Main handbook update list

[benhylau]

This is the list of current handbook updates found on the master branch

Legend: (U)PDATE / (K)EEP / (R)EMOVE

We should update this top post with current status of each, so once U/R items are fixed, check it.

Sections

About This Handbook

Hypha Worker Co-operative

• [x] About Us: K
  • [x] Press and Public Speaking: U (ask Andi)
• [x] Look and Feel: K
• [x] Mission, Vision and Values: K
• [x] Co-operative Principles: K
• [x] Bylaws: U (ben PR)
• [x] Board of Directors: K
• [x] Member-workers: U (Vincent to fix member count, 4 founding members + 3 )

  • Hypha has seven member-workers, or members, four of which are full members and three are probationary members. Members are expected to acknowledge the duties of their relationship with Hypha by signing the Membership Acknowledgement.

• [x] Compensation and Benefits: K
  • [x] Employee Salary Guide: U (await decision from WG)

Our Virtual Office

• [x] Onboarding: U (Vincent separate out the pages)
  • [x] Bulletin Board: U (Lexa to review alongside workplace safety tickets in Ops)
  • [x] Our Virtual Office: U (Vincent ask for decison about Loomio and Service Inventory)
  • [x] Onboarding Checklist: U (make this Onboarding and Offboarding, Elon is working on Offboarding)
• [x] Coordination 🚧: U (get Lexa's opinion on using this as a "when to use which tool" relating to https://github.com/hyphacoop/organizing-private/issues/237)
  • [x] Primary Coordination: U (remove from "The following table" to end of table, "Primary Coordination" -> "GitHub")
  • [x] Making Decisions: R
  • [x] Real-time Chat: U
  • [x] Shared Calendar: U
  • [x] Signal: U (new section)
  • [x] Drive: U (new section)
• [x] #201
• [ ] Roles 🚧: U (Lexa) - https://github.com/hyphacoop/organizing-private/issues/247
• [x] Meetings: K
• [x] Working Open: K
• [ ] Finance: U (Ben to update with Finance)
  • [ ] Financial Accounts: U (TransferWise -> Wise, delete CAD 10,000, maybe change to CAD 100,000)
  • [ ] Invoicing Clients: U
    • [x] - delete the following

      • In cases where an invoice is not collected in time for payroll, or failed to be collected altogether, this is treated as a cost to the Co-operative and we strongly advocate that this not affect the timely payroll to the Member.

        In order to create invoices and to collect payments, there are three general steps that need to be performed in order.

    • [x] Generating Timesheets: R
    • [x] Generating Invoices: R
    • [x] Settling Payments: R
  • [ ] Member Payroll
    • [ ] Calculating Member Wages
    • [ ] Expense Reimbursement
    • [ ] Public Holiday Pay
  • [ ] Reporting & Remitting Taxes
    • [ ] Corporate Income Tax (RC)
    • [ ] Payroll Deduction (RP)
    • [ ] GST/HST (RT)
    • [ ] Holding crypto-currency
• [x] Fiscal Sponsorship: K
• [x] Holidays, Time off, and Leaves: U (Lexa)
• [x] Pet Policy: K
• [x] Novel Coronavirus (2019) : R

--

• [x] Guides 🚧: U (make every guide into a subpage)
  • [x] Calendar: U
  • [x] Email: U (see 180)
  • [x] Expense Reimbursement: K
  • [x] Hiring: R (remove onboarding)
  • [ ] Infrastructure - Virtual Machines
  • [ ] Infrastructure - Advanced Topics
  • [ ] Infrastructure - Initial Setup
  • [x] Invoices: U (ask @dasanchez and @YurkoWasHere to rewrite/ most of it is outdated)
  • [x] Issue Labels: K
  • [ ] Inactivating Membership: R (add inactivating membership to offboarding)
  • [x] Initiatives: U (see with Andi if we reorganize in a new location (add to each proper section instead of being in guides))
  • [ ] Meetings: U (location and content (probably to long..))
  • [x] Payroll: U (ask @dasanchez to rewrite)
  • [x] Reporting HST: K
  • [x] Sensitive Data: K
  • [x] Signatures: K Signing external documents: U (change HelloSign -> DropboxSign)
  • [x] Shortlinks: K
  • [x] Timesheets: R
  • [ ] Virtual Machines: U (ask @YurkoWasHere, about infra stuff being moved to another section)
  • [ ] Voicemail: U (ask @YurkoWasHere )
  • [ ] VPN: U (ask @YurkoWasHere )
  • [x] References: R from Content Index
• [x] Templates: K
• [x] How We Use Data: U
• [ ] Reading Pool: U (how do we integrate Roo/ link to Roo's sheet)
• [x] Glossary: U (Delete Clip)

[tripledoublev]

On the coordination page, I removed the Making Decisions section because it was outdated but I still believe the handbook would benefit from integrating such content. Commenting on this matter as a reminder to rewrite and reintegrate the decision making process.

