Meeting Title: Operations Leads Weekly Date: 2025-09-08 Meeting participants: Rico Rejoso, Uttam Kumaran


WEBVTT

1 00:06:10.070 00:06:12.220 Uttam Kumaran: Hey, Rico, give me one second.

2 00:06:12.500 00:06:13.030 Rico Rejoso: Sure.

3 00:07:47.280 00:07:47.870 Uttam Kumaran: Okay.

4 00:07:49.160 00:07:50.010 Uttam Kumaran: I’m back.

5 00:07:50.560 00:07:53.690 Rico Rejoso: Okay, let me just share my screen.

6 00:07:54.040 00:07:57.550 Rico Rejoso: And so… Okay,

7 00:07:58.030 00:08:10.390 Rico Rejoso: So this is for this week’s, weekly sync. Most of it are, like, initiatives that were carried over from last week, since we had a shorter week and we weren’t able to.

8 00:08:10.550 00:08:12.980 Rico Rejoso: Had a,

9 00:08:13.170 00:08:21.200 Rico Rejoso: operations meeting. So let’s go first for the legal, which is, reviewing the team contract changes sheet each week.

10 00:08:23.320 00:08:24.110 Rico Rejoso: Okay.

11 00:08:24.150 00:08:25.300 Uttam Kumaran: Yeah, let’s.

12 00:08:25.640 00:08:26.520 Rico Rejoso: Yeah.

13 00:08:26.790 00:08:27.869 Uttam Kumaran: Oh, go for it.

14 00:08:28.560 00:08:36.070 Rico Rejoso: Yeah, I was going through this one, like, we don’t have, like, any major changes for,

15 00:08:36.070 00:08:49.799 Rico Rejoso: for the previous week, but this will be, like, an action item for, I mean, weekly, for us to see if there were, like, any major changes or changes that may affect the contract or the team members. But, if there were, like, can you let me know?

16 00:08:51.040 00:09:00.619 Uttam Kumaran: Yeah, I mean, basically I want to go through and look at all of the rate changes, and I want to go make sure that everybody has up… that that sheet is up to date, so we can go through that now.

17 00:09:00.940 00:09:02.570 Rico Rejoso: To the financial models, right?

18 00:09:02.800 00:09:03.600 Uttam Kumaran: Yes.

19 00:09:08.140 00:09:20.909 Rico Rejoso: Yep, so, like, make sure to update this one, whenever there’s, like, someone onboarded or offboarded. So this is currently the active team members that we have. Just want to confirm the rate for this one. Let’s see.

20 00:09:32.650 00:09:38.019 Rico Rejoso: Okay, so I think, there’s only one missing here, which is, I think, Justin.

21 00:09:39.440 00:09:45.750 Rico Rejoso: So I haven’t added, his rate yet, but I’ll do now. Give me one second.

22 00:09:46.500 00:09:50.420 Uttam Kumaran: Yeah, so, but also, like, for example, if you scroll up…

23 00:09:50.630 00:09:53.569 Uttam Kumaran: We also have Annie, it says active…

24 00:09:54.710 00:09:56.750 Uttam Kumaran: Right, so we have some people here that…

25 00:09:57.180 00:10:03.160 Uttam Kumaran: That are no longer active, right? So… but we… the thing is, like, when you make them inactive, you have to put the date

26 00:10:03.740 00:10:05.140 Uttam Kumaran: it active, too.

27 00:10:06.000 00:10:13.959 Uttam Kumaran: Right? So everybody here, once… once they… once they’re released, we should put the date of release here.

28 00:10:14.460 00:10:15.080 Rico Rejoso: Okay.

29 00:10:15.970 00:10:17.400 Uttam Kumaran: So, looks like…

30 00:10:17.800 00:10:25.280 Uttam Kumaran: And then, for example, if someone gets a new contract, like Brian got a new contract, the date of his old contract ending we should put here.

31 00:10:26.890 00:10:28.420 Rico Rejoso: Oh, yeah, the other one here.

32 00:10:29.270 00:10:30.040 Uttam Kumaran: Yes.

33 00:10:30.040 00:10:30.610 Rico Rejoso: Okay.

34 00:10:31.830 00:10:32.700 Rico Rejoso: My bad.

35 00:10:34.850 00:10:35.690 Uttam Kumaran: No problem.

36 00:10:36.080 00:10:42.450 Uttam Kumaran: So it’ll automatically… so the… the rate active will automatically Update.

37 00:10:47.170 00:10:54.970 Uttam Kumaran: Like, you don’t… you don’t need to actually change the rate active, it’ll automatically change once you do act… once you put the active to.

38 00:10:55.440 00:10:56.429 Rico Rejoso: Oh, okay.

39 00:10:56.570 00:10:57.720 Rico Rejoso: Alright, I got it.

40 00:10:58.050 00:10:59.440 Rico Rejoso: That’s convenient.

41 00:11:00.290 00:11:01.100 Uttam Kumaran: Yes.

42 00:11:08.060 00:11:08.780 Rico Rejoso: B.

43 00:11:18.290 00:11:21.829 Rico Rejoso: Yep, one thing missing would be…

44 00:11:27.820 00:11:28.560 Rico Rejoso: I don’t believe.

45 00:11:45.950 00:11:50.640 Rico Rejoso: Okay, I don’t know why it’s not letting me add another row.

46 00:11:53.870 00:11:57.050 Uttam Kumaran: yeah, click on New Row.

47 00:12:00.420 00:12:00.990 Rico Rejoso: bamboo.

48 00:12:03.120 00:12:07.069 Uttam Kumaran: Yep, just hit OK. So it’s… I’m just gonna make sure that we don’t…

49 00:12:07.550 00:12:08.500 Rico Rejoso: Hmm, okay.

50 00:12:08.500 00:12:10.440 Uttam Kumaran: We don’t accidentally do anything right.

51 00:12:11.490 00:12:16.769 Rico Rejoso: I’ll add, Justine’s… Rate in here.

52 00:12:21.960 00:12:24.299 Rico Rejoso: Yeah, I can do, is it okay if I do this later?

