Apogy Solutions · Independent Advisory · Updated May 04, 2026
📋 All Open Action Items
| ID | Workstream | Action | Owner | Team | Due Date | Status | Week |
|---|---|---|---|---|---|---|---|
| CA-01 | PMO | CBS PMO to confirm Steering Committee schedule and add Apogy to standing invite. | CBS PMO | CBS | Apr 18, 2026 | ⚠ OVERDUE | Week 1 |
| CA-02 | PMO | CBS Security Administrator to begin security access mapping in parallel with configuration. | CBS IT | CBS | Apr 27, 2026 | ⚠ OVERDUE | Week 1 |
| CA-10 | PMO | Execute all outstanding third-party vendor SOWs by Apr 26 per Huron SOW requirement. Priority vendors still TBD: physical time clock vendor, ADP SmartConnect/SmartCompliance, Points North, background check vendor. Delays… | CBS IT / Procurement | CBS | Apr 26, 2026 | ⚠ OVERDUE | Week 1 |
| CA-16 | Learning | Share sexual harassment training materials (video + questions + any existing assessments) with Jeremy (Huron Learning Lead) via the SharePoint learning folder. Steph (CBS PMO) manages the folder. Jeremy will use these as… | Jason Sardinas / Iris Pacheco | CBS | Apr 23, 2026 | ⚠ OVERDUE | Week 1 |
| CA-17 | Learning | Share Abe's monthly safety training schedule/calendar with Jeremy (Huron Learning Lead). Jeremy needs this to understand the 52-topic rotation and how content is currently planned and distributed to field supervisors. | Abe (CBS Safety Manager) / Jason Sardinas | CBS | Apr 23, 2026 | ⚠ OVERDUE | Week 1 |
| CA-18 | Learning | Share existing paper performance review template examples with Jeremy (Huron Learning/Talent Lead) via SharePoint. Jeremy will use these as the design baseline for Workday performance review templates in FAS sessions. In… | Jason Sardinas / Iris Pacheco | CBS | Apr 23, 2026 | ⚠ OVERDUE | Week 1 |
| CA-19 | Learning | Provide general competency list (e.g., professional maturity, communication, initiative, adaptability, technical skills) to Jeremy for workbook population. Confirm whether these are the current general competencies used … | Jason Sardinas / Iris Pacheco | CBS | Apr 23, 2026 | ⚠ OVERDUE | Week 1 |
| CA-20 | Integrations | Send vendor engagement reach-out letters for the following integrations: ADP SmartConnect/Compliance, Points North, time clock vendor (TBD), and any other unsigned third-party integration vendors. Huron will provide the … | Jason Sardinas / Stefania Cruz | CBS | Apr 26, 2026 | ⚠ OVERDUE | Week 1 |
| CA-35 | Learning | Aris Pacheco and Stefania Cruz to share the CBS disciplinary action template and progressive disciplinary process documentation with Jeremy Hock. Required before Jeremy can begin Disciplinary Action template build in Wor… | Aris Pacheco / Stefania Cruz | CBS | Apr 24, 2026 (EOD) | ⚠ OVERDUE | Week 3 |
| CA-04 | Time & Absence | Send Sherry Schroeder (Huron) the employee handbook / union guide showing time off entitlements, accrual rates, and leave policies by employee/union group. | Arisa Checo / Jason Sardinas | CBS | This week (Apr 15–18) | OPEN | Week 1 |
| CA-05 | Time & Absence | Make a final decision on PTO accrual structure for corporate plans: keep front-loaded OR convert to per-pay-period basis. This is a design dependency — must be resolved before Apr 27. | CBS HR / Finance Leadership | CBS | Before Apr 27, 2026 | OPEN | Week 1 |
| CA-06 | Time & Absence | Formally document bereavement leave documentation requirements (CBS already requires proof — had 3–4 abuse cases in last 3 months). Capture for Workday configuration. | CBS HR (Arisa Checo) | CBS | Before design session | OPEN | Week 1 |
| CA-07 | Time & Absence | Define mobile access strategy: which employee populations get what capabilities (time off requests, punch in/out, entitlement view). Currently: pay stubs and geofencing only. | CBS HR / IT | CBS | Design phase | OPEN | Week 1 |
| CA-08 | PMO | Confirm CBS team's foundational Workday training status — identify who has completed training and who has not. All client leads must complete before A&C begins Apr 27 per Huron SOW. Escalate any gaps to Jason Sardinas im… | CBS Project Manager | CBS | Before Apr 27, 2026 | OPEN | Week 1 |
| CA-09 | PMO | Confirm total count of active CBAs at CBS. Huron SOW caps CBA review at 44. Provide final confirmed count to Apogy and Huron before end of Plan phase. If count exceeds 44, initiate Change Order discussion. | CBS HR / Legal | CBS | Before Apr 26, 2026 | OPEN | Week 1 |
| CA-11 | Time & Absence | Audit all union CBAs to count distinct time rule combinations (rounding, break thresholds, OT basis). Compare against Huron SOW cap of 3 Time Entry Templates. If CBS needs more than 3, notify Apogy immediately to negotia… | CBS HR / Operations | CBS | Before Apr 27, 2026 | OPEN | Week 1 |
