Re: Montreal Client: Gilles Gregoire

From
Sarah Temple <sarah.temple@thekey.com>
To
Joey Taylor <joey.taylor@thekey.com>
CC
Angie Markwell <angie.markwell@thekey.com>, Timothy Thomas <tt@thekey.com>, Audra Williams <audraw@thekey.com>
Date
Fri, 16 Jun 2023 19
Folder
INBOX
--0000000000003efb1905fe47871a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, I have added the $20 to the amount for payment. Thank you! On Fri, Jun 16, 2023 at 10:21=E2=80=AFAM Joey Taylor wrote: > Good Morning, > > I wanted to advise that client Gilles Gregoire was labeled a bee. As we > had previously discussed, we would adjust this client to a cheetah for > bonus purposes due to the revenue brought in. > > Thank you, > > On Fri, May 19, 2023 at 5:56=E2=80=AFPM Angie Markwell > wrote: > >> Approved >> >> On Fri, May 19, 2023 at 11:54=E2=80=AFAM Sarah Temple >> wrote: >> >>> Hi Team, >>> >>> Apologies for the delay on this one! >>> I see that Gilles is listed as a closed/won on this April proof, so it >>> looks like the start outcome bonus would be assessed on next month's pr= oof. >>> >>> If we would like to preemptively approve her receiving the $20 for the >>> "Cheetah start" for Gilles, with leadership approval, we certainly can >>> since this seems to be a unique case. >>> >>> Once Angie approves I will make a note on my end, but @Joey Taylor >>> I do ask that you send me a friendly reminder >>> regarding this for the May proofs if it is not showing as a cheetah. Fr= om >>> there I can make a manual adjustment of the amount (pending leadership >>> approval from Angie on this email). >>> >>> Let me know if you have any other questions! >>> >>> Best, >>> Sarah >>> >>> On Thu, May 18, 2023 at 8:06=E2=80=AFPM Angie Markwell >> angie.markwell@thekey.com> wrote: >>> >>>> Sarah any thoughts? >>>> >>>> On Thu, May 18, 2023 at 12:26=E2=80=AFPM Joey Taylor >>>> wrote: >>>> >>>>> Hey Audra, >>>>> >>>>> I tried to figure out a way but the caregiver was working with anothe= r >>>>> client so to avoid OT as well as for insurance purposes (if she got i= njured >>>>> outside of those 30 minutes to avoid the company being liable). I fig= ured >>>>> it would be best to leave the shifts as 30 minutes and hope we would = be >>>>> able to make a manual correction. >>>>> >>>>> Hopefully, we can find a way to override the system on this >>>>> >>>>> On Thu, May 18, 2023 at 12:21=E2=80=AFPM Audra Williams >>>>> wrote: >>>>> >>>>>> I am in agreement, but unsure how we would manually change that. >>>>>> Could we not have manipulated the schedule so that it classified as = a >>>>>> cheetah, but still complied with the insurance need? >>>>>> >>>>>> Best, >>>>>> >>>>>> On Thu, May 18, 2023 at 9:16=E2=80=AFAM Joey Taylor >>>>>> wrote: >>>>>> >>>>>>> Good Afternoon, >>>>>>> >>>>>>> I received this message from one of our Canadian Care Solutions >>>>>>> Managers. I am not sure who can make the final call on this but I a= gree >>>>>>> with her explanation and reasoning behind it. Please let me know if= I need >>>>>>> to reach out to anyone else for approval. >>>>>>> >>>>>>> Thanks, >>>>>>> >>>>>>> ---------- Forwarded message --------- >>>>>>> From: Desiree A. >>>>>>> Date: Thu, May 18, 2023 at 12:13=E2=80=AFPM >>>>>>> Subject: M

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