Add Handbook.md benchmark tasks
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{
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"events": {
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"evt-3": {
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"summary": "Floorplan statement reconciliation - Darius Kim",
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"start": {
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"dateTime": "2026-04-01T10:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-01T11:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD1 - March close task: Floorplan statement reconciliation with JM Family Enterprises.",
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"id": "evt-3"
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},
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"evt-4": {
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"summary": "CIT aging report - Noah Alvarez",
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"start": {
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"dateTime": "2026-04-01T11:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-01T12:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD1 - March close task: CIT aging report review.",
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"id": "evt-4"
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},
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"evt-5": {
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"summary": "Commission cutoff - March 16-31",
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"start": {
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"date": "2026-04-01"
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},
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"end": {
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"date": "2026-04-02"
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},
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"description": "March 16-31 commission cutoff - deadline for commission calculation",
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"id": "evt-5"
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},
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"evt-6": {
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"summary": "AP accruals - Caleb Foster",
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"start": {
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"dateTime": "2026-04-02T09:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-02T10:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD2 - March close task: AP accruals review.",
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"id": "evt-6"
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},
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"evt-7": {
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"summary": "Payroll accruals - Leah Morgan",
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"start": {
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"dateTime": "2026-04-02T10:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-02T11:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD2 - March close task: Payroll accruals.",
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"id": "evt-7"
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},
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"evt-8": {
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"summary": "Chargeback tracker reconciliation - Jasmine Patel",
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"start": {
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"dateTime": "2026-04-02T11:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-02T12:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD2 - March close task: Chargeback tracker reconciliation. Monitors product warranty and GAP claims.",
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"id": "evt-8"
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},
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"evt-9": {
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"summary": "Payroll support deadline - submit to Hannah Price",
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"start": {
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"date": "2026-04-03"
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},
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"end": {
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"date": "2026-04-04"
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},
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"description": "BD3 - Deadline to submit payroll support documentation to Hannah Price (HR Manager)",
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"id": "evt-9"
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},
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"evt-10": {
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"summary": "Bank reconciliation all accounts - Renee/Marcus",
