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      Pro Multi-Skillset

      Posted by Yoda on Jan 25, 2022 11:18:04 PM
      Yoda

       

      This article describes the various processes for pros with multiple skillsets; including standard and company pros.

      Standard Pros

      Pro/Property Matches

      Company Pros

          MaxCap Calculations

          MaxCap Adjustments

          Variable Pay

      Schedule Board

      Standard Pros

      We now store the incentive pay percentage across the market, not on the individual bookable resource page. When a pro is eligible for incentive pay, the percentage they receive will be based on the Work Order Type. 

      Here is the example of incentive pay for CLT: 

      Ex: If a painting pro who is eligible for incentive pay completes a maintenance WO, they will receive an extra 10% on their pay for that WO. WO Type = Incentive Pay Percentage 

       

      Pro/Property Matches

      When creating a new property match, you can select additional skillsets beyond the primary skillset. When selecting the additional skillset(s), the pro will now be available to be scheduled automatically from the portal for those skillsets. The additional skillsets that will available options come from the secondary skillsets field on the bookable resource record. 

       

      Additionally, the pro will now show under each skillset availability grid from their primary and secondary skillsets. 

      Example: if the pro has a primary skillset of painting and you match them for painting and cleaning at a property, the pro will show under the paint and clean tab in their availability grids on JPs for that property. 

       

      Company Pro

      A company has the ability to create/manage crews from their crew app. Each crew has the option to have a 'skillset' and a 'MaxCap'. The skillset of each crew directly maps to the secondary skillset of the Bookable Resource. 

      Example: 

      • Company Jo is a company with a primary skillset of painting
      • Company Jo creates a crew for painting, cleaning, and carpet cleaning.
      • Looking at Company Jo's bookable resource page, I see the secondary skillsets of cleaning and carpet cleaning are already selected 

      Image

       

      You can see details about the crews on the Bookable Resource page under the "Crew" tab. 

       

      MaxCap Calculations:

      When they create a crew, Stella will create a "parent crew". This parent crew holds the details about the MaxCap, variable pay, and MaxCap daily adjustments for each skillset for the company.

      **The parent crew is not adjusted from Ops team. If the parent crew needs variable pay adjustments, reach out to Tech/Manager.

      Example:

      Company Jo has a bookable resource MC of 3. 

      Company Jo has 2 painting crews:

      • Paint Crew A -- MC: 2 
      • Paint Crew B -- MC: 4

      The Total MC for Company Jo painting = 6

      Company Jo also has 2 cleaning crews:

      • Clean Crew A -- MC: 5
      • Clean Crew B -- MC: 6

      The Total MC for Company Jo cleaning = 11

      Company Jo does not have a resurfacing crew. 

      The total MC for Company Jo resurfacing = 3. (This number defaults to the BR MC if there is no associated crew). 

       

      MaxCap Adjustment:

      A company can adjust the MC for a specific day for a specific skillset. They do NOT use time off requests, rather they use MaxCap daily adjustments. 

      Example:

      Let's use Company Jo painting from above. The total paint MC = 6 so that is what you see on the availability grid. 

      • Company Jo makes a daily MC adjustment for painting on 1/26 where MC = 3
      • When you look at the availability grid for Company Jo painting on 1/26, you will see MC = 3. 
      • When you look at the availability grid for Company Jo painting on 1/27, you will see MC = 6 again.

      You can see details about the Company's MaxCap Daily Adjustments on the Bookable Resource page under the "Work Hours, Availability, and Capacity" tab

       

      Variable Pay:

      The variable pay percentage is stored on the Parent Crew record. A painting crew may have a different variable pay percentage then a cleaning crew. Let's continue with Company Jo example from above.

      Company Jo has the Parent Crew for paint with a variable pay of 10%. They also have a Parent Crew for clean with a variable pay of 5%. 

      • Paint Crew A completes a paint WO. They receive an extra 10% on their pay.
      • Paint Crew B completes a paint WO. They receive an extra 10% on their pay.
      • Company Jo completes a paint WO. They receive an extra 10% on their pay. 
      • Clean Crew A completes a clean WO. They receive an extra 5% on their pay. 
      • Paint Crew A completes a clean WO. They receive an extra 5% on their pay. 
      • Paint Crew A completes a resurfacing WO. They do not receive any extra on their pay. 

      The variable percentage is calculated based on the WO type, not the crew's skillset. Additionally, if no crew is assigned, the variable pay will still calculate for the company if they have variable pay for that skillset.  

       

      Schedule Board

      On the schedule board, you will be able to see if a pro has secondary skillsets by clicking on their name. Once you click on the name, the details pane on the right-hand side will list the secondary skillsets they have on their bookable resource page. 

      Topics: Operations, Pros, Companies, Standard pros