Meeting Title: Ops Sync Date: 2026-03-06 Meeting participants: Elizah Joy, Rico Rejoso
WEBVTT
1 00:00:22.500 ⇒ 00:00:24.550 Elizah Joy: Hi, Ka, how are you?
2 00:00:26.460 ⇒ 00:00:28.500 Rico Rejoso: Hey, Liza, I’m good, how are you?
3 00:00:28.900 ⇒ 00:00:30.729 Elizah Joy: Alright, I’m also doing good.
4 00:00:32.060 ⇒ 00:00:35.079 Rico Rejoso: Okay, maybe we can jump in?
5 00:00:40.380 ⇒ 00:00:42.029 Rico Rejoso: Let me just share my screen real quick.
6 00:00:42.170 ⇒ 00:00:47.029 Rico Rejoso: Okay, let’s just close, main goal is to close out all the tickets that we have here.
7 00:00:48.290 ⇒ 00:00:58.270 Rico Rejoso: Current cycle. And not to have anything move unless, you know, we didn’t get any response or feedback coming from a team that may require us to inquire a few.
8 00:00:58.780 ⇒ 00:01:04.149 Rico Rejoso: times before we close this out, such as the Sales Navigator confirmation. How are we on this one?
9 00:01:04.560 ⇒ 00:01:08.800 Elizah Joy: Yep, I’ve already, confirmed with Luke on the…
10 00:01:09.040 ⇒ 00:01:13.899 Elizah Joy: Next steps on this, and yeah, we should be good to go with our plan.
11 00:01:14.330 ⇒ 00:01:17.580 Rico Rejoso: Okay, did you… I saw you created a…
12 00:01:17.940 ⇒ 00:01:19.510 Rico Rejoso: Hey, what do you call this?
13 00:01:20.800 ⇒ 00:01:30.119 Rico Rejoso: Transition plan for… For moving to a new plan for Sales Navigator, right?
14 00:01:30.450 ⇒ 00:01:33.320 Elizah Joy: Yep, so that should be in there.
15 00:01:34.180 ⇒ 00:01:35.380 Rico Rejoso: Did you present this?
16 00:01:36.200 ⇒ 00:01:37.390 Elizah Joy: Oh, my…
17 00:01:37.580 ⇒ 00:01:38.500 Rico Rejoso: to them.
18 00:01:39.050 ⇒ 00:01:43.950 Elizah Joy: Just to Luke at the moment. I haven’t sent it to the sales team yet.
19 00:01:48.920 ⇒ 00:01:52.419 Rico Rejoso: Okay, send it out also to operations, okay?
20 00:01:52.870 ⇒ 00:01:53.769 Elizah Joy: Mmm, okay.
21 00:01:54.180 ⇒ 00:02:00.189 Rico Rejoso: And also, just putting the main points there, when we post this, like the decision on the dates.
22 00:02:01.220 ⇒ 00:02:10.340 Rico Rejoso: we’re planning to transition for this, and whose account are we going to use? Did you already inform with them about it?
23 00:02:11.110 ⇒ 00:02:12.800 Elizah Joy: Not yet, too.
24 00:02:13.590 ⇒ 00:02:21.299 Rico Rejoso: Okay, yeah, maybe let’s do that. Let’s point out and also add that to the document. Not sure if it’s sitting here, but I’m not seeing it yet.
25 00:02:23.870 ⇒ 00:02:26.619 Rico Rejoso: Yeah, add the, add the needed…
26 00:02:26.820 ⇒ 00:02:30.770 Rico Rejoso: Like, unneeded info here, like, when are we gonna do this?
27 00:02:30.770 ⇒ 00:02:31.270 Elizah Joy: I wonder.
28 00:02:31.270 ⇒ 00:02:32.620 Rico Rejoso: Gonna start doing this.
29 00:02:32.820 ⇒ 00:02:39.380 Rico Rejoso: Whose account is involved, and… What’s the plan? How much it’s gonna cost?
30 00:02:39.550 ⇒ 00:02:42.589 Rico Rejoso: Monthly, and who are included in the plan.
31 00:02:43.200 ⇒ 00:02:43.940 Elizah Joy: Okay.
32 00:02:44.820 ⇒ 00:02:49.179 Rico Rejoso: Alright, finalize this one so we can, send it out to operations.
33 00:02:51.440 ⇒ 00:02:55.050 Rico Rejoso: transcription Docs.
34 00:02:57.140 ⇒ 00:02:58.929 Rico Rejoso: The following.
35 00:02:59.110 ⇒ 00:03:00.130 Rico Rejoso: realness.
36 00:03:00.960 ⇒ 00:03:02.320 Rico Rejoso: What was it?
37 00:03:03.530 ⇒ 00:03:04.930 Rico Rejoso: use account…
38 00:03:05.730 ⇒ 00:03:06.840 Elizah Joy: When?
39 00:03:07.730 ⇒ 00:03:10.360 Rico Rejoso: When the transition will happen.
40 00:03:11.040 ⇒ 00:03:12.620 Elizah Joy: And how much?
41 00:03:13.700 ⇒ 00:03:20.820 Rico Rejoso: Costs… We’re using… be members…
42 00:03:29.400 ⇒ 00:03:31.780 Rico Rejoso: I guess that’s it.
43 00:03:32.110 ⇒ 00:03:33.160 Elizah Joy: And…
44 00:03:35.990 ⇒ 00:03:37.870 Rico Rejoso: Post to ops…
45 00:03:38.410 ⇒ 00:03:39.810 Elizah Joy: Yep, and sales.
46 00:03:40.190 ⇒ 00:03:42.120 Rico Rejoso: Ops and Sales Challenge.