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"start": {
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"dateTime": "2026-04-03T09:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-03T11:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD3 - March close task: Bank reconciliation for all accounts.",
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"id": "evt-10"
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},
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"evt-11": {
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"summary": "Inventory rollforward - Darius Kim",
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"start": {
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"dateTime": "2026-04-03T11:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-03T12:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD3 - March close task: Inventory rollforward and reconciliation.",
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"id": "evt-11"
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},
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"evt-12": {
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"summary": "AP payment run",
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"start": {
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"dateTime": "2026-04-07T10:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-07T11:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD5 - Recurring accounts payable payment run.",
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"id": "evt-12"
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},
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"evt-13": {
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"summary": "Open receivable review - Renee Lawson",
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"start": {
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"dateTime": "2026-04-06T13:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-06T14:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD4 - March close task: Review of open receivables and customer AR balances.",
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"id": "evt-13"
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},
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"evt-14": {
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"summary": "All manual journal entries submitted",
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"start": {
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"dateTime": "2026-04-06T14:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-06T15:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD4 - March close deadline: All manual journal entries must be submitted for March period close.",
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"id": "evt-14"
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},
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"evt-15": {
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"summary": "Q2 Property tax accrual review - Caleb Foster",
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"start": {
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"dateTime": "2026-04-07T14:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-07T15:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD5 - Quarterly review: Q2 property tax accrual calculation and review for Orange County, Florida.",
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"id": "evt-15"
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},
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"evt-16": {
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"summary": "Close binder complete and reviewed - Marcus Hale",
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"start": {
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"dateTime": "2026-04-07T15:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-07T16:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD5 - March close task: Close binder must be complete and reviewed.",
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"id": "evt-16"
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},
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"evt-17": {
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"summary": "Controller final sign-off - Elena Brooks",
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"start": {
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"dateTime": "2026-04-09T16:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-09T17:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD7 - March close final step: Controller final sign-off on March 2026 close.",
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"id": "evt-17"
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},
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"evt-18": {
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"summary": "March close review meeting",
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"start": {
