Re: Winnipeg payroll

Hi Sam,

Next week I would only be available late at night (8pm CST) on Monday and Tuesday, at 5pm on Wednesday or for a 45 minute period on the Thursday and Friday. I could be available this Saturday from 2:30-5:30pm CST as well. Please let me know what is best. 

Thanks,

Lindsey

Sent from my iPhone

> On Nov 17, 2022, at 12:33 PM, Sam Naffaa <hcao.accounting@thekey.com> wrote:
> 
> 
> Hi Lindsey,
> I can see that the next payroll will be on November 25th so we have time. Please let us make it next week if possible. 
> Regards, 
> Sam Naffaa, CMA
> Financial Controller - Waterloo & Oakville
> 905.337.1288
> Please note my email has changed:
> hcao.accounting@TheKey.com
> 
> TheKey.com
> 
> 
> 
> 
> 
> 
> 
> 
>> On Thu, Nov 17, 2022 at 12:34 PM Lindsey Fancy <lfancy@thekey.com> wrote:
>> Hi Sam,
>> 
>> I do have a full time day job but if we could keep it to 45 minutes, I could make it work. 
>> 
>> Let me know if this works. 
>> 
>> Lindsey
>> 
>> Sent from my iPhone
>> 
>>>> On Nov 17, 2022, at 11:16 AM, Sam Naffaa <hcao.accounting@thekey.com> wrote:
>>>> 
>>> 
>>> Thanks Tim!
>>> Hi Lidsey, is it possible to make it before 12:30 CST time?
>>> Regards, 
>>> Sam Naffaa, CMA
>>> Financial Controller - Waterloo & Oakville
>>> 905.337.1288
>>> Please note my email has changed:
>>> hcao.accounting@TheKey.com
>>> 
>>> TheKey.com
>>> 
>>> 
>>> 
>>> 
>>> 
>>> 
>>> 
>>> 
>>>> On Thu, Nov 17, 2022 at 11:07 AM Lindsey Fancy <lfancy@thekey.com> wrote:
>>>> Hi Sam,
>>>> 
>>>> Are you able to meet at 4:30 CST on Friday?
>>>> 
>>>> Thanks,
>>>> 
>>>> Lindsey
>>>> 
>>>> Sent from my iPhone
>>>> 
>>>>>> On Nov 17, 2022, at 8:23 AM, Timothy Thomas <tt@thekey.com> wrote:
>>>>>> 
>>>>> 
>>>>> I have provided you with clearcare access Sam. I'll leave the rest to lindsey.
>>>>> 
>>>>> I used the snaffaa@homecareassistance.com
>>>>> Clearcare URL is https://hcawinnipeg.clearcareonline.ca/
>>>>> 
>>>>>> On Wed, Nov 16, 2022 at 3:38 PM Sam Naffaa <hcao.accounting@thekey.com> wrote:
>>>>>> Hi Linsey,
>>>>>> Thanks for the information and the access. I am using Payworks so you don't have to worry about the process.
>>>>>>  Please I need the following:
>>>>>> 1- Access to Clearcare.
>>>>>> 2- How do you communicate information related to Caregivers such as rate increment, resignation, new hire, expenses reimbursement...?  We are using a form ( excel sheet) to communicate such information in Waterloo and Oakcille. If you want I can create the same for  Winnipeg  and share it with you.
>>>>>> 2- Who is doing the finalization and with whom should I check if I have any query?  
>>>>>> Please send me a meeting invitation.
>>>>>> Regards, 
>>>>>> Sam Naffaa, CMA
>>>>>> Financial Controller - Waterloo & Oakville
>>>>>> 905.337.1288
>>>>>> Please note my email has changed:
>>>>>> hcao.accounting@TheKey.com
>>>>>> 
>>>>>> TheKey.com
>>>>>> 
>>>>>> 
>>>>>> 
>>>>>> 
>>>>>> 
>>>>>> 
>>>>>> 
>>>>>> 
>>>>>>> On Tue, Nov 15, 2022 at 9:13 PM Lindsey Fancy <lfancy@thekey.com> wrote:
>>>>>>> Hi Sam,
>>>>>>> 
