diff --git a/handbook/company/leadership.md b/handbook/company/leadership.md index aabc7e36ae..d97bc18543 100644 --- a/handbook/company/leadership.md +++ b/handbook/company/leadership.md @@ -331,16 +331,11 @@ Here are the steps hiring managers follow to get an offer out to a candidate: ``` *CEO interview request:* Hi @Savannah Friend, the following candidate is ready for a CEO interview. cc: @Sam Pfluger - - Name: TODO - - Position: TODO - - LinkedIn: TODO - - Email: TODO - Single doc URL: TODO ``` 5. **Confirm intent to offer:** Share the single document (the "interview packet") with the Head of Digital Experience via Google Drive. - - _Share_ this single document with the Head of Digital Experience via email. - - When the Head of Digital Experience receives this shared doc in their email with the compiled feedback about the candidate, they will understand that to mean that it is time for Fleet to make an offer to the candidate. + - At-mention the Head of Digital Experience in the hiring channel for the open position and confirm that you would like to make an offer to a particular candidate. Be sure to include the single document URL in your message. ### Making an offer @@ -349,16 +344,33 @@ After receiving the interview packet, the Head of Digital Experience uses the fo -1. **Prepare the "exit scenarios" spreadsheet:** 🌐 Head of Digital Experience [copies the "Exit scenarios (template)"](https://docs.google.com/spreadsheets/d/1k2TzsFYR0QxlD-KGPxuhuvvlJMrCvLPo2z8s8oGChT0/copy) for the candidate, and renames the copy to e.g. "Exit scenarios for Jane Doe". +1. **Review the candidate's row in the ["πŸ§‘β€πŸš€ Fleeties" spreadsheet](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0) to be sure there are no dangling TODOs. Read the column headers and precisely follow the instructions about how to format the data. Verify the new team member's row in "πŸ§‘β€πŸš€ Fleeties" includes: + - **Start date** _(The new fleetie's first day, YYYY-MM-DD)_ + - **LinkedIn** _(If available)_ + - **GitHub username** _(If available)_ + - **Location** _(Derive this from LinkedIn if possible)_ + - Add the new team member's GitHub username _(Username of 2FA-enabled GitHub account)_ + +2. Review the [ΒΆΒΆ πŸ₯§ Equity plan](https://docs.google.com/spreadsheets/d/1_GJlqnWWIQBiZFOoyl9YbTr72bg5qdSSp4O3kuKm1Jc/edit#gid=0) to be sure the candidate's compensation and all included notes are correct. + - **OTE**: _("On-target earnings", i.e. anticipated total annual cash compensation)_ + - **Equity**: _(Stock options)_ + - **Notes**: _(Track base salary here, as well as a very short explanation of commission or bonus structure.)_ + - **Personal email**: _(Use the personal email they're replying from, e.g. `@gmail.com`)_ + +3. **Prepare the "exit scenarios" spreadsheet**: 🌐 Head of Digital Experience [copies the "Exit scenarios (template)"](https://docs.google.com/spreadsheets/d/1k2TzsFYR0QxlD-KGPxuhuvvlJMrCvLPo2z8s8oGChT0/copy) for the candidate, and renames the copy to e.g. "Exit scenarios for Jane Doe". - _Edit the candidate's copy of the exit scenarios spreadsheet_ to reflect the number of shares in ["πŸ₯§ Equity plan"](https://docs.google.com/spreadsheets/d/1_GJlqnWWIQBiZFOoyl9YbTr72bg5qdSSp4O3kuKm1Jc/edit#gid=0), and the spreadsheet will update automatically to reflect their approximate ownership percentage. + > _**Note:** Don't play with numbers in the exit scenarios spreadsheet. The revision history is visible to the candidate, and they might misunderstand._ -2. **Prepare offer:** 🌐 Head of Digital Experience [copies "Offer email (template)"](https://docs.google.com/document/d/1zpNN2LWzAj-dVBC8iOg9jLurNlSe7XWKU69j7ntWtbY/copy) and renames to e.g. "Offer email for Jane Doe". Edit the candidate's copy of the offer email template doc and fill in the missing information: + - Move the candidate's exit scenarios sheet to the top level of the ["ΒΆΒΆ People operations" folder](https://drive.google.com/drive/folders/1NKZ0UTmLbOPOeAA-iaEote3_diqu8Cbw?usp=drive_link) in Google Drive. + - Share "Editor" access of the candidate's exit scenarios spreadsheet with them via their personal email. **BE SURE UNCHECK THE "Notify people" box. + +4. **Prepare offer**: 🌐 Head of Digital Experience [copies "Offer email (template)"](https://docs.google.com/document/d/1zpNN2LWzAj-dVBC8iOg9jLurNlSe7XWKU69j7ntWtbY/copy) and renames to e.g. "Offer email for Jane Doe". Edit the candidate's copy of the offer email template doc and fill in the missing information: - _Benefits:_ If candidate will work outside the US, [change the "Benefits" bullet](https://docs.google.com/document/d/1zpNN2LWzAj-dVBC8iOg9jLurNlSe7XWKU69j7ntWtbY/edit) to reflect what will be included through Fleet's international payroll provider, depending on the candidate's location. - _Equity:_ Highlight the number of shares with a link to the candidate's custom "exit scenarios" spreadsheet. - _Hand off:_ Share the offer email doc with the [Apprentice to the CEO](https://fleetdm.com/handbook/digital-experience#team). -3. **Draft email:** 🦿 Apprentice to the CEO drafts the offer email in the CEO's inbox, reviews one more time, and then brings it to their next daily meeting for CEO's approval: +5. **Draft email**: 🦿 Apprentice to the CEO drafts the offer email in the CEO's inbox, reviews one more time, and then brings it to their next daily meeting for CEO's approval: - To: The candidate's personal email address _(use the email from the CEO interview calendar event)_ - Cc: Head of Digital Experience - Subject: "Full time?" @@ -367,16 +379,30 @@ After receiving the interview packet, the Head of Digital Experience uses the fo - _Click the surrounding areas to ensure no "ghost links" are left from previous edits... which has happened before._ - _Re-read the offer email one last time, and especially double-check that the salary, number of shares, and start date match the numbers that are currently in the equity plan._ -4. **Send offer:** πŸˆβ€β¬› CEO reviews and sends the offer to the candidate: +6. **Send offer**: πŸˆβ€β¬› CEO reviews and sends the offer to the candidate: - _Grant the candidate "edit" access_ to their "exit scenarios" spreadsheet. - _Send_ the email. -5. **Process the offer response** The Head of Digital Experience will process the offer response by either creating a new ["Teammate pre-onboarding" issue](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-digital-experience&projects=&template=pre-onboarding.md&title=Pre-onboarding%3A+______________________) and following the steps if the offer is accepted or notifying the stakeholders that the offer was not accepted and we should continue the search. +7. **Process the offer response**: The Head of Digital Experience will process the offer response by either creating a new ["Teammate pre-onboarding" issue](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-digital-experience&projects=&template=pre-onboarding.md&title=Pre-onboarding%3A+______________________) and following the steps if the offer is accepted or notifying the stakeholders that the offer was not accepted and we should continue the search. + +8. **If the offer is accepted**: The Head of Digital Experience will: + - Review the [ΒΆΒΆ πŸ₯§ Equity plan](https://docs.google.com/spreadsheets/d/1_GJlqnWWIQBiZFOoyl9YbTr72bg5qdSSp4O3kuKm1Jc/edit#gid=0) to be sure the new team member's compensation and all included notes are correct. + - _Send a reply_ (ccing DigExp team) welcoming the team member to Fleet and letting them know to expect a separate email with next steps for getting the team member's laptop, Yubikeys, and agreement going ASAP so they can start on time. For example: + + ``` + \o/ It's official! + + Be on the lookout for an email in a separate thread with next steps for quickly signing the paperwork and getting your company laptop and hardware 2FA keys (Yubikeys), which we recommend setting up ASAP. + + Thanks, and welcome to the team! + Sam + + ``` ### After an offer is accepted -The Head of Digital Experience will then follow the steps in the ["Teammate pre-onboarding"](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-digital-experience&projects=&template=pre-onboarding.md&title=Pre-onboarding%3A+______________________) issue, which includes reaching out to the new team member within 1 business day from a separate email thread to get additional information as needed, prepare their agreement, add them to the company's payroll system, and get their new laptop and hardware security keys ordered so that everything is ready for them to start on their first day. +The Digital Experience team will then follow the steps in the ["Teammate pre-onboarding"](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-digital-experience&projects=&template=pre-onboarding.md&title=Pre-onboarding%3A+______________________) issue, which includes reaching out to the new team member within 1 business day from a separate email thread to get additional information as needed, prepare their agreement, add them to the company's payroll system, and get their new laptop and hardware security keys ordered so that everything is ready for them to start on their first day. ## Create a 30-60-90 day plan