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Handbook: Match bizops page to new framework for departmental pages (#13404)

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# Business Operations
Welcome to the Business Operations (or BizOps) handbook! The BizOps handbook serves as an informational, how-to guide for Fleeties, and supports Fleet's mission by enabling team members to make meaningful contributions in alignment with our values. If you can not find what you are looking for please use the [intake process](https://fleetdm.com/handbook/business-operations#intake) to make a request of the team.
This handbook page details processes specific to working [with](#contact-us) and [within](#responsibilities) the Business Operations (BizOps) department.
The BizOps department works together as one team, made up of these traditional functions: [People](https://fleetdm.com/handbook/business-operations/people-operations), Finance, Legal, IT, and Revenue Operations (RevOps).
## What we do
The BizOps department is directly responsible for these traditional functions: People, Finance, Legal, IT, and Revenue Operations (RevOps).
## Intake
To make a request of the business operations department, [create an issue using one of our issue templates](https://github.com/fleetdm/confidential/issues/new/choose). If you don't see what you need, or you are unsure, [create a custom request issue](https://github.com/fleetdm/confidential/issues/new/choose) and someone in business operations will reply within 1 business day.
## Team
| Role | Contributor(s) |
|:------------------------------|:------------------------------------------------------------------------------------------------------------------------|
| Head of Business Operations | [Joanne Stableford](https://www.linkedin.com/in/joanne-stableford/) _([@jostableford](https://github.com/JoStableford))_
| Business Operations Engineer | [Nathan Holliday](https://www.linkedin.com/in/nathanael-holliday/) _([@hollidayn](https://github.com/hollidayn))_
| Head of Revenue Operations | [Taylor Hughes](https://www.linkedin.com/in/taylorhughes834/) _([@hughestaylor](https://github.com/hughestaylor))_
> If you're not sure that your request can wait that long, then please ask for urgent help in our group Slack channel: `#g-business-operations`. Only use this approach or at-mention contributors in business operations directly in urgent situations. Otherwise, create an issue.
## Kanban
Any Fleet team member can [view the 🔦#g-business-operations kanban board](https://app.zenhub.com/workspaces/-g-business-operations-63f3dc3cc931f6247fcf55a9/board?sprints=none) (confidential) for this department, including pending tasks in the active sprint and any new requests.
## Contact us
- Submit legal questions and requests to Business Operations department. (Business Operations will escalate first-of-its-kind agreements to the CEO. The CEO will review business terms and consult with lawyers as necessary.)
- If urgent, ask in [#g-business-operations](https://fleetdm.slack.com/archives/C047N5L6EGH).
- If you need help during onbaording ask in [#help-onboarding](https://fleetdm.slack.com/archives/C02QG7P5571).
- For all questions related to your company credit card, ask in [#help-brex](https://fleetdm.slack.com/archives/C0396TYH4EP).
- To make any other request of the Business Operations department, [create an issue using one of our issue templates](https://github.com/fleetdm/confidential/issues/new/choose). If you don't see what you need, or you are unsure, [create a custom request issue](https://github.com/fleetdm/confidential/issues/new/choose) and someone in business operations will reply within 1 business day.
- Any Fleet team member can [view the 🔦#g-business-operations kanban board](https://app.zenhub.com/workspaces/-g-business-operations-63f3dc3cc931f6247fcf55a9/board?sprints=none) (confidential) for this department, including pending tasks in the active sprint and any new requests.
## Tools we use
There are a number of tools that are used throughout Fleet. Some of these tools are used company-wide, while others are department-specific. You can see a list of those tools in ["Tools we use" (private Google doc)](https://docs.google.com/spreadsheets/d/170qjzvyGjmbFhwS4Mucotxnw_JvyAjYv4qpwBrS6Gl8/edit?usp=sharing).
### Role-specific licenses
Certain new team members, especially in go-to-market (GTM) roles, will need paid access to paid tools like Salesforce and LinkedIn Sales Navigator immediately on their first day with the company. Gong licenses that other departments need may [request them from BizOps](https://fleetdm.com/handbook/business-operations#intake) and we will make sure there is no license redundancy in that department. The table below can be used to determine which paid licenses they will need, based on their role:
| Role | Salesforce CRM | Salesforce "Inbox" | LinkedIn _(paid)_ | Gong _(paid)_ | Zoom _(paid)_ |
|:-----------------|:--|:---|:---|:---|:--|
| 🐋 AE | ✅ | ✅ | ✅ | ✅ | ✅
| 🐋 CSM | ✅ | ✅ | ❌ | ✅ | ✅
| 🐋 SA | ✅ | ✅ | ❌ | ❌ | ✅
| 🫧 SDR | ✅ | ✅ | ✅ | ❌ | ❌
| ⚗️ PM | ❌ | ❌ | ❌ | ✅ | ✅
| 🔦 CEO | ✅ | ✅ | ✅ | ✅ | ✅
| Other roles | ❌ | ❌ | ❌ | ❌ | ❌
> **Warning:** Do NOT buy LinkedIn Recruiter. AEs and SDRs should use their personal Brex card to purchase the monthly [Core Sales Navigator](https://business.linkedin.com/sales-solutions/compare-plans) plan. Fleet does not use a company wide Sales Navigator account. The goal of Sales Navigator is to access to profile views and data, not InMail. Fleet does not send InMail.