53 00:12:24.580 00:12:27.340 Rico Rejoso: We can just go over this one. I’m just gonna leave this here for now.

54 00:12:27.340 00:12:32.440 Uttam Kumaran: We can do it, we can just… we can… yeah, don’t worry about Justin, but let’s just make sure that everybody that’s active.

55 00:12:32.440 00:12:32.880 Rico Rejoso: Huh.

56 00:12:32.880 00:12:34.840 Uttam Kumaran: That they have everything filled out.

57 00:12:34.840 00:12:35.510 Rico Rejoso: Definitely.

58 00:12:36.570 00:12:40.219 Uttam Kumaran: That would be great.

59 00:12:47.250 00:12:47.930 Rico Rejoso: Okay.

60 00:12:48.460 00:12:51.029 Rico Rejoso: I’ll do that in a second,

61 00:12:51.280 00:12:56.860 Rico Rejoso: I’m going back to our meeting, review outstanding contract that needs URAM review.

62 00:12:56.970 00:13:00.530 Rico Rejoso: So this one’s, we were able to cross this out.

63 00:13:00.740 00:13:06.549 Rico Rejoso: Right now, there’s no… any, current contract. Well, there is, I guess, a partnership that I sent earlier.

64 00:13:06.700 00:13:09.700 Rico Rejoso: Which he requested, on the weekend.

65 00:13:10.440 00:13:12.109 Rico Rejoso: I think I was able to send that out.

66 00:13:12.540 00:13:13.340 Uttam Kumaran: Okay.

67 00:13:13.570 00:13:16.119 Rico Rejoso: That’s for review and,

68 00:13:17.150 00:13:22.110 Rico Rejoso: And afterwards, I can send it for signing. Other than that, I think we’re good with the contract.

69 00:13:22.440 00:13:25.440 Rico Rejoso: There’s no pending contract that needs your attention.

70 00:13:25.590 00:13:26.250 Rico Rejoso: Next one.

71 00:13:26.250 00:13:30.019 Uttam Kumaran: Also, can we… can we put… can we put the tentative people here?

72 00:13:30.130 00:13:33.550 Uttam Kumaran: Like, so one thing I’m gonna do here is I’m gonna… I’ll add…

73 00:13:33.690 00:13:36.900 Uttam Kumaran: I’m gonna add, I’m gonna add Justin here.

74 00:13:37.050 00:13:44.050 Uttam Kumaran: And then, also, tentative, we have… well, we have Justina, right? So, should add, Justina.

75 00:13:45.140 00:13:50.729 Uttam Kumaran: So this is… Tentative for that.

76 00:13:51.050 00:13:53.520 Uttam Kumaran: Tentative for Justin…

77 00:13:53.520 00:13:54.200 Rico Rejoso: Okay.

78 00:13:54.400 00:13:55.810 Uttam Kumaran: Who else?

79 00:13:56.450 00:13:58.610 Uttam Kumaran: Is Alex on this sheet?

80 00:14:00.760 00:14:04.990 Uttam Kumaran: Alex and right? So, well… Which should be.

81 00:14:06.850 00:14:10.759 Uttam Kumaran: So I’m gonna make sure that he is there.

82 00:14:12.210 00:14:13.270 Uttam Kumaran: Oh.

83 00:14:13.270 00:14:14.909 Rico Rejoso: there’s a new contract for Alex?

84 00:14:15.570 00:14:17.440 Uttam Kumaran: No, but he’s not inactive.

85 00:14:18.540 00:14:19.240 Rico Rejoso: Oh, okay.

86 00:14:20.790 00:14:23.070 Uttam Kumaran: Right? Like, I guess that’s what I’m trying to say.

87 00:14:23.620 00:14:28.049 Rico Rejoso: Yeah, actually, I saw this, like, previously, not sure who edited this.

88 00:14:28.690 00:14:34.780 Uttam Kumaran: No, no, no, no, that’s no problem. We just… I know, I just want to make sure that we’re looking at this now weekly, so…

89 00:14:34.780 00:14:35.690 Rico Rejoso: Okay, no worries.

90 00:14:38.420 00:14:46.030 Uttam Kumaran: And then, again, like, don’t edit the status, the rate active directly, we’ll just edit the dates, and then this will update automatically.

91 00:14:46.350 00:14:47.160 Rico Rejoso: Okay, yeah.

92 00:14:54.220 00:14:55.569 Uttam Kumaran: Right, so…

93 00:15:59.170 00:16:04.009 Uttam Kumaran: Yeah, so you can see that some of these people, we just need their end dates. So Alex is not…

94 00:16:04.180 00:16:10.430 Uttam Kumaran: Does it not end it, so… That’s fine, but like… Yeah.

95 00:16:11.220 00:16:11.790 Rico Rejoso: Okay.

96 00:16:14.370 00:16:18.060 Uttam Kumaran: So, Justina starts 9-15.

97 00:16:18.700 00:16:21.810 Uttam Kumaran: Justin started 9-8.

98 00:16:54.320 00:17:04.329 Rico Rejoso: Okay, for, Marian and, for Robert, or Belais, I’ll be just putting the date where the, folder was sent to the offboarded.

99 00:17:05.010 00:17:05.530 Rico Rejoso: Oh.

100 00:17:05.530 00:17:05.940 Uttam Kumaran: Okay.

101 00:17:05.940 00:17:09.939 Rico Rejoso: Well, since there’s no offboarding or notice of termination prior to it.

102 00:17:11.069 00:17:11.789 Uttam Kumaran: Okay.

103 00:17:12.010 00:17:12.700 Rico Rejoso: There you go.

104 00:17:15.859 00:17:17.339 Rico Rejoso: 2, hurdle.

105 00:17:30.130 00:17:30.790 Rico Rejoso: Okay.

106 00:18:19.940 00:18:20.700 Uttam Kumaran: Okay.

107 00:18:20.700 00:18:22.359 Rico Rejoso: Was it all good here?

108 00:18:23.050 00:18:23.560 Uttam Kumaran: Yes.