[benhylau]

TODO

• @writerly03
  • Press and Public Speaking: U (ask Andi)
  • Think thru Initiatives page
  • Reading pool plans with @tripledoublev
• @benhylau
  • [x] Bylaws: U (ben PR)
  • [x] How We Use Data: U
• @LexaMichaelides
  • https://github.com/hyphacoop/organizing/issues/266
  • https://github.com/hyphacoop/organizing/issues/217
  • Lexa send reviewed version of technical offboard
• @tripledoublev
  • Our Virtual Office: U (Vincent ask for decison about Loomio and Service Inventory): drop Service Inv, keep Loomio

Notes

• section for onboarding
  • Lexa: above tickets re: workplace
• another section for offboarding
  • Lexa: digital accounts that need to be turned off for each offboard
• Coordination will wait for: https://github.com/hyphacoop/organizing-private/issues/237
• Initiatives page, link https://miro.com/app/board/uXjVPfDB5Eo=/ 🔒
• Roles: @LexaMichaelides @benhylau to discuss at next Ops meeting
• Reading Pool: U (how do we integrate Roo/ link to Roo's sheet): @writerly03 sort with @tripledoublev

[benhylau]

Sent PR for:

• https://github.com/hyphacoop/handbook/pull/198
• https://github.com/hyphacoop/handbook/pull/199

[benhylau]

@LexaMichaelides pls make sure these are incorporated into our onboarding documentation:

• https://handbook.hypha.coop/templates.html#tasks
• https://github.com/hyphacoop/organizing/issues/511 (@writerly03 where is this elaborate copy of the checklist from?)

[writerly03]

@benhylau pretty sure it's a mishmash from the handbook, old onboarding lists you put together (maybe to onboard me?)

[writerly03]

@tripledoublev I've updated the press page content. What workflow makes the most sense? The copy is here but I can update the file directly here? https://docs.google.com/document/d/1TNOgF49csF4iVGtPN2kz_8I0rLRH_TpM089I382xAsk/edit#heading=h.ke1769r49zw8

[tripledoublev]

@writerly03 The workflow is described on the handbook's README.md file. You can create a branch and then do a PR to the main branch. That being said, I wonder if for such small edits, we could simply edit the file directly.

1. Check that your local version of the main (master) branch is up to date. If not, you should pull recent changes from GitHub. On the command line you'll have to first use git checkout master and then git pull.
2. Create a new branch: select New branch (if using GitHub Desktop) and give it a title of whatever you're planning to work on e.g., roles-page-update. On the command line you can use git checkout -b your-branch-name.
3. Make your edits or changes using a text editor
4. If you're using the command line, you'll have to stage changes you want to commit. You can use git add file-name to do that.
5. Commit the change and write a summary message for that commit. If using the command line, you can use `git commit -m "your summary message"
6. Push the changes upstream to GitHub. With the command line you can use git push
7. Make a pull request to the master branch from your branch
8. Assign a co-worker to review the changes
9. Co-worker reviews and then accepts the pull request, and the update is made

[writerly03]

@tripledoublev Sorry, should have been more specific in my ask - I know the process to update the file itself. Just wondering if you wanted to do something different for all these little edits since we are all making so many. But I can follow the usual process. I don't find it very intuitive and it takes me a long time so I will likely wait until later in the week to start this part.

[writerly03]

Closed this issue, but it does tie in the work done on the handbook in April https://github.com/hyphacoop/organizing/issues/495

[benhylau]

Checked off the comp related items

[tripledoublev]

Checked off on/offboarding.

During this edit, I noticed a broken link for a guide on SSH Keys. It is not mentionned on the list here but was wondering if this is something we should add eventually.

[tripledoublev]

Closing this issue since our handbook has been through a complete rework since the creation of these tasks