### Namecheap
Domain name registrations are handled through Namecheap. Access is managed via 1Password. <!-- TODO: Move into "tools we use" sheet -->
### Vetty
Fleet team members with access to Fleet's infrastructure undergo a background check provided through [Vetty](https://vetty.co/). Only the most recent background checks appear on the home page of Vetty's dashboard. To access a complete list of background checks run in Vetty, scroll down to the bottom of the candidates page and click "View Historical". <!-- TODO: Move into "tools we use" sheet -->
## Recurring expenses
Recurring monthly or annual expenses are tracked as recurring, non-personnel expenses in ["🧮 The Numbers"](https://docs.google.com/spreadsheets/d/1X-brkmUK7_Rgp7aq42drNcUg8ZipzEiS153uKZSabWc/edit#gid=2112277278) _(¶confidential Google Sheet)_, along with their payment source. Reconciliation of recurring expenses happens monthly.
> Use this spreadsheet as the source of truth. Always make changes to it first before adding or removing a recurring expense. Only track significant expenses. (Other things besides amount can make a payment significant; like it being an individualized expense, for example.)
## Payroll
Many of these processes are automated, but it's vital to check Gusto and Plane manually for accuracy.
- Salaried fleeties are automated in Gusto and Plane.
- Hourly fleeties and consultants are a manual process each month in Gusto and Plane.
| Payroll type | What to use | DRI |
|:-----------------------------|:-----------------------------|:-----------------------------|
| [Commissions and ramp](https://fleetdm.com/handbook/business-operations#run-us-commission-payroll) | "Off-cycle" payroll | Head of Business Operations
| Sign-on bonus | "Bonus" payroll | Head of Business Operations
| Performance bonus | "Bonus" payroll | Head of Business Operations
| Accelerations (quarterly) | "Off-cycle" payroll | Head of Business Operations
| [US contractor payroll](https://fleetdm.com/handbook/business-operations#run-us-contractor-payroll) | "Off-cycle" payroll | Head of Business Operations
## Responsibilities
### 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.
### 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.
If the notice is regarding an upcoming change to your deposit schedule or unemployment tax rate, make the required change in Gusto, such as:
- Update your unemployment tax rate.
- Update your federal deposit schedule.
- Update your state deposit schedule.
In Gusto, you can click **How to review your notice** to help you understand what kind of notice you received and what additional action you can take to help speed up the time it takes to resolve the issue.
> **Note:** Many agencies do not send notices to Gusto directly, so it’s important that you read and take action before any listed deadlines or effective dates of requested changes, in case you have to do something. If you can't resolve the notice on your own, are unsure what the notice is in reference to, or the tax notice has a missing payment or balance owed, follow the steps in the Report and upload a tax notice in Gusto.
<!-- 2023-08-19: I commented this out because I wasn't sure if we were still doing it this way and I didn't want to leave infomration that was potentially incorrect or contradictory. -mikermcneil
#### Process an email from a state agency with help from CorpNet
In CorpNet, select "place an order for an existing business":
- Email the CorpNet account rep "Subject: Fleet Device Management: State - Foreign Registration and Payroll Tax Registration" (this takes about two weeks).
- Select "Foreign Qualification," place the order and email the confirmation to the CorpNet rep for "Payroll registration" (this is a shorter turnaround).
- You can also do this on your own by visiting the state's "Secretary of State" website and checking that the company name is available. To register online, you'll need the EIN, business address, information about the owners and their percentages, the first date of business, sales within the state, and the business type (usually get an email right away for approval ~24-48 hrs).
-->
<!-- 2023-08-19: This linked sheet is out of date so I'm commenting it out. -mikermcneil
For more information about how Fleet and our accounting team work together, check out [Fleet - who does what](https://docs.google.com/spreadsheets/d/1FFOudmHmfVFIk-hdIWoPFsvMPmsjnRB8/edit#gid=829046836) (private doc). -->
<!-- 2023-08-19: I commented this out because I wasn't sure how to map it to an imperative mood verb phrase (responsibility) that bizops is doing either ad hoc or as part of a ritual (recurring task). -mikermcneil
Every quarter, payroll and tax filings are due for each state. Gusto can handle these automatically if Third-party authorization (TPA) is enabled. Each state is unique and Gusto has a library of [State registration and resources](https://support.gusto.com/hub/Employers-and-admins/Taxes-forms-and-compliance/State-registration-and-resources) available to review. You will need to grant Third-party authorization (TPA) per state and this should be checked quarterly before the filing due dates to ensure that Gusto can file on time. -->
### Inform managers about hours worked
Every Friday at 1:00pm CT, we gather hours worked for anyone who gets paid hourly by Fleet. This includes core team members and consultants, regardless of employment classification, and regardless whether inside or outside of the United States.
Here's how:
- For every hourly core team member in Gusto or Pilot.co, look up their manager ([who they report to](https://fleetdm.com/handbook/company#org-chart)).
- If any direct report is hourly in Pilot.co and does not submit their hours until the end of the month, still list them, but explain. (See example below.)
- [Consultants](https://fleetdm.com/handbook/business-operations#hiring) don't have a formal reporting structure or manager. Instead, send their hours worked to the CEO, no matter who the consultant is.
Then, send **the CEO** and **each manager** a direct message in Slack by copying and pasting the following template:
> Here are the hours worked by your direct reports since last Saturday at midnight (YYYY-MM-DD):
> - 🧑‍🚀 Alice Bobberson: 21.25
> - 🧑‍🚀 Charles David: 3.5
> - 🧑‍🚀 Philippe Timebender: (hours not available until they invoice at the end of the month)
>
> And here are the hours worked by consultants:
> - 💁 Bombalurina: 0
> - 💁 Jennyanydots: 0
> - 💁 Skimbleshanks: 19
> - 💁 Grizabella: 0
>
> More info: https://fleetdm.com/handbook/business-operations#inform-managers-about-hours-worked
### 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.
### 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.
- Find detailed notes on this process in [Notes - Run commission payroll in Gusto](https://docs.google.com/document/d/1FQLpGxvHPW6X801HYYLPs5y8o943mmasQD3m9k_c0so/edit#).