109 00:18:23.560 00:18:28.350 Rico Rejoso: Just one for Patrick Liblin. He has no contract on his folder.

110 00:18:31.530 00:18:33.129 Uttam Kumaran: Oh, but it’s not terminated.

111 00:18:34.480 00:18:36.279 Uttam Kumaran: Or he has no contract?

112 00:18:36.280 00:18:40.770 Rico Rejoso: Yeah, but I look on documents, so… Let’s see if it… Yeah.

113 00:18:40.810 00:18:41.639 Uttam Kumaran: Okay, okay.

114 00:18:44.320 00:18:50.740 Rico Rejoso: no… no results as well, on Document, so…

115 00:18:51.740 00:18:54.450 Rico Rejoso: So, we might not have any contract for him.

116 00:18:54.660 00:18:55.500 Rico Rejoso: Not sure.

117 00:18:58.710 00:19:00.060 Rico Rejoso: and JP.

118 00:19:01.690 00:19:04.370 Rico Rejoso: Doesn’t have any folder on the drive.

119 00:19:06.960 00:19:12.600 Uttam Kumaran: Okay, that’s fine for now, but we can… I… I’ll… just ask me, and I can go find the old contracts.

120 00:19:12.600 00:19:13.170 Rico Rejoso: Okay.

121 00:19:13.380 00:19:17.600 Rico Rejoso: Yeah, I’ll list them down and send it to the operations, after the meeting.

122 00:19:18.130 00:19:18.800 Uttam Kumaran: Okay.

123 00:19:18.950 00:19:19.550 Rico Rejoso: Okay.

124 00:19:19.680 00:19:25.039 Rico Rejoso: Moving forward, reviewing the client contract should each week.

125 00:19:25.360 00:19:26.500 Rico Rejoso: Singles here.

126 00:19:27.220 00:19:29.019 Uttam Kumaran: Yes, so let’s do that, too.

127 00:19:29.440 00:19:30.100 Rico Rejoso: Okay.

128 00:19:38.350 00:19:41.829 Rico Rejoso: Wait, what that would… what’s that again?

129 00:19:44.350 00:19:52.290 Uttam Kumaran: This was, profit Contract Forecast.

130 00:19:52.440 00:19:53.650 Rico Rejoso: Okay, got it.

131 00:19:55.730 00:19:56.470 Rico Rejoso: Yes.

132 00:19:57.490 00:20:04.509 Rico Rejoso: These are our current, clients, or active clients, how we’re doing.

133 00:20:05.560 00:20:07.289 Rico Rejoso: Yeah, I’ll submit you.

134 00:20:08.850 00:20:12.029 Rico Rejoso: For, the review of the client contract, like.

135 00:20:12.700 00:20:21.789 Rico Rejoso: If there are, like, any changes on their contract, or let’s say… Resigning of contract.

136 00:20:22.200 00:20:23.589 Rico Rejoso: Is that what you meant by that?

137 00:20:24.610 00:20:29.550 Uttam Kumaran: Yeah, so mainly want to make sure that… so everything active, I want to have the start and end dates here.

138 00:20:29.670 00:20:30.260 Rico Rejoso: Huh.

139 00:20:30.950 00:20:35.589 Uttam Kumaran: And then, yeah, I want to just make sure that this is all completely filled with…

140 00:20:35.990 00:20:41.160 Uttam Kumaran: information. So right now, we can just go through and make sure this has everything that

141 00:20:41.380 00:20:46.479 Uttam Kumaran: you know, for everything that’s active and signed, I want to have all the details here.

142 00:20:50.130 00:20:52.560 Rico Rejoso: Alright, let me just take a look at LD.

143 00:20:53.280 00:20:53.940 Uttam Kumaran: Okay.

144 00:21:56.240 00:21:59.900 Rico Rejoso: For insomnia, I think I haven’t got any response yet from Robert.

145 00:22:01.240 00:22:01.830 Rico Rejoso: I mean, I guess…

146 00:22:01.830 00:22:02.350 Uttam Kumaran: Okay.

147 00:22:02.350 00:22:05.290 Rico Rejoso: It’s a contract, but we haven’t responded.

148 00:22:06.450 00:22:07.200 Uttam Kumaran: That’s fine.

149 00:22:07.570 00:22:08.389 Rico Rejoso: Bring them all.

150 00:22:09.210 00:22:16.170 Rico Rejoso: I think that goes same with Eden. We don’t have a contract here for Eden. I’ll try to check on his Upwork later.

151 00:22:16.320 00:22:19.119 Uttam Kumaran: Yeah, the Eden contract is actually the one with Pongo.

152 00:22:19.760 00:22:20.710 Rico Rejoso: Oh, okay.

153 00:22:21.270 00:22:21.970 Uttam Kumaran: Yeah.

154 00:22:27.860 00:22:28.520 Rico Rejoso: conversions.

155 00:23:39.180 00:23:46.759 Rico Rejoso: So, for, FoamPro, I haven’t created a contract yet, so I haven’t, or I don’t have any details yet for this.

156 00:23:46.760 00:23:53.020 Uttam Kumaran: That’s fine, yeah, that’s fine. So, basically everything active, like, for Ellie, right, we need an end date still.

157 00:24:07.090 00:24:14.319 Rico Rejoso: For Ellie, we don’t have a specific end date. It says on the contract that it’s until the services…

158 00:24:14.770 00:24:16.529 Rico Rejoso: Or the deliverables have been met.

159 00:24:18.590 00:24:24.020 Uttam Kumaran: Okay, let’s just put, let’s just put end of the year for that, and then it’s…

160 00:24:24.740 00:24:29.670 Uttam Kumaran: worth asking Robert what that is. But you can just put that there, that’s fine.

161 00:24:30.230 00:24:30.890 Rico Rejoso: Young.

162 00:24:34.320 00:24:35.090 Rico Rejoso: So I’m…

163 00:25:01.260 00:25:01.980 Uttam Kumaran: Okay.

164 00:25:02.460 00:25:03.280 Uttam Kumaran: Great.

