Re: Recruiter-Productivity

Hi Angie,
All the caregivers you sent as an example have this tag applied. It does
seem that the tag was applied on 3/9, so it does make sense to me why these
caregivers could qualify as a winback due to that timing, but because of
how the logic is set up within the backend of the system a data
logic change needs to be made and these requests can take some time, and I
would need to also confirm any changes with Kerry just to ensure that we
are all aligned as to what the logic will be on the backend going forward.
If this logic change is implemented then they will unfortunately still not
be displayed within this report as they would be counted as winbacks as it
seems like they have previously worked, though I would run this down with
Kerry as well just to understand if this is how we want to view this
instance of starts, and the report only displays new business starts
(people who have not been previously associated within the business) as a
default, though there is an available filter within the AP that allows you
to toggle between allowing the winbacks to count within the report to
observe how the numbers change.
As for the rolling 4 wk. avg, this is also in relation to the new business
starts, so it seems like the system did pick up another start, this start
was just more than 4 weeks ago, so the start did not count towards that
rolling avg. It does seem like there was a data delay when the report went
out or something got corrected, but the report is now showing Meera with a
start.
I will keep you updated as to the questions brought up so we can come to a
better understanding of what is going on, and how we can move forward.
Thanks,
Lucas Hynes
Data Analyst
*Please note my email has changed:*
lhynes@TheKey.com <Lucas.Hynes@TheKey.com>
(425) 951-3816
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Thu, Nov 3, 2022 at 6:38 AM Angie Kunnath <akunnath@thekey.com> wrote:

> The acquired bulk tag was part of the amalgamation with Toronto Clearcare
> back in April. It should not impact any new caregiver profiles as none have
> the "Acquired bulk tag". I need help understanding this report with the
> explanation provided. Based on this report, Meera has zero starts for the
> past week count, month to date and 4-week average. This would typically
> indicate a performance issue. In this instance, Meera is a high-performing
> talent. How do you disassociate the tag from this recruiter to have a more
> accurate report?
>
> Angie Kunnath
> *Regional, Caregiver Recruitment, Canada*
>
> *Home Care Assistance*
>
> 375 University Ave E, Waterloo, ON, N2K3M7 Tel: 519-954-2111
> 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200
>
>
>
> *Champions of Aging Well*
>
> *www.**H**o <http://homecareassistancewaterloo.ca/>*
>
> *me <http://homecareassistancewaterloo.ca/>Care
> <http://homecareassistancewaterloo.ca/>Assistance
> <http://homecareassistancewaterloo.ca/>Waterloo
> <http://homecareassistancewaterloo.ca/>.ca
> <http://homecareassistancewaterloo.ca/>www.HomeCareAssistanceGuelph.ca*
> *www.HomeCareAssistanceOakville.ca**www.HomeCareAssistanceMississauga.ca*
>
>
> Visit our Website <http://www.homecareassistancewaterloo.ca>
> Read our Mission <http://homecareassistance.com/about/our-mission/>
> Balanced Care Method <http://balancedcaremethod.com/>
> Hospital to Home Care <http://hospitaltohomecare.com/>
> Review our Book Series
> <http://homecareassistance.com/healthy-longevity-book-series/>
> Cognitive Therapeutics <http://cognitivetherapeutics.com/>
> Our Recent Press <http://bit.ly/qOk2aS>
> Connect on LinkedIn <http://linkd.in/nRxfEv>
> Read our Reviews <http://homecareassistance.com/reviews/>
> Watch our Videos <http://youtube.com/homecareinfo>
> Subscribe to our Blog <http://blog.homecareassistance.com/>
>
>
> On Wed, Nov 2, 2022 at 3:44 PM Lucas Hynes <lhynes@thekey.com> wrote:
>
>> Hi Angie,
>> In this case you are correct but something else is happening.
>> So while we can track that the association is working correctly and I can
>> see the caregivers being properly attributed to the recruiter, these
>> recruiters have the tag `acquired_bulk_added` associated with their
>> profiles, meaning these starts are considered acquired starts, and this
>> report only shows new business starts
>> If you go to this link: ap <https://analytics.homecareassistance.com/>,
>> you will get to the analytics portal
>> You should then login with your google account *if this doesn't work
>> please try and refresh your browser's cache/cookies and then try again*
>> When there you can go to the menu in the corner and then select Caregiver
>> Experience
>> Once selected you should see a page on the right side called Recruiter
>> Productivity Report
>> Once that is selected you should be able to view the same report that is
>> being sent out. If you then select on the recruiter's name you can then
>> scroll to the very bottom of the page and then you will see the details of
>> all of the caregivers associated with the selected recruiter according to
>> the system running the statistics.
