More work advice needed

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Anglewannabe

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ok, here goes another post about my work and I know I will get some heat but I really want some perspectives.

Background: I work in the head office. My job use to be done in a satellite office over 1000 miles away from where I am located. The reason they hired me is because they wanted my job to now be done in head office. ‘Lisa’ use to do my job. She still works in the satellite office doing other things. Sometimes her (name removed by moderator)ut is needed.

Often, Lisa will send snarky emails to me and she will copy people (including my manager). Some people she copies really don’t need to be in the loop. My strategy was to keep my resentment to myself.

Now that I am trained, we have less communication

Issue #1-) A supervisor ‘Bill’ who works in the same office as Lisa called me since he had trouble entering something in the computer. I called the software company (since I felt it was my job to help Bill). The software added another code to our system. I thought I did a good job. Bill told Lisa about the new code. Lisa sent a snarky email to every supervisor in her office, my manager AND an accountant ! (I have no idea what office this auditor works in but I can assure everyone this issue and code have NOTHING to do with accounting) She scolded me for adding a code. Bill sent me a private email apologizing. I called Bill and said ‘Just so you know, we are cool. Please read between the lines I don’t want to put anything in an email’. My main concern was making sure Bill knew he did nothing wrong

When my manager was back from his day off, he asked to speak to me and said ‘Just so I understand why was this code added’. I can’t really remember what I said because I was petrified in the heat of the moment and was acting like a kid who just got caught with their hand in the cookie jar. My manager said ‘Ok, maybe she just doesn’t want there to be too many codes added’ That was a week ago and nothing has been said to me since. I still worry about what my manager is thinking

Issue 2-). The reason I asked to have a code added is because I told Bill we needed to give a client money. When Lisa found out I wanted this client to receive money, she emailed at least 6 people including my boss. Most people don’t even deal with this division and don’t need to know. She told me according to the contract the client was not entitled to a full refund. I had previously looked up the Federal Law (which has more authority than the contract) and the client is entitled to a partial refund by the Law of Canada. I went to my boss and showed him where it said in the law we owed the client money and asked him how he wanted me to handle it. He said ‘Don’t give the money and if there are legal ramifications, we will deal with them later.’ So I swallowed my pride and emailed Lisa and told her my manager said to follow the contract. Now my dilemma is my conscious. I feel horrid knowing someone was cheated out of money that is legally his.

Issue 3-) Several supervisors have been emailing me since now that it is 2016, they can not make certain entries in the software. I called the software company and they told me I had to make an appointment with a service specialist to roll the numbers over to 2016. They also suggested a certain method that would allow supervisors to make their entries in 2017 before we do the roll over to prevent the inconvenience next year. I spent a lot of time dealing with this issue. At the time my thinking was ‘This is my job so I will do it diligently’. While talking to the software company, I realized there would be 10 cases that would require manual adjustments since they were exceptions to the rule. In my private thoughts I decided I would do them Monday since I got off the phone at almost 4 pm… I emailed all the supervisors to tell them they could now make their entries. I did not mention the 10 exceptions to avoid too many unnecessary details.

Well, just before I was about to leave work Friday, I got another snarky email from Lisa (that went to several people) telling me that I did not follow the usual procedure and I should have done every client manually. And then she listed the 10 cases that were ‘wrong’.

So, now, if questioned Monday by my manager, how do I explain I was well aware of the 10 exceptions and fully planned to do them Monday without looking like I am making excuses?

Issue 4-) There is one lady ‘sara’ in my office that is a really nice person and we get along well. I have a very adamant opinion that things should balance. She does not share my concern of balancing all the numbers. I have quit pestering her since she was starting to get angry with my questions and I felt it was better to keep the peace with this lady. However, it has come to the point where I feel that the business issues really need to be resolved for me to do my job properly.

I feel really caught because as Sara is a very friendly woman and these could be on going issues that could eventually come back to make me look like I am not doing my job.

Angie
 
You have been “wondering” what your boss is thinking for months. Just ASK him.
 
You have been “wondering” what your boss is thinking for months. Just ASK him.
He is the type of guy who avoids ‘conflict’ and emotional discussions like the plague. I would not even know how to approach him
 
You don’t “even know how to approach” your boss? Your issue is communication. Do you have a mentor, an older friend, someone, who can tutor you on communication?
 