- 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.
### 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).
- **SLA:** The monthly accounting issue should be completed and closed before the 7th of the month.
- The close date is tracked each month in [KPIs](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit).
- **When is the issue created?** We create and close the monthly accounting issue for the previous month within the first 7 days of the following month. For example, the monthly accounting issue to close out the month of January is created promptly in February and closed before the end of the day, Feb 7th. A convenient trick is to create the issue on the first Friday of the month and close it ASAP.
### Check finances for quirks
Every quarter, we check Quickbooks Online (QBO) for discrepancies and follow up on quirks.
- Check to make sure [bookkeeping quirks](https://docs.google.com/spreadsheets/d/1nuUPMZb1z_lrbaQEcgjnxppnYv_GWOTTo4FMqLOlsWg/edit?usp=sharing) are all accounted for and resolved or in progress toward resolution.
- Check balance sheet and profit and loss statements (P&Ls) in QBO against the [monthly workbooks](https://drive.google.com/drive/folders/1ben-xJgL5MlMJhIl2OeQpDjbk-pF6eJM) in Google Drive.
### Report quarterly numbers in Chronograph
Follow these steps to perform quarterly reporting for Fleet's investors:
- Login to Chronograph and upload our profit and loss statement (P&L), balance sheet and cash flow statements for CRV (all in one book saved in [Google Drive](https://drive.google.com/drive/folders/1ben-xJgL5MlMJhIl2OeQpDjbk-pF6eJM).
- Provide updated metrics for the following items using Fleet's [KPI spreadsheet](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit#gid=0).
- Headcount at end of the previous quarter.
- Starting ARR for the previous quarter.
- Total new ARR for the previous quarter.
- "Upsell ARR" (new ARR from expansions only- Chronograph defines "upsell" as price increases for any reason.
**- Fleet does not "upsell" anything; we deliver more value and customers enroll more hosts), downgrade ARR and churn ARR (if any) for the previous quarter.**
- Ending ARR for the previous quarter.
- Starting number of customers, churned customers, and the number of new customers Fleet gained during the previous quarter.
- Total amount of Fleet customers at the end of the previous quarter.
- Gross margin %
- How to calculate: (total revenue for the quarter - cost of goods sold for the quarter)/total revenue for the quarter (these metrics can be found in our books from Pilot). Chronograph will automatically conver this number to a %.
- Net dollar retention rate
- How to calculate: (starting ARR + new subscriptions and expansions - churn)/starting ARR.
- Cash burn
- How to calculate: (start of quarter runway - end of quarter runway)/3.
### Grant equity
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
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/).
> Fleet's [equity plan](https://docs.google.com/spreadsheets/d/1_GJlqnWWIQBiZFOoyl9YbTr72bg5qdSSp4O3kuKm1Jc/edit#gid=0) is the source of truth, not Carta. Neither are pro formas sent in an email attachment, even if they come from lawyers.
>
> Anyone can make mistakes, and none of us are perfect. Even when we triple check. Small mistakes in share counts can be hard to attribute, and can cause headaches and eat up nights of our CEO's and operations team's time. If you notice what might be a discrepancy between the equity plan and any other secondary source of information, please speak up and let Fleet's CEO know ASAP. Even if you're wrong, your note will be appreciated.
### Deliver annual report for venture line
Within 60 days of the end of the year, follow these steps:
- Provide Silicon Valley Bank (SVB) with our balance sheet and profit and loss statement (P&L, sometimes called a cashflow statement) for the past twelve months.
- Provide SVB with our annual operating budgets and projections (on a quarterly basis) for the coming year.
- Deliver this as early as possible in case they have questions.
## Rituals
The following table lists this group's rituals, frequency, and Directly Responsible Individual (DRI).
The following table lists this department's rituals, frequency, and Directly Responsible Individual (DRI).
| Ritual | Frequency | Description | [DRI](https://fleetdm.com/handbook/company/why-this-way#why-group-slack-channels) |
> TODO: Verify each of these points to the correct link above. Then extrapolate into rituals.yml. (See CEO handbook page for an example.)
| Ritual | Frequency | Description | DRI |
|:-----------------------------|:-----------------------------|:----------------------------------------------------|-------------------|
| Key review | every three weeks | Every release cycle, a key review deck is prepared and presented. | Head of Business Operations |
| Informing managers about hours worked | Weekly | See [Informing managers about hours worked"](https://fleetdm.com/handbook/business-operations#informing-managers-about-hours-worked). | Head of Business Operations |
@ -33,7 +220,7 @@ The following table lists this group's rituals, frequency, and Directly Responsi
<!--
Note: These are out of date, but retained for future reference:
Note: These are out of date, but retained for future reference. TODO: Deal with them and delete them
| Weekly update reminder | Weekly | Early Friday mornings (US time), a Slack bot posts in the `#g-e` channel reminding directly responsible individuals for KPIs to add their metrics for the current week in ["KPIs"](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit) before the end of the day. | N/A |
| Access revalidation | Quarterly | Review critical access groups to make sure they contain only relevant people. | Mike McNeil |
@ -53,260 +240,6 @@ Note: These are out of date, but retained for future reference:
-->
## Slack channels
These groups maintain the following [Slack channels](https://fleetdm.com/handbook/company/why-this-way#why-group-slack-channels):
| Slack channel | [DRI](https://fleetdm.com/handbook/company/why-this-way#why-group-slack-channels) |
|:----------------------------------------|:--------------------------------------------------------------------|
| `#g-business-operations` | Joanne Stableford
| `#help-brex` | Nathan Holliday
| `#help-classified` _(¶¶)_ | Joanne Stableford
| `#help-onboarding` | Mike McNeil
| `#help-manage` | Mike McNeil
| `#help-open-core-ventures` _(¶¶)_ | Mike McNeil
| `#_security` | Zach Wasserman
## Finance Operations
### Taxes and compliance
From time to time, you may get notices in the mail from the IRS and/or state agencies regarding your company’s withholding and/or unemployment tax accounts. You can resolve many of these notices on your own by verifying and/or updating the settings in your Gusto account.
