholm

Hus 24 Prästgatan 24 111 29 Stockholm, Sweden

8

Orange County

1691 Kettering Street Irvine, CA 92614

Silicon Valley

298 Sunnyvale Avenue, Suite 102 Sunnyvale, CA 94086

Hangzhou

2 Zijinghua Road Hangzhou 310012 P.R. China

9

What Makes Originate Unique

Originate is a step above the rest. We are unique in the way we do business, care for our partners and work as a staff. Company: We advocate for a work hard, play hard environment in which everyone’s voice is heard and the best solution can be implemented. What we do is build extraordinary value for all of our partners, team members and stakeholders. We strive to be completed aligned in everything we do and aligned with everyone we work with. Whether with partners, entrepreneurs, teams members, advisors or investors we open up a line of constant communication so everyone is on the same page and working toward the same goal. Partners: Our range of partners and projects is diverse; an Originator could potentially work on a visionary MVP with a startup CEO, a well-‐funded startup that needs to scale past the first million users, a Fortune 500 company building a disruptive technology to stay ahead of the curve or an internal “Originate Lab”s project. We are not afraid to try new methods to succeed. There is a flat hierarchy and small dynamic teams that change based on the project, timing and technical/domain expertise of the Originate team members. We are also not afraid to take risks to gain significantly bigger rewards. Our partners can feel comfortable that Originate is providing them with the best quality service Staff: At Originate we treat our staff as a collaborative body. We hire our employees who exhibit PRIDE. We are extremely transparent; our company gathers as a whole every Monday morning in order to discuss all aspects of engineering projects, portfolio companies, fundraising, deal flow, office happenings, recruiting, operations and demos of products. We offer a 20%

10

equity and profit of all our investments and partner projects through an Innovation Equity program. We encourage staff at Originate to working on their own startup projects through our Entrepreneur/Engineer in Residence (EIR) Program. The IP is owned 100% by the EIR participants. Once a year we also come together as an entire company during the Originate’s annual “Attack” or our version of a company retreat. The name comes from the theory that we do not retreat but rather we attack all problems and opportunities to make our company even greater. We want everyone’s voices to be heard in order to implement the best solution and crave unique people with the desire to promote different solutions.

Character of Originate

Originate strives to be a unique collaboration of hard work and productivity with a mix of creativity and individual input. At Originate we take our work and image very seriously. We strive to be the absolute best as business partners, designers, engineers, leaders and product managers. Our Mantra is “Be Extraordinary in everything we do.” Originate upholds our core values, People, Alignment, Value and Risk, in every single task. We hire the most incredible people who meet and fit into our PRIDE hiring criteria. We ensure alignment in everything we do and ensure balanced incentives. Originate builds incredibly valuable and revolutionary programs and software. This value is found in its financial upside as well as the knowledge and experience we bring to the development of our products. Our partners also receive the value of our credibility and brand name in the industry bringing along the resources to provide a happy and successful partnership. We also are not afraid to take risks in order to gain significant rewards. These values are what distinguish our company from many of the other startup

11

developers in the industry. On top of that, we are just really great people to work with.

Partners Not Clients

So whom do we do business with? There are a lot of aspects going into choosing a partner. Most importantly we look for the the ability to collaborate. A major aspect of the character of Originate is that our “clients” are referred to as our “partners”. This might seems like a complicated mix-‐up of terminology in the business realm, however it is for good reason that our clients are instead referred to as our partners. According to Merriam Webster, client is defined as “a professional person or organization for services”, whereas the term partner is defined as “a person who shares or is associated with another in some action or endeavor; sharer; associate”. This clear differentiation perfectly explains Originate’s goal in having partners rather than clients; we work through a unique partnership model that allows us to collaborate as a single team-‐ all aligned toward the same goal. Our partnership model spans from applying Lean and Agile methodologies, along with our own Origin process, in order to deliver high velocity innovation. Using Lean’s “work smarter, not harder” alternative and the Agile movement’s “incremental” strategy, the partners and Originate engineers and project managers have the opportunity to perfect each aspect of a project and reevaluate the it every step of the way. This is done through a series of “Sprints” and evaluations done in two-‐week increments. This reduces risk in the product and enhances the overall success of the technology. Another critical step we take with our partners is reducing our cash cost in exchange for equity, profit share, performance bonus or other

