Re: Source Dedcution Forms for Docusign

From
Katie Buell <kbuell@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Carolyn Daoust <carolyn.daoust@homecareassistance.com>
CC
Joey Taylor <joey.taylor@homecareassistance.com>, Katie Buell <kbuell@thekey.com>, Angie Markwell <angie.markwell@thekey.com>
Date
Mon, 16 May 2022 13:18:13 -0700
Folder
INBOX
--00000000000005292905df26bbb5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Apologies for the delay in response. Yes, I understand the pain point and I am happy to help accommodate this temporarily. @Carolyn Daoust is your calendar up to date? If so, may I find some mutual time for us to meet and review these documents so we make sure all the right fields are in the right place? Thanks! Katie Buell, CSPO Digital Program Manager * Please note my email has changed: * kbuell@thekey.com 415-385-1721 TheKey.com [image: TheKey] On Fri, May 13, 2022 at 5:59 AM Timothy Thomas wrote: > Hi Katie, > > We already have caregiver docs loaded onto docusign as we're not onboarde= d > with ICIMS in Canada just yet. > > Can we do this temporarily please as this is a compliance issue, we need > these forms loaded in our application packs. > > Thank you! > Tim > > On Thu, May 12, 2022 at 1:31 PM Joey Taylor joey.taylor@homecareassistance.com> wrote: > >> >> >> ---------- Forwarded message --------- >> From: Katie Buell >> Date: Thu, May 12, 2022 at 12:00 PM >> Subject: Re: Source Dedcution Forms for Docusign >> To: Carolyn Daoust >> Cc: Joey Taylor , Docusign Support > docusign@homecareassistance.com> >> >> >> Hi Carolyn, >> >> These forms look like tax forms for caregivers, correct? >> >> Unfortunately at this time DocuSign is only approved for client-facing >> documents and we are not authorized to load caregiver-facing documents f= or >> use. >> >> Caregiver onboarding documents should be completed using your recruiting >> tool (ICIMs, JazzHR, etc). I'd suggest speaking with Angie if you are no= t >> already onboarded to either of those platforms for further guidance. >> >> Sorry I can't be more helpful! >> >> Katie Buell, CSPO >> Digital Program Manager >> * Please note my email has changed: * >> kbuell@thekey.com >> 415-385-1721 >> TheKey.com >> [image: TheKey] >> >> >> On Thu, May 12, 2022 at 8:06 AM Carolyn Daoust > carolyn.daoust@homecareassistance.com> wrote: >> >>> Good morning Katie, >>> >>> This is my first time requesting forms be put on Docusign. What is the >>> procedure? I would need to go through the forms with you to note which >>> fields are required and which ones are optional. >>> >>> We would need 2 separate ones, French and English. >>> >>> English (Source Deduction Forms): >>> >>> https://www.revenuquebec.ca/documents/en/formulaires/tp/TP-1015.3-V%282= 022-01%29DXI.pdf >>> >>> >>> https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/td1/td1-fill-22= e.pdf >>> >>> French (Formulaires Retenues =C3=A0 la Source): >>> >>> https://www.revenuquebec.ca/documents/fr/formulaires/tp/TP-1015.3%28202= 2-01%29DXI.pdf >>> >>> >>> https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/td1/td1-fill-22= f.pdf >>> >>> Please let me know how you would like to proceed. >>> Thank you. >>> >>> >>> Carolyn Daoust >>> >>> >>> >>> *Coordinatrice des ressources humaines * >>> >>> *Human Resource Coordinator* >>> >>>

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