[ { "status": "Terminated", "client": "Brianna’s Nutrition Kitchen (BNK)", "employee_name": "Jenno Nicole Alorro", "role": "General Virtual Assistant", "hours": 30, "start_date": "2024-10-18", "exit_date": "2025-08-21", "days": null, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client decided to terminate. Staff missed key responsibilities including daily candidate outreach on Indeed and timely submission of EOD reports, with no responses when followed up. She was also absent from a scheduled meeting due to personal reasons, contributing to gaps in communication. Additionally, social media work required frequent reminders and lacked consistency and creativity, with some client interactions left unattended and tasks needing to be covered by others.", "replacement_needed": true, "action_items": [ "To secure replacement before VA total disengagement", "Sort out tiemsheet and hours, will potentially waive 2 week billing due to undertain work hours", "HMO ??", "VA Not Eligible for reprofiling", "Update HRA notes" ] }, { "status": "Terminated", "client": "Ascend Property", "employee_name": "Regine Francisco", "role": "Property Management Assistant", "hours": 40, "start_date": "2024-09-30", "exit_date": "2025-08-18", "days": 231, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Regine encountered personal circumstances that significantly affected her ability to perform her work responsibilities. Despite efforts to manage the situation, she was unable to cope with the demands of her role, which led to consistent challenges in meeting expectations. With this, the client has decided to terminate her employment.", "replacement_needed": true, "action_items": [ "Awaiting response from VA for an exit call", "To secure exit clearance form once her hours are sorted", "HMO not Enrolled", "VA Not Eligible for reprofiling", "Update HRA notes" ] }, { "status": "Endo", "client": "Sunset Capital Management", "employee_name": "Joseph Vidol", "role": "Accountant/Bookkeeper", "hours": 40, "start_date": "2024-04-16", "exit_date": "2025-08-31", "days": 359, "voluntary_involuntary": "Involuntary", "reason_for_exit": "The client decided to formally end Joseph's engagement as part of Sunset Capital Management’s restructuring and shift toward engaging more locally based support. Client expressed appreciation for Joseph’s contributions during his engagement. Coordination of the offboarding process was requested and acknowledged.", "replacement_needed": false, "action_items": [ "To secure exit clearance form once his hours are sorted and final pay finalized by month end", "HMO Enrolled, subject for non renewal", "VA for reprofiling; resume endorsed to recruitment already", "Update HRA notes" ] }, { "status": "Terminated", "client": "Twenty First Financial", "employee_name": "Frances Gayle Villanueva", "role": "General Virtual Assistant", "hours": 40, "start_date": "2025-02-27", "exit_date": "2025-08-04", "days": 113, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Frances was let go by the client due to poor performance. She did not ask questions, appeared idle despite claiming to be focused on tasks from David, and was often absent on weekends. The team found it difficult to train her as she rarely communicated or participated in support channels, and it was also mentioned that she held multiple jobs. According to her, the schedule was not working for her, and she had been frequently sick. Following her departure, two new VAs were hired, Jovelyn returned to her previous role, and Sittie took over Frances’ shift along with some of Adam’s tasks.", "replacement_needed": true, "action_items": [ "No actions on billing/refundables since we've secured replacement", "To secure exit clearance form once her hours are sorted and final pay finalized by month end", "HMO Enrolled, subject for cancellation (not eligible for reprofiling)", "Update HRA notes" ] }, { "status": "Terminated", "client": "Twenty First Financial", "employee_name": "Jan Mari Cupang", "role": "Financial/Accounting Analyst", "hours": 40, "start_date": "2025-04-21", "exit_date": "2025-08-01", "days": 75, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Jan was assigned to David, who is known to be particular and expects clarity and initiative. While the team shared tips on how to work with him, such as consistently asking questions and clarifying tasks, Jan struggled to apply these. Unlike others who proactively sought guidance, Jan was less engaged and showed limited initiative. In addition, expectations around output quality have not been met.", "replacement_needed": true, "action_items": [ "No actions on billing/refundables since we've secured replacement", "To secure exit clearance form once her hours are sorted and final pay finalized by month end", "HMO Not Enrolled, (not eligible for reprofiling)", "Update HRA notes" ] }, { "status": "Endo", "client": "Alastrya FZCO", "employee_name": "Jean Mae Cortes", "role": "GVA-Graphic Designer", "hours": 30, "start_date": "2024-12-04", "exit_date": "2025-07-31", "days": 172, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client, Alana, shared that she’s having a hard time maximizing Jean’s hours and no longer requires her services as originally planned. She asked to start the 30-day notice period from July 1, noting that it won’t take effect right away. She also mentioned she plans to speak with Jean directly before anything moves forward.", "replacement_needed": false, "action_items": [ "Finalize billing side and complete exit clerance with Jean by 07/31", "To secure exit clearance form once her hours are sorted and final pay finalized by month end", "HMO Enrolled, subject for non renewal if not reprofiled", "Ongoing VA reprofiling ( c/o Claudette)", "Update HRA notes" ] }, { "status": "Terminated", "client": "Itechra", "employee_name": "Paulo Canlas", "role": "Centralized Services Engineer", "hours": 40, "start_date": "2025-05-26", "exit_date": "2025-07-25", "days": 45, "voluntary_involuntary": "Involuntary", "reason_for_exit": "The client reported ongoing performance and