| Category | Details | Blank Column (for further edits) |
|---|---|---|
| Missing Sales Revenue - MAY 2024 |
|
|
| Missing Sales Revenue - MAY 2024 | Details: A sale starts in one month and completes in the next, but the account number and sales amount are not correctly and or completely credited to the salesperson. This results in revenue reports that are often irreconcilable with the customer's correct billing. | |
| Missing Sales Revenue - MAY 2024 | Details: A negative sales amount is reported for an account and posted to the salesperson who did not have the most immediate or direct contact with the customer. More likely than not the negative Revenue finds its final resting place with a new hire. | |
| Missing Sales Revenue - MAY 2024 | **SCORE ICOMS NEGATIVE ACCOUNT | |
| Missing Sales Revenue - MAY 2024 | Details: During a "TRANSFER", the negative revenue of the "MOVEFROM" address is posted to the STAR report against the salesperson. And, ideally, the positive revenue of the "MOVETO" address is also posted to the STAR report (making the transaction order a "wash" for the salesperson). | |
| Missing Sales Revenue - MAY 2024 | Missing Sales Revenue As the size of the order increases, so does the risk of it vanishing, being taken by another salesperson or not being reported all together √ ORDER “Success” in ICE | |
| INCORRECT AND UNDERREPORTED SALE REV | Transfer Negative Posting Error Description: Incomplete Transfer Posting |
|
| INCORRECT AND UNDERREPORTED SALE REV | Description: Sale Recorded at Incorrect and is documentably significantly less than actual order. | |
| INCORRECT AND UNDERREPORTED SALE REV | Details: A sale is recorded in the "STAR" at a much reduced amount compared to: The ICE ORDER, the customer Biller, ICE order history, and ICOMS. | |
| Written Rebuttal or Appeal | Written Rebuttal or Appeal: Prepare a detailed written rebuttal or appeal addressing the disciplinary action. In your rebuttal, reference the previously filed requests, highlighting that they were not answered and explaining how the information in those requests could have mitigated or precluded the disciplinary action. | |
| Include Documentation | Include Documentation: Attach copies of your previous requests and any supporting documentation to your rebuttal. This evidence should demonstrate that you had already communicated the relevant information before the disciplinary action was taken. | |
| Request for Meeting | Request for Meeting: Request a meeting with HR or your supervisor to discuss the disciplinary action and your rebuttal. Clearly state your case and ask for a review of the situation considering the overlooked information. | |
| Follow Company Procedures | Follow Company Procedures: Ensure that you follow your company's specific procedures for filing a grievance or appeal. This might include submitting your rebuttal within a certain timeframe or through a particular channel. | |
| Seek Legal Advice | Seek Legal Advice: If the situation is complex or you believe your rights have been violated, consider seeking legal advice. An employment attorney can provide guidance on how to proceed and ensure your rights are protected. | |
| Contest the Written Disciplinary Action | Contest the Written Disciplinary Action: I am writing to formally contest the written disciplinary action issued to me on [date]. I believe this action is unwarranted and does not consider key information that I had previously submitted. | |
| Contest the Written Disciplinary Action | On [date(s)], I filed several requests (attached here for reference) that addressed the issues raised in the disciplinary action. These requests included detailed information and explanations that should have been taken into account before any disciplinary measures were decided upon. Unfortunately, these requests were not answered, and the information therein was overlooked. The issues which have been documented and submitted to sales leadership have direct impact and relevance to the [Inbound Sales Performance Scorecard Policy] for May 2024 and directly affect my actual attainment in meeting [the sales minimum performance thresholds in any one-month period]. | |
| Contest the Written Disciplinary Action | Specifically, my requests highlighted the following points that are pertinent to the current disciplinary action: | |
| Contest the Written Disciplinary Action | NOTE: EACH OF THE FOLLOWING WERE WRITTEN REQUESTS WHICH REFLECTED PRIOR REQUEST ON THE FOLLOWING DATES: 5/17/2024 - Subject: Coates - help in finding mobile order, 5/9/2024 Sales Errors - Missing Sales and Transfer Negatives | |
| WRITTEN REQUESTS - NO RESPONSE DELAYED RESPONSE | Requests sent to Sarah DellaVecchio: NO RESPONSE - June 25, 2024 4:16 PM : MAY 17.08 hrs of COMPUTER DOWN-TIME - (documentation of this issue is extensive leadership had more than 80 days warning on the need to fix this issue, so full-proration for this time is fully appropriate, and I believe, has president circumstances where similar allowances were made. | |
| WRITTEN REQUESTS - NO RESPONSE DELAYED RESPONSE | Requests sent to Sarah DellaVecchio: NO RESPONSE - June 25, 2024 4:16 PM Health Crisis and Work Arrangements | |
| COMPUTER TROUBLE HISTORY TRACK RECORD OF IGNORING REQUEST AND NON RESPONSE | Prorate for Computer [ICE, AVAYA, WorkDay, TEAMs] I wanted to ask you about the many hours I have lost over the past three months due to computer problems. I can share with you the amount of time spent on tickets and attempts to restore my computer. I was informed that a new computer was approved for me, though I haven't received it yet. I am requesting the proration of 17 hours I lost in May due to these difficulties? One day was entirely lost, while the other instances involved two to three blocks of time spent on the phone with technicians instead of selling. I would like this proration to apply across the board and not exclude mobile sales, as these issues affected my entire workflow. | |
| MAY MOBILE PHONE COUNT - MISSING OR MIS-REPORTS IN STAR | MAY MOBILE PHONE COUNT - See below, since STAR itself indicates “Wireless Count 4” I hope that would be considered the correct amount currently under report by STAR for MAY. Please let me know if this change can be made | |
| COMPANY POLICY | ]CHARING OF TIME AND OCCURENCE | |
| MEETING INPROPRIETY |