Transcript

00:00:05 - [KATE_LOUGHERY]
Is Ryan was working with Paycor to try and connect it to location tier because it was being added at can you see my screen, by

00:00:17 - [SCOTT_WARNER]
the way? Yeah.

00:00:18 - [KATE_LOUGHERY]
Okay. So let me just remember where this is. So job management, this is where the job titles are created. And he only added it to a few of them, and there was some issue here, and I can't remember what it was, but he was going back and forth to pay for on it. So if you, like, click on the job title and, like, the job management and you go to pay, you can see 24 underscore one. So that meant pay grade 24 tier one.

00:00:54 - [SCOTT_WARNER]
Okay.

00:00:55 - [KATE_LOUGHERY]
But he was having some issues. So it's in there for some, not in there for others. So, like, a while ago, I started doing this, like, job title cleanup to try and get it all organized. So, like, I these are current pay for from the salary structure spreadsheet that I'm sure you've seen. We've talked about that spreadsheet before that, like, I never know where the most recent spreadsheet is because I don't have access to it. So long story short is, like, I mean, this was a year ago. 03192025 was the last time I modified it. But, I mean, it's just pay grade based off position, which I don't think much of these have changed.

00:01:38 - [SCOTT_WARNER]
Okay.

00:01:39 - [KATE_LOUGHERY]
So what I can do for you, whatever report you run, if you send it over to me, I can easily add the pay grades to it. And I think because this is a report Vanessa was providing to you. Correct?

00:01:49 - [SCOTT_WARNER]
Yeah. She gave me, I think, just the employee roster, and then she must have been tying them with a v lookup or something. Yeah. So

00:01:56 - [KATE_LOUGHERY]
So I hold her just to, like because I know she was providing that. I was like, just keep your because I I think I helped her build it with the pay grids, and I said, keep this spreadsheet and then just make any changes as it goes. So you can just send that to Scott every time. So I don't know if you could send me, like, the most recent one you sent. So, basically, she would like, anytime there's a title change or any

00:02:20 - [SCOTT_WARNER]
Mhmm.

00:02:20 - [KATE_LOUGHERY]
Like, new hire sheet, I believe she was just adding it to her most recent spreadsheet. So we have the pay grades, if that make sense, because it wasn't a report we could pull from Paycor.

00:02:31 - [SCOTT_WARNER]
Gotcha.

00:02:32 - [KATE_LOUGHERY]
So if you send me the report, you were able to pull in Paycor, I can definitely key in those pretty fast for you. I don't think the salary structure spreadsheet has changed, has it?

00:02:45 - [SCOTT_WARNER]
Probably not because we aren't doing merit this year. So I would guess they're not doing it. Okay. So do you have the ability to do custom fields in Paycor? Like, I saw some in there, but can you add to it or no?

00:02:59 - [KATE_LOUGHERY]
Yeah. So you can make any custom field that you wanted, and I I said, why don't we do that? Because, like, it's just so weird because, like, most companies have a I mean, you can see they have a job right here. But, anyways, I won't get into the details of that. And so I was like, Ryan, you just want me to add it as a custom field? And he was like, no. I wanna get this figured out. I think that just never happens.

00:03:20 - [SCOTT_WARNER]
To me, if we put it in as a custom field, then you only have to change it on the person. I mean, yes, it doesn't do what Ryan wanted to do and have it be, like, automatic. But right now, to me, it's just a like, I don't know. I was just thinking it would it be better just to have something in there at some point?

00:03:34 - [KATE_LOUGHERY]
Yeah. So I can't remember. I mean yeah. Because I think I what I created for custom fields, I did a position start date. I did a bonus factor and then the workers' comp because they don't have to fill for workers' comp. Those are my three custom fields. So I

00:03:50 - [SCOTT_WARNER]
I saw those in there, and

00:03:50 - [KATE_LOUGHERY]
I was

00:03:51 - [SCOTT_WARNER]
like Yeah. I wondered. I was like, oh, that's where I would have put pay grade, but I was just curious. Yeah.