| CA-12 | Payroll | Confirm how many legacy payroll source systems CBS currently uses. Huron SOW scopes data conversion from 1 legacy system only. If CBS uses multiple payroll sources, a Change Order is required for additional data conversi… | CBS IT / Payroll | CBS | Before Data Conversion Strategy session | OPEN | Week 1 |
| CA-13 | Change Management | Complete the Communications Channels Inventory worksheet provided by Huron CM (Michelle). Identify all formal and informal channels used to reach field workers, field managers, and corporate staff. Note who each channel … | CBS HR / Jason Sardinas | CBS | Before next CM session | OPEN | Week 1 |
| CA-14 | Change Management | Confirm whether CBS field staff participate in existing employee survey processes. Huron can embed readiness assessment questions into an existing survey if one reaches the full field population. If no current survey rea… | CBS HR / Jason Sardinas | CBS | Before first readiness assessment design | OPEN | Week 1 |
| CA-15 | Change Management | Identify initial candidates for the CBS Change Network (change champions). Need representatives from: union field workers (by major trade/crew type), field managers, corporate office, HR, and payroll. Michelle recommends… | CBS HR / Jason Sardinas | CBS | Before A&C begins (Apr 27) | OPEN | Week 1 |
| CA-16 | Payroll | Complete payroll configuration workbooks with earning/deduction details: calculation types, eligibility rules (AND/OR logic), run category assignment, pay group restrictions, pre/post-tax designation, taxability, 125 pla… | CBS Payroll / Finance | CBS | End of Discovery | OPEN | Week 1 |
| CA-17 | Payroll | Run prior year earning/deduction usage reports to identify all active codes, inactive codes, and frequency of use. Provide list to Apogy for consolidation analysis. Even codes being retired need to be documented for hist… | CBS Payroll Team | CBS | End of Discovery | OPEN | Week 1 |
| CA-18 | Payroll | Document union CBA requirements for deduction priority order and arrears handling — specifically for replacement employees who may earn less than dues/initiation owed in a given week. Define: (1) priority sequence (taxes… | CBS HR / Legal | CBS | Design Phase | OPEN | Week 1 |
| CA-19 | Payroll | Provide GL account structure and mapping guidance to Apogy for Account Posting Rules (APRs) setup. Include: which earnings/deductions map to which GL accounts, cost dimension hierarchy (department, location), and any all… | CBS Finance | CBS | Design Phase | OPEN | Week 1 |
| CA-20 | Payroll | Confirm process for 2027 benefits open enrollment: CBS go-live precedes next open enrollment. Elections will be captured outside Workday (legacy system) and migrated during data conversion. Define: which system captures … | CBS HR / Benefits | CBS | Design Phase | OPEN | Week 1 |
| CA-21 | Payroll | Confirm address data quality plan: decide whether to pre-validate all employee addresses via USPS validation tool before first data conversion cycle, or handle iteratively through testing cycles. Pre-validation recommend… | CBS IT / Payroll | CBS | Data Conversion Kickoff | OPEN | Week 1 |
| CA-21 | Integrations | Provide current-state file format samples for integrations being replaced — particularly FacMan labor/post-payroll export and any other internal system files that Workday will replace. Huron integration team will use the… | Gary (CBS IT) / CBS Functional Leads | CBS | Before first integration design sessions | OPEN | Week 1 |
| CA-22 | Payroll | Stefania (CBS project team) to add replacement worker pay group considerations to project RAID log for Huron tracking. Confirm pay group strategy for temp/replacement pool and union compliance tracking approach. | Stefania (CBS PMO) | CBS | This Week | OPEN | Week 1 |
| CA-22 | Integrations | Ensure CBS's internal NetSuite support team is looped into the NetSuite journal integration design session when scheduled. They currently manage all payroll integrations in NetSuite and must provide chart of accounts map… | Jason Sardinas / Jason Sardinas | CBS | Before NetSuite design session | OPEN | Week 1 |
| CA-23 | Payroll | Shital (CBS project team) to add payslip customization requirement to RAID log. CBS requires hours by department/location displayed on pay statements (raised in Extend demo). Confirm whether this is a compliance requirem… | Shital (CBS PMO) | CBS | This Week | OPEN | Week 1 |