12

creative incentive structures. When Originate commits to a partner, we commit to the risk as well. This methodology is applied to an external partner as well as with internal projects under “Originate Labs”. To give you an example just at what we have been busy working on, below you will find a brief list and description of some of our partners. A comprehensive list of partners past and present can be found on the Originate Google Site or on the Originate website. • Angie’s List: Angie’s List is a centralized place where users can find high quality service companies and health care professionals in over 700 categories. Originate worked with Angie’s List by providing ideas for product vision, design and software engineering. Using the Origin process Originate was able to develop Angie’s List while also introducing the SnapFix app in just 12 weeks. • BetTracker: Named EGaming Review’s Best Sports Application of 2011 and the #1 betting app in the Apple App Store, BetTracker is an immersive and interactive experience for sports spectators. Users get constant, real-‐ time updates and win/loss probabilities for their favorite sports. Originate was pleased with the development of the app based technology.

13

• EduSchedu: A prime example of including employees passion’s into our endeavors is EduSchedu. Designed and created by two Originate employees under the Entrepreneur/Engineer in Residence (EIR) program (will be explained in the book at a later point), the academic planner and lesson planning tool for educators simplifies and organizes the preparation process to make it easier to share with their students and colleagues. • NewAer: Originate has begun to work with investment partners, Intel, In-‐Q-‐Tel and T-‐ mobile to enhance the NewAer technology. NewAer is the next generation of peer-‐to-‐peer communication and proximity location that will be perform functions based on who or what is detected around its space. • Refollow: Originate has partnered with Refollow, a Twitter account management tool that will boost your followers and help build your online reputation. Originate has created a platform with simple layout and easy to use tools to connect with people on Twitter.

14

Recruitment and Selection

Originate takes a unique approach to acquiring its staff. From the process we use in the hiring process to the way we handle Originators during their employment. Originate only hires people who are excited about working at Originate and want to accomplish great things. Our recruiting process is different in itself. We allow for many scenarios to play out when hiring; we can finish the entire process in 2 days or it can take up to a month. We do not limit ourselves to one process in order to get the best talent that is currently out there. Our recruiting department is also extremely flexible and has decision-‐making authority to find holes/ deficiencies in certain areas to avoid the need for a person becoming painful to the organization. And if we stumble upon a great candidate, we do everything we can in order to utilize amazing people. For Engineers, the talent department determines who is interviewed and the Directors of Software do not review resumes. We do this so that we can hire the most talented Originators as possible, not just those with a fancy resume. In the engineering interviews, candidates are asked to write code so they can prove their actual skills as well as tested with the proprietary “Originate Talent” code assessment. For all of our candidates, the CEO has the final say on whether or not they are Originate worthy, often times providing the most technical grilling of any interview in the series. Lastly, though we do pay slightly less than the market rate we do this to ensure that everyone has “skin in the game” and enables us to have employees who want to be here. Salary is not a determinative factor for employment at Originate; people are here because they want to work for this company

