Re: Follow up on CG referral

From
Robert Valliant <bob.valliant@thekey.com>
To
Chad Everitt <chad.everitt@thekey.com>, Tiffany Silton <tsilton@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Girlie Gorospe-Nitafan <gnitafan@thekey.com>, Beth Haight <elizabeth.haight@thekey.com>, Timothy Thomas <tt@thekey.com>, Germaine Daniels <germaine.daniels@thekey.com>, Dennis Fancy <dfancy@thekey.com>, Emily Russell <emily.russell@thekey.com>
Date
Fri, 9 Aug 2024 16:20:39 -0400
Folder
INBOX
--0000000000001ca210061f45e1d6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all: I do have the referral bonus policies for Non-Caregiver and Caregivers that Audra included in this mail trail, and Comp has been submitting a small # of referral payments for Non-Caregivers based on a report that Tiffany last sent me. However, I don't recall receiving the report for June or July, so I do need those reports to calculate payments. I am not aware of the payment process for Caregivers. I would be happy to send any applicable payments to Payroll for payment, but the Comp team has had no involvement whatsoever in any CG comp issues since I joined the firm. Another alternative would be for field leadership to send the payment requests for CG directly to payroll. Thanks, Bob On Fri, Aug 9, 2024 at 3:57=E2=80=AFPM Chad Everitt wrote: > My understanding was the Comp Team is to let Payroll know to pay out thes= e > incentives. Please let us know if this has changed. > > > *Chad Everitt* > President- East Division & Canada > Mobile: 202.262.8318 > [image: TheKey] > > > On Fri, Aug 9, 2024 at 3:21=E2=80=AFPM Audra Williams = wrote: > >> Hi Bob! >> >> This is the Employee and CG Referral Program that we have discussed >> before. Please see the details below. If you are still not receiving t= he >> SF report please connect with the SF team so that you can pay these out >> appropriately. Thanks! >> >> Internal Employees: >> Employees will be rewarded at EACH milestone with the following cash >> bonuses based on the revenue generated by the clients they refer*! >> >> >> $500 for a Bronze Key Client, who is a client that reaches $5k in long >> term revenue >> >> $750 for a Silver Key Client, who is a client that reaches $25k in long >> term revenue >> >> $1500 for a Gold Key Client, who is a client that reaches $50k in long >> term revenue >> >> $3000 for a Platinum Key Client, who is a client that reaches $100k in >> long term revenue >> >> >> Caregivers: >> Caregiver employees will be rewarded at EACH milestone with the followin= g >> cash bonuses based on the hours of service the Client receives! >> >> >> $500 for a Bronze Key Client, who is a client that uses 150 hours of >> service >> >> $750 for a Silver Key Client, who is a client that uses 750 hours of >> service >> >> $1500 for a Gold Key Client, who is a client that uses 1500 hours of >> service >> >> $3000 for a Platinum Key Client, who is a client that uses 3000 hours of >> service >> >> >> On Fri, Aug 9, 2024 at 12:13=E2=80=AFPM Girlie Gorospe-Nitafan > gnitafan@thekey.com> wrote: >> >>> I will defer this question to Germaine. I don't process CG payroll for >>> any of the Canada locations. >>> >>> On Fri, Aug 9, 2024, 12:08=E2=80=AFPM Robert Valliant >>> wrote: >>> >>>> Germaine and Gee: Do you know how the payment process for referral >>>> bonuses for Caregivers works, and this case someone in Canada? >>>> >>>> Thanks, >>>> >>>> Bob >>>> >>>> On Fri, Aug 9, 2024 at 2:45=E2=80=AFPM Timothy Thomas = wrote: >>>> >>>>> Ok. Well we published a caregiver referral program and I have a CG in >>>>> Winnipeg that should be paid out. >>>>> >>>>> Any direction would be greatly appreciated. >>>>> >>>>> >>>>> *Tim Thomas* >>>>> Head of Canada Division | *TheKey* >>>>> Mobile: 514.591.9387 >>>>> [image: TheKey] >>>>> >>>>> >>>>> On Fri, Aug 9, 2024 at 2:38=E2=80=AFPM Robert Valliant >>>> bob.valliant@thekey.com> wrote: >>>>> >>>>>> Hi all: The TK Comp team does not manage any processes, >>>>>> administration, etc. related to Caregivers. I wish we did! I am no= t >>>>>> familiar with how these bonuses are paid. >>>>>> >>>>>> Thanks, >>>>>> >>>>>> Bob >>>>>> >>>>>> On Fri, Aug 9, 2024 at 12:38=E2=80=AFPM Audra Williams >>>>>> wrote: >>>>>> >>>>>>> Hi Tim! >>>>>>> >>>>>>> This would be Bob. I have added him to this email. >>>>>>> >>>>>>> Thanks! >>>>>>> >>>>>>> Audra Williams >>>>>>> Director, Divisional Operations >>>>>>> (425) 757-7027 >>>>>>> TheKey.com >>>>>>> >>>>>>> >>>>>>> [image: TheKey] >>>>>>> >>>>>>> >>>>>>> On Fri, Aug 9, 2024 at 9:32=E2=80=AFAM Timothy Thomas wrote: >>>>>>> >>>>>>>> @Audra Williams how would we go about >>>>>>>> verifying if a caregiver was paid their client referral fee? Who o= versees >>>>>>>> this? >>>>>>>> >>>>>>>> Thanks! >>>>>>>> >>>>>>>> On Fri, Aug 9, 2024 at 12:29=E2=80=AFPM Dennis Fancy >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Hi Tim and Chandani, >>>>>>>>> >>>>>>>>> In SF, the referral source was entered as "Employee and CG >>>>>>>>> Referral Program" and the internal employee entered as "Jeanine P= okrant" >>>>>>>>> for clients Panishko and Buhler. >>>>>>>>> >>>>>>>>> Hope this was done correctly. >>>>>>>>> >>>>>>>>> Dennis Fancy, BSP >>>>>>>>> General Manager >>>>>>>>> (204) 489-6000 >>>>>>>>> >>>>>>>>> TheKey.ca >>>>>>>>> >>>>>>>>> [image: TheKey] >>>>>>>>> >>>>>>>>> >>>>>>>>> On Fri, Aug 9, 2024 at 8:59=E2=80=AFAM Timothy Thomas >>>>>>>>> wrote: >>>>>>>>> >>>>>>>>>> Hi Chandani, >>>>>>>>>> >>>>>>>>>> 

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