| CA-23 | Integrations | CBS technical team (Gary, Kevin, Vadim, Asa Castle) to enroll in Workday training — integration track. Recommended courses flagged by Walter include: Creating Integration Security, Platform Administration, and related in… | Gary / Asa Castle (CBS IT) | CBS | Before end-to-end testing phase | OPEN | Week 1 |
| CA-24 | Payroll | Payroll team to document questions and open topics for targeted design sessions, especially cross-functional items involving timekeeping (advance vacation pay, position overrides), benefits (deduction codes, open enrollm… | CBS Payroll Team | CBS | Next Session | OPEN | Week 1 |
| CA-24 | Payroll | Erika Genao to send union dues charts and detail to Stefania Cruz for union dues deduction code mapping documentation. Each union local requires a separate deduction code — charts needed to confirm local breakdown. | Erika Genao | CBS | 2026-04-25 00:00:00 | OPEN | Week 3 |
| CA-25 | Integrations | CBS treasury and legal to review ADP MSA reverse wire debit authorization terms before CBS signs. ADP reverse wire gives ADP debit authority against CBS operating account. Confirm: (1) debit authorization limits, (2) dis… | CBS Finance / Legal | CBS | Before ADP MSA execution | OPEN | Week 1 |
| CA-25 | Benefits | CBS to confirm dependent data source for data conversion — benefits carrier records vs. internal HR records. Confirm data availability and field completeness (relationship type, DOB, student/disability status). | Erika Genao / Marlyn Bernal | CBS | 2026-04-28 00:00:00 | OPEN | Week 3 |
| CA-26 | Integrations | Jason Sardines to schedule 30-minute ADP proposal review call with Eric (ADP Sales). Request ADP MSA and standard terms in advance for review. Include Apogy on the call in an advisory capacity before CBS signs LOI. | Jason Sardines | CBS | This week (Apr 15–18) | OPEN | Week 1 |
| CA-26 | Benefits | CBS to confirm W4 cut-off date for conversion (most recent active W4 per employee is minimum). Also confirm whether 2020 W4 redesign (new form vs. old allowance-based) applies to all employees or a mixed population. | Erika Genao | CBS | 2026-04-28 00:00:00 | OPEN | Week 3 |
| CA-27 | Recruiting & Onboarding | Complete Workday Recruiting and Onboarding configuration workbooks when received from Huron. Workbooks will cover: job requisition structure, candidate stages, offer letter templates, onboarding task library, document ac… | CBS HR (Aris Pacheco) | CBS | Per Huron workbook schedule | OPEN | Week 1 |
| CA-27 | Extend | Operations team to provide FACMAN screenshots and confirm which work order fields to display in the Extend scheduling grid: work order system name, invoice type, template, event-specific categories. Sarina (CBS Ops/FACMA… | Sarina (CBS Ops) | CBS | 2026-04-25 00:00:00 | OPEN | Week 3 |
| CA-28 | Recruiting & Onboarding | CBS Payroll team to determine rehire direct deposit reactivation approach and provide input to onboarding design. Specifically: (1) Can existing DD account data be reactivated in Workday without re-entry upon rehire? (2)… | CBS Payroll Team | CBS | Before rehire onboarding design session | OPEN | Week 1 |
| CA-28 | Extend | Ligia Torres to run a job analysis report to capture supervisor notes and examples of AB time usage. Output will serve as concrete design reference material for AB time wireframe validation. | Ligia Torres | CBS | 2026-04-25 00:00:00 | OPEN | Week 3 |
| CA-29 | Recruiting & Onboarding | CBS HR to document the dispatcher notification workflow for replacement/field worker deployment. Document: (1) current OneDrive-based process for tracking "pending to start" workers, (2) what triggers a worker being read… | CBS HR / Dispatching Team | CBS | Before Recruiting A&C design session | OPEN | Week 1 |
| CA-29 | Extend | Omar to take snapshots of AB time entries on current timecards as concrete examples for wireframe validation. Include examples showing covered worker reference, time split, and replacement worker assignment. | Omar (CBS Ops) | CBS | 2026-04-25 00:00:00 | OPEN | Week 3 |
| CA-30 | Change Management | Validate exact headcounts per stakeholder population category and share with Michelle for Communications Plan targeting and readiness assessment scoping. Current working figures: ~3,700 union field / ~60 non-union field … | CBS PMO / CBS HR | CBS | Before Communications Plan draft | OPEN | Week 1 |
| CA-30 | Extend | CBS team to provide a full spectrum of timecard examples showing: work order time, AB time, snow removal time, special pay code scenarios. Needed to validate Extend app covers all real-world timecard patterns. | CBS Ops / Erika Genao | CBS | 2026-04-28 00:00:00 | OPEN | Week 3 |
