Elgato_dark/fleet
1
0
Fork 0
mirror of https://github.com/fleetdm/fleet synced 2026-05-24 01:18:42 +00:00
Code Issues Projects Releases Packages Wiki Activity Actions 84

Handbook updates: monthly accounting and commission payroll (#6311)

Browse source 
* Handbook updates: monthly accounting and commission payroll

Updated handbook to reflect updates requested here: https://github.com/fleetdm/confidential/issues/1418

* Update people.md

Co-authored-by: Eric <eashaw@sailsjs.com>
This commit is contained in:
Nathanael Holliday 2022-06-21 17:44:46 -05:00 committed by GitHub
parent de22b8d781
commit 7a77616cfc
No known key found for this signature in database
GPG key ID: 4AEE18F83AFDEB23
1 changed files with 15 additions and 1 deletions
Show stats Download patch file Download diff file Expand all files Collapse all files

16
handbook/people.md
View file

@ -475,7 +475,20 @@ Weekly, Charlie looks in the [Fleeties spreadsheet](https://docs.google.com/spre
### Payroll
Many of these processes are automated but it's important that we check Gusto and Pilot manually for accuracy.
Many of these processes are automated but it's important that we check Gusto and Pilot manually for accuracy.
## BizOps
### Monthly accounting
Create a new issue for the current month and year named "Closing out YYYY-MM" using the [monthly accounting issue template](https://github.com/fleetdm/confidential/blob/main/.github/ISSUE_TEMPLATE/5-monthly-accounting.md) in GitHub and complete all of the tasks in the issue.
### Commission Payroll
- Update [commission calculator](https://docs.google.com/spreadsheets/d/1vw6Q7kCC7-FdG5Fgx3ghgUdQiF2qwxk6njgK6z8_O9U/edit) with new revenue from any deals that are closed/won (have a subscription agreement signed by both parties) and have an **effective start date** within the previous month.
- Detailed notes on this process are located [here](https://docs.google.com/document/d/1FQLpGxvHPW6X801HYYLPs5y8o943mmasQD3m9k_c0so/edit#).
- 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".
- 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.
## Rituals
@ -490,6 +503,7 @@ The following table lists the People group's rituals, frequency, and Directly Re
| OKR review | Every three weeks | Review the status of each OKR. | Mike Thomas |
| Brex reconciliation | Monthly | Make sure all company-issued credit card transactions include memos. | Nathanael Holliday |
| Monthly accounting | Monthly | Use the monthly accounting template in GitHub to go through the process of validating Fleet's books. | Nathanael Holliday |
| Commission payroll | Monthly | Use the [commission calculator](https://docs.google.com/spreadsheets/d/1vw6Q7kCC7-FdG5Fgx3ghgUdQiF2qwxk6njgK6z8_O9U/edit#gid=0) to determine the commission payroll to be run in Gusto. | Nathanael Holliday |
| US contractor payroll | Monthly | Sync contractor hours to payments in Gusto and run payroll for the month. | Charlie Chance |
| OKR planning | Quarterly | Plan for the next quarter's OKRs. | Mike Thomas |
| 550C update | Annually | File California 550C. | Charlie Chance |