Re: Q1-22 GM Bonus Proofs

From
Amabile Lopez <amabile.lopez@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Connor Smith <connor@thekey.com>, Chuck Leu <cleu@homecareassistance.com>
Date
Thu, 19 May 2022 13:45:55 -0700
Folder
INBOX
📎 image001.jpg; image002.png
Amazing, thanks Connor!

Tim, I'll use these numbers and update proofs shortly.


On Thu, May 19, 2022 at 1:39 PM Connor Smith <connor@thekey.com> wrote:

> Hi Mabi,
>
> See below for USD and CAD:
> Revenue USD Jan-22 Feb-22 Mar-22  Q1
> Calgary          176,173          137,032          160,765 $473,969
> Toronto          292,758          270,822          286,272 $849,852
> Winnipeg          178,357          192,745          225,124 $596,226
> Revenue CAD Jan-22 Feb-22 Mar-22  Q1
> Calgary          224,446          174,413          198,818 $597,678
> Toronto          372,977          344,700          354,034 $1,071,711
> Winnipeg          227,229          245,325          278,412 $750,965
>
> Thanks,
> Connor
>
> On Thu, May 19, 2022 at 10:55 AM <amabile.lopez@homecareassistance.com>
> wrote:
>
>> Hi Connor,
>>
>>
>>
>> Can you please provide the actuals for Toronto, Winnipeg, and Calgary?
>>
>>
>>
>> The actuals below (from Planful) do not tie out to Tim’s numbers
>> therefore the bonuses I calculated are not correct.
>>
>>
>>
>> For instance, Winnipeg actuals he sees are 750k.
>>
>>
>>
>> Don’t worry about any currency rates for this ask 😊
>>
>>
>>
>> Thank you,
>>
>>
>>
>> *Amabile Lopez*
>>
>> Senior Commission and Compensation Analyst
>>
>> *Please note my email has changed:*
>>
>> amabile.lopez@thekey.com
>> <https://brand.thekey.com/esg/amabile.lopez@thekey.com>
>>
>> 858-529-9970
>>
>> *TheKey.com <https://www.thekey.com/>*
>>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>>
>>
>>
>> *From:* Timothy Thomas <tt@thekey.com>
>> *Sent:* Wednesday, May 18, 2022 12:04 PM
>> *To:* Timothy Thomas <tt@homecareassistance.com>
>> *Cc:* Amabile Lopez <amabile.lopez@homecareassistance.com>; Chuck Leu <
>> cleu@homecareassistance.com>; Connor Smith <connor@thekey.com>
>> *Subject:* Re: Q1-22 GM Bonus Proofs
>>
>>
>>
>> Hi Amabile,
>>
>>
>>
>> Checking back in with you regarding Winnipeg.
>>
>>
>>
>> Thank you
>>
>> Tim
>>
>>
>>
>> On Wed, May 11, 2022 at 3:25 PM Timothy Thomas <tt@homecareassistance.com>
>> wrote:
>>
>> Thanks Connor.
>>
>>
>>
>> I just checked the Winnipeg P&L for Q1 and it's approximately 750k CAD
>> for Q1, above the target of $708K CAD. Therefore there must be a currency
>> issue. Could this be affecting the other sites as well?
>>
>>
>>
>> Also are these bonus payout figures in USD? If we could please double
>> check everything and let me know the correct CAD bonus amounts.
>>
>>
>>
>> Thank you
>>
>> Tim
>>
>>
>>
>> On Wed, May 11, 2022 at 3:03 PM Connor Smith <connor@thekey.com> wrote:
>>
>> Hi Amabile,
>>
>> Everything I provided you was in USD. I am showing similar revenue
>> numbers for Q1 as Tim.
>>
>>
>> Thanks,
>>
>> Connor
>>
>>
>>
>> On Tue, May 10, 2022 at 4:33 PM <amabile.lopez@homecareassistance.com>
>> wrote:
>>
>> Looping in @Connor Smith <connor@thekey.com>.
>>
>>
>>
>> Connor can you please confirm if the targets from the Sheet you provided
>> was in USD or CAD?
>>
>>
>>
>> Thank you,
>>
>>
>>
>> *Amabile Lopez*
>>
>> Senior Commission and Compensation Analyst
>>
>> *Please note my email has changed:*
>>
>> amabile.lopez@thekey.com
>> <https://brand.thekey.com/esg/amabile.lopez@thekey.com>
>>
>> 858-529-9970
>>
>> *TheKey.com <https://www.thekey.com/>*
>>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>>
>>
>>
>> *From:* Timothy Thomas <tt@homecareassistance.com>
>> *Sent:* Monday, May 9, 2022 2:14 PM
>> *To:* Amabile Lopez <amabile.lopez@homecareassistance.com>
