Caribou Canadian Expansion UAT Update - 03/12/2026

Good morning, everyone - Please see the latest updates for the Caribou
Canadian expansion UAT with next steps. Feel free to reach out if you have
any questions!

*UAT Progress from 3/12/2026:*

   - B: Use Case Scenarios:
      - Cara and Alber are changing the recipe/view to update the payroll
      period (from weekly to bi-weekly).
      - @Roxana Cruz <rcruz@thekey.com> keyed more shifts for the week of
      3/6-3/15 to give the team 3 weeks of data. They were completed and
      finalized on 3/13/2026.

*On Deck for 3/18/2026 & 3/19/2026: *

   - B: Use Case Scenarios:
   - *Tuesday, 3/17:*
         - @Alber Diaz <adiaz@thekey.com> and @Cara Tan <wtan@thekey.com>  will
         validate that the shifts populate on the carelogs file.
         - @Tim Ahong <tim@caribou.care> will validate shifts flowed
         through to Caribou, add reward points and release to redeem the
         points.
      - Wednesday*, 3/18 (**separate session added to the calendar outside
      of the status call*):
      - @Alber Diaz <adiaz@thekey.com> and @Cara Tan <wtan@thekey.com> confirm
         the payroll file contains all shifts for the 2 week period for both
         agencies (3 locations) along with the redemption points.
         - @Irin Eva <irin.eva@thekey.com> Validate from a payroll
         perspective that everything meets the requirements.

Best

*Alyson Rohane*

Continuous Improvement Analyst 3 | TheKey
*From:* Alyson Rohane <alyson.rohane@thekey.com>
*Sent:* Wednesday, March 11, 2026 2:29 PM
*To:* Alber Diaz <adiaz@thekey.com>; Amanda Soukvilay <amanda@caribou.care>;
Blake Mahedy <blake.mahedy@thekey.com>; Germaine Daniels <
germaine.daniels@thekey.com>; Irin Eva <irin.eva@thekey.com>; Jackie Bock <
jacqueline.bock@thekey.com>; Jeff Morris <jeff.morris@thekey.com>; Monica
Johnston <johnstonm@thekey.com>; Joyce Gonzalez <joyce.gonzalez@thekey.com>;
Katherine Midura <kguildner@thekey.com>; Mike Conner <mike.conner@thekey.com>;
Roxana Cruz <rcruz@thekey.com>; Tim Ahong <tim@caribou.care>; Tyler Ng <
tyler.ng@thekey.com>; Umesh Shah <ushah@thekey.com>; Cara Tan <
wtan@thekey.com>; Ofelia Lopez Sanchez <Ofelia.sanchez@thekey.com>
*Cc:* Timothy Thomas <tt@thekey.com>; Cheryl Logan <cheryl.logan@thekey.com>
*Subject:* Caribou Canadian Expansion UAT Update - 03/11/2026

Hi, all - Apologies for not sending an update yesterday. Please see the
latest updates below covering Tuesday's and Wednesday’s progress along with
what’s planned for the remainder of the week.

*Testing Script*:
https://docs.google.com/spreadsheets/d/1NLERV7TcGa7q4302XVU58D7yZJSjHKSkoe171XZcFKw/edit?gid7570453#gid7570453

*UAT Progress from 3/10/2026 & 3/11/2026:*

   - A: Caregiver Outbound File - *PASSED*
   - *Scenario #2* - Rehiring in iCims - *Passed*
      - *Scenario #4* - Reactivating in Wellsky - Not Applicable since #2
      worked and it uses the same logic.
   - B: Use Case Scenarios
      - *ON HOLD* - Pending changes to the recipes/views from Cara and
      Alber.
      - Scenario #1 - Adding One-Off Schedule
         - Scenario #1.1 - Adding One-Off Schedule
         - Scenario #2 - Adding Recurring Schedule
         - Scenario #13 - Expenses/Mileage
         - Scenario #14 - Expenses/Mileage (Holiday)
         - Scenario #15 - Not Payable
         - Scenario #16 - Credit (Refund)
         - Scenario #17 - Rewards Redemption
      - Scenarios (#3–#12) have been updated to "Not Applicable" because
      they were included in Scenarios #1, #1.1, & #2.
         - Live-In (A & B)
         - Live-In (A & B) Holiday
         Hourly
         Hourly Holiday
         Overnight (A & B)
         Overnight (A & B) Holiday
         Overtime
         Overtime Holiday
         Per Visit
         Per Visit Holiday

*On Deck for 3/12/2026 & 3/13/2026:*

   - B: Use Case Scenarios
   - Pull the payroll files to validate that the changes made are
      accurately reflected.
      - Payroll will reconcile the files to ensure they meet the
      requirements.

Best

*Alyson Rohane*

Continuous Improvement Analyst 3 | TheKey
*From:* Alyson Rohane <alyson.rohane@thekey.com>
*Sent:* Monday, March 9, 2026 12:42 PM
*To:* Alber Diaz <adiaz@thekey.com>; Amanda Soukvilay <amanda@caribou.care>;
Blake Mahedy <blake.mahedy@thekey.com>; Germaine Daniels <
germaine.daniels@thekey.com>; Irin Eva <irin.eva@thekey.com>; Jackie Bock <
jacqueline.bock@thekey.com>; Jeff Morris <jeff.morris@thekey.com>; Monica
Johnston <johnstonm@thekey.com>; Joyce Gonzalez <joyce.gonzalez@thekey.com>;
Katherine Midura <kguildner@thekey.com>; Mike Conner <mike.conner@thekey.com>;
Roxana Cruz <rcruz@thekey.com>; Tim Ahong <tim@caribou.care>; Tyler Ng <
tyler.ng@thekey.com>; Umesh Shah <ushah@thekey.com>; Cara Tan <
wtan@thekey.com>; Ofelia Lopez Sanchez <Ofelia.sanchez@thekey.com>
*Cc:* Timothy Thomas <tt@thekey.com>; Cheryl Logan <cheryl.logan@thekey.com>
*Subject:* Caribou Canadian Expansion UAT Update - 03/09/2026

Good afternoon, all - Please see the updates from today's working session
on 3/9/2026 and what is coming up for tomorrow. Feel free to reach out
with any updates or questions!