47 00:03:43.410 ⇒ 00:03:53.379 Rico Rejoso: So let’s channel. Okay, yeah, let’s do that so we can close this out. Once we got confirmation and approval, when should we make the payment?
48 00:03:57.140 ⇒ 00:03:58.860 Rico Rejoso: When should we make the payment, by the way?
49 00:03:59.650 ⇒ 00:04:03.460 Elizah Joy: We should be able to do that next week.
50 00:04:03.980 ⇒ 00:04:08.889 Elizah Joy: Okay. Once we’ve got the approval. Earliest would be Monday.
51 00:04:09.790 ⇒ 00:04:13.689 Rico Rejoso: Okay, so we can… we can set that up, but…
52 00:04:13.940 ⇒ 00:04:17.459 Rico Rejoso: It will start by the 27th, right?
53 00:04:17.860 ⇒ 00:04:19.310 Rico Rejoso: Yep, 27.
54 00:04:19.540 ⇒ 00:04:20.190 Rico Rejoso: Save it.
55 00:04:22.570 ⇒ 00:04:24.959 Elizah Joy: Yep, because we can switch to the plans.
56 00:04:25.320 ⇒ 00:04:28.690 Elizah Joy: Can I say, cause, in Robert’s account.
57 00:04:29.050 ⇒ 00:04:29.880 Rico Rejoso: Oh, sorry?
58 00:04:30.040 ⇒ 00:04:31.560 Rico Rejoso: Went by the 27th.
59 00:04:33.600 ⇒ 00:04:37.349 Elizah Joy: Hmm, we can… do either, but I do…
60 00:04:38.710 ⇒ 00:04:47.110 Elizah Joy: Yeah, let’s just do the 27th so that, to be sure. We can do… actually, we can change, like, we can switch plans.
61 00:04:47.640 ⇒ 00:04:56.500 Elizah Joy: But I do… not 27, let’s do 26, because 27, it’s gonna bill us for another… Billing cycle.
62 00:04:56.600 ⇒ 00:04:59.219 Elizah Joy: For the personal account, then we don’t want to…
63 00:05:00.410 ⇒ 00:05:01.080 Rico Rejoso: Okay.
64 00:05:01.720 ⇒ 00:05:04.260 Rico Rejoso: Also lay out when to cancel,
65 00:05:06.390 ⇒ 00:05:10.199 Rico Rejoso: When to cancel, and when to make the payment, alright?
66 00:05:10.330 ⇒ 00:05:14.869 Rico Rejoso: Because I think those details are important, because if we cancel it late.
67 00:05:15.070 ⇒ 00:05:22.449 Rico Rejoso: Or let’s say after the 27th, or during the 27th, it might not reflect during that, and might have to stay for another 30 days there.
68 00:05:22.570 ⇒ 00:05:27.819 Rico Rejoso: So, if we need to cancel earlier, let’s do that. Not sure how it works, to be honest, so maybe…
69 00:05:28.750 ⇒ 00:05:35.679 Rico Rejoso: research about it, on when to cancel. Alright, those small details are important for making these decisions right away, so let’s.
70 00:05:35.680 ⇒ 00:05:36.300 Elizah Joy: Sweet.
71 00:05:36.330 ⇒ 00:05:40.200 Rico Rejoso: have those in a document or in the transition plan, okay?
72 00:05:42.220 ⇒ 00:05:44.510 Rico Rejoso: Alright, anything else on this?
73 00:05:46.640 ⇒ 00:05:47.550 Elizah Joy: Thank you guys.
74 00:05:47.850 ⇒ 00:05:48.980 Rico Rejoso: That’s not.
75 00:05:48.980 ⇒ 00:05:49.940 Elizah Joy: Once he gets.
76 00:05:49.940 ⇒ 00:05:50.650 Rico Rejoso: this.
77 00:05:50.790 ⇒ 00:05:57.910 Rico Rejoso: Let’s just gain confirmation if they’re good to go, or let us, you know, get their feedback. Once we get their feedback.
78 00:05:58.360 ⇒ 00:06:01.539 Rico Rejoso: That’s when we can debate on what’s the best…
79 00:06:01.650 ⇒ 00:06:10.030 Rico Rejoso: You know, we’re just making a suggestion for now, then we’re gonna receive their feedback so we can, you know, come up with different ideas on when, what, or how should this be done.
80 00:06:10.540 ⇒ 00:06:11.610 Elizah Joy: Okay.
81 00:06:12.310 ⇒ 00:06:12.930 Rico Rejoso: Okay.
82 00:06:13.170 ⇒ 00:06:19.529 Rico Rejoso: Alright, that’s it for the Sales Navigator. How about for the updated team? What was the last response we got here?
83 00:06:19.850 ⇒ 00:06:27.730 Elizah Joy: This is still in progress, so we’re gonna do the W-2 transition plan. I’ve already had that updated in…
84 00:06:27.940 ⇒ 00:06:32.719 Elizah Joy: Cursor, so it’s just sending those over for review.
85 00:06:35.030 ⇒ 00:06:38.920 Rico Rejoso: We haven’t sent this one to the Slack thread that we had with Finance.
86 00:06:39.190 ⇒ 00:06:40.290 Elizah Joy: Not yet.
87 00:06:41.700 ⇒ 00:06:42.989 Rico Rejoso: But it is done, right?
88 00:06:43.470 ⇒ 00:06:48.310 Elizah Joy: Yep, I have it in cursor, then just updating in Notion.
89 00:06:49.840 ⇒ 00:06:51.290 Rico Rejoso: Why haven’t we sent it yet?
90 00:06:52.110 ⇒ 00:06:55.620 Elizah Joy: I haven’t updated it in Notion yet.
91 00:06:58.750 ⇒ 00:06:59.510 Rico Rejoso: Okay.
92 00:06:59.710 ⇒ 00:07:03.999 Rico Rejoso: I think those are quick fix. Let’s send this out, okay?
