--0000000000005f1da706124d0044 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Kim, That is an excellent question! I'll take this offline for discussion with you, me, Tiffany, and Audra. When reviewing how we define a live in vs hourly client, there was agreement that if a client has any shift that is billed or paid at a live in rate it would be considered live in. If the client only has billed and paid shifts at an hourly rate then it would be hourly which is what is included in this report. I'll find some time for the 4 of us to align on these live scenarios you listed. Thanks, Sarah On Sat, Feb 24, 2024 at 6:03=E2=80=AFAM Kimberly Guerci wrote: > Thank you Sarah, this is really helpful. Is there a plan to flag the > live-in clients like we have for couple care? They are all tagged as > live-in in CC and would always have unpaid OT as it is built into the rat= e. > > Some live in examples in the report are: > > - CT - Anne (Nancy) Doyle > - CT - Alvin Rosenbaum > - CT - Gilbert Heublein - has live in and hourly care > - NJ - Peter Rosenbauer > - NJ - Jane Nessen > > > > On Fri, Feb 23, 2024 at 9:30=E2=80=AFPM Sarah Powers = wrote: > >> Hi All, >> >> We are excited to announce the release of a new Tableau Dashboard to hel= p >> manage OT and measure per Client Margin. >> >> Report Link: >> https://us-west-2b.online.tableau.com/#/site/mydata/views/OTDashboard/OT= Dashboard >> ? >> >> A few things to note: >> >> - This dashboard is a work in progress. You will notice there are >> clients and caregivers that display "Incomplete" in the paid hours, e= xpense >> and margin data. This is to indicate where we do not have the full da= ta set >> from Workday for these individuals. We are continuing to partner with= HRIS >> and Data Engineering teams to help fill in the pieces. >> - This is only looking at hourly clients defined as clients with >> shifts that are paid and billed at an hourly rate. >> - For sites that are not on Workday (Concierge and Canada), ClearCare >> data is displayed as the source of truth for expenses. >> - You are able to filter this report by region, site, service line, >> shift week, couples care, legacy client, and specific caregiver names >> - couples care flag =3D true where there is a tag on the client >> profile in ClearCare for "Couples Care" >> - legacy client =3Dtrue for any client who started prior to 4/1/20= 23 >> when the OT policy changes occurred last year >> - caregiver name filter will allow you to see all the clients a >> particular caregiver supported as this dashboard is currently grou= ped by >> client >> >> Please reach out if you have any questions! >> Thanks, >> Sarah >> >> -- >> Sarah Powers >> Director, IT >> * Please note my email has changed: * >> spowers@thekey.com >> (925) 726-4927 Ext. 124927 >> TheKey.com >> [image: TheKey] >> > --0000000000005f1da706124d0044 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Kim, That is