From f990d8549142c2291b14bd91f089fbfcbc694ab7 Mon Sep 17 00:00:00 2001 From: "kilo-code-bot[bot]" <240665456+kilo-code-bot[bot]@users.noreply.github.com> Date: Fri, 13 Mar 2026 17:38:54 -0500 Subject: [PATCH] Add consultant offboarding process to handbook (#41453) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit ## 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 --- handbook/company/leadership.md | 1 + handbook/people/README.md | 8 ++++++++ 2 files changed, 9 insertions(+) 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.