Re: CSM & CGM Hours Baseline Adjustments Changes in the future.

--0000000000004009be064b32da58 Content-Type: multipart/alternative; boundary="0000000000004009bd064b32da57" --0000000000004009bd064b32da57 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Bob and RDs, We should be able to update baselines within 2 working days of their finalization each month. Regarding the question above on how to communicate the baselines. In general, they will not be changing unless an RD requests the change, but to get a full list, it might just be easiest to look at the dashboard. Below is a screenshot filtered for the Bay Area during February (the most recent month). You can see the baseline in the red box I highlighted. It seems like this is pretty easy to review. You can easily export the data to an Excel or Google Sheet. If we want to handle this another way, I'm open to other options. [image: image.png] Donny VP, Data and Analytics *225.916.9227 * On Thu, Feb 19, 2026 at 12:32=E2=80=AFPM Robert Valliant wrote: > Hi Jessica: > > I am glad you asked this question, because we now have 2 options for you > and your teams to verify we have all participant information correct befo= re > mid-month payout calculations: > > 1. We can continue sending you all Excel files with the data for > verification, OR > 2. You can download data directly from the Dashboards to verify the > correct participants, and check for any baselines that need to be upda= ted, > added, etc. > > I recommend option 2 because it provides a more complete picture of the > data used for payout calculations. And, you will no doubt be reviewing t= he > dashboard throughout the month anyway. > > Donny, John, and Geoff: On an ongoing basis, what is the timing > for adding new hires and others new to the role in the dashboard? For > terminations, I initially thought Terms should be removed, but we *should > keep them on the *dashboard because their payment eligibility depends on > the termination circumstances. > > RDOs: What are your thoughts on the 2 options above? > > Thanks, > > Bob > > > > On Thu, Feb 19, 2026 at 12:04=E2=80=AFPM Jessica Thomas > wrote: > >> Thank you Bob, >> Before the end of the month, will there be workbooks distributed, simila= r >> 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 >>>> such as new hires or client reassignments to balance workloads) for >>>> incentive plan calculations, we need a simple process to ensure incent= ive >>>> 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 of the month, effective the 1st day of the following month= . >>>> Please include the reason for the change.