Reconciliation is the ability for departments to 'reconcile' a plan with reality, by indicating if a particular planned change has actually occurred or not. For example, if a departure was planned, did this actually happen?

Each planned change has an Anticipated Date associated with it. Over time, these dates will become stale, meaning they are before the current date. In this case, these planned changes should be cleared out. Instead of simply deleting them, having departments indicate if the plan was on target helps both departmental and Medical School leadership better understand the accuracy of the forecast.

Note: If the planned change did not YET occur, do not reconcile; simply revise the Anticipated Date and save the planned change.

There are multiple parts to this Reconciliation functionality:

• Highlighting on the List indicating which faculty or placeholders have one or more planned changes needing reconciliation
• A Reconcile button on the Detail page's planned change, to do the reconciling for the associated planned change needing reconciliation

Note: any planned change can be reconciled, even if it is not past its Anticipated Date. The functionality works the same, however for the purpose of this help document, only planned changes past their date will be discussed.

Once you successfully reconcile a planned change (answering Yes or No), it will spin around, turn gray, and be labeled as Reconciled. Also, if this was the last (or only) planned change for a placeholder, the placeholder will be automatically soft-deleted (hidden, but no data loss) to avoid cluttering the List.

List Page

If a faculty or placeholder has at least one planned change that is past its Anticipated Date, the specific planned change needing reconciliation will be red. Clicking on the faculty or placeholder card will take you to the Detail page, where you can reconcile that planned change.

The List can be filtered to just show those planned changes needing reconciliation, by using More Filter Options (near the Search box) and selecting the "Needs Reconciliation" checkbox. This allows you to more quickly see which planned changes need reconciliation.

Detail Page

The Detail page is where you can take action on planned changes needing reconciliation. Each planned change past its Anticipated Date will be identified in red with a red Reconcile button and message at the top.

NOTE: if the planned change did not YET occur, do not reconcile; simply revise the Anticipated Date and save the planned change.

Clicking the Reconcile button will display a small window asking if the planned change occurred or not. You have the following options:

• Yes, the planned change happened: select the Yes button, and answer the questions that follow (which vary per the type of change)
  
  • New Hire: identify who was hired and confirm why
  • Departure: confirm why they left and optionally where they went
  • Change in Track/Rank: select the appointment related to the change
  • Change Clinical Location/Activity: how will your department handle the change
  • Retention: (none additional)
  • Other: (none additional)
    
    
• No, the planned change did NOT happen: select the No button, and optionally leave a comment
  
  
• Reconciling planned changes on placeholders will also ask for the real faculty member for which the change occurred.
  
  • In this case, the planned change will be moved and reconciled on the real faculty member, not the placeholder.