timekeeping issues with Paulo, including failure to meet expectations, incomplete deliverables, and discrepancies in reported hours. Due to these concerns, they have decided to terminate his assignment and requested a billing adjustment( no hours will be billed for July).", "replacement_needed": true, "action_items": [ "Client is in need of urgent replacement, finalize billing side (we won't be charging client for July invoice, VA will only receive July A pay) and complete exit clerance with Paulo", "HMO Not Enrolled", "Not Eligible for reprofiling", "Update HRA notes" ] }, { "status": "Resigned", "client": "Beyond Med", "employee_name": "Ninfa Banluta", "role": "Sales Development Representative", "hours": 40, "start_date": "2024-09-11", "exit_date": "2025-07-14", "days": 219, "voluntary_involuntary": "Voluntary", "reason_for_exit": "Ninfa has been considering venturing in a General Admin Asst. role and wanted to do away with sales. She recently got a job offer from a friend and so decided to resign from her role as a sales representative. She's referred a friend for a replacement.", "replacement_needed": true, "action_items": [ "Ongoing rendering till 15th, replacement already endorsed and already scheduled for interviews c/ Claudette", "To secure exit clearance form once her hours are sorted and final pay/commission finalized", "HMO - Cancelled Enrollment by next Q", "Update HRA notes" ] }, { "status": "Terminated", "client": "Roofing Angels", "employee_name": "Roselle Dela Rosa", "role": "CSR/Sales Representative", "hours": 40, "start_date": "2025-05-19", "exit_date": "2025-07-11", "days": 40, "voluntary_involuntary": "Involuntary", "reason_for_exit": "The client has decided to end the contract, stating that the staff member isn’t bringing much value to the role and is mainly present just to log hours. Based on my conversation with the VA, there’s a lot of downtime and very minimal tasks. She mentioned handling only 20–30 calls, mostly cold leads that go to voicemail, as the list consists of old or previously rejected contacts. She also monitors incoming call queues, but the volume is very low.", "replacement_needed": false, "action_items": [ "Timesheet already submitted. To finalize billing side once Richard confirms if clients will not pursue a replacement", "To secure exit clearance form once her hours are sorted/appreoved by client and final pay finalized", "HMO - Not enrolled", "VA reprofiled to BeyondMed", "Update HRA notes" ] }, { "status": "Terminated", "client": "FoodGrid Inc", "employee_name": "Joanne Trinette Delos Reyes", "role": "Growth Marketing Manager", "hours": 40, "start_date": "2025-01-20", "exit_date": "2025-07-09", "days": 123, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Jonathan officially ended the VA’s contract effective July 3. Over the past few months, there had been ongoing concerns with task reporting and consistency, which were discussed with Joanne several times. Although the client initially hired a replacement, Jean, they later decided to retain Joanne on a part-time basis. However, the necessary improvements were still not fully met, and the client ultimately chose to end the engagement.", "replacement_needed": true, "action_items": [ "Ongoing sorting of timesheet and billing side", "To secure exit clearance form once her hours are sorted/appreoved by client and final pay finalized", "HMO - Not enrolled due to ongoing performance issues", "Not eligible for reprofiling", "Update HRA notes" ] }, { "status": "Endo", "client": "Rapid Results Creators", "employee_name": "Dennis Padlan", "role": "Operations Manager", "hours": 30, "start_date": "2024-11-25", "exit_date": "2025-07-04", "days": 160, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client, Derek, shared that they’ve made the tough decision to let Dennis go, citing a drop in clientele over the past few months. With things shifting, they’re no longer able to keep the operations manager role. They spoke very highly of Dennis, noting his dedication and strong performance, and said he’ll definitely be missed. Dennis was given a two-week notice to allow time to explore new opportunities, and the client also offered to provide a reference or testimonial to support him moving forward.", "replacement_needed": false, "action_items": [ "Timesheet already submitted. To finalize billing side, include 2 days rendered for July A to upcoming payroll covering June B.", "To secure exit clearance form once his hours are sorted/approved by client and final pay finalized", "HMO enrolled – to be cancelled or not renewed if VA isn’t reprofiled", "Already coordinated reprofiling to recruitment team (c/o Claudette)", "Update HRA notes" ] }, { "status": "Terminated", "client": "Dentalook (Ahmed)", "employee_name": "Prince Somosot", "role": "Video Editor", "hours": 40, "start_date": "2024-11-05", "exit_date": "2025-07-03", "days": 173, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Performance Issues: Prince works with Marwan but has been struggling. While Erika is highly reliable, asks the right questions, and is seen as a valuable asset, Prince has shown the opposite. His editing skills and turnaround time are much slower, and even after receiving instructions through multiple channels like Asana and WhatsApp, he still makes repeated mistakes. The client feels they don’t have time to keep giving feedback when corrections aren't being properly applied. Also touchbase with Prince and is quite ", "replacement_needed": true, "action_items": [ "Replacement VA, Blithe, started 07/07", "Client coordinated the termination date effective July 3rd but VA is no longer responsive, access to tools and system has also been revoked.", "We're ruling VA as AWOL/Terminated, already coordinated w/ Angel (access remove to timesheet and mailchimp)", "HMO - Not enrolled", "Updated HRA notes" ] }, { "status": "Terminated", "client": "Hen Dog Marketing", "employee_name": "Joseph Ezra Vianzon", "role": "Project Manager and Ads Specialist", "hours": 20, "start_date": "2025-06-09", "exit_date": "2025-07-03", "days": 19, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client, Silke, raised concerns about Ezra’s productivity and skill level, noting he takes significantly more time to complete tasks compared to Kai, despite having a higher hourly rate. They’ve had to double-check his work due to frequent errors and missed instructions, and are unsure if he's fit for a project management role. she decided to terminate his contract as both agreed it's not working out.", "replacement_needed": true, "action_items": [ "Replacement VA, Donna, started 7/7", "Timesheet already submitted. To finalize billing side.", "Clearance form secured, not eligible for reprofiling", "HMO - Not Eligible", "Update HRA notes", "Completed" ] }, { "status": "Endo", "client": "Your Partner in Solar", "employee_name": "Carmela Tubog", "role": "Executive Assistant", "hours": 30, "start_date": "2023-02-22", "exit_date": "2025-06-27", "days": 613, "voluntary_involuntary": "Involuntary", "reason_for_exit": "The client has decided to end the contract, sharing that business has been slow and there are little to no tasks available for the VA. He’s also currently focused on a new business venture, which has made it difficult for him to stay engaged.", "replacement_needed": false, "action_items": [ "Timesheet submitted – ready to finalize billing", "To secure exit clearance form once her hours are sorted/appreoved by client and final pay finalized", "HMO enrolled – to be cancelled or not renewed if VA isn’t reprofiled", "Already coordinated reprofiling to recruitment team (Gray)", "Update HRA notes" ] }, { "status": "Terminated", "client": "Bright West Inc.", "employee_name": "Lorenz Matencio", "role": "Meta Ads Specialist", "hours": 40, "start_date": "2025-06-25", "exit_date": "2025-06-26", "days": 2, "voluntary_involuntary": "Involuntary", "reason_for_exit": "The client has decided to end the contract due to concerns regarding the VA’s skill set and overall fit for the role.", "replacement_needed": null, "action_items": [ "Timesheet submitted – to finalize billing", "Clearance form secured", "HMO enrolled – not enrolled", "Update HRA notes" ] }, { "status": "Resigned", "client": "FoodGrid Inc", "employee_name": "Glory Pearl Dy", "role": "Growth Marketing Manager", "hours": 15, "start_date": "2024-12-09", "exit_date": "2025-06-13", "days": 135, "voluntary_involuntary": "Voluntary", "reason_for_exit": "Pearl had already expressed her intent to resign last year, but Jonathan requested that she continue helping at least part-time until we found stable support. Now that Jean (the new hire) has transitioned into the sales and marketing support role, Pearl has decided to formally part ways. She has also been managing Hemolytic Anemia and has been on regular medication.", "replacement_needed": true, "action_items": [ "Coordinate billing side", "HMO - Not enrolled, VA PT", "Updated HRA notes." ] }, { "status": "Terminated", "client": "Horizon Computer Solutions Inc", "employee_name": "Jeycor Gomez", "role": "System Analyst", "hours": 40, "start_date": "2025-07-03", "exit_date": "2025-05-09", "days": -40, "voluntary_involuntary": "Involuntary", "reason_for_exit": "The VA has been experiencing power and internet issues since May 09 and has requested an indefinite leave. Due to the uncertainty and lack of availability, the client has decided to end the engagement and proceed with finding a replacement.", "replacement_needed": true, "action_items": [ "Replacement VA, Efren, started on 07/09", "Previous VA has been unresponsive since; no salary will be credited for remaining hours in May, remove access to timesheet and mailchimp", "HMO – Not enrolled", "Update HRA notes" ] }, { "status": "Endo", "client": "Spiral Scout", "employee_name": "Jan Mari Cupang", "role": "Accounting Controller", "hours": 40, "start_date": "2025-04-21", "exit_date": "2025-06-09", "days": 36, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client had to end the engagement due to ongoing financial constraints brought on by the current situation in the U.S., which has been affecting their business. They shared that Jan did good work and was always willing to help and support the team.", "replacement_needed": false, "action_items": [ "Circle back client, finalize billing side and schedule exit call w/ VA", "HMO - Not enrolled", "Update HRA notes. Jemimah Ramosplease, thanks!", "VA for reprofiling - Already Hired to TwentyFirst Financial" ] }, { "status": "Terminated", "client": "Empwr Solar", "employee_name": "Merwinn John Cruz", "role": "Pre-sale Design Specialist", "hours": 40, "start_date": "2025-05-19", "exit_date": "2025-06-05", "days": 14, "voluntary_involuntary": "Involuntary", "reason_for_exit": "The client ended Merwinn’s contract effective June 4 due to several issues, including slow replies during work hours, lack of involvement with the team lead and tracker, and concerns about honesty regarding medical leave. The final issue was a 1.5-hour delay in responding during a teammate’s break, which disrupted operations.", "replacement_needed": false, "action_items": [ "Waiting confirmation re replacement and next steps", "To schedule Exit Call with the VA - Done", "Update the HRA Payroll: to waive one full week of Merwinn’s pay (will be based on client's confirmation)" ] }, { "status": "Endo", "client": "The Savor Mama", "employee_name": "Faith Eunice Benavidez", "role": "Social Media Manager", "hours": 20, "start_date": "2025-03-27", "exit_date": "2025-06-04", "days": 50, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client, Cielo, had to stop the services for now due to budget constraints and business priorities, shared that she received what she needed for her business's next stage of growth. Also added that she learned so much and truly appreciated working with Treantly.", "replacement_needed": false, "action_items": [ "Jenize to finalize billing side", "HMO - Not enrolled., VA PT", "Updated HRA notes. Done.", "VA for reprofiling - Already endorsed" ] }, { "status": "Endo", "client": "Solar Medix", "employee_name": "Cheyenne