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

From
Joey Taylor <joey.taylor@thekey.com>
To
Christopher Rafferty <christopher.rafferty@thekey.com>
CC
Julia Jenkins <jujenkins@thekey.com>, Timothy Thomas <tt@thekey.com>, Renee Drobek <renee.drobek@thekey.com>, Ashley Mirone <amirone@thekey.com>, John Champagne <john.champagne@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>, Robert Valliant <bob.valliant@thekey.com>
Date
Fri, 5 Sep 2025 10:26:08 -0400
Folder
INBOX
📎 image.png; image.png
Thank you so much for all your help with this!!

On Fri, Sep 5, 2025 at 10:23 AM Christopher Rafferty <
christopher.rafferty@thekey.com> wrote:

> Hi all,
>
> I now see the client! Please see attached for the updated proof, where at
> the bottom i added a line with the difference between the paid proof amount
> and what this updated proof now shows.
>
> Tim, you'll see an email shortly from me sending over this payment
> difference to CAN Payroll.
>
> Thank you all for helping and getting Joey compensation accurately!
>
> Have a great weekend,
> Chris
>
> On Fri, Sep 5, 2025 at 9:45 AM Joey Taylor <joey.taylor@thekey.com> wrote:
>
>> Good Morning,
>>
>> If the new proof for July has been generated, would it be possible to
>> send it over so I can compare with the data on my end?
>>
>> Thank you,
>>
>> On Wed, Sep 3, 2025 at 1:22 PM Julia Jenkins <jujenkins@thekey.com>
>> wrote:
>>
>>> Hi Christopher, can you please either manually include this client for
>>> Joey or pull the incentive report again tomorrow morning?
>>>
>>> I just looked and Rev Ops still has Marketer Credit which is the issue–
>>> the Marketer Credit change I made in Salesforce last week may not have
>>> saved so my apologies.
>>>
>>> On Wed, Sep 3, 2025 at 10:02 AM Christopher Rafferty <
>>> christopher.rafferty@thekey.com> wrote:
>>>
>>>> @Renee Drobek <renee.drobek@thekey.com> @Ashley Mirone
>>>> <amirone@thekey.com> @Julia Jenkins <jujenkins@thekey.com> @John
>>>> Champagne <john.champagne@thekey.com> @Donny Deshotels
>>>> <donny.deshotels@thekey.com>
>>>>
>>>> Hi All,
>>>>
>>>> How can we get this finally resolved for Joe? I still don't see the
>>>> client on his dashboard in Tableau and this has been an open dispute for
>>>> over 2 weeks.
>>>>
>>>> On Wed, Sep 3, 2025 at 11:58 AM Christopher Rafferty <
>>>> christopher.rafferty@thekey.com> wrote:
>>>>
>>>>> That is the issue on my side as well - I can’t see the client in
>>>>> Tableau so I can’t see any of their data including what they would payout
>>>>> to an HCL/GM.
>>>>>
>>>>> On Wed, Sep 3, 2025 at 11:53 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>>> Could you please tell me what the client would be valued at so that I
>>>>>> can issue a spot bonus? It's been frustrating trying to run down this bug
>>>>>> with Salesforce support.
>>>>>>
>>>>>> Thanks
>>>>>>
>>>>>> On Wed, Sep 3, 2025 at 11:37 AM Christopher Rafferty <
>>>>>> christopher.rafferty@thekey.com> wrote:
>>>>>>
>>>>>>> HI Tim,
>>>>>>>
>>>>>>> I don't see this client credited on his proof from my side.
>>>>>>>
>>>>>>> Thanks
>>>>>>> Chris
>>>>>>>
>>>>>>> On Wed, Sep 3, 2025 at 11:20 AM Timothy Thomas <tt@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Hi guys,
>>>>>>>>
>>>>>>>> Has this client flowed through to Joey yet? If so can you send me
>>>>>>>> the proof please and when it will be paid out?