>> Please let me know if you have any questions
>> Thanks,
>> Lucas Hynes
>> Data Analyst
>> *Please note my email has changed:*
>> lhynes@TheKey.com <Lucas.Hynes@TheKey.com>
>> (425) 951-3816
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Wed, Nov 2, 2022 at 10:53 AM Angie Kunnath <akunnath@thekey.com>
>> wrote:
>>
>>> Hi Lucas,
>>>
>>> The report depicts Meera Ladani with zero new caregivers with a billable
>>> shift for the week of Oct 24th. This is incorrect. Outside of orientation,
>>> the below highlighted have worked multiple revenue-generating shifts in the
>>> system. I have also included snapshots of the clients they worked for and
>>> billed as well. Let me know if you want to hop on a call to discuss
>>>
>>> [image: image.png]
>>>
>>>
>>> [image: image.png]
>>>
>>> [image: image.png]
>>>
>>> [image: image.png]
>>>
>>> Angie Kunnath
>>> *Regional, Caregiver Recruitment, Canada*
>>>
>>> *Home Care Assistance*
>>>
>>> 375 University Ave E, Waterloo, ON, N2K3M7 Tel: 519-954-2111
>>> 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200
>>>
>>>
>>>
>>> *Champions of Aging Well*
>>>
>>> *www.**H**o <http://homecareassistancewaterloo.ca/>*
>>>
>>> *me <http://homecareassistancewaterloo.ca/>Care
>>> <http://homecareassistancewaterloo.ca/>Assistance
>>> <http://homecareassistancewaterloo.ca/>Waterloo
>>> <http://homecareassistancewaterloo.ca/>.ca
>>> <http://homecareassistancewaterloo.ca/>www.HomeCareAssistanceGuelph.ca*
>>> *www.HomeCareAssistanceOakville.ca*
>>> *www.HomeCareAssistanceMississauga.ca*
>>>
>>>
>>> Visit our Website <http://www.homecareassistancewaterloo.ca>
>>> Read our Mission <http://homecareassistance.com/about/our-mission/>
>>> Balanced Care Method <http://balancedcaremethod.com/>
>>> Hospital to Home Care <http://hospitaltohomecare.com/>
>>> Review our Book Series
>>> <http://homecareassistance.com/healthy-longevity-book-series/>
>>> Cognitive Therapeutics <http://cognitivetherapeutics.com/>
>>> Our Recent Press <http://bit.ly/qOk2aS>
>>> Connect on LinkedIn <http://linkd.in/nRxfEv>
>>> Read our Reviews <http://homecareassistance.com/reviews/>
>>> Watch our Videos <http://youtube.com/homecareinfo>
>>> Subscribe to our Blog <http://blog.homecareassistance.com/>
>>>
>>>
>>> On Wed, Nov 2, 2022 at 12:45 PM Lucas Hynes <lhynes@thekey.com> wrote:
>>>
>>>> Hi Angie,
>>>> This report is not going to match clearcare because they are showing
>>>> different things. The report you are pulling in clearcare shows the first
>>>> carelog, and while it can have revenue, most of the time that date is
>>>> showing the caregiver's first orientation, rather than their first billable
>>>> shift, and this report counts starts as showing the first revenue shift.
>>>> Thanks,
>>>> Lucas Hynes
>>>> Data Analyst
>>>> *Please note my email has changed:*
>>>> lhynes@TheKey.com <Lucas.Hynes@TheKey.com>
>>>> (425) 951-3816
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>>
>>>> On Tue, Nov 1, 2022 at 3:23 PM Angie Kunnath <akunnath@thekey.com>
>>>> wrote:
>>>>
>>>>> Lucas,
>>>>>
>>>>> Thank you for the clarification. I think there is an error on the
>>>>> backend as it is not consistent with the data on clearcare. For October,
>>>>> there were 40 starts (first care log shift) and week of Oct 24, 8 caregiver
>>>>> starts.
>>>>>
>>>>> Take a look at whether the sourcing connection is faulty or being
>>>>> misread by AP.
>>>>>
>>>>> Keep us posted.