93 00:07:04.360 ⇒ 00:07:05.029 Elizah Joy: Oh my god.
94 00:07:05.030 ⇒ 00:07:20.479 Rico Rejoso: If you have it edited already, or if you have the final draft already, so that we can get the team… I mean, Megan’s out, probably won’t get any response either, I mean, anything today, maybe tomorrow or Monday, we can get a response from Megan, but it’s…
95 00:07:21.320 ⇒ 00:07:23.839 Rico Rejoso: you know, respond to them ASAP as we go.
96 00:07:23.840 ⇒ 00:07:24.370 Elizah Joy: Okay.
97 00:07:24.560 ⇒ 00:07:25.909 Rico Rejoso: finalize that, okay?
98 00:07:26.410 ⇒ 00:07:26.790 Elizah Joy: Okay.
99 00:07:27.960 ⇒ 00:07:31.080 Rico Rejoso: Let’s just send it out, okay? Let’s not delay it further.
100 00:07:31.760 ⇒ 00:07:32.410 Elizah Joy: Okay.
101 00:07:44.430 ⇒ 00:07:58.170 Rico Rejoso: Okay, once you send that out, just reply there that it’s been sent, then close out, okay? Whenever you make updates on the tickets that you’re working, just put in a comment on what happened, and if you think that we’re good to go since you made that comment, you can just close that out after, alright?
102 00:07:58.170 ⇒ 00:07:59.230 Elizah Joy: Okay.
103 00:07:59.740 ⇒ 00:08:09.170 Rico Rejoso: Okay, what are the tickets we have here? The software dashboard fix and the finance aging automation. Did you ever got the time to work on the aging automation, by the way?
104 00:08:09.170 ⇒ 00:08:23.329 Elizah Joy: Yeah, I did look into it today, but, the challenge that we do have was connecting QuickBooks. I did, attach earlier here the, like, how we can… how we should be connecting QuickBooks.
105 00:08:24.660 ⇒ 00:08:26.639 Rico Rejoso: Okay. And then…
106 00:08:26.640 ⇒ 00:08:27.350 Elizah Joy: Yep.
107 00:08:27.890 ⇒ 00:08:28.610 Elizah Joy: Yep.
108 00:08:29.860 ⇒ 00:08:33.929 Rico Rejoso: Okay, I’m gonna look to, look into it, and see how we…
109 00:08:34.370 ⇒ 00:08:39.680 Rico Rejoso: We can get into this, dashboard, what are the next steps here?
110 00:08:40.120 ⇒ 00:08:41.210 Elizah Joy: Hmm, yep.
111 00:08:41.549 ⇒ 00:08:46.300 Rico Rejoso: Like, yeah, Mustafa hasn’t gotten into it yet, because he’s got…
112 00:08:46.550 ⇒ 00:08:50.100 Elizah Joy: Some client works that he’s finishing.
113 00:08:51.330 ⇒ 00:08:54.969 Rico Rejoso: Okay, let’s see if I haven’t responded.
114 00:08:55.680 ⇒ 00:08:58.089 Rico Rejoso: So, currently, this is blocked.
115 00:08:58.450 ⇒ 00:09:05.029 Rico Rejoso: Respond yet… This is not too, but rather blah.
116 00:09:06.810 ⇒ 00:09:09.530 Rico Rejoso: And I don’t think we can make it today, since it’s super.
117 00:09:09.530 ⇒ 00:09:10.380 Elizah Joy: Hmm.
118 00:09:10.380 ⇒ 00:09:12.069 Rico Rejoso: Let’s go into the next quint.
119 00:09:13.320 ⇒ 00:09:14.260 Elizah Joy: Alright.
120 00:09:14.260 ⇒ 00:09:16.239 Rico Rejoso: So we just have this field.
121 00:09:16.240 ⇒ 00:09:17.060 Elizah Joy: Yeah.
122 00:09:17.350 ⇒ 00:09:19.419 Rico Rejoso: Documentation Sales Navigator.
123 00:09:19.550 ⇒ 00:09:21.340 Rico Rejoso: Stove, I have a few here.
124 00:09:21.450 ⇒ 00:09:26.989 Rico Rejoso: which requires, intervention from our executives, but I still haven’t gotten any response yet.
125 00:09:28.040 ⇒ 00:09:34.149 Rico Rejoso: close response, so we can close this out, especially like this too. And I haven’t got any response from…
126 00:09:34.260 ⇒ 00:09:37.480 Rico Rejoso: Kayla yet on the following as well, so we can work on it.
127 00:09:38.040 ⇒ 00:09:38.670 Elizah Joy: Let me…
128 00:09:39.330 ⇒ 00:09:46.960 Rico Rejoso: I’m gonna work on the finance aging automation that you sent out, so maybe you can close this… I can close out my task here, and you can move on to working on this for today.
129 00:09:47.230 ⇒ 00:09:53.640 Rico Rejoso: Alright? Other than that, let’s talk about the… Company meeting day.
130 00:09:54.510 ⇒ 00:09:55.450 Elizah Joy: Mmm.
131 00:09:56.650 ⇒ 00:10:02.089 Rico Rejoso: So what do we have here? I mean, before we jump into this, I’m sorry, do you have any questions so far? What is this?
132 00:10:02.670 ⇒ 00:10:07.449 Elizah Joy: That’s Saron’s, icebreaker and lab share.
133 00:10:10.140 ⇒ 00:10:11.530 Rico Rejoso: I’m sorry, what was that?
134 00:10:11.900 ⇒ 00:10:15.539 Elizah Joy: Oh, that is Zoran’s Icebreaker and LabShare.
135 00:10:15.780 ⇒ 00:10:21.050 Elizah Joy: Yeah, I’ve… Added in a section for Akayla here.