165 00:25:05.060 00:25:08.400 Rico Rejoso: So, for, insomnia on a contract proposed…

166 00:25:09.050 00:25:13.809 Rico Rejoso: Net 30… let me just put it here, and this is on an…

167 00:25:16.860 00:25:17.590 Rico Rejoso: Wait.

168 00:25:17.890 00:25:19.400 Rico Rejoso: An hourly basis.

169 00:25:20.320 00:25:22.580 Uttam Kumaran: Okay, okay, so we can put the hourly rate.

170 00:25:23.880 00:25:25.560 Uttam Kumaran: And then the weekly hours.

171 00:25:28.120 00:25:31.250 Rico Rejoso: Maximum, 20 o’clock.

172 00:25:34.580 00:25:36.860 Rico Rejoso: Should I also put the, net 30 here?

173 00:25:37.370 00:25:38.130 Uttam Kumaran: Yes.

174 00:25:40.330 00:25:41.780 Rico Rejoso: This one’s variable.

175 00:25:47.880 00:25:48.790 Rico Rejoso: All set.

176 00:25:50.130 00:25:50.940 Uttam Kumaran: Yes.

177 00:25:52.700 00:25:53.760 Rico Rejoso: There’s checking…

178 00:25:53.760 00:25:54.410 Uttam Kumaran: Beautiful.

179 00:26:00.950 00:26:04.429 Rico Rejoso: Okay, so I think we’re good with the, legal side.

180 00:26:05.220 00:26:09.629 Rico Rejoso: for HR and people, review upcoming interviews.

181 00:26:11.160 00:26:16.429 Rico Rejoso: So I think this is, I mean, I’ll look into this one as well, last week.

182 00:26:16.990 00:26:31.440 Rico Rejoso: Since, like, I don’t have, like… once they set up a meeting through Amber, yours, or Robert’s calendar, or Oish, I don’t get any confirmation on whether they already signed up for what and don’t.

183 00:26:32.980 00:26:34.630 Uttam Kumaran: Okay.

184 00:26:35.750 00:26:43.040 Rico Rejoso: I mean, if… I mean, if it’s possible, I’m not sure, this is not, like, high priority, but once we ramp up for,

185 00:26:43.340 00:26:47.459 Rico Rejoso: recruiting again, we can set up, like, an automation, on Calendar.

186 00:26:47.460 00:26:48.399 Uttam Kumaran: Ed, this is…

187 00:26:49.660 00:26:55.580 Uttam Kumaran: Yeah, this is… This is fine, but I guess my question would be,

188 00:26:59.330 00:27:07.770 Uttam Kumaran: Okay, can we just look, like, this week, like, who’s interviewing right now, and, like, can we go through the applicant sheet and make sure that there’s statuses for

189 00:27:07.980 00:27:09.690 Uttam Kumaran: People that are interviewing?

190 00:27:11.780 00:27:15.000 Rico Rejoso: I mean, I could check that one on cal.com, right?

191 00:27:15.860 00:27:20.159 Uttam Kumaran: Well, I think it’s actually in Notion, right? Like, we should have all the active recruitment.

192 00:27:20.840 00:27:37.690 Rico Rejoso: The thing is, whenever they, like, set up a meeting on the calendar, we don’t get any confirmation, or maybe Amber or you guys receive confirmation. But, I mean, you guys are obviously, so you won’t… someone won’t be updated if there’s, like, an interview scheduled for them, so I can do that.

193 00:27:37.690 00:27:47.259 Uttam Kumaran: I mean, I guess my… I guess my question is just, like, can we look through… that’s okay, but even for, like, if I’m looking at all the applications right now.

194 00:27:47.730 00:27:51.879 Uttam Kumaran: there are some of these where, like, I think we’ve already denied, for example, Syed.

195 00:27:52.150 00:27:56.390 Uttam Kumaran: we need to update a status, right? So if you go to Brainforge Applicants.

196 00:27:56.920 00:27:59.349 Uttam Kumaran: I want to make sure that this spreadsheet is up to date.

197 00:27:59.570 00:28:00.490 Rico Rejoso: Okay, yeah.

198 00:28:01.160 00:28:07.729 Uttam Kumaran: So, for example, like, if we go to triage, Danielle is now in…

199 00:28:07.980 00:28:18.479 Uttam Kumaran: Round 2 scheduled, right? So, I’m gonna move her. Anissa is in… Needs denial… or denial sent.

200 00:28:18.890 00:28:23.510 Uttam Kumaran: Russell… needs…

201 00:28:29.490 00:28:34.130 Uttam Kumaran: Yeah, so all these people need, like, Denial…

202 00:28:37.220 00:28:38.180 Rico Rejoso: Okay, let me just check.

203 00:28:43.420 00:28:44.210 Rico Rejoso: Okay.

204 00:28:44.610 00:28:45.890 Rico Rejoso: We’re also hoping to…

205 00:28:45.890 00:28:48.369 Uttam Kumaran: comedy, like, I can… we can also have,

206 00:28:49.350 00:28:51.989 Uttam Kumaran: Yeah, I’m gonna mark some as need denial, but…

207 00:28:52.480 00:28:55.189 Uttam Kumaran: Some of them, I think we can leave for now.

208 00:28:55.190 00:28:55.870 Rico Rejoso: Okay.

209 00:28:56.360 00:29:11.969 Rico Rejoso: Well, as long as you, like, Alex, you, Amber, you guys provide updates on the recruitment channel, who needs denial, or who needs to be sent an email for denial, I can have that done, and I’ll just update this one moving forward.

210 00:29:12.500 00:29:13.520 Uttam Kumaran: Okay, okay.

211 00:29:16.050 00:29:19.180 Uttam Kumaran: Okay, great, and then if we look at everybody, so…

212 00:29:19.580 00:29:28.929 Uttam Kumaran: Diego Rodriguez… okay, this guy is… Decision pending…

213 00:29:36.340 00:29:40.710 Uttam Kumaran: Okay, round one decision… Wyatt, Patrick…

214 00:29:45.280 00:29:46.710 Uttam Kumaran: Okay. Okay.

