Re: Referral Bonus

Hi Dennis,

Just confirming that the payout for this caregiver has been included in
this week's payroll.

[image: image.png]

Thanks,
Irin

On Wed, Jun 4, 2025 at 3:05 PM Germaine Daniels <germaine.daniels@thekey.com>
wrote:

> Hi Tim,
>
> Thank you for the confirmation. We will ensure the $500 payout is
> processed for the caregiver on the upcoming pay date.
>
> Thanks,
> *Germaine Daniels*
>
> Director Payroll | TheKey
>
> Email: germaine.daniels@thekey.com
>
> Mobile: 562.784.1800
>
> <http://www.thekey.com>
>
>
>
> On Wed, Jun 4, 2025 at 10:44 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> Germaine, please put through a $500 payout for this caregiver.
>>
>> Thanks all!
>> Tim
>>
>> On Wed, Jun 4, 2025 at 12:20 PM Germaine Daniels <
>> germaine.daniels@thekey.com> wrote:
>>
>>> Dennis,
>>>
>>> Thanks for providing that information. @Robert Valliant
>>> <bob.valliant@thekey.com> So based on the hours of 577.75 * 1.39 rate
>>> the amount owed is $803.07? Is this correct?
>>>
>>> *Germaine Daniels*
>>>
>>> Director Payroll | TheKey
>>>
>>> Email: germaine.daniels@thekey.com
>>>
>>> Mobile: 562.784.1800
>>>
>>> <http://www.thekey.com>
>>>
>>>
>>>
>>> On Wed, Jun 4, 2025 at 9:54 AM Dennis Fancy <dfancy@thekey.com> wrote:
>>>
>>>> Hi Bob and Germaine,
>>>>
>>>> Here is the *Wellsky Data* for Jeanine's referrals:
>>>>
>>>> 1. Platinum Key Client Buhler-total of *3582.17 hours billed* (client
>>>> inactive--deceased)
>>>>
>>>> 2. Silver Key Client Panisko-total of *1069.25 hours billed* (client
>>>> active)
>>>>
>>>> 3. Bronze Key Client Ingo-total of *577.75 hours billed* (client
>>>> active) **awaiting bonus payment**
>>>>
>>>> Sincerely,
>>>>
>>>> Dennis Fancy, BSP
>>>> General Manager
>>>> (204) 489-6000
>>>>
>>>> TheKey.ca <https://thekey.ca/>
>>>>
>>>> [image: TheKey]
>>>>
>>>>
>>>> On Wed, Jun 4, 2025 at 11:28 AM Germaine Daniels <
>>>> germaine.daniels@thekey.com> wrote:
>>>>
>>>>> Hi Bob,
>>>>>
>>>>> Reviewing the calculations, it appears the caregiver should have
>>>>> received a total of $9,175 CAD. Could you maybe Dennis confirm if
>>>>> this is accurate? If so, this would mean a remaining balance of $8,175.00,
>>>>> which is a significant difference from the previously discussed $1,000 or
>>>>> $1,500.
>>>>>
>>>>> Thanks,
>>>>>
>>>>> *Germaine Daniels*
>>>>>
>>>>> Director Payroll | TheKey
>>>>>
>>>>> Email: germaine.daniels@thekey.com
>>>>>
>>>>> Mobile: 562.784.1800
>>>>>
>>>>> <http://www.thekey.com>
>>>>>
>>>>>
>>>>>
>>>>> On Wed, Jun 4, 2025 at 9:19 AM Robert Valliant <
>>>>> bob.valliant@thekey.com> wrote:
>>>>>
>>>>>> Hi Germaine:  According to the Tableau report and my conversion to
>>>>>> CAD $, the amounts I indicated would be the payouts.  However, Dennis:
>>>>>> Could you please verify in your data that that the hours and clients are
>>>>>> correct.
>>>>>>
>>>>>> Thanks,
>>>>>>
>>>>>> Bob
>>>>>>
>>>>>> On Wed, Jun 4, 2025 at 12:11 PM Germaine Daniels <
>>>>>> germaine.daniels@thekey.com> wrote:
>>>>>>
>>>>>>> Hi Bob,
>>>>>>>
>>>>>>> I'm a bit confused. Could you please provide the total amount in CAD
>>>>>>> that the caregiver should have received according to the Tableau report?
>>>>>>> Once we have that figure, we can determine if there's still an outstanding
>>>>>>> balance to be paid.
>>>>>>>
>>>>>>> Thanks,
>>>>>>>
>>>>>>> *Germaine Daniels*
>>>>>>>
>>>>>>> Director Payroll | TheKey
>>>>>>>
>>>>>>> Email: germaine.daniels@thekey.com
>>>>>>>
>>>>>>> Mobile: 562.784.1800
>>>>>>>
>>>>>>> <http://www.thekey.com>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> On Wed, Jun 4, 2025 at 7:43 AM Robert Valliant <
>>>>>>> bob.valliant@thekey.com> wrote:
>>>>>>>
>>>>>>>> Hi all:  The report from D & A's Tableau report shows the following
>>>>>>>> earned Client Referral SPIF Payments for Jeanine.
