The one thing you should NOT do when receiving an email from an unknown sender.
What is download attachments or click on links?
These floating holidays can be used for any day that's personally significant to you, but don't confuse them with vacation days - they don't roll over, don't get paid out, and shouldn't be tracked as vacation days.
What are DE&I days?
These platforms with dedicated help and customer services functions are your first stop for any questions about benefits like health insurance or pension/401(k)
What are TriNet and Deel?
In this lucky circumstance, the correct procedure for getting reimbursed is to determine the price of the work trip on its own and attach that to your expense report along with the actual costs incurred.
Runs project profitability reports
What is RocketLane?
Example: Christina texts you directly saying "Good morning, I'm in a meeting right now, but I need you to do a short but urgent task for me. Thank you, Christina Leijonhufvud"
What is fraud, phishing, or a scam?
This often-requested document is no longer distributed annually and can now be found exclusively on TriNet for US-based team and Deel for UK-based team.
What is the holiday list?
In the US, you will need one of these to make changes to your benefits enrollment outside of annual open enrollment.
What is a qualifying life event?
These are the two categories of expenses that you can typically use when traveling for work purposes.
What are travel and meals & entertainment?
Your go-to for answering questions about how to classify expenses in your expense report.
Who is Sarah Chung?
Faithfully using this product will mean you never again have to reach out to Daniel to reset your password because you keep getting an incorrect login message.
What is Dashlane?
Name at least five of the 8+ types of paid leave / PTO that BlueMark offers.
Vacation/annual leave, public holidays, DEI days, parental leave, sick leave, bereavement leave, compassionate leave, winter office closure.
This person will be able to tell you whether your proposed use of your professional development stipend will be approved or not.
Who is your manager?
These steps describe the process you follow to get a vendor invoice paid by accounting.
What are 1) send the invoice to accounting@bluemark.co, cc'ing the manager tasked with approving; and 2) making sure the manager has the information needed to approve. Accounting processes for payment after receiving manager approval.
Your first stop for any technical issues with TriNet or Deel
What are the TriNet and Deel help/customer service chats?
The instructions you always follow after downloading client documents onto your hard drive.
What is delete all client documents ASAP after downloading?
1) Ask your manager/direct supervisor; 2) enter in Rocketlane; 3) Add to your own calendar and the Tideline general calendar; 4) enter in T-Sheets (soon to be TriNet) or Deel.
What are all of the steps to properly request and record vacation/annual leave days?
The wellness stipend IS an example of this, but the professional development stipend is NOT.
What is a taxable fringe benefit?
You can always find this key policy linked in the monthly email from accounting, and it's also searchable on google drive.
What (or where!) is the expense reimbursement policy, including the policy on travel expenses?
You should go to this person to report any sensitive or confidential matters.
You are out and about town on a weekend, and your device gets stolen. This is the next immediate step.
Contact Daniel immediately and change all my logins on another device.
What is losing vacation days?
A few examples of this include medical message, yoga classes, meditation apps, and gym memberships.
What are expenses covered by the wellness stipend?
This is the deadline by which all of your expenses for the prior month must be submitted via Expensify.
What is month-end close?
This is the place to go for all of your miscellaneous ops-related questions, policy confusion, suggestions, or other non-sensitive ops needs!
What is the ops form?