>>>>>>> I have set you up with login access to our main payworks account. I will send you the password I assigned in another email, although it might just ask you to create a new one, I'm not too sure. I was hoping you could log into the system and see how to navigate it a little bit, and so it would be quick for me to go over how to process it. Maybe we can set up an hour long meeting, and then you could do most of it and I could be available on the processing day for a short time if needed. It is a very intuitive system but the main areas I use are:
>>>>>>> 
>>>>>>> Payroll ---> Processing ---> Pay Grid View
>>>>>>> This is where I enter all the hours that caregivers work. The regular hours are just that. And then anything extra is added into the Overtime column. There are separate entries for mileage, expense reimbursements, stat holiday pay (this is 5% of gross wages worked in the 28 days before a stat holiday and is given to all active employees whether or not they work on the stat), criminal record check deductions, training wages
>>>>>>>  
>>>>>>> Payroll ---> Processing ---> Generate Payroll ---> Run Preview
>>>>>>> Once you have entered everything in, or really at any point, you can do this and review all the reports, check pay statements, etc. Just don't hit "Run Final" until we are completely done. 
>>>>>>> 
>>>>>>> Company Setup ---> Run Schedule
>>>>>>> You can see when the cut-off dates are, and due dates for processing, deposit dates, etc
>>>>>>> 
>>>>>>> Employee Setup---> Employee Information 
>>>>>>> In the top right of this screen there is a button that has an outline of a person with a plus sign above one shoulder. This is how we add new employees. There are some new employees since the last payroll so you could follow through these screens and add the new ones, using the hiring docs that are in ClearCare. I'm happy to help but again, this is very intuitive and will probably be easy for you. 
>>>>>>> 
>>>>>>> In the admin section, you can add other employees which will make it easy for your team to reset caregiver passwords, view caregiver paystubs when they 
>>>>>>> 
>>>>>>> Let me know if you have any questions about this or as you navigate through. 
>>>>>>> 
>>>>>>> Thanks,
>>>>>>> 
>>>>>>> Lindsey
>>>>>>> 
>>>>>>>> On Mon, Nov 14, 2022 at 9:01 AM Sam Naffaa <hcao.accounting@thekey.com> wrote:
>>>>>>>> Hi Tim,
>>>>>>>> Not yet. I am waiting to hear from Lindsey about the best time for her to meet. 
>>>>>>>> Regards, 
>>>>>>>> Sam Naffaa, CMA
>>>>>>>> Financial Controller - Waterloo & Oakville
>>>>>>>> 
>>>>>>>> Home Care Assistance - Serving Oakville, Mississauga, Burlington, Waterloo & Wellington region
>>>>>>>> 
>>>>>>>> 375 University Ave E, Waterloo, ON, N2K3M7 Tel: 519-954-2111
>>>>>>>> 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200
>>>>>>>> 
>>>>>>>> 
>>>>>>>> Champions of Aging Well
>>>>>>>> www.HomeCareAssistanceWaterloo.ca
>>>>>>>> www.HomeCareAssistanceGuelph.ca
>>>>>>>> www.HomeCareAssistanceOakville.ca
>>>>>>>> www.HomeCareAssistanceMississauga.ca
>>>>>>>> 
>>>>>>>> 
>>>>>>>> 
>>>>>>>> 