>>>>>>>>
>>>>>>>> Thanks,
>>>>>>>>
>>>>>>>> Bob
>>>>>>>>
>>>>>>>> Site Client Name Internal Employee Referral Name Service Start Date Service
>>>>>>>> End Date Master Client Id Opportunity Id Shift Month in which
>>>>>>>> Bonus was Earned Key Client Category Billed Hours Life Time To
>>>>>>>> Date Billed Hours Earned Payouts - CAD, using a 1.39 X USD
>>>>>>>> Conversion Factor
>>>>>>>> Winnipeg Danny Panisko Jeanine Pokrant 6/23/2024
>>>>>>>> 001UH00000BlYPnYAN 006UH00000ALPSJYA5 July 2024 Bronze Key Client
>>>>>>>> 305 417
>>>>>>>> December 2024 Silver Key Client 793 1043
>>>>>>>> John Buhler VIP Jeanine Pokrant 7/23/2024 12/20/2024
>>>>>>>> 001UH00000DQr9HYAT 006UH00000BgoznYAB July 2024 Bronze Key Client
>>>>>>>> 209 417
>>>>>>>> August 2024 Silver Key Client 946 1043
>>>>>>>> September 2024 Gold Key Client 1,667 2085
>>>>>>>> November 2024 Platinum Key Client 3,121 4170
>>>>>>>>
>>>>>>>> On Wed, Jun 4, 2025 at 9:36 AM Timothy Thomas <tt@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Robert can you please confirm the total payout this CG should have
>>>>>>>>> received for both clients to date? We'll pay out the balance as she's
>>>>>>>>> already received $1000 CAD.
>>>>>>>>>
>>>>>>>>> Thanks!
>>>>>>>>>
>>>>>>>>> On Tue, Jun 3, 2025 at 6:43 PM Germaine Daniels <
>>>>>>>>> germaine.daniels@thekey.com> wrote:
>>>>>>>>>
>>>>>>>>>> Thanks Irin! Tim and Dennis, based on Irin’s response, do we have
>>>>>>>>>> the green light to proceed with paying  out $1,000 or $1,500 CAD dollars to
>>>>>>>>>> this caregiver on the next payroll?  Please confirm the amount to pay out?
>>>>>>>>>>
>>>>>>>>>> Thanks,
>>>>>>>>>>
>>>>>>>>>> Germaine DanielsPayroll Director
>>>>>>>>>> germaine.daniels@thekey.com
>>>>>>>>>> Phone: 562-380-3662
>>>>>>>>>> TheKey.com
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> On Tue, Jun 3, 2025 at 4:27 PM Irin Eva <irin.eva@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>>> Hi Germaine,
>>>>>>>>>>>
>>>>>>>>>>> Our records indicate the caregiver received a $1000 bonus last
>>>>>>>>>>> year, paid on September 9, 2024. However, no bonus payments are recorded
>>>>>>>>>>> for this caregiver this year.
>>>>>>>>>>>
>>>>>>>>>>> 8/26/24 ChandaniPatel Winnipeg Jeanine Pokrant Referral Bonus Added
>>>>>>>>>>> to pay CAD $1,000.00 Non-Billable Y 09/09/24 LoriH Email from
>>>>>>>>>>> Robert Vallliant and Germanie 8/26/24
>>>>>>>>>>>
>>>>>>>>>>> Thanks,
>>>>>>>>>>> Irin
>>>>>>>>>>>
>>>>>>>>>>> On Tue, Jun 3, 2025 at 7:02 PM Germaine Daniels <
>>>>>>>>>>> germaine.daniels@thekey.com> wrote:
>>>>>>>>>>>
>>>>>>>>>>>> Yes, I agree! Irin, can you run a report to confirm if this
>>>>>>>>>>>> caregiver received these payments?
>>>>>>>>>>>>
>>>>>>>>>>>> Thanks
>>>>>>>>>>>>
>>>>>>>>>>>> Germaine DanielsPayroll Director
>>>>>>>>>>>> germaine.daniels@thekey.com
>>>>>>>>>>>> Phone: 562-380-3662
>>>>>>>>>>>> TheKey.com
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> On Tue, Jun 3, 2025 at 2:48 PM Timothy Thomas <tt@thekey.com>
>>>>>>>>>>>> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>>> Hi Germaine,
>>>>>>>>>>>>>
>>>>>>>>>>>>> We did that but the comp team asked us to check with payroll.
>>>>>>>>>>>>>
>>>>>>>>>>>>> We’re simply trying to establish whether or not said caregiver
>>>>>>>>>>>>> received the incentive. It shouldn’t be this complicated.
>>>>>>>>>>>>>
>>>>>>>>>>>>> On Tue, Jun 3, 2025 at 3:56 PM Germaine Daniels <
>>>>>>>>>>>>> germaine.daniels@thekey.com> wrote:
>>>>>>>>>>>>>
>>>>>>>>>>>>>> Hi team,
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Going forward, could all incentives and bonuses be directed
>>>>>>>>>>>>>> to the compensation team first? This would allow for better visibility and