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"dateTime": "2026-04-09T14:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-09T15:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "BD7 - Meeting to review completed March close tasks with accounting team. Participants: Elena Brooks, Marcus Hale, and relevant task owners.",
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"id": "evt-18"
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},
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"evt-19": {
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"summary": "AP payment run",
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"start": {
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"dateTime": "2026-04-10T10:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-10T11:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "Recurring accounts payable payment run.",
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"id": "evt-19"
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},
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"evt-20": {
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"summary": "Funding deadline - Deal 4501 Robert Chen / SE Toyota Finance",
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"start": {
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"dateTime": "2026-04-10T09:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-10T09:30:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "Funding deadline reminder for Deal 4501: Robert Chen vehicle funding through Southeast Toyota Finance. Customer: Robert Chen, Vehicle: TBD. This deal must be funded by this date.",
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"id": "evt-20"
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},
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"evt-21": {
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"summary": "Funding follow-up - Deal 4502 Maria Santos / Capital One",
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"start": {
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"dateTime": "2026-04-11T09:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-11T09:30:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "Deal 4502 with customer Maria Santos / Capital One Auto Finance remains unfunded. Follow up with lender immediately.",
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"id": "evt-21"
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},
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"evt-22": {
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"summary": "Funding deadline - Deal 4503 James Whitfield / Ally Financial",
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"start": {
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"dateTime": "2026-04-12T09:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-12T09:30:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "Funding deadline reminder for Deal 4503: James Whitfield vehicle funding through Ally Financial. This deal must be funded by this date.",
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"id": "evt-22"
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},
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"evt-23": {
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"summary": "AP payment run",
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"start": {
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"dateTime": "2026-04-14T10:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-14T11:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "Recurring accounts payable payment run.",
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"id": "evt-23"
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},
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"evt-24": {
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"summary": "Funding deadline - Deal 4504 Angela Torres / Capital One",
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"start": {
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"dateTime": "2026-04-14T09:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-14T09:30:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "Funding deadline reminder for Deal 4504: Angela Torres vehicle funding through Capital One Auto Finance. This deal must be funded by this date.",
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"id": "evt-24"
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},
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"evt-25": {
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"summary": "Begin March sales tax return preparation",
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"start": {
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"dateTime": "2026-04-15T09:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-15T10:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "Begin preparing March 2026 sales tax return for Florida DOR. State tax rate: 6%, County surtax (Orange County): 0.5%.",
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"id": "evt-25"