>> *Cc:* Chuck Leu <cleu@homecareassistance.com>
>> *Subject:* Re: Q1-22 GM Bonus Proofs
>>
>>
>>
>> Amabile,
>>
>>
>>
>> Regarding Lindsey Fancy's Q1 Bonus. Clearcare revenue shows her at $754K
>> CAD vs the budget that Chuck sent me (link below) of $708K. Can you clarify
>> how she came in under budget in your numbers? Is it a currency conversion
>> issue or a P&L issue?
>>
>>
>>
>>
>> https://docs.google.com/spreadsheets/d/1D_fNYQ39TT0c1f6nmjS9lFAKzqNwmQl8/edit#gid=664897925
>>
>>
>>
>> On Mon, May 9, 2022 at 4:39 PM Timothy Thomas <tt@homecareassistance.com>
>> wrote:
>>
>> Yes, to note however...Carolina is on a yearly plan than ended April
>> 30th, therefore she is not eligible for this bonus.
>>
>>
>>
>> I will advise the other two that they can proceed with payouts.
>>
>>
>>
>> Do you have the full Canada wide Q1 roll up for me yet :) ??
>>
>>
>>
>> Best
>>
>> Tim
>>
>>
>>
>> On Mon, May 9, 2022 at 4:37 PM <amabile.lopez@homecareassistance.com>
>> wrote:
>>
>> Glad we’re on the same page 😊!
>>
>>
>>
>> Since the team is on a different payroll is it safe to assume they will
>> complete payments on their end? Just want to ensure we don’t miss anyone!
>>
>>
>>
>> *Amabile Lopez*
>>
>> Senior Commission and Compensation Analyst
>>
>> *Please note my email has changed:*
>>
>> amabile.lopez@thekey.com
>> <https://brand.thekey.com/esg/amabile.lopez@thekey.com>
>>
>> 858-529-9970
>>
>> *TheKey.com <https://www.thekey.com/>*
>>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>>
>>
>>
>> *From:* Timothy Thomas <tt@homecareassistance.com>
>> *Sent:* Monday, May 9, 2022 1:32 PM
>> *To:* Amabile Lopez <amabile.lopez@homecareassistance.com>; Chuck Leu <
>> cleu@homecareassistance.com>
>> *Subject:* Fwd: Q1-22 GM Bonus Proofs
>>
>>
>>
>> Hi Amabile,
>>
>>
>>
>> Here is the incentive plan for Taneshia, the GM of Mavencare Toronto. The
>> first bonus period is Q2.
>>
>>
>>
>> Thanks
>>
>> Tim
>>
>> ---------- Forwarded message ---------
>> From: *Audra Williams* <audraw@homecareassistance.com>
>> Date: Mon, May 9, 2022 at 3:48 PM
>> Subject: Re: Q1-22 GM Bonus Proofs
>> To: Timothy Thomas <tt@homecareassistance.com>
>>
>>
>>
>> I did!  I have attached it here.
>>
>>
>>
>>
>> https://docs.google.com/spreadsheets/d/11OZ1hdKG5ZkmH72eCNWHohBaT2HAzSOImDT6lb6iM2k/edit?usp=sharing
>>
>>
>>
>> Best,
>>
>>
>>
>> On Mon, May 9, 2022 at 5:52 AM Timothy Thomas <tt@homecareassistance.com>
>> wrote:
>>
>> Hey there,
>>
>>
>>
>> Please remind me, did you set up an incentive plan for Taneshia?
>>
>>
>>
>> Thanks!
>>
>> ---------- Forwarded message ---------
>> From: <amabile.lopez@homecareassistance.com>
>> Date: Fri, May 6, 2022 at 6:17 PM
>> Subject: Q1-22 GM Bonus Proofs
>> To: Timothy Thomas <tt@homecareassistance.com>
>>
>>
>>
>> Hi Timothy,
>>
>>
>>
>> Please see your Q1-22 teams’ pending proofs. I’m looking to pay on the
>> next available pay date.
>>
>>
>>
>> Let me know if you approve or have any questions.
>>
>>
>>
>> I see Taneshia started on 3/14, she would per policy be eligible for a
>> prorated bonus. However, I’m not sure if she had a target.
>>
>>
>>
>> *EEID*
>>
>> *Name*
>>
>> *Title*
>>
>> *Full Year Target Bonus*
>>
>> *Division*
>>
>> *Revenue Target*
>>
>> *Revenue Actual*
>>
>> *Target Bonus*
>>
>> *Bonus Actual *
>>
>> 101243
>>
>> *Cartwright, Cheryl
>> <#m_3037528703774306785_m_4316874689537547511_m_7322626889453713109_m_-20414682320235>*
>>
>> General Manager
>>
>>        28,000.00
>>
>> Toronto
>>
>>              858,100
>>
>>              858,099
>>
>>  $          3,500
>>
>>  $          3,500
>>
>> 101275
>>
>> *Fancy, Lindsey
>> <#m_3037528703774306785_m_4316874689537547511_m_7322626889453713109_m_-20414682320235>*
>>
>> General Manager
>>
>>        20,000.00
