Re: FINANCE TRAINING-Site P&L Self Service Reports (Option 1 of 2)

From
Yukari Roberts <yroberts@thekey.com>
To
Nicolas Lopez <nicolas.lopez@thekey.com>
CC
Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, Jennifer Geist <jennifer.geist@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Richard Chan <richard.chan@thekey.com>, Christin Silveira <csilveira@thekey.com>, Timothy Thomas <tt@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Triff Cook <triff@thekey.com>, Jaime Cittadino <jcittadino@thekey.com>, Miriam Valiente <miriam.valiente@thekey.com>, Paul Kahn <paul.kahn@thekey.com>, Kevin Murray <kevin.murray@thekey.com>, Geraldine Nath <geraldine.nath@thekey.com>, Natalie Cahoone <natalie.cahoone@thekey.com>, Lyndsey Organ <lyndsey.organ@thekey.com>, Sara Stuhlsatz <sara.stuhlsatz@thekey.com>, Brian Fialko <brian.fialko@thekey.com>, James Buscemi <jbuscemi@thekey.com>, Elizabeth Walsh <elizabeth.walsh@thekey.com>, Jessica Pascasio <jpascasio@thekey.com>, Leigh Smith <leigh.bryantsmith@thekey.com>, Alan Badger <abadger@thekey.com>, Andrea Nobis <andrea.nobis@thekey.com>, Cherry <cgattis@thekey.com>, Matthew Princiotto <mprinciotto@thekey.com>, Janette Garcia <jagarcia@thekey.com>, Codi Hall <chall@thekey.com>, Breanne Johnston <bjohnston@thekey.com>, Bridgett Carney <bcarney@thekey.com>, Dalila Arbizu <dalila.arbizu@thekey.com>, Claudia Hernandez <chernandez@thekey.com>, Dulce Aganan-Coleman <dcoleman@thekey.com>, Maryellen Luera <maryellen.luera@thekey.com>, Dericka Flores Valmonte <dflores@thekey.com>, Stephennie Laxamana Smith <slaxamana@thekey.com>, Kim Scott <kscott@thekey.com>, Karoline Da Silva <kdasilva@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Kadie Marlin-Chambers <kchambers@thekey.com>, Deb Frye <dfrye@thekey.com>, Darryl Williams <dwilliams@thekey.com>, Dave Knier <dknier@thekey.com>, Gracie Lane <glane@thekey.com>, Melani Breach <melani.breach@thekey.com>, Kelli Jayroe <kjayroe@thekey.com>, Danielle James <danielle.james@thekey.com>, Kendra Smith <ksmith@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Brooke Justiniano <brookej@thekey.com>, Laura Meister <laura.meister@thekey.com>, Jennifer Lane <jennifer.lane@thekey.com>, John Conaway <jconaway@thekey.com>, Cathy Goffredo <catherine.goffredo@thekey.com>, Rachel Anderson-Capone <rachel.andersoncapone@thekey.com>, Dawn Christensen <dawn.christensen@thekey.com>, Shannon Taubken <shannon.taubken@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Audra Williams <audraw@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, Chad Everitt <chad.everitt@thekey.com>, Diego Castaneda <diego.castaneda@thekey.com>, Hesham Al-Esaei <hesham.alesaei@thekey.com>
Date
Mon, 12 Feb 2024 17:01:09 -0800
Folder
INBOX
Thank you for the information!

On Mon, Feb 12, 2024 at 12:59 PM Nicolas Lopez <nicolas.lopez@thekey.com>
wrote:

> Hello Site Leaders and Regional Directors,
>
> FP&A will host a Site P&L Self Service Reports training session.
>
> Two calendar invites will be sent for two different days. Please attend
> the session that suits you best. *Both sessions cover the same subject,
> so attending one is sufficient.*
>
> The training session will cover how to navigate the system (Planful) and
> run site-specific P&L reports.
>
> *What FP&A needs from each of you before the training session:*
>
> *1.Set up your Planful username and password. *
> By Wednesday EOD, expect an email from admin_do_not_reply@planful.com
> prompting you to create a new username and password. Please follow the
> instructions and ensure you set up your Planful account.
>
> *2. Ensure that you can access your newly created Planful account.*
> Use your newly created username and password to access your Planful
> account.
> Planful is a web-based platform, so no software installation is required.
>
> Additionally, I will send specific instructions to aid you with points 1
> and 2 in a separate email.
>
> Thank you,
> --
> *Nicolas Lopez*
>


-- 
Yukari Roberts
General Manager
* Please note my email has changed: *
yroberts@thekey.com <https://brand.thekey.com/esg/yroberts@thekey.com>
(888) 285-4913
TheKey.com <https://www.thekey.com/millennia>
[image: TheKey] <https://homecareassistance.com/>

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