>>>>>>>>
>>>>>>>> Thanks
>>>>>>>> Tim
>>>>>>>>
>>>>>>>> ---------- Forwarded message ---------
>>>>>>>> From: Julia Jenkins <jujenkins@thekey.com>
>>>>>>>> Date: Wed, Aug 27, 2025 at 1:48 PM
>>>>>>>> Subject: Re: Montreal Office Payroll (August 4th to August 17th)
>>>>>>>> To: Joey Taylor <joey.taylor@thekey.com>, Robert Valliant <
>>>>>>>> bob.valliant@thekey.com>, Christopher Rafferty <
>>>>>>>> christopher.rafferty@thekey.com>
>>>>>>>> Cc: Renee Drobek <renee.drobek@thekey.com>, Ashley Mirone <
>>>>>>>> amirone@thekey.com>, John Champagne <john.champagne@thekey.com>,
>>>>>>>> Jackie Summers <jsummers@thekey.com>, Donny Deshotels <
>>>>>>>> donny.deshotels@thekey.com>, Timothy Thomas <tt@thekey.com>, Irin
>>>>>>>> Eva <irin.eva@thekey.com>, Germaine Daniels <
>>>>>>>> germaine.daniels@thekey.com>
>>>>>>>>
>>>>>>>>
>>>>>>>> Hi All,
>>>>>>>>
>>>>>>>> The Opportunity in reference here was created on 6/20/2025 and
>>>>>>>> currently has 'Rev Ops' as Marketer Credit which is why it is not showing
>>>>>>>> up for Joey.
>>>>>>>>
>>>>>>>> To Renee's point, the reason Joey did not naturally populate in the
>>>>>>>> Marketer Credit field is because his Referral Account was not used when the
>>>>>>>> Opportunity was created. Joey has worked the corrected Referral Account on
>>>>>>>> the Opportunity since 3/7/2025 so he earned this one.* I changed
>>>>>>>> Marketer Credit to Joey so this Opportunity will flow through to the
>>>>>>>> incentive report.*
>>>>>>>>
>>>>>>>> @Renee Drobek <renee.drobek@thekey.com>  it would be best if the
>>>>>>>> Marketer Credit field would populate with the owner of the *first*
>>>>>>>> Referral Account used on the Opportunity if possible, for instances like
>>>>>>>> this when the Referral Account is added after the Opp is created. Is that
>>>>>>>> possible?
>>>>>>>>
>>>>>>>> Thanks all!
>>>>>>>>
>>>>>>>> On Wed, Aug 27, 2025 at 6:46 AM Joey Taylor <joey.taylor@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Thanks Renee for the explanation.
>>>>>>>>> What would the next steps be now so it shows up on the July proof
>>>>>>>>> for Chris?
>>>>>>>>>
>>>>>>>>> On Tue, Aug 26, 2025 at 1:39 PM Renee Drobek <
>>>>>>>>> renee.drobek@thekey.com> wrote:
>>>>>>>>>
>>>>>>>>>> I apologize, I was looking at this opportunity:
>>>>>>>>>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000STd4IYAT/view
>>>>>>>>>> so thank you for clarifying!
>>>>>>>>>>
>>>>>>>>>> Looking at the one you just sent over Joey, it looks like when
>>>>>>>>>> the opportunity was created the referral account was empty so there was
>>>>>>>>>> nothing in the Marketer Credit field. That field should have been required
>>>>>>>>>> upon opportunity creation, it was caught as a bug that we fixed on
>>>>>>>>>> 7/30/2025. This would have been rolled out after your opportunity was
>>>>>>>>>> created on 6/20/2025. In general, the marketer credit owner that is added
>>>>>>>>>> is based on the referral account added upon creation of the opportunity and
>>>>>>>>>> then it is locked. Let me know if this helps answer some of your questions!
