Browse staff and their profiles

Workers initially shows active staff. Roster disciplines identify RN, LPN or LVN nurses in the directory and profile; in “Filters”, the Nursing type finds them. Until you choose a status in “Filters”, the list shows active people without adding any tag; choosing a status shows that one; search and “Pending only” find anyone, whatever their status. “Filters” also filters by insurance and hourly rate; the list has the “Insurance” and “Identifier” columns. There are two ways of getting paid: field caregivers are paid per visit with each patient’s rate; nursing (RN, LPN, LVN) and internal staff are paid what you declare. “How they are paid”, the row button, has four answers: Fixed salary (per period of their calendar), Hourly, Per service (no fixed amount: each payment is recorded as a separate “Service” payment) or Not paid through Payroll (stays in your directory, but their visits are not paid and ask for nothing); and, except for the last one, their calendar. A nurse arrives with the report like everyone else: as soon as she is detected, her row says “Confirm calendar and pay” (or only what is missing) and her work stays pending in the pay until you declare it. With a fixed salary, every period the system adds her salary line on its own; if she joined, changed or left mid-period, she is paid proportionally to the days in force, and you decide the date. The first date it applies from cannot be in the future or inside an already paid period of their calendar. If you change their calendar, the days a closed payroll already paid are not paid again. Her nursing visits are not paid per visit. Approved hours, bonuses and reimbursements remain separate payments for everyone. Calendars: the first one you declared is your field caregivers’ calendar and they are paid through it on their own, without assigning them; it can be weekly, every two weeks or monthly. For the office or nursing you can use that same one or create another with its own rhythm; if they share a calendar, one payroll is closed per period. In Pay rules each calendar says how often it pays and who is paid through it. Internal staff are terminated in their file, under Employment, with their last day: they are paid through that day and the termination can be undone (you are asked to confirm). The termination date cannot fall inside an already paid period of their calendar or before they started working. Nobody terminates themselves (or undoes their own termination): someone else on the team does it. A terminated person cannot be chosen to give them access to Payroll. If you set their last day ahead, they stay «Active · leaves on MM/DD/YYYY» until then, and from the next day they no longer sign in to Payroll. If they come back, «Set return date»: between their last day and the return they are not paid and cannot sign in; from the return, they are. Undoing a termination with an already closed pay in between tells you which days remain unpaid (pay them with a separate payment). Hours or separate payments in a period that goes past their last day ask for confirmation. If you added them by mistake and they have nothing in Payroll (no work, no payments), their record offers «Delete»; with anything, only the termination. Caregivers and nursing are terminated by your main system. Active describes employment status, not rate confirmation; missing visits to confirm are indicated below. A single active employer calendar applies without an individual assignment. If a calendar or its assignments change, recalculate open payroll runs before approving or locking them. If already submitted or approved, use Return before recalculating. Locked runs retain their history. Use filters to find field caregivers, internal staff, inactive, on-hold or terminated people. Search by name or code. The main system’s status is preserved and does not delete historical visits. Select a name to open the profile. A row with a pending rate opens the rate-confirmation window, the same one as the Payroll Center, over the list; the “Confirm calendar and pay” label opens the how-they-are-paid window directly, without going through the profile: the row stays in view and, once confirmed, it moves to the next one. For caregivers, View patients and rates opens their cases to confirm each rate. On a phone and on a tablet, upright or sideways, the Payroll menu sits at the bottom, like an app, and the whole page scrolls (the Payroll Center list has no scroll of its own); the top keeps the logo, the page buttons and search, notifications and your account. On a phone, search and “Filters” share one row; on a phone and on a tablet each person shows as a light card (two columns on a tablet) (name, type, code and, if anything, what is missing), and the rest — including a caregiver’s patients and rates — opens by tapping the card, in the profile; on a phone the list has no buttons. “Add internal staff” opens at once and registers your office staff; there you declare their rate and choose their pay calendar among the company’s calendars or create a new one without leaving the form. The calendar says how often they get paid and which days go into each pay; if the office is paid on different dates than the caregivers, each group has its own. Caregivers arrive from your main system. Internal rates use their own form.

Payroll period

Browse staff and their profiles

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