--0000000000000827e20612205d01 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sarah - this is great to see a dashboard for OT that clearly lays out the opportunity. As I look through it, there are many cases where clients have CGs being paid 0 for regular shifts and only overtime which would indicate they have hit their regular pay with other clients. Wondering if there is a way to sort this list also by caregivers (maybe it's a separate report) which will then show what clients they supported and the same relevant data of CG Margin, etc. This way it would identify CG's that are being over utilized and highlight the opportunity for the staffing/scheduling team to address. Great progress. Paul On Fri, Feb 23, 2024 at 9:30=E2=80=AFPM Sarah Powers w= rote: > Hi All, > > We are excited to announce the release of a new Tableau Dashboard to help > manage OT and measure per Client Margin. > > Report Link: > https://us-west-2b.online.tableau.com/#/site/mydata/views/OTDashboard/OTD= ashboard > ? > > 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, ex= pense > and margin data. This is to indicate where we do not have the full dat= a 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 4/1/202= 3 > 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 group= ed 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] > --0000000000000827e20612205d01 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sarah - this is great to see a dashboard=C2=A0for OT that = clearly lays out the opportunity.=C2=A0 As I look through it, there are man= y cases where clients=C2=A0have CGs being paid 0 for regular shifts and onl= y overtime which=C2=A0would indicate they have hit their regular pay with o= ther clients.=C2=A0 Wondering=C2=A0if there is a way to sort this list also= by caregivers=C2=A0(maybe it's a separate report) which will then show= what clie