Example:

Your Carry Over from the previous day is 298, and your Skip Rate is 463. Starting with 298, you add the first team’s closing total, which is 94 for today. 298 + 175 = 392, not enough to reach your Skip Rate. The next team’s total is 33. 392 + 33 = 425, still not enough, but close, so we start adding by employee totals. The first employee’s total from the next team is 22. 425 + 22 = 447. The next employee’s total from that team is 31. 447 + 31 = 478, which is over the Skip Rate of 463. You will make your first pull from this employee’s closed work.

Put a check mark next to that employee’s total on that Team’s Rollup sheet.

If you have more than one pull, subtract the Skip Rate from the total you came up with in Step 15 to determine your carry over for the next pull. Write that number next to the checkmark.