Re: Referral Bonus

Dennis,

Thanks for providing that information. @Robert Valliant
<bob.valliant@thekey.com> So based on the hours of 577.75 * 1.39 rate the
amount owed is $803.07? Is this correct?

*Germaine Daniels*

Director Payroll | TheKey

Email: germaine.daniels@thekey.com

Mobile: 562.784.1800

<http://www.thekey.com>



On Wed, Jun 4, 2025 at 9:54 AM Dennis Fancy <dfancy@thekey.com> wrote:

> Hi Bob and Germaine,
>
> Here is the *Wellsky Data* for Jeanine's referrals:
>
> 1. Platinum Key Client Buhler-total of *3582.17 hours billed* (client
> inactive--deceased)
>
> 2. Silver Key Client Panisko-total of *1069.25 hours billed* (client
> active)
>
> 3. Bronze Key Client Ingo-total of *577.75 hours billed* (client active)
> **awaiting bonus payment**
>
> Sincerely,
>
> Dennis Fancy, BSP
> General Manager
> (204) 489-6000
>
> TheKey.ca <https://thekey.ca/>
>
> [image: TheKey]
>
>
> On Wed, Jun 4, 2025 at 11:28 AM Germaine Daniels <
> germaine.daniels@thekey.com> wrote:
>
>> Hi Bob,
>>
>> Reviewing the calculations, it appears the caregiver should have received
>> a total of $9,175 CAD. Could you maybe Dennis confirm if this is
>> accurate? If so, this would mean a remaining balance of $8,175.00, which is
>> a significant difference from the previously discussed $1,000 or $1,500.
>>
>> Thanks,
>>
>> *Germaine Daniels*
>>
>> Director Payroll | TheKey
>>
>> Email: germaine.daniels@thekey.com
>>
>> Mobile: 562.784.1800
>>
>> <http://www.thekey.com>
>>
>>
>>
>> On Wed, Jun 4, 2025 at 9:19 AM Robert Valliant <bob.valliant@thekey.com>
>> wrote:
>>
>>> Hi Germaine:  According to the Tableau report and my conversion to CAD
>>> $, the amounts I indicated would be the payouts.  However, Dennis:  Could
>>> you please verify in your data that that the hours and clients are correct.
>>>
>>> Thanks,
>>>
>>> Bob
>>>
>>> On Wed, Jun 4, 2025 at 12:11 PM Germaine Daniels <
>>> germaine.daniels@thekey.com> wrote:
>>>
>>>> Hi Bob,
>>>>
>>>> I'm a bit confused. Could you please provide the total amount in CAD
>>>> that the caregiver should have received according to the Tableau report?
>>>> Once we have that figure, we can determine if there's still an outstanding
>>>> balance to be paid.
>>>>
>>>> Thanks,
>>>>
>>>> *Germaine Daniels*
>>>>
>>>> Director Payroll | TheKey
>>>>
>>>> Email: germaine.daniels@thekey.com
>>>>
>>>> Mobile: 562.784.1800
>>>>
>>>> <http://www.thekey.com>
>>>>
>>>>
>>>>
>>>> On Wed, Jun 4, 2025 at 7:43 AM Robert Valliant <bob.valliant@thekey.com>
>>>> wrote:
>>>>
>>>>> Hi all:  The report from D & A's Tableau report shows the following
>>>>> earned Client Referral SPIF Payments for Jeanine.
>>>>>
>>>>> Thanks,
>>>>>
>>>>> Bob
>>>>>
>>>>> Site Client Name Internal Employee Referral Name Service Start Date Service
>>>>> End Date Master Client Id Opportunity Id Shift Month in which Bonus
>>>>> was Earned Key Client Category Billed Hours Life Time To Date Billed
>>>>> Hours Earned Payouts - CAD, using a 1.39 X USD Conversion Factor
>>>>> Winnipeg Danny Panisko Jeanine Pokrant 6/23/2024   001UH00000BlYPnYAN
>>>>> 006UH00000ALPSJYA5 July 2024 Bronze Key Client 305 417
>>>>> December 2024 Silver Key Client 793 1043
>>>>> John Buhler VIP Jeanine Pokrant 7/23/2024 12/20/2024
>>>>> 001UH00000DQr9HYAT 006UH00000BgoznYAB July 2024 Bronze Key Client 209