15

and it is not a place that puts people above or below others. We are a team. As for you, you are here for a reason. Your cunning smarts, ingenious imagination and of course, devious good looks are some of the factors that brought you into this position. Unlike most large companies, Originate does not focus only on resumes for potential new-‐hires. The leadership at Originate believes however, that a company based on success, positive morals, potential and growth is created through an employee base of people with those same ideals. Thus, you were hired because of for your intelligence, ability to perform and adaptability in one of the fastest growing startup companies in the industry. An Ivy League diploma certainly helps your chances for one of the coveted Originate titles but you’ve got to have the right stuff to make the final cut. So what is this stuff we are talking about? To get right down to it, Originate hires employees with PRIDE: Productive: Originate Staff have the innate ability to get tasks done in a timely manner without or without direction from their supervisor. One Originator has the ability to accomplish the tasks of three employees working at another company. Yeah, you are that good! Note: You are a superstar employee if you have the ability to read you supervisor’s mind and get the work done even before they ask, but do not worry you are still hirable if you do not possess this God-‐given talent. Resourceful: Originators are all around amazing people. Even though you can solve problems quickly and in revolutionary ways, you are also extremely humble. Your self-‐awareness and respectfulness is a diamond in the rough, which is not taken lightly here at Originate. Your honesty and openness with others is extremely valuable and makes our partners even

16

more willing to do business with us. Our partners know when they come to Originate, they are going to be getting the top-‐ notch technology from a top-‐notch staff that is easy to work with, listens to suggestion, has creative ideas and at the end of the day are easy to work with. This is so rare in a technology company. Intelligent: It goes with out saying that anyone who works in the technology industry needs to be smart. But you are the cream of the crop, the crème de la crème, the bees knee’s, the cat’s meow, the cat’s pajamas, all that and a bag of potato chips… okay I think you get the point. But don’t forget not only are you smart you are extremely modest. You are basically the Clark Kent of the technology world. In the office you come off as humble Clark Kent but when you are doing your job or programming you are Superman (or woman) and your intelligence really shines through! Dynamic: Google, Fortune Magazine’s 2014 Best Place to Work For, uses a test called the “Layover Test” as one of its hiring criteria. Basically this test is when the company looks beyond GPA and resume and accesses as to which applicant you would rather be stuck in the airport with? Google is not seeking a new pen pal but is looking for the candidate that can challenge their thinking, bring new perspectives and help the company to grow to its fullest potential. Originate seeks the same traits in its staff believing that what a person believes and their passions is almost important as the institution they have trained at. Enthusiastic: What is your passion? Originate wants employees who are excited and dedicated to their work. We firmly believe that your desire to want to build a great product

17

is the driving force behind our success and growth as a company.

Employee Referral

We believe that cool people hang out with other cool people. So if you have friends or family who you feel can be a good fit for Originate and really understand the vibe of the company, then please refer them to your supervisor! Also, you benefit from having super-‐awesome friends. Originate’s Employee Referral Program will rew So if you do not have really humble, down to earth and smart friends then go out and make some. Not only will it get you some extra green in your pocket but you have a new friend and Originate will become even more amazing!

Job Titles and Descriptions With just over 138 employees there are a lot of positions that you will ask, “What the heck do they do?” To ease your mind and clear up some confusion, this list is a break down of what each position is all about, most of the descriptions being written by the person themselves! If you have more questions about the position, then find the person and ask them! They won’t bite… well maybe Russ Logan will. Executives • Chief Executive Officer (CEO): the fearless leader, director, decision maker, leader, manager and executor; values the importance of happiness and collaboration of Originate staff • Chief Financial Officer (CFO):

18

• • • • •

Partner: Executive Advisor: Senior Advisor: Venture Advisor: Advisor:

Software Production • CEO of OLabs: • VP of Software Production: • Director of Software: works closely with the Director of Engineering, focuses on the development of internal cultural and software methodologies to empower engineers to consistently build to the highest technical standards • Director of Engineering: • Design Director: kevin smith • Director of Organizational Development: • Director of Technical Training: leads the effort toward the building of Originate University and provides technical training and technical guidance to internal and external engineering teams