00:03:57 - [KATE_LOUGHERY]
That's what I said, but he he was trying to do it, which, I mean, I get it because I mean, it would nice because we don't have location tier in there right now either. So he was trying to combine them both, and then so we could have this mid, mid, and max. So, like, I like the idea of it, but then it's just, like, one of those projects that just never took off. Like, you can see he and, again, I wish I could remember. It's just been so long. Yeah. He was having some issue with it. So it anyways. And then for the reporting, I just wanted to quickly show you I know you figured it out. But so their old reporting system is under like, I go to this custom support, and I have better so I don't know if this is is this where you went and you built it, or were you somewhere else?

00:04:41 - [SCOTT_WARNER]
I went to the I think it was right under that. It said builder. Yeah. That's where I was.

00:04:46 - [KATE_LOUGHERY]
Okay. So, like, this is our old platform. So these are all my custom templates. So, like, if there's any that I can send to you, that would be so these are, like, ones that either like, this four zero one k audit is what they help me build that implementation, and that's a report I can build off of. Like, it's easy to go in and add columns and stuff. So, like, if there's anything in here that you and I can share these with you. Like, there's an address. There's this so, like, if you're having trouble and you're like, I need this, this, or this, I can look at my templates I have right now and see if it might be something you can build off of.

00:05:21 - [SCOTT_WARNER]
Okay.

00:05:22 - [KATE_LOUGHERY]
So this whole thing is our old reporting platform. This report builder is the new reporting system that they launched, but I have had so many issues with this. So I tend to stay in the old. I only come in here for this is an hour summary report I sent to your team. Actually, I used to send it to Vera, and now it's gonna be going to Tanner. Okay. But it's just the so, anyways, I just wanted to show you the two different sections. You can work in either one that you want. I told Lisa, was like, you're probably gonna have more report more luck in the reporting just because you are more tech savvy and can, I feel like, figure these things out better than us? But

00:06:04 - [SCOTT_WARNER]
I told Lisa. I said, I hope my IT background helps me a little bit with because of data structures and stuff like that. So we'll see.

00:06:11 - [KATE_LOUGHERY]
Yeah. Yeah. So you're probably gonna have better luck than I I did, but I at least wanted to show you if you're wondering why there were the two different sections then kind of explain it. But I know in here and, again, you probably figured it out, but you can do different like, you can go to report, and you can do, like, groups and do different things. I walked through training one time with them. But, anyway so just wanted to if you were wondering why there were two different sections for that.

00:06:46 - [SCOTT_WARNER]
I did did wonder why there was two reporting sections. I hadn't played with the legacy yet just because, I I think I saw a report builder and just my brain went there. But it's good to know there's both because usually legacies have a bit more historical stuff to them that you can pull. So good idea. Okay. Cool. Well, that's helpful. I I feel better that I didn't just miss the pay grades. I was like, man, I feel like it should be obvious, but I can't find it.

00:07:11 - [KATE_LOUGHERY]
No. It's been a a really annoying thing. And and, honestly, now that we're going to

00:07:16 - [SCOTT_WARNER]
this

00:07:16 - [KATE_LOUGHERY]
new system, I wonder if it's even worse. I mean but, I mean, I guess we'll be going in June. Like, I I just don't know if it's worth adding it. Well, I guess it would be worth it because then during implementation, that's how it'll go over.

00:07:33 - [SCOTT_WARNER]
Yeah. If, so I'm just trying to spill my coffee. Have it open too. Let me just pull that up real quick. So I just use my cell phone. I look stuff up just to play around. So one second. The Internet here is not fantastic.

00:07:49 - [KATE_LOUGHERY]
Yeah. I can imagine.

00:07:52 - [SCOTT_WARNER]
It's better in the morning because no one's on. But when everybody gets off work and comes to visit and then they get online, it's like it slows way down.

