diff --git a/handbook/company/leadership.md b/handbook/company/leadership.md index 85286b5642..8c8aa3c8ca 100644 --- a/handbook/company/leadership.md +++ b/handbook/company/leadership.md @@ -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 "ΒΆΒΆ 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