Updating a job outcome tracker with an end date
Overview
If a participant finishes employment with an employer, Aptem will retain the projected earnings up to the end date of employment that has been entered into previous the job outcome tracker. If a participant starts a new job, Aptem will take the earnings up to the end date of employment from the previous job outcome tracker and recalculate the projected achievement dates using the new employment start date, entered into the new job outcome tracker.
If none of the milestones have been achieved, the projected achievement dates of both milestones are recalculated. If the first milestone has been achieved, the projected achievement date of the second milestones is recalculated.
In case the participant changes jobs multiple times, this process can be repeated each time.
Update job outcome tracker
To update a job outcome tracker and the projected dates of a participant's financial milestones, please follow the following process:
- Find the participant that you wish to update via the participant search grid.
- Use the dropdown under the View column and select Trackers.
- Navigate to the 'job outcome tracker' that you wish to edit. Click the options icon ⋮ on the far right, under the Actions column, Select Edit.
- Add in the end date of employment.
- You may wish to add a note to the tracker stating the reason the job has ended prior to the achievement of the milestone(s).
- Once you have added the end date of employment, change the status of the tracker to closed and click Save.
- If a participant secures a new job, please follow the process of creating a 'job outcome' tracker type. See details here: Creating a Job outcome tracker.
Once a new job outcome tracker has been created for a participant, this new outcome tracker will calculate the new projected date(s) for the achievement of either both financial milestones if neither have been achieved or the second milestone only.
Note: A participant who changes employed jobs multiple times will only have two milestones attributed to them up to the point where they have both been achieved. The length of time to achieve one or both milestones will be dependent on their total earnings at the end of the previous job, the rate of pay of any subsequent job, and the hours per week of any subsequent job.