19

• Quality Assurance: applies the appropriate amount of quality practices, methodology monitoring and testing tasks to development processes assisting the product management and engineering teams to better ensure the production of the solution • Product Manager: works with our partners to make sure Originate is building the right products and then does whatever it takes to get it done • Project Manager: the person who keeps a project moving forward, constantly knowing where we are and where we need to be to make sure we complete on time and on budget • Project Coordinator: assists the Project Manager in overseeing project timelines, setting priorities and milestones, communicating with partners, and ensuring the overall success of the project • Designer: tracy fu • Software Architect: denis tarima, eric kramer • Software Engineer: designs, develops, and maintains software applications, typically in teams with other engineers, and works closely with product managers and designers to create incredible software • Software Engineer Intern: similar responsibilities as a Software Engineer but work under the guidance and help of a mentor Strategy

20

• VP of Strategy: works on the business end of Originate by structuring and managing investments, evaluating solutions roles, providing strategic advising and performing work in the non-‐software category • Director of Products and Services: • Analytics Architect: works with the Strategy team to benchmark company goals and objectives and design solutions for measuring, testing and optimizing the product of an engagement

• Growth Hacker: Growth hacking is a hybrid between a marketer and coder, looking to answer the traditional question of “How do I grow my company or product?” with A/B tests, viral campaigns, community connection, and social channel traction, then ensuring the validated methods are embedded in the core of a company or product • Experience Innovator: collaborates with others to create seamless, user-‐centered experiences both on and offline • Innovative Designer: manages the design and production of media for Originate; designs logos, websites, apps and T-‐shirts, films and edits videos • Business Coordinator: works with the Strategy, Solutions and Operations teams to support business development and financial functions within the organization Solutions

21

• VP of Solutions: brings in and maintains relationships, establishes new partnerships and ensures that Originate is working to build product solutions; responsible for creating solutions instead of working as a sales department • VP of UX (User Experience):

• UX Lead/Innovator: researches, defines, designs, and validates successful product experiences that are aligned with business goals and user needs Operations • VP of Operations: russ • Director of Finance: • Staff Accountant: completes daily operations such as payroll, project tracking, and general accounting • Operations Manager: monty • Project Coordinator: payton miller • Business Evangelist: joe harte • Recruiting Coordinator: provides support to the recruiting team by coordinating the logistics of the recruitment process, tracking and reporting numbers and metrics, assisting with event coordination and performing other administrative duties that support the recruiting team as necessary

22

• Office Manager: In charge of overall office administration, take ownership to provide good and efficient daily office operations and employee support • Executive Assistant: enhances the executive's effectiveness by providing information management support and representing the executive to employees and the public • Administrative Assistant: facilitates office logistics which includes tracking/ordering equipment, setting up conference calls, processing invoices, and researching/implementing new office initiatives • Office Assistant: responsible for the overall maintenance, cleanliness, operations and the day-‐to-‐day of the office; honorary coffee-‐guy or gal • Human Resources (HR)/ Operations Intern: organizes essential information regarding the company and its portfolio; assists the Operations Team with the day-‐to-‐ day tasks

Goals Originate is always looking toward the future. We hope to become one of the largest names in the tech-‐startup company and be able to hold our own against the big boys. Thus, our company has outlined some detailed goals in order to soar to the top. 1 Year Goals:

23

• Create a functional leadership model, outlining and distinguishing the different sectors of the company (Business Development, Product, Design, Development and Operations) • 1 successful exit of an Originate partner • See 1 deal in the top 100 deals of the year • Add employees to our ever expanding company (40 to the US, 5 offshore, 2 in Europe) • Promote clear, consistent and constant communication within the company • Additional training and mentoring for Originators • Encourage employees to contribute in areas beyond their normal scope • Celebrate more wins for the company • Hold up to 20 events per year • Free up more CEO time • Start building more Originate Labs projects • Build a closer relationship with Switch • Continue to raise the quality in our partners 3 Year Goals: • Establish a presence in the Europe and South America • Promote a credible and working EIR program • Better and make Innovation Equity program more credible • Hire 250-‐300 top-‐notch employees • Have 6 successful partner exits • Establish 40 self-‐sufficient portfolio companies • Create 5 offices that are self-‐sufficient and can manage cash flow, resources and leadership responsibilities independently • See 5 of the top 100 deals of the year and do 2 of them • Promote successful fund operation

