Re: Follow up on CG referral

From
Germaine Daniels <germaine.daniels@thekey.com>
To
Robert Valliant <bob.valliant@thekey.com>
CC
Chad Everitt <chad.everitt@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Audra Williams <audraw@thekey.com>, Girlie Gorospe-Nitafan <gnitafan@thekey.com>, Beth Haight <elizabeth.haight@thekey.com>, Timothy Thomas <tt@thekey.com>, Dennis Fancy <dfancy@thekey.com>, Emily Russell <emily.russell@thekey.com>
Date
Fri, 9 Aug 2024 13:34:40 -0700
Folder
INBOX
--000000000000be1cea061f46141f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I would encourage all payment requests either Non-Caregiver or Caregiver to be sent to the Compensation team for handling in Workday to ensure they are coded correctly (referral bonus vs performance bonus) and to oversee the appropriate approval. These payments should not be entered in ClearCare and payment requests should not be sent directly to Payroll from the field. Regards, Germaine Daniels *Payroll Director *germaine.daniels@thekey.com Phone: 562-784-1800 TheKey.com [image: TheKey] On Fri, Aug 9, 2024 at 1:20=E2=80=AFPM Robert Valliant wrote: > 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 t= o > send any applicable payments to Payroll for payment, but the Comp team ha= s > 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 these 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 = the >>> 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 >>> following cash bonuses based on the hours of service the Client receive= s! >>> >>> >>> $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 

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