--00000000000062f98b062d91a346 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Correct, a client can be in a deactivated status but still count for Tier 1 for the month as long as the criteria is met. Meaning the client has a shift in the month that is greater than 30 days from their service start date and their last 4 week avg is greater than 30 hours a week. On Fri, Feb 7, 2025 at 10:19=E2=80=AFAM Will Reid wrote: > Thanks Sarah! > I think I understand. Will you confirm that everything you outlined will > be analyzed even if the client is deactivated in Wellsky within the goal > month? > > Thanks again, > > Will Reid > Partner > > wreid@thekey.com > 513-707-2304 > TheKey.com > [image: TheKey] > > > On Fri, Feb 7, 2025 at 1:01=E2=80=AFPM Timothy Thomas wro= te: > >> Hi Will, >> >> You had a great question so I asked Sarah Powers to weigh in, see below. >> >> ---------- Forwarded message --------- >> From: Sarah Powers >> Date: Fri, Feb 7, 2025 at 12:59=E2=80=AFPM >> Subject: Re: Bonus question >> To: Timothy Thomas >> >> >> Actually, the answer may be yes! The way we calculate Tier 1 for the >> monthly incentive simply looks at the last 4 weeks for the client by the >> last full week in the month, but the 4 weeks do not necessarily need to= be >> in the review month. So for February for example, the last full week is >> actually the 17-23rd. So as long as a client had a shift in February tha= t >> was more than 30 (31+) days from their service start date, and the avera= ge >> of their last 4 weeks was greater than 30 (30.1+) then it would count as >> Tier 1. In Will's example, a client could end today for example, and as >> long as their last 4 weeks were greater than 30 hours and their tenure b= y >> their last day was greater than 30 it would count in the month of Februa= ry. >> The catch is that since that client is deactivated, it of course won't >> count in the next month so they now need to make up that client in the n= ext >> month to have hope of hitting their target in March since the target alw= ays >> grows by 1. >> >> Happy to jump on a call and talk through some scenarios if there are >> still questions! >> Thanks, >> Sarah >> >> On Fri, Feb 7, 2025 at 9:31=E2=80=AFAM Timothy Thomas wr= ote: >> >>> Hi Sarah, >>> >>> Can you help me with this? >>> >>> I know the answer is No to Will's question below, but what is the >>> correct way to describe the actualisation process for Tier 1s in this c= ase? >>> >>> Thanks! >>> >>> ---------- Forwarded message --------- >>> From: Will Reid >>> Date: Fri, Feb 7, 2025 at 12:00=E2=80=AFPM >>> Subject: Re: Bonus question >>> To: Timothy Thomas >>> Cc: Laura Horval , Steve Sudberry >> ssudberry@thekey.com> >>> >>> >>> OK thanks. >>> >>> So if we have a client that bills 150 hours in the first week of Feb >>> then is deactivated the second week of Feb they would still count in th= e >>> February Tier 1 bonus total correct? The "system" will still count them >>> ev