>>>>>>>>>>
>>>>>>>>>> [image: image.png]
>>>>>>>>>>
>>>>>>>>>> On Tue, Aug 26, 2025 at 12:02 PM Joey Taylor <
>>>>>>>>>> joey.taylor@thekey.com> wrote:
>>>>>>>>>>
>>>>>>>>>>> Good Afternoon @Renee Drobek <renee.drobek@thekey.com>,
>>>>>>>>>>>
>>>>>>>>>>> The opportunity was not created on 08/26/2025. It was last
>>>>>>>>>>> modified on that date (that was yesterday). Care started June 23rd, 2025
>>>>>>>>>>> and reached 5K ON jULY 11TH, 2025.
>>>>>>>>>>>
>>>>>>>>>>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000PeGAwYAN/view
>>>>>>>>>>>
>>>>>>>>>>> Thank you,
>>>>>>>>>>>
>>>>>>>>>>> On Tue, Aug 26, 2025 at 11:53 AM Ashley Mirone <
>>>>>>>>>>> amirone@thekey.com> wrote:
>>>>>>>>>>>
>>>>>>>>>>>> Thank you for the clarification!
>>>>>>>>>>>> Ashley Mirone
>>>>>>>>>>>> SVP of Business Development
>>>>>>>>>>>> *Please note my email has changed:*
>>>>>>>>>>>> amirone@TheKey.com <Ashley.Mirone@TheKey.com>
>>>>>>>>>>>> Direct: (310) 755-9669
>>>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> On Tue, Aug 26, 2025 at 7:31 AM Renee Drobek <
>>>>>>>>>>>> renee.drobek@thekey.com> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>>> It looks like for Résidence Manoir Outremont - Cogir the
>>>>>>>>>>>>> ownership changed on 8/5/2025 from Joseph to Isabelle and then the
>>>>>>>>>>>>> opportunity was created on 8/26/2025. So this is in alignment with our
>>>>>>>>>>>>> current functionality. This is the logic that we currently have as listed
>>>>>>>>>>>>> in the HCL Playbook
>>>>>>>>>>>>> <https://docs.google.com/document/d/1IcuXLEG3KPEvNKDi-BXVeLA8USGDK2RPY1AcpX7TT7Q/edit?tab=t.0>
>>>>>>>>>>>>> .
>>>>>>>>>>>>> [image: image.png]
>>>>>>>>>>>>>
>>>>>>>>>>>>> On Tue, Aug 26, 2025 at 9:39 AM Robert Valliant <
>>>>>>>>>>>>> bob.valliant@thekey.com> wrote:
>>>>>>>>>>>>>
>>>>>>>>>>>>>> Adding John.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> D & A Team:  Please advise on your findings.  Thanks,  Bob
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> On Mon, Aug 25, 2025 at 5:03 PM Ashley Mirone <
>>>>>>>>>>>>>> amirone@thekey.com> wrote:
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Also looping in +Renee Drobek <renee.drobek@thekey.com> and +Donny
>>>>>>>>>>>>>>> Deshotels <donny.deshotels@thekey.com> here for visibility
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> We need to make sure that when we are assigning referral
>>>>>>>>>>>>>>> accounts to new hires the existing leads/oppts/clients do not also get
>>>>>>>>>>>>>>> assigned to the new hire.
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> The GM Joey is reaching out to flag that he believes this
>>>>>>>>>>>>>>> has happened and we need a way to confirm and if correct remediate this
>>>>>>>>>>>>>>> issue.
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>>>> Ashley Mirone
>>>>>>>>>>>>>>> SVP of Business Development
>>>>>>>>>>>>>>> *Please note my email has changed:*
>>>>>>>>>>>>>>> amirone@TheKey.com <Ashley.Mirone@TheKey.com>
>>>>>>>>>>>>>>> Direct: (310) 755-9669
>>>>>>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> On Mon, Aug 25, 2025 at 2:00 PM Jackie Summers <
>>>>>>>>>>>>>>> jsummers@thekey.com> wrote:
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> This is very helpful, thank you! Seeing as the majority of
>>>>>>>>>>>>>>>> the July amount has been sent off for payment and this is for one
>>>>>>>>>>>>>>>> individual client. @Ashley Mirone <amirone@thekey.com> and
>>>>>>>>>>>>>>>> I are suggesting we wait for @Julia Jenkins
>>>>>>>>>>>>>>>> <jujenkins@thekey.com> to review this tomorrow when she is
>>>>>>>>>>>>>>>> back in the office.