136 00:10:21.560 ⇒ 00:10:25.030 Elizah Joy: So, I’m not sure if she wants to…
137 00:10:25.570 ⇒ 00:10:39.079 Elizah Joy: do any recruitment updates, but I told her that it’ll be good if she could add in some updates, because all of the departments would be giving updates. Well, it’s not a matter if she wanted it to or not, but she happened.
138 00:10:39.560 ⇒ 00:10:40.390 Elizah Joy: Yeah.
139 00:10:40.390 ⇒ 00:10:43.560 Rico Rejoso: Bing her that, aka, I need your equipment updates here.
140 00:10:44.290 ⇒ 00:10:46.700 Rico Rejoso: I’m not sure, they might do it last minute.
141 00:10:46.950 ⇒ 00:10:52.939 Elizah Joy: Yeah, Luke’s gonna do his, I think, last minute. He’s always, done that that way.
142 00:10:53.360 ⇒ 00:10:54.340 Rico Rejoso: Okay.
143 00:10:54.940 ⇒ 00:10:58.690 Rico Rejoso: For the operations, just focus on the operations, what we’re gonna do. This is just a quick.
144 00:10:59.460 ⇒ 00:11:03.040 Rico Rejoso: I’m just gonna inform about the,
145 00:11:04.900 ⇒ 00:11:13.600 Rico Rejoso: Regardless. Some of the, some of the ask and automation we have, such as Lenya asks?
146 00:11:15.300 ⇒ 00:11:22.120 Rico Rejoso: Which is the out-of-office form, the sick form that we just recently created.
147 00:11:23.110 ⇒ 00:11:26.130 Rico Rejoso: Okay, and then request expense and request access.
148 00:11:26.420 ⇒ 00:11:27.300 Rico Rejoso: Alright.
149 00:11:29.450 ⇒ 00:11:30.120 Rico Rejoso: Okay.
150 00:11:30.460 ⇒ 00:11:32.599 Rico Rejoso: These are all the policies that we have, right?
151 00:11:32.760 ⇒ 00:11:37.470 Rico Rejoso: Yeah. And, also update them that we can, like, Get into them.
152 00:11:37.630 ⇒ 00:11:42.030 Rico Rejoso: Within… or within the next 48 hours after the request.
153 00:11:42.340 ⇒ 00:11:43.370 Elizah Joy: Definitely.
154 00:11:44.070 ⇒ 00:11:48.700 Rico Rejoso: That’s our service level agreement, and… What else?
155 00:11:49.040 ⇒ 00:11:52.939 Rico Rejoso: We’ll be sending it… we’ll be sending this out on… Slack as well.
156 00:11:52.940 ⇒ 00:11:53.490 Elizah Joy: Yep.
157 00:11:53.490 ⇒ 00:11:53.940 Rico Rejoso: message.
158 00:11:53.940 ⇒ 00:12:03.199 Elizah Joy: Yeah, I’ve already scheduled that for later today, I think. Yep, 30 minutes after the retro.
159 00:12:03.970 ⇒ 00:12:04.630 Rico Rejoso: Sweet.
160 00:12:05.440 ⇒ 00:12:10.169 Rico Rejoso: Yeah, let’s do that. So, I don’t think we’re gonna take 5 minutes to explain all the things.
161 00:12:10.170 ⇒ 00:12:11.620 Elizah Joy: Yeah.
162 00:12:12.280 ⇒ 00:12:16.560 Rico Rejoso: Yeah, so maybe I could just… Oh, you’re paying, okay.
163 00:12:19.520 ⇒ 00:12:24.179 Rico Rejoso: Okay, I can just do this, and maybe you can chime in if you have anything to add.
164 00:12:24.950 ⇒ 00:12:25.610 Elizah Joy: Okay.
165 00:12:25.890 ⇒ 00:12:29.520 Rico Rejoso: Alright, for now, yeah, I could just spin everything here, take it over.
166 00:12:29.770 ⇒ 00:12:33.040 Rico Rejoso: Just let me know if you get any point of discussion that you want to have.
167 00:12:35.710 ⇒ 00:12:40.249 Elizah Joy: I think, yeah, that should be good for now.
168 00:12:41.180 ⇒ 00:12:43.030 Rico Rejoso: Okay. For the ops update.
169 00:12:43.750 ⇒ 00:12:52.789 Rico Rejoso: Okay, I’m also gonna run through so quick a bit to see if we have anything else to add here, but if anything, just let me know and we can, you know, edit this and insert it here.
170 00:12:53.070 ⇒ 00:12:54.000 Rico Rejoso: Right?
171 00:12:56.040 ⇒ 00:12:56.820 Rico Rejoso: What else?
172 00:12:57.600 ⇒ 00:13:04.990 Rico Rejoso: I think that’s it. Let’s just close out the remaining tasks that we have. I might hand off some of the tasks
173 00:13:05.140 ⇒ 00:13:09.799 Rico Rejoso: Since I received a couple new from the other departments that I’ve been working with.
174 00:13:10.060 ⇒ 00:13:10.860 Elizah Joy: Mmm.
175 00:13:11.410 ⇒ 00:13:19.399 Rico Rejoso: Yeah, so our structure would be, like, since you’re just focused on operations for now, that includes finance.
176 00:13:19.510 ⇒ 00:13:22.200 Rico Rejoso: Let us… Seals.
177 00:13:22.860 ⇒ 00:13:23.690 Elizah Joy: India.
178 00:13:23.690 ⇒ 00:13:29.909 Rico Rejoso: I’ll try to get you more involved in other departments, such as other tasks that we also do in operations, such as.
179 00:13:29.910 ⇒ 00:13:30.380 Elizah Joy: Beautiful.
