Good morning! I'm wondering if there is a more effective way to do this.
From what I understand, this sensitive information is being housed in a
spreadsheet, which I assume is going to Ceridian for payroll purposes. I'm
going to set up a time to walk through what is needed here so that we can
determine a better way to capture the information. My first thought is that
we can capture it in iCIMS and then run a report that could be sent to
Ceridian.
On Wed, Nov 13, 2024 at 7:57 AM Timothy Thomas <tt@thekey.com> wrote:
> Thanks, I'll take care of it.
>
> On Tue, Nov 12, 2024 at 6:00 PM Brad Dean <bdean@thekey.com> wrote:
>
>> They are collating the below information;
>>
>> *On the Pay role spreadsheet *
>>
>> - Name
>> - Address
>> - SIN ( I need the original document as we need to enter the
>> expiration date)
>> - Phone number
>> - Email
>> - Birth date
>> - Hiring status
>> - Hiring date
>> - Occupation
>> - Pay rate
>> - Gender
>> - Tax deduction (Need to get this on iCIMS)
>> - Banking information (I need to get a void cheque)
>>
>>
>> On Tue, Nov 12, 2024 at 1:09 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Hi Brad,
>>>
>>> Could you please confirm the exact list of tasks they're being asked to
>>> do so I'm clear and can get the GMs on board? Is it just the SIN info?
>>>
>>> On Tue, Nov 12, 2024 at 3:33 PM Brad Dean <bdean@thekey.com> wrote:
>>>
>>>> Noting that Vero is also still being asked to do this.
>>>>
>>>> On Tue, Nov 12, 2024 at 12:30 PM Brad Dean <bdean@thekey.com> wrote:
>>>>
>>>>> Hey Tim,
>>>>>
>>>>> Just had a note from Melissa that she is helping out with a payroll
>>>>> information project for Joey, along with the care ambassador. Updating SINs
>>>>> and expiry dates.
>>>>>
>>>>> Wanted to confirm Joey is aware that Melissa shouldn't be doing this
>>>>> and should be solely focused on hiring?
>>>>>
>>>>> On Tue, Oct 22, 2024 at 6:36 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>>> Should be good by the end of the day.
>>>>>>
>>>>>> On Mon, Oct 21, 2024 at 5:23 PM Brad Dean <bdean@thekey.com> wrote:
>>>>>>
>>>>>>> Ok great - let me know when you have circled around with the team
>>>>>>> again and we can get something in the books!
>>>>>>>
>>>>>>>
>>>>>>> On Mon, Oct 21, 2024 at 2:19 PM Timothy Thomas <tt@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Works for me.
>>>>>>>>
>>>>>>>> On Mon, Oct 21, 2024 at 5:13 PM Brad Dean <bdean@thekey.com> wrote:
>>>>>>>>
>>>>>>>>> Ok good to know!
>>>>>>>>>
>>>>>>>>> Yes, I think that makes sense. To be honest, I think any of them
>>>>>>>>> could do it, but Elizabeth may be the best bet.
>>>>>>>>>
>>>>>>>>> On Mon, Oct 21, 2024 at 2:11 PM Timothy Thomas <tt@thekey.com>
>>>>>>>>> wrote:
>>>>>>>>>
>>>>>>>>>> Hi Brad,
>>>>>>>>>>
>>>>>>>>>> Yes a preliminary talk was had but it fell off my radar.
>>>>>>>>>>
>>>>>>>>>> I think the ECM would require an orientation / training on this
>>>>>>>>>> new process. Who would be best suited to run this?
>>>>>>>>>>
>>>>>>>>>> On Mon, Oct 21, 2024 at 4:08 PM Brad Dean <bdean@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>>> Hey Tim,
>>>>>>>>>>>
>>>>>>>>>>> I hope you are well!
>>>>>>>>>>>
>>>>>>>>>>> Quick one, wanted to check this information was relayed to the
>>>>>>>>>>> GM's - I understand that Vero and Melissa are still going through the
>>>>>>>>>>> payroll information for Calgary, Winnipeg & Montreal.
>>>>>>>>>>>
>>>>>>>>>>> Let me know if we can get this off their plates.
>>>>>>>>>>>
>>>>>>>>>>> Thanks
>>>>>>>>>>>
>>>>>>>>>>> On Mon, Oct 21, 2024 at 12:25 PM Analissa Sanchez <
>>>>>>>>>>> analissa.sanchez@thekey.com> wrote:
>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> *From:* Timothy Thomas <tt@thekey.com>
>>>>>>>>>>>> *Sent:* Wednesday, September 25, 2024 12:04 PM
>>>>>>>>>>>> *To:* analissa.sanchez@thekey.com
>>>>>>>>>>>> *Subject:* Re: FW: New caregiver onboarding steps
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Sure thing. I have a call with the GMs tomorrow so I’ll bring
>>>>>>>>>>>> it up then.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> On Wed, Sep 25, 2024 at 1:02 PM <analissa.sanchez@thekey.com>
>>>>>>>>>>>> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>> Yes, thank you so much Tim. It’s not urgent but if we could
>>>>>>>>>>>> work to transition this work over the next week or 2 that would be great!
