Wednesday, February 24th Team Meeting
General Questions
Q: What should we be accomplishing with our daily team meetings?
A: Think of your 8AM calls as as "yellow post-it note meetings": use them to check-in with your team and make sure everyone is on track, but keep it to information you could fit on a sticky note.
Q: Is there a timeline on rolling out new uniforms?
A: Yes, the plan is to unveil the new uniform program at a meeting in March.
Q: Is there a plan to return to in-person meetings?
A: More research needs to be done on the current COVID-safety restrictions in North Carolina. There may be a way to have a partial return for a small number of willing people, but it would have to follow those guidelines.
Q: Is there a discrepancy between tasks completed on a Site Visit and how many openings are being counted toward 2021's Wildly Important Goal?
A: There are some task types that are not being counted as "servicing an opening" for the sake of hitting our goal of servicing 18,000 openings in 2021.
Human Resources Questions
Q: Does the amount of employee contribution to our simple IRA automatically adjust based on pay, or do we need to log in and change it when our pay changes?
A: If your contribution amount is set up as a percentage of your pay then it will automatically adjust when your paycheck changes; however, if you set a specific dollar amount, you will have to make sure to change it manually through Heartland or by reaching out to Jennifer Lowery/HR.
Q: Do paid vacation days accumulate on the calendar quarter, or based on your start date?
A: Vacation days accrue every 90 days following your start date. If you need it, Chad can provide you with a vacation day balance statement.
Q: What is the policy on replacing older company vehicles?
A: A new fleet maintenance process went into effect yesterday, which will mandate that vehicles be replaced after reaching 100K miles. Old vehicles will be returned to the manufacturer, who will resell them. Going forward, company vehicles will be RAM Promaster vans.
Q: What are the guidelines for repairing or replacing a damaged company phone?
A: According to the electronic devices section in the company handbook (which can be accessed through Zenefits), the Repair and Replacement Policy states that Loc-Doc will cover the first hundred dollars, and the employee is responsible for the rest either up front or via payroll deduction. Incidents should be reported and repaired immediately.
Q: Are we hiring?
A: We are currently projected to entire a new hiring phase for additional technicians in April or May, so if you know anyone who may be a good fit, feel free to let them know. That group of new hires will include technicians to be based at the Anderson location, though it remains to be seen whether they will undergo their training in Charlotte. Chad has set a goal to add ten new team members this year. Currently, the application form is being reworked with Andrew Moody's help to take the Culture Index test into account, which is one reason there is nowhere to apply to work for Loc-Doc on our website at this time. If anyone has applied for a job with us recently, before the new form could be posted, they'll just fill out the Culture Index test separately.
Q: When a position opens up inside the company, how can a current employee submit their candidacy to be considered?
A: With Loc-Doc's current model, when a new position opens up, the preference is actually to look for an internal promotion first before accepting applications from outside the company. If you are interested in a different position within the company, led someone in management know.
Q: Does Loc-Doc have a policy on sponsoring further education undertaken for the job?
A: There isn't anything formally written on this subject, but if you're considering enrolling in a course that you think will equip you in your current role or for another role within the company, reach out to Chad with that information.
App Development Questions
Q: When will the payment link / quote integration be ready?
A: It's on the horizon, but there are a few other issues ahead of it on the development schedule.
Q: Can the older key records at the Anderson location which are still stored in Framen be integrated into OMS?
A: Eventually yes, but it will likely be a manual process that will take a good deal of time since those 50-60 customers' records can't be exported from the old system.
Q: What is the status of OMS allowing fourth technician to be added to a Site Visit?
A: Lucas is working on an update that will not only remove the current limit to the number of technicians that can be added to a Site Vist, but will also allow for assigning tasks and reminders to office/non-tech employees. This update is currently set to roll out in mid-March.
Q: Will there also be a dashboard in OMS that's unique to the Anderson office?
A: Yes, an Anderson-specific OMS dash is also in the works.
Q: Will there be a new OMS form created for inspecting fire-rated doors?
A: Yes, but first whoever has the information on what that list should include needs to provide it to management or App Dev.
Q: Has anyone other than Derek experienced a bug when saving an item in the "Name Your Price Tool"? He is only able to "save and create new", which prevents him from reviewing an item after creating it.
A: Lucas will check in with Derek to troubleshoot this issue.
Q: How do we handle performing work at a location that requires a facility access forms? Is there a place in OMS for customer documents?
A: If you don't see any relevant forms attached to the Site Visit, go to the Location record and update the Facility Notes with the missing information. If you have been provided with a new form, have the customer to submit it to us directly. Facility access forms are usually only required for parking or doing work that might require an alarm be turned off. In emergency situations they may submit a break-fix form instead. Nathan has some access to a number of facility access forms for our existing customers and can provide them to you if needed.