An Opinionated Onboarding Setup for New Hires at Microsoft

Welcome to Microsoft! I’ve written this guide to reduce decision fatigue about what to do during onboarding. This information complements what you already receive during New Employee Orientation (NEO). As I get recurring questions from new hires, I’ll update this guide accordingly.

Some assumptions:

  • You work at Microsoft in Redmond or the Puget Sound area.
  • You will only invest in tax-sheltered accounts.
  • You have an emergency fund for 3-6 months of expenses in place (if not, prioritize building your emergency fund before investing).
  • You will pay for your day-to-day expenses almost entirely through bonuses and stock, redirecting much of your base salary to retirement.
  • You prefer a set-and-forget approach to managing your life instead of day-to-day management.

Initial Day-to-Day Life Setup

Rename your alias. Usually, you’ll need to change your automatically-generated alias (for example, tibari to tbarik, internal link). You’ll want to follow the Microsoft account naming conventions (“intuitive aliases”) , which basically means some combination of letters from your first and last name. The naming conventions aren’t strictly enforced (and Microsoft Research has an explicit exemption), but colleagues find it pretentious when people choose exotic aliases. Do this as early as possible.

Your canonical e-mail address is usually [email protected]. Although you can be e-mailed at your alias, the canonical e-mail address is what you should give to others outside Microsoft.

Machine setup. On the first day, you’ll need to reformat your workstation and laptop using PXE boot, through the corporate network. Don’t try to join the Microsoft domain using an OEM Windows installation. The exception is if your manager tells you that they already did this for you. Name your computers such that they contain your alias (for example, tbarik-ws).

Activate subscriptions. As a Microsoft employee, you have complementary access to some amazing learning resources, including PluralSight and O’Reilly Online Learning. You should also go ahead and activate your subscriptions to the New York Times, Wall Street Journal, and a few others (Microsoft Library, internal link).

Professional membership dues. For researchers (technically I think anyone can do this though), you should expense your ACM and IEEE membership fees. Microsoft’s digital library also includes access to the ACM and IEEE libaries, so don’t pay for those again.

Corporate American Express card. This card takes a while to receive, so go ahead and activate it early (internal link). You only need this card if you travel somewhat frequently.

Visual Studio Online. Login to Visual Studio Online with your Microsoft account and activate your $150 personal monthly credit. Do the same for Office.

Blind. You can finally join Blind (yay?), which has an anonymous community for Microsoft. Yes, Blind is toxic, but it’s sometimes the only way to get an unfiltered lens of the company. Use sparingly.

Outlook rules. You will receive far more e-mail that you can actually manage. I only have three types of simple Outlook rules. First, for each Discussion list, I create a separate rule and folder. Second, I create a priority rule such that any e-mail from my manager or above goes directly to my INBOX (which triggers notifications). Third, everything else goes to a folder called Quiet, which I only check periodically (notifications suppressed).

Personal use. This is a surprisingly common question, so I just looked it up directly: “You may use Microsoft devices, networks and systems for personal use if it does not interfere with your job responsibilities or negatively impact corporate resources.” A separate policy says no pornography or pirated software. There are certain workstations, called Secure Access Workstations (SAW), which have a much usage stricter policy.

Matching donations. Each year, Microsoft will match up to $15000 of your donations, dollar-for-dollar. You can setup recurring donations (deducted directly from payroll) towards your most important causes through the giving portal.

Financial

Here’s how I setup my finances, if you want to do the same. Consult a financial planner for your specific situation.

This section reads like a Fidelity advertisement, but that’s mostly because Microsoft offers their 401k, ESPP, and stock awards through Fidelity.

Fidelity 401K. You will fund your 401K through both pre-tax and after-tax dollars. The pre-tax contribution limit is $19000 with a 50% match by Microsoft ($9500, also in pre-tax dollars). You should also do after-tax contributions to $27000, and for this you will do a daily Roth in-plan conversion to minimize tax burden.