Mangompit", "role": "Admin Assistant", "hours": 40, "start_date": "2024-04-16", "exit_date": "2025-05-30", "days": 294, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client decide to hire the staff directly effective 06/02/2025. We have 3 VAs left working still under Treantly. Client is hiring for 1 other role.", "replacement_needed": false, "action_items": [ "Richard to meet w/ Anthony on 06/05/2025", "Emailed the staff", "To sort out timesheet for May and credit VAs salary in full amount", "Updated HRA notes" ] }, { "status": "Endo", "client": "Solar Medix", "employee_name": "Cathy Venegas", "role": "Executive Assistant", "hours": 40, "start_date": "2023-05-01", "exit_date": "2025-05-30", "days": 545, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client decide to hire the staff directly effective 06/02/2025. We have 3 VAs left working still under Treantly. Client is hiring for 1 other role.", "replacement_needed": false, "action_items": [ "Richard to meet w/ Anthony on 06/05/2025", "Emailed the staff", "To sort out timesheet for May and credit VAs salary in full amount", "Updated HRA notes" ] }, { "status": "Terminated", "client": "Fused Electric Inc", "employee_name": "Mae Ann Devera", "role": "Executive Assistant", "hours": 20, "start_date": "2024-10-03", "exit_date": "2025-05-30", "days": 172, "voluntary_involuntary": "Involuntary", "reason_for_exit": "The client decided to let go of Mae Anne due to recurring issues. They mentioned that she was not consistently performing her tasks, was often unavailable during her assigned hours, showed a lack of communication, and demonstrated dishonesty. In one instance, she claimed to be working but was clearly in a car at the time. Spoke to VA and there were pushbacks re client's feedback. VA sent screenshot of her back n forths with client, shared that client is a bit demanding with her time requiring her to respond even after works hours.", "replacement_needed": false, "action_items": [ "Awaiting further feedback from client", "Worked hours from May 16-30, 2025 will be credited.", "Updated HRA notes, Jenize to settle any refundables.", "To Update VA re salary, not eligible for reprofile Jemimah Ramos" ] }, { "status": "Terminated", "client": "Hen Dog Marketing", "employee_name": "Charissa Mondejar", "role": "Project Manager", "hours": 20, "start_date": "2025-03-05", "exit_date": "2025-05-29", "days": 62, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Charissa’s last day of work, based on her timesheet, is May 20. The client’s been dealing with delays, pending deliverables, and lack of responses. Client to hire a replacement plus 1 additional role. Decided to increase Kai's hrs to 30 effective 06/02 to take on some proj management task on the side. VA is all good.", "replacement_needed": true, "action_items": [ "TB ongoing replacements to set expectation", "To hold off salary for month of May until VA have its Exit Call, VA just responded 06/02 still trying to schedule a call for some task hand over but no response.", "Updated HRA notes - no hrs will be credited for May in the meantime", "Note: Going forward to impose ultimatum on response time to VAs specially those who have pending deliverables with client." ] }, { "status": "Resigned", "client": "Deepseas", "employee_name": "Kenneth Gregorio", "role": "FP&A Senior Analyst", "hours": 40, "start_date": "2025-04-01", "exit_date": "2025-05-29", "days": 43, "voluntary_involuntary": "Voluntary", "reason_for_exit": "VA decided to resign due to health issues. Has been absent since May 10, 2025. Sent med certs to client.", "replacement_needed": false, "action_items": [ "Awaiting further feedback from client, Gray followed up 05/28th no response", "To hold off salary for month of May until VA have its Exit Call, no response last update still in the hospital", "To update HRA notes - no hrs will be credited for May" ] }, { "status": "Endo", "client": "NuVsio", "employee_name": "Mecah Pojas", "role": "Appointment Setter", "hours": 20, "start_date": "2025-02-18", "exit_date": "2025-05-22", "days": 68, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client decided to end the contract. The account is a bit difficult and VA is not getting any leads (less than 300 contacts and only one potential lead). She will reach out and keep Treantly in mind for future hirings for other projects (social media and email marketing).", "replacement_needed": false, "action_items": [ "Jenize to send refundable to Dr. Brei", "Timesheet remianing work hours", "Updated HRA notes" ] }, { "status": "Terminated", "client": "Arise Mortgage", "employee_name": "Marion Realon", "role": "Video Editor/ Social Media Manager", "hours": 20, "start_date": "2025-03-19", "exit_date": "2025-05-19", "days": 44, "voluntary_involuntary": "Involuntary", "reason_for_exit": "The client felt over the past 3 weeks, Marion appeared to be underperforming, with multiple missed deliverables and little visible progress. They felt he was no longer actively doing the work.", "replacement_needed": false, "action_items": [ "Exit Call with Marion 05/20/2025", "Timesheet May 1-19, 2025", "Updated HRA notes" ] }, { "status": "Terminated", "client": "Scootaround Inc", "employee_name": "Patricia Villanueva", "role": "Customer Service Representative", "hours": 40, "start_date": "2025-05-05", "exit_date": "2025-05-07", "days": 3, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client through Gerri made some comments about her perfomance and work ethic: Misuse of Time, Unprofessional Behavior towards work, Inattentiveness.", "replacement_needed": false, "action_items": [ "Scheduled meeting with other VA on her batch for briefing", "Exit Call with Patricia scheduled May 8, 2025", "No Salary for rendered 3 days", "Does not qualify for reprofilling" ] }, { "status": "Terminated", "client": "Dr. Shoshana Friedman", "employee_name": "Patricia Gamboa", "role": "Executive Assistant", "hours": 20, "start_date": "2025-01-27", "exit_date": "2025-05-05", "days": 71, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client, Shoshana, decided