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Update change a fleetie's job title #22561

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Oct 1, 2024
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Update change a fleetie's job title #22561

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Update change a fleetie's job title
Sampfluger88 Oct 1, 2024
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Update README.md
Sampfluger88 Oct 1, 2024
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6 changes: 5 additions & 1 deletion handbook/company/leadership.md
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Expand Up @@ -415,7 +415,11 @@ Although it's sad to see someone go, Fleet understands that not everything is me


## Changing someone's position
From time to time, someone's job title changes. To do this, reach out to [Digital Experience](https://fleetdm.com/handbook/digital-experience).

From time to time, someone's job title changes. Use the following steps to change someone's position:
1. Create Slack channel: Create a private "#YYYY-change-title-for-xxxxxx" Slack channel (where "xxxxxx" is the Fleetie's name and YYYY is the current year) for discussion and invite the CEO and Head of Digital Experience.
2. At-mention the Head of Digital Experience in the new channel with any context regarding the title change. Share any related documents with the Head of Digital Experience and the CEO.
3. After getting approval from the [Head of People](https://fleetdm.com/handbook/digital-experience#team), the Digital Experience team will take the necessary steps to [change the fleetie's job title](https://fleetdm.com/handbook/digital-experience#change-a-fleeties-job-title).

<img width="384" alt="image" src="https://github.com/fleetdm/fleet/assets/618009/1e59ac8f-26d8-4f2f-9ff4-2e303753c910">

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3 changes: 2 additions & 1 deletion handbook/digital-experience/README.md
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Expand Up @@ -91,7 +91,8 @@ When a Fleetie, consultant or advisor requests an update to their personnel deta

### Change a Fleetie's job title
When Digital Experience receives notification of a Fleetie's job title changing, follow these steps to ensure accurate recording of the change across our systems.
1. Update ["🧑‍🚀 Fleeties"](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0):
1. The Head of Digital Experience will bring the proposed title change to the next Roundup meeting with the CEO for approval. If the proposed change is rejected, the Head of Digital Experience will inform the requesting manager as to why.
1. If approved, update ["🧑‍🚀 Fleeties"](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0):
- 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.
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