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Care Team Budget PlannerNavigator guide

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Care Team

OutcomeEach component is on its own row, and a blank Proposed cell still means Current.

Use the planner · 2 of 4

Care Team is the main editing sheet. One row is one worker and one shift or component. The same person can have several rows.

  1. Step 1

    Read a Current row

    What to do

    Find the worker and the shift on the left. Then read status, paid units per week, rate, care hours per week, and vacation.

    What it means

    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. Paid units times the rate is the wage. Care hours are a different column. They feed the hours reading, not the wage.

    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.

    Watch for this

    One live-in day is not 24 care hours. This example has no live-in row. If more than 20 people are named, the employer-cost estimate is incomplete.

  2. Step 2

    Read the Proposed rates

    What to do

    On Alex Reed, Evening support (3 hours), read the Proposed rate. Leave status, paid units, care hours, and vacation blank unless you mean to change them.

    What it means

    Current is $30.00 for 15 paid hours a week. Proposed rate is $30.90. 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. Blank Proposed status, units, care hours, and vacation inherit Current. An entered 0 is zero, not a blank.

    Watch for this

    Match the Proposed cell to the worker and shift on that same row. Adjacent workers are separated so a rate is not typed onto the wrong person.

  3. Step 3

    Use status on purpose

    What to do

    Choose Scheduled, Casual, or Inactive. A casual row can keep a rate with zero recurring units. Inactive drops that component out of the plan.

    What it means

    Jordan Kim overnight backup and Taylor Morgan overnight relief are Casual shifts at $220.00, with zero recurring units. Casey Lee is Casual on call at $31.00, also with zero recurring units. With zero recurring units, that row adds no recurring wages.

    An empty row can become a Current component, or a Proposed-only component. There is no button that adds a person. All 15 rows are real inputs.

    Care TeamSynthetic example DEMO-6H. Alex Reed, Evening support (3 hours), is $30.00 current and $30.90 proposed.
    Care Team sheet of the synthetic 6-hour example. Alex Reed and Jordan Kim have weekday and weekend rows. Proposed rates are filled. The other Proposed cells on those rows are blank.

    Open full-size screenshot

  4. Step 4

    Read the shared dashboard

    What to do

    After a team change, read care hours, total cost, operating balance, and the 12-month reserve again.

    What it means

    The example changes a rate and not the hours, so care hours stay the same while total cost changes. The dashboard on this sheet is the same one as on Funding.

    See Current and Proposed together on Client Review