You don’t “even know how to approach” your boss? Your issue is communication. Do you have a mentor, an older friend, someone, who can tutor you on communication?
No that’s why I posttest here. I have worked in places where I could have these discussions with positive outcomes ie either I received the information I needed or was politely explained what was required. But this company has a ‘don’t communicate’ dynamic.
 
I am glad you have minimized the communication with Lisa. She seems like trouble, really. It does seems that she is trying hard to make you look back. I am actually surprised even a supervisor in her office had to apologize to you about work he asked you to do… 🤷 and somehow Lisa didn’t like your approach. It looks like your manager is ok with your approach.

I recommend next time be explicit in your email, and list the exceptions in order to avoid Lisa taking advantage of you leaving details out to make you look bad. I am not sure, why you will get in big trouble for not mentioning those 10 exceptions right away? You could mention you were planning an subsequent e-mail to explain them (you were planning to do this, no?), but Lisa just didn’t even allow you the chance to do send it.

You can ask your manager if he is ok with your performance and also with the way you handle the issues at work.

Lastly, Does Lisa has a supervisor? Is she still supposed to be involved with your work? It might be good practice to start to reply to her e-mails politely and copy her Supervisor and yours as well. He might get tired of so many snarky emails and stop that behavior. He also may not care, and you will need to get used to her emails. maybe for a while. It might be possible that after a while you could just tell your supervisor (if you have a good professional relationship with him) that her emails are hindering your work. There are difficult people everywhere even at work. Just make sure you document her emails, make sure you provide a good answer to them especially if she is copying so many people…, and also make sure to not give her ammunition, in other words, try to be detailed/explicit in your emails such as the example of listing the 10 exceptions.
 
Also, with regards to your supervisor, Please make sure to document such critical decisions, especially whether to refund as required by the Law of Canada vs. following the contract. You make sure to document that it was the decision of your supervisor and not yours.
 
He is the type of guy who avoids ‘conflict’ and emotional discussions like the plague. I would not even know how to approach him
I did not say bring him conflict and emotional discussions. I said ASK HIM to discuss your performance and the situation. That need not be either.

Walk into his office and say, “Hey Jim, I’ve been here X months and I’d like a review of my performance-- what I’m doing well and where I need coaching. Also I want to discuss how you want me to handle Lisa. She continue to insert herself into my work and copy tons of people on every email. How about Thursday? That will give you a few days to putyour thoughts together… Great. I’ll book it on our calendars. Thanks”
 
If I were you, I would be confronting Lisa in a carefully worded email and keep a copy of it. She is engaging in passive-aggressive behaviour and purposefully trying to make you look bad. More than likely she’s still unhappy that you got her job and she is unhappy doing what she is doing now. As a result, she’s going to make your life miserable and show everyone else how you are incompetent at the job and that she knows how to do it better.
 
Also, with regards to your supervisor, Please make sure to document such critical decisions, especially whether to refund as required by the Law of Canada vs. following the contract. You make sure to document that it was the decision of your supervisor and not yours.
Yes, exactly Angel. You seem to want to avoid you boss at all costs, but he is a critical piece here.

What should have occurred, especially given your short time in the position, is an email or phone call to your boss saying, “here is the situation with customer X. Contract says A, my research says B. Should I issue the refund or is there another way you want me to handle this?”

Or “I don’t have the contract, so I looked up the regulations online (since I know in a previous post you mentioned not having the contracts). How would you like me to proceed?”
 
I agree that you need to document EVERYTHING, especially decisions that might lead to legal trouble. I would also add that, whenever you are asked for an explanation, try to avoid defensivenss; instead, project an air of “I’m glad you asked; it’s great to have an opportunity to discuss the ways I’ve been working to improve my job performance and contribute to the company!”

Also, your explanations to us are rather long–which is fine for the forum, but not so great when a manager is asking you something. He doesn’t want a book, so think about how you can communicate the essentials in a concise, yet informative manner.

Finally, I quite agree you should ask for (name removed by moderator)ut regarding Lisa’s habits, but be as gracious and non-accusatory as you can be while still covering the facts.

