Re: Montreal Office Payroll (August 4th to August 17th)

From
Joey Taylor <joey.taylor@thekey.com>
To
Christopher Rafferty <christopher.rafferty@thekey.com>
CC
Jackie Summers <jsummers@thekey.com>, Timothy Thomas <tt@thekey.com>, Robert Valliant <bob.valliant@thekey.com>, Irin Eva <irin.eva@thekey.com>, Germaine Daniels <germaine.daniels@thekey.com>
Date
Mon, 25 Aug 2025 16:19:42 -0400
Folder
INBOX
--00000000000037802d063d364790 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Chris!! @Jackie Summers To provide some context, client Paulette Marcotte Lafleur was a referral from the account "R=C3=A9sidence M= anoir Outremont - Cogir" This was my account for the last year. The referral was made to me and was before Isabelle (our HCL) started working. When Isabelle started, I handed it off to her in hopes she could grow it. I was assured by Julian that when the account was transferred over in Isabelle's name, it would not affect any clients that started before Isabelle's start date or my GM SPIFF plan. Hoping you can help get this account back in my name so it shows up in Chris proof ASAP as my bonus was already delayed for July because of this!! On Mon, Aug 25, 2025 at 4:08=E2=80=AFPM Christopher Rafferty wrote: > Hi all, > > Adding @Jackie Summers as it looks like Julia is > now OOO. Jackie, would you be able to assist with Joey's client, Paulette > Marcotte Lafleur, who did not show on his GM HCL Plan SPIFF Proof this > month? We currently have no visibility of this client and would need her = on > the proof to be able to pay. Please let us know so we can get this > resolved! > > Thank you! > CR > > On Fri, Aug 22, 2025 at 11:49=E2=80=AFAM Christopher Rafferty christopher.rafferty@thekey.com> wrote: > >> Hi Joey, >> >> No update so far, as I haven=E2=80=99t heard back from Julia. I will fol= low up >> with her again and let you know if there=E2=80=99s any insight >> >> Thanks >> Chris >> >> On Fri, Aug 22, 2025 at 11:40=E2=80=AFAM Joey Taylor >> wrote: >> >>> Good Morning, >>> >>> Any update here? >>> >>> Thanks >>> >>> On Wed, Aug 20, 2025 at 11:58=E2=80=AFAM Joey Taylor >>> wrote: >>> >>>> Hi Chris, >>>> >>>> The HCL is Isabelle Grondin. Can you connect with Julia and find out >>>> what is going wrong that it is not reporting on the proof. >>>> She had assured me it would. >>>> >>>> Thanks, >>>> >>>> On Wed, Aug 20, 2025 at 11:00=E2=80=AFAM Christopher Rafferty >>> christopher.rafferty@thekey.com> wrote: >>>> >>>>> Hi Joey, >>>>> >>>>> I can only pay on what I see on the proof and I don't see this client >>>>> on the proof. Who is the HCL? >>>>> >>>>> On Wed, Aug 20, 2025 at 10:43=E2=80=AFAM Joey Taylor >>>>> wrote: >>>>> >>>>>> Hey all, >>>>>> >>>>>> This is still missing Paulette Marcotte Lafleur. I will forward you = a >>>>>> message from the SF team saying although I transferred marketer cred= it of >>>>>> this account to my new HCL, any cases started before her arrival wil= l >>>>>> remain in my name. >>>>>> >>>>>> https://homecareassistance.lightning.force.com/lightning/r/Opportuni= ty/006UH00000PeGAwYAN/view >>>>>> >>>>>> Thank you, >>>>>> >>>>>> On Wed, Aug 20, 2025 at 10:34=E2=80=AFAM Christopher Rafferty >>>>> christopher.rafferty@thekey.com> wrote: >>>>>> >>>>>>> Please see attached for updated proof! >>>>>>> >>>>>>> On Tue, Aug 19, 2025 at 5:06=E2=80=AFPM Joey Taylor >>>>>>> wrote: >>

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