Follow-up from kickoff
Email thread Duddingston Payroll · cs
After the kickoff call, Callie Brennan listed the customer's actions. Euan Drummond supplied read access in writing by 20 Feb 2025. Lorna Cairns's list of client managers is still outstanding.
What was said
What this says
As at Fri 9 Oct 2026After the kickoff call, Callie Brennan listed the customer's actions. Euan Drummond supplied read access in writing by 20 Feb 2025. Lorna Cairns's list of client managers is still outstanding.
Ask: Euan to set up read access, Lorna to name the first client managers, and a note on which payroll queries matter most.
Customer view: Euan agreed the summary matched his notes and delivered the credentials in writing. Lorna did not reply in the thread.
Next: Callie starts field mapping and sends a mapping summary before the refresh is switched on.
The thread
Updated 9 Oct 26Messages
Callie Brennan 17 Feb 2025 13:55Hi Lorna, hi Euan, Thanks for your time on the kickoff call. Here is where we landed, so we are all working from the same list. What I need from your side is: - Euan to set up read access for the first sources we agreed, with the credentials sent to me in writing - Lorna to confirm which client managers should be in the first group of users - a short note on which employers' payroll queries and deadlines matter most to see first Before we switch on the refresh, I will not start any connector until the access is in writing. Once it is, I will map the fields and check that each one maps cleanly before anything goes live. Daniel is copied so he has the full picture on your account. Could you let me have the access details by Thursday 20 February 2025 if possible? If that is tight, tell me and we will re-plan. Thanks, Callie
Euan Drummond 18 Feb 2025 09:58Hi Callie, Thanks for the summary. That matches my notes. I can get read access sorted for the first sources. I need to check one of the permissions with our own IT supplier before I send anything, so it may be Thursday before I have it all. I will send the credentials in writing as you asked, not over the phone. Lorna will confirm the list of client managers separately. Regards, Euan- Callie Brennan 20 Feb 2025 10:53Hi both, Just a quick note to say thank you, Euan, I have the access details and they look complete. I will start on the field mapping this week and will come back to you with a mapping summary before we switch on the refresh. Lorna, I do not have the list of client managers yet. No rush today, but I will need it before we get to the user set-up. I will send a setup note once the first connectors are in place, so Euan has something to run things from. Thanks, Callie