| Topic | Scoring Item | Type | Description | ||
|---|---|---|---|---|---|
| Ability | Mandatory Required Dates | Standard | Positive scoring is based on having no expired Mandatory Required Dates. | ||
| Ability | Critical Skills | Standard | Caregiver has Critical Skills required by the Client's care plan or authorization.
| ||
| Ability | Non Critical Skills | Percentage Multiplier | Caregiver has Non-Critical Skills required by the Client's care plan or authorization. | ||
| Ability | Qualification | Standard |
| The Caregiver must have the qualification, if the Critical box is checked. Scoring will give points for Primary ("Having") or Secondary ("Not Having") with no points for a missing qualification. | |||
| Status | Status | Standard | Active or Potential (including Assessed) status. Make "Critical" to only return Active caregivers. Inactive, Deceased or Archived caregivers will never be returned by Quick Pick. |
| Available | Available | Standard | Caregiver is available to work this schedule (including Availability and Schedule Conflicts) |
| Available | Employment Standards Compliant | Standard | Caregiver must have: 1) at least 8 hours of unscheduled time within the previous 24 hour period, 2) at least 1 unscheduled day in the previous 7 day period or 2 unscheduled days in the previous 14 day period. |
| Available | Hours Per Week Available | Standard | Caregiver is scheduled within their maximum hours per week |
| Available | Schedule Length | Standard |
The length of the schedule matches what the Caregiver is willing to work (or Schedule Length is unused) | ||
| Demographic | Authorization Classification | Percentage Multiplier |
| Caregiver has Classifications required by the Authorization. When editing an Authorization, you can add to a list of Classifications that will limit the caregivers returned via Quick Pick for schedules created from that authorization. | |||
| Demographic | Days Active | Multiplier | Days since first Active status date to Today |
| Demographic | Demographic Ordering | Multiplier | Use the "Order" field on the Profile to manually rank caregivers higher or lower |
| Demographic | District | Standard | Caregiver's Preferred Districts matches Client's home district (or Preferred Districts are not used) |
| Demographic | Gender | Standard | Caregiver's Gender |
| matches Authorization |
| Preferred Gender (or Preferred Gender not specified) | |||
| Demographic | Language | Standard | Client and Caregiver both speak the same language |
| Distance and Travel | Coming from Home Before | Standard | Caregiver has no schedule before this one |
| Distance and Travel | Distance After | Multiplier | Distance to next location (home or other event) |
| Distance and Travel | Distance Before | Multiplier | Distance from previous location (home or other event) |
| Distance and Travel | Going to Home After | Standard | Caregiver has no schedule after this one |
| Distance and Travel | Paid Travel Time After | Multiplier | Amount of travel time that would be paid to the next event |
| Distance and Travel | Paid Travel Time Before | Multiplier | Amount of travel time that would be paid from the previous event |
| Distance and Travel | Travel Time After | Multiplier | Actual travel time to next location (home or other event), whether this travel would be paid or not. |
| Distance and Travel | Travel Time Before | Multiplier | Actual travel time from previous location (home or other event), whether this travel would be paid or not. |
| Compatibility | Compatibility - Negative | Standard |
Caregiver has a negative compatibility relationship with this client.
| |||
| Compatibility | Compatibility - Neutral | Standard |
| Caregiver has neither negative or positive compatibility with this client | ||
| Compatibility | Compatibility - Positive | Standard |
| Caregiver has a positive compatibility relationship with this client | |||
| Schedule History | Previously Visited | Standard | Caregiver has at least one previously completed visit with this Client |
| Schedule History |
| Visited in Today - 3 Days | Standard | Caregiver visited this Client in the last 3 days (from today) | |||
| Schedule History | Visited in Today - 10 Days | Standard | Caregiver visited this Client in the last 10 days (from today) | ||
| Schedule History | Visited in Today - 100 Days | Standard | Caregiver visited this Client in the last 100 days (from today) | ||
| Schedule History | Visited more than >100x | Standard | Caregiver has visited this Client at least 100 times | ||
| Schedule History | Visited more than >10x | Standard | Caregiver has visited this Client at least 10 times | ||
| Schedule History | Visited Yesterday | Standard | Caregiver visited this Client yesterday | ||
| Pending | Currently Pending | Standard | Caregiver is currently listed as a Pending Caregiver on this schedule | ||
| Pending | Currently Scheduled | Standard | Caregiver is currently scheduled in this schedule | ||
| Payroll | Gross Margin | Multiplier | Calculate profitability of this schedule as a percentage of net revenue to gross revenue. ( (gross revenue - total payroll cost) / gross revenue ) | ||
| Payroll | Hours Paid | Multiplier | Total hours in payroll for caregiver (for seniority tracking) | ||
| Payroll | Over Time Daily | Standard | Caregiver will calculate overtime for the day | ||
| Payroll | Over Time Weekly | Standard | Caregiver will calculate overtime for the week | ||
| Payroll | Pay Rate | Multiplier | Caregiver's pay rate for this schedule.
| ||
| Payroll | Payroll Burdens | Multiplier | Total cost of payroll burdens for this caregiver for this schedule. | ||
| Payroll | Total Payroll Cost | Multiplier | Total payroll cost of the schedule, including regular pay, overtime and payroll burdens. |