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BizOps updates in handbook (#7838)
* BizOps updates in handbook Added ritual for quarterly QBO check. * Made requested changes * Update README.md Co-authored-by: Mike McNeil <mikermcneil@users.noreply.github.com>
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@ -563,10 +563,14 @@ Create a new issue for the current month and year named "Closing out YYYY-MM" us
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- Contact Charlie Chance in Slack and let her know she can run the commission payroll. Use the off-cycle payroll option in Gusto. Be sure to classify the payment as "Commission" in the "other earnings" field and not the generic "Bonus."
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- Once commission payroll has been run, update the [commission calculator](https://docs.google.com/spreadsheets/d/1vw6Q7kCC7-FdG5Fgx3ghgUdQiF2qwxk6njgK6z8_O9U/edit) to mark the commission as paid.
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### Quarterly Quickbooks Online (QBO) check
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- Check to make sure [bookkeeping quirks](https://docs.google.com/spreadsheets/d/1nuUPMZb1z_lrbaQEcgjnxppnYv_GWOTTo4FMqLOlsWg/edit?usp=sharing) are all accounted for and resolved or in progress toward resolution.
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- Check balance sheet and profit and loss statements (P&Ls) in QBO against the [monthly workbooks](https://drive.google.com/drive/folders/1ben-xJgL5MlMJhIl2OeQpDjbk-pF6eJM) in Google Drive.
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## Key reviews
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Every release cycle, each department leader prepares a [key review deck](https://about.gitlab.com/handbook/key-review/#purpose) and presents it to the CEO. In this deck, the department will highlight KPI metrics and progress of OKRs. The information for creating this deck is located in the ["🌈 Fleet" Google drive](https://drive.google.com/drive/folders/1lizTSi7YotG_zA7zJeHuOXTg_KF1Ji8k) using ["How to create key review"](https://docs.google.com/document/d/1PDwJL0HiCz-KbEGZMfldAYX_aLk5OVAU1MMSgMYYF2A/edit?usp=sharing)(internal doc).
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## Rituals
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The following table lists the People group's rituals, frequency, and Directly Responsible Individual (DRI).
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@ -592,6 +596,7 @@ The following table lists the People group's rituals, frequency, and Directly Re
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| Calendar audit | Daily | Daily Charlie audits CEOs calendar and set notes for meetings | Charlie Chance |
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| TPA verifications | Quarterly | Every quarter before tax filing due dates, Charlie audits state accounts to ensure TPA is set up or renewed | Charlie Chance |
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| OKR table update | Quarterly | Every quarter after OKRs are finalized, Charlie adds the OKR doc file to the table on Product's page | Charlie Chance |
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| QBO check | Quarterly | The first month after the previous quarter has closed, make sure that QBO is accurate compared to Fleet's records | Nathanael Holliday |
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| BizOps key review | every three weeks | Every release cycle a key review deck is prepared and presented | Nathanael Holliday |
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