Re: Due Diligence Request

From
Teresa Heit <teresa.heit@thekey.com>
To
Germaine Daniels <germaine.daniels@thekey.com>
CC
Kristen Jarbo <kjarbo@thekey.com>, Emily Kraeter <emily.kraeter@thekey.com>, Timothy Thomas <tt@thekey.com>, Jazman Ramos <jramos@thekey.com>, Mansi Mehta <mmehta@thekey.com>, Audra Williams <audraw@thekey.com>, Johny Sotomayor <johny.sotomayor@thekey.com>
Date
Thu, 25 Sep 2025 12:07:54 -0500
Folder
INBOX
--000000000000652a18063fa336fe Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you! On Thu, Sep 25, 2025 at 11:01=E2=80=AFAM Germaine Daniels wrote: > Hi Teresa, > > To clarify, if a shift was paid out as a bonus via time block and not > specifically coded as a bonus, Workday will not be able to differentiate = it > from regular pay. However, we will run a report of all earnings paid to > these specific employees from the time period specified. > > Regards, > *Germaine Daniels* > > Director Payroll | TheKey > > Email: germaine.daniels@thekey.com > > Mobile: 562.784.1800 > > > > > > On Thu, Sep 25, 2025 at 8:40=E2=80=AFAM Teresa Heit > wrote: > >> Hi Germaine, >> >> They asked for the last 12-24 months. I would say at least from August >> 2024 to August 2025. The overtime would only apply to any OT we paid to >> caregivers during that time period as I believe everyone else was salari= ed. >> I would think we include any bonus paid out to office staff. There were >> some that were paid to caregivers over the last year to pick up shifts a= s >> well. Tim, do you know if this is what they are looking for or if I'm >> missing anything? >> >> >> >> On Thu, Sep 25, 2025 at 9:56=E2=80=AFAM Germaine Daniels > germaine.daniels@thekey.com> wrote: >> >>> Hi Teresa, >>> >>> To ensure the payroll team can meet today's deadline for this request, >>> we need some additional information. >>> >>> The current report for caregivers incorrectly lists minimum wage rather >>> than their actual hourly rates from ClearCare. Could you please clarify= the >>> specific requirements for overtime and bonuses? Additionally, please >>> confirm the exact period the data should cover (e.g., January 2024 to >>> December 2024). >>> >>> Thank you, >>> >>> *Germaine Daniels* >>> >>> Director Payroll | TheKey >>> >>> Email: germaine.daniels@thekey.com >>> >>> Mobile: 562.784.1800 >>> >>> >>> >>> >>> >>> On Thu, Sep 25, 2025 at 7:40=E2=80=AFAM Teresa Heit >>> wrote: >>> >>>> Hello, >>>> >>>> I think they are wanting to move things along a little quicker. Is it >>>> possible to have these items by tomorrow? >>>> >>>> On Tue, Sep 23, 2025 at 12:54=E2=80=AFPM Kristen Jarbo >>>> wrote: >>>> >>>>> Hi Teresa, >>>>> >>>>> I can start working on getting this information for you. When do you >>>>> need it by? >>>>> >>>>> Thank you, >>>>> >>>>> On Tue, Sep 23, 2025 at 10:39=E2=80=AFAM Emily Kraeter >>>> emily.kraeter@thekey.com> wrote: >>>>> >>>>>> Hi Teresa - >>>>>> >>>>>> I am looping in Jazman and Kristen who will be able to help with >>>>>> these items. >>>>>> >>>>>> Including Mansi as FYI only. >>>>>> >>>>>> Emily >>>>>> >>>>>> On Tue, Sep 23, 2025 at 7:37=E2=80=AFAM Teresa Heit >>>>>> wrote: >>>>>> >>>>>>> Hi Emily, >>>>>>> >>>>>>> We are currently gathering the items requested for due diligence >>>>>>> related to the pending sale of the Kansas City branch and were hopi= ng you >>>>>>> could assist us with the following: >>>>>>> >>>>>>> 1. Backgr

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