Implement team yaml enhancements to include borrow, primary and secondary priority of engineering team members

Exec Summary

The challenge as it stands now, team.yml contains important information that is needed for R&D investments planning

  1. https://internal.gitlab.com/handbook/product/investment/ shows the ratio of engineers/PMs invested in each product area and is what our CProdO uses regularly
  2. https://about.gitlab.com/handbook/product/categories/ shows the assignment of R&D personnel
  3. Our requirements not only include borrow information but also 1st and 2nd work priorities assigned. There is still a need to maintain team.yml from R&D

I’d like to iterate in a way that we can leverage workday and still provide the missing information needed for our FY25 long range planning.

Current status 2023-08-16

Objective

The objective of this task is to update the "team yaml" file by including borrows and capturing per engineer first and second/partial assignments. This update requires the engineering manager or team lead's involvement.

  1. Update yaml file to including the following information for team members
    1. Borrow to which team (optional field)
    2. First assignment
    3. Second/partial assignment
    4. Assignments are controlled list, there will be a CI job that checks the validity of assignments to match a certain list
  2. Show the update information in the internal org chart and team page?
    1. https://comp-calculator.gitlab.net/org_chart
    2. https://about.gitlab.com/company/team/
  3. This will also keep our categories page up-to-date
    1. https://about.gitlab.com/handbook/product/categories

Alignment with Workday

It is helpful to call out that we are very supportive of aligning this enhancement with Workday. As I vocalised in the video recording. Key points:

  1. We want this enhancement to co-exist with workday
  2. We prefer that job title specialty is regular synced from workday to yaml
  3. We prefer that reporting structure is regular synced from workday to yaml
  4. Borrow will work on top of existing data from workday
  5. If needed we can help the people-ops team push changes in team yaml back to workday via API calls and scripts.

Overview video https://www.youtube.com/watch?v=8BboA-5ym_c

New yaml fields

borrow: 
  to: EM_NAME
  end_date: yyyy-mm-dd
work_priorities:
  -  
  - 

Mock

Handbook org chart HTML (rough draft)
Screenshot_2023-08-07_at_7.00.57_AM Screenshot_2023-08-07_at_7.01.04_AM

Plan

Iterations

Edited by Lin Jen-Shin