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},
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"evt-26": {
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"summary": "Commission cutoff - April 1-15",
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"start": {
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"date": "2026-04-16"
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},
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"end": {
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"date": "2026-04-17"
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},
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"description": "April 1-15 commission cutoff - deadline for commission calculation for April 1-15",
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"id": "evt-26"
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},
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"evt-27": {
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"summary": "April mid-month deal review",
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"start": {
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"dateTime": "2026-04-16T10:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-16T11:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "Mid-month review meeting to assess April deal volume, funding status, and any operational issues. Participants: Elena Brooks, Derrick Soto (GM), and department heads.",
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"id": "evt-27"
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},
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"evt-28": {
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"summary": "AP payment run",
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"start": {
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"dateTime": "2026-04-17T10:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"end": {
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"dateTime": "2026-04-17T11:00:00-04:00",
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"timeZone": "America/New_York"
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},
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"description": "Recurring accounts payable payment run.",
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"id": "evt-28"
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},
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"evt-29": {
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"summary": "Trade payoff good-thru - Deal 4509 Thomas Reed / Toyota Financial",
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"start": {
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||||
"date": "2026-04-18"
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||||
},
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||||
"end": {
|
||||
"date": "2026-04-19"
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||||
},
|
||||
"description": "Trade payoff quote good-through date for Deal 4509: Customer Thomas Reed. Trade-in financed through Toyota Financial. Payoff quote expires this date - must close deal by this date or obtain new payoff quote.",
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||||
"id": "evt-29"
|
||||
},
|
||||
"evt-30": {
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||||
"summary": "FILING DEADLINE WARNING - March sales tax due 04/20",
|
||||
"start": {
|
||||
"dateTime": "2026-04-19T09:00:00-04:00",
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||||
"timeZone": "America/New_York"
|
||||
},
|
||||
"end": {
|
||||
"dateTime": "2026-04-19T09:30:00-04:00",
|
||||
"timeZone": "America/New_York"
|
||||
},
|
||||
"description": "REMINDER: March 2026 sales tax return is due tomorrow to Florida Department of Revenue. Ensure filing is ready for submission. State: Florida, County: Orange County.",
|
||||
"id": "evt-30"
|
||||
},
|
||||
"evt-31": {
|
||||
"summary": "March sales tax filing due - Florida DOR",
|
||||
"start": {
|
||||
"date": "2026-04-20"
|
||||
},
|
||||
"end": {
|
||||
"date": "2026-04-21"
|
||||
},
|
||||
"description": "DEADLINE: March 2026 sales tax return due to Florida Department of Revenue. Must file today. Contact: Florida DOR, taxpayer.services@floridarevenue.com",
|
||||
"id": "evt-31"
|
||||
},
|
||||
"evt-32": {
|
||||
"summary": "Trade payoff good-thru - Deal 4501 Robert Chen / Wells Fargo",
|
||||
"start": {
|
||||
"date": "2026-04-20"
|
||||
},
|
||||
"end": {
|
||||
"date": "2026-04-21"
|
||||
},
|
||||
"description": "Trade payoff quote good-through date for Deal 4501: Customer Robert Chen. Trade-in financed through Wells Fargo. Payoff quote expires this date - must close deal by this date or obtain new payoff quote.",
|
||||
"id": "evt-32"
|
||||
},
|
||||
"evt-33": {
|
||||
"summary": "Payroll support deadline - April 1-15",
|
||||
"start": {
|
||||
"date": "2026-04-20"
|
||||
},
|
||||
"end": {
|
||||
"date": "2026-04-21"
|
||||
},
|
||||
"description": "Deadline to submit payroll support documentation for April 1-15 pay period to Hannah Price (HR Manager)",
