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

From
Robert Valliant <bob.valliant@thekey.com>
To
Donny Deshotels <donny.deshotels@thekey.com>
CC
Jessica Thomas <jessica.thomas@thekey.com>, Jennifer Geist <jennifer.geist@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>, John Champagne <john.champagne@thekey.com>, Geoff Dion <geoffrey.dion@thekey.com>, Kristen Jarbo <kjarbo@thekey.com>
Date
Thu, 19 Feb 2026 15:19:06 -0500
Folder
INBOX
--000000000000e03345064b33044a Content-Type: multipart/alternative; boundary="000000000000e03344064b330449" --000000000000e03344064b330449 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Donny. When a New Hire starts, how soon after their hire date will they appear in the Dashboard, even if they may not have an Hours baseline yet? On Thu, Feb 19, 2026 at 3:07=E2=80=AFPM Donny Deshotels wrote: > 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 communica= te > the baselines. In general, they will not be changing unless an RD request= s > the change, but to get a full list, it might just be easiest to look at t= he > dashboard. Below is a screenshot filtered for the Bay Area during Februar= y > (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 bef= ore >> 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 upd= ated, >> 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 *shoul= d >> 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 > jessica.thomas@thekey.com> 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 >> jennifer.geist@thekey.com> wrote: >>> >>>> Received and understood. >>>> >>>> On Thu, Feb 19, 2026 at 6:52=E2=80=AFAM Robert Valliant >>> bob.valliant@thekey.com> wrote: >>>> >>>>> Hi RDOs: >>>>> >>>>> Given the need for future Hours Baseline Adjustments (for situations >>>>> such as new hires or client reassignments to balance workload