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Remove HOF position (#23815)
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Sampfluger88 authored Nov 14, 2024
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5 changes: 2 additions & 3 deletions handbook/company/communications.md
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Expand Up @@ -64,7 +64,7 @@ We track competitors' capabilities and adjacent (or commonly integrated) product
| Social media | <sup><sub>_See [🫧 Digital Marketing Manager](https://fleetdm.com/handbook/demand#team)_</sup></sub>
| Blog | <sup><sub>_See [🚀 Client Platform Engineer &amp; Community Advocate](https://fleetdm.com/handbook/engineering#team)_</sup></sub>
| Information technology (IT) | <sup><sub>_See [🚀 Client Platform Engineer &amp; Community Advocate](https://fleetdm.com/handbook/engineering#team)_</sup></sub>
| Payroll, bookkeeping, AR/AP | <sup><sub>_See [💸 Head of Finance](https://fleetdm.com/handbook/finance#team)_</sup></sub>
| Payroll, bookkeeping, AR/AP | <sup><sub>_See [💸 Finance Engineer](https://fleetdm.com/handbook/finance#team)_</sup></sub>
| Legal contracts | <sup><sub>_See [🌐 Digital Experience team](https://fleetdm.com/handbook/digital-experience#team)_</sup></sub>
| Customer renewals | <sup><sub>_See [🌦️ VP of Customer Success](https://fleetdm.com/handbook/customer-success#team)_</sup></sub>
| Customer deployments | <sup><sub>_See [🌦️ Infrastructure Engineer](https://fleetdm.com/handbook/customer-success#team)_ </sup></sub>
Expand All @@ -90,7 +90,6 @@ We track competitors' capabilities and adjacent (or commonly integrated) product
|:-----|-----------------:|------:|-------:|------:|------:|------:|----------:|
| CEO | ✅ Super admin | ✅ Primary workspace owner | ✅ Owner | ✅ Primary admin | ✅ Owner |✅ Owner | ✅ Owner |
| CTO | ❌ | ❌ | ✅ Owner | ❌ | ❌ | ✅ Admin | ❌ |
| Head of Finance | ❌ | ❌ | ❌ | ✅ Admin | ✅ Admin | ✅ Admin | ❌ |
| Finance Engineer | ❌ | ❌ | ❌ | ✅ Admin | ✅ Admin |✅ Admin | ❌ |
| Head of Digital Experience | ✅ Super admin | ✅ Owner | ✅ Owner| ✅ Admin | ❌ | ✅ Admin | ✅ Admin |
| Apprentice | ✅ Super admin| ✅ Owner | ✅ Owner | ✅ Admin | ❌ | ✅ Admin | ✅ Admin |
Expand Down Expand Up @@ -705,7 +704,7 @@ For recurring business expenses paid by credit card, there are four accounts pay
| Card title | Purpose | Card owner |
| ---------- |----------- | --------- |
| Business spend | Business tax, insurance, IT, SaaS, other | CEO |
| Individualized spend | Flowers, swag, and other internal gifting for Fleeties, coaching/training, coworking, and other large [individualized expenses](https://fleetdm.com/handbook/company/communications#individualized-expenses) | Head of Finance |
| Individualized spend | Flowers, swag, and other internal gifting for Fleeties, coaching/training, coworking, and other large [individualized expenses](https://fleetdm.com/handbook/company/communications#individualized-expenses) | Finance Engineer |
| Infrastructure spend | AWS and other production/cloud infrastructure related to hosting Fleet for customers or load testing customer scale | CTO |
| Marketing program spend | Ads, events, sponsorship, etc. | Head of Marketing |

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15 changes: 7 additions & 8 deletions handbook/finance/README.md
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Expand Up @@ -4,7 +4,6 @@ This handbook page details processes specific to working [with](#contact-us) and
## Team
| Role | Contributor(s) |
|:------------------------------|:-----------------------------------------------------------------------------------------------------------|
| Head of Finance | [Joanne Stableford](https://www.linkedin.com/in/joanne-stableford/) _([@jostableford](https://github.com/JoStableford))_
| Finance Engineer | [Isabell Reedy](https://www.linkedin.com/in/isabell-reedy-202aa3123/) _([@ireedy](https://github.com/ireedy))_


