diff --git a/handbook/business-operations/README.md b/handbook/business-operations/README.md index 9a786862f..aba923f9a 100644 --- a/handbook/business-operations/README.md +++ b/handbook/business-operations/README.md @@ -147,6 +147,25 @@ 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. + +### Change a Fleetie's job title +When BizOps receives notification of a Fleetie's job title changing, follow these steps to ensure accurate recording of the change across our systems. +- Update the ["🧑‍🚀 Fleeties"](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0) spreadsheet: + - Search the spreadsheet for the Fleetie in need of a job title change. + - Input the new job title in the Fleetie's row in the "Job title" cell. + - Navigate to the "Org chart" tab of the spreadsheet, and verify that the Fleetie's title appears correctly in the org chart. +- Update the relevant HRIS system. + - For updating Gusto (US-based Fleeties): + - Login to Gusto and navigate to "People > Team members". + - Find the Fleetie and select them to see their profile page. + - Under the "Compensation" heading, select edit and update the "Job title" and input the specific date the change happened. Save the changes. + - For updating Plane (non-US Fleeties): + - Login to Plane and navigate to "People > Team". + - Find the Fleetie and select them to see their profile page. + - Use the "Help" function, or email support@plane.com to notify Plane of the need to change the job title for the Fleetie. Include the Fleetie's name, current title, new title, and effective date. + - Take any relevant steps as directed by Plane in order to make the required changes to the Fleetie's profile. + + ### Change a Fleetie's manager When BizOps receives notification of a Fleetie's manager changing, follow these steps to ensure correct recording in our systems. - Update the [Fleeties](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0). @@ -156,6 +175,7 @@ When BizOps receives notification of a Fleetie's manager changing, follow these - Verify that in the new manager's row, the "# direct reports" cell reflect the correct number. - Navigate to the "Org chart" tab in the spreadsheet, and verify that the Fleetie now appears in the correct place in the org chart. > **Note:** The Fleeties spreadsheet is the source of truth for this information, and any other systems reflecting reporting lines should be disregarded. + ### Prepare salary benchmarking information