--000000000000dc96d20612212280 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 rate. 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 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] > --000000000000dc96d20612212280 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Sarah, this is really helpful.=C2=A0 Is there a pla= n to flag=C2=A0the live-in clients like we=C2=A0have for couple=C2=A0care?= =C2=A0 They are all tagged as live-in in CC and would always have unpaid OT= as it is built into the rate.=C2=A0 Some live in examples in the report are: CT - Anne (Nancy) Doyle CT - Alvin Rosenbaum CT - Gilbert Heublein - has live in and hou= rly care NJ - Peter Rosenbauer NJ - Jane Nessen On Fri, Feb 23, 2024 at 9:30=E2= =80=AFPM Sarah Powers < spowers@the= key.com > wrote: Hi All, We are excited to announ= ce=C2=A0the release of a new Tableau Dashboard to help manage OT and measur= e per Client Margin. Report Link:=C2=A0 h