to end Patricia's contract after discovering errors. Ended in good terms.", "replacement_needed": false, "action_items": [ "Jenize snet refundables to client", "Exit Call with Patricia scheduled on May 6", "Client response to the termination of the VA", "Timesheet until May 6", "Updated HRA notes" ] }, { "status": "Resigned", "client": "MLW Ventures LTD", "employee_name": "Billie Abellera", "role": "Real Estate Virtual Assistant", "hours": 40, "start_date": "2025-04-07", "exit_date": "2025-04-30", "days": 18, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client and Staff mismatch but more so client being difficult.", "replacement_needed": true, "action_items": [ "Richard, Nhia, Claud - work closely for replacement", "Timesheet until April B", "VA reassessed for reprofiling", "Coordinated/ Updated HRA notes" ] }, { "status": "Resigned", "client": "Fung Law", "employee_name": "Megan Aleta", "role": "Legal Assistant", "hours": 40, "start_date": "2024-03-19", "exit_date": "2025-04-30", "days": 292, "voluntary_involuntary": "Voluntary", "reason_for_exit": "Megan formally submitted her resignation letter through email 4/28/2024, will render 2 weeks - date of disengagement is May 9th. VA separation is mainly due to health issues. Client will be taking a look at their overall HR needs over the next two months to assess if it makes sense to request another VA at that time and will certainly keep Treantly in mind. He shared he always recommend Treantly company to other small business owners.", "replacement_needed": false, "action_items": [ "Confirm Megan last date and Ephraim's instruction", "Inform the client of the resignation", "Effective Date April B", "Megan's salary is put on hold, VA unresponsive, need to complete clearance first before crediting remianing dues." ] }, { "status": "Endo", "client": "Mvnifest", "employee_name": "Xander Cocal", "role": "Bookkeeper", "hours": 40, "start_date": "2024-04-29", "exit_date": "2025-04-29", "days": 262, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Client is selling his business (account) particularly one that's Xander has been working on so he won't be needing his services anymore. Provided timeline till month end April for disengagement.", "replacement_needed": false, "action_items": [ "Brian already coordinated", "Finalize VA’s timesheet – last working day is April month end", "HMO Timing is safe, cleared.", "To Update HRA notes." ] }, { "status": "Terminated", "client": "Solutions Group Accounting", "employee_name": "Alexandra MArie Pine", "role": "Bookkeeper", "hours": 20, "start_date": "2025-03-06", "exit_date": "2025-04-24", "days": 36, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Skills and Performance Issues: VA lacked proficiency in both QuickBooks Online (QBO) and QuickBooks Desktop (QBD), which are essential for the role. She struggled to follow clear instructions during the Canopy training, often missing steps or asking questions that were already addressed in the materials. Her work showed a lack of attention to detail—for example, misclassifying “Human Interest” transactions as interest expenses without basic verification. She demonstrated inefficiency and a limited initiative in navigating the learning process independently.", "replacement_needed": true, "action_items": [ "Communicated/coordinated the replacement requirements to REC Team", "Timesheet until 04/24/2025", "HMO - Not enrolled", "Updated HRA notes" ] }, { "status": "Endo", "client": "Interhealth Financial Inc.", "employee_name": "Hannah Gumba", "role": "Admin Assistant", "hours": 30, "start_date": "2024-12-04", "exit_date": "2025-04-17", "days": 97, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Ben shared that this year business has been slower and he needs to consider downsizing the team, he's considered reduction of hours however he thinks at this time it would be best for the company to reduce cost. He left positive feedback for Hannah and added a $100 CAD bonus to thank her for all her help .", "replacement_needed": false, "action_items": [ "Timesheet until 4/17/2025", "HMO - Not enrolled", "Update HRA notes. Done" ] }, { "status": "Terminated", "client": "BeyondMed", "employee_name": "Jobelle Aleno", "role": "Bookkeeper", "hours": 40, "start_date": "2025-02-20", "exit_date": "2025-04-14", "days": 38, "voluntary_involuntary": "Involuntary", "reason_for_exit": "Challenges with responsiveness and work efficiency were noted, including frequent errors in bookkeeping and invoicing tasks. Concerns was raised regarding possible moonlighting.", "replacement_needed": true, "action_items": [ "Timesheet until 4/11/2025", "HMO - Not enrolled", "Updated HRA notes. Done" ] }, { "status": "Endo", "client": "Spaze Concept Corp", "employee_name": "Jaen Manegdeg", "role": "Photo / Video editor", "hours": 40, "start_date": "2024-09-03", "exit_date": "2025-04-12", "days": 159, "voluntary_involuntary": "Involuntary", "reason_for_exit": "RE Jaen's End of Contract (Michael Spazefurniture) Michael is letting go of Jaen effective today, April 11, 2025. The ongoing trade between China and the US is affecting the business. That's why he needs to cut costs. He said good things about Jaen and hoped we could find him a new opportunity. Marion is doing great though and they're still keeping him.", "replacement_needed": false, "action_items": [ "Timesheet until 4/11/2025", "HMO - Not enrolled", "Update HRA notes." ] }, { "status": "Terminated", "client": "Horizon", "employee_name": "Shinny Ula", "role": "Controller", "hours": 40, "start_date": "2025-03-10", "exit_date": "2025-04-09", "days": 23, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Terminated, Performance Inefficiency issues and skills mismatch.", "replacement_needed": true, "action_items": [ "VA Terminated 4/9/2025", "Laptop issued already" ] }, { "status": "Terminated", "client": "Horizon", "employee_name": "Keyren Rebibis", "role": "A/R and Collections", "hours": 40, "start_date": "2025-03-11", "exit_date": "2025-04-09", "days": 22, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Terminated. VA