Expand All @@ -26,11 +25,11 @@ Many of these processes are automated, but it's vital to check Gusto and Plane m

| Payroll type | What to use | DRI |
|:-----------------------------|:-----------------------------|:-----------------------------|
| [Commissions and ramp](https://fleetdm.com/handbook/finance#run-us-commission-payroll) | "Off-cycle - Commission" payroll | Head of Finance
| Sign-on bonus | "Bonus" payroll | Head of Finance
| Performance bonus | "Bonus" payroll | Head of Finance
| Accelerations (quarterly) | "Off-cycle - Commission" payroll | Head of Finance
| [US contractor payroll](https://fleetdm.com/handbook/finance#run-payroll) | "Off-cycle" payroll | Head of Finance
| [Commissions and ramp](https://fleetdm.com/handbook/finance#run-us-commission-payroll) | "Off-cycle - Commission" payroll | Finance Engineer
| Sign-on bonus | "Bonus" payroll | Finance Engineer
| Performance bonus | "Bonus" payroll | Finance Engineer
| Accelerations (quarterly) | "Off-cycle - Commission" payroll | Finance Engineer
| [US contractor payroll](https://fleetdm.com/handbook/finance#run-payroll) | "Off-cycle" payroll | Finance Engineer

To complete payroll for a salaried US employee, use the following steps:
1. Log in to your admin [Gusto](https://app.gusto.com/login) account.
Expand Down Expand Up @@ -188,7 +187,7 @@ Use the following steps to update the [💸Finance department KPIs](https://docs

**SaaS metrics**:
- For "CAC", "CAC payback", "LTV" and "LTV:CAC" columns, drag the existing formula to this week's row.
> Note: the formula relies on inputs in other fields, so if those fields haven't received input yet, it will look odd. If formulas are still broken after inputs in the other columns are added, [create an issue on the Finance board](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-finance&projects=&template=custom-request.md) noting which columns are affected. Once created, @ mention Head of Finance in the issue to bring awareness.
> Note: the formula relies on inputs in other fields, so if those fields haven't received input yet, it will look odd. If formulas are still broken after inputs in the other columns are added, [create an issue on the Finance board](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-finance&projects=&template=custom-request.md) noting which columns are affected. Once created, @ mention Finance Engineer in the issue to bring awareness.
- For "Average customer age", pull the age in days from the [Salesforce "Account age" report](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG0000012jwX2AQ/view), then convert to months by dividing the age in days by 30.417. Put the calculated number into the cell. This metric changes gradually up each week when no new deals close and no customer churns. Because we calculate the age of the customer based on the average lifetime deal length, expected behavior is that it will decrease when a new deal closes, but not drastically (as even a 1-year deal will still add 12 months to the average age).

Expand Down Expand Up @@ -418,5 +417,5 @@ Please see [handbook/engineering#book-an-event](https://www.fleetdm.com/handbook
Please see [handbook/engineering#order-swag](https://www.fleetdm.com/handbook/engineering#order-swag)