>>>>> 417
>>>>> August 2024 Silver Key Client 946 1043
>>>>> September 2024 Gold Key Client 1,667 2085
>>>>> November 2024 Platinum Key Client 3,121 4170
>>>>>
>>>>> On Wed, Jun 4, 2025 at 9:36 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>>> Robert can you please confirm the total payout this CG should have
>>>>>> received for both clients to date? We'll pay out the balance as she's
>>>>>> already received $1000 CAD.
>>>>>>
>>>>>> Thanks!
>>>>>>
>>>>>> On Tue, Jun 3, 2025 at 6:43 PM Germaine Daniels <
>>>>>> germaine.daniels@thekey.com> wrote:
>>>>>>
>>>>>>> Thanks Irin! Tim and Dennis, based on Irin’s response, do we have
>>>>>>> the green light to proceed with paying  out $1,000 or $1,500 CAD dollars to
>>>>>>> this caregiver on the next payroll?  Please confirm the amount to pay out?
>>>>>>>
>>>>>>> Thanks,
>>>>>>>
>>>>>>> Germaine DanielsPayroll Director
>>>>>>> germaine.daniels@thekey.com
>>>>>>> Phone: 562-380-3662
>>>>>>> TheKey.com
>>>>>>>
>>>>>>>
>>>>>>> On Tue, Jun 3, 2025 at 4:27 PM Irin Eva <irin.eva@thekey.com> wrote:
>>>>>>>
>>>>>>>> Hi Germaine,
>>>>>>>>
>>>>>>>> Our records indicate the caregiver received a $1000 bonus last
>>>>>>>> year, paid on September 9, 2024. However, no bonus payments are recorded
>>>>>>>> for this caregiver this year.
>>>>>>>>
>>>>>>>> 8/26/24 ChandaniPatel Winnipeg Jeanine Pokrant Referral Bonus Added
>>>>>>>> to pay CAD $1,000.00 Non-Billable Y 09/09/24 LoriH Email from
>>>>>>>> Robert Vallliant and Germanie 8/26/24
>>>>>>>>
>>>>>>>> Thanks,
>>>>>>>> Irin
>>>>>>>>
>>>>>>>> On Tue, Jun 3, 2025 at 7:02 PM Germaine Daniels <
>>>>>>>> germaine.daniels@thekey.com> wrote:
>>>>>>>>
>>>>>>>>> Yes, I agree! Irin, can you run a report to confirm if this
>>>>>>>>> caregiver received these payments?
>>>>>>>>>
>>>>>>>>> Thanks
>>>>>>>>>
>>>>>>>>> Germaine DanielsPayroll Director
>>>>>>>>> germaine.daniels@thekey.com
>>>>>>>>> Phone: 562-380-3662
>>>>>>>>> TheKey.com
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> On Tue, Jun 3, 2025 at 2:48 PM Timothy Thomas <tt@thekey.com>
>>>>>>>>> wrote:
>>>>>>>>>
>>>>>>>>>> Hi Germaine,
>>>>>>>>>>
>>>>>>>>>> We did that but the comp team asked us to check with payroll.
>>>>>>>>>>
>>>>>>>>>> We’re simply trying to establish whether or not said caregiver
>>>>>>>>>> received the incentive. It shouldn’t be this complicated.
>>>>>>>>>>
>>>>>>>>>> On Tue, Jun 3, 2025 at 3:56 PM Germaine Daniels <
>>>>>>>>>> germaine.daniels@thekey.com> wrote:
>>>>>>>>>>
>>>>>>>>>>> Hi team,
>>>>>>>>>>>
>>>>>>>>>>> Going forward, could all incentives and bonuses be directed to
>>>>>>>>>>> the compensation team first? This would allow for better visibility and
>>>>>>>>>>> tracking before being forwarded to payroll for processing payments.
>>>>>>>>>>>
>>>>>>>>>>> It's important to establish a checkpoint in this process to
>>>>>>>>>>> avoid payment requests being sent directly to payroll.
>>>>>>>>>>>
>>>>>>>>>>> Thanks,
>>>>>>>>>>>
>>>>>>>>>>> Germaine DanielsPayroll Director
>>>>>>>>>>> germaine.daniels@thekey.com
>>>>>>>>>>> Phone: 562-380-3662
>>>>>>>>>>> TheKey.com
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> On Tue, Jun 3, 2025 at 12:58 PM Dennis Fancy <dfancy@thekey.com>
>>>>>>>>>>> wrote:
>>>>>>>>>>>
>>>>>>>>>>>> Thank you Irin,
>>>>>>>>>>>>