24

• Enact 10x-‐100x speed bar for 90% of employees • Host 60 events a year with at least 5 per office per year 10 Year Goals: • Have 500+ employees in at least 8+ offices • Generate significant value to employees • Establish credibility so Originate is the first though for anyone starting a tech company • Enact 10x-‐100x speed bar for 100% of employees • Been successful in building 50 companies, products and startups • Hold 100 events a year

25

Getting to Work Now that you understand Originate, lets get down to business. First off, take a deep breath! Everyone is nervous on his or her first few days. There are a lot of questions that need to be answered and things to get figured out? Where do I sit? Who do I work with? Where is the bathroom? How many cups of coffee should I drink each day? In due time, these things will be answered. This guide should answer your questions and make the transition into your new position much, much easier. Just know that you deserve this job and you were chosen because you were the best! The hardest part is over! So lets learn all about the operations of Originate.

Office Atmosphere A day in the life of an Originator will vary from person to person, depending on your job title and what you do for the company. Overall, the office atmosphere at any Originate office is very similar. You will find that employees are very self-‐ motivated, hard working and task oriented. You are often in charge of your own projects and the work you get done. This is not to be said that we just let our employees run ramped throughout the office letting them have absolute freedom but, when your project manager or supervisor assigns you a task you’re you are expected to get it done in a timely fashion. We will not follow you around and make sure it gets done, unless of course it is late or forgotten about. These tasks do not have a certain way to complete them. As the person who owns this delegated task, you have the freedom to come up with revolutionary and more productive ways to get them done. We find that giving Originators some wiggle room to complete the

26

tasks the way they see fit, sparks imagination and creativity within the realm of productivity. This might be different from the way you normally work but trust me you will come to love the flexibility it provides and probably see better results in your work because of it. Originators are usually hard at work. Often times this means that engineers or other office staff are heads-‐down in their computers with headphones requiring total concentration. Other times, it will be a loud collaborative environment to provide a medium for new ideas and forward thinking. At many times, staff will be Skyping or “pinging” other staff members in different offices all around the world. The sky is the limit here at Originate. One is not limited to the people just here in the office but can talk to and work with anyone in any office! This is just another way be focus on becoming larger and more global-‐minded. You are probably thinking that everyone in this office is amazingly talented, smart and very focused. You assume correctly because everyone is hired because of their talent, but do not fret we are not just a work-‐only environment! We like to have fun, tell jokes and have meaningful relationships with our coworkers. Originators are extremely down to earth and very approachable! In fact they welcome conversation to any and all employees no matter what “level” of the company they might be (though we do not focus on rank). So if you are an intern and you want to talk to the CEO about a suggestion on ways to make Originate better, than do not be afraid to talk to your EA or Supervisor and have them set something up! He will talk to you! We want open communication and friendly encounters taking place in our offices. Otherwise how would our office grow?

27

So basically in our offices you will find the staff working-‐hard, communicating with one another, coming up with innovative ideas and growing the company. These are people who genuinely love their jobs. This is just a glimpse of the type of work environment we have tried to create. I am sure because you were hired under the PRIDE Originate standards that you are going to be able to fit into this type of working atmosphere. You are going to do great! Don’t worry the first day is absolutely the most overwhelming!