>>>>>>>>>>>>>> tracking before being forwarded to payroll for processing payments.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> It's important to establish a checkpoint in this process to
>>>>>>>>>>>>>> avoid payment requests being sent directly to payroll.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Germaine DanielsPayroll Director
>>>>>>>>>>>>>> germaine.daniels@thekey.com
>>>>>>>>>>>>>> Phone: 562-380-3662
>>>>>>>>>>>>>> TheKey.com
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> On Tue, Jun 3, 2025 at 12:58 PM Dennis Fancy <
>>>>>>>>>>>>>> dfancy@thekey.com> wrote:
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Thank you Irin,
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> The caregiver is Jeanine Pokrant. She previously received 2
>>>>>>>>>>>>>>> x $500 bonuses for client referrals and is expecting a third (which I
>>>>>>>>>>>>>>> believe she is entitled to based on my calculations for the client in
>>>>>>>>>>>>>>> question).
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> I will wait for guidance from the team and hopefully we can
>>>>>>>>>>>>>>> get her remunerated for Winnipeg client Brian Ingo.
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Take care,
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Dennis Fancy, BSP
>>>>>>>>>>>>>>> General Manager
>>>>>>>>>>>>>>> (204) 489-6000
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> TheKey.ca <https://thekey.ca/>
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> On Tue, Jun 3, 2025 at 2:49 PM Irin Eva <irin.eva@thekey.com>
>>>>>>>>>>>>>>> wrote:
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> Hi Dennis,
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> We do not typically receive specific caregiver bonus
>>>>>>>>>>>>>>>> amounts. Could you please provide the payout figures? Once we have them, we
>>>>>>>>>>>>>>>> can include them in next week's payroll. If sooner payment is needed, we
>>>>>>>>>>>>>>>> can arrange a wire transfer.
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> Please let me know your preference.
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>>>>> Irin
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> On Tue, Jun 3, 2025 at 3:33 PM Dennis Fancy <
>>>>>>>>>>>>>>>> dfancy@thekey.com> wrote:
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> Hi all,
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> Hoping we can get this looked into ASAP. She is quite an
>>>>>>>>>>>>>>>>> exceptional caregiver and is threatening to quit. Although she does have a
>>>>>>>>>>>>>>>>> flair for the dramatic, I do not want to call her bluff and have it
>>>>>>>>>>>>>>>>> backfire.
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> @Irin Eva <irin.eva@thekey.com> I am not sure if you were
>>>>>>>>>>>>>>>>> cc'd on this previously but we are requiring your assistance.
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> Thank you!
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> Dennis Fancy, BSP
>>>>>>>>>>>>>>>>> General Manager
>>>>>>>>>>>>>>>>> (204) 489-6000
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> TheKey.ca <https://thekey.ca/>
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> On Wed, May 28, 2025 at 7:58 AM Timothy Thomas <
>>>>>>>>>>>>>>>>> tt@thekey.com> wrote:
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> Irin can you please validate any bonus payments made to
>>>>>>>>>>>>>>>>>> this caregiver?
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> On Wed, May 28, 2025 at 8:44 AM Robert Valliant <
>>>>>>>>>>>>>>>>>> bob.valliant@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> Hi All:  Please see attached Client Referral SPIF
>>>>>>>>>>>>>>>>>>>> Policy.  For Caregivers, the local management is responsible for processing
>>>>>>>>>>>>>>>>>>>> payments.
