Table of Contents

Equal Opportunity Employer

Part and Sum is an Equal Opportunity Employer and pledges equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law. All employees share in the responsibility to promote and foster a favorable work environment. Discrimination of any kind is prohibited.

Revisions to Handbook

This employee handbook is our attempt to keep you informed of Company policies and procedures. The handbook is not a contract. The Company reserves the right to revise, add, or delete from this handbook as it determines to be in its best interest. When changes are made to the policies and guidelines contained herein, we will endeavor to communicate them in a timely fashion.

E-Verify

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

For more information on E-Verify, or if you believe that your employer has violated its E-Verify responsibilities, please contact DHS: 888-897-7781 or dhs.gov/e-verify

Right to Work Poster

Employment-At-Will + Probation Policy

Part and Sum is an “at-will” employer. This means that your employment with Part and Sum will not be  for any specified period of time. As a result, you are free to resign at any time, for any reason, and without notice to the company. Part and Sum will have a similar right and may terminate its employment relationship with you at any time, with or without notice and with or without cause. Only Part and Sum’s CEO has the authority to alter your at-will status or guarantee your employment for any specified period of time. Any such change shall be made only by a written agreement signed by you and the CEO.

This ”at will” policy supersedes any prior agreements or policies, whether written or oral, on this subject.

New Hire Probation Period

The probationary period is designed to assess the suitability of new employees for their roles within Part and Sum. During this period, both the new employee and the company have the opportunity to evaluate the employee’s performance, conduct, and overall compatibility with the organization's values and culture.

Duration

The probationary period for newly hired employees is 90 days unless otherwise specified in a written employment agreement. This period may be extended or shortened at the company’s discretion in exceptional cases.

Expectations

During the probationary period, employees are expected to:

• Meet or exceed the job performance standards, goals, and expectations established for their position and as outlined in their onboarding documentation.
• Adhere to all company policies, procedures, and guidelines, as outlined in the company’s employee policy handbook and any other relevant documents provided to employees from time to time.
• Demonstrate professionalism, teamwork, and commitment to the company’s values and culture.
• Attend and complete required training and orientation programs.

Health insurance benefits will be available to employees after the first of the month following their date of hire employment.

Evaluation and Feedback

Throughout the probationary period, employees will receive regular feedback and evaluations from a member of the leadership team. This feedback will include discussions of strengths, areas of opportunity, and recommendations for growth and development.

Extension or Completion

At the end of the probationary period, the employee’s performance and conduct will be evaluated. Based on the assessment employees can expect to be informed of successful completion, extension of the probation period, or termination of employment.

• Successful Completion: the employee met or exceeded performance standards and is deemed a good fit for the organization. Employees are eligible for all Benefits.
• Extension of Probation: additional time is needed for evaluation and improvement. The employee will receive clear goals and expectations for the extended period by way of a formal performance improvement plan.
• Termination: the employee’s performance, conduct, and/or overall fit within the organization does not meet the required standards.

Part and Sum reserves the right to terminate employment during or at the end of the probationary period.

At-Will Employment

The probationary period does not alter the at-will nature of your employment at Part and Sum. Employment remains “at-will” and either party can terminate the employment relationship at any time, with or without notice and with or without cause.

Confidentiality

Information related to the probationary period, including assessments, evaluations, and discussions, will be kept confidential between the employee and leadership team members to the extent permitted by law.

Our Mission

Together, we’re building the world’s best environment for curious, smart, and driven people who want to practice their craft of helping client teams and each other figure it out.

Our Values

💡 Nothing but Opportunity 🗣 Strong Opinions, Loosely Held 🥈 Win Best Supporting Actor 🧐 Embrace Curiosity 🔂 Tight Feedback Loops 🎢 Enjoy the Ride

(Original) Ethics and Values

Additional Resources

Part and Sum DEIBA Statement

Always.