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Add section for updating personnel details (#15844)

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Joanne Stableford 2023-12-28 14:23:19 -05:00 committed by GitHub
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handbook/business-operations/README.md
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@ -144,6 +144,17 @@ For Fleet's US contractors, running payroll is a manual process:
- Let the Head of Business Operations know they 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.
### Updating personnel details
When a Fleetie, consultant or advisor requests an update to their personnel details (name, location, phone, etc), follow these steps to ensure accurate representation across systems.
- Team member submits a [custom issue](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-business-operations&projects=&template=custom-request.md&title=Request%3A+_______________________) to update their personnel details (or BizOps team creates if the request comes via email or is sensitive and needs a classified issue).
- If change is for a primary identification or contact method, ask for evidence of change and capture in [employee's personnel file](https://drive.google.com/drive/folders/1UL7o3BzkTKnpvIS4hm_RtbOilSABo3oG?usp=drive_link).
- BizOps makes change to HRIS (Gusto or Plane) to reflect change.
- Note: if making the change requires follow up steps, resolve those steps to action the change.
- Once change is effected in HRIS, BizOps makes changes to ["🧑‍🚀 Fleeties"](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0) spreadsheet.
- If required, BizOps makes any relevant changes to [Fleet's equity plan](https://docs.google.com/spreadsheets/d/1_GJlqnWWIQBiZFOoyl9YbTr72bg5qdSSp4O3kuKm1Jc/edit#gid=0).
- If required, BizOps also makes changes to other core systems (e.g: creating a new email alias in google workspace; updating details in Carta; etc).
- The change is now actioned, notify the team member and close the issue.
### Process monthly accounting
Create a [new montly accounting issue](https://github.com/fleetdm/confidential/issues/new/choose) for the current month and year named "Closing out YYYY-MM" in GitHub and complete all of the tasks in the issue. (This uses the [monthly accounting issue template](https://github.com/fleetdm/confidential/blob/main/.github/ISSUE_TEMPLATE/5-monthly-accounting.md).