180 00:13:30.380 ⇒ 00:13:32.030 Rico Rejoso: And recruitment and stuff.
181 00:13:32.460 ⇒ 00:13:35.849 Rico Rejoso: Before I do so, I want to make sure that I also onboard you and what’s…
182 00:13:36.120 ⇒ 00:13:41.460 Rico Rejoso: What are we currently doing on those other departments that the operations are involved with, right?
183 00:13:41.460 ⇒ 00:13:42.120 Elizah Joy: Yep.
184 00:13:42.120 ⇒ 00:13:42.450 Rico Rejoso: So I.
185 00:13:42.450 ⇒ 00:13:43.230 Elizah Joy: So to speak.
186 00:13:43.230 ⇒ 00:13:44.760 Rico Rejoso: a Q setup, which is required.
187 00:13:44.760 ⇒ 00:13:46.230 Elizah Joy: Excited.
188 00:13:46.640 ⇒ 00:14:02.039 Elizah Joy: Oh, I think this is the call that we’re supposed to have this week that, we weren’t able to schedule. If I remember it correctly, we’ve talked about it yesterday to have a call on that, so I don’t… I don’t think that it’s just gonna be recruitment.
189 00:14:02.490 ⇒ 00:14:05.980 Elizah Joy: But… Yeah, it’s those…
190 00:14:08.140 ⇒ 00:14:08.810 Rico Rejoso: Okay.
191 00:14:08.810 ⇒ 00:14:09.540 Elizah Joy: It’s…
192 00:14:09.930 ⇒ 00:14:13.530 Rico Rejoso: I mean, we have the opposite date, maybe we can discuss it or chime in,
193 00:14:14.320 ⇒ 00:14:32.639 Rico Rejoso: We can try the discussion in, during the opposite date. On the opposite date, let’s try to, if you can try to gather all the tasks that we already are doing, or we have done accomplished during the previous week, that would be better, so we can start working on the slides. So maybe let’s add that. Work on the slide for…
194 00:14:34.400 ⇒ 00:14:35.960 Elizah Joy: Yes, okay.
195 00:14:37.480 ⇒ 00:14:44.480 Rico Rejoso: Slide 4… Date is that 0-10 March 10th.
196 00:14:47.020 ⇒ 00:14:48.690 Rico Rejoso: Here it is.
197 00:14:52.050 ⇒ 00:14:52.950 Rico Rejoso: Oops.
198 00:15:03.660 ⇒ 00:15:06.160 Rico Rejoso: Manage is the operations.
199 00:15:06.530 ⇒ 00:15:07.720 Rico Rejoso: Okay, I’m…
200 00:15:09.240 ⇒ 00:15:16.059 Rico Rejoso: Yeah, so you could start working on this as well. You can gather it and update it there. I guess…
201 00:15:16.540 ⇒ 00:15:19.369 Rico Rejoso: Same format. What else should we add there?
202 00:15:21.100 ⇒ 00:15:21.720 Elizah Joy: for this…
203 00:15:22.140 ⇒ 00:15:23.990 Rico Rejoso: Yeah, for next week’s sync.
204 00:15:25.960 ⇒ 00:15:27.440 Elizah Joy: Aw, yep.
205 00:15:30.300 ⇒ 00:15:34.550 Elizah Joy: Because I think, for the next sync, what we’re gonna do, right, so we’re gonna have…
206 00:15:34.800 ⇒ 00:15:52.870 Elizah Joy: briles, and then ours. So, I think, for the format, we did a good, the format that we had this week was good, because we have… we cover, like, different, areas or departments that we’re also involved in. So, I think let’s do the same for next week.
207 00:15:54.090 ⇒ 00:15:54.740 Rico Rejoso: Okay.
208 00:15:55.020 ⇒ 00:16:03.720 Rico Rejoso: Yeah, we can do that. At the same time, I’m also trying to collate, any database that is necessary, or the operations for handling body points.
209 00:16:04.060 ⇒ 00:16:11.159 Rico Rejoso: Which is for recruitment, but we’re putting it here, since operations is exclusively for operations team only.
210 00:16:11.340 ⇒ 00:16:13.030 Elizah Joy: Onboarding.
211 00:16:13.030 ⇒ 00:16:21.700 Rico Rejoso: or expense requests, we still have this, so you might need to provide an update if this were… what is alternative? What does alternative mean?
212 00:16:22.100 ⇒ 00:16:34.070 Elizah Joy: Oh, this is, like, suggesting an alternative, because this is the software, right? And then… we… I have… I did not close this one out yet, but we’ve already got a plan to transition
213 00:16:34.540 ⇒ 00:16:52.120 Elizah Joy: Kayla from the Recruiter, like, free trial that she’s got to the Sales Navigator plan. So, alternative is, like, suggesting an alternative route that we can do. Same with Awash. Awash has mentioned that he’s still using… because I checked in with him, he’s… if he’s already
214 00:16:52.340 ⇒ 00:17:03.070 Elizah Joy: bought the Crisp app. I pinged him again, and he mentioned that he’s still using the Zoom one, so we want to try that one out first.
215 00:17:03.820 ⇒ 00:17:06.849 Rico Rejoso: So, are we gonna buy? What’s the decision for this?
216 00:17:07.230 ⇒ 00:17:10.469 Elizah Joy: Mmm, not at the moment, because I’m using Zoom.
217 00:17:10.819 ⇒ 00:17:13.049 Rico Rejoso: So, we’re good with this, or should we…
218 00:17:13.599 ⇒ 00:17:16.239 Elizah Joy: Yep, we can close that one for our wage.
219 00:17:17.970 ⇒ 00:17:21.410 Rico Rejoso: So we can say that this is declined.