00:07:58 - [KATE_LOUGHERY]
What hospital are you at?

00:08:01 - [SCOTT_WARNER]
University hospital. So, right across from Kavanaugh Hall at IUPUI, if I don't know Okay. If you're familiar with IUPUI's campus at all. But

00:08:09 - [KATE_LOUGHERY]
Yeah. So, like, by Riley. Right?

00:08:11 - [SCOTT_WARNER]
Yeah. Close to it.

00:08:12 - [KATE_LOUGHERY]
Yeah. My mom worked at Riley, so I'm familiar with the area.

00:08:17 - [SCOTT_WARNER]
I went to IUPUI and then worked at Regen Street for Institute, which was a research place down the way a bit, but so I spent a lot of time over this way. Yeah. Alright. There was a field I was gonna ask you about. I just gotta try to figure out what it was. One second. I gotta pull up my exports. My first No problem. Export was just everything that was on a staff roster.

00:08:40 - [KATE_LOUGHERY]
Okay.

00:08:40 - [SCOTT_WARNER]
And then it was called where is it?

00:08:48 - [KATE_LOUGHERY]
And you're able to pull it for all three company codes. Right?

00:08:52 - [SCOTT_WARNER]
Yeah. Looked like it. Yeah. Actually, it also did.

00:08:55 - [KATE_LOUGHERY]
The only weird thing to note too is even though Canada is in there and you can it they're in there so they're in they're in paperwork under Festool USA because we couldn't create, like, a separate, code. So we just looped them all into Festool USA, but they're categorized as unpaid employees. And I cannot, for the life of me, figure out how to run a report to include the on employees, which is so weird because if you and maybe if I show you this really fast. Because if you see, like so let me do address, for example. So if I go to save and continue, save and continue, you can see all three client IDs are checked off, and you can see Festool USA. So that's what they're under. And then down here, I had show all employees even if not paid. So that's telling me that Canada should pull, and they don't.

00:09:56 - [SCOTT_WARNER]
That's weird. I wonder why.

00:09:59 - [KATE_LOUGHERY]
So that's just an example of one thing that makes zero sense to me. So if you need Canada data too, that's one thing that I'm always pulling a report in here, and then I'm just manually entering Canada

00:10:12 - [SCOTT_WARNER]
Okay.

00:10:12 - [KATE_LOUGHERY]
Keys. So

00:10:14 - [SCOTT_WARNER]
There's only there's only 12 of them, so I can hand key most of that stuff pretty easily. So it's just the vast dumps of Festool USA and TTS that get hard. So okay. There was a field called job code that comes on the report, but only two people have info in it. And it is, one of them is who is this? Mini. Do you know what that field is? It says 14 for her. And

00:10:41 - [KATE_LOUGHERY]
So that's her pay grade, I'm assuming. I'm just I'm curious to see where it's listed on here.

00:10:50 - [SCOTT_WARNER]
Yeah. That's what I was I couldn't find it. I kept looking around and

00:10:55 - [KATE_LOUGHERY]
I feel like I've and so the other weird thing that's happening with Paycor right now is they're having a bunch of these new launches that I are coming from paychecks, but it's, like, not communicated. So, like, I'll come in here and see a change to what something's named or this or that. And I feel like I saw job code somewhere. Wait a minute. Let me look at her. I think this might be under I think I saw under job management when I was messing around in here. So, like, this is where all the job titles are created, and you can, so she's, like, business maintenance coordinator. And so job code is under here, but we don't even have it lit they did her job title. Her Did it?

00:11:40 - [SCOTT_WARNER]
Her. Hold on. So op her new title is operations coordinator. See if that one has it.

