diff --git a/handbook/company/leadership.md b/handbook/company/leadership.md index 75bb93602c..68998e260b 100644 --- a/handbook/company/leadership.md +++ b/handbook/company/leadership.md @@ -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). diff --git a/handbook/people/README.md b/handbook/people/README.md index 166b6ac143..dae10d6ae3 100644 --- a/handbook/people/README.md +++ b/handbook/people/README.md @@ -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.