|
||||
"id": "evt-33"
|
||||
}
|
||||
}
|
||||
}
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||||
+401
@@ -0,0 +1,401 @@
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||||
{
|
||||
"mailbox": {
|
||||
"email": "leah.morgan@sunshineandsetauto.com",
|
||||
"name": "Leah Morgan"
|
||||
},
|
||||
"contacts": [
|
||||
{
|
||||
"email": "leah.morgan@sunshineandsetauto.com",
|
||||
"name": "Leah Morgan"
|
||||
},
|
||||
{
|
||||
"email": "hannah.price@sunshineandsetauto.com",
|
||||
"name": "Hannah Price"
|
||||
},
|
||||
{
|
||||
"email": "elena.brooks@sunshineandsetauto.com",
|
||||
"name": "Elena Brooks"
|
||||
},
|
||||
{
|
||||
"email": "marcus.hale@sunshineandsetauto.com",
|
||||
"name": "Marcus Hale"
|
||||
},
|
||||
{
|
||||
"email": "olivia.mercer@sunshineandsetauto.com",
|
||||
"name": "Olivia Mercer"
|
||||
},
|
||||
{
|
||||
"email": "trent.holloway@sunshineandsetauto.com",
|
||||
"name": "Trent Holloway"
|
||||
},
|
||||
{
|
||||
"email": "jasmine.patel@sunshineandsetauto.com",
|
||||
"name": "Jasmine Patel"
|
||||
},
|
||||
{
|
||||
"email": "sofia.ramirez@sunshineandsetauto.com",
|
||||
"name": "Sofia Ramirez"
|
||||
},
|
||||
{
|
||||
"email": "derek.vaughn@sunshineandsetauto.com",
|
||||
"name": "Derek Vaughn"
|
||||
},
|
||||
{
|
||||
"email": "megan.price@sunshineandsetauto.com",
|
||||
"name": "Megan Price"
|
||||
},
|
||||
{
|
||||
"email": "carlos.vega@sunshineandsetauto.com",
|
||||
"name": "Carlos Vega"
|
||||
},
|
||||
{
|
||||
"email": "talia.nguyen@sunshineandsetauto.com",
|
||||
"name": "Talia Nguyen"
|
||||
},
|
||||
{
|
||||
"email": "noah.alvarez@sunshineandsetauto.com",
|
||||
"name": "Noah Alvarez"
|
||||
},
|
||||
{
|
||||
"email": "priya.bennett@sunshineandsetauto.com",
|
||||
"name": "Priya Bennett"
|
||||
},
|
||||
{
|
||||
"email": "caleb.foster@sunshineandsetauto.com",
|
||||
"name": "Caleb Foster"
|
||||
},
|
||||
{
|
||||
"email": "renee.lawson@sunshineandsetauto.com",
|
||||
"name": "Renee Lawson"
|
||||
},
|
||||
{
|
||||
"email": "darius.kim@sunshineandsetauto.com",
|
||||
"name": "Darius Kim"
|
||||
},
|
||||
{
|
||||
"email": "derrick.soto@sunshineandsetauto.com",
|
||||
"name": "Derrick Soto"
|
||||
},
|
||||
{
|
||||
"email": "grant.ellis@sunshineandsetauto.com",
|
||||
"name": "Grant Ellis"
|
||||
},
|
||||
{
|
||||
"email": "maya.chen@sunshineandsetauto.com",
|
||||
"name": "Maya Chen"
|
||||
},
|
||||
{
|
||||
"email": "evan.ross@sunshineandsetauto.com",
|
||||
"name": "Evan Ross"
|
||||
},
|
||||
{
|
||||
"email": "avery.knight@sunshineandsetauto.com",
|
||||
"name": "Avery Knight"
|
||||
},
|
||||
{
|
||||
"email": "lila.owens@sunshineandsetauto.com",
|
||||
"name": "Lila Owens"
|
||||
},
|
||||
{
|
||||
"email": "claims@safeguardgap.com",
|
||||
"name": "SafeGuard GAP Products"
|
||||
}
|
||||
],
|
||||
"groups": [
|
||||
{
|
||||
"email": "finance-team@sunshineandsetauto.com",
|
||||
"name": "Finance Team",
|
||||
"members": [
|
||||
"elena.brooks@sunshineandsetauto.com",
|
||||
"marcus.hale@sunshineandsetauto.com",
|
||||
"leah.morgan@sunshineandsetauto.com"
|
||||
]
|
||||
}
|
||||
],
|
||||
"folders": [
|
||||
{
|
||||
"name": "Commission Sheets"
|
||||
},
|
||||
{
|
||||
"name": "Payroll Support"
|
||||
},
|
||||
{
|
||||
"name": "Chargeback Offsets"
|
||||
}
|
||||
],
|
||||
"emails": [
|
||||
{
|
||||
"email_id": "1",
|
||||
"folder": "Payroll Support",
|
||||
"subject": "Derek Vaughn Pay Plan Confirmation \u2014 2026",
|
||||
"from_addr": "hannah.price@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": null,
|
||||
"bcc_addr": null,
|
||||
"date": "2026-01-15T10:30:00-04:00",
|
||||
"message_id": "<msg0001@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Leah,\n\nPlease add this pay plan to your records for Derek Vaughn, effective 01/01/2026:\n\nSalesperson: Derek Vaughn\nPay Plan: 25% of total gross\nEffective Date: 01/01/2026\nApproved By: Derrick Soto (GM)\n\nThis applies to all deals posted on or after 01/01/2026.\n\nHannah Price\nHR Manager\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "2",
|
||||
"folder": "Payroll Support",
|
||||
"subject": "Megan Price Pay Plan Confirmation \u2014 2026",
|
||||
"from_addr": "hannah.price@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": null,
|
||||
"bcc_addr": null,
|
||||
"date": "2026-01-16T09:45:00-04:00",
|
||||
"message_id": "<msg0002@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Leah,\n\nPlease add this pay plan to your records for Megan Price, effective 01/01/2026:\n\nSalesperson: Megan Price\nPay Plan: $350 flat per delivered unit\nEffective Date: 01/01/2026\nApproved By: Derrick Soto (GM)\n\nThis applies to all delivered vehicles on or after 01/01/2026. No tiered escalation.\n\nHannah Price\nHR Manager\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "3",
|
||||
"folder": "Payroll Support",
|
||||
"subject": "Carlos Vega Pay Plan Confirmation \u2014 2026",
|
||||
"from_addr": "hannah.price@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": null,
|
||||
"bcc_addr": null,
|
||||
"date": "2026-01-17T11:00:00-04:00",