215 00:29:47.540 00:29:49.559 Uttam Kumaran: This looks fine right now, then.

216 00:29:50.260 00:29:50.860 Rico Rejoso: Okay.

217 00:29:54.030 00:29:58.870 Rico Rejoso: Well, as long as the triage are updated for each interview or meeting with them.

218 00:29:59.160 00:30:04.689 Rico Rejoso: And once I was informed if there’s needs for anyone to be sent a denial email with.

219 00:30:04.850 00:30:08.500 Rico Rejoso: I’ll go ahead and have this one updated and send them those emails.

220 00:30:09.110 00:30:10.080 Uttam Kumaran: Okay, okay.

221 00:30:10.780 00:30:11.370 Rico Rejoso: Alright.

222 00:30:11.720 00:30:17.390 Rico Rejoso: I think we’re done with that. Offboarding SOP and tool, removal.

223 00:30:18.260 00:30:20.090 Rico Rejoso: So, for this one,

224 00:30:20.200 00:30:28.580 Rico Rejoso: I’m just doing the, general process for it, since, there’s, like, no list of tools for,

225 00:30:29.100 00:30:37.690 Rico Rejoso: each… Individuals, so I just took off their email, let me just show you the… SOP for it.

226 00:30:41.050 00:30:42.340 Rico Rejoso: There you go, hoarding.

227 00:30:44.230 00:30:46.700 Rico Rejoso: So, this one, I’ve been following this one,

228 00:30:46.970 00:30:50.590 Rico Rejoso: For our offboarding for most of the team members.

229 00:30:51.150 00:30:52.299 Rico Rejoso: Previously.

230 00:30:54.310 00:31:07.689 Rico Rejoso: So, for the tool, since I don’t get any information, if, like, awaish, you guys provided access to anyone, what I just remove is the general Brainforge email, Notion.

231 00:31:07.810 00:31:13.860 Rico Rejoso: And… Slack, but I guess once you remove their email, they don’t have access to anything at all, yeah.

232 00:31:17.120 00:31:20.529 Rico Rejoso: So, would this process? Will it still work? Go ahead.

233 00:31:20.530 00:31:22.000 Uttam Kumaran: Yeah, can you send me this link?

234 00:31:22.260 00:31:22.810 Rico Rejoso: Sure.

235 00:31:25.160 00:31:28.950 Rico Rejoso: I’ll send it to you through the operations channel, or do you want it through chat?

236 00:31:36.630 00:31:37.400 Uttam Kumaran: Okay, perfect.

237 00:31:37.970 00:31:39.510 Uttam Kumaran: Let me just read through it really quick.

238 00:32:04.820 00:32:09.549 Uttam Kumaran: Okay, I’ll just make some suggested changes, and you can check it out, so…

239 00:32:09.760 00:32:10.560 Rico Rejoso: Go ahead.

240 00:32:36.410 00:32:40.870 Rico Rejoso: This one, the template for the, Slack message, well, I have in the.

241 00:32:40.870 00:32:41.620 Uttam Kumaran: Okay.

242 00:32:41.620 00:32:42.630 Rico Rejoso: Been doing this.

243 00:32:42.720 00:32:44.130 Uttam Kumaran: But if you wanna… That’s fine.

244 00:32:44.170 00:32:45.490 Rico Rejoso: Or we can remove this one.

245 00:32:50.260 00:32:52.840 Uttam Kumaran: I think we should remove it for now.

246 00:32:52.840 00:32:53.420 Rico Rejoso: Yeah.

247 00:32:54.800 00:32:58.219 Uttam Kumaran: Usually, I’ll send this, or you can send it, but we can just talk about it.

248 00:32:59.680 00:33:02.100 Rico Rejoso: You usually do that one during our retro.

249 00:33:02.100 00:33:03.530 Uttam Kumaran: Bi-weekly, right? Yeah.

250 00:33:04.200 00:33:06.929 Uttam Kumaran: And then for the contract termination.

251 00:33:07.530 00:33:10.260 Uttam Kumaran: I’m gonna also put, like, update

252 00:33:11.050 00:33:17.040 Uttam Kumaran: Can, can we put update, finance model spreadsheet.

253 00:33:17.370 00:33:19.150 Uttam Kumaran: That way we can do it there.

254 00:33:20.220 00:33:20.810 Rico Rejoso: Just copy.

255 00:33:20.810 00:33:22.900 Uttam Kumaran: Cloud…

256 00:33:58.650 00:34:01.309 Rico Rejoso: So, for that, I have this,

257 00:34:01.850 00:34:03.259 Uttam Kumaran: I see, great, okay.

258 00:34:03.880 00:34:05.450 Rico Rejoso: Let me just list it out here.

259 00:34:07.470 00:34:09.630 Rico Rejoso: This one, that I have on linear.

260 00:34:09.790 00:34:11.259 Rico Rejoso: Well, you surely followed as well.

261 00:34:11.260 00:34:13.700 Uttam Kumaran: Okay. Okay, okay, okay, okay, great.

262 00:34:13.960 00:34:16.249 Uttam Kumaran: Alright, that’s fine. You can deny my update, then.

263 00:34:36.489 00:34:40.289 Uttam Kumaran: Okay, okay, cool. This is great. Just wanted to know that we had this, so that’s perfect.

264 00:34:41.710 00:34:42.350 Rico Rejoso: Alright.

265 00:34:42.650 00:34:45.480 Rico Rejoso: Let me go to this, this excerpts.

266 00:34:46.830 00:34:49.849 Rico Rejoso: And, onboarding deck requirements.

267 00:34:50.429 00:34:54.099 Rico Rejoso: So… Well, I created a slide for it.

268 00:34:54.510 00:34:55.520 Rico Rejoso: Let’s see here…

269 00:35:01.890 00:35:08.120 Rico Rejoso: So, I was, like, thinking if we can have, like, I mean, moving forward, I haven’t confirmed the process yet, if we can…

270 00:35:08.380 00:35:16.890 Rico Rejoso: do a initial meeting with me first, then I’ll set up a… I mean, during the onboarding, I usually set up one-on-one meetings with the

271 00:35:17.100 00:35:19.810 Rico Rejoso: Department heads and team members.

