Update 6/27 - My office saga/I'm filing the complaint

Well I hope he can get his sh!t together and get this straightened out for you. I agree that you should have told him you'd be leaving if things didn't change. Good for you! Fingers crossed that this will work out or you can find a much better job!

I validate you completely. Why do people ignore warnings from trusted employees, and wait until the brown stuff actually hits the swirly thing? Surely prevention is always cheaper and quicker than the clean-up? But when people are overwhelmed, they take the easiest option. And health issues are always difficult, because the wait-and-see option so often does resolve things. Not quickly enough in this case though. To continue the cliches, the squeaky wheel gets the grease, so if you had realised just how pushed your boss is, you would have been more insistent earlier. But you didn't.

What this boils down to is that your company either chooses to keep her in that position, or to keep you. It seems that they are choosing to keep you. Take that as a positive.

Have some more hugs though, because the stress is massive. I've been through it and I know.

My concern about staying, even if they do address the co-worker situation, is that he has shown his hand on how he deals with things. You now know that it will take saying you will leave in order to get any action. Is that how you want to continue to work? You've already started the ball rolling with the two applications. I would continue to look for other opportunities while seeing how this situation ends. Keep in mind that there is always the chance that your boss could be replaced. You know that he is under scrutiny from those above him. His boss calling the 11 am meeting tells me the goings-on in your department are not going unnoticed up the ladder.

I also don't think it's prudent to just up and quit after the meeting with the big boss (although I don't see you as someone who would ever do that). That sort of action really needs thought and time to make other plans. Industries tend to be small and word travels, so there is always the chance that quitting in a fit of anger can follow you through your career.

Excellent feedback from the second meeting.  I suspect you will start to see some action now that she is aware and involved.    Has IT come through with your document that she deleted?

I am sorry the meeting didn’t go better than expected jeremysgirl.  I do hope they get better.  I will probably be in the minority with my comment on the above quote but IMO that is not realistic, at least for my life.  I need insurance. I have bills to pay.  Just going out and finding a job isn’t always that easy and one that checks the majority of the boxes or at least comparable. I am fully vested in my retirement and to possibly have to start that again with a new account. I have 420 hours of vacation/sick time and and earn just over 11 hours every two weeks.  All these things add into how much I can put up with.  However, I will add a disclaimer, I made this change as a specific choice to be able to just do my job and not manage people.  I am done managing people, I don’t like to do it and I don’t want to do it. At this point in my life I just want to do my job and not have to worry about personnel or huge problems all the time working or not.

So I would work to get it resolved, continue to do my parts and my job to the best of my ability and let your bosses shoulder the stress. I would e-mail all three of them all steps I have taken for reports that you have to provide input for but are not yours completely.  And I would include all three on any correspondence on items need from others that you are not getting and steps you have taken to overcome that and let the chips fall where they may.  It is ultimately your boss and above that is responsible and you followed the process, have documented it and have gone above and beyond in many instances.

If things do not resolve or you are unhappy and stressed, it isn’t worth it.  Look for another job.  Good luck with all this.  I am so sorry you are having to deal with it. 

ETA  - sounds like there are more updates while I was replying, feel free to disregard all the above.  😄. Off to read them.  Fingers crossed. 

This is wrong on so many levels. Your boss is a horrible boss. He should never be too busy to address the concerns you have brought to him. I am glad his boss is stepping in. If you presented your work to them showing that you had it done and sent to her, it is her responsibility to get your work in to that project. Don't do it.

I can't believe how your boss responded.

I am so glad that you included your boss's boss in your recent communication and that she is taking some action. You spent months protecting your co-worker and your boss and did the right thing in going up the chain when it was clear that your boss was unable or unwilling to do anything.

If I were your boss's boss I would be very unhappy that he did nothing for so long and that he may be responsible for them losing a fantastic CPA who can do her job as well as other people's and is so committed to their organization. I would give you a big raise   to get you to stay and would think hard about what to do with a manager who can't manage.

Sounds like a problem for your boss to deal with - seriously. He doesn't want to fix the problem, well he can fix the work then - I imagine he will suddenly find all the time in the world to deal with the employee if HE'S the one picking up the slack. 

Glad the second meeting went better - sounds like she knows your boss is incompetent. 

Oh, Becky. I'm sorry you find yourself in such a crappy situation and happy to read you've finally spoken to someone who might actually really help.  I encourage you to push for a big salary raise - retroactive to when you started to do the work of two people would be nice!  Make them fight to keep you if you decide to stay.  
((( hugs )))
 

Well well, it looks like your direct boss has been caught not properly dealing with this situation now too. You have uncovered two people who were not working up to their expected productivity, just as I suspected. Your direct boss is upset now, finally, because his boss has been made aware of what he has allowed to go on.

If I am understanding this correctly, you completed your part of the document and left it on the server and she took that document and removed your work product and input her own, making it look like your work product was never there? If so, that is a fireable offense in my opinion! Too bad you hadn’t emailed your version to her, thereby having a clear paper trail. At least IT was able to get your completed version back on the server.

I fear your coworker is going to say she “accidentally” posted the wrong version back to the main system, not that she deliberately deleted your work. If she tries to claim this, then her ability to download the master to her own hard drive has not been done with proper care.

IMHO everything remains status quo. If your coworker was on medical leave over a year ago, unresponsive to the teams she supports post-return, & reports have not been delivered in a timely manner for months, I doubt the director's manager is just learning about this situation today. Yet, she allegedly just contacted HR for guidance on your coworker's medical status (which she should not have even mentioned to you) that's been an issue for over a year! It's no surprise she has poorly managed your director & this problem continues...

Given the director's litany of excuses, perhaps he also cites you - newest employee, no training from outset since established coworker was on medical leave/limited upon return, etc - to his manager as one of the reasons deadlines are not consistently met. Whether intentional or unintentional, your coworker's actions may also imply to others that you report to her, are still learning the job, etc. via copying internal clients on emails instructing you on how to complete tasks she thought were overdue, removing a document from the company server & submitting it without your data, etc.

I suggest continuing to document completion of your job description/division of the group workload (& start posting shared document populated with your data to the server, save onto your hard drive, & send an email to yourself/coworker/director noting its completion/post). Best wishes with your job search! 

I was unaware the director's manager hadn't been there for the duration of your employment. That certainly changes the dynamic, & looping her into your dilemma was undoubtedly the correct decision. Your input today probably gives her a clearer picture, so she can advise the director on how to manage this situation & properly hold everyone accountable going forward. It will take time but just having the assurance that someone wants to improve the work environment & productivity of the group is encouraging (especially should other opportunities not offer work from home, schedule flexibility, etc. like your current position). Now you can continue to (only) complete your job description knowing that you've done everything possible in your position to improve the situation, & now it's up to management. Wishing you a positive resolution...