--000000000000f4453606124cf675 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Paul, Thank you for the feedback, and I absolutely agree. I had thought about that as we were making some final adjustments which is why the Caregiver filter was added as an interim solution until we develop it to choose to be grouped by Client or Caregiver. In its current state, if you see a caregiver for a client where you want to see more for that caregiver, you can use the filter to search for that caregiver to see all the clients that individual worked with in that week. Thanks, Sarah On Sat, Feb 24, 2024 at 5:07=E2=80=AFAM Paul Kahn wr= ote: > 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 ha= ve > CGs being paid 0 for regular shifts and only overtime which would indicat= e > they have hit their regular pay with other clients. Wondering if there i= s > 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 da= ta > 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 t= o > address. > > Great progress. > Paul > > 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] >> > --000000000000f4453606124cf675 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Paul, Thank you for the feedback, an= d I absolutely=C2=A0agree. I had thought about that as we were making some = final adjustments which is why the Caregiver filter was added as an interim= solution until we develop it to choose to be grouped by Client or Caregive= r. In its current state, if you see a caregiver for a client where you want= to see more for that caregiver, you can use the filter to search for that = caregiver to see all the clients that individual worked with in that week. Thanks, Sarah On Sat, Feb 24, 2024= at 5:07=E2=80=AFAM Paul Kahn < p= aul.kahn@thekey.com > wrote: Sarah - this is great to see a dashboar= d=C2=A0for OT that clearly lays out the opportunity.=C2=A0 As I look throug= h it, there are many cases where clients=C2=A0have CGs being paid 0 for reg= ular shifts and only overtime which=C2=A0would indicate they have hit their= regular pay with other 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) w= hich will then show what clients=C2=A0they supported and the same relevant = data of CG Margin, etc.=C2=A0 This way it would identify CG's that are = being over utilized and highlight the=C2=A0opportunity for the staffing/sch= eduling team to address. Great progress. Paul On Fri, Feb 23, 2024 at 9:30=E2=80=AFPM Sarah Powers < spowers@thekey.com > wrote= : Hi All, We are excited to announce=C2=A0the release o= f a new Tableau Dashboard to help manage OT and measure per Client Margin. Report Link:=C2=A0 https://us-west-2b.online.tableau.com/#/site/mydata/views/OTDashboard/= OTDashboard ? A few things to note: This dashboard is a work in progress. You will notice there are clie= nts and caregivers that display "Incomplete" in the paid hours, e= xpense and margin data. This is to indi