Notify Clinicians Not Hitting Minimum

After each payday, clinicians who do not meet the Caseload Minimum Policy should be notified using the form below. However, this form is not required for clinicians who are currently on leave. Before sending the notice, please consider the following:

  • Check their TN calendar to confirm whether they were on vacation.  They should have, at least, blocked off their calendar with some sort of description, such as vacations or trainings.  If they were on vacation or attending training, etc., we wouldn't send them a notice.
  • Review their PTO hours to account for any sick leave.  If they were out sick, we wouldn't send them a notice.

How to run a report in Paylocity

A report is scheduled to be delivered to Mike's email 1 day after payroll.  The report is titled 'Hours Worked for Payroll (most recent pay period)'.  

Caseload Minimum Notice