Re: Montreal Client: Gilles Gregoire

From
Joey Taylor <joey.taylor@thekey.com>
To
Angie Markwell <angie.markwell@thekey.com>, Timothy Thomas <tt@thekey.com>
CC
Sarah Temple <sarah.temple@thekey.com>, Audra Williams <audraw@thekey.com>
Date
2023-06-16 10:20:53
Folder
INBOX
--0000000000003e562905fe3fe549 Content-Type: multipart/alternative; boundary="0000000000003e562705fe3fe547" --0000000000003e562705fe3fe547 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning, I wanted to advise that client Gilles Gregoire was labeled a bee. As we had previously discussed, we would adjust this client to a cheetah for bonus purposes due to the revenue brought in. Thank you, On Fri, May 19, 2023 at 5:56=E2=80=AFPM Angie Markwell wrote: > Approved > > On Fri, May 19, 2023 at 11:54=E2=80=AFAM Sarah Temple > wrote: > >> Hi Team, >> >> Apologies for the delay on this one! >> I see that Gilles is listed as a closed/won on this April proof, so it >> looks like the start outcome bonus would be assessed on next month's pro= of. >> >> If we would like to preemptively approve her receiving the $20 for the >> "Cheetah start" for Gilles, with leadership approval, we certainly can >> since this seems to be a unique case. >> >> Once Angie approves I will make a note on my end, but @Joey Taylor >> I do ask that you send me a friendly reminder >> regarding this for the May proofs if it is not showing as a cheetah. Fro= m >> there I can make a manual adjustment of the amount (pending leadership >> approval from Angie on this email). >> >> Let me know if you have any other questions! >> >> Best, >> Sarah >> >> On Thu, May 18, 2023 at 8:06=E2=80=AFPM Angie Markwell >> wrote: >> >>> Sarah any thoughts? >>> >>> On Thu, May 18, 2023 at 12:26=E2=80=AFPM Joey Taylor >>> wrote: >>> >>>> Hey Audra, >>>> >>>> I tried to figure out a way but the caregiver was working with another >>>> client so to avoid OT as well as for insurance purposes (if she got in= jured >>>> outside of those 30 minutes to avoid the company being liable). I figu= red >>>> it would be best to leave the shifts as 30 minutes and hope we would b= e >>>> able to make a manual correction. >>>> >>>> Hopefully, we can find a way to override the system on this >>>> >>>> On Thu, May 18, 2023 at 12:21=E2=80=AFPM Audra Williams >>>> wrote: >>>> >>>>> I am in agreement, but unsure how we would manually change that. >>>>> Could we not have manipulated the schedule so that it classified as a >>>>> cheetah, but still complied with the insurance need? >>>>> >>>>> Best, >>>>> >>>>> On Thu, May 18, 2023 at 9:16=E2=80=AFAM Joey Taylor >>>>> wrote: >>>>> >>>>>> Good Afternoon, >>>>>> >>>>>> I received this message from one of our Canadian Care Solutions >>>>>> Managers. I am not sure who can make the final call on this but I ag= ree >>>>>> with her explanation and reasoning behind it. Please let me know if = I need >>>>>> to reach out to anyone else for approval. >>>>>> >>>>>> Thanks, >>>>>> >>>>>> ---------- Forwarded message --------- >>>>>> From: Desiree A. >>>>>> Date: Thu, May 18, 2023 at 12:13=E2=80=AFPM >>>>>> Subject: Montreal Client: Gilles Gregoire >>>>>> To: Joey Taylor >>>>>> >>>>>> >>>>>> Good Afternoon Joey, >>>>>> >>>>>> I would like to have the 

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