If the notice is regarding an upcoming change to your deposit schedule or unemployment tax rate, Mike McNeil will make the change in Gusto. Including:
- Update your unemployment tax rate.
- Update your federal deposit schedule.
- Update your state deposit schedule.
**Important** Agencies do not send notices to Gusto directly, so it’s important that you read and take action before any listed deadlines or effective dates of requested changes.
Notices you should report to Gusto.
If you can't resolve the notice on your own, are unsure what the notice is in reference to, or the tax notice has a missing payment or balance owed, follow the steps in the Report and upload a tax notice in Gusto.
In Gusto, click **How to review your notice** to help you understand what kind of notice you received and what additional action you can take to help speed up the time it takes to resolve the issue.
For more information about how Fleet and our accounting team work together, check out [Fleet - who does what](https://docs.google.com/spreadsheets/d/1FFOudmHmfVFIk-hdIWoPFsvMPmsjnRB8/edit#gid=829046836) (private doc).
#### State quarterly payroll and tax filings
Every quarter, payroll and tax filings are due for each state. Gusto can handle these automatically if Third-party authorization (TPA) is enabled. Each state is unique and Gusto has a library of [State registration and resources](https://support.gusto.com/hub/Employers-and-admins/Taxes-forms-and-compliance/State-registration-and-resources) available to review.
You will need to grant Third-party authorization (TPA) per state and this should be checked quarterly before the filing due dates to ensure that Gusto can file on time.
#### CorpNet state registration process
In CorpNet, select "place an order for an existing business" we’ll need to have Foreign Registration and Payroll Tax Registration done.
- You can have CorpNet do this by emailing the account rep "Subject: Fleet Device Management: State - Foreign Registration and Payroll Tax Registration" (this takes about two weeks).
- You can do this between you and CorpNet by selecting "Foreign Qualification," placing the order and emailing the confirmation to the rep for Payroll registration (this is a short turnaround).
- You can do this on your own by visiting the state's "Secretary of State" website and checking that the company name is available. To register online, you'll need the EIN, business address, information about the owners and their percentages, the first date of business, sales within the state, and the business type (usually get an email right away for approval ~24-48 hrs).
For more information, check out [Fleet - who does what](https://docs.google.com/spreadsheets/d/1FFOudmHmfVFIk-hdIWoPFsvMPmsjnRB8/edit?usp=sharing&ouid=102440584423243016963&rtpof=true&sd=true).
#### Informing managers about hours worked
Every Friday at 1:00pm CT, we gather hours worked for anyone who gets paid hourly by Fleet. This includes core team members and consultants, regardless of employment classification, and regardless whether inside or outside of the United States.
Here's how:
- For every hourly core team member in Gusto or Pilot.co, look up their manager ([who they report to](https://fleetdm.com/handbook/company#org-chart)).
- If any direct report is hourly in Pilot.co and does not submit their hours until the end of the month, still list them, but explain. (See example below.)
- [Consultants](https://fleetdm.com/handbook/business-operations#hiring) don't have a formal reporting structure or manager. Instead, send their hours worked to the CEO, no matter who the consultant is.
Then, send **the CEO** and **each manager** a direct message in Slack by copying and pasting the following template:
> Here are the hours worked by your direct reports since last Saturday at midnight (YYYY-MM-DD):
> - 🧑‍🚀 Alice Bobberson: 21.25
> - 🧑‍🚀 Charles David: 3.5
> - 🧑‍🚀 Philippe Timebender: (this person's hours will not be available until they invoice at the end of the month)
>
> And here are the hours worked by consultants:
> - 💁 Bombalurina: 0
> - 💁 Jennyanydots: 0
> - 💁 Skimbleshanks: 19
> - 💁 Grizabella: 0
>
> More info: https://fleetdm.com/handbook/business-operations#informing-managers-about-hours-worked
### Finance rituals
#### Payroll
Many of these processes are automated, but it's vital to check Gusto and Pilot manually for accuracy.
- Salaried fleeties are automated in Gusto and Pilot
- Hourly fleeties and consultants are a manual process in Gusto and Pilot.
| Unique payrolls | Action | DRI |
|:-----------------------------|:-----------------------------|:-----------------------------|
| Commissions and ramp | "Off-cycle" payroll | Nathan
| Sign-on bonus | "Bonus" payroll | Mike McNeil
| Performance bonus | "Bonus" payroll | Mike McNeil
| Accelerations (quarterly) | "Off-cycle" payroll | Nathan
Add the amount to be paid to the "Gross" line.
For Fleet's US contractors, running payroll is a manual process.
The steps for doing this are highlighted in this loom, TODO.
1. Time tools
2. Time tracking
3. Review hours
4. Adjust time frame to match current payroll period (the 27th through 26th of the month)
5. Sync hours
6. Run contractor payroll
##### Commission payroll
> TODO: bit more process here. Maybe revops is DRI of commission calculator, creates "2023-03 commission payroll", transfered to Nathan when it's time to run? SLA == payroll run by the 7th, with commission sheet 100% accurate.