| CA-31 | Change Management | Conduct time clock / message board location audit across all CBS field sites. Document: (1) number of message boards per site, (2) site locations and addresses, (3) who manages and updates boards, (4) current posting fre… | CBS HR / Facilities (Jason Sardinas) | CBS | Before Communications Plan draft | OPEN | Week 1 |
| CA-31 | Extend | Sarina to confirm FACMAN work order system name field and provide additional FACMAN field names for event-specific categorization (invoice type, template, event category fields). | Sarina (CBS Ops) | CBS | 2026-04-25 00:00:00 | OPEN | Week 3 |
| CA-32 | Change Management | Confirm language translation requirements for field workforce. Identify: (1) which languages are represented in the field workforce, (2) approximate percentage of non-English speaking field workers by site, (3) whether t… | CBS HR (Jason Sardinas) | CBS | Before Training Needs Analysis is finalized | OPEN | Week 1 |
| CA-32 | Learning | Stefania Cruz to follow up with Erika Genao to confirm the YouTube video for the Active Threat Preparedness course has been uploaded to the correct Teams/OneDrive folder before Jeremy begins course builds. | Stefania Cruz | CBS | 2026-04-25 00:00:00 | OPEN | Week 3 |
| CA-33 | PMO | Apogy to validate that Plan Stage deliverables are complete and acceptable before CBS signs off triggering the $129,336 payment due Apr 24. Review Huron's Smartsheet for submitted deliverables: Project Management Plan, G… | Ashish Parmar (Apogy) | CBS | Before Apr 24, 2026 | OPEN | Week 1 |
| CA-33 | Learning | Stefania Cruz, Yolanda Salazar, and Abraham to organize all learning materials into separate course folders (videos, acknowledgements, SCORM files, YouTube links) before Jeremy begins any Workday course builds. This is a… | Stefania Cruz / Yolanda Salazar / Abraham | CBS | 2026-04-28 00:00:00 | OPEN | Week 3 |
| CA-34 | Change Management | Apogy to confirm with CBS Legal/Labor Relations whether the Workday implementation constitutes a 'working condition change' under any active CBAs, requiring union notification or bargaining before configuration begins. T… | Ashish Parmar (Apogy) | CBS | Within 48 hours (by Apr 16, 2026) | OPEN | Week 1 |
| CA-34 | Learning | Abraham to review categorized course folders and confirm alignment with field training material expectations. Confirm all materials intended for field workforce are correctly categorized and accessible. | Abraham (Abe) | CBS | 2026-04-28 00:00:00 | OPEN | Week 3 |
| CA-35 | Payroll | Schedule and facilitate dedicated earnings/deductions consolidation discovery session with CBS Finance and Payroll. Agenda: review current code inventory, identify consolidation opportunities using Workday pay component … | Ashish Parmar (Apogy) | CBS | End of Discovery | OPEN | Week 1 |
| CA-36 | Payroll | Schedule dedicated temp/replacement employee payroll discovery session. Agenda: pay group segregation design, union compliance tracking (dues, initiation, benefit entitlements for replacements), NetSuite integration filt… | Ashish Parmar (Apogy) | CBS | Design Phase | OPEN | Week 1 |
| CA-36 | Learning | Stefania Cruz to ensure all talent-related templates and documents (performance reviews, disciplinary action, IDP) are in the talent folder — not the learning folder. Organizational distinction is required for correct Wo… | Stefania Cruz | CBS | 2026-04-25 00:00:00 | OPEN | Week 3 |
| CA-37 | Payroll | Create multi-state tax withholding test scenarios for unit and parallel testing: cross-state employees (NJ residents working in NY, CT residents working in NY, NY residents working in NJ). Include address-based withholdi… | Ashish Parmar (Apogy) | CBS | Test Planning | OPEN | Week 1 |
| CA-37 | Learning | Stefania Cruz to send email to Jeremy Hock confirming all required material uploads and folder organization are complete. Jeremy will not begin course builds until this confirmation is received. | Stefania Cruz | CBS | 2026-04-28 00:00:00 | OPEN | Week 3 |
| CA-38 | Payroll | Map GL Account Posting Rules (APRs): earnings and deductions → NetSuite GL accounts. Coordinate with CBS Finance (CA-19). Validate APR completeness before payroll accounting review; missing mappings post to suspense and … | Ashish Parmar (Apogy) | CBS | Design Phase | OPEN | Week 1 |
| CA-38 | PMO | Stefania Cruz to schedule HCM, CBA, payroll, and benefits A&C design sessions immediately. Coordinate calendar availability with Huron workstream leads. Sessions must be on the calendar before A&C begins April 27. | Stefania Cruz | CBS | 2026-04-25 00:00:00 | OPEN | Week 3 |