The maximum total payroll deduction allowed for all sources is 65% of gross income per pay period. Microsoft will stop contributing automatically once you hit the IRS limits. Here’s a reasonable allocation:

To reach these targets, you will rely on selling Microsoft stock and using your cash bonuses for day-to-day income. For at least the first part of the year, your actual paycheck will be relatively tiny, since a significant chunk of your paycheck is redirected towards retirement.

If you start later in the year, for example September, you may need to be even more aggressive: ramp up the pre-tax contributions all way to 65% until you reach the maximum Microsoft match, then swing back to 65% for after-tax. Depending on when you start, it may not be possible to reach the after-tax limit in the first year.

The target date funds offered in this plan are really good (0.06% expense ratio). Pick one of the BlackRock LifePath index funds (based on your expected retirement age, mine is BTC LP IDX 2050 N) and put 100% in that fund. If you want to do something more sophisticated, join Microsoft’s invclub.

Employee stock purchase plan (ESPP). The ESPP plan is through Fidelity NetBenefits. Set your ESPP contributions to 15%. Your discounted (10%) stock purchases are limited to $25000 per year (well, essentially). You will automatically be refunded if you overfund your ESPP plan.

Sell your Microsoft stock the day you receive it and use it for income. The reason is that you are already overleveraged in Microsoft just by virtue of working for them.

Backdoor Roth IRA. Your income will likely be too high to contribute to a Roth IRA directly. But you can do a rollover, which basically works like this: open a Traditional IRA and a Roth IRA, then put $6000 in your Traditional IRA. As soon as the funds settle, do a rollover from your Traditional IRA to your Roth IRA.

If you have a non-employed spouse and like them, they too should have a Traditional IRA and a Roth IRA. Repeat the process ($6000) for a total of $12000 a year. But note that the money becomes theirs (the “I” in IRA is “Individual”).

There are some hurdles if you already have pre-tax accounts, in which case you’ll have to shuffle some accounts around first.

I do Boggleheads-style investing for the Roth IRA, with the funds FZROX (0% expense ratio), FZILX (0% expense ratio), and FXNAX (0.025% expense ratio).

Fidelity supports a backdoor Roth IRA out of the box: just do a Transfer from the Traditional IRA account to the Roth IRA account.

Other Fidelity odds and ends. Open a Fidelity Cash Management Account (basically, it acts like a checking account) and use it as your primary account. Direct deposit your pay to this account. You’ll have access to your pay a day early if you use Fidelity. Fidelity also has a nice Rewards Visa Signature card, for which you would now be eligible. Setup extra login security with the Symantec VIP access app.

Annual stock awards and special stock awards. You have a choice of two brokers, Morgan Stanley or Fidelity. Pick Fidelity. Like ESPP, sell your stock the day you receive it and use it as income.

These are announced in September. If you join Microsoft after March 31st, you won’t be eligible for rewards or bonuses until next year’s cycle. You will be eligible for a prorated merit increase (basically, cost of living adjustment).

529 plan. If you still have income left over, consider a 529 plan.

Open Enrollment

Just a few more items left around open enrollment. For almost all of these, I think the defaults are okay.

ARAG. Microsoft offers a group legal service, ARAG, which has gotten me out of a few traffic violations already. You also get credit monitoring through ARAG.

Health insurance. Both health insurance plans are reasonable. The HSA works a bit better if you’re single and don’t expect to have any health issues, while the Kaiser Permanente plan works a bit better if you have a family and have a Kaiser Permanante hospital nearby.

FSA. If you pick the Kaiser Permanente plan, you can utilize an FSA. If you don’t know how much to contribute, set this to $500, and adjust the following year as needed.

Gym benefit. Once you decide, you won’t be able to change it until next open enrollment. I picked the Y, because it has multiple locations and includes childcare.

How should compilers explain problems to developers?

