Summary

0. Properties - Meeting Date: Unknown - Meeting Type: 1x1 - Note Type: Summary - Attendees: Scott Warner, Kate Loughery

1. Meeting Summary I met with Kate to sort out how pay grades are currently handled in Paycor and why they are not reliably available in reporting. The main issue is that pay grade and location tier were intended to be tied into job titles, but that work was only partially completed and apparently stalled during prior back-and-forth with Paycor. As a result, the data exists inconsistently today, which explains why I could not find a clean, reportable pay grade field.

Kate walked me through the current setup in Paycor, including both the legacy reporting platform and the newer report builder. She confirmed that pay grade is not something we have been able to pull cleanly from Paycor in a standard report, which is why Vanessa had been maintaining it manually in a spreadsheet. We also identified that the 'job code' field now appears to be available at the job title level and may serve as the right place to store pay grade going forward. Kate found that at least one newer title had this field populated, which is why I was only seeing data for a couple of employees.

We aligned on a practical short-term fix. I will verify whether there is a newer salary structure spreadsheet with Amity and send Kate the latest version if one exists. Kate will then populate pay grade into the job code field at the job title level in Paycor so the information can flow more consistently into reporting. We agreed not to try to solve the broader location tier automation issue right now, since that was part of the stalled configuration effort and is not necessary for the immediate reporting need. This should also help preserve cleaner data for the upcoming system transition in June.

Kate also flagged an unresolved reporting issue with Canada employees. Although they are housed under Festool USA in Paycor as unpaid employees, they still do not reliably appear in reports even when all company codes and 'show all employees even if not paid' are selected. For now, that means Canada data may still need to be added manually.

2. Attendee List - Scott Warner - Kate Loughery

3. Action Items - [Scott] Confirm with Amity whether there is a more recent salary structure spreadsheet than the version currently being referenced. - [Scott] Send Kate the most recent salary structure file once confirmed. - [Scott] If a current master file exists, align with Kate on maintaining a shared, controlled version going forward. - [Kate] Populate pay grades into the Paycor 'job code' field at the job title level. - [Kate] Notify me once the pay grade updates are complete so I can rerun reporting. - [Scott] Rerun the needed employee/pay grade report after Kate completes the Paycor updates. - [Kate] Continue using existing report templates as needed and share any useful legacy report templates with me if they help accelerate reporting needs.

4. Relevant Timelines - June - Upcoming system transition / implementation. We noted that getting pay grades populated in Paycor before implementation would be worthwhile so the data can transfer more cleanly. - Same day / near term - Kate indicated she could likely update the pay grade values in the job code field quickly, potentially that day. - Same morning / near term - I committed to checking with Amity on the latest salary structure spreadsheet.

5. Additional Notes - Paycor currently has two reporting environments: a legacy reporting platform and a newer report builder. Kate has generally had better results with the legacy platform due to issues in the new builder. - Kate offered to share existing legacy report templates if I need a starting point for future reporting. - The prior attempt to combine pay grade and location tier in Paycor never fully materialized, which is the root cause of the current inconsistency. - We intentionally decided not to touch the partially configured pay field structure Ryan had been working on. Kate will use the available 'job code' field instead as the cleaner near-term solution. - Canada employees remain a reporting exception. Even when configured to include unpaid employees under Festool USA, they do not reliably appear in Paycor output, so manual supplementation is still likely required. - My takeaway is that the pay grade gap was not user error on my side. The field is simply not implemented consistently today, but we now have a manageable path to clean it up.