| CA-39 | Payroll | Evaluate payslip customization options for displaying hours by department/location: (1) standard Workday payslip, (2) supplemental payroll report, (3) custom pay statement form. Document options with pros/cons and recomm… | Ashish Parmar (Apogy) | CBS | Config Phase | OPEN | Week 1 |
| CA-39 | PMO | Stefania Cruz to add Abraham to the CBS project team in Microsoft Teams and confirm his role and budget allocation on the project. | Stefania Cruz | CBS | 2026-04-25 00:00:00 | OPEN | Week 3 |
| CA-40 | Payroll | Document retro calculation review and approval process for CBS payroll SOP. Include: when retro triggers, audit reports to review before payroll completion, who reviews/approves, and how to handle pre-go-live retros that… | Ashish Parmar (Apogy) | CBS | Design Phase | OPEN | Week 1 |
| CA-40 | PMO | Stefania Cruz to coordinate with IT team (Kevin / Gary Kerzhnerman) on OneDrive folder setup. Folder structure to mirror Teams by workstream. Setup to be completed by end of week. Conduct security testing to verify restr… | Stefania Cruz / CBS IT | CBS | 2026-04-25 00:00:00 | OPEN | Week 3 |
| CA-41 | Payroll | Document off-cycle and supplemental payment process including EIB bulk upload workflow. Identify which payment types use EIB (bonuses, commissions, voluntary deductions) vs. on-demand manual entry. Define single approval… | Ashish Parmar (Apogy) | CBS | Design Phase | OPEN | Week 1 |
| CA-41 | PMO | Stefania Cruz to update the RAID log: add item descriptions to open items, tag workstream leads as owners, specify next steps for each open item. RAID log must be current before A&C begins. | Stefania Cruz | CBS | 2026-04-28 00:00:00 | OPEN | Week 3 |
| CA-42 | Integrations | Validate ADP WOTC projection ($400K–$450K/year) against CBS actual data before CBS uses as a budget figure. Request from ADP: (1) peer set criteria used for projection, (2) CBS new hire count assumption, (3) WOTC-eligibl… | Ashish Parmar (Apogy) | CBS | Before ADP proposal review call | OPEN | Week 1 |
| CA-42 | PMO | Erika Genao to connect with Kevin / Gary to establish OneDrive folder-level security controls for payroll and benefits data (restricted access). Conduct negative testing to verify non-authorized users cannot access restr… | Erika Genao | CBS | 2026-04-25 00:00:00 | OPEN | Week 3 |
| CA-43 | Integrations | Coordinate ADP SmartConnect implementation timeline with Huron. Confirm: (1) when ADP implementation begins relative to Workday A&C, (2) whether SmartConnect requires Huron to enable any Workday tenant settings, (3) is a… | Ashish Parmar (Apogy) | CBS | Before payroll A&C begins | OPEN | Week 1 |
| CA-43 | PMO | Erika Genao to assign 'Getting Started with Workday' training course to all CBS two-in-a-pod team members via Workday Community accounts. Course is free. Target completion before A&C design sessions begin. | Erika Genao | CBS | 2026-04-28 00:00:00 | OPEN | Week 3 |
| CA-44 | Recruiting & Onboarding | Flag dispatcher alert workflow as a scope coverage risk to Huron PM. Current state: replacement worker deployment managed entirely in OneDrive (off-system). Confirm this population is in scope for Workday Recruiting/Onbo… | Ashish Parmar (Apogy) | CBS | Before A&C kickoff (Apr 27) | OPEN | Week 1 |
| CA-44 | PMO | Aris Pacheco to review the vendor outreach email template (integration deck slide 59) and initiate vendor communications for Securitas, hire vendors, and other third-party integrations. CC Sherin Hanna, Joe Delaney, Walt… | Aris Pacheco | CBS | 2026-04-28 00:00:00 | OPEN | Week 3 |
| CA-45 | Payroll | Raise rehire direct deposit reactivation as a cross-module design dependency (Recruiting → Payroll). This issue bridges onboarding and payroll configuration — neither team should solve it in isolation. Facilitate a focus… | Ashish Parmar (Apogy) | CBS | Before rehire onboarding design session | OPEN | Week 1 |
| CA-45 | PMO | Jason Sardinas and Aris Pacheco to formally confirm Abraham's role as Change Management lead on the CBS project team. Confirm with Abraham directly and communicate to Huron PM. | Jason Sardinas / Aris Pacheco | CBS | 2026-04-28 00:00:00 | OPEN | Week 3 |
| HA-01 | PMO | Provide updated project plan and milestone tracker to Apogy for independent review. | Huron PM | Huron | Apr 18, 2026 | ⚠ OVERDUE | Week 1 |
| HA-23 | Learning | Coordinate with Steph (CBS PMO) to schedule a weekly Learning & Talent workstream call (1 hour/week, covering both workstreams combined). One session must be scheduled before Apr 27 FAS start. Jeremy to initiate scheduli… | Jeremy (Huron Learning/Talent) / Stefania Cruz (CBS PMO) | Huron | Apr 24, 2026 | ⚠ OVERDUE | Week 1 |