On the subject of communication in general: Business communication is a lot more like creative (nonfiction) writing than you’d think. You need to know your audience and tailor your responses accordingly, and you need to organize your thoughts in a coherent manner that tells the story you want.

We at the forums CANNOT be an adequate resource for your improving your communication style. Even something like Toastmasters might help, but I think it would be to your advantage to seek out a coach to help you work on communicating clearly.
 
I recommend next time be explicit in your email, and list the exceptions in order to avoid Lisa taking advantage of you leaving details out to make you look bad.** I am not sure, why you will get in big trouble for not mentioning those 10 exceptions right away?** You could mention you were planning an subsequent e-mail to explain them (you were planning to do this, no?), but Lisa just didn’t even allow you the chance to do send it…
Perhaps it is just my insecurity. Lisa worded the email in a scolding ‘you should now better’ tone without even asking me if I was aware. I am thinking of reply to her (and copying my manager) and saying:

‘Hi Lisa, hope you had a good weekend. Thank you for pointed out the 10 exceptions. I was actually planning on working on them Monday morning. The reason I did not mention them in my previous email is I know several supervisors have been waiting to make entries in the system. Before leaving Friday, I just wanted everyone to know they can now do their work but didn’t want to bombard them with the details. I am hoping to have all exceptions completed by the end of the day’
Lastly, Does Lisa has a supervisor? Is she still supposed to be involved with your work? It might be good practice to start to reply to her e-mails politely and copy her Supervisor and yours as well. .
I wouldn’t even be able to guess who Lisa’s supervisor is. Technically I have been trained and should do things myself. However, since Lisa use to do my job, she is the only one who can answer ‘how things were done in the past’. Since it is year end and things are coming up that I have never seen yet, she is supposedly the only resource in the company. That or I need to do a lot of research in the field. (and my manager may not want me spending time doing that).
There are difficult people everywhere even at work. .
At the end of the day, my main concern is proving that I can handle the difficult people in a tactful manner. (And pray to Jesus to help rid me of resentments)
 
Also, with regards to your supervisor, Please make sure to document such critical decisions, especially whether to refund as required by the Law of Canada vs. following the contract. You make sure to document that it was the decision of your supervisor and not yours.
I somewhat did this. I sent Lisa an email explaining the Law. Then I sent her an email stating that I will follow my managers advice. At least I have it documented that I wanted to follow the law. Perhaps I will send a copy to my personal email and keep it at home
 
I did not say bring him conflict and emotional discussions. I said ASK HIM to discuss your performance and the situation. That need not be either.

Walk into his office and say, “Hey Jim, I’ve been here X months and I’d like a review of my performance-- what I’m doing well and where I need coaching. Also I want to discuss how you want me to handle Lisa. She continue to insert herself into my work and copy tons of people on every email. How about Thursday? That will give you a few days to putyour thoughts together… Great. I’ll book it on our calendars. Thanks”
Ike, as much as I like that response, my manager really does NOT operate that way. He has no use for conversation. People at the office are always joking about how quiet he is. If I was to book and appointment with him, he would just say ‘no let’s talk now’. Even during my interview when I was trying to give examples of my previous accomplishments, he stared at the ceiling.

I also noticed, in the morning he is ALWAYS in a bad mood. The look in his eye is evil. After 10:30 he usually has a smile on his face so I have made a mental note, unless absolutely necessary, I don’t talk to him until the afternoon.
 
Or “I don’t have the contract, so I looked up the regulations online (since I know in a previous post you mentioned not having the contracts). How would you like me to proceed?”
Update re the contracts; The good news is I told my boss that a lot is missing in the contracts and requested that when they are renewed we word it in a way that is clear to facilitate my decision making. He asked me to keep a list of issues and said we will see what we can do when the contract is renewed. So hopefully as time goes on, that will be less of an issue
 
