From 7a77616cfcc889982dc1a31522f49aaa9a9d3d25 Mon Sep 17 00:00:00 2001 From: Nathanael Holliday <100959072+hollidayn@users.noreply.github.com> Date: Tue, 21 Jun 2022 17:44:46 -0500 Subject: [PATCH] Handbook updates: monthly accounting and commission payroll (#6311) * 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 --- handbook/people.md | 16 +++++++++++++++- 1 file changed, 15 insertions(+), 1 deletion(-) diff --git a/handbook/people.md b/handbook/people.md index 44ae3ffa24..fc2a5decaa 100644 --- a/handbook/people.md +++ b/handbook/people.md @@ -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 |