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Getting started and day to day
Find setup instructions, everyday steps and troubleshooting guidance.
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7 articles
Getting started and day to day
Updating the payroll: today’s data
Payroll has a single button: “Update payroll” if the period’s data is not from today; once it is, the step that comes next.
Read instructions →Getting started and day to dayThe welcome guide: getting Payroll ready
Three steps, one at a time; what you do is saved and you can stop whenever you want.
Read instructions →Getting started and day to dayThe Payroll Center: your pay period at a glance
Who you pay this period, who needs you, and the button for the pay’s next step.
Read instructions →Getting started and day to dayWhat each caregiver status means
Ready to pay, or what is missing for it to be, in plain words.
Read instructions →Getting started and day to dayEach caregiver row and what opens from it
One row per caregiver: File and Visits, her name, + Add payment, total, rate, visits, identifier and status.
Read instructions →Getting started and day to dayThe caregiver profile
It is only about her: her summary, patients and rates, employment, tax identity, what she has been paid and who changed what.
Read instructions →Getting started and day to dayThe pay calendar
Two answers, once; the periods are generated by themselves.
Read instructions →