|
||||
"message_id": "<msg0003@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Leah,\n\nPlease add this pay plan to your records for Carlos Vega, effective 01/01/2026:\n\nSalesperson: Carlos Vega\nPay Plan (Graduated):\n - Units 1-2 per pay period: 20% of front gross\n - Units 3-4 per pay period: 25% of front gross\n - Unit 5 and above per pay period: 28% of front gross\nEffective Date: 01/01/2026\nApproved By: Derrick Soto (GM)\n\nThis applies to all deals posted on or after 01/01/2026. Tiers reset each pay period (1st-15th and 16th-end of month).\n\nHannah Price\nHR Manager\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "4",
|
||||
"folder": "INBOX",
|
||||
"subject": "Payroll Calendar Reminder \u2014 April",
|
||||
"from_addr": "hannah.price@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": null,
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-01T08:00:00-04:00",
|
||||
"message_id": "<msg0004@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Leah,\n\nQuick reminder about April payroll deadlines:\n\nCutoff 1 (April 1-15): 04/16 (today is cutoff date)\nSubmission Deadline 1: 04/20 (Monday, 2 business days after 04/16 Thursday)\nFunding: Typically 2 business days after submission\n\nCutoff 2 (if applicable): 04/16-30\nSubmission Deadline 2: 05/05\n\nCommission sheets from Olivia and Trent are due to you by end of day on cutoff date. Ensure all validations are complete before submission.\n\nHannah Price\nHR Manager\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "5",
|
||||
"folder": "Commission Sheets",
|
||||
"subject": "New Vehicle Commission Sheet \u2014 March 16-31, 2026",
|
||||
"from_addr": "olivia.mercer@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": "elena.brooks@sunshineandsetauto.com,marcus.hale@sunshineandsetauto.com",
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-01T09:15:00-04:00",
|
||||
"message_id": "<msg0005@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Leah,\n\nAttached is the new vehicle commission sheet for the March 16-31 pay period. Two deals this half:\n\n- Deal 4497 (Christopher Allen, 2026 Tacoma SR5) \u2014 Carlos Vega, 20% front gross = $760\n- Deal 4499 (Daniel Ortega, 2026 Highlander LE) \u2014 Derek Vaughn, 25% total gross = $2,100\n\nTotal commissions: $2,860\n\nPlease let me know if you need anything else.\n\nOlivia Mercer\nSales Manager \u2014 New Vehicles\nSunshine & Set Automotive\n(407) 555-1200 ext. 204",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "6",
|
||||
"folder": "Commission Sheets",
|
||||
"subject": "Used Vehicle Commission Sheet \u2014 March 16-31, 2026",
|
||||
"from_addr": "trent.holloway@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": "elena.brooks@sunshineandsetauto.com,marcus.hale@sunshineandsetauto.com",
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-01T10:05:00-04:00",
|
||||
"message_id": "<msg0006@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Leah,\n\nHere's the used vehicle commission sheet for March 16-31. Three deals:\n\n- Deal 4496 (Jennifer Walsh, 2022 Accord Sport) \u2014 Derek Vaughn, 25% total gross = $1,437.50\n- Deal 4498 (Amanda Foster, 2023 CX-30 Select) \u2014 Megan Price, $350 flat = $350\n- Deal 4500 (Nicole Barrett, 2024 Outback Premium) \u2014 Carlos Vega, 20% front gross = $740\n\nTotal commissions: $2,527.50\n\nAll deals posted and delivered. Let me know if anything needs correcting.\n\nTrent Holloway\nUsed Car Manager\nSunshine & Set Automotive\n(407) 555-1200 ext. 208",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "7",
|
||||
"folder": "Sent",
|
||||
"subject": "Payroll Support \u2014 March 16-31",
|
||||
"from_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"to_addr": "hannah.price@sunshineandsetauto.com",
|
||||
"cc_addr": "elena.brooks@sunshineandsetauto.com",
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-03T14:30:00-04:00",
|
||||
"message_id": "<msg0007@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Hannah,\n\nI've completed verification of the March 16-31 commission sheets from both Olivia and Trent. All deals tie to the deal log and have been reconciled.\n\nCommission Summary \u2014 March 16-31:\n\nNew Vehicle Sheet (Olivia Mercer):\n- Deal 4497: Carlos Vega \u2014 $760\n- Deal 4499: Derek Vaughn \u2014 $2,100\nSubtotal: $2,860\n\nUsed Vehicle Sheet (Trent Holloway):\n- Deal 4496: Derek Vaughn \u2014 $1,437.50\n- Deal 4498: Megan Price \u2014 $350\n- Deal 4500: Carlos Vega \u2014 $740\nSubtotal: $2,527.50\n\nTotal March 16-31 Commissions: $5,387.50\nSalespersons: 3 (Derek Vaughn, Megan Price, Carlos Vega)\n\nAll calculations verified. Payroll support attached. Ready for submission to processor.\n\nLeah Morgan\nPayroll & Commissions Analyst\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "8",
|
||||
"folder": "INBOX",
|
||||
"subject": "RE: Payroll Support \u2014 March 16-31",
|
||||
"from_addr": "hannah.price@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": null,
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-03T16:15:00-04:00",
|
||||
"message_id": "<msg0008@sunshineandsetauto.com>",
