Re: CSM / CGM Incentive Plan Billable Hours Goals - Final Scrub Before Distribution via DocuSign

From
Kimberly Guerci <kguerci@thekey.com>
To
Beth Ann Rosario <bethann.rosario@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 16 May 2024 09:10:39 -0400
Folder
INBOX
--000000000000cd754f061891f682 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Also, in the folder they sent us, there are no recruiter goals which I believe someone brought up already. Are we adding these or will the comp team put the numbers in from the sheet we completed? Yes, it has been so much fun doing this. On Thu, May 16, 2024 at 9:08=E2=80=AFAM Beth Ann Rosario wrote: > Jenny Demura June submission: 15817 > June Clarke June submission: 6107 > Kaitlin Twomey June submission: 11,024 > > These people will not be hitting rev or hours because seasonality was not > considered when creating FL. I look forward to inevitably pivoting in 3 > weeks and completely redoing their incentive plans. It's been a joy to wo= rk > on this project for so long and can't wait to do it all again. > > > > > Beth Ann Rosario > *Senior Regional Director Southeast * > *919.899.5543* > [image: TheKey] > > > On Thu, May 16, 2024 at 8:31=E2=80=AFAM Kimberly Guerci > wrote: > >> I'm confused on what the ask is on some of these. The hours I submitted >> are on there and it says need to check but there is nothing by the comp >> team to compare it to. Everything I submitted is correct based on the C= C >> reports I ran. I updated the 2 who were missing information. >> >> >> https://docs.google.com/spreadsheets/d/1J9QBhLVTdKOs6uOlON0eUymDkbBk-oGd= /edit#gid=3D265236185 >> >> >> On Wed, May 15, 2024 at 6:47=E2=80=AFPM Audra Williams wrote: >> >>> Can you all take a look at this, please? >>> >>> Audra Williams >>> Director, Divisional Operations >>> (425) 757-7027 >>> TheKey.com >>> >>> >>> [image: TheKey] >>> >>> >>> ---------- Forwarded message --------- >>> From: Robert Valliant >>> Date: Wed, May 15, 2024 at 3:15=E2=80=AFPM >>> Subject: CSM / CGM Incentive Plan Billable Hours Goals - Final Scrub >>> Before Distribution via DocuSign >>> To: Audra Williams , Tiffany Silton >> tsilton@thekey.com>, Christopher Rafferty >> christopher.rafferty@thekey.com>, Beth Haight >> elizabeth.haight@thekey.com> >>> >>> >>> Hi Audra and Tiffany: >>> >>> The attachment is the comparison of the original field submission vs th= e >>> Comp team's calculations. We have filtered on employees where we have = a >>> significant disconnect between the Comp team calculations and the origi= nal >>> field submission. >>> >>> Note: *Most of the West Division Goals for April and June just needed >>> to be reduced by 3% from the original field submission considering that= * April >>> and June have 30 days vs 31 for our March baseline and May. The Comp t= eam >>> made those adjustments, so no further action is necessary. >>> >>> We need your help in confirming the Goals for those highlighted in the >>> attached that Chad & Melissa approve to use in Plan Documents, and then= we >>> will prepare those for distribution. We have 85% to 90% of employee go= als >>> ready, so your help is much appreciated in working with the RDs on >>> confirming/determining the remaining Go

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