Add in converting Fleetie to consultant (#15840)

Also minor consistency fix of converting numbered lists to bulleted
lists so formatting throughout the page is consistent.

---------

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>

handbook/business-operations/README.md

@@ -72,13 +72,13 @@ Certain new team members, especially in go-to-market (GTM) roles, will need paid
 
 ### Add a seat to Salesforce
 Here are the steps we take to grant appropriate Salesforce licenses to a new hire:
-1. Go to ["My Account"](https://fleetdm.lightning.force.com/lightning/n/standard-OnlineSalesHome).
-2. View contracts -> pick current contract.
-3. Add the desired number of licenses.
-4. Sign DocuSign sent to the email.
-5. The order will be processed in ~30m.
-6. Once the basic license has been added, you can create a new user using the new team member's `@fleetdm.com` email and assign a license to it.
-7. To also assign a user an "Inbox license", go to the ["Setup" page](https://fleetdm.lightning.force.com/lightning/setup/SetupOneHome/home) and select "User > Permission sets". Find the [inbox permission set](https://fleetdm.lightning.force.com/lightning/setup/PermSets/page?address=%2F005%3Fid%3D0PS4x000002uUn2%26isUserEntityOverride%3D1%26SetupNode%3DPermSets%26sfdcIFrameOrigin%3Dhttps%253A%252F%252Ffleetdm.lightning.force.com%26clc%3D1) and assign it to the new team member.
+- Go to ["My Account"](https://fleetdm.lightning.force.com/lightning/n/standard-OnlineSalesHome).
+- View contracts -> pick current contract.
+- Add the desired number of licenses.
+- Sign DocuSign sent to the email.
+- The order will be processed in ~30m.
+- Once the basic license has been added, you can create a new user using the new team member's `@fleetdm.com` email and assign a license to it.
+- To also assign a user an "Inbox license", go to the ["Setup" page](https://fleetdm.lightning.force.com/lightning/setup/SetupOneHome/home) and select "User > Permission sets". Find the [inbox permission set](https://fleetdm.lightning.force.com/lightning/setup/PermSets/page?address=%2F005%3Fid%3D0PS4x000002uUn2%26isUserEntityOverride%3D1%26SetupNode%3DPermSets%26sfdcIFrameOrigin%3Dhttps%253A%252F%252Ffleetdm.lightning.force.com%26clc%3D1) and assign it to the new team member.
 
 ### Process an email from a state agency
 From time to time, you may get notices via email (or in the mail) from state agencies regarding Fleet's withholding and/or unemployment tax accounts. You can resolve some of these notices on your own by verifying and/or updating the settings in your Gusto account.
@@ -133,10 +133,10 @@ Then, send **the CEO** and **each manager** a direct message in Slack by copying
 
 ### Run US contractor payroll
 For Fleet's US contractors, running payroll is a manual process:
-1. Add the amount to be paid to the "Gross" line.
-2. Review hours _("Time tools > Time tracking")_
-3. Adjust time frame to match current payroll period (the 27th through 26th of the month)
-4. Sync hours and run contractor payroll.
+- Add the amount to be paid to the "Gross" line.
+- Review hours _("Time tools > Time tracking")_
+- Adjust time frame to match current payroll period (the 27th through 26th of the month)
+- Sync hours and run contractor payroll.
 
 ### Run US commission payroll
 - Update [commission calculator](https://docs.google.com/spreadsheets/d/1vw6Q7kCC7-FdG5Fgx3ghgUdQiF2qwxk6njgK6z8_O9U/edit) with new revenue from any deals that are closed/won (have a subscription agreement signed by both parties) and have an **effective start date** within the previous month.
@@ -144,6 +144,22 @@ 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. 
 
+
+### Convert a Fleetie to a consultant
+If a Fleetie decides they want to move to being a [consultant](https://fleetdm.com/handbook/company/leadership#consultants), either the Fleetie or their manager need to create a [custom issue for the BizOps team](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-business-operations&projects=&template=custom-request.md&title=Request%3A+_______________________) to notify them of the change.
+Once notified, BizOps takes the following steps:
+- Confirm the following details with the Fleetie:
+  - Date of change
+  - Term of consultancy (time period)
+  - Hours/capacity expected (hours per week or month)
+  - Confirm hourly rate
+- Once details are confirmed, use the information given to create the consulting agreement for the Fleetie (either in docusign (US-based) or via Plane (international)), and send to their personal email for signature. Once signed, save in Fleetie's [employee file](https://drive.google.com/drive/folders/1UL7o3BzkTKnpvIS4hm_RtbOilSABo3oG?usp=drive_link).
+- Schedule the Fleetie's final day in HRIS (Gusto or Plane).
+- Update final day in ["🧑‍🚀 Fleeties"](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0) spreadsheet.
+- Create an [offboarding issue](https://github.com/fleetdm/classified/blob/main/.github/ISSUE_TEMPLATE/%F0%9F%9A%AA-offboarding-____________.md) for the Fleetie converting to a consultant, and confirm with their manager if there is a need to retain any tools or access while they are a consultant (default to removing all access from Fleet email, and migrating to personal email for Slack and other tools unless there is a business case to retain the Fleet email and associated tool access).
+- Follow the offboarding issue for next steps, including communicating to teammates and updating equity plan.
+
+
 ### 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).
@@ -155,6 +171,7 @@ When a Fleetie, consultant or advisor requests an update to their personnel deta
 - 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).
 
@@ -197,10 +214,10 @@ Follow these steps to perform quarterly reporting for Fleet's investors:
 Equity grants for new hires are queued up as part of the [hiring process](https://fleetdm.com/handbook/business-operations#hiring), then grants and consents are [batched and processed quarterly](https://github.com/fleetdm/confidential/issues/new/choose).
 
 Doing an equity grant involves:
-1. executing a board consent
-2. the recipient and CEO signing paperwork about the stock options
-3. updating the number of shares for the recipient in the equity plan
-4. updating Carta to reflect the grant
+- Executing a board consent
+- The recipient and CEO signing paperwork about the stock options
+- Updating the number of shares for the recipient in the equity plan
+- Updating Carta to reflect the grant
 
 For the status of stock option grants, exercises, and all other _common stock_ including advisor, founder, and team member equity ownership, see [Fleet's equity plan](https://docs.google.com/spreadsheets/d/1_GJlqnWWIQBiZFOoyl9YbTr72bg5qdSSp4O3kuKm1Jc/edit#gid=0).  For information about investor ownership, see [Carta](https://app.carta.com/corporations/1234715/summary/).
 
@@ -220,7 +237,6 @@ Within 60 days of the end of the year, follow these steps:
 - Check the KPI sheet at 5pm US central time to ensure all departments have updated their KPIs on time.  If any departments are delinquent, notify the department head and let the [Apprentice to the CEO](https://fleetdm.com/handbook/ceo#team) know so they can put it on the agenda for their next one-on-one with the CEO.
 
 
-
 ## Rituals
 The following table lists this department's rituals, frequency, and Directly Responsible Individual (DRI).