|
||||
"in_reply_to": "<msg0007@sunshineandsetauto.com>",
|
||||
"body_text": "Leah,\n\nThank you for the verification and payroll support package. I've reviewed all calculations and they look correct.\n\nMarch 16-31 commission data received and confirmed:\n- Total: $5,387.50\n- Salespersons: 3\n- All calculations verified\n\nI'm submitting this to the payroll processor now. They'll have it processed for funding 2 business days after submission.\n\nHannah Price\nHR Manager\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "9",
|
||||
"folder": "INBOX",
|
||||
"subject": "Commission Control Workbook \u2014 March Reconciliation",
|
||||
"from_addr": "marcus.hale@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": null,
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-07T13:20:00-04:00",
|
||||
"message_id": "<msg0009@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Leah,\n\nMarch reconciliation complete. I've reviewed the commission control workbook and all figures are current.\n\nMarch Summary:\n- Beginning draw balance: $12,400\n- Commissions earned: $5,387.50\n- Advances paid: $0\n- Adjustments: $0\n- Ending balance: $7,012.50\n\nNo outstanding adjustments from February carry forward. Commission balances are up to date.\n\nMarcus Hale\nAssistant Controller\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "10",
|
||||
"folder": "Sent",
|
||||
"subject": "Payroll Reminder \u2014 04/16 Cutoff",
|
||||
"from_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"to_addr": "olivia.mercer@sunshineandsetauto.com,trent.holloway@sunshineandsetauto.com",
|
||||
"cc_addr": null,
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-14T16:45:00-04:00",
|
||||
"message_id": "<msg0010@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Olivia and Trent,\n\nReminder: 04/16 commission sheet cutoff is this Thursday. Please have your new and used vehicle sheets submitted to me by end of business Thursday so I can begin verification.\n\nSubmission deadline: 5:00 PM Thursday 04/16\n\nThank you,\nLeah Morgan\nPayroll & Commissions Analyst\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "11",
|
||||
"folder": "Commission Sheets",
|
||||
"subject": "New Vehicle Commission Sheet \u2014 April 1-15, 2026",
|
||||
"from_addr": "olivia.mercer@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": "elena.brooks@sunshineandsetauto.com,marcus.hale@sunshineandsetauto.com",
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-16T08:45:00-04:00",
|
||||
"message_id": "<msg0011@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Leah,\n\nAttached is the new vehicle commission sheet for April 1-15. Five deals this period:\n\n- Deal 4501 (Robert Chen, 2026 Camry LE) \u2014 Derek Vaughn, 25% total gross = $1,450\n- Deal 4503 (James Whitfield, 2026 RAV4 XLE) \u2014 Carlos Vega, 20% front gross = $600\n- Deal 4505 (David Park, 2026 Highlander XLE) \u2014 Carlos Vega, 20% front gross = $840\n- Deal 4507 (Brian Foster, 2026 Tacoma SR5) \u2014 Derek Vaughn, 25% total gross = $1,900\n- Deal 4509 (Thomas Reed, 2026 Corolla Cross LE) \u2014 Carlos Vega, 20% front gross = $400\n\nTotal commissions: $5,190\n\nOlivia Mercer\nSales Manager \u2014 New Vehicles\nSunshine & Set Automotive\n(407) 555-1200 ext. 204",
|
||||
"body_html": null,
|
||||
"is_read": false,
|
||||
"is_important": true,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "12",
|
||||
"folder": "Commission Sheets",
|
||||
"subject": "Used Vehicle Commission Sheet \u2014 April 1-15, 2026",
|
||||
"from_addr": "trent.holloway@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": "elena.brooks@sunshineandsetauto.com,marcus.hale@sunshineandsetauto.com",
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-16T09:20:00-04:00",
|
||||
"message_id": "<msg0012@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Leah,\n\nUsed vehicle commission sheet for April 1-15 attached. Four deals:\n\n- Deal 4502 (Maria Santos, 2023 CR-V EX) \u2014 Megan Price, $350 flat = $350\n- Deal 4504 (Angela Torres, 2024 Mustang GT) \u2014 Derek Vaughn, 25% total gross = $1,550\n- Deal 4506 (Karen Mitchell, 2022 Equinox LT) \u2014 Megan Price, $350 flat = $350\n- Deal 4508 (Lisa Nakamura, 2024 CX-5 Preferred) \u2014 Megan Price, $350 flat = $350\n\nTotal commissions: $2,600\n\nNote: Deal 4502 is still unfunded but was delivered on 04/07. Please flag if this should be excluded from this pay period.\n\nTrent Holloway\nUsed Car Manager\nSunshine & Set Automotive\n(407) 555-1200 ext. 208",
|
||||
"body_html": null,
|
||||
"is_read": false,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "13",
|
||||
"folder": "Chargeback Offsets",
|
||||
"subject": "GAP Chargeback \u2014 Deal 4492 / Patricia Dunn \u2014 Commission Impact",
|
||||
"from_addr": "jasmine.patel@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com,sofia.ramirez@sunshineandsetauto.com",
|
||||
"cc_addr": "hannah.price@sunshineandsetauto.com",
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-10T15:45:00-04:00",
|
||||
