Re: CSM & CGM Hours Baseline Adjustments Changes in the future.
- From
- Jessica Thomas <jessica.thomas@thekey.com>
- To
- Jennifer Geist <jennifer.geist@thekey.com>
- CC
- Robert Valliant <bob.valliant@thekey.com>, BethAnn Rosario <bethann.rosario@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Timothy Thomas <tt@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Michele Boehmer <mboehmer@thekey.com>, Emily Kraeter <emily.kraeter@thekey.com>, Erica Ornelas <erica.ornelas@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>, John Champagne <john.champagne@thekey.com>, Geoff Dion <geoffrey.dion@thekey.com>
- Date
- Thu, 19 Feb 2026 09:04:48 -0800
- Folder
- INBOX
--000000000000eae0c8064b304dd8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Bob, Before the end of the month, will there be workbooks distributed, similar to how we saw them just recently for us to review? On Thu, Feb 19, 2026 at 7:10=E2=80=AFAM Jennifer Geist wrote: > Received and understood. > > On Thu, Feb 19, 2026 at 6:52=E2=80=AFAM Robert Valliant > wrote: > >> Hi RDOs: >> >> Given the need for future Hours Baseline Adjustments (for situations suc= h >> as new hires or client reassignments to balance workloads) for incentive >> plan calculations, we need a simple process to ensure incentive dashboar= ds >> can be updated in a timely manner. >> >> Accordingly, I recommend the following plan: >> >> - RDOs email to me applicable Baseline Hours changes to me by the >> last day of the month, effective the 1st day of the following month. >> Please include the reason for the change. >> - I will compile the changes and send them to D & A within the first >> few days of themonth. >> - D & A will then upload the changes to the dashboards. >> >> Thanks and please let me know if you have any questions. >> >> Bob >> > --=20 *Jessica Thomas * Sr. Regional Director, Northern California| TheKey Mobile: 925.639.9290 --000000000000eae0c8064b304dd8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Bob, Before the end of the month, will there= be workbooks=C2=A0distributed, similar to how we saw them just recently fo= r us to review?=C2=A0 On Thu, Feb 19, 2026 at 7:= 10=E2=80=AFAM Jennifer Geist < jennifer.geist@thekey.com > wrote: Received and understood. On Thu, Feb 1= 9, 2026 at 6:52=E2=80=AFAM Robert Valliant < bob.valliant@thekey.com > wrote: = Hi= RDOs: Given the need for future Hours Baseline Adjustme= nts (for situations such as=C2=A0new hires or client reassignments to balan= ce workloads) for incentive plan calculations, we need a simple process to = ensure incentive dashboards can be updated in a timely manner. Accordingly, I recommend the following plan: RDOs email to me applicable Baseline Hours changes to me by the last day o= f the month, effective the 1st day of the following month.=C2=A0 Please inc= lude the reason for the change. I will compile the changes and send= them to D & A within the first few days of themonth.=C2=A0=C2=A0 D & A will then upload the changes to the=C2=A0dashboards. = Thanks and please let me know if you have any questions. Bob -- Jessica Thomas = = Sr. Regional= Director, Northern California| TheKey Mobile: 925.639.9290 <img src=3D"https= ://lh7-rt.googleusercontent.
Thread (3)
- Re: CSM & CGM Hours Baseline Adjustments Changes in the future.Thu, 19 Feb 2026 07:10:47 -0800
Jennifer Geist
- Re: CSM & CGM Hours Baseline Adjustments Changes in the future.Thu, 19 Feb 2026 09:49:06 -0800
Emily Kraeter
- Re: CSM & CGM Hours Baseline Adjustments Changes in the future.Thu, 19 Feb 2026 13:32:43 -0500
Robert Valliant