272 00:35:20.220 00:35:22.340 Rico Rejoso: Whenever we have, like, new team members.

273 00:35:22.800 00:35:31.959 Rico Rejoso: But also, I was, like, thinking to have, like, an operation, or let’s say an intro deck, where I can, like, inform them who to con… sorry.

274 00:35:32.960 00:35:48.710 Rico Rejoso: inform them who to contact every time, like, they have, like, any questions. Although I do that one and inform them through Slack, like, if you have anything access to who’s needed, you can, like, inform me or send me a message in Slack, but just to be formal, like, set up a meeting with them.

275 00:35:49.850 00:35:56.719 Rico Rejoso: But I think the cons will be, like, it will take up their time, especially if we need to onboard them ASAP.

276 00:35:58.390 00:35:58.929 Rico Rejoso: But it is.

277 00:35:58.930 00:36:05.300 Uttam Kumaran: Yeah, I think one thing that also I want to just talk about is, like, can we do, like, a… can we… can we book, like, a…

278 00:36:05.560 00:36:11.360 Uttam Kumaran: One week, Like, basically, like, week one check-in.

279 00:36:11.600 00:36:16.399 Uttam Kumaran: And a 30-day check-in, 60-day, and 90-day check-in.

280 00:36:17.170 00:36:22.150 Uttam Kumaran: Or at least, like, one week, two weeks, one month.

281 00:36:22.670 00:36:27.709 Uttam Kumaran: Check-in is, like, for every single person with me is… would be, like, the best.

282 00:36:28.610 00:36:31.690 Uttam Kumaran: Or, like, whoever their department manager is, basically.

283 00:36:31.690 00:36:33.639 Rico Rejoso: Yeah, I prefer the managers.

284 00:36:33.640 00:36:34.750 Uttam Kumaran: Yeah, manager.

285 00:36:35.180 00:36:43.320 Rico Rejoso: Yeah, we can have that done. I also have, like, created a 30, 60, 90-day template, so they have, like… I think I created this, like, a month ago.

286 00:36:44.410 00:36:46.130 Rico Rejoso: It’s on the HR.

287 00:36:47.210 00:36:48.150 Rico Rejoso: This one.

288 00:36:48.340 00:36:49.560 Rico Rejoso: Oh, where is it? Yeah.

289 00:36:50.180 00:37:08.490 Rico Rejoso: for each position, I created one. I think I have a general for it, if we want to follow this one. But yeah, I think we can set up a meeting. I’ll add it to my checklist once I onboard them to set up a one-week, 30 days, 60- and 90 days meeting with their department manager.

290 00:37:10.190 00:37:11.120 Rico Rejoso: Would that work?

291 00:37:11.730 00:37:13.050 Uttam Kumaran: Okay, that’s fine.

292 00:37:13.050 00:37:15.409 Rico Rejoso: Okay, I’ll include it, just one second.

293 00:37:30.100 00:37:30.830 Rico Rejoso: the heater.

294 00:37:31.560 00:37:32.570 Rico Rejoso: And…

295 00:37:32.910 00:37:45.589 Rico Rejoso: Last one, this one was, I mean, added just a while ago, update the finance, financial model spreadsheet for, client updates and people payroll, changes. I think we have done this one most part here, on the legal side.

296 00:37:46.250 00:37:46.950 Uttam Kumaran: Okay.

297 00:37:47.290 00:37:48.889 Rico Rejoso: So we’re good with this one.

298 00:37:49.350 00:37:53.199 Rico Rejoso: Here are the re-register, so I think we discussed this.

299 00:37:53.360 00:37:59.659 Rico Rejoso: For decisions and approvals needed, you confirmed the SOP for offboarding, so I think we’re good.

300 00:37:59.860 00:38:02.770 Rico Rejoso: With this, and check the onboarding deck.

301 00:38:02.930 00:38:09.430 Rico Rejoso: Just to confirm, we don’t need to set up, like, an intro meeting with them?

302 00:38:10.120 00:38:11.430 Rico Rejoso: What… what are you thinking?

303 00:38:11.940 00:38:13.029 Uttam Kumaran: For new people.

304 00:38:13.030 00:38:17.009 Rico Rejoso: For new people. I mean, a one-on-one with me, or if we have, like, more.

305 00:38:17.010 00:38:22.570 Uttam Kumaran: I think there should be a one-on-one… I think there should be, like… I think what’s gonna happen is if we start…

306 00:38:22.700 00:38:24.670 Uttam Kumaran: Right now, we’re bringing on…

307 00:38:25.150 00:38:30.870 Uttam Kumaran: I think there should be a meeting with you where you walk them through, like, probably some slides.

308 00:38:31.300 00:38:34.850 Rico Rejoso: Yeah, I have a slide prepared, I have it checked by you.

309 00:38:35.080 00:38:35.920 Rico Rejoso: I’m so good.

310 00:38:38.110 00:38:40.760 Rico Rejoso: Like, I do, like, it’s like an onboarding…

311 00:38:40.820 00:38:42.050 Uttam Kumaran: Yeah. Yeah.

312 00:38:42.050 00:38:45.780 Rico Rejoso: I was thinking of, like, having this done with, Justine.

313 00:38:45.930 00:38:49.979 Rico Rejoso: I just need your confirmation on this if we need any edits or changes.

314 00:38:50.880 00:38:51.630 Uttam Kumaran: Perfect.

315 00:39:01.170 00:39:02.780 Rico Rejoso: So we have, like, their,

316 00:39:02.940 00:39:05.620 Rico Rejoso: One day, day one, week one, and month one.

317 00:39:07.330 00:39:08.990 Rico Rejoso: I mean, you can go ahead and check it out.

318 00:39:16.150 00:39:20.330 Rico Rejoso: So, basically, this one covers, like, how to use Blockify.

319 00:39:20.620 00:39:21.390 Rico Rejoso: And to make sure.

320 00:39:21.390 00:39:22.110 Uttam Kumaran: Yeah.