220 00:17:22.170 ⇒ 00:17:25.559 Rico Rejoso: And for this one, I know we put in…
221 00:17:25.800 ⇒ 00:17:32.720 Rico Rejoso: I mean, if you made those updates here, especially for expense requests, if we have a different or separate discussion.
222 00:17:33.100 ⇒ 00:17:34.030 Elizah Joy: administrate that.
223 00:17:34.330 ⇒ 00:17:39.619 Elizah Joy: Kayla will be added to the Sales Navigator team plan, which I think would be a better alternative, rather than the recruiter.
224 00:17:40.580 ⇒ 00:17:43.010 Rico Rejoso: Maybe you can put in a comment here, or a note here?
225 00:17:43.010 ⇒ 00:17:43.870 Elizah Joy: Oh, okay.
226 00:17:43.870 ⇒ 00:17:46.030 Rico Rejoso: On what’s the current situation, so…
227 00:17:46.030 ⇒ 00:17:46.710 Elizah Joy: Good morning.
228 00:17:46.710 ⇒ 00:17:53.859 Rico Rejoso: me, who doesn’t have any context on what’s happening, you can just open this one and, you know, get the context from the cognos that you put in, right?
229 00:17:53.860 ⇒ 00:17:56.460 Elizah Joy: Okay, okay, I’ll add that in.
230 00:17:56.790 ⇒ 00:18:05.979 Rico Rejoso: Okay, yeah. And if that is finalized, and Kayla agreed to it, and, you know, those are the next steps, then maybe we can just close this out.
231 00:18:07.480 ⇒ 00:18:16.000 Rico Rejoso: And… or from alternative to declined, since you mentioned that we’re going to a different software rather than the 1% that are proposed.
232 00:18:17.290 ⇒ 00:18:21.389 Rico Rejoso: So the idea here is we want to make sure that all of this, or, like, doesn’t have anything yet.
233 00:18:22.080 ⇒ 00:18:22.530 Elizah Joy: inflation.
234 00:18:23.680 ⇒ 00:18:24.970 Rico Rejoso: Unless we…
235 00:18:25.080 ⇒ 00:18:33.700 Rico Rejoso: reimbursed it. But other than that, this should all be cleared. Also, I added the escalation database here, which we, record.
236 00:18:33.810 ⇒ 00:18:39.370 Rico Rejoso: All the occurrence of a team member not following any policy as needed, and
237 00:18:39.970 ⇒ 00:18:47.940 Rico Rejoso: What happened, or what are the actions taken, upon, identifying those policies, or violated policies.
238 00:18:48.040 ⇒ 00:18:48.569 Elizah Joy: And all.
239 00:18:48.570 ⇒ 00:18:50.839 Rico Rejoso: Also further, I’m trying to clean up this one.
240 00:18:51.140 ⇒ 00:18:56.680 Rico Rejoso: So, you might see some of your plan here, unless it’s… unless it’s not yet labeled or categorized.
241 00:18:57.460 ⇒ 00:19:13.779 Rico Rejoso: There’s a possibility that the rest of here can be deleted, or archived, not deleted, but archived, if I see, or if I see that those are redundant documents, unnecessary or irrelevant documents to operations, because I’ve already archived a few.
242 00:19:14.440 ⇒ 00:19:15.799 Elizah Joy: So we can…
243 00:19:15.800 ⇒ 00:19:20.799 Rico Rejoso: So we can clean this out. Other than that, I guess, any questions so far?
244 00:19:23.220 ⇒ 00:19:34.080 Elizah Joy: Nothing else for now, but we’re still good on the ops planning meeting later today, right? At 1pm CST, and then the recruitment. Okay.
245 00:19:35.070 ⇒ 00:19:39.819 Rico Rejoso: I have a lot of meeting today.
246 00:19:40.850 ⇒ 00:19:43.469 Rico Rejoso: Yeah, so that’s fine, that’s fine. Okay.
247 00:19:43.470 ⇒ 00:19:54.179 Elizah Joy: Yeah, just one last thing. I keep seeing Sheshu’s name, like, the invites that he sent. Is there a way for us to, like, remove, like, completely remove him?
248 00:19:54.320 ⇒ 00:19:57.160 Elizah Joy: From those, or let’s just delete him.
249 00:19:57.830 ⇒ 00:20:01.830 Rico Rejoso: Yeah, I’m a bit of a… how do you call this?
250 00:20:02.240 ⇒ 00:20:07.480 Rico Rejoso: I’m not a rule breaker, so there’s a rule here that I always set up, that whenever I…
251 00:20:07.980 ⇒ 00:20:08.660 Elizah Joy: Mmm.
252 00:20:08.660 ⇒ 00:20:12.369 Rico Rejoso: where I off-board or delete their account 30 days after their…
253 00:20:12.370 ⇒ 00:20:13.939 Elizah Joy: Oh, okay, okay.
254 00:20:13.940 ⇒ 00:20:21.680 Rico Rejoso: Because there might be, like, files and stuff that they wanted, and once we delete them, we cannot recover those files, and I don’t want to…
255 00:20:21.680 ⇒ 00:20:22.230 Elizah Joy: Castle Spy.
256 00:20:22.230 ⇒ 00:20:23.469 Rico Rejoso: That’s under my name.
257 00:20:23.900 ⇒ 00:20:24.770 Elizah Joy: Yeah.
258 00:20:24.770 ⇒ 00:20:27.310 Rico Rejoso: Cannot manage all the documents and stuff.
259 00:20:27.310 ⇒ 00:20:27.920 Elizah Joy: Yeah.
260 00:20:28.160 ⇒ 00:20:29.469 Rico Rejoso: Wait for 30 days.
261 00:20:29.690 ⇒ 00:20:34.650 Elizah Joy: Oh, okay, got it. So yeah, I did not know about that, but yeah, I think that’s a good, plan.
