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Code Issues Projects Releases Packages Wiki Activity Actions 91

Add consultant offboarding process to handbook (#41453)

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## Summary

- Adds a new "Offboard a consultant" process to the People department
handbook page (`handbook/people/README.md`) with steps for notification,
KPI retirement, and access removal.
- Adds guidance on the Leadership page
(`handbook/company/leadership.md`) in the Consultants section, prompting
project DRIs to notify the Head of People when offboarding a consultant.

## Changes

### `handbook/people/README.md`
- New `### Offboard a consultant` section under Responsibilities, placed
after "Change the DRI of a consultant" and before "Add an advisor".
- Three-step process: DRI notification → retire KPI column (links to
existing [Retire a
KPI](https://fleetdm.com/handbook/people#retire-a-kpi) section) →
offboarding issue.

### `handbook/company/leadership.md`
- New blockquote in the Consultants section directing project DRIs to
notify the Head of People when ending a consultant engagement, with a
link to the new offboarding process.

---

Built for [Isabell
Reedy](https://fleetdm.slack.com/archives/D0AEGJCGJR0/p1773242873045939)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)

---------

Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Isabell Reedy <113355639+ireedy@users.noreply.github.com>
Co-authored-by: Mike McNeil <mikermcneil@users.noreply.github.com>
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1
handbook/company/leadership.md
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@ -207,6 +207,7 @@ Consultants [track time using the company's tools](https://fleetdm.com/handbook/
> To update a consultant's fee, [submit an issue to 🧑‍🚀 People](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%3Ahelp-people&projects=&title=Update%20consultant%20fee) with the consultant's name and new hourly rate.
> **Offboarding a consultant?** When a consultant's engagement is ending, the DRI for that consultant notifies the [Head of People](https://fleetdm.com/handbook/people#team) so they can [begin the offboarding process](https://fleetdm.com/handbook/people#offboard-a-consultant).

8
handbook/people/README.md
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@ -267,6 +267,14 @@ To [change a teammate's compensation](https://fleetdm.com/handbook/company/commu
2. Change the DRI documented there to the new DRI who will receive information about the consultant's hours.
### Offboard a consultant
When a consultant's engagement with Fleet is ending, the following steps are taken to offboard them:
1. The Head of People gets notified by the [consultant's DRI](https://fleetdm.com/handbook/company/leadership#consultants) that a consultant's engagement is ending.
2. [Retire the consultant's column](https://fleetdm.com/handbook/people#retire-a-kpi) in the [KPIs](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit#gid=0).
3. Open an [offboarding issue](https://github.com/fleetdm/classified/blob/main/.github/ISSUE_TEMPLATE/offboarding.md) on the People board and work with IT to ensure the consultant's access to all Fleet systems is removed.
### Add an advisor
First: Advisor agreements are sent through [DocuSign](https://www.docusign.com/), using the "Advisor Agreement" template.