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Example walkthrough
OutcomeYou have opened the 6-hour example, found the Proposed funding rate and pay rates, and compared Current and Proposed.
Use the downloaded example, client code DEMO-6H. Sample plan — 3h morning + 3h evening daily. The proposal name is blank.
Open Funding
Read $38.19 per hour and 182.5 funded hours per month. $300.00 client contribution, inside the entitlement. Proposed funding rate is $40.52 per hour. Proposed hours are blank, so they stay at 182.5 funded hours per month. The reserve opens at $3,000.00, with $200.00 desired monthly reserve growth. Those reserve settings apply to both plans.
Read the care team
Alex Reed covers weekday mornings and evenings, 3 hours a day. Each of those rows is 15 paid hours and 15 care hours a week at $30.00. Jordan Kim covers weekend mornings and evenings, 3 hours a day. Each of those rows is 6 paid hours and 6 care hours a week at $30.00. Paid hours and care hours are separate columns.
See the Proposed rates
Alex Reed, Evening support (3 hours), stays at 15 paid hours and 15 care hours. Current rate is $30.00. Proposed rate is $30.90. Status, paid units, care hours, and vacation on that row are blank. Proposed rates are entered as values. Weekday evening is $30.90. The other explicit Proposed rates are $31.80 on the $30.00 rows, $233.20 on the $220.00 shifts, and $32.86 on the $31.00 casual hour.
Read the expenses
Accounting / bookkeeping / payroll services is $141.26 a month. The verified limit is $300.00 a month, so this row is within the limit. Its Proposed amount is blank, so the cost stays the same. Recruitment facilitation is $200.00 a month, which is at the verified $200.00 monthly limit. Its Proposed amount is blank.
Compare on Client Review
Client Review is read-only. Care hours match. Funding and total cost are both higher on Proposed. The operating balance moves from a small deficit on Current to a small surplus on Proposed, so the 12-month reserve is higher. The dashboard at the top of every sheet shows the same pair of plans.