*Testing Script*:
https://docs.google.com/spreadsheets/d/1NLERV7TcGa7q4302XVU58D7yZJSjHKSkoe171XZcFKw/edit?gid7570453#gid7570453

*UAT Progress from 3/9/2026:*

   - A: Caregiver Outbound File
      - Cara completed the view updates for rehiring caregivers.
      - *Scenario #2* - Rehiring in iCims
         - Jackie flipped MontrealRehire Caribou to re-hired in iCims
      - *Scenario * *#4* - Reactivating in Wellsky.
         - Cancel to leave the caregiver TorantoTest2 Caribou as
         deactivated in Wellsky and Caribou to test the redemption if
a caregiver is
         deactivated.
      - B: Use Case Scenarios
      -
*Scenarios #1, #1.1 & #2  *
         - Roxana keyed mileage, non-payable, expense, credit, holiday and
         overtime shifts for the following caregivers.
            - MontrealTest1 Caribou
            - TorantoTest2 Caribou
            - OakvilleTest1 Caribou
            - These shifts have been completed and finalized in Wellsky.
         - @Tim Ahong <tim@caribou.care> will ping the Slack channel once
         he completes the redemption processing today (manually adding
points so we
         have rewards populating on the file tomorrow).

*On Deck for 3/10/2026:*

   - A: Caregiver Outbound File
      - *Scenario #2 *- Rehiring in iCims
         - @Alber Diaz <adiaz@thekey.com> Confirm the status is
         re-activated on the caregiver outbound file.
         - @Tim Ahong <tim@caribou.care> / @Amanda Soukvilay
         <amanda@caribou.care> confirm the status is active in Caribou
         - B: Use Case Scenarios
   - *Scenarios #1, #1.1 & #2*
         -  @Tim Ahong <tim@caribou.care> Manually update the redemption
         approval date to 3/2/2026 and notify the Slack Channel
         - @Alber Diaz <adiaz@thekey.com> Confirm that care logs and
         redemption rewards populate on the outbound file
         - @Germaine Daniels <germaine.daniels@thekey.com> Reconcile the
         datalake file against Ceridian and Wellsky.

Best

*Alyson Rohane*

Continuous Improvement Analyst 3 | TheKey
*From:* Alyson Rohane <alyson.rohane@thekey.com>
*Sent:* Sunday, March 8, 2026 8:45 PM
*To:* Alber Diaz <adiaz@thekey.com>; Amanda Soukvilay <amanda@caribou.care>;
Blake Mahedy <blake.mahedy@thekey.com>; Germaine Daniels <
germaine.daniels@thekey.com>; Irin Eva <irin.eva@thekey.com>; Jackie Bock <
jacqueline.bock@thekey.com>; Jeff Morris <jeff.morris@thekey.com>; Monica
Johnston <johnstonm@thekey.com>; Joyce Gonzalez <joyce.gonzalez@thekey.com>;
Katherine Midura <kguildner@thekey.com>; Mike Conner <mike.conner@thekey.com>;
Roxana Cruz <rcruz@thekey.com>; Tim Ahong <tim@caribou.care>; Tyler Ng <
tyler.ng@thekey.com>; Umesh Shah <ushah@thekey.com>; Cara Tan <
wtan@thekey.com>; Ofelia Lopez Sanchez <Ofelia.sanchez@thekey.com>
*Cc:* Timothy Thomas <tt@thekey.com>; Cheryl Logan <cheryl.logan@thekey.com>
*Subject:* Caribou Canadian Expansion UAT Update - 03/06/2026

Hi, all - Please see the last update from UAT on 3/6/2026 and reach out
with any questions!

*Testing Script*:
https://docs.google.com/spreadsheets/d/1NLERV7TcGa7q4302XVU58D7yZJSjHKSkoe171XZcFKw/edit?gid15943086#gid15943086

*UAT Progress from 3/6/2026: *

   - A: Caregiver Outbound File
      - *Scenario #3* - Deactivated in Wellsky
         - Roxana deactivated MontrealRehire Caribou & TorantoTest2 Caribou
         in Wellsky
         - *Potential Issue*:
            - The caregiver's rehire status is not being sent back to
            Caribou. If the real life scenario (Mason) is not
triggered by Monday
            (3/9), there may be an issue with the reactivation process.
            - We have a call on 3/9 with @Umesh Shah <ushah@thekey.com> to
            talk through the design.
         - B: Use Case Scenarios
   - *Scenarios #3 - #16*
         - Tim confirmed the shifts flowed through to Caribou as
expected (OakvilleTest2
         Caribou has 2 visits with the same start/end time, our system
only loaded
         one of them &  MontrealTest2 has a few more visits than whats
         listed here, I assume that's because the overnight visits got
split into 2
         records).

*On Deck for 3/9/2026: *

   - A: Caregiver Outbound File
   - *Scenario #3* - Deactivated in Wellsky
         - The outcome depends on the call with @Umesh Shah
         <ushah@thekey.com> and team on 3/9
         - B: Use Case Scenarios
   - *Scenarios #3 - #16*
         - Tim to release the shifts for payment
         - Germaine needs to reconcile the datalake file from Caribou,
         Ceridian and the Wellsky file.