From bbaa571f0c5debd46cecac602959cf6ef2304cd1 Mon Sep 17 00:00:00 2001 From: Nathanael Holliday <100959072+hollidayn@users.noreply.github.com> Date: Wed, 27 Apr 2022 21:08:50 -0500 Subject: [PATCH] Handbook: Bizops rituals in people section (#5284) * Handbook: Bizops rituals in people section Not quite ready yet but want to get the changes going. Will require some further discussion to sort out missing details and settle format difference. * Update handbook/people.md * Update handbook/people.md * Update handbook/people.md * Update people.md * Update people.md * Update handbook/people.md * Update handbook/people.md * Update handbook/people.md Co-authored-by: Mike Thomas <78363703+mike-j-thomas@users.noreply.github.com> --- handbook/people.md | 20 +++++++++++++++++++- 1 file changed, 19 insertions(+), 1 deletion(-) diff --git a/handbook/people.md b/handbook/people.md index 44e84717f9..7dc2c39d61 100644 --- a/handbook/people.md +++ b/handbook/people.md @@ -357,7 +357,7 @@ When the final signature is added to an envelope in DocuSign, it is marked as co link: drive.google.com/[destinationFolderID] ``` -## Rituals +## PeopleOps ### OKR Planning @@ -387,6 +387,24 @@ We're happy you've ventured a trip around the sun with Fleet. Let's celebrate! - Each Friday, if there are any upcoming workiversaries in the next seven days, People Operations posts about them in #g-people and tags @mikermcneil to let them know. + +## Rituals + +The following table lists the People group's rituals, frequency, and Directly Responsible Individual (DRI). + +| Ritual | Frequency | Description | DRI | +|:-----------------------------|:-----------------------------|:----------------------------------------------------|-------------------| +| AP invoice monitoring | Daily | Look for new accounts payable invoices and ensure that Fleet's suppliers are paid. | Nathanael Holliday | +| Weekly department updates | Weekly | Updates from managers on what their departments accomplished for the week are logged in the cloud and disseminated on Slack. | Charlie Chance | +| Hours update | Weekly | Screenshots of contractor hours as shown in Gusto are sent via Slack to each contractor's manager with no further action necessary if everything appears normal. | Charlie Chance | +| Prepare Mike and Sid's 1:1 Doc | Bi-weekly | Run through the document preparation GitHub issue for Mike's call with Sid. | Nathanael Holliday | +| 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 | +| US contractor payroll | Monthly | Sync contractor hours to payments in Gusto and run payroll for the month. | Charlie Chance | +| OKR planning | Quarterly | Plan the next quarter's OKRs. | Mike Thomas | +| 550C update | Annually | File California 550C. | Charlie Chance | + ## Slack channels Please see [Brand > Slack channels](https://fleetdm.com/handbook/brand#slack-channels).