Add new staff to retention spreadsheet and alert

Your CRM staff entries aren't logged in the retention worksheet, causing delays in tenure tracking and follow-up. Keep records current and alert operations so retention tasks are ready before review.

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Overview

When new staff records bypass your retention tracking, tenure milestones and follow-up slip through the cracks. This workflow logs verified hires into your retention worksheet and pings operations within days, ensuring retention tasks are actionable before the next review cycle.