Hi Chuck, I don’t think it’s necessary for today’s conversation but I think if the poor performance continues it would be best to have me sit in for the next warning. That being said if you would feel more comfortable with me attending today, I absolutely can. Thanks Kathryn -- Kathryn NesterHR Generalist___________________647-932-5787I am in the Eastern Time Zone and am sending this email at a time that suits my work schedule; please do not feel obligated to reply outside of your working hours.TheKey.caOn Jan 30, 2025, at 8:42 AM, Chuck Terlesky <cterlesky@thekey.com> wrote:Kathryn - our call is at 8:45 am MST today - I forgot to ask if you wanted to attend.Let me know and I can add you to the invite. ChuckOn Wed, Jan 29, 2025 at 10:51 AM Kathryn Nester <knester@thekey.com> wrote:Hi Chuck, I made the edits. Here is the updated link to the saved form: https://thekeytest.formstack.com/forms/corrective_action?i-17274299-CCkCNKJ8TVYou should be able to sign it and submit it once ready but providing the link for a blank form below for you in case it causes further issues and needs to be transferred to a new one.https://thekeytest.formstack.com/forms/corrective_actionthanks,KathrynOn Wed, Jan 29, 2025 at 12:28 PM Chuck Terlesky <cterlesky@thekey.com> wrote:Hi Kathryn,I would like to make changes to the form, although it won't save for me. Can you please copy and paste this verbiage into the form for more clarity? @Dennis Fancy feel free to change the Winnipeg part. Performance: Over the weekend, during Shyanne's on-call shift for Calgary on Saturday, January 25th, she did not respond to an emergency scheduling email for Sharon Walsh or follow up on the email after it was sent. It wasn't until 4 hours later, when the client reached out again and another email was sent, that Shyanne followed up.In addition to this, in Winnipeg, a prospective client called inquiring about services; while the call was answered, the gentleman was told he would receive a follow-up email, which he did not receive the email and the inquiry was not mentioned during Monday handoff for the team to follow up on.Not following up with current clients or potential clients risks our reputation and how reliable clients view us. The delay in follow-up with a current client or potential client risks us not being able to fill a shift, loss in revenue, or clients looking elsewhere for assistance. We also run the risk of losing a client all together if they begin to believe that we are unreliable or aren't available to them.Thanks,ChuckOn Wed, Jan 29, 2025 at 7:28 AM Kathryn Nester <knester@thekey.com> wrote:Good Morning Chuck, The corrective action form for Shyanne has been filled out. In order to push it through it requires your name, email, and signature. If you use the link I've forwarded below you can access the filled form and enter in your information. Once you submit it a copy should go to you, Shyanne, and the HRSC. I also suggest going over the form with Shyanne before submitting it so that expectations are clear moving forward. Please feel free to add anything you think may be missing. I didn't add any prior corrective actions but if she's had any prior verbal warnings and you know the dates/incidents you may want to include that.I think it's important to also offer support here including days off so that she is not consistently working 7 days / week. If she has RBC benefits set up, a reminder that the EAP is available to her should she need it.Thanks,Kathryn---------- Forwarded message ---------From: Amy Freeman via Formstack <noreply@formstack.com>Date: Wed, Jan 29, 2025 at 9:23 AMSubject: Corrective Action URLTo: <knester@thekey.com>
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-- Kathryn NesterHR Generalist___________________647-932-5787I am in the Eastern Time Zone and am sending this email at a time that suits my work schedule; please do not feel obligated to reply outside of your working hours.TheKey.ca
-- Chuck Terlesky B.A., CCPEGeneral ManagerWinnipeg and CalgaryCalgary: 403-301-3777Winnipeg: 204-489-6000TheKey.ca
-- Kathryn NesterHR Generalist___________________647-932-5787I am in the Eastern Time Zone and am sending this email at a time that suits my work schedule; please do not feel obligated to reply outside of your working hours.TheKey.ca
-- Chuck Terlesky B.A., CCPEGeneral ManagerWinnipeg and CalgaryCalgary: 403-301-3777Winnipeg: 204-489-6000TheKey.ca