"message_id": "<msg0013@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Leah and Sofia,\n\nWe received a SafeGuard GAP chargeback today on Deal 4492. This impacts Megan Price's previously paid commission from the March period.\n\nChargeback Details:\n- Deal: 4492\n- Customer: Patricia Dunn\n- Product: SafeGuard GAP (cancelled)\n- Chargeback Amount: $1,400\n- Received: 04/10/2026\n- Original Contract Date: 03/05/2026\n\nAffected Salesperson:\n- Megan Price (salesperson)\n- Sofia Ramirez (F&I Manager)\n\nPlease coordinate on next steps for this offset.\n\nExpected April 1-15 Commission for Megan: approximately $1,050 (3 delivered units \u00d7 $350).\n\nJasmine Patel\nSenior Deal Posting Specialist\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "14",
|
||||
"folder": "Sent",
|
||||
"subject": "Chargeback Offset Approval Request \u2014 Megan Price \u2014 $1,400 (Deal 4492)",
|
||||
"from_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"to_addr": "marcus.hale@sunshineandsetauto.com",
|
||||
"cc_addr": null,
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-11T10:00:00-04:00",
|
||||
"message_id": "<msg0014@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Marcus,\n\nI'm requesting your approval to offset a SafeGuard GAP chargeback against Megan Price's April 1-15 commission payment.\n\nChargeback Details:\n- Amount: $1,400\n- Deal: 4492 (Patricia Dunn, original 03/05/2026)\n- Product: SafeGuard GAP (cancelled)\n- Received: 04/10/2026\n- Reason: Product cancellation\n\nCommission Impact:\n- Megan's earned April 1-15 commission: approximately $1,050 (3 delivered units \u00d7 $350 flat rate)\n- Offset amount: $1,400\n- Resulting shortfall: $350 (offset exceeds earned commission)\n\nRecommendation:\n- Apply the full $1,400 offset against her April 1-15 commission ($1,050)\n- Carry the $350 balance forward to the next pay period (May)\n\nPlease advise how you'd like to proceed.\n\nLeah Morgan\nPayroll & Commissions Analyst\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "15",
|
||||
"folder": "Chargeback Offsets",
|
||||
"subject": "RE: Chargeback Offset Approval Request \u2014 Megan Price \u2014 $1,400 (Deal 4492)",
|
||||
"from_addr": "marcus.hale@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": null,
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-14T11:30:00-04:00",
|
||||
"message_id": "<msg0015@sunshineandsetauto.com>",
|
||||
"in_reply_to": "<msg0014@sunshineandsetauto.com>",
|
||||
"body_text": "Leah,\n\nAPPROVED: Apply the full $1,400 offset against Megan Price's April 1-15 commission payment.\n\nOffset Authorization:\n- Employee: Megan Price\n- Chargeback: $1,400 (Deal 4492, GAP cancellation)\n- Earned Commission (April 1-15): $1,050\n- Offset: $1,400 against $1,050 commission\n- Shortfall: $350\n\nHandling the $350 Shortfall:\n- Carry the $350 balance forward to the next pay period (May 1-15)\n- Do NOT reduce her base hourly pay \u2014 this offset applies ONLY to commission earnings\n- Do NOT reduce her compensation below minimum wage\n\nCritical Next Step:\n- You must send Megan a written notification BEFORE processing the offset\n- Copy me (Marcus Hale) and Hannah Price on the notification\n- The notification must clearly explain:\n * The GAP chargeback amount and deal\n * The offset calculation\n * Her April 1-15 commission impact\n * The $350 carry-forward to next period\n * Her right to dispute if applicable\n\nDo not process the offset until the written notification has been sent and acknowledged.\n\nMarcus Hale\nAssistant Controller\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": true,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
},
|
||||
{
|
||||
"email_id": "16",
|
||||
"folder": "INBOX",
|
||||
"subject": "Deal 4505 Unwind Complete - David Park / Ally Financial",
|
||||
"from_addr": "jasmine.patel@sunshineandsetauto.com",
|
||||
"to_addr": "leah.morgan@sunshineandsetauto.com",
|
||||
"cc_addr": "marcus.hale@sunshineandsetauto.com",
|
||||
"bcc_addr": null,
|
||||
"date": "2026-04-16T07:30:00-04:00",
|
||||
"message_id": "<msg0016@sunshineandsetauto.com>",
|
||||
"in_reply_to": null,
|
||||
"body_text": "Leah,\n\nThe unwind for Deal 4505 (David Park, 2026 Toyota Highlander XLE) is now complete. Marcus approved the unwind yesterday and all steps have been finalized this morning.\n\nDeal: 4505\nCustomer: David Park\nVehicle: 2026 Toyota Highlander XLE (Stock N2043)\nSalesperson: Carlos Vega\nF&I Manager: Sofia Ramirez\n\nCompleted Steps:\n- Deal posting reversed in deal log\n- Vehicle returned to active inventory at original book cost\n- Trade payoff was never sent (confirmed with Priya)\n- Customer deposits returned\n- Title and registration work cancelled\n- Lender refund coordinated with Noah\n\nPlease note this for your commission processing.\n\nJasmine Patel\nSenior Deal Posting Specialist\nSunshine & Set Automotive",
|
||||
"body_html": null,
|
||||
"is_read": false,
|
||||
"is_important": false,
|
||||
"attachments": []
|
||||
}
|
||||
],
|
||||
"next_email_id": 17
|
||||
}
|
||||
+1201
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Reference in New Issue
Block a user