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Add "change job title" responsibility to BizOps handbook (#17121)

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Joanne Stableford 2024-02-28 17:41:35 -05:00 committed by GitHub
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handbook/business-operations/README.md
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@ -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