--000000000000824905062d916469 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wrote= : > 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 the > last full week in the month, but the 4 weeks do not necessarily need to = 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 that > was more than 30 (31+) days from their service start date, and the averag= e > of their last 4 weeks was greater than 30 (30.1+) then it would count as > 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 Februar= y. > 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 ne= xt > month to have hope of hitting their target in March since the target alwa= ys > grows by 1. > > Happy to jump on a call and talk through some scenarios if there are stil= l > questions! > Thanks, > Sarah > > On Fri, Feb 7, 2025 at 9:31=E2=80=AFAM Timothy Thomas wro= te: > >> Hi Sarah, >> >> Can you help me with this? >> >> I know the answer is No to Will's question below, but what is the correc= t >> 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. >> >> So if we have a client that bills 150 hours in the first week of Feb the= n >> is deactivated the second week of Feb they would still count in the >> February Tier 1 bonus total correct? The "system" will still count them >> even if they have been deactivated in the goal month. >> >> Will Reid >> Partner >> >> wreid@thekey.com >> 513-707-2304 >> TheKey.com >> [image: TheKey] >> >> >> On Fri, Feb 7, 2025 at 11:50=E2=80=AFAM Timothy Thomas w= rote: >> >>> They need to achieve an average of 30 hours of service per week in >>> February. Because February is a short month it's unlikely that they wil= l >>> actualize unless the cancellation is in the last wee