>>>>>>>>> On Mon, Nov 14, 2022 at 9:55 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>>>>> Hi Sam,
>>>>>>>>> 
>>>>>>>>> Have you connected with Lindsey yet?
>>>>>>>>> 
>>>>>>>>> Thanks!
>>>>>>>>> Tim
>>>>>>>>> 
>>>>>>>>>> On Tue, Nov 8, 2022 at 12:07 PM Sandra Daoust <sdaoust@homecareassistance.com> wrote:
>>>>>>>>>> Hi Sam!
>>>>>>>>>> Thank you so much for helping.
>>>>>>>>>> I will let you and Lindsey coordinate the best time to meet and discuss.
>>>>>>>>>> Have a great day!
>>>>>>>>>> Sandra
>>>>>>>>>>  
>>>>>>>>>> Sandra Daoust 
>>>>>>>>>> Gestionnaire des finances/Finance Manager - Canada
>>>>>>>>>> Tel: 514.907.5065 |  Fax: 514.221.4265
>>>>>>>>>> sdaoust@homecareassistance.com | Homecareassistancemontreal.ca
>>>>>>>>>> 
>>>>>>>>>> 
>>>>>>>>>> 
>>>>>>>>>> 
>>>>>>>>>> 
>>>>>>>>>>> On Fri, Nov 4, 2022 at 3:55 PM Sam Naffaa <hcao.accounting@thekey.com> wrote:
>>>>>>>>>>> Hi Sandra,
>>>>>>>>>>> I am happy to help! Please let me know what is the best time for you both in the next week other than Tuesday and Wednesday.
>>>>>>>>>>> Regards, 
>>>>>>>>>>> Sam Naffaa, CMA
>>>>>>>>>>> Financial Controller - Waterloo & Oakville
>>>>>>>>>>> 
>>>>>>>>>>> Home Care Assistance - Serving Oakville, Mississauga, Burlington, Waterloo & Wellington region
>>>>>>>>>>> 
>>>>>>>>>>> 375 University Ave E, Waterloo, ON, N2K3M7 Tel: 519-954-2111
>>>>>>>>>>> 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200
>>>>>>>>>>> 
>>>>>>>>>>> 
>>>>>>>>>>> Champions of Aging Well
>>>>>>>>>>> www.HomeCareAssistanceWaterloo.ca
>>>>>>>>>>> www.HomeCareAssistanceGuelph.ca
>>>>>>>>>>> www.HomeCareAssistanceOakville.ca
>>>>>>>>>>> www.HomeCareAssistanceMississauga.ca
>>>>>>>>>>> 
>>>>>>>>>>> 
>>>>>>>>>>> 
>>>>>>>>>>> 
>>>>>>>>>>>> On Thu, Nov 3, 2022 at 3:32 PM Sandra Daoust <sdaoust@homecareassistance.com> wrote:
>>>>>>>>>>>> Hi Sam!
>>>>>>>>>>>> 
>>>>>>>>>>>> Thank you for taking the time to speak with me last week. As discussed, we are looking for some short-term help to take over Winnipeg payroll from Lindsey (copied on this email). 
>>>>>>>>>>>> 
>>>>>>>>>>>> We are working on a more concrete solution, but we are very happy to have you help out in the interim.
>>>>>>>>>>>> 
>>>>>>>>>>>> @Sam Naffaa and @Lindsey Fancy can you please set up some time to connect to discuss the process and get Sam ready to help out with payroll?
>>>>>>>>>>>> 
>>>>>>>>>>>> Much appreciated.
>>>>>>>>>>>> 
>>>>>>>>>>>> Sandra
>>>>>>>>>>>>  
>>>>>>>>>>>> Sandra Daoust 
>>>>>>>>>>>> Gestionnaire des finances/Finance Manager - Canada
>>>>>>>>>>>> Tel: 514.907.5065 |  Fax: 514.221.4265
>>>>>>>>>>>> sdaoust@homecareassistance.com | Homecareassistancemontreal.ca
>>>>>>>>>>>> 
>>>>>>>>>>>> 
>>>>>>>>>>>> 
>>>>>>>>> 
>>>>>>>>> 
>>>>>>>>> -- 
>>>>>>>>> Tim Thomas
>>>>>>>>> Head of Canada Division
>>>>>>>>> Please note my email has changed:
>>>>>>>>> tt@TheKey.com
>>>>>>>>> (514) 591-9387
>>>>>>>>> TheKey.com
>>>>>>>>> 
>>>>> 
>>>>> 
>>>>> -- 
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> Please note my email has changed:
>>>>> tt@TheKey.com
>>>>> (514) 591-9387
>>>>> TheKey.com