Terminated, Performance Inefficiency issues and skills mismatch", "replacement_needed": true, "action_items": [ "VA Terminated 4/9/2025", "Laptop issued to be shipped back" ] }, { "status": "Resigned", "client": "Itechra", "employee_name": "Ella Padayao", "role": "Account Manager", "hours": 40, "start_date": "2025-03-27", "exit_date": "2025-04-04", "days": 7, "voluntary_involuntary": "Voluntary", "reason_for_exit": "VA decided to resign due to sudden personal circumstance.", "replacement_needed": true, "action_items": [ "New Hire (Immediate resignation) no hours charged for the client.", "Not HMO - clear", "Update HRA notes." ] }, { "status": "Resigned", "client": "CND Scooter", "employee_name": "Pamela Uddin", "role": "Customer Service Representative", "hours": 40, "start_date": "2024-12-09", "exit_date": "2025-03-28", "days": 80, "voluntary_involuntary": "Voluntary", "reason_for_exit": "VA Resigned – Pam is dealing with a personal matter at home involving her husband, which is why she needs to relocate to her parents’ place. Unfortunately, the area doesn’t have a steady signal, making remote work difficult. She apologized for the sudden notice but said she had no choice and needs to prioritize her kids for now, with five children—two still in school and the youngest only a year old. Since she’s leaving at the end of the week, she won’t be able to transition her workload. I did try to convince her to stay, but she feels this is what’s best for her family. She previously tried working from Davao Oriental (Lupon) but struggled due to connectivity issues.", "replacement_needed": null, "action_items": [ "Emailed the client—Dayvid decided to hold off on hiring a replacement for now due to slow business but assured he’ll reach out as peak season picks up. Follow-up check-in needed.", "Finalize VA’s timesheet – last working day is March 18th; add remaining hours to Mar A’s timesheet for full credit.", "Not yet enrolled to HMO - clear", "Update HRA notes." ] }, { "status": "Resigned", "client": "Pixie Mood", "employee_name": "Therese Buenacosa", "role": "Customer and Order Support", "hours": 30, "start_date": "2024-10-14", "exit_date": "2025-03-20", "days": 114, "voluntary_involuntary": "Voluntary", "reason_for_exit": "VA Resigned - Therese struggled to manage everything juggling work and school drop-offs. At times, the kids aren’t picked up on schedule, meals are missed, and she struggles to manage their school performance. With three children (ages 5, 10, and an older one in varsity), the upcoming school year transition, and exams, there's a lot to handle. she and her husband decided she should focus on their family. Husband's income is much higher and stable and works dayshift.", "replacement_needed": true, "action_items": [ "Emailed the client, and they opted to proceed with a replacement.", "Finalize VA’s timesheet – last working day is March 20th; add remaining hours to Mar A’s timesheet for full credit.", "HMO reconsidered and will not charge; coverage remains until April 30th, 2025.", "Update HRA notes." ] }, { "status": "Resigned", "client": "MEDVi, LLC", "employee_name": "John Floren Limpag", "role": "CSR/Sales Representative", "hours": 40, "start_date": "2024-08-16", "exit_date": "2025-03-20", "days": 155, "voluntary_involuntary": "Voluntary", "reason_for_exit": "VA Resigned - John received an unexpected offer from his previous client for an eCommerce managerial role at triple his current rate. While he truly enjoys his team and work environment at Medvi, the offer was something he couldn’t pass up.", "replacement_needed": false, "action_items": [ "Client opted not to proceed with a replacement; learned they sourced from another agency and now have over 15 VAs, starting with John (missed opportunity due to some failed endorsements).", "Finalize VA’s timesheet – last working day is March 19th; add remaining hours to Mar A timesheet for full crediting.", "HMO reconsidered and will not charge; coverage remains until April 30th, 2025.", "Update HRA notes." ] }, { "status": "Endo", "client": "Joto Imaging Supplies", "employee_name": "Matthew Julian Buyco", "role": "Graphic Designer", "hours": 40, "start_date": "2024-08-01", "exit_date": "2025-03-20", "days": 166, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Endo - Client have made the difficult decision to bring their marketing team back in house. Going to let go Matthew - 20th is the last day but client would like them to be paid Friday as a severance. No attendance or performance issues.", "replacement_needed": false, "action_items": [ "Finalize VA’s timesheet – last working day is March 20th; add remaining hours to Mar A timesheet for full crediting.", "HMO reconsidered and will not charge; coverage remains until April 30th, 2025.", "Request payslip to finance, to settle remaining loan balance.", "Update HRA notes.", "For reprofiling" ] }, { "status": "Endo", "client": "Joto Imaging Supplies", "employee_name": "Sheikh Hamza Rivera", "role": "SEO Strategist", "hours": 40, "start_date": "2024-05-27", "exit_date": "2025-03-20", "days": 214, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Endo - Client have made the difficult decision to bring their marketing team back in house. Going to let go Hamza - 20th is their last day but client would like them to be paid Friday as a severance. No attendance or performance issues.", "replacement_needed": false, "action_items": [ "Finalize VA’s timesheet – last working day is March 20th; add remaining hours to Mar A timesheet for full crediting.", "HMO reconsidered and will not charge; coverage remains until April 30th, 2025.", "Update HRA notes.", "For reprofiling, niche is focus so plan to send his application to selected potential client." ] }, { "status": "Terminated", "client": "Dentalook", "employee_name": "Clevin Alcantara", "role": "Video Editor", "hours": 20, "start_date": "2025-02-04", "exit_date": "2025-03-15", "days": 29, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Endo - There are no performance issues, but their creativity isn't quite up