Re: Referral Bonus

Hi Germaine:  According to the Tableau report and my conversion to CAD $,
the amounts I indicated would be the payouts.  However, Dennis:  Could you
please verify in your data that that the hours and clients are correct.

Thanks,

Bob

On Wed, Jun 4, 2025 at 12:11 PM Germaine Daniels <
germaine.daniels@thekey.com> wrote:

> Hi Bob,
>
> I'm a bit confused. Could you please provide the total amount in CAD that
> the caregiver should have received according to the Tableau report? Once we
> have that figure, we can determine if there's still an outstanding balance
> to be paid.
>
> Thanks,
>
> *Germaine Daniels*
>
> Director Payroll | TheKey
>
> Email: germaine.daniels@thekey.com
>
> Mobile: 562.784.1800
>
> <http://www.thekey.com>
>
>
>
> On Wed, Jun 4, 2025 at 7:43 AM Robert Valliant <bob.valliant@thekey.com>
> wrote:
>
>> Hi all:  The report from D & A's Tableau report shows the following
>> earned Client Referral SPIF Payments for Jeanine.
>>
>> Thanks,
>>
>> Bob
>>
>> Site Client Name Internal Employee Referral Name Service Start Date Service
>> End Date Master Client Id Opportunity Id Shift Month in which Bonus was
>> Earned Key Client Category Billed Hours Life Time To Date Billed Hours Earned
>> Payouts - CAD, using a 1.39 X USD Conversion Factor
>> Winnipeg Danny Panisko Jeanine Pokrant 6/23/2024   001UH00000BlYPnYAN
>> 006UH00000ALPSJYA5 July 2024 Bronze Key Client 305 417
>> December 2024 Silver Key Client 793 1043
>> John Buhler VIP Jeanine Pokrant 7/23/2024 12/20/2024 001UH00000DQr9HYAT
>> 006UH00000BgoznYAB July 2024 Bronze Key Client 209 417
>> August 2024 Silver Key Client 946 1043
>> September 2024 Gold Key Client 1,667 2085
>> November 2024 Platinum Key Client 3,121 4170
>>
>> On Wed, Jun 4, 2025 at 9:36 AM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Robert can you please confirm the total payout this CG should have
>>> received for both clients to date? We'll pay out the balance as she's
>>> already received $1000 CAD.
>>>
>>> Thanks!
>>>
>>> On Tue, Jun 3, 2025 at 6:43 PM Germaine Daniels <
>>> germaine.daniels@thekey.com> wrote:
>>>
>>>> Thanks Irin! Tim and Dennis, based on Irin’s response, do we have the
>>>> green light to proceed with paying  out $1,000 or $1,500 CAD dollars to
>>>> this caregiver on the next payroll?  Please confirm the amount to pay out?
>>>>
>>>> Thanks,
>>>>
>>>> Germaine DanielsPayroll Director
>>>> germaine.daniels@thekey.com
>>>> Phone: 562-380-3662
>>>> TheKey.com
>>>>
>>>>
>>>> On Tue, Jun 3, 2025 at 4:27 PM Irin Eva <irin.eva@thekey.com> wrote:
>>>>
>>>>> Hi Germaine,
>>>>>
>>>>> Our records indicate the caregiver received a $1000 bonus last year,
>>>>> paid on September 9, 2024. However, no bonus payments are recorded for this
>>>>> caregiver this year.
>>>>>
>>>>> 8/26/24 ChandaniPatel Winnipeg Jeanine Pokrant Referral Bonus Added
>>>>> to pay CAD $1,000.00 Non-Billable Y 09/09/24 LoriH Email from Robert
>>>>> Vallliant and Germanie 8/26/24
>>>>>
>>>>> Thanks,
>>>>> Irin
>>>>>
>>>>> On Tue, Jun 3, 2025 at 7:02 PM Germaine Daniels <
>>>>> germaine.daniels@thekey.com> wrote:
>>>>>
>>>>>> Yes, I agree! Irin, can you run a report to confirm if this caregiver
>>>>>> received these payments?
>>>>>>
>>>>>> Thanks
>>>>>>
>>>>>> Germaine DanielsPayroll Director
>>>>>> germaine.daniels@thekey.com
>>>>>> Phone: 562-380-3662
>>>>>> TheKey.com
>>>>>>
>>>>>>
>>>>>> On Tue, Jun 3, 2025 at 2:48 PM Timothy Thomas <tt@thekey.com> wrote:
>>>>>>
>>>>>>> Hi Germaine,
>>>>>>>
>>>>>>> We did that but the comp team asked us to check with payroll.
>>>>>>>
>>>>>>> We’re simply trying to establish whether or not said caregiver
>>>>>>> received the incentive. It shouldn’t be this complicated.
>>>>>>>
>>>>>>> On Tue, Jun 3, 2025 at 3:56 PM Germaine Daniels <
>>>>>>> germaine.daniels@thekey.com> wrote:
>>>>>>>
>>>>>>>> Hi team,
>>>>>>>>
>>>>>>>> Going forward, could all incentives and bonuses be directed to the
>>>>>>>> compensation team first? This would allow for better visibility and
>>>>>>>> tracking before being forwarded to payroll for processing payments.
>>>>>>>>
>>>>>>>> It's important to establish a checkpoint in this process to avoid
>>>>>>>> payment requests being sent directly to payroll.
>>>>>>>>
>>>>>>>> Thanks,
>>>>>>>>
>>>>>>>> Germaine DanielsPayroll Director
>>>>>>>> germaine.daniels@thekey.com
>>>>>>>> Phone: 562-380-3662
>>>>>>>> TheKey.com
>>>>>>>>
>>>>>>>>
>>>>>>>> On Tue, Jun 3, 2025 at 12:58 PM Dennis Fancy <dfancy@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Thank you Irin,
>>>>>>>>>
>>>>>>>>> The caregiver is Jeanine Pokrant. She previously received 2 x $500
>>>>>>>>> bonuses for client referrals and is expecting a third (which I believe she
>>>>>>>>> is entitled to based on my calculations for the client in question).
