Re: Follow up// Canadian Payroll

Thank you 



Maria Licoudis RN
Care Manager
mlicoudis@homecareassistance.com

Office:514-907-5065


> On Dec 28, 2022, at 11:03 AM, Timothy Thomas <tt@thekey.com> wrote:
> 
> 
> Looks good to me. Thanks Germaine.
> 
> I'm adding @Maria Licoudis @Melissa Caltagirone @Stephanie Demers @Sharon Speirs for visibility on the process.
> 
> Thanks,
> Tim
> 
>> On Mon, Dec 26, 2022 at 6:16 PM Germaine Daniels <germaine.daniels@thekey.com> wrote:
>> Good afternoon team,
>> 
>> Below is a recap of today's meeting as it pertains to Cheque Emplois- Montreal Payroll Process.
>> 
>> 
>> 1.  Ali is to provide a copy of  the detailed instructions of the Cheque process that would have been sent by Maria sometime last week to all parties on this email.
>> 2. Misty/Cheryl  will add 2 additional tabs to Ali's original Cheque spreadsheet. The first tab will be the master, the second tab should include the payroll instructions provided by Ale and the third tab will be a copy of the master tab which will be the weekly working tab for the reduction of the hours.
>>          a.  Ali will need to update the master sheet in the event caregivers are removed or added to the program. or if  the standard amount of hours listed on the worksheet needs to be modified based on the billing action items.  
>>          b. Ali will be responsible to communicate all Cheque Montreal changes to Misty and Cheryl (Payroll).
>>          c. Misty and Cheryl will follow Dominique's recommendations of adjusting the Cheque caregiver hours on a weekly basis rather than waiting for the two week pay period.
>> 
>> 3.  On Monday, January 2nd at 10:00 AM  Dominique will partner with Misty to walk through the payroll process for adjusting the week of 01/02/22 hours for Montreal. Moving forward, Misty and Cheryl (Payroll) will be responsible for managing the process and direct all questions to Tim unless advised otherwise.
>> 
>> Team, please chime in if I missed anything? 
>> 
>> Thanks, 
>> 
>> Germaine Daniels
>> Payroll Director 
>> germaine.daniels@thekey.com
>> Phone: 562-380-3662
>> TheKey.com
>> 
>> 
>> 
>>> On Mon, Dec 26, 2022 at 8:55 AM Germaine Daniels <germaine.daniels@thekey.com> wrote:
>>> Good morning Ali,
>>> 
>>> Thanks, we received the spreadsheet and I have shared it with Cheryl and Misty. If we have any questions we will reach out to you.
>>> 
>>> Regards, 
>>> Germaine Daniels
>>> Payroll Director 
>>> germaine.daniels@thekey.com
>>> Phone: 562-380-3662
>>> TheKey.com
>>> 
>>> 
>>> 
>>>> On Mon, Dec 26, 2022 at 7:30 AM Ali Malik <ali.malik@thekey.com> wrote:
>>>> Hi Guys,
>>>> 
>>>> I have sent you the sheet I use to add the credit into each client's invoice weekly. I will be a bit busy today, but let me know if you have any questions.
>>>> 
>>>> thank you,
>>>> 
>>>>> On Fri, Dec 23, 2022 at 3:28 PM Germaine Daniels <germaine.daniels@thekey.com> wrote:
>>>>> Hi Michelle, 
>>>>> 
>>>>> This is the actual date Dominic is processing payroll and we would not want to miss her process. We can schedule another meeting if needed. 
>>>>> 
>>>>> Regards, 
>>>>> Germaine Daniels
>>>>> Payroll Director 
>>>>> germaine.daniels@thekey.com
>>>>> Phone: 562-380-3662
>>>>> TheKey.com
>>>>> 
>>>>> 
>>>>> 
>>>>>> On Fri, Dec 23, 2022 at 11:06 AM <michelle.kenaga@thekey.com> wrote:
>>>>>> Hi Germaine,
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> I see you scheduled this meeting for 12/26 we will be OOO for the Holiday. Can you please adjust date?
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> Michelle Kenaga
>>>>>> 
>>>>>> Manager of Billing
>>>>>> 
>>>>>> Direct line: (408) 831-0579
>>>>>> 
>>>>>> michelle.kenaga@thekey.com
>>>>>> 