321 00:39:23.010 00:39:23.940 Rico Rejoso: Share request.

322 00:39:32.500 00:39:39.339 Rico Rejoso: If there’s, any changes needed, or, like, if you want to add more on this, just let me know, and have it done today.

323 00:39:39.990 00:39:41.549 Rico Rejoso: For your checking or interview.

324 00:39:43.870 00:39:47.850 Uttam Kumaran: Yeah, probably I would also add a section on,

325 00:39:48.600 00:39:50.829 Uttam Kumaran: I would probably add a section on Notion.

326 00:39:52.830 00:39:59.640 Uttam Kumaran: Maybe I’ll just… I can just create a new slide here, you can… just for placeholder. I would have something on Notion.

327 00:40:00.200 00:40:10.740 Uttam Kumaran: And I would also have something on… Linear… And then…

328 00:40:11.680 00:40:15.400 Uttam Kumaran: I would also have something on the BrainForge platform.

329 00:40:16.000 00:40:16.640 Rico Rejoso: Okay.

330 00:40:16.950 00:40:21.050 Rico Rejoso: So, it’s like a, a brief,

331 00:40:21.460 00:40:24.380 Rico Rejoso: Explanation of the usage and… or on how we.

332 00:40:24.380 00:40:28.080 Uttam Kumaran: Yeah, like, making sure they have access, they have it installed.

333 00:40:28.080 00:40:29.089 Rico Rejoso: And, like.

334 00:40:29.090 00:40:30.759 Uttam Kumaran: Couple of the key features…

335 00:40:30.760 00:40:31.370 Rico Rejoso: Okay.

336 00:40:32.010 00:40:34.459 Uttam Kumaran: Same thing with Zoom.

337 00:40:35.080 00:40:36.570 Rico Rejoso: Where do we…

338 00:40:36.670 00:40:37.530 Uttam Kumaran: Yeah.

339 00:40:37.610 00:40:44.280 Rico Rejoso: So… Do we grant everyone access to Zoom? Like, For, like, basic.

340 00:40:44.500 00:40:47.099 Uttam Kumaran: I think for the people that are hosting meetings.

341 00:40:47.100 00:40:47.850 Rico Rejoso: Yeah.

342 00:40:47.850 00:40:54.910 Uttam Kumaran: That’s what some teams know, like, for… for engineers, it’s on an ad hoc basis, but for project managers.

343 00:40:55.040 00:40:56.360 Uttam Kumaran: You have to have it.

344 00:40:56.810 00:41:05.129 Rico Rejoso: Okay, I’ll take note of that. So I’m not gonna transfer project managers when, and for the rest of the team, waiting confirmation for the boarding manager’s request.

345 00:41:06.090 00:41:06.890 Uttam Kumaran: Yes.

346 00:41:06.890 00:41:07.440 Rico Rejoso: Okay.

347 00:41:11.880 00:41:21.039 Uttam Kumaran: Yeah, so I think these are, like, kind of everybody should have Notion, ChatGPT, Slack, Linear, and the Rain Forge platform, and Zoom, right? I don’t think there’s anything else…

348 00:41:22.000 00:41:24.620 Uttam Kumaran: Yeah.

349 00:41:25.170 00:41:25.760 Rico Rejoso: Okay.

350 00:41:28.270 00:41:31.779 Rico Rejoso: Maybe I’ll also, like, give them links for this one as a set.

351 00:41:32.090 00:41:33.840 Rico Rejoso: During their, intro.

352 00:41:35.180 00:41:36.959 Rico Rejoso: So they can access or check

353 00:41:38.840 00:41:43.859 Rico Rejoso: Yeah, so for Slack, yeah, and for Slack also, it’s, like, key channels.

354 00:41:44.100 00:41:57.040 Uttam Kumaran: Using statuses… Bending looms, like… Yeah, just like the bike.

355 00:41:57.510 00:42:02.290 Uttam Kumaran: how to use Slack the best, like… Notifications, and mute.

356 00:42:02.740 00:42:05.640 Uttam Kumaran: Mobile, things like that.

357 00:42:06.480 00:42:14.029 Uttam Kumaran: And then also, like, you can also work with… if you want to get this better looking, you can work with the design team to help you build this, but…

358 00:42:14.270 00:42:20.510 Uttam Kumaran: That’s totally fine. The other thing is, I would like us to add a section on,

359 00:42:21.370 00:42:24.430 Uttam Kumaran: getting everybody to follow us and update their LinkedIn.

360 00:42:25.580 00:42:26.829 Rico Rejoso: Oh yeah, good.

361 00:42:27.310 00:42:35.100 Uttam Kumaran: So, I’ll just put a new… I’ll put a new thing for LinkedIn, so it’s like, follow Brainforge, update company.

362 00:42:35.350 00:42:38.039 Uttam Kumaran: things like that, and then also for Slack.

363 00:42:38.500 00:42:44.539 Uttam Kumaran: It’d be great to also have, like, profile photo… Things like that.

364 00:42:46.760 00:42:48.819 Uttam Kumaran: Okay.

365 00:42:58.280 00:42:59.519 Rico Rejoso: And this are all added here.

366 00:43:03.940 00:43:07.989 Uttam Kumaran: And then for Clockify also, I would suggest,

367 00:43:08.140 00:43:11.829 Uttam Kumaran: It’d be great to, show people

368 00:43:12.530 00:43:18.080 Uttam Kumaran: I’ve had the how to use the Buckify calendar.

369 00:43:18.630 00:43:25.850 Uttam Kumaran: did quickly… past hours… Do you use that in Clockify, the calendar thing?

370 00:43:26.070 00:43:27.819 Rico Rejoso: Honestly, I don’t, I’m sorry.

371 00:43:27.820 00:43:31.709 Uttam Kumaran: You should check it out. It’s… you can look at your calendar event.

372 00:43:32.040 00:43:34.820 Uttam Kumaran: quickly say, this was one hour, this was 1 hour.

373 00:43:35.000 00:43:38.009 Rico Rejoso: Oh, so they will upload it directly on the timesheet?