- 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.
- Find detailed notes on this process in [Notes - Run commission payroll in Gusto](https://docs.google.com/document/d/1FQLpGxvHPW6X801HYYLPs5y8o943mmasQD3m9k_c0so/edit#).
- Contact Mike McNeil in Slack and let her know he 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.
#### Monthly rituals
##### 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).
###### SLA
The monthly accounting issue should be completed and closed before the 7th of the month.
The close date is tracked each month in [KPIs](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit).
###### When is the issue created?
We create and close the monthly accounting issue for the previous month within the first 7 days of the following month. For example, the monthly accounting issue to close out the month of January is created promptly in February and closed before the end of the day, Feb 7th.
A convenient trick is to create the issue on the first Friday of the month and close it ASAP.
##### Recurring expenses
Recurring monthly or annual expenses are tracked as recurring, non-personnel expenses in ["🧮 The Numbers"](https://docs.google.com/spreadsheets/d/1X-brkmUK7_Rgp7aq42drNcUg8ZipzEiS153uKZSabWc/edit#gid=2112277278) _(classified Google Sheet)_, along with their payment source. Reconciliation of recurring expenses happens monthly.
> Use this spreadsheet as the source of truth. Always make changes to it first before adding or removing a recurring expense. Only track significant expenses. (Other things besides amount can make a payment significant; like it being an individualized expense, for example.)
#### Quarterly rituals
##### Quarterly Quickbooks Online (QBO) check
- Check to make sure [bookkeeping quirks](https://docs.google.com/spreadsheets/d/1nuUPMZb1z_lrbaQEcgjnxppnYv_GWOTTo4FMqLOlsWg/edit?usp=sharing) are all accounted for and resolved or in progress toward resolution.
- Check balance sheet and profit and loss statements (P&Ls) in QBO against the [monthly workbooks](https://drive.google.com/drive/folders/1ben-xJgL5MlMJhIl2OeQpDjbk-pF6eJM) in Google Drive.
##### Quarterly investor reporting
- Login to Chronograph and upload our profit and loss statement (P&L), balance sheet and cash flow statements for CRV (all in one book saved in [Google Drive](https://drive.google.com/drive/folders/1ben-xJgL5MlMJhIl2OeQpDjbk-pF6eJM).
- Provide updated metrics for the following items using Fleet's [KPI spreadsheet](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit#gid=0).
- Headcount at end of the previous quarter.
- Starting ARR for the previous quarter.
- Total new ARR for the previous quarter.
- "Upsell ARR" (new ARR from expansions only- Chronograph defines "upsell" as price increases for any reason.
**- Fleet does not "upsell" anything; we deliver more value and customers enroll more hosts), downgrade ARR and churn ARR (if any) for the previous quarter.**
- Ending ARR for the previous quarter.
- Starting number of customers, churned customers, and the number of new customers Fleet gained during the previous quarter.
- Total amount of Fleet customers at the end of the previous quarter.
- Gross margin %
- How to calculate: (total revenue for the quarter - cost of goods sold for the quarter)/total revenue for the quarter (these metrics can be found in our books from Pilot). Chronograph will automatically conver this number to a %.
- Net dollar retention rate
- How to calculate: (starting ARR + new subscriptions and expansions - churn)/starting ARR.
- Cash burn
- How to calculate: (start of quarter runway - end of quarter runway)/3.
##### Equity grants
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
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/).
> Fleet's [equity plan](https://docs.google.com/spreadsheets/d/1_GJlqnWWIQBiZFOoyl9YbTr72bg5qdSSp4O3kuKm1Jc/edit#gid=0) is the source of truth, not Carta. Neither are pro formas sent in an email attachment, even if they come from lawyers.
>
> Anyone can make mistakes, and none of us are perfect. Even when we triple check. Small mistakes in share counts can be hard to attribute, and can cause headaches and eat up nights of our CEO's and operations team's time. If you notice what might be a discrepancy between the equity plan and any other secondary source of information, please speak up and let Fleet's CEO know ASAP. Even if you're wrong, your note will be appreciated.
#### Annual rituals
##### Annual reporting for capital credit line
- Within 60 days of the end of the year:
- Provide Silicon Valley Bank (SVB) with our balance sheet and profit and loss statement (P&L, sometimes called a cashflow statement) for the past twelve months.
- Provide SVB with our annual operating budgets and projections (on a quarterly basis) for the coming year.
- Deliver this as early as possible in case they have questions.
## Legal Operations
Please submit legal questions and requests to [Business Operations department](https://fleetdm.com/handbook/business-operations#intake).
> **Note:** Escalate first-of-its-kind agreements to the CEO. Mike will review business terms and consult with lawyers as necessary.
## IT Operations
## Tools we use
There are a number of tools that are used throughout Fleet. Some of these tools are used company-wide, while others are department-specific. You can see a list of those tools in ["Tools we use" (private Google doc)](https://docs.google.com/spreadsheets/d/170qjzvyGjmbFhwS4Mucotxnw_JvyAjYv4qpwBrS6Gl8/edit?usp=sharing).
