METALCRAFTERS
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Blueprint · for review
New-Hire Onboarding — Module Blueprint
The interactive, Stealy-guided virtual seminar. Everyone completes the Universal track, then their role track. Bilingual (EN/ES) throughout.
"Taking our families, employees, and customers to new levels — one step at a time."
How it works
1
New hire is set up by the Office Manager / Shop Production Manager and assigned a role.
2
Stealy (MC's AI guide) walks them through each module by voice + text — explains, shows a short video/the policy, then asks a couple of check questions and adapts.
3
Each module ends with a digital acknowledgment + e-signature — written back to the person's MCP record. Replaces the paper sign-off on every current policy.
4
Progress is tracked; the manager sees a completion dashboard. No more chasing signed PDFs.
The job lifecycle (taught in U9)
Estimating›PM›Detailing›Shop›Field
"What starts wrong continues wrong." The domino effect every job description warns about.
Universal track — every new hire
U1 · Welcome & Mission
Who we are, the mission, Core Values, the org chart, meet leadership (VP Christian). Source: Core Values draft + JD mission lines
U2 · The Metalcrafters Deal
What we owe you (P4P pay, PPE provided, per-diem/lodging/travel, training, growth) & what you owe us (attendance, safety, quality, accountability, the app). Source: P-003, P-004, P4P draft
U3 · Hours, Time Clock & Attendance
Schedule, the App time clock (Tools section), 30-min lunch, overnight timekeeping, on-time expectation. Source: P-005, P-006
U4 · Pay & Pay-for-Performance
How pay works, the P4P framework, how reviews go. Source: P4P draft
U5 · Conduct & Workplace Policies
Cell phone/headphone (one-ear, AM/FM only), food/bev, dress code (uniform, steel-toe, no open-toe, no tobacco/profanity before customers), respect. Source: P-007, P-008
U6 · Safety
PPE (what's issued + the occurrence tiers), housekeeping (5 phases), hazard reporting, lockout/tagout, required certs (OSHA 10/30, forklift, scissor/telehandler), emergencies. Source: P-002, P-004, P-008 + crew-training app
U7 · Accountability & Discipline
The standard, progressive discipline, drug & alcohol, the background-check/drug-screen. Source: Discipline + Drug/Alcohol drafts
U8 · The Metalcrafters App (Stealy's home)
Hands-on: the system of record — clock in, log your work, report PPE, find your job. "If it's not in the app, it didn't happen." Source: every job description
U9 · How Work Flows
The job lifecycle & the domino effect; the 7-phase Job Flow. Source: Job Flow SOP v2.1 + JD lifecycle lines
U10 · Tools & Terminology (field/shop hires — bilingual)
Hand tools, welding, stairs, rails, ladders/gates in English & Spanish. Source: already built → mc-training.pages.dev
Role tracks — each role gets its JD + its policies + "success looks like"
Office Manager
Office Asst → Office Manager → VP
JD-007 · office ops, invoices/payroll, policy enforcement, office hiring/onboarding, App admin.
Office Assistant
Office Asst → Office Manager → VP
JD-006 · admin support, filing, invoice/payroll support.
Estimator (+ Senior Estimator)
Estimator → Sr Estimator/Office Mgr → VP
JD-003/JD-011 · takeoffs, bids, App data integrity, the domino effect, KPIs. + Penelope estimating tools.
Project Manager
Foreman → PM → VP
JD-009 · pre-install planning, on-site execution, safety, change orders, closeout/punch lists, GC liaison, the App.
Detailer (+ Detailing Lead)
Detailer → Lead Detailer → SM/PM → VP
JD-002/JD-001 · shop drawings, submittals, 3D, RoboRail/Vertek/CNC/DXF, drawing stages in App, AISC.
Shop Production Manager ("Shop Manager")
Shop Mgr → Office Mgr/VP
JD-015 · shop floor, production tracking, team mgmt & P4P, equipment, QC.
Shop Logistics Manager ("Logistics Manager")
Shop/Logistics Mgr → Office Mgr/VP
JD-013 · procurement, shipping/BoL, yard & fleet.
Material Coordinator
Material Coord → Shop Mgr → Office Mgr/VP
JD-014 · receiving, inventory, staging; floats to Painter.
Shop Fabricator
Fabricator → Dept Lead → Shop Manager → VP
JD-012 + P-001 (tools), P-002 (housekeeping), P-008 (food/bev) · fab from drawings, certs, App job logging. + welding/tools terminology (U10).
Install Foreman & Installer
Installer → Foreman → PM → VP
JD-004/JD-005 + P-003 (per diem), P-004 (PPE), P-005 (lunch), P-006 (overnight) · install plans, field safety, crew leadership, certs (OSHA 30/10). Bilingual: foreman learns Spanish / installer learns English (the crew app).
Painter
(Shop)
JD-008 · spray application, surface prep, coatings safety, finish QC. (JD is thin — may expand.)
Build phases
- P0 (next — task #2): one Universal module live as a Stealy demo (Welcome + The Deal) so you can feel it.
- P1: all Universal modules + digital sign-off + progress tracking.
- P2: the 10 role tracks.
- P3: manager completion dashboard, cert tracking, completion certificates, write-back to the MCP record.
Open decisions before full build: confirm the Core Values, get the real P4P numbers, attorney review of the Discipline & Drug/Alcohol drafts, decide Stealy's voice/persona, and confirm with Winston where completion writes in the MCP people record (the table already has an offboarding_checklist field — an onboarding one would mirror it).