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HR Past Due
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Managers Behind on QAs
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Open Service Recovery
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My Open To-Do's
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Dusting (Weekly Avg)
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Patient Sat (7d)
📌 Top of Mind
Ongoing initiatives, projects, and situations to keep front-and-center. Different from to-dos — these stay until you unpin.
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🔴 Critical Alerts
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📝 My Top To-Do's
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👥 Team Pulse
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📅 Coming Up This Week
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👥 Team Performance
Individual scorecards for each manager. Click any manager to see their detailed history.
📊 QA & Customer Rounds Tracker
Enter the cumulative numbers from your QA report. Targets reset each period (Oct 1 / Apr 1). Period auto-detects from today's date.
🔍 Calibration Check
Compares Dusting (objective truth) vs Customer Rounds (what patients say) vs Manager's QA (what manager reports). Big gaps signal coaching opportunities.
📈 Entry History
All weekly entries this period. Newest first.
📝 To-Do's
Personal tasks + items you've delegated to your team. Click checkbox to mark complete.
💚 Patient Experience
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🔍 Today's Rounds
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🚨 Open Service Recovery
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⚡ Floor Care
What Aaron is working on + pending floor care requests from managers.
📥 Pending Requests
📅 Aaron's Active Projects
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Active Employees
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Past Due Items
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Due This Week
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In Pipeline
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Data Completeness
⚠️ Past Due by Manager
🚀 Pre-Employment Pipeline
🎂 Birthdays This Month
🎉 Anniversaries This Month
📅 All Projects & Events
Cross-team view of all scheduled events. Click to edit.
🎯 Goals & KPIs
Set department goals and track progress. Annual goals can have quarterly milestones.
🤝 1:1 Meeting Tracker
Log topics, action items, and follow-ups for your weekly 1:1s with each manager.
⏳ Open Action Items
Action items from past 1:1s that haven't been marked complete.
📝 Quick Notes
Capture ideas, observations, voice memos. Pin important ones to keep them at the top.
📋 Progressive Counseling Thresholds (Rolling 12 months from incident date)
• Tardy = 0.5 points · Call-off = 1 point · Leave Early = 0.5 points
• Dr. notes and FMLA do NOT count against the employee
• 4 occurrences → Level 1 PC · 5 → Level 2 Written PC · 6 → Final PC · 7 → Termination
• Tardy = 0.5 points · Call-off = 1 point · Leave Early = 0.5 points
• Dr. notes and FMLA do NOT count against the employee
• 4 occurrences → Level 1 PC · 5 → Level 2 Written PC · 6 → Final PC · 7 → Termination
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At/Past Termination
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Final PC Level
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Level 2 Written
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Level 1 Counseling
⏰ Employees by Occurrence Count
Sorted by points (highest first). Dr. notes and FMLA don't count toward total.
📋 Recent Occurrence Log