### Role-specific licenses
Certain new team members, especially in go-to-market (GTM) roles, will need paid access to paid tools like Salesforce and LinkedIn Sales Navigator immediately on their first day with the company. Gong licenses that other departments need may [request them from BizOps](https://fleetdm.com/handbook/business-operations#intake) and we will make sure there is no license redundancy in that department. The table below can be used to determine which paid licenses they will need, based on their role:
| Role | Salesforce CRM | Salesforce "Inbox" | LinkedIn _(paid)_ | Gong _(paid)_ | Zoom _(paid)_ |
|:-----------------|:--|:---|:---|:---|:--|
| 🐋 AE | ✅ | ✅ | ✅ | ✅ | ✅
| 🐋 CSM | ✅ | ✅ | ❌ | ✅ | ✅
| 🐋 SA | ✅ | ✅ | ❌ | ❌ | ✅
| 🫧 SDR | ✅ | ✅ | ✅ | ❌ | ❌
| ⚗️ PM | ❌ | ❌ | ❌ | ✅ | ✅
| 🔦 CEO | ✅ | ✅ | ✅ | ✅ | ✅
| Other roles | ❌ | ❌ | ❌ | ❌ | ❌
> **Warning:** Do NOT buy LinkedIn Recruiter. AEs and SDRs should use their personal Brex card to purchase the monthly [Core Sales Navigator](https://business.linkedin.com/sales-solutions/compare-plans) plan. Fleet does not use a company wide Sales Navigator account. The goal of Sales Navigator is to access to profile views and data, not InMail. Fleet does not send InMail.
#### Salesforce
We consider Salesforce to be our Rolodex for customer information.
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.
#### Gong
Capturing video from meetings with customers, prospects, and community members outside the company is an important part of building world-class sales and customer success teams and is a widespread practice across the industry. At Fleet, we use Gong to capture Zoom meetings and share them company-wide. If a team member with a Gong license attends certain meetings, generally those with at least one person from outside of Fleet in attendance.
- While some Fleeties may have a Gong seat that is necessary in their work, the typical use case at Fleet is for employees on the company's sales, customer success, or customer support teams.
- You should be notified anytime you join a recorded call with an audio message announcing "this meeting is being recorded" or "recording in progress." To stop a recording, the host of the call can press "Stop."
- If the call has external participants and is recorded, this call is stored in Gong for future use.
To access a recording saved in Gong, visit [app.gong.io](https://app.gong.io) and sign in with SSO.
- Everyone at Fleet has access, whether they have a Gong seat or not, and you can explore and search through any uploaded call transcripts unless someone marks them as private (though the best practice would be not to record any calls you don't want to be captured).
If you ever make a mistake and need to delete something, you can delete the video in Gong or reach out to Nathan Holliday or Mike McNeil for help. They will delete it immediately without watching the video.
- Note that any recording stopped within 60 seconds of the start of the recording is not saved in Gong, and there will be no saved record of it.
Most folks at Fleet should see no difference in their meetings if they aren't interfacing with external parties.
Our goal in using Gong and recording calls is to capture insights from sales, customer, and community meetings and improve how we position and sell our product. We never intend to make anyone uncomfortable, and we hope you reach out to our DRI for Gong, Nathan Holliday, or Mike McNeil if you have questions or concerns.
#### Troubleshooting Gong
- In order to use Gong, the Zoom call must be hosted by someone with a Fleet email address.
- You cannot use Gong to record calls hosted by external parties.
- Cloud recording in Zoom has to be turned on and unlocked company wide for Gong to function properly, because of this, there is a chance that some Gong recordings may still save in Zoom's cloud storage even if they aren't uploaded into Gong.
- To counter this, Nathan Holliday will periodically delete all recordings found in Zoom's storage without viewing them.
>If you need help using Gong, please check out Gong Academy at [https://academy.gong.io/](https://academy.gong.io/).
##### Excluding calls from being recorded
For those with a Gong seat or scheduling a call with someone in attendance that has a Gong seat who does not wish for their Zoom call with an external party to record, make sure your calendar event title contains `[no shadows]`. You can also read the [complete list of exclusion rules](https://docs.google.com/document/d/1OOxLajvqf-on5I8viN7k6aCzqEWS2B24_mE47OefutE/edit?usp=sharing).
#### Zapier and DocuSign
We use Zapier to automate how completed DocuSign envelopes are formatted and stored. This process ensures we store signed documents in the correct folder and that filenames are formatted consistently.
When the final signature is added to an envelope in DocuSign, it is marked as completed and sent to Zapier, where it goes through these steps:
1. Zapier sends the following information about the DocuSign envelope to our Hydroplane webhook:
- **`emailSubject`** - The subject of the envelope sent by DocuSign. Our DocuSign templates are configured to format the email subject as `[type of document] for [signer's name]`.
- **`emailCsv`** - A comma-separated list of signers' email addresses.
2. The Hydroplane webhook matches the document type to the correct Google Drive folder, orders the list of signers, creates a timestamp, and sends that data back to Zapier as
- **`destinationFolderID`** - The slug for the Google Drive folder where we store this type of document.
- **`emailCsv`** - A sorted list of signers' email addresses.
- **`date`** - The date the document was completed in DocuSign, formatted YYYY-MM-DD.
3. Zapier uses this information to upload the file to the matched Google Drive folder, with the filename formatted as `[date] - [emailSubject] - [emailCvs].PDF`.
4. Once the file is uploaded, Zapier uses the Slack integration to post in the #peepops channel with the message:
```
Now complete with all signatures:
[email subject]
link: drive.google.com/[destinationFolderID]
```
#### Namecheap
Domain name registrations are handled through Namecheap. Access is managed via 1Password.
#### Vetty
Fleet team members with access to Fleet's infrastructure undergo a background check provided through [Vetty](https://vetty.co/). Only the most recent background checks appear on the home page of Vetty's dashboard. To access a complete list of background checks run in Vetty, scroll down to the bottom of the candidates page and click "View Historical".
