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Old 08-01-2007, 11:03 PM   #1 (permalink)
Barb
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I do not understand the boss - lol - and told her so.

So...
When I started working I was given a caseload - about 40 people - and the paperwork was at 49% in terms of completion of screenings, evaluations and service plans.
Ok - fine - I started cleaning it up. They instituted a bonus incentive - if you can get and keep your caseload at 90% in all three areas you get a bonus. I scored the bonus for June - having taken that caseload from 49% to 92% in three months (march, april and may). So I got it up to 100% in June and was awarded the bonus in July (though I"ve not been paid yet). My understanding is that it will be offered for July as well, to be paid in August. Then the company is changing hands.

Meanwhile my boss's boss comes to me and says that the "connective" caseload is not being managed well and is at 50% though the clinician has been working it for a year now. She feels he's not really capable of doing it and was basically asking me to switch caseloads with him and clean up his mess!
She flattered me with all the "you've done so well, we know you can do it, you're so good at this" blah blahbede blah, that I need less supervision etc etc.

But I had to say to her basically what is in it for me? I worked my tail off for 5 months getting my caseload to 100% so I can maintain it. I know my clients well, they know and trust me. We have therapeutic rapport. I do 3-10 assessments and service plans a month and I keep up on the paperwork now and its maintaining - its very calm, Its do-able and I like my team. Why in the world would I go to a team of one (its a loner position - you answer directly to the Clinical Director, no teammates - larger caseload but less ill people but the paperwork is at 50% ??? what a mess! again?!?!).
So why in the world would I walk away from my tidy caseload (that I worked my tail off to clean up) of people who trust me and are doing well and my BONUS for the next two months and walk into a caseload that is a total disaster???

I don't understand her - I mean, I guess I do - she needs the mess cleaned up and she knows I can and would get it done and get it done quickly and she would look alot better in HER supervisors eyes. But what is in it for me? I hate to say it but dang thats just silly. I can't give up a significant amount of money in a bonus that I've earned to walk into a position where there is no way I can earn the bonus while its still being offered and where I"ll have to work three times as hard to get the caseload organized .

I told her that if the bonus disappears with the contract changeover Sept 1
I'll consider it - and I'll understand if she decides to ask someone else in the meanwhile. She also knows I want to promote and move into a coordinator position or the training dept so it would be basically her using me for three months to clean up the mess - and it would stress me out.

UGH. Ok, rant over. I really just need the contract changeover to happen and apply for higher level positions to get myself out of dodge. lol
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Old 08-01-2007, 11:17 PM   #2 (permalink)
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Wow - you stood strong and I admire that. I don't post much but I read a ton. Your transition from a WAHM to a WOHM seemed to have gone very smoothly. You walked confidently right into a career. And now you are making solid decisions.
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Old 08-02-2007, 01:57 PM   #3 (permalink)
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well, I understand both of your views. But switching you to a problem area no matter your loss of bonuses is a normal corporate thing to do and you have no control over it. If someone is in sales and excels in one geographic area they are frequently moved to smaller and smaller or more problematic areas - despite what it does to the sales person. Management view is not what it costs you but what it improves for them.

So sorry. And glad you spoke up. GL.
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Old 08-02-2007, 02:11 PM   #4 (permalink)
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Good for you.

Hope it works for you. How'd she take it? IME generally these are not requests - you're told that you are moving to y position.
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Old 08-02-2007, 05:00 PM   #5 (permalink)
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This actually was a request
but the good news (or bad news lol)
is that the bonus disappears as of this month so if she wants me to move over I'll not be losing money and would do it for them . And i told her so
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Old 08-02-2007, 05:28 PM   #6 (permalink)
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Can't they get you the bonus $ you already earned at least? How about a review too?
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Old 08-02-2007, 05:46 PM   #7 (permalink)
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I'll get the June bonus, probably in this next paycheck and if there is a July bonus I'll get that too.
I'm not due for a review - I had one at 90 days and they do them annually after that. I wont' be up for a cost of living and/or merit increase until January.
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Old 08-02-2007, 07:03 PM   #8 (permalink)
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Yes but you could argue that you're do one with a position change.
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