The Story Book by The Story Room

The Story Book 2019 2019 thestoryroom.com

THE STORY BOOK 03

THE STORY BOOK

WELCOME

Who are we?

Where are you?

Who are you?

Whoâ&#x20AC;&#x2122;s here?

Clienzt Roster

Company Calendar

MIAMI BASICS

Entry

Parking

Wifi

Reserving the shared Conference Room

Printer access

SETTING UP

Tools

Gmail

Email signature

Asana

Slack

Everhour

Zoom

Storage & Access of documents

Dropbox

Google Drive

VACATION & HOLIDAYS

Vacation Policy

Vacation Approval Procedure

Holiday Policy & Calendar

PAYROLL

Gusto (US ONLY)

Freelancer Invoices

LATIN AMERICA

Working From Home

Human Resources

Payroll

Vacation Policy

WELCOME Welcome to The Story Room! We are all so happy and excited to have you on our team. We believe that your abilities will help our company to grow and flourish. Here at TSR we work in a fast paced environment but weâ&#x20AC;&#x2122;re also friends who love to eat tacos together on Tuesdays. Antoinette, you can call her Twon, our CEO & co-founder has a long history in the industry and is the head of the pack. Her co-founder, Diego is our strategy and computer whiz that knows how to make things happen. During your time here at TSR, you will be challenged, you will work hard, but you will also have fun. You are apart of this team just like all of us, and we couldnâ&#x20AC;&#x2122;t be more excited to have you on our side. Welcome aboard!

JOIN THE FAMILY! https://www.linkedin.com/company/the-story-room-agency/ - Follow & Add to your profile. https://www.facebook.com/TheStoryRoomAgency/

@TheStoryRoom @TheStoryRoom140

WHO ARE WE? The Story Room is an exclusive digital and social media marketing agency based in Miami’s artsy Wynwood neighborhood. TSR specializes in smart digital-first branding, paid media, and search strategies anchored to fresh creative content that build brands and businesses across today’s omnipresent digital ecosystem – whether social, search, email, web or Spotify. We have a particular expertise in connecting with cross-cultural young millennial audiences, in both Spanish and English, in the US, Caribbean, Latin America and abroad.

MEET THE TEAM https://www.dropbox.com/s/5k5s4kfwddw68se/TSR_team.pdf?dl=0

WHERE ARE WE? MIAMI 89 NE 27th Street Suite 111 Miami, Florida 33137 United States

- ARGENTINA - MEXICO - URUGUAY - VENEZUELA

WHO ARE YOU? - Please add your info to your contact sheet here:

• Add a new row in your location.

https://docs.google.com/spreadsheets/d/1LYTFCTErv0QZCjkYWLsW9yQ79KzSIZIe3RSk53XrKc/edit?usp=sharing

WHO’S HERE? - View the Org Chart below. https://v5.organimi.com/p/o/5c61d11e4099ec0013d8f396/c/5c61d1414099ec0013d8f3a2/ch art?viewKey=5c7706acae5ed400130cfaae&collapseTo=0&topRole=&zoom=true&expand collapse=true&chartTitle=true&orgTitle=true&breakBy=level&hideLegend=true

CLIENT ROSTER - Here is an ongoing list of all of our clients and who is working on what. https://docs.google.com/spreadsheets/d/1iOmG_44woBuA-s_pNkvTTYjmrH4fSl295crrDxxZaR8/edit#gid=1076616596

COMPANY CALENDAR - Our company uses Google Calendar to manage all of our meetings. You may invite and accept meeting invites through this application. All company wide dates and events are posted through the company calendar. - You may add it to your Google Calendar by typing in “Company Calendar” in the “add calendar” text entry field.

MIAMI BASICS ENTRY

PARKING

- You will be given a key fob that gives you entry to the buildingâ&#x20AC;&#x2122;s front and back door. You will be responsible for it and if lost, you will be required to replace it by its $15 fee.

- You may park anywhere in the front, back, or side (gravel area) of the building with the exception of the pink colored spots. - A Laminated parking pass will be given to you to put on your dashboard.