to the standards Dentalook is looking for. Ahmed mentioned, 'They're not where we need them to be.' Lavinia's Social Media Manager role is now open for replacement. As for the other VA, Prince, the feedback has been consistently great.", "replacement_needed": true, "action_items": [ "Finalize VA’s timesheet – last working day is March 15th", "HMO Not enrolled - cleared", "Update HRA notes.", "Endorsed to Victor and hired to work with Kenneth" ] }, { "status": "Terminated", "client": "Dentalook", "employee_name": "Lavinia Sarmiento", "role": "Social Media Manager", "hours": 40, "start_date": "2024-11-08", "exit_date": "2025-03-15", "days": 91, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Endo - There are no performance issues, but their creativity isn't quite up to the standards Dentalook is looking for. Ahmed mentioned, 'They're not where we need them to be.' Lavinia's Social Media Manager role is now open for replacement. As for the other VA, Prince, the feedback has been consistently great.", "replacement_needed": false, "action_items": [ "Finalize VA’s timesheet – last working day is March 15th", "Not enrolled - cleared", "Update HRA notes.", "For reprofiling, wating for portfolio update" ] }, { "status": "Resigned", "client": "Scootaround Inc", "employee_name": "Braian Basmayor", "role": "Support Specialist", "hours": 40, "start_date": "2024-08-02", "exit_date": "2025-03-13", "days": 160, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Resigned - Braian has been pursuing a career in the education sector (for and recently secured a position. He had to choose between this opportunity and his passion. He shared that Scootaround has been the best client he's worked with and expressed interest in staying on part-time. However, since the role requires a full-time commitment as per client, he has decided to step back completely.", "replacement_needed": true, "action_items": [ "Emailed the client, and they opted to proceed with a replacement.", "Finalize VA’s timesheet – last working day is March 17th; 8.10 hours reflected through ADP and to include March PA", "HMO reconsidered and will not charge; coverage remains until April 30th, 2025.", "Update HRA notes." ] }, { "status": "Resigned", "client": "Arise Mortgage", "employee_name": "Chris Caparas", "role": "Digital Marketing Specilaist", "hours": 20, "start_date": "2024-06-24", "exit_date": "2025-03-13", "days": 189, "voluntary_involuntary": "Voluntary", "reason_for_exit": "VA Resigned - Chris found a full time opprtunity double the pay (40 hrs, $12 rate). I asked if he could juggle both, but he said the work with John is pretty demanding plus lately there's been some micromanagement despite the amount of tasks and his hours though he mentioned that’s not the main reason. He’s really just looking for a fresh start.", "replacement_needed": true, "action_items": [ "Client, John, hired a replacement, Marion Realon on March 19th", "Finalize Chris's timesheet – last working day is March 15th", "HMO Not enrolled due to parttime set up - cleared", "Update HRA notes.", "For reprofiling, wating for portfolio update" ] }, { "status": "Resigned", "client": "Scootaround Inc", "employee_name": "Joanna Macule", "role": "CSR", "hours": 40, "start_date": "2024-11-04", "exit_date": "2025-03-10", "days": 91, "voluntary_involuntary": "Voluntary", "reason_for_exit": "VA Resigned - Health Issues", "replacement_needed": false, "action_items": [ "Not yet enrolled to HMO - clear", "Update HRA notes." ] }, { "status": "Terminated", "client": "Blackboxmycar", "employee_name": "John Paul Mayuga", "role": "Shopify Manager", "hours": 30, "start_date": "2023-01-30", "exit_date": "2025-03-06", "days": 549, "voluntary_involuntary": "Involuntary", "reason_for_exit": "John was terminated from BBMC due to performance issues—lack of expected output, communication challenges, and work quality concerns. He shared a different perspective, stating he completed tasks ahead of schedule and suggesting the new PM may have influenced Joseph. No replacement for his role as the company is bringing work in-house. Let me know if you need anything!", "replacement_needed": false, "action_items": [ "For payroll: Absent on Feb 26, 27, 28, and March 3", "Worked on March 4, 5, and 6", "Feb 28 marked as paid leave, switching March 4 to unpaid", "Joseph requests accurate billing and payout of John’s two remaining vacation days", "John won’t be paid for two of the four absent days (see updated timesheet)", "HMO reconsidered - no charges", "For reprofiling but will need to assess client assess client compatibility and VA commitment" ] }, { "status": "Endo", "client": "Broch Consulting", "employee_name": "Ranelyn Noguerra", "role": "Bookkeeper", "hours": 20, "start_date": "2024-02-02", "exit_date": "2025-03-04", "days": 283, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA End of Contract – The client is switching to a new accounting support. They said Ranelyn is proactive and always looking for work, but her quality didn’t improve much. They also mentioned that limited mentorship on their part may have been a factor. There were also concerns about billed hours—Ranelyn was contracted for 20 hours per week but only had around 10 hours of work due to very minimal tasks.", "replacement_needed": false, "action_items": [ "Refer to timesheet sent on last hours rendered | End of engagement is 4th, March", "HMO Not enrolled due to parttime set up - cleared", "Update HRA notes." ] }, { "status": "Resigned", "client": "Scootaround Inc", "employee_name": "Clarizza Perez", "role": "Customer Service Representative", "hours": 40, "start_date": "2023-12-05", "exit_date": "2025-02-28", "days": 324, "voluntary_involuntary": "Voluntary", "reason_for_exit": "Clarissa's mother died and she had a hard time dealing with it and incurred absences. She eventually decided to resign as she needs more time to cope.", "replacement_needed": false, "action_items": [ "Timesheet until 02/26/2025", "HMO - Enrolled", "Updated HRA notes. Done" ] }, { "status": "Resigned", "client": "MLW Ventures