Weekly Meetings On top of working to finish up your assigned tasked, you are going to have a plethora of meetings to attend. Some are more personalized to your own projects whereas some are company wide. This is a list of just a few meetings you should expect to have each week. Other meetings will pop up and you will probably be really busy! Weekly “All Hands” (30minutes – 1 hour): Every other Monday at 11am the company gathers as a whole via Webex to completely divulge what is happening at the company. This is an opportunity to hear and give company wide announcements, view demos of products, meeting new employees and understanding what is happening inside Originate. We want our staff to have a full understanding of what is happening around them even if they do not have a role in a specific project. All Office (30minutes – 1 hour): Each office will hold their own all office meeting in which every staff member will

28

present what they have been working on each week as well as any other personal announcements they might have; we like to know about each other’s lives too! Each office will schedule this. All Department (30minutes-‐ 1hour): Your department, for example Software or Operations might want to hold a weekly meeting to sync up as a whole. This will provide that everyone is working as a collective body toward the same goal. 1-‐on-‐1 (15minutes – 1hour): Your supervisor may want to spend a few minutes each week one-‐on-‐one with you in order to catch up and see what you have been doing as well as address any other issues you might be having. This is a time to come prepared and ask questions. In order to do your best work you need to be prepared. Project Sprint (10minutes -‐30minutes): A quick check up on your progress and time to ask questions. Your project manager will schedule the time and facilitate the meeting.

Risk-Taking While reading this you might start to wonder, “does anyone ever make any mistakes?” In this environment, everyone is very intelligent and they want to do their best work. These are the people we want to hire but these Type A personalities also come with a major downfall: perfectionism. In a workplace that is full of very smart people doing really incredible things it can be very intimidating to fail. We want to encourage you to take risks in your work because often times

29

these will provide great rewards for your projects and for your team. But sometimes these risks are failures and you feel like you have made a huge mistake. Mistakes, no matter how big or how small are okay; we all make them, no one is perfect. But it is important to remember to learn from these mistakes. Take the lessons and apply them into your next attempt. Never give up, no matter how challenging. To avoid making small mistakes, do not be afraid to ask questions. If there is something you do not understand or maybe you do not know where something is, just ask! We all had our first day at sometime and we are not going to hold it against you. In fact, we will be impressed that you had the sense to ask before you just did it on your own. See look, the handbook is giving you award-‐winning tips to succeed! You already have this incredible head-‐start against many other employees.

Technology Used in the Office

To stay connected with each other we use a variety of technology in the office. And if you are not familiar with how it works or what it is, this transition can become very confusing. This guide has compiled a list of a few different technologies that you should come to love. Some are very standard and some might be relatively new to you. Though these will not answer all of your questions it will at least give you some exposure to what technology is used in the office. If you have any questions or confusion about these products talk to your Supervisor or EA for clarification.

30

• Cell Phone: Most of your communication via phone call or text messaging will be completed on your cell phone. We do not have an office phone. If you need reimbursement for minutes or texts talk to your Supervisor to work out these details. • Evernote: A system to take notes and then easily share them with your colleagues. Go to evernote.com to download the information and learn more. • Gmail: Every employee will be given a Gmail account with an @originate.com email address. Your email will be: [email protected]. This is an easy way and probably the most used way to stay connected and have access to everyone’s contact information. • Google Calendar: Your meetings and appointments will be added to your Google Calendar. This is found on your Gmail account then you will be able to access your calendar. Add your own appointments, invite others, view other employees calendars, etc. • Google Docs: A word processor that can be easily shared with other authors to allow them to edit the document without sending it back and forth through email. Can create word documents, powerpoints, excel spread sheets, etc. • Google Hangouts: A program similar to Skype in which you can video chat or screen share with anyone in your Google+ circle. • HipChat: This is similar to an instant messaging system. Your EA or the Onboarding specialist will setup your

31

account using your Originate email. You have access to Originate groups and it is a useful way to quickly connect. • Pivotal Tracker: A project management tool but you might come across Pivotal Tracker during your time here. If you will use, you will receive training. • Skype: Many employees prefer to use Skype for communication. You may use your personal account or create one for business. • Webex: The system we use to hold bi-‐Weekly All Hands On Meetings. If you wish to set up Webex meetings contact your EA for training or to schedule a Webex to be scheduled.

