From 341631abb91d29fcef161d20ab03b21e0a51ac44 Mon Sep 17 00:00:00 2001 From: Isabell Reedy <113355639+ireedy@users.noreply.github.com> Date: Thu, 25 Jul 2024 16:11:49 -0400 Subject: [PATCH] Add process for reviewing company benefits (#20633) Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com> --- handbook/business-operations/README.md | 9 +++++++++ .../business-operations/business-operations.rituals.yml | 4 ++-- 2 files changed, 11 insertions(+), 2 deletions(-) diff --git a/handbook/business-operations/README.md b/handbook/business-operations/README.md index 07148c4af0..81ba9c82be 100644 --- a/handbook/business-operations/README.md +++ b/handbook/business-operations/README.md @@ -347,6 +347,15 @@ To [change a team member's compensation](https://fleetdm.com/handbook/company/co > If the company decides on an additional equity grant as part of a compensation change, note the previous equity and new situation in detail in the "Notes" column of the equity plan. Update the "Grant started?" column to "todo" which adds it to the queue for the next time grants are processed (quarterly). +### Review Fleet's US company benefits + +Annually, around mid-year, Fleet will be prompted by Gusto to review company benefits. The goal is to keep changes minimal. Follow these steps: +1. Log in to your [Gusto admin account](https://gusto.com/). +2. Navigate to "Benefits" and select "Renewal survey". +3. Complete the survey questions, aiming for minimal changes. +4. Approximately 2-3 months after survery completion, Gusto will suggest plans based on Fleet's responses. Choose plans with minimal changes. +5. Gusto will offer these plans to employees during open enrollment, with new coverage starting 3-4 weeks afterward. + ### Process monthly accounting Create a [new montly accounting issue](https://github.com/fleetdm/confidential/issues/new/choose) for the current month and year named "Closing out YYYY-MM" in GitHub and complete all of the tasks in the issue. (This uses the [monthly accounting issue template](https://github.com/fleetdm/confidential/blob/main/.github/ISSUE_TEMPLATE/5-monthly-accounting.md). diff --git a/handbook/business-operations/business-operations.rituals.yml b/handbook/business-operations/business-operations.rituals.yml index 7267e97b29..e6df744a0a 100644 --- a/handbook/business-operations/business-operations.rituals.yml +++ b/handbook/business-operations/business-operations.rituals.yml @@ -143,11 +143,11 @@ moreInfoUrl: "https://fleetdm.com/handbook/business-operations#run-us-commission-payroll" # TODO update linked process and add a new process that captures MBO payment dri: "jostableford" - - task: "Review state filings for the previous quarter" #TODO tie this to a responsibility + task: "Review state filings for the previous quarter" startedOn: "2024-07-19" frequency: "Quarterly" description: "Verify that state filings have been successfully submitted for the previous quarter" - moreInfoUrl: + moreInfoUrl: "https://fleetdm.com/handbook/business-operations#review-state-employment-tax-filings-for-the-previous-quarter" dri: "ireedy" - task: "Investor reporting"