>>>>>
>>>>> Angie
>>>>>
>>>>> On Tue, Nov 1, 2022 at 6:13 PM Lucas Hynes <lhynes@thekey.com> wrote:
>>>>>
>>>>>> Hi All,
>>>>>> This report reflects the counts of caregivers who have had a billable
>>>>>> start with revenue generation, which can get confused with hires. The other
>>>>>> point of confusion is that this report only shows caregivers that are new
>>>>>> to the business, so if that caregiver has previously worked for the key
>>>>>> they will not be counted within this report.
>>>>>> You can review this report on the analytics portal (ap
>>>>>> <https://analytics.homecareassistance.com/>) by going to the
>>>>>> caregiver experience page then the recruiter productivity report. If you
>>>>>> then scroll and select the name of the recruiter within the report, and
>>>>>> then scroll to the very bottom of the page, you will then see the
>>>>>> caregivers that are currently being associated with the selected recruiter
>>>>>> and the attributes associated with that same recruiter. If you review this
>>>>>> and you still have questions, please let me know and I can look into the
>>>>>> instances of disagreement between what the data is saying and what you are
>>>>>> expecting so that we can make sure that going forward this does not happen
>>>>>> and fix the logic on the backend to fix any problems.
>>>>>> Thanks,
>>>>>> Lucas Hynes
>>>>>> Data Analyst
>>>>>> *Please note my email has changed:*
>>>>>> lhynes@TheKey.com <Lucas.Hynes@TheKey.com>
>>>>>> (425) 951-3816
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>>
>>>>>> On Tue, Nov 1, 2022 at 12:39 PM Amabile Lopez <
>>>>>> amabile.lopez@thekey.com> wrote:
>>>>>>
>>>>>>> Hi Angie,
>>>>>>>
>>>>>>> I pay based on the data the DART team provides. Any issues with it
>>>>>>> will need to be corrected by them.
>>>>>>> @Lucas Hynes <lhynes@thekey.com> Can you please advise?
>>>>>>>
>>>>>>> Thank you,
>>>>>>>
>>>>>>> On Tue, Nov 1, 2022 at 10:03 AM Angie Kunnath <akunnath@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Hi Amabile,
>>>>>>>>
>>>>>>>> Please take a look at Meera's email. The report says zero count for
>>>>>>>> hires and past week. Her clearcare report says otherwise.
>>>>>>>>
>>>>>>>> Regards,
>>>>>>>>
>>>>>>>> Angie Kunnath
>>>>>>>> *Regional, Caregiver Recruitment, Canada*
>>>>>>>>
>>>>>>>> *Home Care Assistance*
>>>>>>>>
>>>>>>>> 375 University Ave E, Waterloo, ON, N2K3M7
>>>>>>>> <https://www.google.com/maps/search/375+University+Ave+E,+Waterloo,+ON,+N2K3M7?entry=gmail&source=g>
>>>>>>>> Tel: 519-954-2111
>>>>>>>> 2525 Old Bronte Rd, Suite 212, Oakville, ON,
>>>>>>>> <https://www.google.com/maps/search/2525+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,%C2%A0+L6M+4J2?entry=gmail&source=g>L6M
>>>>>>>> 4J2
>>>>>>>> <https://www.google.com/maps/search/2525+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,%C2%A0+L6M+4J2?entry=gmail&source=g>
>>>>>>>> Tel: 905-337-1200
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> *Champions of Aging Well*
>>>>>>>>
>>>>>>>> *www.**H**o <http://homecareassistancewaterloo.ca/>*
>>>>>>>>
>>>>>>>> *me <http://homecareassistancewaterloo.ca/>Care
>>>>>>>> <http://homecareassistancewaterloo.ca/>Assistance
>>>>>>>> <http://homecareassistancewaterloo.ca/>Waterloo
>>>>>>>> <http://homecareassistancewaterloo.ca/>.ca
>>>>>>>> <http://homecareassistancewaterloo.ca/>www.HomeCareAssistanceGuelph.ca*
>>>>>>>> *www.HomeCareAssistanceOakville.ca*
>>>>>>>> *www.HomeCareAssistanceMississauga.ca*
>>>>>>>>
>>>>>>>>
>>>>>>>> Visit our Website <http://www.homecareassistancewaterloo.ca>
>>>>>>>> Read our Mission <http://homecareassistance.com/about/our-mission/>
>>>>>>>> Balanced Care Method <http://balancedcaremethod.com/>
>>>>>>>> Hospital to Home Care <http://hospitaltohomecare.com/>
>>>>>>>> Review our Book Series
>>>>>>>> <http://homecareassistance.com/healthy-longevity-book-series/>
>>>>>>>> Cognitive Therapeutics <http://cognitivetherapeutics.com/>
>>>>>>>> Our Recent Press <http://bit.ly/qOk2aS>
>>>>>>>> Connect on LinkedIn <http://linkd.in/nRxfEv>
>>>>>>>> Read our Reviews <http://homecareassistance.com/reviews/>
>>>>>>>> Watch our Videos <http://youtube.com/homecareinfo>
>>>>>>>> Subscribe to our Blog <http://blog.homecareassistance.com/>
>>>>>>>>
>>>>>>>>
>>>>>>>> On Tue, Nov 1, 2022 at 12:28 PM Meera Ladani <
>>>>>>>> meera.ladani@homecareassistance.com> wrote:
>>>>>>>>
>>>>>>>>> Hi Angie,
>>>>>>>>> Why it says zero hires?