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> *From:* Timothy Thomas <tt@thekey.com>
>>>>>>>>>>>> *Sent:* Wednesday, September 25, 2024 12:01 PM
>>>>>>>>>>>> *To:* analissa.sanchez@thekey.com
>>>>>>>>>>>> *Subject:* Re: FW: New caregiver onboarding steps
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Hi there.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> This may be a little different in each office but my preference
>>>>>>>>>>>> would be for the employee care managers to handle this task. Whatever we
>>>>>>>>>>>> can do to lessen the load on our CG managers is critical.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Do you need me to communicate this to my GMs?
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> On Wed, Sep 25, 2024 at 12:51 PM <analissa.sanchez@thekey.com>
>>>>>>>>>>>> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>> Hi! I wanted to get your thoughts on the tasks Elizabeth has
>>>>>>>>>>>> outlined below and who might be able to take ownership of them.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> *From:* Elizabeth Manjarrez <emanjarrez@thekey.com>
>>>>>>>>>>>> *Sent:* Wednesday, September 25, 2024 11:48 AM
>>>>>>>>>>>> *To:* analissa.sanchez@thekey.com
>>>>>>>>>>>> *Subject:* Re: New caregiver onboarding steps
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Hi Analissa,
>>>>>>>>>>>>
>>>>>>>>>>>> Thank you for looking into my concerns. When you mention the
>>>>>>>>>>>> operations team, could you clarify who specifically will be handling this?
>>>>>>>>>>>> The GM, CSM, and schedulers are not the right staff for this matter. The
>>>>>>>>>>>> only one left is the Caregiver Ambassador, who is already quite busy.
>>>>>>>>>>>>
>>>>>>>>>>>> I would prefer that someone else communicate this to her or to
>>>>>>>>>>>> whoever will be responsible.
>>>>>>>>>>>>
>>>>>>>>>>>> Thanks again for your support, and I look forward to your
>>>>>>>>>>>> response.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>
>>>>>>>>>>>> Elizabeth Manjarrez
>>>>>>>>>>>>
>>>>>>>>>>>> Recruiter
>>>>>>>>>>>>
>>>>>>>>>>>> The Key
>>>>>>>>>>>>
>>>>>>>>>>>> 1861 Marine Dr.
>>>>>>>>>>>> <https://www.google.com/maps/search/1861+Marine+Dr.+Vancouver,+BC+V7V+1J7?entry=gmail&source=g>
>>>>>>>>>>>>
>>>>>>>>>>>> Vancouver, BC V7V 1J7
>>>>>>>>>>>> <https://www.google.com/maps/search/1861+Marine+Dr.+Vancouver,+BC+V7V+1J7?entry=gmail&source=g>
>>>>>>>>>>>>
>>>>>>>>>>>> *T* 778 279 3634
>>>>>>>>>>>>
>>>>>>>>>>>> *F* 778 279 3635
>>>>>>>>>>>>
>>>>>>>>>>>> *E* emanjarrez@thekey.com
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> On Wed, Sep 25, 2024 at 5:55 AM <analissa.sanchez@thekey.com>
>>>>>>>>>>>> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>> Good morning Elizabeth!
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> After looking into this, the field operations teams are
>>>>>>>>>>>> responsible for the creation of the CG profile in WellSky. The HRCS is only
>>>>>>>>>>>> responsible for uploading documents that were completed during the pre-hire
>>>>>>>>>>>> onboarding process. The field ops team is also responsible for populating
>>>>>>>>>>>> the payroll spreadsheet you’ve shared. Is this something you would like me
>>>>>>>>>>>> to communicate with Tim or do you feel comfortable working with the local
>>>>>>>>>>>> team directly to transition this work?
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Analissa
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> *From:* Elizabeth Manjarrez <emanjarrez@thekey.com>
>>>>>>>>>>>> *Sent:* Tuesday, September 24, 2024 1:01 PM
>>>>>>>>>>>> *To:* Analissa Sanchez <analissa.sanchez@thekey.com>
>>>>>>>>>>>> *Subject:* New caregiver onboarding steps
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Hi Analissa,
>>>>>>>>>>>>
>>>>>>>>>>>> As mentioned in my message this morning, there are still
>>>>>>>>>>>> entries I need to complete for the onboarding process that requires access
>>>>>>>>>>>> to the documents received by compliance. This is taking some time, as I
>>>>>>>>>>>> need to get the documents from Meera, which is making the process less
>>>>>>>>>>>> smooth and efficient than I would like.
>>>>>>>>>>>>
>>>>>>>>>>>> Please see below for more details.
>>>>>>>>>>>>
>>>>>>>>>>>> Thanks for your support in this matter.
