Plum Grove Staffing / BG-Demo – Onboarding
Callcompleted
Plum Grove Staffing · 3 Aug 2026 15:45
Onboarding call with Brianna Hollis. The timesheet feed stopped loading, likely after payroll changed the export format. Connector owners and duplicate logins were sorted, and a walkthrough on the invoice view was agreed.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call with Brianna Hollis. The timesheet feed stopped loading, likely after payroll changed the export format. Connector owners and duplicate logins were sorted, and a walkthrough on the invoice view was agreed.
What happened: Hamza and Brianna worked through the timesheet feed, which loaded one evening and then stopped. Hamza thinks a payroll change to the export format is the likely cause but wants the new file before saying so.
Customer view: Brianna wants to learn the product first so she can answer the schedulers. She asked for the walkthrough to start with the invoice view.
Commercial: Brianna is told the user count is well inside what is included, so no upgrade is in play yet.
Watch: The orders feed owner has left and Brianna holds it for now. Payroll may be slow to send the file, and Monique and finance must confirm as owners.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Brianna to chase payroll for the new export file and send it to Hamza.
- Hamza to merge duplicate scheduler logins once he has the email addresses.
- Brianna to confirm proposed connector owners with Monique, and Hamza to send the walkthrough.
Risks
As at Fri 9 Oct 2026- The timesheet feed has stopped loading, probably after a payroll change to the export format.
- The orders feed has no confirmed owner and payroll may be slow to supply the new file.
- Brianna may be the single point of knowledge during rollout.
Opportunities
As at Fri 9 Oct 2026- An invoice-view walkthrough could give schedulers a quick win.
Transcript
Hamza AkhtarHi Brianna, you're on mute. There you go. Good afternoon.
Brianna HollisHi Hamza, sorry. The dog decided to join the call. Can you hear me okay?- Hamza AkhtarClear as anything. Did you get a chance to look at the timesheet feed?
- Brianna HollisI did, a bit. It loaded last night, then it didn't load this morning, and I can't see why.
- Hamza AkhtarOkay, that's useful. Can you read me the last load time on the status page? Don't worry about the rest of it.
- Brianna HollisHang on. It says yesterday, around the middle of the afternoon, our time. Then nothing.
- Hamza AkhtarRight. That fits with something changing on your side, not ours. Did anyone update the timesheet system recently?
- Brianna HollisI think so. Somebody in payroll changed the export format. I'm not sure what they changed.
- Hamza AkhtarThat's the most likely cause. I'd rather not guess, though. Could you ask payroll to send the new export file to me when they get a chance?
- Brianna HollisYes, I'll ask. They're not the quickest to reply, so bear with me.
- Hamza AkhtarNo problem. In the meantime, let's go through the connector owners, because I still need a name for two of them.
- Brianna HollisRight, I've looked. The old owner for the orders feed has left, so it's me for now, but I'm not sure I should be.
- Hamza AkhtarFair enough. Who would you suggest instead? Someone who'll still be there in a few months would be ideal.
- Brianna HollisProbably Monique for the commercial side, and someone from finance for invoices. I'd need to check who's free to take it on.
- Hamza AkhtarLet's note both as proposed, and you can confirm with Monique. I'd rather have two confirmed names than four guesses.
- Brianna HollisSounds good. Can I ask a question about the logins? Some of the schedulers have two accounts already.
- Hamza AkhtarYes, that happens. Send me the email addresses and I'll merge them so each person has one login. It's a quick fix.
- Brianna HollisBrilliant. That'll save me a lot of confused emails.
- Hamza AkhtarNow, the first training session. Do you want it with the schedulers, or just you first so you can answer their questions?
- Brianna HollisMe first, definitely. If I'm not comfortable with it, they'll be lost. I'd like to be the one who knows the answers.
- Hamza AkhtarThat's exactly the right instinct. I'll put together a short walkthrough for you and send it over before the next call.
- Brianna HollisThanks. Can it cover the invoice view, because that's what the schedulers keep asking about?
- Hamza AkhtarYes, I'll start there. The question they want answered is where an invoice has got to, so I'll use that as the example.
- Brianna HollisGood. Oh, and the system asked me about a limit on the users. Is that something I should worry about already?
- Hamza AkhtarNot yet. You're well inside what's included. I'll let you know well before it matters, so you don't need to watch it.
- Brianna HollisThat's a relief. Right, I think that's most of my list.
- Hamza AkhtarBrilliant. So, to recap: payroll sends me the new export file, I merge the duplicate logins, you confirm the two owners with Monique, and I send the walkthrough. Anything I've missed?
- Brianna HollisNo, that's it. I'll chase payroll today, honestly, before they forget.
- Hamza AkhtarGood. I'll speak to you again once the file's in. Hopefully it's a quick fix once we see the change.
- Brianna HollisFingers crossed. Thanks, Hamza. Cheers.
- Hamza AkhtarCheers, Brianna. Speak soon.