>>>>>>>>> *Meera Ladani*
>>>>>>>>> *Recruitment Coordinator*
>>>>>>>>> *Home Care Assistance - **Serving Oakville, Mississauga,
>>>>>>>>> Burlington, Waterloo & Wellington region*
>>>>>>>>> 375 University Ave E, Waterloo, ON, N2K3M7
>>>>>>>>> <https://www.google.com/search?q=375+University+Ave+E+Waterloo%2C+ON+N2K+3M7&rlz=1C1CHBF_enCA974CA974&oq=375&aqs=chrome.0.69i59l2j69i57j69i59.2545j0j7&sourceid=chrome&ie=UTF-8>
>>>>>>>>> *Tel: 519-954-2111*
>>>>>>>>> 2525 Old Bronte Rd, Suite 212, Oakville, ON,
>>>>>>>>> <https://www.google.com/search?q=2525+Old+Bronte+Rd%2C+Suite+212%2C+Oakville%2C+ON%2C+L6M+4J2&rlz=1C1CHBF_enCA974CA974&ei=WFhMYrSaHuGT9PwPrM6AmAc&ved=0ahUKEwi0prH4lv32AhXhCZ0JHSwnAHMQ4dUDCA4&uact=5&oq=2525+Old+Bronte+Rd%2C+Suite+212%2C+Oakville%2C+ON%2C+L6M+4J2&gs_lcp=Cgdnd3Mtd2l6EAM6DggAEI8BEOoCEIwDEOUCOhEILhCPARDUAhDqAhCMAxDlAkoECEEYAEoECEYYAFCTCViTCWD4EGgBcAB4AIAB1AGIAdQBkgEDMi0xmAEAoAEBoAECsAEKwAEB&sclient=gws-wiz>L6M
>>>>>>>>> 4J2
>>>>>>>>> <https://www.google.com/search?q=2525+Old+Bronte+Rd%2C+Suite+212%2C+Oakville%2C+ON%2C+L6M+4J2&rlz=1C1CHBF_enCA974CA974&ei=WFhMYrSaHuGT9PwPrM6AmAc&ved=0ahUKEwi0prH4lv32AhXhCZ0JHSwnAHMQ4dUDCA4&uact=5&oq=2525+Old+Bronte+Rd%2C+Suite+212%2C+Oakville%2C+ON%2C+L6M+4J2&gs_lcp=Cgdnd3Mtd2l6EAM6DggAEI8BEOoCEIwDEOUCOhEILhCPARDUAhDqAhCMAxDlAkoECEEYAEoECEYYAFCTCViTCWD4EGgBcAB4AIAB1AGIAdQBkgEDMi0xmAEAoAEBoAECsAEKwAEB&sclient=gws-wiz> *Tel:
>>>>>>>>> 905-337-1200*
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> *Champions of Aging Well*
>>>>>>>>>
>>>>>>>>> *www.**H**o <http://homecareassistancewaterloo.ca/>*
>>>>>>>>>
>>>>>>>>> *me <http://homecareassistancewaterloo.ca/>Care
>>>>>>>>> <http://homecareassistancewaterloo.ca/>Assistance
>>>>>>>>> <http://homecareassistancewaterloo.ca/>Waterloo
>>>>>>>>> <http://homecareassistancewaterloo.ca/>.ca
>>>>>>>>> <http://homecareassistancewaterloo.ca/>www.HomeCareAssistanceGuelph.ca*
>>>>>>>>> *www.HomeCareAssistanceOakville.ca*
>>>>>>>>> *www.HomeCareAssistanceMississauga.ca*
>>>>>>>>>
>>>>>>>>> Visit our Website <http://www.homecareassistancewaterloo.ca/>
>>>>>>>>> Balanced Care Method <http://balancedcaremethod.com/>
>>>>>>>>> Cognitive Therapeutics <http://cognitivetherapeutics.com/>
>>>>>>>>> Read our Reviews <http://homecareassistance.com/reviews/>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>> From: <analytics@thekey.com>
>>>>>>>>> Date: Tue, Nov 1, 2022 at 12:22 PM
>>>>>>>>> Subject: Recruiter-Productivity
>>>>>>>>> To: <caregiver.recruitment@thekey.com>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> <https://tableauserver.hcaanalytics.com/views/CaregiverFunnelReport_16573124510740/CaregiverProductivity>
>>>>>>>>>
>>>>>>>>> Your Tableau PDF is attached.
