@deleted-U05DY7UGM2L and @Cameron Rentch, wanted to reach out and let you both know that Luke's role from contractor Data Analyst is more of a contractor Associate Data Engineer.
He assists in:
• SL Daily Financials • TIP Daily Financials He fully owns: • Looker DataStudio dashboard development • Looker Enterprise dashboard development • Google Cloud BigQuery data engineering • SL & TIP data modeling (taking our raw data and making it into dashboard / user-consumable data)
What does an associate data engineer make LV on average? Luke is no higher than associate level but does deserve a boost.
It doesn’t matter he’s a consultant. Not an employee
True, cost of replacing is how I was originally thinking
Luke would need to renegotiate his contract and lay out his terms. We can renew or not.
Hi @Ryan, here are some general guidelines for Independent Contractor vs Employee. Can you review and confirm that these guidelines are being followed regarding our agreement with Luke? These are general guidelines, the actual detailed guidelines are much more comprehensive, but we need to be sure we are at least meeting the general guidelines.
@Cameron Rentch, this is Korbin's 5 to 6th email service mistake. With this in-office antics, his inability to take criticism, his explosions of emotions on other staff, I would like to terminate him with due process, remove BLX (as we discussed on the phone) from DL email services, and find a real SEO expert to come in and work on BCL, Dish and LOSG SEO projects.
Glad to hop on a call with @deleted-U05DY7UGM2L and you to discuss further. Korbin is just too much problem, too much mistakes and too much inaccurate work. We'll hopefully save Brand Managers the trouble of having to deal with him once they are hired.
@Cameron Rentch @deleted-U05DY7UGM2L, Luke played sick to basically continue his non-contract style behavior after he did not like the way the negotiation went with a $1000 dollar bump and 30 day removal of financial analyst role. I am asking to find an Associate Data Modeling and Visualization Specialist full time in Las Vegas. I do not have time to manage a 1099 contractor that cannot act professionally.
So I would like to find a "pure SEO" person to replace Korbin and find a full time replacement for Luke within the next 30 to 60 days. I'll setup more time to discuss next week after my time-off.
I put a chat on the calendar for next week to discuss both since i'm supposed to be out of the office today and Friday. Luke's pouting and faking sick now has me working for the third hour today. Call my cell later if you want to discuss after I finish numbers.
Luke no showed the tech meeting and his current contract is for client dashboarding and financial analyst. Since he has ignored the $1000 per month bump for removing analyst and is not responding to his normal contract duties, our critical priority project for Shield Legal "Flatirons" Client Dashboard Portal with our new data is being delayed. This data is 100% the same data that Marc and Cameron need for "Paid Vs. Spent" Orders Dashboard, the other project he has neglected since last Tuesday.
If he's going to help us, I need him to do his contract work and I will pull him out of any future data engineering until @Cameron Rentch has discussed things with him.
I'm probably about 3 weeks to 4 weeks out with Nick and Ahsan before we can completely wind him down and terminate the contract of Luke FYI.
If Luke ignores me the rest of the day, I will have to personally take over the "Paid Not Spent" and "Client Reporting Dashboard" development myself to keep from overloading Nick, Ahsan and Brian Hirst.
Hi @Ryan Did you mean to send that last message to us or Luke?
I forwarded the message I sent him after the no-show in the tech meeting for task discussion.
@here, Luke's last check was paid on July 3rd and his next check is due to be paid on July 17th.
@Ryan you have to remember you can’t require him to be at any certain meeting. You can request it but not require it. We have to treat him as a contractor.
Right now he’s not in any meetings beyond our weekly tech meeting with Mike, Nick but he skipped and I didnt bug him.
@Ryan @Cameron Rentch Brian just clarified Luke is paid in advance for his services, so his check on July 3rd was for services from July 16-31 and the July 17 check is for services from August 1-15
Got it. Thanks for confirming
@Cameron Rentch and @Ryan I have the green light from Dan to send Luke the Notice of Termination based only on our ability to term the contract with 30 days' notice. I am noting the reason as moving the role to an internal position. No other reasons will be listed. I will ask Luke if he wants to continue the full 30 days or end it at the end of August, since that is what he is paid up to. If he insists on working the full 30 days I will ask Brian to send him a pro-rated check for 5 days. Ryan, please don't discuss past issues with Luke, this needs to be a civil and professional separation, not personal.
I have always been civil and Slack has the proof in it. 🙂
@deleted-U05DY7UGM2L, FYI, I nicely asked the contractor to continue his contract work today. Please touch base with the contractor to ensure he is going to perform the work?
@deleted-U05DY7UGM2L, good morning. Any word from Luke?
Shellie, if he hasn’t replied to you after termination, should we just go ahead and assume that he’s not going to reply and not leave his access to the network?
@Ryan and @Cameron Rentch I just spoke to accounting and Brian thinks the payment descriptions were incorrect so Luke was not paid through August, he was paid through July. Since he hasn't performed any work in August and he isn't responding, we can just let him go today.