262 00:20:35.130 ⇒ 00:20:37.309 Rico Rejoso: Bear with me on this, but .
263 00:20:37.310 ⇒ 00:20:38.210 Elizah Joy: Awesome.
264 00:20:38.210 ⇒ 00:20:40.689 Rico Rejoso: Frustrated seeing some of the meetings that
265 00:20:41.390 ⇒ 00:20:47.570 Rico Rejoso: setup, but remember we had that thicket of offboarding and meeting and stuff?
266 00:20:47.900 ⇒ 00:20:49.030 Elizah Joy: Mmm, yeah.
267 00:20:49.240 ⇒ 00:20:55.140 Rico Rejoso: What was… what did we do to that, or what was the outcome of that ticket?
268 00:20:55.670 ⇒ 00:21:10.890 Elizah Joy: Oh, it’s the… it’s just an additional step for when we afford team member, like, a check… not a checklist, but an updated step. Forin, when we afford them, we make sure that, like, any meetings that they do have within the next
269 00:21:11.250 ⇒ 00:21:17.200 Elizah Joy: 7 days, 7 to 14 days. It does not show up on the other…
270 00:21:17.310 ⇒ 00:21:31.660 Elizah Joy: team members, like, calendars, if that makes sense. Like, the same that happened, I think that’s with Awash, if I remember correctly. Like, a meeting with an afforded team member, or I think that’s Cheshire, even. Like, we haven’t…
271 00:21:32.180 ⇒ 00:21:41.699 Elizah Joy: They’re a bit confused, because we haven’t had, like, we did not say that. We’ve awarded Cheshire. So, now that I know that we do, like, the 30-day
272 00:21:43.360 ⇒ 00:21:56.269 Elizah Joy: We have the 30-day time period before we completely delete them. I’ll update that step into just sending a Slack message to those people that they were supposed to have a meeting with.
273 00:21:56.470 ⇒ 00:22:04.150 Elizah Joy: And say that it’s canceled. But we are not… we’re not gonna remove them from our database yet for 30 days.
274 00:22:04.400 ⇒ 00:22:20.850 Rico Rejoso: Okay, so my, my, silent rule is kind of messing up with our process. Okay, so is… let me, let us take a look, because, I think initially what I was planning is that to create a Google Apps script wherein if…
275 00:22:20.850 ⇒ 00:22:21.650 Elizah Joy: Hmm.
276 00:22:21.650 ⇒ 00:22:31.079 Rico Rejoso: member was suspended, or if the account was suspended, all the other meetings or their schedule, you will be receiving an email that, hey, this account has been suspended, and the meeting will…
277 00:22:32.280 ⇒ 00:22:35.949 Rico Rejoso: Something like that, so whenever we suspend those folks.
278 00:22:36.200 ⇒ 00:22:40.589 Rico Rejoso: You don’t have to worry about the meetings that they’ve already set up in the future, rather than.
279 00:22:40.590 ⇒ 00:22:41.190 Elizah Joy: Oh.
280 00:22:41.190 ⇒ 00:22:46.469 Rico Rejoso: Participants will receive an email about the team member being suspended, or the account being suspended.
281 00:22:47.080 ⇒ 00:22:54.169 Elizah Joy: Yeah, okay. Yep, I’ll update, our file on that. Then I think, yeah, I can add that.
282 00:22:54.630 ⇒ 00:23:06.279 Elizah Joy: Google script in there for the documentation, but I think, yeah, let’s do the 30-day period wherein we wait for 30 days before we completely delete them. I think it’ll…
283 00:23:06.280 ⇒ 00:23:17.510 Elizah Joy: People who’ll be most impacted on this would be people from, like, the recruitment process, if they have, like, any… if we have any team member from the recruitment or
284 00:23:17.670 ⇒ 00:23:21.930 Elizah Joy: team members who’s gonna have, like, an interview in the next coming days or week.
285 00:23:22.140 ⇒ 00:23:31.350 Elizah Joy: like, the participant or the interviewee might be confused, because that team member is not. And then, How…
286 00:23:31.540 ⇒ 00:23:34.639 Elizah Joy: Like, there should be a team member replacing those.
287 00:23:35.030 ⇒ 00:23:41.349 Elizah Joy: for those meetings. But yeah, I think, yeah, let’s go with that, with the Google Script,
288 00:23:41.530 ⇒ 00:23:48.809 Elizah Joy: Because it’s gonna make things more automated for us. And then sending those, I think, yeah, let’s…
289 00:23:49.360 ⇒ 00:23:50.620 Elizah Joy: Sorry, go ahead.
290 00:23:50.690 ⇒ 00:23:55.310 Rico Rejoso: work on the Google Apps? I don’t know if I have time today to work on that, to be honest.
291 00:23:55.310 ⇒ 00:23:55.960 Elizah Joy: Yep.
292 00:23:56.010 ⇒ 00:23:58.399 Rico Rejoso: Yep, let me explore that one.
293 00:23:58.980 ⇒ 00:24:03.820 Rico Rejoso: Yeah, if you can bring out that ticket again, so we can start working on it instead of.
294 00:24:03.820 ⇒ 00:24:04.260 Elizah Joy: Okay.
295 00:24:04.260 ⇒ 00:24:05.209 Rico Rejoso: Adding a step.
296 00:24:05.490 ⇒ 00:24:06.090 Rico Rejoso: Or the…
297 00:24:06.090 ⇒ 00:24:06.950 Elizah Joy: Hmm.
298 00:24:06.950 ⇒ 00:24:11.969 Rico Rejoso: Documenting it, maybe a step off for an app or an automation could work.
299 00:24:11.970 ⇒ 00:24:12.660 Elizah Joy: Huh.