>>>>>>>>>
>>>>>>>>> I will wait for guidance from the team and hopefully we can get
>>>>>>>>> her remunerated for Winnipeg client Brian Ingo.
>>>>>>>>>
>>>>>>>>> Take care,
>>>>>>>>>
>>>>>>>>> Dennis Fancy, BSP
>>>>>>>>> General Manager
>>>>>>>>> (204) 489-6000
>>>>>>>>>
>>>>>>>>> TheKey.ca <https://thekey.ca/>
>>>>>>>>>
>>>>>>>>> [image: TheKey]
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> On Tue, Jun 3, 2025 at 2:49 PM Irin Eva <irin.eva@thekey.com>
>>>>>>>>> wrote:
>>>>>>>>>
>>>>>>>>>> Hi Dennis,
>>>>>>>>>>
>>>>>>>>>> We do not typically receive specific caregiver bonus amounts.
>>>>>>>>>> Could you please provide the payout figures? Once we have them, we can
>>>>>>>>>> include them in next week's payroll. If sooner payment is needed, we can
>>>>>>>>>> arrange a wire transfer.
>>>>>>>>>>
>>>>>>>>>> Please let me know your preference.
>>>>>>>>>>
>>>>>>>>>> Thanks,
>>>>>>>>>> Irin
>>>>>>>>>>
>>>>>>>>>> On Tue, Jun 3, 2025 at 3:33 PM Dennis Fancy <dfancy@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>>> Hi all,
>>>>>>>>>>>
>>>>>>>>>>> Hoping we can get this looked into ASAP. She is quite an
>>>>>>>>>>> exceptional caregiver and is threatening to quit. Although she does have a
>>>>>>>>>>> flair for the dramatic, I do not want to call her bluff and have it
>>>>>>>>>>> backfire.
>>>>>>>>>>>
>>>>>>>>>>> @Irin Eva <irin.eva@thekey.com> I am not sure if you were cc'd
>>>>>>>>>>> on this previously but we are requiring your assistance.
>>>>>>>>>>>
>>>>>>>>>>> Thank you!
>>>>>>>>>>>
>>>>>>>>>>> Dennis Fancy, BSP
>>>>>>>>>>> General Manager
>>>>>>>>>>> (204) 489-6000
>>>>>>>>>>>
>>>>>>>>>>> TheKey.ca <https://thekey.ca/>
>>>>>>>>>>>
>>>>>>>>>>> [image: TheKey]
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> On Wed, May 28, 2025 at 7:58 AM Timothy Thomas <tt@thekey.com>
>>>>>>>>>>> wrote:
>>>>>>>>>>>
>>>>>>>>>>>> Irin can you please validate any bonus payments made to this
>>>>>>>>>>>> caregiver?
>>>>>>>>>>>>
>>>>>>>>>>>> On Wed, May 28, 2025 at 8:44 AM Robert Valliant <
>>>>>>>>>>>> bob.valliant@thekey.com> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>>>
>>>>>>>>>>>>>> Hi All:  Please see attached Client Referral SPIF Policy.
>>>>>>>>>>>>>> For Caregivers, the local management is responsible for processing payments.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>
>>>>>>>>>>>>> We don't have visibility to any bonus payments for Canada
>>>>>>>>>>>>> employees in Workday.  Please check with Irin for past payments.  However,
>>>>>>>>>>>>> please see screenshot below of Jeanine's client referral data we have.
>>>>>>>>>>>>>
>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>>
>>>>>>>>>>>>> [image: image.png]
>>>>>>>>>>>>>
>>>>>>>>>>>>>
>>>>>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>>>>>>> From: Timothy Thomas <tt@thekey.com>
>>>>>>>>>>>>>> Date: Tue, May 27, 2025 at 11:13 AM
>>>>>>>>>>>>>> Subject: Fwd: Referral Bonus
>>>>>>>>>>>>>> To: Christopher Rafferty <christopher.rafferty@thekey.com>,
>>>>>>>>>>>>>> Audra Williams <audraw@thekey.com>, Dennis Fancy <
>>>>>>>>>>>>>> dfancy@thekey.com>
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Hi Chris,
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Could you please look into a Caregiver Referral bonus for
>>>>>>>>>>>>>> CG: Jeanine Pokrant. This should be her second such referral for the
>>>>>>>>>>>>>> client Danny Panisko in Winnipeg.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Thanks!
>>>>>>>>>>>>>> Tim
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>>>>>>> From: Dennis Fancy <dfancy@thekey.com>
>>>>>>>>>>>>>> Date: Tue, May 27, 2025 at 10:34 AM
>>>>>>>>>>>>>> Subject: Referral Bonus
>>>>>>>>>>>>>> To: Timothy Thomas <tt@thekey.com>
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Hi Tim,
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> We had a caregiver refer a client last year. This has
>>>>>>>>>>>>>> resulted in close to $40k in revenue. She works in a facility where other
>>>>>>>>>>>>>> families are potentially seeking care and this is not the first client she
>>>>>>>>>>>>>> has referred. We did previously compensate her for another Tier 1 client
>>>>>>>>>>>>>> and hoping we can do the same for this Tier 2 client.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Please let me know how we can facilitate this.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Thank you,
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Dennis Fancy, BSP
>>>>>>>>>>>>>> General Manager
>>>>>>>>>>>>>> (204) 489-6000
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> 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]
>>>>>>>>>>
>>>>>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> *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]
>>>>>
>>>>