| HA-25 | Integrations | Walter to share the Workday integration template connector catalog (full list of available pre-built connectors) with CBS IT team. Catalog already pre-populated in the integration tracker in Smartsheet. Also send as a st… | Walter (Huron Integration Lead) | Huron | Apr 23, 2026 | ⚠ OVERDUE | Week 1 |
| HA-26 | Integrations | Walter, Edson, and Colleen to discuss SFTP vs. MimeCast Secure Messaging offline and return a concrete recommendation to CBS IT before Apr 26. Recommendation must address: (1) whether MimeCast is sufficient for Colleen's… | Walter (Huron) / Colleen (Huron DC) | Huron | Apr 24, 2026 | ⚠ OVERDUE | Week 1 |
| HA-04 | Time & Absence | Set up and demo the spreadsheet/team calendar view for manager vacation approvals. CBS field managers need a less click-heavy approval experience. | Sherry Schroeder | Huron | Next session | OPEN | Week 1 |
| HA-05 | Time & Absence | Sherin Hanna to send invite/communication to Arisa Checo and CBS team for Xtend discovery session this week and design session next week (Praneath & Sandeep leading). | Sherin Hanna | Huron | Apr 15–16, 2026 | OPEN | Week 1 |
| HA-06 | Time & Absence | Load payroll hours worked data into GMS tenant so FMLA eligibility rules can be demonstrated properly at next session. | Sherry Schroeder | Huron | Before next session | OPEN | Week 1 |
| HA-07 | Time & Absence | Confirm timeline and access date for CBS team to begin using the GMS Workday tenant for self-exploration and testing. | Huron PM | Huron | ASAP | OPEN | Week 1 |
| HA-08 | Change Management | Michelle to provide initial Change Impact Inventory to CBS for review. Michelle confirmed she has been collecting change impacts from the first two days of Plan sessions. CBS must review and validate that all impacted ro… | Michelle (Huron CM) | Huron | Before end of Plan phase (Apr 26) | OPEN | Week 1 |
| HA-09 | Change Management | Michelle to develop and share the Communications Plan template covering the full project lifecycle — Plan phase kickoff through go-live announcement. Template must explicitly address non-digital field communication chann… | Michelle (Huron CM) | Huron | Before end of Plan phase (Apr 26) | OPEN | Week 1 |
| HA-10 | Change Management | Michelle to prepare the Readiness Assessment framework with 3 deployment waves: (1) during A&C, (2) during Test, (3) post-Deploy. Include quantitative/ADKAR-mapped question bank for CBS review. Present Huron's AI-driven … | Michelle (Huron CM) | Huron | Before A&C begins | OPEN | Week 1 |
| HA-11 | Payroll | Facilitate a dedicated discovery session on temporary/replacement employee payroll workflows: pay group structure, union compliance tracking (dues, initiation, benefit entitlements), and NetSuite integration filtering (w… | Huron PM | Huron | Design Phase | OPEN | Week 1 |
| HA-12 | Payroll | Lead design of advance vacation pay automation: define T&A scheduling → Absence → Payroll integration trigger logic. Address: approval workflow for locked schedule, balance enforcement, timing of payment in preceding pay… | Huron T&A / Payroll Leads | Huron | Design Phase | OPEN | Week 1 |
| HA-13 | Payroll | Clarify payslip customization constraints: can hours by department/location be displayed on standard Workday pay statement, or does this require a supplemental report or custom form development? Provide options with effo… | Huron Payroll Lead | Huron | Config Phase | OPEN | Week 1 |
| HA-14 | Payroll | Support address data validation strategy: confirm whether Huron's data conversion approach includes USPS address validation as a pre-conversion step, or if CBS owns this independently. Align on approach before data conve… | Huron Data Conversion Lead | Huron | Data Conversion Kickoff | OPEN | Week 1 |
| HA-15 | Integrations | Huron payroll team to be notified: if CBS contracts ADP for payment disbursement, Workday check reversal and void/reissue features must be DISABLED at the tenant level. Huron to: (1) confirm configuration approach, (2) u… | Huron Payroll Lead | Huron | Before payroll A&C config session | OPEN | Week 1 |
| HA-16 | Recruiting & Onboarding | Laura to send pre-populated Recruiting and Onboarding configuration workbook examples to CBS HR team. CBS team has workbooks already started per session discussion — align on format and required fields before design sess… | Laura (Huron Recruiting Lead) | Huron | This week | OPEN | Week 1 |