- If you do not have your key fob, the front door code is *9951

WIFI

PRINTER ACCESS

Office Wifi: - Account: TSRMIA - Password: story032016

- Below is our office printer

Main Back Conference Room: - Account: MyViewByDR (Thank you Dani!) - Password: myview2018!!

RESERVING THE SHARED CONFERENCE ROOM - We have a conference room in the building that is shared between all of the other suites. - When you need to use the conference room, please reserve it by putting the date, time, and write TSR on the whiteboard outside the door. Be sure to not reserve it for more than 3 hours.

SETTING UP *You will be expected to be able to work from your laptop and phone - this means having all relevant applications available on your phone such as email and slack.* * You will receive an invite to your personalized onboarding checklist through Asana that is comprehensive to all other tasks to help you get set up - this is a required process that you must complete in order to complete your onboarding.*

TOOLS GMAIL

EMAIL SIGNATURE • All employees with a TSR email should have their own signature.

• Follow the guide below. • Use your TSR email for all accounts when signing up.

https://docs.google.com/document/d/1k-ppuR99mUWVfvqrECz5oKfeBkfmrjBPvDKwgJeg5W8/ edit?usp=sharing

> Please add your name and title.

ASANA https://app.asana.com

• Asana serves as our task management system to keep track of all our ongoing projects. > Does not always replace in person team conversations.

• Make your account on asana.com with your new TSR email address. > Select The Story Room as your team. > Notify @JP on the #techsupport slack channel that you have created your asana account.

• Tutorial https://asana.com/guide/help/fundamentals/navigating-asana

• All projects can be seen on the lower left side. • Tasks are completed by checking off the circle on the left side of the task. • You will be able to assign tasks to specific people as people are also able to assign them to you.

• Be sure to keep up do date on your tasks and to be thorough and detailed adding a lot of references, links, and examples when writing a task description or comments!

SLACK https://slack.com/get-started

• Slack is an instant messaging tool that is used for professional spaces. You are able to direct message your coworkers, make specific groups for projects, make calls (video & voice), and more! Slack serves as our main form of communication in house. This includes file sharing and discussion on client work. We try to keep our emails to a minimum since we’re getting them from all other places! > Here is a “getting started” guide for new Slack members https://get.slack.help/hc/en-us/articles/218080037-Getting-started-for-new-members > Useful keyboard shortcuts https://get.slack.help/hc/en-us/articles/201374536-Slack-keyboard-shortcuts

• Create your Slack account by going to http://bit.ly/TSRFullSlack • Our slack group is: thestoryroomteam.slack.com • When you sign up for slack, be sure to have your display name as your FIRST name only & add a photo.

• Our main Slack Channels: #general Company-wide announcements and work-based matters. In this channel we only share work things

#tsrcoolnews

#techsupport

#thework

Where we do all our technical queries

In this channel we share the best work done!

#random

# “client name”

Non-work banter and water cooler conversation. Here's where we talk about random things

Each client has their own channel where all the team must be included

Here we share all the interesting news that we find on the web

EVERHOUR https://everhour.com/v1/login

• Everhour is our time tracking tool that you will always use to mark your time working on a specific client. This tool is vital to how we bill our clients and how you will be paid.

• You will use Everhour 1 to keep track of all client billing hours. You will always bill to the half hour & you will be paid based on this detailed hourly report

• Be sure to log in through Everhour 1, NOT Everhour 2. • To start time tracking through Asana

> Add the Everhour extension to your Google Chrome browser. https://everhour.com/extensions It will ask you for your API Key once you install the extension. Yo u can find this in your account settings.

> Once added, each of your Asana tasks will have a green button with the text "Start timer"

> When you click this, the time starts to run for that specific task. > Once you have finished the task, click on the red button with the stop symbol in the up per right corner of Google Calendar to stop the timer.

â&#x20AC;˘ You may also time track manually. > See guide here. http://help.everhour.com/knowledgebase/articles/585747-tracking-from-everhour-website Be sure to be detailed when inputting manually.

ZOOM https://zoom.us/

• Zoom is our conference call tool that does voice and video. We have a PRO general account that everyone has access to that has no limitations. > We use this tool in addition to using Slack calls.

