From c98d82f95ca74651dadfe7452fb45635b1f69143 Mon Sep 17 00:00:00 2001 From: Mike McNeil Date: Tue, 30 Apr 2024 20:26:00 -0500 Subject: [PATCH] =?UTF-8?q?Handbook:=20Expand=20handbooking=20and=20other?= =?UTF-8?q?=20steps=20for=20edge=20case=20responsibi=E2=80=A6=20(#18664)?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit …lities --- handbook/business-operations/README.md | 17 ++++++++++++----- 1 file changed, 12 insertions(+), 5 deletions(-) diff --git a/handbook/business-operations/README.md b/handbook/business-operations/README.md index 93fb1e69d6..26ed30d408 100644 --- a/handbook/business-operations/README.md +++ b/handbook/business-operations/README.md @@ -99,7 +99,6 @@ Then, send the DRI a direct message in Slack with a screenshot of the HRIS porta 1. In the [KPIs](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit#gid=0) sheet, find the consultant's column. 2. Change the DRI documented there to the new DRI who will receive information about the consultant's hours. - ### Run US contractor payroll For Fleet's US contractors, running payroll is a manual process: - Add the amount to be paid to the "Gross" line. @@ -186,11 +185,12 @@ When a Fleetie, consultant or advisor requests an update to their personnel deta ### Change a Fleetie's job title When BizOps receives notification of a Fleetie's job title changing, follow these steps to ensure accurate recording of the change across our systems. -- Update the ["πŸ§‘β€πŸš€ Fleeties"](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0) spreadsheet: +- Update ["πŸ§‘β€πŸš€ Fleeties"](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0): - Search the spreadsheet for the Fleetie in need of a job title change. - Input the new job title in the Fleetie's row in the "Job title" cell. - Navigate to the "Org chart" tab of the spreadsheet, and verify that the Fleetie's title appears correctly in the org chart. -- Update the relevant HRIS system. +- Update the departmental handbook page with the change of job title +- Update the relevant payroll/HRIS system. - For updating Gusto (US-based Fleeties): - Login to Gusto and navigate to "People > Team members". - Find the Fleetie and select them to see their profile page. @@ -204,13 +204,20 @@ When BizOps receives notification of a Fleetie's job title changing, follow thes ### Change a Fleetie's manager When BizOps receives notification of a Fleetie's manager changing, follow these steps to ensure correct recording in our systems. -- Update the [Fleeties](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0). +- Update [πŸ§‘β€πŸš€ Fleeties](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0): - Search for the Fleetie's new manager, and copy the new manager's unique ID from the far left "Unique ID" column. - Search for the Fleetie who's manager is changing, and paste (without formatting) their new manager's unique ID in the "Reports to: (manager unique ID)" cell in the Fleetie's row. - Verify that the "Reports to (auto: manager name and job title)" cell in the Fleetie's row reflects the new manager's details. - Verify that in the new manager's row, the "# direct reports" cell reflect the correct number. - Navigate to the "Org chart" tab in the spreadsheet, and verify that the Fleetie now appears in the correct place in the org chart. -> **Note:** The Fleeties spreadsheet is the source of truth for this information, and any other systems reflecting reporting lines should be disregarded. +- If the person's department is changing, then update both departmental handbook pages to move the person to their new department: + - Remove the person from the "Team" section of the old department and add them to the "Team" section of the new department. +- If the person's level of confidential access will change along with the change to their manager, then update that level of access: + - Update Google Workspace to make sure this person lives in the correct Google Group, removing them from the old and/or adding them to the new. + - Update 1password to remove this person from old vaults and/or add them to new vaults. + - For a team member moving from "classified" to "confidential" access, check Gusto, Plane, and other systems to remove their access. + +> **Note:** The Fleeties spreadsheet is the source of truth for who everyone's manager is and their job titles.