| HA-17 | Recruiting & Onboarding | Laura to confirm: (1) Maximum recipient limit for Workday Recruiting campaigns. (2) Whether candidates can respond/select options (yes/no) within campaign messages, or if campaigns are outbound-only. (3) Whether multi-se… | Laura (Huron Recruiting Lead) | Huron | Before next recruiting touchpoint | OPEN | Week 1 |
| HA-18 | Recruiting & Onboarding | Schedule dedicated design session for dispatcher alert workflow and replacement/field worker deployment. Agenda: (1) how to model flexible hire date in Workday, (2) on-call/pending-to-start population design, (3) alert c… | Huron Recruiting Lead / Huron PM | Huron | Week of Apr 27 (A&C) | OPEN | Week 1 |
| HA-19 | Change Management | Develop curated field manager talking point templates for manager cascade communications model. Format: 1 page per communication wave, scripted language managers can deliver verbatim or adapt, anticipated worker FAQ resp… | Michelle (Huron CM Lead) | Huron | Before A&C begins Apr 27 | OPEN | Week 1 |
| HA-20 | Change Management | Develop 3 project branding concept options (logo + tagline) for CBS review and vote. Design constraints: (1) reflect CBS's building services identity — avoid corporate/finance imagery that would feel foreign to field wor… | Michelle (Huron CM Lead) | Huron | 2 weeks after D-21 decision | OPEN | Week 1 |
| HA-21 | Change Management | Finalize readiness assessment question bank for CBS (3 assessment waves: A&C, test, post-deployment). Requirements: ADKAR-aligned questions mapping to Awareness / Desire / Knowledge / Ability / Reinforcement stages; quan… | Michelle (Huron CM Lead) | Huron | Before A&C phase assessment wave | OPEN | Week 1 |
| HA-22 | Learning | Research union rep notification for disciplinary actions — specifically whether a digital delivery path exists for external (non-Workday-user) union representatives. Confirm whether a notification + PDF attachment can be… | Jeremy (Huron Learning/Talent) | Huron | Before disciplinary action FAS session | OPEN | Week 1 |
| HA-24 | Learning | Jeremy to pre-populate Learning and Talent configuration workbooks with best practice defaults based on CBS discovery session findings. Bring populated workbooks to the first workstream call for CBS review. CBS will then… | Jeremy (Huron Learning/Talent) | Huron | First workstream call (before Apr 27) | OPEN | Week 1 |
| HA-27 | Benefits | Colleen Martinez, Walter, and Raja Goru to research bank account verification integration options (Workday native Prenote or third-party service) and present findings. Must address: (1) whether a native Prenote integrati… | Colleen Martinez / Walter / Raja Goru | Huron | 2026-04-28 00:00:00 | OPEN | Week 3 |
| HA-28 | Benefits | Julie Cronin to schedule and lead a dedicated payroll history conversion strategy session with CBS payroll team. Session must address: years of history to convert, balance types, mid-year go-live implications, and EIB vs… | Julie Cronin (Huron Payroll) | Huron | 2026-04-28 00:00:00 | OPEN | Week 3 |
| HA-29 | Extend | Praneeth Vanteru to refine Extend wireframes and process flows based on S-17 discussion. Share updated draft in Microsoft Teams Extend folder. Incorporate: seniority order display, conflict validation tiers, AB time auto… | Praneeth Vanteru (Huron Technical Lead) | Huron | 2026-04-25 00:00:00 | OPEN | Week 3 |
| HA-30 | Learning | Jeremy Hock to build working examples of both digital (online, self-paced) and in-person (instructor-led) training courses in Workday. Include a tablet-based field attendance scenario. Bring to FAS session for CBS review… | Jeremy Hock (Huron Learning/Talent) | Huron | FAS Session TBD | OPEN | Week 3 |
| HA-31 | Learning | Jeremy Hock to provide best practice IDP (Individual Development Plan) template for CBS HR review. CBS must review and approve content before Jeremy begins configuration. Do not build before CBS approval. | Jeremy Hock (Huron Learning/Talent) | Huron | 2026-04-28 00:00:00 | OPEN | Week 3 |
| HA-32 | Learning | Jeremy Hock to coordinate with Joe Delaney on security group configuration to restrict performance review template distribution to non-union corporate employees only. This is a compliance-critical item — must be verified… | Jeremy Hock / Joe Delaney (Huron HCM) | Huron | Before testing | OPEN | Week 3 |
| HA-33 | Learning | Jeremy Hock to review branding and logos in the CBS change management folder and incorporate CBS brand elements into learning course configuration. | Jeremy Hock (Huron Learning/Talent) | Huron | 2026-04-28 00:00:00 | OPEN | Week 3 |
| HA-34 | Learning | Jeremy Hock to demonstrate manual attendance input for in-person trainings during FAS session. Show how assessors/managers can override attendance and completion records for field-based training. | Jeremy Hock (Huron Learning/Talent) | Huron | FAS Session TBD | OPEN | Week 3 |
