Written Corrective Action

Employee: Gerry Gimena

Date: 2/6/23

Observations:
● Communications on Slack not answered within the given time frame
● Email drafted in Simplero wasn’t queued hence not sent to potential clients on
time, potentially losing clients
● Did not reply to client for setting up an appointment as instructed
● Randomly missed changing email reply-to address in emails for automations
in Simplero to reply to support@autismtransformed.com, which says he didn’t
double check his work
● Failing to finish tasks on a timely manner
● Failed and seemed confused during task teach back session, when given 2
full days to prepare and learn how to do the task
● Seemed confused about how to schedule an appointment for a client in an
open slot on the calendar
● Failed to properly login in TD for screen capture.

Support Delivered
● Discussed during 1on1 / coaching sessions
● Was given a verbal warning on January 31st
● Held a teach back to clear any gaps
● Luminara held at least 3 1:1 trainings on how to do tasks, with recordings
available

Outline Expected Outcomes

● Be prompt in responding to Slack messages and not take hours to respond
● Be able to finish tasks on a timely manner
● Be more communicative and ask for help if there are confusions in
instructions given

Follow Up Plan
● Constant monitoring and follow through on given tasks
● Constant 1on1 discussion about progress
● Discussion about the Protocols
● Teachback on how-to for certain tasks

Document ID: 886e2659fde8a583737a7a18bacf6349e98d435ef8dea448c983ede50228b60b

 Employee Comments:

Manager Signature:

Signer ID: RVDWJZ9GB9...

Employee Signature:

CEO Signature:

Signer ID: UD2M0XMSD9...

Document ID: 886e2659fde8a583737a7a18bacf6349e98d435ef8dea448c983ede50228b60b