Navigator OT: Getting Started

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Navigator OT will help you determine the risk of classifying someone as exempt.  After users fill out evaluations, a detailed report is automatically produced that explains the risk level, how to lower your risk, and the relevant laws.

We received feedback from our customers that it would be helpful to know what information will be asked ahead of time so they can be prepared to complete the questionnaire in its entirety. As a result, to make answering the questionnaire easier for you, we compiled the following checklist of information we recommend gathering prior to beginning the questionnaire. Please review this blog: Navigator OT Checklist

Navigator OT

Before jumping in, here are a few things to consider:
  • Do you have policy and procedure in place for using the solution each time you create a new position, or to regularly check existing employees and positions?
  • How do you want to organize reviews?  A review is just a batch of one or more evaluations, and you can organize them however you like.  For example, you might want to create a different review for each office, or a new review for each position.
  • Do you want to fill out evaluations yourself or assign them out to others?
  • If you're assigning out evaluations, do you have a plan for internally communicating the purpose of the evaluations before sending them?
  • What steps do you take after receiving the risk report?  For example, do you have a plan for handling high-risk vs low-risk outcomes?  There's more information about the risk report on this page

Navigator OT is designed to help you understand the risk of classifying an employee as exempt or non-exempt. One of the factors used to determine an employee’s classification is the Duties Test, which examines an employee’s job duties. To make using Navigator OT more efficient for you, we wanted to provide you with some insight regarding the job duty information you will need as you work through the questionnaire. Review this blog; Defining Job Duties in Navigator OT for details.