| HA-35 | Learning | Jeremy Hock to lead a knowledge transfer session for building a PIP (Performance Improvement Plan) template in Workday — guiding CBS HR team through the process rather than building it for them. | Jeremy Hock (Huron Learning/Talent) | Huron | TBD | OPEN | Week 3 |
| HA-36 | PMO | Sherin Hanna to provide preferred time clock vendor recommendations to CBS IT team by end of week. Include: supported Workday connectors, implementation timeline estimates, hardware compatibility notes. | Sherin Hanna (Huron PM) | Huron | 2026-04-25 00:00:00 | OPEN | Week 3 |
| HA-37 | PMO | Sherin Hanna to provide list of all Huron team members who require OneDrive access, organized by workstream. CBS IT will provision access based on this list. | Sherin Hanna (Huron PM) | Huron | 2026-04-25 00:00:00 | OPEN | Week 3 |
| HA-38 | PMO | Sherin Hanna to send Steering Committee attendee recommendations to Ashish and CBS leadership. Include Huron program leadership attendees and suggested CBS executive attendees. | Sherin Hanna (Huron PM) | Huron | 2026-04-28 00:00:00 | OPEN | Week 3 |
| HA-39 | PMO | Sherin Hanna to provide training recommendations by workstream and CBS team role. Identify which Workday training modules each CBS team member should complete before their respective A&C design sessions. | Sherin Hanna (Huron PM) | Huron | 2026-04-28 00:00:00 | OPEN | Week 3 |
| HA-40 | PMO | Huron project coordinator to assign all open RAID log functional questions to the respective Huron workstream leads for resolution in A&C design sessions. RAID log items must not sit unassigned entering A&C phase. | Sherin Hanna / Huron PM | Huron | 2026-04-28 00:00:00 | OPEN | Week 3 |
| HA-41 | PMO | Joe Delaney to provide a list of preferred Workday time clock vendors and certified integration partners to CBS. List to be used as input for CBS-led time clock procurement. Coordinate with Sherin Hanna on Huron’s integr… | Joe Delaney (Huron) | Huron | 2026-04-28 00:00:00 | OPEN | Week 3 |
| AA-01 | PMO | Apogy to confirm it is on the review distribution for all Plan phase deliverables submitted by Huron. CBS has 5 business days to accept/reject each deliverable — auto-acceptance applies. Apogy must be in the review loop … | Ashish Parmar (Apogy) | Apogy | Immediate | OPEN | Week 1 |
| AA-02 | Change Management | Apogy to review Huron's Communications Plan template before CBS approval — confirm it explicitly addresses non-digital field communication strategy (printed materials, manager cascade, physical message boards). Flag if H… | Ashish Parmar (Apogy) | Apogy | Before CBS approves Communications Plan | OPEN | Week 1 |
| AA-03 | Change Management | Review Huron's Communications Plan before CBS approval. Specific checks: (1) non-digital field strategy is explicit and accounts for 3,700 workers with no digital access; (2) manager cascade timing includes sufficient ma… | Ashish Parmar (Apogy) | Apogy | Before CBS approves Communications Plan | OPEN | Week 1 |
| AA-04 | Change Management | Review Huron's branding concepts (once developed per HA-20) before CBS votes. Specific check: ensure no concept could be perceived as management propaganda by field workers or union members, and that chosen branding alig… | Ashish Parmar (Apogy) | Apogy | Before CBS votes on branding options (after HA-20) | OPEN | Week 1 |
| AA-05 | Integrations | Flag D-25 (SFTP vs. MimeCast decision) to Jason Sardinas as an open Plan-phase item that must be resolved before Apr 26. CBS IT has raised a valid security concern and the decision should not default to Huron's standard … | Ashish Parmar (Apogy) | Apogy | Apr 21, 2026 | ⚠ OVERDUE | Week 1 |
| AA-06 | Integrations | Review integration ownership assignments in the Smartsheet integration tracker before the first integration design session. Confirm all ~24 integrations have named CBS technical and functional owners. Flag any integratio… | Ashish Parmar (Apogy) | Apogy | Before first integration design session | OPEN | Week 1 |
| AA-07 | PMO | Ashish to confirm CBS IT integration workstream lead: determine whether Gary Kerzhnerman (CBS IT Director) or another designated CBS IT team member will serve as the primary integration workstream contact. | Ashish Parmar (Apogy) | Apogy | 2026-04-28 00:00:00 | OPEN | Week 3 |
| AA-08 | PMO | Ashish to provide CBS executive team list for Steering Committee attendee roster. Required to schedule first monthly SteerCo for May. | Ashish Parmar (Apogy) | Apogy | 2026-04-28 00:00:00 | OPEN | Week 3 |