• Please make your own account (with your TSR email). > You will be limited to up to 40 mins on the call.

• If you are an Account Manager and expect to be scheduling meetings fr quently. - You will be invited to have your own PRO account. > In your own account, you can schedule meetings and create a Calendar Invite that can be directly linked to your Google Calendar.

• You can use Zoom in browser or you can download their application. • When sending a calendar invite and you are using the general Zoom account, be sure to choose it from the “rooms” option on your calendar invite.

• Share your Meeting ID with clients if you set up your call through Zoom. • General Zoom Meeting Room https://zoom.us/s/3053051111

• Google Chrome Zoom Extension https://chrome.google.com/webstore/detail/zoom-scheduler/kgjfgplpablkjnlkjmjdecg dpfankdle?hl=en-US

STORAGE & ACCESS OF DOCUMENTS • You will never store anything on your personal hard drive. Our company uses Dropbox and Google Drive to store and share all files.

•

Please always use Google Drive and NOT Microsoft based applications (Word/Ex cel). Powerpoint is used by our team but save only to our Dropbox account uder the correct project.

LAST PASS https://lastpass.com

• All passwords are held through a tool called LastPass where there is one main account and log in where all of our tools’ accounts and passwords are held. - team.access@thestoryroom.com - Password is located on this link: https://docs.google.com/spreadsheets/d/1pa8RK64L_RhOuZNczohXa4y3caTUm_ pYtJBrnh02CTs/edit#gid=0

• How to use LastPass: > Install your preferred plugin from here (notice tabs for mac, etc) https://lastpass.com/misc_download2.php > Log into LastPass with the company email and the password from the link above. If you don't have access to the link, notify #techsupport on slack or your direct manager. > Hit 'launch' on desired website to access it.

DROPBOX https://www.dropbox.com/

• You will use the shared team access Dropbox system for all files related to anything TSR that cannot be done on the TSR Google Drive. > Tutorial https://www.dropbox.com/guide/business

• We recommend that you download Dropbox to your computer to edit files online and in real-time. If you need assistance please contact #techsupport.

• Once downloaded, we recommend to use "Selective Sync" to select the folders that you work with. This will allow you to download only the folders that you need and will save you space on your computer and many hours of downloading. > Tutorial https://www.dropbox.com/help/syncing-uploads/selective-sync-overview > Note that new folders under Projects will not be added automatically to your Se lective sync selection. >IMPORTANT: For MAC users, you need to take a couple of extra steps to allow Dropbox to 'smart sync' your folders.

• Please use the proper naming when working with Dropbox https://docs.google.com/document/d/1rEuIycmaPRuiPaXTYl7L5TQyv_RDDO9ZFnCK82AphTY/edit?ts=5c532c86#heading=h.5cnritoi3r3

GOOGLE DRIVE • Google drive is a cloud based online program that allows us to work on projects in real time. We use this tool to share and store files.

• Google Drive Basics https://support.google.com/drive/answer/2424384?co=GENIE.Platform%3DDesktop&hl=en

• Google Drive Team Access - Click on "Shared with Me" on the left hand side. - Search for "Client Projects" and hit ENTER. - Drag and drop the Client Projects folder to "My Drive".

VACATION & HOLIDAYS VACATION POLICY Full Time Staff & Freelancers > Following your first full year of employment as staff or if freelancer, a consecutive period of 6 fulltime months working at least 40 hours each week, each team member has up to 19 days off as follows unless you have a different contractual written arrangement with your supervisor:

- 2 weeks (10 paid days) to take freely with approval - 1 week (5 paid days) during year-end New Yearâ&#x20AC;&#x2122;s week (when agency closes) - Up to 3 sick days to take as needed - 1 paid moving day as needed if you are moving homes

> If you are a full-time staff employee but have worked less than one year, your vacation days for that first year shall be subject to your supervisorâ&#x20AC;&#x2122;s discretion and approval up to the limits above. > No vacation time in excess of two weeks scan be taken at one time unless pre-approved by supervisor. > Vacation time requested in the month of December and January - which is adjacent to Holiday Closing of the Agency - must be especially approved. Full Time Staff & Freelancers > If you are a freelancer but have worked less than 6 months consecutively for TSR and your hours have not been at least 40 hours a week, you are not eligible for paid vacation or paid holidays. You may take the time off but it shall not be paid work days. New Team members > For new team members only who have worked less than one year, we offer a more flexible approach of vacation time during the first year of employment, as vacation days are still being earned to take during their second year at the agency. New team members will be able to enjoy 5 days of paid Christmas agency closing and, in the event of need, each supervisor will have the ability to grant to a new employee reasonable flexibility on time off during their first year based on their performance.