This week I presented the final part of my dissertation, How should compilers explain problems to developers?, at the Foundations of Software Engineering conference in Lake Buena Vista, Florida. This work is relevant to communities, such as Elm and Rust, that are invested in improving the usability of the error messages their tools produce.

The abstract of the paper follows:

Compilers primarily give feedback about problems to developers through the use of error messages. Unfortunately, developers routinely find these messages to be confusing and unhelpful. In this paper, we postulate that because error messages present poor explanations, theories of explanation—such as Toulmin’s model of argument—can be applied to improve their quality. To understand how compilers should present explanations to developers, we conducted a comparative evaluation with 68 professional software developers and an empirical study of compiler error messages found in Stack Overflow questions across seven different programming languages.

Our findings suggest that, given a pair of error messages, developers significantly prefer the error message that employs proper argument structure over a deficient argument structure when neither offers a resolution—but will accept a deficient argument structure if it provides a resolution to the problem. Human-authored explanations on Stack Overflow converge to one of the three argument structures: those that provide a resolution to the error, simple arguments, and extended arguments that provide additional evidence for the problem. Finally, we contribute three practical design principles to inform the design and evaluation of compiler error messages.

Microsoft in Redmond

I’m delighted to announce that as of today, I’ve started the next phase of my research career at Microsoft. I’ll be working with the PROSE team in a dual role: as a Researcher at the intersection of programming languages and human-computer interaction, and as a Research Software Engineer to improve developer experiences across Microsoft’s software development tools.

Software Engineering Research for the Post-apocalypse

Designing for Dystopia

I presented our short paper, Designing for Dystopia: Software Engineering Research for the Post-apocalypse, at the Visions and Reflections Track in Foundations of Software Engineering conference at Seattle, Washington.

The abstract of the paper follows:

Software engineering researchers have a tendency to be optimistic about the future. Though useful, optimism bias bolsters unrealistic expectations towards desirable outcomes. We argue that explicitly framing software engineering research through pessimistic futures, or dystopias, will mitigate optimism bias and engender more diverse and thought-provoking research directions. We demonstrate through three pop culture dystopias, Battlestar Galactica, Fallout 3, and Children of Men, how reflecting on dystopian scenarios provides research opportunities as well as implications, such as making research accessible to non-experts, that are relevant to our present.

Check it out before the world ends.

The Bones of the System: A Case Study of Logging and Telemetry at Microsoft

Our full paper, The Bones of the System: A Case Study of Logging and Telemetry at Microsoft, has been accepted to the International Conference on Software Engineering, Software Engineering in Practice Track (ICSE SEIP 2016). ICSE is hosted this year in Austin, Texas.

The abstract of the paper follows:

Large software organizations are transitioning to event data platforms as they culturally shift to better support data-driven decision making. This paper offers a case study at Microsoft during such a transition. Through qualitative interviews of 28 participants, and a quantitative survey of 1,823 respondents, we catalog a diverse set of activities that leverage event data sources, identify challenges in conducting these activities, and describe tensions that emerge in data-driven cultures as event data flow through these activities within the organization. We find that the use of event data span every job role in our interviews and survey, that different perspectives on event data create tensions between roles or teams, and that professionals report social and technical challenges across activities.

I am delighted to have been able to collaborate with Microsoft Research for this study. Thanks to Robert DeLine, Steven Drucker, and Danyel Fisher, the co-authors of the paper.

Challenges in Using Event Data

Challenges in Using Event Data

Timeful: My E-mail Policy

Due to increased demands on my time and the need to minimize distractions, I am posting an official policy on my use of e-mail.

This policy is effective 11/27/2015, and is available at:

http://go.barik.net/timeful

E-mails sent to my personal account or University account are now batched. This means that your e-mail will be intentionally delayed against one of the following time boundaries (all listed times are in Eastern time):

  • Monday through Friday: 9 AM, 1 PM, 3 PM, 7 PM. If you send an e-mail after 7 PM, I will receive your e-mail at 9 AM the following day.