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>> We don't have visibility to any bonus payments for
>>>>>>>>>>>>>>>>>>> Canada employees in Workday.  Please check with Irin for past payments.
>>>>>>>>>>>>>>>>>>> However, please see screenshot below of Jeanine's client referral data we
>>>>>>>>>>>>>>>>>>> have.
>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>> [image: image.png]
>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>>>>>>>>>>>>> From: Timothy Thomas <tt@thekey.com>
>>>>>>>>>>>>>>>>>>>> Date: Tue, May 27, 2025 at 11:13 AM
>>>>>>>>>>>>>>>>>>>> Subject: Fwd: Referral Bonus
>>>>>>>>>>>>>>>>>>>> To: Christopher Rafferty <
>>>>>>>>>>>>>>>>>>>> christopher.rafferty@thekey.com>, Audra Williams <
>>>>>>>>>>>>>>>>>>>> audraw@thekey.com>, Dennis Fancy <dfancy@thekey.com>
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> Hi Chris,
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> Could you please look into a Caregiver Referral bonus
>>>>>>>>>>>>>>>>>>>> for CG: Jeanine Pokrant. This should be her second such referral for the
>>>>>>>>>>>>>>>>>>>> client Danny Panisko in Winnipeg.
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> Thanks!
>>>>>>>>>>>>>>>>>>>> Tim
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>>>>>>>>>>>>> From: Dennis Fancy <dfancy@thekey.com>
>>>>>>>>>>>>>>>>>>>> Date: Tue, May 27, 2025 at 10:34 AM
>>>>>>>>>>>>>>>>>>>> Subject: Referral Bonus
>>>>>>>>>>>>>>>>>>>> To: Timothy Thomas <tt@thekey.com>
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> Hi Tim,
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> We had a caregiver refer a client last year. This has
>>>>>>>>>>>>>>>>>>>> resulted in close to $40k in revenue. She works in a facility where other
>>>>>>>>>>>>>>>>>>>> families are potentially seeking care and this is not the first client she
>>>>>>>>>>>>>>>>>>>> has referred. We did previously compensate her for another Tier 1 client
>>>>>>>>>>>>>>>>>>>> and hoping we can do the same for this Tier 2 client.
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> Please let me know how we can facilitate this.
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> Thank you,
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> Dennis Fancy, BSP
>>>>>>>>>>>>>>>>>>>> General Manager
>>>>>>>>>>>>>>>>>>>> (204) 489-6000
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> TheKey.ca <https://thekey.ca/>
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> --
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> *For All Kind of Payroll Inquiries Please Copy Canada
>>>>>>>>>>>>>>>> Payroll Email - canadapayroll@thekey.com <canadapayroll@thekey.com>*
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> Irin Nahar Eva, PCP, PLP (CPM)
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> Payroll Manager - Canada
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> *647-932-6409 *
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> irin.eva@thekey.com
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> [image: See the source image]
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> --
>>>>>>>>>>>
>>>>>>>>>>> *For All Kind of Payroll Inquiries Please Copy Canada Payroll
>>>>>>>>>>> Email - canadapayroll@thekey.com <canadapayroll@thekey.com>*
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> Irin Nahar Eva, PCP, PLP (CPM)
>>>>>>>>>>>
>>>>>>>>>>> Payroll Manager - Canada
>>>>>>>>>>>
>>>>>>>>>>> *647-932-6409 *
>>>>>>>>>>>
>>>>>>>>>>> irin.eva@thekey.com
>>>>>>>>>>>
>>>>>>>>>>> [image: See the source image]
>>>>>>>>>>>
>>>>>>>>>>

-- 

*For All Kind of Payroll Inquiries Please Copy Canada Payroll Email
- canadapayroll@thekey.com <canadapayroll@thekey.com>*


Irin Nahar Eva, PCP, PLP (CPM)

Payroll Manager - Canada

*647-932-6409 *

irin.eva@thekey.com

[image: See the source image]