So do you want to tell Joe Santana to cut him off?
@Ryan I sent him another email letting him know if he does not reply to us we will assume he is no longer working on Shield Legal projects. You can probably go ahead and shut him down.
@deleted-U05DY7UGM2L , any update from Cory on data analyst candidates to replace Luke? Urgency is high.
No update, but I'm not working with Cory on that so he wouldn't be updating me. I believe he's working with Cameron on that.
@Ryan I have done multiple interviews to weed out bad apples. You will have some folks to interview in the next 5-7 days. Stay tuned
@Ryan need some help with adding responsibilities for Daniel data engineeer offer letter. @deleted-U05DY7UGM2L please send to Ryan, also please provide what was listed in Ashans offer letter
@deleted-U05DY7UGM2L once we confirm resonsibilities, we need to have Ashan resign the addedndum. Moving forward, no agreements get signed without this information being detailed
@Cameron Rentch @deleted-U05DY7UGM2L, put this as generic as possible:
• Systems analyst and administration functions for daily, weekly, monthly and ad hoc routines • Business analyst functions for daily, weekly, monthly and ad hoc routines. • Financial analyst functions for daily, weekly, monthly and ad hoc routines • Data analyst functions for daily, weekly, monthly and ad hoc routines for internal and external client initiatives • Data Integrations functions for daily, weekly, montly and ad hoc requests for internal and external client initiatives (API) • Data engineering function for daily, weekly and monthly development including schema design, data design, data structure creation, maintenance, support • Data modeling for internal and external business intelligence • Data visualization for internal and external business intelligence
@Cameron Rentch @Ryan Here is a draft of the Schedule of Services Addendum for Ahsan. Please let me know if we need to add anything.
@deleted-U05DY7UGM2L, good morning. Marc asked me to ask you to send me an export of the TIP, SL and BLX employees first name, last name and local LV addresses so I can update an employee location map for the new building planning.
Good morning @Ryan I will work on that and have it to you shortly
Disregard that, it's in a weird format. I will reattach as an Excel
@deleted-U05DY7UGM2L, see your inbox, need slightly different variation of the list per Marc.
Great, thank you.
@Ryan @deleted-U05DY7UGM2L can you help me put together a list of items that must learned, completed, mastered, achieved in order for Nick to get to a VP level at the company?
Some high level items I have are:
Show mastery in leadership Develop and grow as a Supervisor Demonstrate abilities in self-awareness Demonstrate the ability to manage multiple teams with separately aligned goals and objectives Demonstrate critical decision making and execution of plans Demonstrate ability to complete projects timely
I need other specific goals and items that need to be completed within his role
Just be specific so these "goals" can be measured as achievable. The ole 'smart goals employee review method.
Such as:
• Develop and grow as a Supervisor and show Leadership ◦ I need him to prevent Cam and me from doing his job, and his teams job and I do a lot, I mean a TON of that as we resource up properly. This needs to change. • Demonstrate abilities in self-awareness ◦ He has the skills to achieve most of these, so either he does them or gets a team mate to do them • Demonstrate the ability to manage multiple teams with separately aligned goals and objectives ◦ Internal, Integrations and Client (he has 2 of 3, but has not done much on internal) • Demonstrate critical decision making and execution of plans ◦ See bottom bullet • Demonstrate ability to complete projects timely ◦ Complete LawRuler data pipelines for internal BI before end of October
@deleted-U05DY7UGM2L, just your input is valued but if I didn't overstress it enough, even with all good things, the first project we asked him to do, the LawRuler revenue data warehouse and dashboards has to get done. It's holding up the entire development team's goals across the board TBH @Cameron Rentch
I love what Nick is doing, but we need these LawRuler pipes built and I'm tired of asking.
@Ryan I think we should add something about taking accountability for teams objectives, and results
@Ryan understood you need the lawruler items built, but the API integrations team and getting data to the law firms for these integrations is #1 top priority and has to be done before anything else. We continue to fail and fall far behind on these integrations. if we cant deliver to the firms, we will lose the business and then the lawruler pipes dont even matter.
I get it, I said that yesterday. I totally get it but these pipelines need to be prioritized because they drive the faster, better, new client dashboards you have also prioritized urgent.
we cant prioritize them if the law firms bail on us, because we cant complete integrations quickly or correctly.
If we do prioritize them we can use our data warehouse to build these webhooks with our data and now clunky email parsing and MPA issues. It is the long term solution that I want them team to get to truly resolve the challenges of integration complexity. But Nick McFadden hust needs to get these pipes done. Then we can create a webhook app and move on to the bigger and better things.
@Cameron Rentch Quick update. Looking at Nick McFadden's solution for Dicello's Abe demands for full automation from TIP LawRuler to Litify, Nick and I got aligned that his solid solution diagram he designed is a four birds with one stone solution. It's great. It will:
@Ryan @deleted-U05DY7UGM2L can you get me something on the path to VP role I asked for with Nick? thanks
Great, I just used Gemini to revise it to be more formalized.