374 00:43:38.620 00:43:39.410 Uttam Kumaran: Yes.

375 00:43:39.610 00:43:43.140 Rico Rejoso: Okay, so I think I need to link… do I have to link my Google for this?

376 00:43:43.140 00:43:48.629 Uttam Kumaran: You will have to, you will have to, but literally, it’s like, if you’re in Clockify, you click this button.

377 00:43:49.070 00:43:50.850 Rico Rejoso: Yeah, aside now.

378 00:43:50.850 00:43:53.719 Uttam Kumaran: Yeah, it’s actually really nice, I use it.

379 00:43:53.720 00:43:55.659 Rico Rejoso: Oh my god, I haven’t been…

380 00:43:56.050 00:43:58.109 Uttam Kumaran: Me too, a little bit.

381 00:43:58.110 00:44:00.179 Rico Rejoso: Manually putting everything down there.

382 00:44:00.560 00:44:02.769 Uttam Kumaran: Yeah, it makes it a little bit easier.

383 00:44:06.120 00:44:06.660 Rico Rejoso: I’ll include.

384 00:44:06.660 00:44:09.709 Uttam Kumaran: The only other piece is, like, I would love to get…

385 00:44:10.100 00:44:15.230 Uttam Kumaran: I want to ask that people in their week one They also,

386 00:44:17.180 00:44:23.429 Uttam Kumaran: Like, people for it to continue to, update on, like, update any onboarding materials.

387 00:44:24.940 00:44:26.160 Uttam Kumaran: As they go.

388 00:44:28.080 00:44:30.360 Rico Rejoso: Okay, what do you mean by, like, the rules?

389 00:44:30.360 00:44:35.859 Uttam Kumaran: For example, if they notice that, like, hey, I’ve tried to onboard, but, like, your steps were a little bit wrong, or, like.

390 00:44:36.360 00:44:43.280 Uttam Kumaran: I wish I learned about this. They can provide you with feedback on how to make this onboarding process better, you know?

391 00:44:44.610 00:44:46.700 Rico Rejoso: Yeah, so, like.

392 00:44:47.230 00:44:56.240 Rico Rejoso: for the week one, day one, and month one updates, I’ll be also asking feedbacks regarding to the onboarding process, so we can have those changes if

393 00:44:56.400 00:44:58.500 Rico Rejoso: Unnecessary or relevant to it.

394 00:45:00.250 00:45:00.920 Uttam Kumaran: Okay.

395 00:45:01.430 00:45:02.000 Rico Rejoso: B.

396 00:45:07.270 00:45:11.300 Uttam Kumaran: And then, probably the only other thing I want to do for the,

397 00:45:13.520 00:45:20.539 Uttam Kumaran: So we have the what do we do, mission, vision, and then I’m gonna create one slide on execution.

398 00:45:21.690 00:45:25.759 Uttam Kumaran: And it would be great here to add something about the OKRs.

399 00:45:25.990 00:45:36.870 Uttam Kumaran: the AORs… I want to talk about writing first, culture, camera on… fail fast.

400 00:45:37.040 00:45:42.850 Uttam Kumaran: like, you know, some of the things that I talk about, which is just, like, what is our culture, you know?

401 00:45:44.420 00:45:50.790 Uttam Kumaran: like… Fail fast, but… Blameless…

402 00:45:54.420 00:45:57.090 Uttam Kumaran: Critique… Loss.

403 00:45:57.200 00:45:58.270 Uttam Kumaran: Gratitude.

404 00:46:00.590 00:46:04.979 Uttam Kumaran: So yeah, maybe we could just write something, and then I just want to share with people, like, how we work, you know?

405 00:46:06.250 00:46:07.090 Rico Rejoso: Definitely, yep.

406 00:46:12.030 00:46:12.750 Uttam Kumaran: Okay.

407 00:46:13.130 00:46:14.000 Uttam Kumaran: Cool.

408 00:46:15.830 00:46:26.200 Rico Rejoso: So, I’ll have this one, or add these changes later on and have you review it. If goods, I can also… I mean, I already informed Hannah about this one, he just… I mean.

409 00:46:26.200 00:46:26.520 Uttam Kumaran: Okay.

410 00:46:26.890 00:46:31.169 Rico Rejoso: That just needs the final output, and you can, like, check it out afterwards.

411 00:46:31.790 00:46:38.540 Rico Rejoso: Okay, so for the action items, moving forward with our meeting, the list of action items we have done so far, I think.

412 00:46:38.770 00:46:39.790 Rico Rejoso: This one?

413 00:46:40.090 00:46:42.260 Rico Rejoso: All of this coming interviews.

414 00:46:42.880 00:47:00.569 Rico Rejoso: This one, I just need to send the emails after this meeting, check onboarding deck, and yep, I think we were able to do all action items as of now, but, I’ll be doing some edits and changes on the previous that we have discussed, and have you review it afterwards, maybe, by end of day, or earlier tomorrow.

415 00:47:01.420 00:47:02.180 Uttam Kumaran: Okay.

416 00:47:02.730 00:47:08.300 Rico Rejoso: Okay, other than that, I think we’re all good to go with the, with our meeting. Is there anything else that you wanted to add?

417 00:47:08.410 00:47:10.139 Rico Rejoso: I can do.

418 00:47:13.800 00:47:15.060 Uttam Kumaran: I think that’s it.

419 00:47:15.060 00:47:27.310 Rico Rejoso: Alrighty. I’ll give a summary on this meeting and post it on the operations, so if there’s any tweaks, changes, needed, or additionals, you could feel free to add those, and I’ll have everything set up.

420 00:47:27.540 00:47:29.070 Rico Rejoso: Asap, alright?

421 00:47:29.520 00:47:30.630 Uttam Kumaran: Okay, okay.

422 00:47:30.630 00:47:32.339 Rico Rejoso: Thank you so much, Utem Oyan.

423 00:47:33.090 00:47:34.489 Rico Rejoso: Have a wonderful week, okay?

424 00:47:34.860 00:47:37.910 Uttam Kumaran: Okay, thank you, dude. Talk to you soon. Okay.