>>>>>> 
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> From: Germaine Daniels <germaine.daniels@thekey.com> 
>>>>>> Sent: Friday, December 23, 2022 10:59 AM
>>>>>> To: michelle.kenaga@thekey.com
>>>>>> Cc: Lisa Larson <llarson@thekey.com>; Gary Scott <gscott@thekey.com>; Ali Malik <ali.malik@thekey.com>
>>>>>> Subject: Re: Follow up// Canadian Payroll
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> Sending the meeting invite now. Thanks 
>>>>>> 
>>>>>> Germaine Daniels
>>>>>> 
>>>>>> Payroll Director 
>>>>>> germaine.daniels@thekey.com
>>>>>> 
>>>>>> Phone: 562-380-3662
>>>>>> 
>>>>>> TheKey.com
>>>>>> 
>>>>>> 
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> On Fri, Dec 23, 2022 at 10:32 AM <michelle.kenaga@thekey.com> wrote:
>>>>>> 
>>>>>> Hi Germaine,
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> Yes please include me, Ali, and Jeannie Ortiz.
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> Michelle Kenaga
>>>>>> 
>>>>>> Manager of Billing
>>>>>> 
>>>>>> Direct line: (408) 831-0579
>>>>>> 
>>>>>> michelle.kenaga@thekey.com
>>>>>> 
>>>>>> 
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> From: Germaine Daniels <germaine.daniels@thekey.com> 
>>>>>> Sent: Friday, December 23, 2022 10:04 AM
>>>>>> To: Lisa Larson <llarson@thekey.com>
>>>>>> Cc: Gary Scott <gscott@thekey.com>; Ali Malik <ali.malik@thekey.com>; Michelle Kenaga <michelle.kenaga@thekey.com>
>>>>>> Subject: Re: Follow up// Canadian Payroll
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> Hi Lisa,
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> Per our meeting with Tim, I needed to schedule a meeting with Chris's team and Dominic Jacob's. The meeting has been scheduled for Monday to walk through the process. Should I include Ali in Monday's call?
>>>>>> 
>>>>>> Germaine Daniels
>>>>>> 
>>>>>> Payroll Director 
>>>>>> germaine.daniels@thekey.com
>>>>>> 
>>>>>> Phone: 562-380-3662
>>>>>> 
>>>>>> TheKey.com
>>>>>> 
>>>>>> 
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> On Fri, Dec 23, 2022 at 9:42 AM Lisa Larson <llarson@thekey.com> wrote:
>>>>>> 
>>>>>> Got it. Germaine - are you good to move forward with Chris' team to connect w/ Ali to make sure we are using the same worksheet?
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> On Fri, Dec 23, 2022 at 9:18 AM Gary Scott <gscott@thekey.com> wrote:
>>>>>> 
>>>>>> Ali has this.  He has made arrangements to get the data and enter the expense item credits.
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> On Fri, Dec 23, 2022 at 11:03 AM Lisa Larson <llarson@thekey.com> wrote:
>>>>>> 
>>>>>> Resurfacing this one. 
>>>>>> 
>>>>>> 
>>>>>> Michelle - any insight from you? 
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> Let us know. Thanks.
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> On Tue, Dec 20, 2022 at 12:49 PM Lisa Larson <llarson@thekey.com> wrote:
>>>>>> 
>>>>>> Hi there, Germaine and I spent time w/ Tim this afternoon on the deduction that should be taking place on payroll. We are going to have the payroll team sit w/ the client success managers to be able to take this on ASAP. Tim shared Billing will have a worksheet they will be using. Ideally, we can utilize the same worksheet so we are pulling from the same place. 
>>>>>> 
>>>>>>  
>>>>>> 
>>>>>> Who should we connect with to learn more on your team to understand how payroll/ billing can work together on this? 
>>>>>> 
>>>>>> 
>>>>>> Tx! 
>>>>>> 
>>>>>> Lisa 
>>>>>> 
>>>> 
>>>> 
>>>> -- 
>>>> Ali Malik
>>>> Manager - Financial Operations 
>>>> 
> 
> 
> -- 
> Tim Thomas
> Head of Canada Division
> Please note my email has changed:
> tt@TheKey.com
> (514) 591-9387
> TheKey.com