--0000000000006ba356064b31886a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 before 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 update= d, 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 the 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, 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 >>> such as new hires or client reassignments to balance workloads) for >>> incentive plan calculations, we need a simple process to ensure incenti= ve >>> 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. >>> - 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 >>> >> > > -- > > *Jessica Thomas * > > Sr. Regional Director, Northern California| TheKey > > Mobile: 925.639.9290 > > > > --0000000000006ba356064b31886a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Jessica: I am glad you as= ked this question, because=C2=A0we now have 2 options for you and your team= s to verify=C2=A0we have all participant information correct before mid-mon= th payout calculations: We can continue sending you all E= xcel files with the data for verification, OR You can download data= directly from the Dashboards to verify the correct participants, and check= for any baselines that need to be updated, added, etc. I rec= ommend option 2 because it provides a more