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> Jackie Summers
>>>>>>>>>>>>>>>> Director of Sales Operations
>>>>>>>>>>>>>>>> 951-675-0413
>>>>>>>>>>>>>>>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>>>>>>>>>>>>>>>> <https://homecareassistance.com/>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> On Mon, Aug 25, 2025 at 1:48 PM Christopher Rafferty <
>>>>>>>>>>>>>>>> christopher.rafferty@thekey.com> wrote:
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> Of course, and thank you for adding context! Also, I would
>>>>>>>>>>>>>>>>> like to assure you that your whole July GM HCL Plan SPIF was not all
>>>>>>>>>>>>>>>>> entirely delayed, just whatever the payment would be for this 1 client is
>>>>>>>>>>>>>>>>> delayed! The remainder of your July SPIFF was sent off to CAN Payroll on
>>>>>>>>>>>>>>>>> Friday where they will pay as normally scheduled for your province!
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> The plan now would be to get this client showing up in
>>>>>>>>>>>>>>>>> your proof, then send that amount over to CAN Payroll where they would get
>>>>>>>>>>>>>>>>> that chunk paid out to you!
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> Thanks all
>>>>>>>>>>>>>>>>> Chris
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> On Mon, Aug 25, 2025 at 4:19 PM Joey Taylor <
>>>>>>>>>>>>>>>>> joey.taylor@thekey.com> wrote:
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> Thanks Chris!!
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> @Jackie Summers <jsummers@thekey.com> To provide some
>>>>>>>>>>>>>>>>>> context, client Paulette Marcotte Lafleur was a referral from the account
>>>>>>>>>>>>>>>>>> "Résidence Manoir 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 PM Christopher Rafferty <
>>>>>>>>>>>>>>>>>> christopher.rafferty@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>> Hi all,
>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>> Adding @Jackie Summers <jsummers@thekey.com> 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 AM Christopher Rafferty <
>>>>>>>>>>>>>>>>>>> christopher.rafferty@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> Hi Joey,
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> No update so far, as I haven’t heard back from Julia. I
>>>>>>>>>>>>>>>>>>>> will follow up with her again and let you know if there’s any insight
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> Thanks
>>>>>>>>>>>>>>>>>>>> Chris
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>> On Fri, Aug 22, 2025 at 11:40 AM Joey Taylor <
>>>>>>>>>>>>>>>>>>>> joey.taylor@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>> Good Morning,
>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>> Any update here?
>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>> Thanks
>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>> On Wed, Aug 20, 2025 at 11:58 AM Joey Taylor <
>>>>>>>>>>>>>>>>>>>>> joey.taylor@thekey.com> 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 AM 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 AM Joey Taylor <
>>>>>>>>>>>>>>>>>>>>>>> joey.taylor@thekey.com> 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 credit of this account to my new HCL, any cases started before her
>>>>>>>>>>>>>>>>>>>>>>>> arrival will remain in my name.
>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000PeGAwYAN/view
>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>> Thank you,
>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>> On Wed, Aug 20, 2025 at 10:34 AM Christopher
>>>>>>>>>>>>>>>>>>>>>>>> Rafferty <christopher.rafferty@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>> Please see attached for updated proof!
>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>> On Tue, Aug 19, 2025 at 5:06 PM Joey Taylor <
>>>>>>>>>>>>>>>>>>>>>>>>> joey.taylor@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>> Hey Chris,
>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>> My SPIFF for July (GM) was missing some data and
>>>>>>>>>>>>>>>>>>>>>>>>>> SF had it corrrected. Can you sent me my updated spiff to review please!