LTD", "employee_name": "Mika Mendoza", "role": "Bookkeeper", "hours": 40, "start_date": "2025-01-31", "exit_date": "2025-02-28", "days": 21, "voluntary_involuntary": "Voluntary", "reason_for_exit": "VA Resigned - the engagement failed due to a combination of communication breakdowns, performance issues, trust problems, clashing working styles, and ultimately, Mika's resignation.", "replacement_needed": true, "action_items": [ "Rendered work until mid March, but already spoke to VA and will only charge client Eli until Feb month end hours.", "No HMO Enrollment Yet", "Update HRA notes.", "For reprofiling but will need assess client compatibility and VA's strict commitment on hours" ] }, { "status": "Terminated", "client": "TwentyFirst Financial", "employee_name": "Jeyana Temple-Olino", "role": "General Virtual Assistant", "hours": 40, "start_date": "2025-02-12", "exit_date": "2025-02-26", "days": 11, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Terminated", "replacement_needed": true, "action_items": [ "Timesheet until 02/26/2025", "HMO - Not enrolled", "Updated HRA notes. Done" ] }, { "status": "Terminated", "client": "Solar Medix", "employee_name": "Mevie Joy Gallego", "role": "Bookkeeper", "hours": 40, "start_date": "2024-11-19", "exit_date": "2025-02-18", "days": 66, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Terminated, client needed someone more senior to the role, issues on VA's work speed was raise.", "replacement_needed": true, "action_items": [ "Timesheet until 02/18/2025", "HMO - Not enrolled", "Updated HRA notes. Done" ] }, { "status": "Terminated", "client": "Central Texas Solar", "employee_name": "Lyra Tarog", "role": "Bookkeeper", "hours": 30, "start_date": "2024-08-27", "exit_date": "2025-02-14", "days": 124, "voluntary_involuntary": "Voluntary", "reason_for_exit": "VA Resigned, Errors on Task that cost client.", "replacement_needed": false, "action_items": [ "Timesheet until 02/14/2025", "HMO - Not enrolled", "Updated HRA notes. Done " ] }, { "status": "Endo", "client": "Lesage Consultants", "employee_name": "Christine Mae Mendoza", "role": "Bookkeeper", "hours": 20, "start_date": "2024-06-17", "exit_date": "2025-02-14", "days": 175, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Endo: No more tasks for VA", "replacement_needed": false, "action_items": [ "Timesheet until 02/14/2025", "HMO - Not enrolled", "Updated HRA notes. Done " ] }, { "status": "Endo", "client": "Rachel ", "employee_name": "Miggy Coralde", "role": "General Virtual Assistant", "hours": 20, "start_date": "2024-04-23", "exit_date": "2025-02-13", "days": 213, "voluntary_involuntary": "Involuntary", "reason_for_exit": "No task has been assigned since February 13, 2025. VA was in an on call set up with client since December 2024.", "replacement_needed": false, "action_items": [ "Richard and Jen to coordinate with client re refundables", "Timesheet until Feb 13, removed access.", "Updated HRA notes" ] }, { "status": "Endo", "client": "Bonnie Brooms", "employee_name": "Irey Ann Ortiz", "role": "General Virtual Assistant", "hours": 30, "start_date": "2024-10-22", "exit_date": "2025-02-03", "days": 75, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Endo, no more tasks for VA", "replacement_needed": false, "action_items": [ "Timesheet until 02/03/2025", "HMO - Not enrolled", "Updated HRA notes. Done " ] }, { "status": "Resigned", "client": "MLW Ventures LTD", "employee_name": "Julia May Pedrezuela", "role": "Admin / Bookkeeper", "hours": 40, "start_date": "2024-12-26", "exit_date": "2025-01-31", "days": 27, "voluntary_involuntary": "Voluntary", "reason_for_exit": "Skills Mismatch and client being difficult, VA Resigned", "replacement_needed": true, "action_items": [ "Timesheet until 01/31/2025", "HMO - Not enrolled", "Updated HRA notes. Done " ] }, { "status": "Terminated", "client": "Scootaround Inc", "employee_name": "Jass Mae Nepomuceno", "role": "Customer Service Representative", "hours": 40, "start_date": "2024-12-02", "exit_date": "2025-01-30", "days": 44, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Terminated, Performance and Woek Behavior Issues", "replacement_needed": true, "action_items": [ "Timesheet until 01/30/2025", "HMO - Not enrolled", "Updated HRA notes. Done " ] }, { "status": "Endo", "client": "Foxman Torah Institute", "employee_name": "Jamaica Alenio", "role": "General Virtual Assistant", "hours": 20, "start_date": "2024-11-19", "exit_date": "2025-01-26", "days": 49, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Endo, but client mentioned being open and will contact for future projects", "replacement_needed": null, "action_items": [ "Timesheet until 01/26/2025", "HMO - Not enrolled", "Updated HRA notes. Done " ] }, { "status": "Terminated", "client": "Pet House Marketing Consultation", "employee_name": "Roxanne Dela Cruz", "role": "Executive Assistant", "hours": 20, "start_date": "2024-10-01", "exit_date": "2025-01-21", "days": 81, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Terminated", "replacement_needed": false, "action_items": [ "Timesheet until 01/21/2025", "HMO - Not enrolled", "Updated HRA notes. Done " ] }, { "status": "Resigned", "client": "Interhealth Financial Inc.", "employee_name": "Sharmine Manoos", "role": "Admin Assistant", "hours": 30, "start_date": "2024-05-27", "exit_date": "2025-01-17", "days": 170, "voluntary_involuntary": "Voluntary", "reason_for_exit": "VA Resigned", "replacement_needed": true, "action_items": [ "Timesheet until 01/17/2025", "HMO - Not enrolled", "Updated HRA notes. Done " ] }, { "status": "Terminated", "client": "Spiral Scout", "employee_name": "Christian Emil Reyes", "role": "Accountant", "hours": 40, "start_date": "2024-11-25", "exit_date": "2025-01-10", "days": 35, "voluntary_involuntary": "Involuntary", "reason_for_exit": "VA Endo, client needs a more senior accountant that can do end to end accounting cyle", "replacement_needed": true, "action_items": [ "Timesheet until 01/10//2025", "HMO - Not enrolled", "Updated HRA notes. Done ", "VA for reprofiling - Reprofiled to Solar Medix" ] } ]