Ireland Pay & Kairos — internal
Ireland Pay & Kairos — internal
Ireland Pay & Kairos — internal
Everything you need to run this. Read it once end to end — it takes about five minutes — then come back to When something looks wrong whenever you need it.
Every week, US Century Bank employees refer merchants to Ireland Pay. This app reads what happened in Iris— the system Ireland Pay keeps those referrals in — and writes three emails about it:
The app writes all three by itself, early on Tuesday morning. Your job is to check them and decide whether they go out. You are the only check there is.
Open This week. The top of the page tells you what state the week is in and lists what to do. Then work down the three steps. It usually takes ten minutes.
Check what the system flagged
The report reads a CRM other people type into. This is everything it noticed that a person should look at.
The app lists everything it noticed. Each one says what it is, why it matters, and what to do about it. Most weeks the answer is “nothing to do” — those are there so the numbers make sense, not because anything is broken.
The ones marked Deal with this first are the ones that put a wrong figure in front of the bank. Do not send past one of those without either fixing it or deciding, on purpose, that it does not matter.
Read what people will get
This is the exact email, not a summary of it. If it reads wrong here, it reads wrong in every inbox it reaches.
Read the banker newslettertab properly — top to bottom, like a person receiving it. You are checking that it reads like something a bank should receive: names spelled right, numbers that are not absurd, nothing that reads as an accusation.
You can add a note in your own words at the top, and pick the short education piece. If you change either, the preview will not update until you use Refresh the numbers. That is on purpose: what gets sent is always exactly what you read.
Send it, or pause it
Sending cannot be undone from anybody's inbox. Pausing is free and stops the clock.
Check who it reaches, then press one of three buttons. Send it emails everyone now and asks you once more first. Pause stops the week so it cannot send itself. Refresh the numbers re-reads Iris and rewrites the emails.
Pausing is free and sending is not. If you are not sure, pause it and ask. Nobody has ever regretted a week that went out a day late; the opposite is not true.
The one thing to know about the deadline
If nobody does anything, the week sends itself about a day after it is written. The countdown is at the top of This week. Pausing cancels it completely. Refreshing the numbers restarts it. Doing nothing is a decision, and it is the decision to send.
Pausing the week is always a safe answer, and it is the right one whenever you are not sure. It cannot break anything and it takes ten seconds. Write what you saw in the box — whoever picks it up next only ever sees what you wrote there.
Look in step 1 first — the app has usually already noticed and will tell you what to do. If it has not, pause the week and say which number and which branch. Do not send a figure you cannot explain: everybody named in the email can see it, and a wrong leaderboard is the one mistake this newsletter cannot walk back.
Step 1 will offer you two buttons on that row. Fix it in Irischanges the CRM everybody uses, so the problem is solved for good and for everyone — use this when you know who is right. Just fix this report changes only what the newsletter says, and the problem comes back every week until somebody fixes Iris.
Either way you have to type a reason, and either way the change shows the exact before and after before it does anything. Nothing happens until you confirm.
That is expected. The email is written once and frozen, so what you approve is exactly what you read. Use Refresh the numbersin step 3 — it rewrites the emails with your correction in them. The top of the page tells you when you have corrections that are not in the email yet.
Reload the page. If it says it again, pause the week and escalate. This matters more than it sounds: a panel that failed to load looks exactly like a panel with nothing wrong in it, so “could not load” is never the same as “all clear”.
The emails were approved but the mail service did not accept all of them. The error is on the page. Some people may have received it and some may not. Do not press send repeatedly — escalate, because working out who got what is not something to guess at.
At the bottom of the week there is Take this week back. It switches off the web copy and emails everyone who received it asking them to ignore it, then reopens the week so a corrected one can go out.
It cannot delete anything from anybody’s inbox — nothing can. Tell Jake before you do it, not after.
Open Who gets it and search for their name. Anybody the send would skip is marked in red with the reason. Nobody can add themselves; every address there was typed in by staff or came from the bank’s own roster.
A refresh takes a couple of minutes. The page watches it and tells you when it lands — you do not need to reload or click anything. If it has been longer than that, the page will say so and it is safe to press the button again.
Never send a week you have not read.
The preview in step 2 is the actual email. Reading it is the job; everything else on the page is support for that one act.
Never guess at a figure.
If you cannot explain a number to the person it is about, it does not go out. Pause instead — a late newsletter costs nothing.
Never treat “could not load” as “nothing wrong”.
They look identical on screen and mean opposite things. Reload; if it persists, pause and escalate.
Never add an email address from outside the approved companies.
The app refuses them anyway. This report contains bank production figures and cannot leave those domains.
Never mark a bonus paid before the money has actually gone out.
There is no undo on that. It is the one screen in this app that records something irreversible about money.
Never press send twice because nothing seemed to happen.
Wait, then reload. The app refuses double sends, but guessing about what reached whose inbox is a bad afternoon.
When in doubt, pause and ask. There is no situation in this app where pausing the week is the wrong move, and there are several where sending is. Nobody will mind the question.