@ -314,7 +247,59 @@ Fleet team members with access to Fleet's infrastructure undergo a background ch
#### Stubs
The following stubs are included only to make links backward compatible.
Please see 📖[handbook/company/communications](https://fleetdm.com/handbook/company/communications) for all sections below.
##### Open positions
Please see 📖[handbook/company#open-positions](https://fleetdm.com/handbook/company#open-positions) for a list of open job postings at Fleet.
##### Weekly updates
Please see 📖[handbook/ceo#weekly-updates](https://fleetdm.com/handbook/ceo#send-the-weekly-update)
##### Directly responsible individuals
Please see 📖[handbook/company/why-this-way#why-direct-responsibility](https://fleetdm.com/handbook/company/why-this-way#why-direct-responsibility) to learn more about DRIs.
##### Security
Please see [📖handbook/company/communications#security](https://fleetdm.com/handbook/company/communications#security).
##### Vendor questionnaires
Please see [📖handbook/company/communications#vendor-questionnaires](https://fleetdm.com/handbook/company/communications#vendor-questionnaires)
##### Getting a contract signed
Please see [📖handbook/company/communications#getting-a-contract-signed](https://fleetdm.com/handbook/company/communications#getting-a-contract-signed)
##### Getting a contract reviewed
Please see [📖handbook/company/communications#getting-a-contract-reviewed](https://fleetdm.com/handbook/company/communications#getting-a-contract-reviewed)
#### Zapier and DocuSign
Please see [📖handbook/ceo#zapier-and-docusign](https://fleetdm.com/handbook/ceo#zapier-and-docusign)
#### Gong
Please see [📖handbook/company/communications#gong](https://fleetdm.com/handbook/company/communications#gong).
#### Troubleshooting Gong
Please see [📖handbook/company/communications#troubleshooting-gong](https://fleetdm.com/handbook/company/communications#troubleshooting-gong).
##### Excluding calls from being recorded
Please see [📖handbook/company/communications#excluding-calls-from-being-recorted](https://fleetdm.com/handbook/company/communications#excluding-calls-from-being-recorted).
##### Salesforce
Please see [📖handbook/business-operations#add-a-seat-to-salesforce](https://fleetdm.com/handbook/business-operations#add-a-seat-to-salesforce).
##### Intake
##### Kanban
##### Legal Operations
##### IT Operations
##### Finance Operations
##### Taxes and compliance
##### State quarterly payroll and tax filings
##### CorpNet state registration process
##### Annual reporting for capital credit line
##### Equity grants
##### Finance rituals
##### Monthly rituals
##### Quarterly rituals
##### Informing managers about hours worked
##### Monthly accounting
Please see above on this page for the latest content for these topics within the new framework for departmental handbook pages.
##### Zoom
##### Slack
##### Email relays
@ -366,7 +351,6 @@ Please see 📖[handbook/company/communications](https://fleetdm.com/handbook/co
##### GitHub labels
Please see 📖[handbook/company/communications](https://fleetdm.com/handbook/company/communications) for all sections above.
Please see 📖[handbook/company/leadership](https://fleetdm.com/handbook/company/leadership) for all sections below.
##### Hiring
##### Consultants
##### Hiring a consultant
@ -396,26 +380,6 @@ Please see 📖[handbook/company/leadership](https://fleetdm.com/handbook/compan
##### Communicating departures
Please see 📖[handbook/company/leadership](https://fleetdm.com/handbook/company/leadership) for all sections above.
##### Open positions
Please see 📖[handbook/company#open-positions](https://fleetdm.com/handbook/company#open-positions) for a list of open job postings at Fleet.
##### Weekly updates
Please see 📖[handbook/ceo#weekly-updates](https://fleetdm.com/handbook/ceo#send-the-weekly-update)
##### Directly responsible individuals
Please see 📖[handbook/company/why-this-way#why-direct-responsibility](https://fleetdm.com/handbook/company/why-this-way#why-direct-responsibility) to learn more about DRIs.
##### Security
Please see [📖handbook/company/communications#security](https://fleetdm.com/handbook/company/communications#security).
##### Vendor questionnaires
Please see [📖handbook/company/communications#vendor-questionnaires](https://fleetdm.com/handbook/company/communications#vendor-questionnaires)
##### Getting a contract signed
Please see [📖handbook/company/communications#getting-a-contract-signed](https://fleetdm.com/handbook/company/communications#getting-a-contract-signed)
##### Getting a contract reviewed
Please see [📖handbook/company/communications#getting-a-contract-reviewed](https://fleetdm.com/handbook/company/communications#getting-a-contract-reviewed)
<meta name="maintainedBy" value="jostableford">

19
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@ -88,6 +88,25 @@ Openness is one of [Fleet's values](https://fleetdm.com/handbook/company#values)
"[Broken links and bugs](https://gist.github.com/mikermcneil/0ce44f6c4f803ff6b4f6), fleas, dance tights, [focus](https://kevin.burke.dev/kevin/dont-use-sails-or-waterline/), [running out of money](https://nathanleclaire.com/blog/2013/12/28/the-good-the-bad-and-the-ugly-of-sails-dot-js-realtime-javascript-mvc-framework/), etc."
-->
## Automated filing of signed documents
We use Zapier to automate how completed DocuSign envelopes are formatted and stored. This process ensures we store signed documents in the correct folder and that filenames are formatted consistently.
When the final signature is added to an envelope in DocuSign, it is marked as completed and sent to Zapier, where it goes through these steps:
1. Zapier sends the following information about the DocuSign envelope to our Hydroplane webhook:
- **`emailSubject`** - The subject of the envelope sent by DocuSign. Our DocuSign templates are configured to format the email subject as `[type of document] for [signer's name]`.