VACATION APPROVAL PROCEDURE â&#x20AC;˘ The procedure for vacation requests is the following: > All vacation day requests should be directed to your supervisor and copy the CEO. > The request must be submitted at least one month in advance of the time to be taken off. > The request does not interfere with other approved vacation time (which you can check on the company calendar) of someone in your department and you have enough days left in the year to take this time off. > Each employee is required to provide a coverage plan for their time off so that all workflow does not stop and work can be advanced prior to their time off. > Please assure that your days off are properly put on the Company Calendar after your supervisor approval.

SICK DAYS > If any employee has the need to stay home and take a permitted sick day, please contact your direct supervisor via email and phone to confirm their approval. > If anyone have any questions regarding the days you have earned to take during this calendar year, please reach out directly to your supervisor and/or the CEO.

HOLIDAY POLICY & CALENDAR > Each full-time staff member (or freelancers who have worked consecutively for at least 6 months) are eligible to take 10 paid holidays;

HOLIDAY CALENDAR https://docs.google.com/spreadsheets/d/1T_zMYbh3RoNZBdDDaTshbvvEZ32ySBcjTiBwOE7cEM/edit?usp=sharing PLUS | US NATIONAL HOLIDAYS

5 COMPANY-WIDE HOLIDAYS

New Year’s Day - Jan 1

Martin Luther King Day

Easter Friday

Memorial Day

July 4th

Thanksgiving days (Thursday and Friday of Nov)

Labor Day Christmas Day Dec 25th

• Holidays that fall on a weekend day will be rolled over to the following work day. • If you are a freelancer but have worked less than 6 months consecutively for TSR and your hours have not been at least 20 hours a week, you are not eligible for paid vacation or paid holidays. You may take the time off but it shall not be paid work days.

PAYROLL Gusto (US ONLY)

• Gusto is our payroll system (where you get paid, yay!). You will need to make an account at https://gusto.com/

• Be sure to make your account and coordinate with, our Finance Manager to submit your I9 to ensure you will be on the next payroll.

Freelancer Invoices

• If you are a freelancer, please download your time log from Everhour and create your invoice. > Use our template here https://docs.google.com/spreadsheets/d/1XLMmav1XQ8K4ssBFrjHJaUgmBoZguifiScH U7CB6kYo/edit?usp=sharing > All information should match your Everhour log

• Submit your Invoice AND your Detailed Report to the Finance Manager > If you are unable to download your Everhour Detailed Report Log for any rea son, manually input for data from Everhour into our template above.

LATIN AMERICA *this section is for any details that are LATAM specific*

WORKING FROM HOME - Working from home is a great option for a lot of people. At The Story Room, we want to help you be at your best when working remotely. Here are some guide lines:

• Make sure that your work setting is appropriate for clients as you will be on video calls. > Just as you would if you were meeting a client in person, you want to ensure that you look presentable. The same goes for when you’re working remotely. No one wants to see your unmade bed in the background!

• Ensure that your Zoom video chat is set up properly. > Sound check! > Camera check!

• Availability is key > Since you are working remotely, it is very important that you’re easily available for your co-workers to reach you.

HUMAN RESOURCES - Payroll

• Our Finance Director will coordinate with you to set up your payments. > They will contact you directly upon your hiring period to clarify the process.

• Vacation Policy For Uruguay only: > Following your first full year of employment as staff or if freelancer, a consecutive period of 6 full-time months, each team member has up to 24 days off as follows: - 15 paid days to take freely - 5 paid days during Christmas year end (when agency closes) - Up to 3 paid sick days to take as needed - 1 Moving day if needed if you are moving homes