Re: Caribou CAD - UAT Preparation Recap

Hi Team,

A sample Clear Care report for Vancouver showing the blanks that should be
converted into expenses has been sent to Umesh and Alyson. Additionally,
below are the random employee numbers created for testing.

·  4829137 ·  9051742 ·  3176809 ·  7642051 ·  5908316 ·  1289475 ·  8437620
 ·  6713094

Thanks,

*Germaine Daniels*

Director Payroll | TheKey

Email: germaine.daniels@thekey.com

Mobile: 562.784.1800

<http://www.thekey.com>

On Wed, Feb 25, 2026 at 9:05 AM Roxana Cruz <rcruz@thekey.com> wrote:

> Good morning All,
>
> Here are the Agency and Location IDs
> Subdomain Agency ID ID Location Name
> hcadev1 1000000000000158 1000000000000265 Canada Location1
> hcadev1 1000000000000158 1000000000000266 Canada location2
> hcatest 1000000000000159 1000000000000295 Test
> hcatest 1000000000000159 1000000000000468 Test 2
> Question: Does it matter which location name is renamed to Toronto,
> Montreal & Oakville?
>
> Thank you.
>
> On Tue, Feb 24, 2026 at 3:31 PM Alyson Rohane <alyson.rohane@thekey.com>
> wrote:
>
>> Hi, Roxana - That is a great call out! @Monica Johnston
>> <johnstonm@thekey.com> do you have any concerns with us processing the
>> shifts directly to "Completed", rather than booking them first and
>> validating the outbound file for scheduled and then carelogs?
>>
>> Best
>> *Alyson Rohane*
>>
>> Continuous Improvement Analyst 3 | TheKey
>>
>>
>> On Tue, Feb 24, 2026 at 3:27 PM Roxana Cruz <rcruz@thekey.com> wrote:
>>
>>> Hi Alyson,
>>>
>>> Regarding below bullet point:
>>>
>>>    - UAT shifts will be entered for the week of 2/23/2026–3/1/2026
>>>
>>> I noticed the sheet calls for shifts to be created one day and completed
>>> the next. If that is the case, we should use future dates instead of past
>>> dates. If past dates are used, those care logs are created as completed.
>>>
>>> Thank you.
>>>
>>> On Tue, Feb 24, 2026 at 3:20 PM Alyson Rohane <alyson.rohane@thekey.com>
>>> wrote:
>>>
>>>> Hi, all - Thanks again for joining the call so we can finalize our
>>>> preparation ahead of UAT next week. Please see the action items and reach
>>>> out with any questions or updates!
>>>>
>>>> *Action Items: *
>>>>
>>>>    - @Alyson Rohane <alyson.rohane@thekey.com> set up a separate call
>>>>    with all app owners to ensure all the mapping is set up correctly between
>>>>    the different environments
>>>>    - @Germaine Daniels <germaine.daniels@thekey.com> send over the
>>>>    excel file for the last payroll concerning the blank pay rate issue with
>>>>    expenses and set time with @Umesh Shah <ushah@thekey.com> to review
>>>>    it.
>>>>    - If this is a valid use case, we must add the steps to the test
>>>>       script to replicate this scenario.
>>>>    - *ALL* - Review the updated test script and confirm the steps,
>>>>    timing and assignees are accurate
>>>>
>>>> *Caribou CAD Test Script*:
>>>> https://docs.google.com/spreadsheets/d/1NLERV7TcGa7q4302XVU58D7yZJSjHKSkoe171XZcFKw/edit?gid15943086#gid15943086
>>>>
>>>> *UAT Preparation: *
>>>>
>>>>    - UAT shifts will be entered for the week of 2/23/2026–3/1/2026
>>>>    - Wellsky locations under Canada's test agency will need to be
>>>>    renamed to mirror production data (i.e. Toronto, Montreal & Oakville)
>>>>    - Wellsky pay codes must be set up to ensure we test the 3 unique
>>>>    pay structures
>>>>    - Wellsky Agency and Location IDs are sent to the iCims team
>>>>    - Create the job requisition in iCims
>>>>
>>>> Best
>>>>
>>>> *Alyson Rohane*
>>>>
>>>> Continuous Improvement Analyst 3 | TheKey
>>>>
>>>>
>>>> On Wed, Feb 18, 2026 at 12:44 PM Germaine Daniels <
>>>> germaine.daniels@thekey.com> wrote:
>>>>
>>>>> Hi Alyson,
>>>>>
>>>>> I have reviewed the script and added two additional tests. From a
>>>>> payroll perspective, everything else looks correct.
>>>>>
>>>>>  @Umesh Shah <ushah@thekey.com>   Regarding the ClearCare file, how
>>>>> should we handle entries where the rate method is blank but a Rate Name is
>>>>> provided? Currently, the payroll team manually converts these to "Expense."
>>>>> Should we default these blanks to "Expense" moving forward?
>>>>>
>>>>>
>>>>> [image: image.png]
>>>>>
>>>>>
>>>>> *Germaine Daniels*
>>>>>
>>>>> Director Payroll | TheKey
>>>>>
>>>>> Email: germaine.daniels@thekey.com
>>>>>
>>>>> Mobile: 562.784.1800
>>>>>
>>>>> <http://www.thekey.com>
>>>>>
>>>>>
>>>>>
>>>>> On Wed, Feb 18, 2026 at 12:05 PM Alyson Rohane <
>>>>> alyson.rohane@thekey.com> wrote:
>>>>>
>>>>>> Hi, everyone - Thank you for joining yesterday’s call to kick off
>>>>>> UAT discussions for the Caribou Canadian expansion project. Following the
>>>>>> meeting, I have updated the script to include detailed steps for each use
>>>>>> case, a proposed timeline and a recommended number of test caregivers.
>>>>>>
>>>>>> Please review ahead of our 2/24 call and share any edits or feedback.
>>>>>>
>>>>>> *Caribou CAD Test Script*:
>>>>>> https://docs.google.com/spreadsheets/d/1NLERV7TcGa7q4302XVU58D7yZJSjHKSkoe171XZcFKw/edit?gid15943086#gid15943086
>>>>>>
>>>>>> Best
>>>>>> *Alyson Rohane*
>>>>>>
>>>>>> Continuous Improvement Analyst 3 | TheKey
>>>>>>
>>>>>
>>>
>>> --
>>> Roxana Cruz
>>> Digital Implementation Manager
>>> * Please note my email has changed: *
>>> rcruz@thekey.com <https://brand.thekey.com/esg/rcruz@thekey.com>
>>> 510-542-0223
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>
>
> --
> Roxana Cruz
> Digital Implementation Manager
> * Please note my email has changed: *
> rcruz@thekey.com <https://brand.thekey.com/esg/rcruz@thekey.com>
> 510-542-0223
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>