300 00:24:12.660 ⇒ 00:24:21.530 Rico Rejoso: If it’s something that is beyond our reach, let’s say you’re not really capable of that, because when I was doing the Google Apps script, actually, it’s all AI.
301 00:24:22.100 ⇒ 00:24:23.259 Elizah Joy: Oh.
302 00:24:23.260 ⇒ 00:24:30.049 Rico Rejoso: I kinda manage, but if you, you know, not sure of how that will work for the offboarding meeting.
303 00:24:30.270 ⇒ 00:24:30.745 Elizah Joy: Hmm…
304 00:24:31.220 ⇒ 00:24:38.499 Rico Rejoso: automation, if it’s really difficult, just let… let us… let me know, then we can… we can just decide whether if we should forward it to
305 00:24:38.640 ⇒ 00:24:42.260 Rico Rejoso: the platform team to help us out.
306 00:24:42.910 ⇒ 00:24:45.419 Elizah Joy: Mmm, okay. Yep, I think I.
307 00:24:45.420 ⇒ 00:24:47.270 Rico Rejoso: Just before, we handed off.
308 00:24:47.770 ⇒ 00:24:51.549 Elizah Joy: Okay, yep, I think it’s, I closed that off.
309 00:24:51.810 ⇒ 00:24:58.870 Rico Rejoso: Yeah, because if we’re gonna hand it off, take note, we need to create a formal documentation on what we need, what we want to happen, which is…
310 00:24:59.200 ⇒ 00:25:04.870 Rico Rejoso: Let’s say at the, a step… That is more…
311 00:25:05.130 ⇒ 00:25:07.919 Rico Rejoso: Difficult, rather than us creating it on our own.
312 00:25:09.120 ⇒ 00:25:11.280 Rico Rejoso: We still created documentation for that.
313 00:25:14.600 ⇒ 00:25:17.599 Rico Rejoso: Yep, that’s just it. Let’s just bring that…
314 00:25:17.960 ⇒ 00:25:26.589 Rico Rejoso: ticket back here, or if not, if we can’t find it, that’s fine. Let’s just say, you know, on second thought, let’s not bring that ticket in.
315 00:25:26.590 ⇒ 00:25:27.360 Elizah Joy: Mmm.
316 00:25:27.650 ⇒ 00:25:28.450 Rico Rejoso: So let’s say…
317 00:25:28.450 ⇒ 00:25:29.290 Elizah Joy: That’s created.
318 00:25:29.290 ⇒ 00:25:37.929 Rico Rejoso: year of… For the… what should we name it? Boarding Meeting?
319 00:25:37.930 ⇒ 00:25:42.830 Elizah Joy: Yeah, affording needing automation. It’s… yeah.
320 00:25:43.960 ⇒ 00:25:51.830 Rico Rejoso: Yo… Create a… an automation.
321 00:25:53.420 ⇒ 00:26:03.050 Rico Rejoso: That sends email… Two participants… Oh, plummies.
322 00:26:03.280 ⇒ 00:26:04.500 Rico Rejoso: about them to meet.
323 00:26:04.900 ⇒ 00:26:11.090 Rico Rejoso: Dean… that the… Let’s just… But I’m doing it.
324 00:26:14.140 ⇒ 00:26:18.650 Rico Rejoso: Lord, remember.
325 00:26:18.850 ⇒ 00:26:23.750 Rico Rejoso: Okay, let’s just say it that way for now. And I’ll assign this to you, maybe you can start working on it.
326 00:26:24.190 ⇒ 00:26:28.049 Rico Rejoso: Alright, that’s my prior, but it will definitely help us.
327 00:26:30.730 ⇒ 00:26:31.500 Rico Rejoso: Okay.
328 00:26:32.280 ⇒ 00:26:37.749 Rico Rejoso: Data here. Let me know if this is not, you know… Feasible to accomplish today.
329 00:26:38.150 ⇒ 00:26:41.540 Elizah Joy: If you have capacity to do so once you… Yep, I do.
330 00:26:42.050 ⇒ 00:26:46.200 Rico Rejoso: So that you maybe can try to do your research here. Alright, any questions?
331 00:26:46.650 ⇒ 00:26:50.399 Elizah Joy: Nothing else to, for this.
332 00:26:51.320 ⇒ 00:26:53.260 Elizah Joy: Yep, nothing else for me at all.
333 00:26:53.550 ⇒ 00:26:57.290 Rico Rejoso: Okay, if nothing else, that’s it, I guess.
334 00:26:57.730 ⇒ 00:27:04.310 Rico Rejoso: We’ll see later during our operations meeting. I’ll let you know. I wanted to present everything here, but if…
335 00:27:05.400 ⇒ 00:27:13.679 Rico Rejoso: If you also wanted to take part… if you want also to participate on this, that’s fine. I can let you… have you explain. This is just…
336 00:27:13.680 ⇒ 00:27:16.619 Elizah Joy: Yeah, I think… yeah, you can take this one.
337 00:27:17.410 ⇒ 00:27:18.230 Rico Rejoso: Yeah.
338 00:27:19.650 ⇒ 00:27:20.790 Elizah Joy: So, thanks.
339 00:27:20.840 ⇒ 00:27:21.840 Rico Rejoso: Yeah.
340 00:27:23.540 ⇒ 00:27:33.059 Rico Rejoso: Alright, if that’s it, thank you so much, Eliza. If you have any questions, I’m available through Slack, just let me know, send me a message, and I’ll be… and we can hop up… we can hop on a call if needed, alright?
341 00:27:33.330 ⇒ 00:27:35.589 Elizah Joy: Alright. Thanks so much, Rico.
342 00:27:35.590 ⇒ 00:27:36.550 Rico Rejoso: Have a great one.
343 00:27:36.940 ⇒ 00:27:37.900 Elizah Joy: Thank you.