--0000000000008429eb062d91c2a9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you! Will Reid Partner wreid@thekey.com 513-707-2304 TheKey.com [image: TheKey] On Fri, Feb 7, 2025 at 1:36=E2=80=AFPM Sarah Powers wr= ote: > 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 wrot= e: > >> 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 wr= ote: >> >>> 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 th= e >>> last full week in the month, but the 4 weeks do not necessarily need t= o 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 th= at >>> was more than 30 (31+) days from their service start date, and the aver= age >>> of their last 4 weeks was greater than 30 (30.1+) then it would count a= s >>> 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 = by >>> their last day was greater than 30 it would count in the month of Febru= ary. >>> 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 = next >>> month to have hope of hitting their target in March since the target al= ways >>> 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 w= rote: >>> >>>> 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 = case? >>>> >>>> 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