I agree that you need to document EVERYTHING, especially decisions that might lead to legal trouble. I would also add that, whenever you are asked for an explanation, try to avoid defensivenss; instead, project an air of “I’m glad you asked; it’s great to have an opportunity to discuss the ways I’ve been working to improve my job performance and contribute to the company!” .
Good advice, I am working on it but in the heat of the moment, my insecurities get the best of me
Also, your explanations to us are rather long–which is fine for the forum, but not so great when a manager is asking you something. He doesn’t want a book, so think about how you can communicate the essentials in a concise, yet informative manner…
Again, a habit I need to work on developing
Finally, I quite agree you should ask for (name removed by moderator)ut regarding Lisa’s habits, but be as gracious and non-accusatory as you can be while still covering the facts…
Well, I did quietly mention something to Sara and she just rolled her eyes and said ‘That is Lisa for you’. At least I felt a bit better.
On the subject of communication in general: Business communication is a lot more like creative (nonfiction) writing than you’d think. You need to know your audience and tailor your responses accordingly, and you need to organize your thoughts in a coherent manner that tells the story you want…
Again, something I am working on. I am a detailed mathematical person. I like to show formulas which I have learnt over the years bore people. I am trying to learn how to use words instead.
 
Ok, I just want to highlight a few points.

A lot of good (name removed by moderator)ut was provided regarding Lisa and I want to thank everyone for it. However, the issues with Lisa are ‘one offs’ and once there is a business procedure in place, it dies down and I can follow the ‘rules’

However, the issue with Sara is an ongoing thing and I really can see the books being out of balance if it goes on. And this is an issue I really feel I should figure out but Sara has obviously made it clear she will not rack her brain any further over it. How do I approach my manager for the information without making Sara look bad ?
 
Ok, I just want to highlight a few points.

A lot of good (name removed by moderator)ut was provided regarding Lisa and I want to thank everyone for it. However, the issues with Lisa are ‘one offs’ and once there is a business procedure in place, it dies down and I can follow the ‘rules’

However, the issue with Sara is an ongoing thing and I really can see the books being out of balance if it goes on. And this is an issue I really feel I should figure out but Sara has obviously made it clear she will not rack her brain any further over it. How do I approach my manager for the information without making Sara look bad ?
Let Sara do her thing and ignore it.

If her work does not balance, that is her problem.

If it directly impacts your ability to balance or do your own work, then type up a suggested balancing procedure (if there isn’t one) and suggest it to your boss. If he wants to implement it, it can come from him not you.
 
Ok, I just want to highlight a few points.

A lot of good (name removed by moderator)ut was provided regarding Lisa and I want to thank everyone for it. However, the issues with Lisa are ‘one offs’ and once there is a business procedure in place, it dies down and I can follow the ‘rules’
I think that you will be running into little “one off” issues for a long time. LIsa is torpedoing you every chance she gets. I would think here shtick is getting old with the managers, but I don’t know.

I know that you have a very specific way that you want to conduct yourself and you expect others to interact with you a certain way, but, if I were you, I would get in the habit of including her when you are about to do things that are non-routine.

“Lisa, I’m about to add a code in the system because a supervisor wants to refund a customer some money. Are there issues here I should know about?”

“Lisa, we didn’t talk about rolling years. It’s now 2016, and we need to do some updating. How has that worked in the past?”

Oh, and I would tell my boss and then email Lisa privately and tell her that she shouldn’t email a cast of thousands when she has a comment to make about something that has to do with the transition of the function from her to me.
 
Let Sara do her thing and ignore it.

If her work does not balance, that is her problem.

If it directly impacts your ability to balance or do your own work, then type up a suggested balancing procedure (if there isn’t one) and suggest it to your boss. If he wants to implement it, it can come from him not you.
I am responsible for deducting the money from clients, Sara is responsible for the billing. In a way it is a joint responsibility. I have created a spreadsheet where I want to dump my numbers and Sara’s numbers to make sure they are the same. I am ALWAYS out of balance. In order to figure out why, I need to understand the billing procedure. Are clients billed after service is provided or before. Every time I ask Sara that question, I get a different answer. I actually have both answers in an email from her.

I am thinking of bring them to my boss, and asking which one it is (and I know from experience he will not know the answer because he has told me to bring these questions to Sara) I also have an email from Sara saying ‘The numbers don’t need to balance’. I am planning to mention to my manager that if there is a good reason, I am OK with it I just want to know what the reason is. I also once said to Sara ‘If you are too busy to figure out how the billing is done, perhaps you can send me the emails from billing and I can figure it out for myself.’ Sara has blatantly refused to send me the emails

Angie
 
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