<meta name="maintainedBy" value="jostableford">
<meta name="maintainedBy" value="ireedy">
<meta name="title" value="💸 Finance">
26 changes: 16 additions & 10 deletions handbook/finance/finance.rituals.yml
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Expand Up @@ -34,7 +34,7 @@
frequency: "Triweekly"
description: "Prepare for this sprint's Key review meeting."
moreInfoUrl: "https://fleetdm.com/handbook/company/leadership#key-reviews"
dri: "jostableford"
dri: "ireedy"
autoIssue:
labels: [ "#g-finance" ]
repo: "confidential"
Expand All @@ -44,7 +44,7 @@
frequency: "Triweekly" # must be supported by https://github.com/fleetdm/fleet/blob/dbbb501358e226fa3fdf48865175efe3334c826c/website/scripts/build-static-content.js
description: "Using your departmental kanban board, prioritize and finalize next sprint's goals for your team by draging the appropriate issues to the top of the 'Not yet' column." # example of a longer thing: description: "[Prioritizing next sprint](https://fleetdm.com/handbook/digital-experiencemunication)"
moreInfoUrl: "https://fleetdm.com/handbook/company/why-this-way#why-make-work-visible" #URL used to highlight "description:" test in table
dri: "jostableford" # DRI for ritual (assignee if autoIssue) (TODO display GitHub proflie pic instead of name or title)
dri: "ireedy" # DRI for ritual (assignee if autoIssue) (TODO display GitHub proflie pic instead of name or title)
autoIssue: # Enables automation of GitHub issues
labels: [ "#g-finance" ] # label to be applied to issue
repo: "confidential" # The GitHub repo that issues will be created in
Expand All @@ -54,7 +54,7 @@
frequency: "Monthly"
description: "Each month, update the inputs in “The numbers” spreadsheet to reflect the actuals for recurring non-personnel spend, and identify any unexpected increase or decrease in spend."
moreInfoUrl: "https://fleetdm.com/handbook/finance#reconcile-monthly-recurring-expenses"
dri: "jostableford"
dri: "ireedy"
autoIssue:
labels: [ "#g-finance" ]
repo: "confidential"
Expand All @@ -74,7 +74,7 @@
frequency: "Monthly"
description: "Verify auto-populated payroll for all full time employees is accurate, and approve for processing."
moreInfoUrl: "https://fleetdm.com/handbook/finance#run-payroll"
dri: "jostableford"
dri: "ireedy"
autoIssue:
labels: [ "#g-finance" ]
repo: "confidential"
Expand All @@ -94,7 +94,7 @@
frequency: "Monthly"
description: "Manually process US contractor payroll by verifying and syncing time contractor worked, then processing payment."
moreInfoUrl: "https://fleetdm.com/handbook/finance#run-us-contractor-payroll"
dri: "jostableford"
dri: "ireedy"
autoIssue:
labels: [ "#g-finance" ]
repo: "confidential"
Expand All @@ -104,7 +104,7 @@
frequency: "Monthly"
description: "Verify closed-won deal amounts, use commission calculators to determine commissions owed, and process payroll."
moreInfoUrl: "https://fleetdm.com/handbook/finance#run-us-commission-payroll"
dri: "jostableford"
dri: "ireedy"
autoIssue:
labels: [ "#g-finance" ]
repo: "confidential"
Expand All @@ -114,7 +114,7 @@
frequency: "Quarterly"
description: "Verify completion of any objective or outcome based bonus plans, and process payroll."
moreInfoUrl: "https://fleetdm.com/handbook/finance#run-us-commission-payroll" # TODO update linked process and add a new process that captures MBO payment
dri: "jostableford"
dri: "ireedy"
-
task: "Review state filings for the previous quarter"
startedOn: "2024-07-19"
Expand All @@ -135,18 +135,24 @@
frequency: "Quarterly"
description: "Every quarter, we check Quickbooks Online (QBO) for discrepancies and follow up with accounting providers for any quirks found."
moreInfoUrl: "https://fleetdm.com/handbook/finance#check-finances-for-quirks"
dri: "jostableford"
dri: "ireedy"
-
task: "Deliver annual report for venture line"
startedOn: "2024-12-01"
frequency: "Annually"
description: "Within 60 days of the new year, provide financial statements to SVB, along with board-approved projections for the new year"
moreInfoUrl: "https://fleetdm.com/handbook/finance#deliver-annual-report-for-venture-line"
dri: "jostableford"
dri: "ireedy"
autoIssue:
labels: [ "#g-finance" ]
repo: "confidential"
-
task: "Tax preparation" # TODO tie this to a responsibility
startedOn: "2024-02-01"
frequency: "Annually"
description: "Provide information to tax team with Deloitte and assist with filing and paying state and federal returns"
moreInfoUrl:
dri: "jostableford"
dri: "ireedy"
autoIssue:
labels: [ "#g-finance" ]
repo: "confidential"
1 change: 0 additions & 1 deletion website/api/controllers/webhooks/receive-from-github.js
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Expand Up @@ -73,7 +73,6 @@ module.exports = {
'rfairburn',
'zayhanlon',
'alexmitchelliii',
'jostableford',
'sampfluger88',
'ireedy',
'mostlikelee',
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