>>>>>>>>>
>>>>>>>>> Hey Team, Please note this report can be accessed on the AP to
>>>>>>>>> show the historical data, as well as having a filter to toggle views for
>>>>>>>>> the starts to include winbacks within the counts displayed. See below for
>>>>>>>>> the productivity metrics for this week. Please let Lucas Hynes (
>>>>>>>>> lhynes@thekey.com) and Benjamin Lewis know if you have any
>>>>>>>>> questions. You can select your name and the window at the bottom of the
>>>>>>>>> page within the AP you can see the details for the caregivers that are
>>>>>>>>> associated with the selected recruiter. Thanks!
>>>>>>>>>
>>>>>>>>> Here's your subscription to the view Recruiter-Productivity
>>>>>>>>> <https://tableauserver.hcaanalytics.com/views/CaregiverFunnelReport_16573124510740/CaregiverProductivity>
>>>>>>>>> .
>>>>>>>>>
>>>>>>>>> Manage my subscriptions
>>>>>>>>> <https://tableauserver.hcaanalytics.com/#/user/local/Caregiver%20Recruitment/subscriptions>
>>>>>>>>>
>>>>>>>>
>>>>>>>
>>>>>>> --
>>>>>>> Amabile Lopez (Ah-Mah-Bee-Leh)
>>>>>>> Senior Commission and Compensation Analyst
>>>>>>> * Please note my email has changed: *
>>>>>>> amabile.lopez@thekey.com
>>>>>>> <https://brand.thekey.com/esg/amabile.lopez@thekey.com>
>>>>>>>
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>
>>>>>> --
>>>>> Angie Kunnath
>>>>> *Regional, Caregiver Recruitment, Canada*
>>>>>
>>>>> *Home Care Assistance*
>>>>>
>>>>> 375 University Ave E, Waterloo, ON, N2K3M7 Tel: 519-954-2111
>>>>> 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200
>>>>>
>>>>>
>>>>>
>>>>> *Champions of Aging Well*
>>>>>
>>>>> *www.**H**o <http://homecareassistancewaterloo.ca/>*
>>>>>
>>>>> *me <http://homecareassistancewaterloo.ca/>Care
>>>>> <http://homecareassistancewaterloo.ca/>Assistance
>>>>> <http://homecareassistancewaterloo.ca/>Waterloo
>>>>> <http://homecareassistancewaterloo.ca/>.ca
>>>>> <http://homecareassistancewaterloo.ca/>www.HomeCareAssistanceGuelph.ca*
>>>>> *www.HomeCareAssistanceOakville.ca*
>>>>> *www.HomeCareAssistanceMississauga.ca*
>>>>>
>>>>>
>>>>> Visit our Website <http://www.homecareassistancewaterloo.ca>
>>>>> Read our Mission <http://homecareassistance.com/about/our-mission/>
>>>>> Balanced Care Method <http://balancedcaremethod.com/>
>>>>> Hospital to Home Care <http://hospitaltohomecare.com/>
>>>>> Review our Book Series
>>>>> <http://homecareassistance.com/healthy-longevity-book-series/>
>>>>> Cognitive Therapeutics <http://cognitivetherapeutics.com/>
>>>>> Our Recent Press <http://bit.ly/qOk2aS>
>>>>> Connect on LinkedIn <http://linkd.in/nRxfEv>
>>>>> Read our Reviews <http://homecareassistance.com/reviews/>
>>>>> Watch our Videos <http://youtube.com/homecareinfo>
>>>>> Subscribe to our Blog <http://blog.homecareassistance.com/>
>>>>>
>>>>