- **`emailCsv`** - A comma-separated list of signers' email addresses.
2. The Hydroplane webhook matches the document type to the correct Google Drive folder, orders the list of signers, creates a timestamp, and sends that data back to Zapier as
- **`destinationFolderID`** - The slug for the Google Drive folder where we store this type of document.
- **`emailCsv`** - A sorted list of signers' email addresses.
- **`date`** - The date the document was completed in DocuSign, formatted YYYY-MM-DD.
3. Zapier uses this information to upload the file to the matched Google Drive folder, with the filename formatted as `[date] - [emailSubject] - [emailCvs].PDF`.
4. Once the file is uploaded, Zapier uses the Slack integration to post in the #help-classified channel with the message:
```
Now complete with all signatures:
[email subject]
link: drive.google.com/[destinationFolderID]
```
## Responsibilities

35
handbook/company/communications.md
View File

@ -18,6 +18,29 @@ We use [Zoom](https://zoom.us) for virtual meetings at Fleet, and it is importan
By default, Zoom settings are the same for all Fleet team members, but you can change your personal settings on your [profile settings](https://zoom.us/profile/setting) page.
Settings that have a lock icon next to them have been locked by an administrator and cannot be changed. Zoom administrators can change settings for all team members on the [account settings page](https://zoom.us/account/setting) or for individual accounts on the [user management page](https://zoom.us/account/user#/).
## Recording meetings
Capturing video from meetings with customers, prospects, and community members outside the company is an important part of building world-class sales and customer success teams and is a widespread practice across the industry. At Fleet, we use Gong to capture Zoom meetings and share them company-wide. If a team member with a Gong license attends certain meetings, generally those with at least one person from outside of Fleet in attendance.
- While some Fleeties may have a Gong seat that is necessary in their work, the typical use case at Fleet is for employees on the company's sales, customer success, or customer support teams.
- You should be notified anytime you join a recorded call with an audio message announcing "this meeting is being recorded" or "recording in progress." To stop a recording, the host of the call can press "Stop."
- If the call has external participants and is recorded, this call is stored in Gong for future use.
To access a recording saved in Gong, visit [app.gong.io](https://app.gong.io) and sign in with SSO.
- Everyone at Fleet has access, whether they have a Gong seat or not, and you can explore and search through any uploaded call transcripts unless someone marks them as private (though the best practice would be not to record any calls you don't want to be captured).
If you ever make a mistake and need to delete something, you can delete the video in Gong or reach out to Nathan Holliday or Mike McNeil for help. They will delete it immediately without watching the video.
- Note that any recording stopped within 60 seconds of the start of the recording is not saved in Gong, and there will be no saved record of it.
Most folks at Fleet should see no difference in their meetings if they aren't interfacing with external parties.
Our goal in using Gong and recording calls is to capture insights from sales, customer, and community meetings and improve how we position and sell our product. We never intend to make anyone uncomfortable, and we hope you reach out to our DRI for Gong, Nathan Holliday, or Mike McNeil if you have questions or concerns.
Here are some tips for troubleshooting Gong:
- In order to use Gong, the Zoom call must be hosted by someone with a Fleet email address.
- You cannot use Gong to record calls hosted by external parties.
- Cloud recording in Zoom has to be turned on and unlocked company wide for Gong to function properly, because of this, there is a chance that some Gong recordings may still save in Zoom's cloud storage even if they aren't uploaded into Gong.
- To counter this, Nathan Holliday will periodically delete all recordings found in Zoom's storage without viewing them.
- If you need help using Gong, please check out [Gong Academy](https://academy.gong.io/).
### Excluding calls from being recorded
For those with a Gong seat or scheduling a call with someone in attendance that has a Gong seat who does not wish for their Zoom call with an external party to record, make sure your calendar event title contains `[no shadows]`. You can also read the [complete list of exclusion rules](https://docs.google.com/document/d/1OOxLajvqf-on5I8viN7k6aCzqEWS2B24_mE47OefutE/edit?usp=sharing).
## Slack
At Fleet, we do not send internal emails to each other. Instead, we prefer to use [Slack](https://www.linkedin.com/pulse/remote-work-how-set-boundaries-when-office-your-house-lora-vaughn/) to communicate with other folks who work at Fleet.
@ -93,16 +116,6 @@ It is also common practice to block out time for focused work.
To edit an event where someone else at Fleet is the organizer, you can first subscribe to their calendar in Google Calendar and then edit the event on their calendar. Your edits will automatically apply to all attendees.
This works because every Fleetie grants edit access to everyone else at Fleet as part of onboarding.
## Meeting types
TODO
### One on one meetings
TODO
#### Performance feedback
At Fleet, performance feedback is a continuous process. We give feedback (particularly negative) as soon as possible. Most feedback will happen during 1:1 meetings, if not sooner.
### All hands
Every month, Fleet holds a company-wide meeting called the "All hands".
@ -254,6 +267,8 @@ Fleet meets the relevant country's retirement contribution requirements for team
### Coworking
Your Brex card may be used for up to $500 USD per month in coworking costs. Please get prior approval by making a [custom request to the business operations team](https://fleetdm.com/handbook/business-operations#intake).
## Performance feedback
At Fleet, performance feedback is a continuous process. We give feedback (particularly negative) as soon as possible. Most feedback will happen during 1:1 meetings, if not sooner.
## Compensation
Compensation at Fleet is determined by benchmarking using [Pave](https://pave.com). Annual raises are not guaranteed, instead we ensure teammates are compensated fairly based on the role, experience, location, and performance relative to benchmarks.