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> *On WellSky*
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> - Pay rate
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> Skills, Background and Certification
>>>>>>>>>>>>
>>>>>>>>>>>> - Tick matching criteria
>>>>>>>>>>>> - Emergency Contact
>>>>>>>>>>>> - BC registration number
>>>>>>>>>>>> - Work permit expiration date
>>>>>>>>>>>>
>>>>>>>>>>>> Edit Profile
>>>>>>>>>>>>
>>>>>>>>>>>> - Skill tags
>>>>>>>>>>>> - Availability
>>>>>>>>>>>> - SIN
>>>>>>>>>>>> - Referrer
>>>>>>>>>>>> - Picture
>>>>>>>>>>>>
>>>>>>>>>>>> *On the Pay role spreadsheet *
>>>>>>>>>>>>
>>>>>>>>>>>> - Name
>>>>>>>>>>>> - Address
>>>>>>>>>>>> - SIN ( I need the original document as we need to enter
>>>>>>>>>>>> the expiration date)
>>>>>>>>>>>> - Phone number
>>>>>>>>>>>> - Birth date
>>>>>>>>>>>> - Hiring status
>>>>>>>>>>>> - Hiring date
>>>>>>>>>>>> - Occupation
>>>>>>>>>>>> - Pay rate
>>>>>>>>>>>> - Gender
>>>>>>>>>>>> - Tax deduction (Need to get this on iCIMS)
>>>>>>>>>>>> - Banking information (I need to get a void cheque)
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>>
>>>>>>>>>>>> Elizabeth Manjarrez
>>>>>>>>>>>>
>>>>>>>>>>>> Recruiter
>>>>>>>>>>>>
>>>>>>>>>>>> The Key
>>>>>>>>>>>>
>>>>>>>>>>>> 1861 Marine Dr.
>>>>>>>>>>>> <https://www.google.com/maps/search/1861+Marine+Dr.+Vancouver,+BC+V7V+1J7?entry=gmail&source=g>
>>>>>>>>>>>>
>>>>>>>>>>>> Vancouver, BC V7V 1J7
>>>>>>>>>>>> <https://www.google.com/maps/search/1861+Marine+Dr.+Vancouver,+BC+V7V+1J7?entry=gmail&source=g>
>>>>>>>>>>>>
>>>>>>>>>>>> *T* 778 279 3634
>>>>>>>>>>>>
>>>>>>>>>>>> *F* 778 279 3635
>>>>>>>>>>>>
>>>>>>>>>>>> *E* emanjarrez@thekey.com
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> --
>>>>>>>>>>> Brad Dean
>>>>>>>>>>> Director of Talent Acquisition - Corporate & Specialty
>>>>>>>>>>>
>>>>>>>>>>> bdean@TheKey.com
>>>>>>>>>>> <https://brand.thekey.com/esg/Brad.Dean@TheKey.com>
>>>>>>>>>>> (510) 328-3296
>>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>*I am sending
>>>>>>>>>>> this communication at a time that suits my schedule. Please do not feel
>>>>>>>>>>> obligated to respond outside of your designated working hours.*
>>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>> Brad Dean
>>>>>>>>> Director of Talent Acquisition - Corporate & Specialty
>>>>>>>>>
>>>>>>>>> bdean@TheKey.com
>>>>>>>>> <https://brand.thekey.com/esg/Brad.Dean@TheKey.com>
>>>>>>>>> (510) 328-3296
>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>*I am sending
>>>>>>>>> this communication at a time that suits my schedule. Please do not feel
>>>>>>>>> obligated to respond outside of your designated working hours.*
>>>>>>>>>
>>>>>>>>
>>>>>>>
>>>>>>> --
>>>>>>> Brad Dean
>>>>>>> Director of Talent Acquisition - Corporate & Specialty
>>>>>>>
>>>>>>> bdean@TheKey.com <https://brand.thekey.com/esg/Brad.Dean@TheKey.com>
>>>>>>> (510) 328-3296
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://homecareassistance.com/>*I am sending this
>>>>>>> communication at a time that suits my schedule. Please do not feel
>>>>>>> obligated to respond outside of your designated working hours.*
>>>>>>>
>>>>>>
>>>>>
>>>>> --
>>>>> Brad Dean
>>>>> Director of Talent Acquisition - Corporate & Specialty
>>>>>
>>>>> bdean@TheKey.com <https://brand.thekey.com/esg/Brad.Dean@TheKey.com>
>>>>> (510) 328-3296
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://homecareassistance.com/>*I am sending this
>>>>> communication at a time that suits my schedule. Please do not feel
>>>>> obligated to respond outside of your designated working hours.*
>>>>>
>>>>
>>>>
>>>> --
>>>> Brad Dean
>>>> Director of Talent Acquisition - Corporate & Specialty
>>>>
>>>> bdean@TheKey.com <https://brand.thekey.com/esg/Brad.Dean@TheKey.com>
>>>> (510) 328-3296
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>*I am sending this
>>>> communication at a time that suits my schedule. Please do not feel
>>>> obligated to respond outside of your designated working hours.*
>>>>
>>>
>>
>> --
>> Brad Dean
>> Director of Talent Acquisition - Corporate & Specialty
>>
>> bdean@TheKey.com <https://brand.thekey.com/esg/Brad.Dean@TheKey.com>
>> (510) 328-3296
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>*I am sending this
>> communication at a time that suits my schedule. Please do not feel
>> obligated to respond outside of your designated working hours.*
>>
>