>>>>>>>>>>>> The caregiver is Jeanine Pokrant. She previously received 2 x
>>>>>>>>>>>> $500 bonuses for client referrals and is expecting a third (which I believe
>>>>>>>>>>>> she is entitled to based on my calculations for the client in question).
>>>>>>>>>>>>
>>>>>>>>>>>> I will wait for guidance from the team and hopefully we can get
>>>>>>>>>>>> her remunerated for Winnipeg client Brian Ingo.
>>>>>>>>>>>>
>>>>>>>>>>>> Take care,
>>>>>>>>>>>>
>>>>>>>>>>>> Dennis Fancy, BSP
>>>>>>>>>>>> General Manager
>>>>>>>>>>>> (204) 489-6000
>>>>>>>>>>>>
>>>>>>>>>>>> TheKey.ca <https://thekey.ca/>
>>>>>>>>>>>>
>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> On Tue, Jun 3, 2025 at 2:49 PM Irin Eva <irin.eva@thekey.com>
>>>>>>>>>>>> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>>> Hi Dennis,
>>>>>>>>>>>>>
>>>>>>>>>>>>> We do not typically receive specific caregiver bonus amounts.
>>>>>>>>>>>>> Could you please provide the payout figures? Once we have them, we can
>>>>>>>>>>>>> include them in next week's payroll. If sooner payment is needed, we can
>>>>>>>>>>>>> arrange a wire transfer.
>>>>>>>>>>>>>
>>>>>>>>>>>>> Please let me know your preference.
>>>>>>>>>>>>>
>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>> Irin
>>>>>>>>>>>>>
>>>>>>>>>>>>> On Tue, Jun 3, 2025 at 3:33 PM Dennis Fancy <dfancy@thekey.com>
>>>>>>>>>>>>> wrote:
>>>>>>>>>>>>>
>>>>>>>>>>>>>> Hi all,
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Hoping we can get this looked into ASAP. She is quite an
>>>>>>>>>>>>>> exceptional caregiver and is threatening to quit. Although she does have a
>>>>>>>>>>>>>> flair for the dramatic, I do not want to call her bluff and have it
>>>>>>>>>>>>>> backfire.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> @Irin Eva <irin.eva@thekey.com> I am not sure if you were
>>>>>>>>>>>>>> cc'd on this previously but we are requiring your assistance.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Thank you!
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Dennis Fancy, BSP
>>>>>>>>>>>>>> General Manager
>>>>>>>>>>>>>> (204) 489-6000
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> TheKey.ca <https://thekey.ca/>
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> On Wed, May 28, 2025 at 7:58 AM Timothy Thomas <tt@thekey.com>
>>>>>>>>>>>>>> wrote:
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Irin can you please validate any bonus payments made to this
>>>>>>>>>>>>>>> caregiver?
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> On Wed, May 28, 2025 at 8:44 AM Robert Valliant <
>>>>>>>>>>>>>>> bob.valliant@thekey.com> wrote:
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> Hi All:  Please see attached Client Referral SPIF Policy.
>>>>>>>>>>>>>>>>> For Caregivers, the local management is responsible for processing payments.
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> We don't have visibility to any bonus payments for Canada
>>>>>>>>>>>>>>>> employees in Workday.  Please check with Irin for past payments.  However,
>>>>>>>>>>>>>>>> please see screenshot below of Jeanine's client referral data we have.
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> [image: image.png]
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>>>>>>>>>> From: Timothy Thomas <tt@thekey.com>
>