>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>> Thanks
>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>> Joey Taylor
>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>> *Directeur Général/**General Manager*
>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>> 514-907-5065
>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>> On Tue, Aug 19, 2025 at 4:56 PM Christopher
>>>>>>>>>>>>>>>>>>>>>>>>>> Rafferty <christopher.rafferty@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>> Hi Tim, is this in regard to the Q2 Conversion
>>>>>>>>>>>>>>>>>>>>>>>>>>> SPIFs? If so, which batch - the April SOCs or the May SOCs? These were
>>>>>>>>>>>>>>>>>>>>>>>>>>> emailed to CAN Payroll on July 11th and 18th respectively
>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>> On Tue, Aug 19, 2025 at 4:23 PM Timothy Thomas <
>>>>>>>>>>>>>>>>>>>>>>>>>>> tt@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>> Chris, Bob…any news here.
>>>>>>>>>>>>>>>>>>>>>>>>>>>> On Mon, Aug 18, 2025 at 7:00 PM Timothy Thomas <
>>>>>>>>>>>>>>>>>>>>>>>>>>>> tt@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Hey Chris,
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Were the July SPIFFs communicated to Canada
>>>>>>>>>>>>>>>>>>>>>>>>>>>>> payroll?
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Seems they’re missing from this payroll run.
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Thanks.
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>> On Mon, Aug 18, 2025 at 3:58 PM Joey Taylor <
>>>>>>>>>>>>>>>>>>>>>>>>>>>>> joey.taylor@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Thanks Irin
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 3. @Timothy Thomas <tt@thekey.com> Why are
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> July SPIFFs not on this, we received proofs almost 2 weeks ago?
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 4. @Timothy Thomas <tt@thekey.com> I
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> referred client Jamie Blatt in July. Client has now stopped services. When
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> does the employee referral get paid out?
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> On Mon, Aug 18, 2025 at 3:27 PM Irin Eva <
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> irin.eva@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Hi Joey,
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Please see the Montreal Corp Payroll for
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> review:
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Names: Gross Pay: Reg Hours: Sick Pay Referral
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Bonus Spot Bonus $: Vac Pay$:TT On Call $: Others/Retro
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> $:
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Maria Licoudis Salary Override 64.00 799.50
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 48.75
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> JOSEPH TAYLOR Salary 80.00 150.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Melissa Caltagirone Salary 80.00 29.42
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Nikita Moreau Salary 80.00 42.31
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Melissa Rus Salary Override 40.00 980.77
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 19.23
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Dominique Jacobs Salary 80.00 57.05
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> MINA LEVY Salary Override 72.00 201.92
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 1,400.00 48.08
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Carolyn Daoust Salary 80.00 287.00 74.58
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Kim McConnell Salary 80.00 59.62
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Darion Jacobs Salary 0.00 750.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Isabelle Grondin Salary 80.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *Note:* Yes, all employee's salary has been
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> updated and We have added retro for one week ( July 28 - Aug 03, 2025)
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Please see below Employee's current salary:
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Name Salary
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Maria Licoudis $103,935.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> JOSEPH TAYLOR $134,800.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Melissa Caltagirone $52,530.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Nikita Moreau $57,200.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Melissa Rus $51,000.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Dominique Jacobs $77,126.40
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> MINA LEVY 52,500.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Carolyn Daoust $55,583.41
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Kim McConnell $80,600.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Darion Jacobs 100 per On Call
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Isabelle Grondin $100,000.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *Other Notes: *
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 3. Will the July SPIFF Bonuses for GMs be on
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> this pay?
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> = No
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 4. Will the employee referral bonus (client
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Jamie Blatt) be included on this pay?
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> = No
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Irin
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> On Mon, Aug 18, 2025 at 1:18 PM Joey Taylor <
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> joey.taylor@thekey.com> wrote:
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Good Morning Irin,
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Here is the on-call pay as well as any
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> vacation and personal/sick days used from August 4th to August 17th, 2025.
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> As always, can you please send me the proof of the Montreal
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> payroll for confirmation!!