  • Saturday and Sunday: 9 PM only. Weekends are reserved for time with my family.

If you need to contact me urgently, you may send me a text message at 251-454-1579.

EmailProductivityCurve-600px

Social Media Addendum

  • I check Facebook once a week, usually on Friday night.

I ♥ Hacker News

I Heart HN

Our short paper, I ♥ Hacker News: Expanding Qualitative Research Findings by Analyzing Social News Websites, has been accepted to the joint meeting of the European Software Engineering Conference and the ACM SIGSOFT Symposium on the Foundations of Software Engineering (ESEC/FSE 2015, New Ideas). ESEC/FSE is hosted this year in Bergamo, Italy.

The abstract of the paper follows:

Grounded theory is an important research method in empirical software engineering, but it is also time consuming, tedious, and complex. This makes it difficult for researchers to assess if threats, such as missing themes or sample bias, have inadvertently materialized. To better assess such threats, our new idea is that we can automatically extract knowledge from social news websites, such as Hacker News, to easily replicate existing grounded theory research — and then compare the results. We conduct a replication study on static analysis tool adoption using Hacker News. We confirm that even a basic replication and analysis using social news websites can offer additional insights to existing themes in studies, while also identifying new themes. For example, we identified that security was not a theme discovered in the original study on tool adoption. As a long-term vision, we consider techniques from the discipline of knowledge discovery to make this replication process more automatic.

Improving Error Notification Comprehension in IDEs by Supporting Developer Self-Explanations

Explanatory interface mockup, conceptualized in the Eclipse IDE.

My second graduate consortium submission, Improving Error Notification Comprehension in IDEs by Supporting Developer Self-Explanations, has been accepted to the IEEE Symposium on Visual Languages and Human-Centric Computing (VL/HCC) in Atlanta, Georgia. The abstract of the paper follows:

Despite the advanced static analysis techniques available to compilers, error notifications as presented by modern IDEs remain perplexing for developers to resolve. My thesis postulates that tools fail to adequately support self-explanation, a core metacognitive process necessary to comprehend notifications. The contribution of my work will bridge the gap between the presentation of tools and interpretation by developers by enabling IDEs to present the information they compute in a way that supports developer self-explanation.

You can compare this submission with my prior VL/HCC Graduate Consortium.

Fuse: A Reproducible, Extendable, Internet-scale Corpus of Spreadsheets

Fuse Distribution

Our paper, Fuse: A Reproducible, Extendable, Internet-scale Corpus of Spreadsheets, has been accepted to the 12th Working Conference on Mining Software Repositories.

Fuse is obtained by filtering through 1.9 petabytes of raw data from Common Crawl, using Amazon Web Services. See our Fuse Spreadsheet Corpus project page for details on obtaining the spreadsheets and using the spreadsheet metadata.

The abstract of the paper follows:

Spreadsheets are perhaps the most ubiquitous form of end-user programming software. This paper describes a corpus, called Fuse, containing 2,127,284 URLs that return spreadsheets (and their HTTP server responses), and 249,376 unique spreadsheets, contained within a public web archive of over 26.83 billion pages. Obtained using nearly 60,000 hours of computation, the resulting corpus exhibits several useful properties over prior spreadsheet corpora, including reproducibility and extendability. Our corpus is unencumbered by any license agreements, available to all, and intended for wide usage by end-user software engineering researchers. In this paper, we detail the data and the spreadsheet extraction process, describe the data schema, and discuss the trade-offs of Fuse with other corpora.

Microsoft Research Internship

Microsoft Research

I’m happy to announce that I’ve accepted an offer to intern at Microsoft Research this summer, from June 1 through August 21, in Redmond, Washington. I’ll be working under the direction of Rob DeLine, Principal Researcher and Group Manager of Human Interactions in Programming (HIP).

Human Interactions in Programming HIP works at the intersection of HCI, CSCW, and Software Engineering. The group uses a human-centered approach to develop tools to support software engineers and teams.