@Cameron Rentch, here is that doc for Nick: https://docs.google.com/document/d/1eu9q5Q8Rl5pxqu3gu5BT39SI2Avjj-ABNWmIHo8wPXI/edit
@Cameron Rentch and @deleted-U05DY7UGM2L, for Brian Hirsts compensation review reqeuest:
Milestones
@deleted-U05DY7UGM2L @Ryan Let’s us three talk before we have a conversation with everybody else tomorrow specifically in regards to the teams that are working in data and analytics for Shield.
@deleted-U05DY7UGM2L , mind setting up the meeting?
I can send an invite, what time works best? I have a 1 o’clock meeting, but otherwise I’m available
I am free from 9:30 AM to 11:30AM PT and then 1pm to 2pm
Team Resource Allocation:
• James Scott: Focus on AI model dev, collaborate with James (Dev Ops) on data engineering. ◦ NEW HIRE GCP Data Engineer • Nick McFadden: Lead Flatirons custom reporting, leads Dev Ops / Data Pipelines, leads SQL modeling people & codes the complex analysis for media buying's strategic creative and targeting. ◦ Brian Hirst: Retool BI Application for TIP, SL and SL Client Portal. Data engineering for application tables in BigQuery. Focus on DBT and SQL skills plus mastering Retool. ◦ Zeke: Handle simpler data visualizations. Support Nick on Looker dashboards. * • *Dustin Surwill: Lead CRM integrations team, Workload for projects ◦ James ◦ Dwight ◦ Ahsan (Tech Lead for BI projects / Custom Projects) ◦ Daniel • Nick Ward & Tony Jones ◦ Lead Aidan on TIP dash-boarding in Looker Enterprise ◦ Lead Edward on TIP dash-boarding in Looker Enterprise ** Can be pulled back into "on demand" integration if needed to support Dustin and team workload spikes
Let me know if there is any other info you need me to include
@deleted-U05DY7UGM2L @Ryan can we pls move the call to 3pst with Nick and Tony? Ty
@Shellie, so please confirm that you will let Brian know we will pay 2023 and keep the same bonus as 2024 and forward on new compensation.
@Ryan I thought we discussed increasing Brian's salary, paying him for 2023, but then only leaving "discreionary bonus" for 2024, not a fixed amount. @deleted-U05DY7UGM2L please confirm this was your recollection as well. If so, we need to clarify the conversation and document everything please to Brian.
I’m aligned with previous agreements, I was not in the kk or last time.
We agreed to a discretionary bonus. He asked if it would be the same as the previous year and I said he would need to talk to you about that, as I was not given an exact amount
ok @deleted-U05DY7UGM2L can you please send him official raise documentation and calrify the above with him, so we are all on the same page.
I’m pretty sure I already sent him one, but I’m at the sports store looking at treadmills. Will check when I get home.
@Cameron Rentch and @Ryan Brian’s signed offer letter states discretionary bonus based on performance in addition to his base salary.
Thank you. Please just clarify to him that the bonus is not fixed and is variable. I don’t want there to be any misunderstandings
Hi @Cameron Rentch and @Ryan Brian Hirst just called me. He is still expecting a bonus for 2023 for 10k. He said he was told he would have it on Friday. I know we discussed the discretionary bonus for 2024 and he understands that. He is looking for his 2023 bonus.
*Thread Reply:* @deleted-U05DY7UGM2L , we can approve that for payment.
*Thread Reply:* @Ryan Can you send an email to me and Nsay for her records? Her email address is: nsay@hrdepartment.net
*Thread Reply:* Yes we can approve the 2023 bonus. 2024 if completely discretionary no fixed amount
Hi @Ryan Lee Zafra just reached out to me regarding his role change to Organic Campaign Manager / Media Buyer. Do you have a job description and salary info for this role?
@Ryan no salary change, but please send updated rold descritpion
@Cameron Rentch @deleted-U05DY7UGM2L, keeping it simple:
SEO Project Management:
• Help organize and manage SEO campaigns, including planning, setting deadlines, and tracking progress, testing lead automation. • Manage SEO platforms and guide action items from insights: Moz.com, Google Search Console, Google Trends, Google Developer Tools for Webmasters • Work with teammates like content writers, developers, designers, and outside vendors to get tasks done on time • Reporting, recommendations on weekly, monthly, quarterly and annual basis.
I would say it's actually a role enhancement, meaning, he does paid media buying, organic campaign tracking already, but now he'll do organic campaign launch, testing, and search engine strategy and organic campaign management. He is not a "manager, leader over anyone", he's just a cross-function media buyer, doing now both "organic" and as before "paid" media buying. this will prevent an outright role change.
Ok, thank you for the clarification @Ryan. I'll just do a Status Change Form and attach the enhanced duties.