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *On-Call Pay:*
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Mina: $1400
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Darion: $750
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Joey: $150
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *Total = *$2,300
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *Vacation Days:*
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Mel R: 5 Days
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Mina - 1 Day
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *2025 Personal/Sick Days:*
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Maria - 2 Days
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *Other Notes:1.* Please add a bonus of
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> $287 for Carolyn Daoust for starting the case Michele Parent
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *2.* Please note the following salary
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> increases (yearly) that should take effect as of August 4th, 2025 for my
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> team:
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> A. Melissa Caltagironi: $ 52,530.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> B. Carolyn Daoust: $ 55,583.41
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> C. Dominique Jacobs: $ 77,126.40
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> D. Maria Licoudis: $ 103,935.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> E. Kim McConnell: $ 80,600.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> F. Nikita Moreau: $ 57,200.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> G. Mina Levy: $ 52,500.00
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *H. Melissa R: Can you please confirm her
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> new salary I. Desiree A: Can you please confirm her new salary *
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *3.* Will the July SPIFF Bonuses for GMs
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> be on this pay?
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *4. *Will the employee referral bonus
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> (client Jamie Blatt) be included on this pay?
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Thank you,
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Joey Taylor
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *Directeur Général/**General Manager*
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 514-907-5065
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> --
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *For All Kind of Payroll Inquiries Please
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Copy Canada Payroll Email - canadapayroll@thekey.com
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> <canadapayroll@thekey.com>*
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Irin Nahar Eva, PCP, PLP (CPM)
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Payroll Manager - Canada
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *647-932-6409 *
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> irin.eva@thekey.com
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> [image: See the source image]
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> --
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Joey Taylor
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> *Directeur Général/**General Manager*
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 514-907-5065
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>> --
>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>> Joey Taylor
>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>> *Directeur Général/**General Manager*
>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>> 514-907-5065
>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>> --
>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>> Joey Taylor
>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>> *Directeur Général/**General Manager*
>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>> 514-907-5065
>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>> --
>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>> Joey Taylor
>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>> *Directeur Général/**General Manager*
>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>> 514-907-5065
>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> --
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> Joey Taylor
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> *Directeur Général/**General Manager*
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> 514-907-5065
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> --
>>>>>>>>>>>
>>>>>>>>>>> Joey Taylor
>>>>>>>>>>>
>>>>>>>>>>> *Directeur Général/**General Manager*
>>>>>>>>>>>
>>>>>>>>>>> 514-907-5065
>>>>>>>>>>>
>>>>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>>>>
>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>>
>>>>>>>>> Joey Taylor
>>>>>>>>>
>>>>>>>>> *Directeur Général/**General Manager*
>>>>>>>>>
>>>>>>>>> 514-907-5065
>>>>>>>>>
>>>>>>>>> TheKey.ca   <https://thekey.ca/>
>>>>>>>>>
>>>>>>>>> [image: TheKey]
>>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>> Julia Jenkins
>>>>>>>> Director, Revenue Operations
>>>>>>>> *Please note my email address has changed:*
>>>>>>>> jujenkins@thekey.com
>>>>>>>> Mobile: (805) 717-7606
>>>>>>>> TheKey.com <https://thekey.com/>
>>>>>>>> <https://thekey.com>
>>>>>>>>
>>>>>>>
>>>
>>> --
>>> Julia Jenkins
>>> Director, Revenue Operations
>>> *Please note my email address has changed:*
>>> jujenkins@thekey.com
>>> Mobile: (805) 717-7606
>>> TheKey.com <https://thekey.com/>
>>> <https://thekey.com>
>>>
>>
>>
>> --
>>
>> Joey Taylor
>>
>> *Directeur Général/**General Manager*
>>
>> 514-907-5065
>>
>> TheKey.ca   <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>

-- 

Joey Taylor

*Directeur Général/**General Manager*

514-907-5065

TheKey.ca   <https://thekey.ca/>

[image: TheKey]

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