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Handbook: Add "Retire a KPI" (#38689)

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Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
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Isabell Reedy
2026-01-23 16:00:26 -06:00
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co-authored by Sam Pfluger
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@@ -299,6 +299,17 @@ Once notified, People takes the following steps:
6. Follow the offboarding issue for next steps, including communicating to teammates and updating equity plan.
### Retire a KPI
The ["🗓️ KPIs" (confidential)](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit?gid=0#gid=0) sheet feeds data into the ["🪴🌧️🦉 Investor updates" (confidential)](https://docs.google.com/spreadsheets/d/10T7Q9iuHA4vpfV7qZCm6oMd5U1bLftBSobYD0RR8RkM/edit?gid=0#gid=0) sheet. Because of this linkage, retiring a KPI requires updating both sheets to avoid broken references or incorrect reporting. To retire a KPI, the Head of People will:
1. Move the KPI to the retired section of the "🗓️ KPIs" sheet.
2. Validate that each column in "🪴🌧️🦉 Investor updates" still reflects the correct data.
3. If retiring the KPI caused column positions to change:
- Locate the new column position in the "🗓️ KPIs".
- Update the relevant cell in row 2 of the "🪴🌧️🦉 Investor updates" with the new column location.
4. Scan "🪴🌧️🦉 Investor updates" to confirm all metrics are populating as expected and no data is missing or misaligned.
### Review Fleet's US company benefits
Annually, around mid-year, Fleet will be prompted by Gusto to review company benefits. The goal is to keep changes minimal. Follow these steps: