Re: Next Steps: Canada Vacation Policy (Corporate/Field)

From
Angie Markwell <angie.markwell@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Jennifer Allen <jallen@thekey.com>, Jennifer Winters <jennifer.winters@thekey.com>, Dawn Kellerman <dkellerman@thekey.com>, Beth Haight <elizabeth.haight@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>
Date
2023-06-20 12:20:29
Folder
INBOX
How long a delay and how much to use outside counsel?Sent from Angie's iPhoneOn Jun 20, 2023, at 11:51 AM, Timothy Thomas <tt@thekey.com> wrote:Personally I don't see any legal issues with this policy as it was built upon previous franchise policies that were already reviewed by council. Ultimately Steve's call.On Tue, Jun 20, 2023 at 11:48 AM Jennifer Allen <jallen@thekey.com> wrote:Hi Angie,Yes, from the comments I do see she did review the original version. The big differences are:Moved from weekly to daily time allotmentsAllowing for people to use time (as approved by leadership) after the 90 day probationary periodRequiring a "1 week (5 day)" rollover year over yearRolled Nova Scotia employees into a higher accrual for the 6%/3 weeks if they get to 5 years (previously 8 years until they would have been eligible for those amounts.JenniferOn Tue, Jun 20, 2023 at 6:07 AM Angie Markwell <angie.markwell@thekey.com> wrote:Let me ask did Shameema review this way back when we started through the process?Sent from Angie's iPhoneOn Jun 19, 2023, at 7:43 PM, Jennifer Allen <jallen@thekey.com> wrote:Hi Angie and Tim,Alina and I shared the final communication plan and vacation policy with Steve K. in legal. His recommendation would be to have outside counsel take a look at the policy as a legal specialist in each province did not review the document to ensure that we are 100% compliant and to ensure there is not a risk to the company that may have been overlooked. I honestly thought the previous group supporting the implementation had looped in Steve prior for his initial thoughts; I take full responsibility for this callout so late in the process.We can still move forward with Wednesday's launch, however, I did want to make you aware of Steve's thoughts.Angie/Tim, based on the resources you would like to invest in this policy, would you like Steve and I to have the policy reviewed with external specialist legal consultants?Jennifer A.On Thu, Jun 15, 2023 at 10:51 AM Angie Markwell <angie.markwell@thekey.com> wrote:Perfect - sorry had another engagement.Sent from Angie's iPhoneOn Jun 15, 2023, at 1:20 PM, Jennifer Allen <jallen@thekey.com> wrote:Hi Team,Tim, Germaine and I met this morning to finalize the policy, communication approach and next steps.We are green light!Next Steps:Tim/Germaine to do one more review of the payout list and amountsTim to schedule time to announce the policy to Canada corp/field team members on 6/21 (He will include Beth, Germaine, Dawn and Jenn Allen to be HR reps)Resources/LinksPolicy Document: Click HereClick HereCommunication Plan: Click HereCalculation Workbook: Limited access; contact Germaine Daniels directly if you require access-she is the file owner.Thank you for your partnership!Jennifer AllenSr. Director of Human ResourcesTheKeyOn Wed, Jun 7, 2023 at 11:14 AM Dawn Kellerman <dkellerman@thekey.com> wrote:Hi AllI spoke to the Canadian leadership team, and they are supportive of one call for the entire Canadian population.  Mid-day, 2:30 pm ET, works best any day except Wednesdays (that is their pipeline).Thank You On Mon, Jun 5, 2023 at 11:08 PM Germaine Daniels <germaine.daniels@thekey.com> wrote:Hi Jennifer and team,I do not see any reason why we can not convert the hourly (non-exempt) employees to the salary (exempt) vacation policy. This change will impact approximately 4 hourly Corporate/Field Canadian employees. Regards, Germaine DanielsPayroll Director germaine.daniels@thekey.comPhone: 562-784-1800TheKey.comOn Mon, Jun 5, 2023 at 5:09 PM Jennifer Allen <jallen@thekey.com> wrote:Hello Team,

Please find an
update on the Canada Vacation policy effort below. I will be away from the office 6/6-6/9. In my absence, Jennifer W. and Liz are on standby to help support any urgent items.

 

Policy


 Click Here to view the policy document
 The province-wide vacation
     policy is 98% complete.
 
  Germaine- Can corporate/field exempt
      and non-exempt team members accrue and pay out vacation time and pay  in the same manner? Last week, Germaine
      mentioned to Jenn Allen that non-exempt were having vacation paid out
      with their paychecks as it was accrued (similar to caregivers). The ideal
      state would be corporate/field exempt and non-exempt have the same
      process/pay out that follows the vacation year outlined in the policy.
 
 Next Steps:
 
  Germaine to confirm same
      approach for exempt/non-exempt team members
  Policy wording to be
      finalized based on Germaine's outcomeJennifer Winters/Beth/Dawn-hop in one more time to see word updates from our conversation today.
  Angie/Tim to review final
      policy and activate the communication plan
 


 

Communication Plan


 Click Here to view the communication
     plan
 Next Steps:
 
  Plug in the final date
      information into the communication plan/emails/slidesJennifer Winters/Beth/Dawn-hop in one more time to see word updates from our conversation today.
  Tim/Angie to schedule team
      member/leader meetings to review the new policy; update Germaine on when
      the last meeting will occur so that she can bulk send the team member
      emails with their individual payout amounts, as applicable.
  Note: On the
      "requesting time off" slide, I included the FULL email
      communication (Feb 2023) in the slide NOTES section for reference, if
      needed. The words on the slide are a summary.
  Check the slide wording to
      match the final policy outcome (exempt/non-exempt) before hosting meeting
      with leaders/team members)
 


 

Resources/Links

Policy Document: Click
HereCommunication Plan: Click
HereCalculation Workbook: Limited access; contact Germaine Daniels directly if you require access-she is the file owner.




 Jennifer AllenSr. Director of Human Resources and TrainingTheKey





-- 
 Jennifer AllenSr. Director of Human ResourcesTheKey

-- 
 Jennifer AllenSr. Director of Human ResourcesTheKey

-- Tim ThomasHead of Canada DivisionPlease note my email has changed:tt@TheKey.com(514) 591-9387TheKey.ca

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