00:11:53 - [KATE_LOUGHERY]
You know what? So I think job job code didn't used to be there. And I think when I created her new, I added it. So what I'm gonna do is I'm gonna go through, and I'm gonna add all the job codes at job codes pay grades at Yeah. The job title level, and then that will auto populate to all of their job titles. So I'm remembering now. So when I when I created hers, this didn't used to be here, and it's now a new field. So that's what I'm gonna do because I think that'll help that implementation that we know that's pay grade. And when they're going through all the implementation, hopefully, that can just easily transfer over. So I can work on that today because that won't take me very long. And then once that's done, I can let you know, and you can rerun whatever report you need.

00:12:48 - [SCOTT_WARNER]
Yeah. Because when I saw it, I was like, that looks like what I'm looking for, but it's only it was only on, like, two jobs. So it must be the two newest people you added. They're changed roles or whatever. So

00:12:56 - [KATE_LOUGHERY]
Yeah. And so you're pretty confident, though, right, that there hasn't been another because I wanna reference the most recent salary structure, or I could reference, I guess, the most recent report Vanessa's saying. But I also don't know that I trust what Vanessa necessarily had. So

00:13:16 - [SCOTT_WARNER]
I'll let let me just verify with Amity that there's not a new version of that spreadsheet that she and Clint work on. And Okay. If there is one, I'll ask for it, and you and I can share it and keep a we'll keep, like, the master copy. I'll tell Amity Okay. Changing it. So Okay. Yeah. Because that should go to HR anyway. She just never trusted Ryan with because he would not do things she asked him to do. So sorry. He would never. Whatever. He got it. So

00:13:41 - [KATE_LOUGHERY]
I mean, I'm finding more things out that I'm just makes my life harder. And I'm just I mean, I love Ryan, but I'm just frustrated with some of the things that, like, I wasn't involved in and thought was getting done, and then I feel like it just looks bad on me. I mean, he was my boss. I can understand that, but it's just, like, I feel like I'm the now the one in HR with the most tenure, and I just feel like now these things that are all going wrong fall on my shoulders, and I just hate that feeling.

00:14:10 - [SCOTT_WARNER]
Yeah. Things that aren't your problem but became your problem almost. So yeah. Yeah. No. You're you're doing great. We we understand your position. And and, honestly, we all like Ryan fine as a person. It's just he would say he would do things and then never did them. And it was like, dude, just tell us you weren't gonna do it because then we could have done it. So

00:14:28 - [KATE_LOUGHERY]
Well, I mean, that's the problem. Like, he was my boss. And so, like, I would he would tell me he would handle things for me, and then I would followup, and he'd say, give one not excuse, but just tell me why it didn't happen. And he's like, I'm gonna like, I can't get mad at him. He's my boss. Like, I'm not gonna be, like, get mad at him for not doing things because I literally report to him. But, anyways, it's just

00:14:51 - [SCOTT_WARNER]
Exactly.

00:14:52 - [KATE_LOUGHERY]
Okay. Yeah.

00:14:53 - [SCOTT_WARNER]
So I'll let me I'll find that out this morning here. And then, yeah, when you have time, I know you've got plenty of shit to do so. But that that does pull on the report, that at least is kinda nice. So so how do you do you do job code and then location is the second number. Is that how you're doing?

00:15:09 - [KATE_LOUGHERY]
No. So Ryan was entering it here.

00:15:11 - [SCOTT_WARNER]
Okay. Okay.

00:15:12 - [KATE_LOUGHERY]
So this is where you could add these. So I'm not gonna mess with that. Because this is again, I don't remember what the problem is, but he was going back and forth with paperwork. So if you go under job details, I'm just gonna add it under job code, and I'm not gonna anything with location tier. I'm just gonna add that. Okay. Perfect.

00:15:31 - [SCOTT_WARNER]
Alrighty. I will get the most recent version, and then, I'll send it over your way, and then we can go from there.

00:15:37 - [KATE_LOUGHERY]
Sounds good. Thanks, Scott.

00:15:38 - [SCOTT_WARNER]
Cool. Thanks, Kate. Appreciate your help.

00:15:40 - [KATE_LOUGHERY]
Mhmm. Bye.

00:15:41 - [SCOTT_WARNER]
Take care.