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Update the language regarding consultant onboarding (#15949)

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Point to correct issue template, and provide context on what the
manager/instigator will need to provide.
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Joanne Stableford 2024-01-31 15:20:20 -05:00 committed by GitHub
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handbook/company/leadership.md
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@ -101,9 +101,7 @@ Consultants:
Consultants [track time using the company's tools](#tracking-hours) and sign [Fleet's consulting agreement](#sending-a-consulting-agreement).
To hire a consultant, [submit a custom request](https://fleetdm.com/handbook/business-operations#intake) to the business operations team.
> TODO: replace this w/ issue template (see also commented-out notes in hiring.md for some other steps)
To hire a consultant, [submit a new consultant onboarding request](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-business-operations&projects=&template=new-consultant-onboarding.md&title=New+US%2Finternational+consultant) to the business operations team.
#### Who ISN'T a consultant?
@ -123,30 +121,22 @@ Consultants aren't required to do any of those things.
#### Sending a consulting agreement
To hire a non-US consultant, please [submit a custom request](https://fleetdm.com/handbook/business-operations#intake).
To send a consulting agreement, you will need to [submit a new consultant onboarding request](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-business-operations&projects=&template=new-consultant-onboarding.md&title=New+US%2Finternational+consultant) to the business operations team. They will then peform the steps needed to bring aboard a new consultant.
To hire a US-based consultant, send them an agreement using the "Contractor agreement (US)" template in [DocuSign](https://www.docusign.com/).
(This template is located in the "¶¶ Classified templates" folder, which is only accessible via certain Docusign accounts in 1Password.)
You will be asked to provide the following details:
- Consultant's name (or business name)
- Consultant's email
- Term of service (default is 1 month, 10hrs/week)
- Who will be managing the output (approving hours) for the consultant
- Consultant's fee (always ask for their hourly rate)
- Any specific tools the consultant will need
> _**Note:** The Docusign template labeled "Contractor agreement (US)" is actually used for both consultants and [core team members in the US who are classified as 1099 contractors or billed corp-to-corp as vendors](#hiring-a-new-team-member). You may also sometimes hear this referred to as Fleet's "Consulting agreement". Same thing._
If the consultant is international, you will also provide:
- Country of residence
- Consultant's date of birth
To send a US consulting agreement, you'll need the new consultant's name, the term of the service, a summary of the services provided, and the consultant's fee.
There are some defaults that we use for these agreements:
- Term: Default to one month unless otherwise discussed.
- Services rendered: Copy and paste from the [language in this doc](https://docs.google.com/document/d/1b5SGgYEHqDmq5QF8p29WWN3it3XJh3xRT3zG0RdXARo/edit)
- Work will commence and complete by dates: Start date and end of term date
- Fee: Get from the consultant.
- Hours: Default to 10 hr/week.
- All US consultants track their hours weekly in Gusto.
Then hit send! After all of the signatures are there in Docusign, automation will trigger that uploads the completed document to the appropriate Google Drive folder, and that makes a Slack message appear in the `#help-classified` channel.
Finally, create a [custom request](https://fleetdm.com/handbook/business-operations#contact-us) titled "New US consultant: _____________" and request that this new consultant be registered with Fleet. (Business Operations will receive this request and take care of next steps, which include things like providing a place for the company to report their hours weekly in the KPIs sheet, and providing access to Slack and any relevant company tools.)
#### Updating a consultant's fee
- Direct message Mike McNeil with hourly rate change information.
- After CEO approval, Mike McNeil will issue a new contractor agreement with the updated fee via DocuSign.
> To update a consultant's fee, [submit an issue to BizOps](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-business-operations&projects=&title=Update%20consultant%20fee) with the consultant's name and new hourly rate.
### Advisor