>>
>> Winnipeg
>>
>>              566,838
>>
>>              541,491
>>
>>  $          2,500
>>
>>  $          1,904
>>
>> 101247
>>
>> *Orosa, Carolina
>> <#m_3037528703774306785_m_4316874689537547511_m_7322626889453713109_m_-20414682320235>*
>>
>> General Manager
>>
>>        40,000.00
>>
>> Vancouver
>>
>>          1,255,036
>>
>>          1,343,652
>>
>>  $          5,000
>>
>>  $          7,943
>>
>>
>>
>> Thank you,
>>
>>
>>
>> *Amabile Lopez*
>>
>> Senior Commission and Compensation Analyst
>>
>> *Please note my email has changed:*
>>
>> amabile.lopez@thekey.com
>> <https://brand.thekey.com/esg/amabile.lopez@thekey.com>
>>
>> 858-529-9970
>>
>> *TheKey.com <https://www.thekey.com/>*
>>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>>
>>
>>
>>
>>
>>
>> --
>>
>>
>>
>> *Timothy Thomas*
>> *Head of Canada Division*
>> Home Care Assistance
>> Office: 514-907-5065
>> Fax: 514-221-4265
>>
>> 4464 Ste Catherine West
>> Westmount, QC, H3Z1R7
>> HomeCareAssistanceMontreal.ca
>>
>> ---
>>
>> Read Our Testimonials
>> <https://www.homecareassistancemontreal.ca/reviews.html>
>>
>> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>>
>> *Champions of Longevity*
>>
>>
>>
>>
>> --
>>
>> *Audra Williams*
>>
>> Director of Business Support
>>
>> *Please note my email has changed:*
>>
>> audraw@TheKey.com
>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>>
>> (425) 757-7027
>>
>> *TheKey.com <https://www.thekey.com/>*
>>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>>
>>
>> --
>>
>>
>>
>> *Timothy Thomas*
>> *Head of Canada Division*
>> Home Care Assistance
>> Office: 514-907-5065
>> Fax: 514-221-4265
>>
>> 4464 Ste Catherine West
>> Westmount, QC, H3Z1R7
>> HomeCareAssistanceMontreal.ca
>>
>> ---
>>
>> Read Our Testimonials
>> <https://www.homecareassistancemontreal.ca/reviews.html>
>>
>> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>>
>> *Champions of Longevity*
>>
>>
>>
>>
>>
>>
>> --
>>
>>
>>
>> *Timothy Thomas*
>> *Head of Canada Division*
>> Home Care Assistance
>> Office: 514-907-5065
>> Fax: 514-221-4265
>>
>> 4464 Ste Catherine West
>> Westmount, QC, H3Z1R7
>> HomeCareAssistanceMontreal.ca
>>
>> ---
>>
>> Read Our Testimonials
>> <https://www.homecareassistancemontreal.ca/reviews.html>
>>
>> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>>
>> *Champions of Longevity*
>>
>>
>>
>>
>> --
>>
>>
>>
>> *Timothy Thomas*
>> *Head of Canada Division*
>> Home Care Assistance
>> Office: 514-907-5065
>> Fax: 514-221-4265
>>
>> 4464 Ste Catherine West
>> Westmount, QC, H3Z1R7
>> HomeCareAssistanceMontreal.ca
>>
>> ---
>>
>> Read Our Testimonials
>> <https://www.homecareassistancemontreal.ca/reviews.html>
>>
>> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>>
>> *Champions of Longevity*
>>
>>
>>
>>
>>
>>
>> --
>>
>>
>>
>> *Timothy Thomas*
>> *Head of Canada Division*
>> Home Care Assistance
>> Office: 514-907-5065
>> Fax: 514-221-4265
>>
>> 4464 Ste Catherine West
>> Westmount, QC, H3Z1R7
>> HomeCareAssistanceMontreal.ca
>>
>> ---
>>
>> Read Our Testimonials
>> <https://www.homecareassistancemontreal.ca/reviews.html>
>>
>> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>>
>> *Champions of Longevity*
>>
>> --
>>
>> *Tim Thomas*
>>
>> Head of Canada Division
>>
>> *Please note my email has changed:*
>>
>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>
>> (514) 591-9387
>>
>> *TheKey.com <https://www.thekey.com/>*
>>
>> [image: TheKey] <https://www.thekey.com/>
>>
>>
>>
>

-- 
Amabile Lopez
Senior Commission and Compensation Analyst
* Please note my email has changed: *
amabile.lopez@thekey.com
<https://brand.thekey.com/esg/amabile.lopez@thekey.com>
858-529-9970
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>

Thread (2)