Glossary of Originate Terms Has anyone asked you to “Ping me”? Or maybe shouted, “let’s sync up!” If you were like most of us, these words and the unfamiliar terminology might have caught you off guard and left you asking “What did he or she just say to me?” Never fear friend, we have your back. This guide is a list of terms that you will come face-‐to-‐face, or maybe I should say mouth-‐to-‐ear with, during your time at Originate. Hopefully this glossary will turn you, “What the heck?!” to an “Oh, yeah, I got this!” •

32

The Nitty Gritty By now you’ve settled into your new workspace, set up your fancy laptop, found out where the Keurig is and of course have tested every flavor of K-‐Cup, and you are ready to get down to business. But wait? You have more questions. And these are the kinds of questions you don’t really want to have to ask, you wish you kind of just knew the answers! These are the boring (but very important) things like payroll, time off, and holidays. At Originate your wish is our command, so here is everything you want to know about all of those technical aspects of your employment with us.

Onboarding Welcome to the Originate team! This is the process to get you officially all settled into the Originate system. The Executive Assistant, specifically the EA in charge of onboarding procedures, will be taking care of you during this process. After your interview and before you start your first week here, there is some required paperwork we need to have so we can pay you! Pay is nice, right? We know you love Originate so much but you want to get paid too! So make sure you get all of this paperwork in or the EA will probably hunt you down! • Signed Offer Letter • Employee Information Sheet • Submit I-‐9 and provide appropriate documentation • Complete W-‐4 • Read and Sign Arbitration Agreement • Employee Inventions and Confidentiality Agreement

33

• Complete Employee Direct Deposit form and submit voided check • Sign Acknowledgement and Agreement Statement (from Employee handbook)

What You Receive Compensation Hours Overtime Bonuses Promotions Breaks Pay Periods Payroll Innovation Equity Benefits Dress Code

34

Computer and Technology Travelling for Originate Business Policies Disciplinary Procedures Offboarding Procedure

Questions This book should have covered ALL of your questions! Hopefully by now you have a good sense of what Originate does and the type of environment we have created. If not, stop, go back and read from the beginning because obviously you have been skimming or falling asleep. Just kidding. If you do have other questions about the company, who we are, who our partners are or whatever else you want to ask, then here is a handy-‐dandy guide of who to get in contact with. Also, remember never be afraid to ask a question! Originate promises an environment for active learning and interaction. Question Who to Contact General Your Supervisor or your Executive Assistant (EA) Human Resources Your EA, Human Resources Coordinator and Recruiting or Director of Organizational

35

Development Payroll EA, Staff Accountant or Director of Finance Operations EA, Operations Manager or VP of Operations IT [email protected] , EA or VP of Operations Project and Product Director of Products and Services Sales and Business VP of Strategy or VP of Solutions Development Strategy VP of Strategy or VP of Solutions Development Engineering Director, Architect or Project Manager To contact the above people, ask your EA for their contact information or search for them on the Originate Site or website.

Google Sites Page & Website Two other very helpful resources are the Google Sites and Originate Website. Thanks to the HR Intern, AnnE Diemer, the Originate Google Site is fully underway! With this site made for internal usage, you can find out the latest and greatest of Originate’s undertakings! If you are looking for project information, just click on the tab called Projects (go figure) and start scrolling and clicking to your hearts content. Want to find out contact information? The site has a comprehensive employee directory! The google site also is chalk full of other important tidbits such as travel information, human resource documents, office information, marketing information and

36

more. Basically if you need anything just spend some time on this site and you will be sure to have your question answered. The second very helpful resource is originate.com. This is what we present to the public. If you need more help understanding the brand, want to read stories about each of our partners, need employee information and more then the website is a great place to obtain this information! Using these two resources will give you the inside scoop on all things Originate.

Summary & Acknowledgment

37

38