Each caregiver row and what opens from it

The Payroll Center list is the same as the closing list. Each row carries, in this order: “Visits”, the name (which opens her file), “+ Add payment”, the hourly rate (or the range, if there are several), the total hours in the period (all visits, with or without a rate) written to be read, like “55 h 15 min”, and below in decimal, like “55.25”, so that rate × hours matches the total (18 × 55.25 = 994.50), the total paid, the visits in the period, her insurers (the payers of her visits; if several, the first one and “+N”, and all of them on hover), her identifier in your visit system (the code you find her with there) and her status. Nothing opens on the side. Her name (or double-click on the row, or Enter with the keyboard) opens her full file on the same screen, on that payroll’s summary (see “The caregiver profile”). The visits number in her row (“See visits”) opens her visits with totals, as in your visit system’s report: patient, date, time, service, hours, rate and amount, with each patient’s total below its visits and the overall total; with a fixed rate, her included visits say “Included” and below come “Hourly visits to pay” with their paid hours, “Fixed rate” with its amount, and the total to pay with the paid hours and the money; in the Payroll Center they are the period visits as the Payroll Center adds them up, and in the closing those of the prepared pay. “+ Add payment” is for what does not come in the visits: a “Bonus”, a “Reimbursement”, a “Service” or “Approved hours” (a training, a meeting, a missing hour: you type the hours and the reason; if there is a general hourly rate it is used, otherwise you type the rate, which asks for confirmation if it is higher than any of the worker’s rates). Approved hours are an extra for that period: they do not change any rate or any visit from your system. A fixed salary is not added here: it is set in “How they are paid” and is paid automatically every period. Once you have added something in the period, that same column shows how much the added payments come to and a round “+” to add another. In “Visits”, what was added and the fixed salary appear in their group with their name (“Bonus”, “Salary”…), and the total matches the row’s. It asks for the amount, why (“e.g. covered the Saturday shift”) and proof (“e.g. receipt, coordinator message”); it is recorded with your name and enters the open period. Pressing twice does not duplicate it. To remove one, “Void” in her file asks why and leaves it voided, without deleting it. What already went out in a locked pay is not voided: the correction goes in the next period. If the period pay was already prepared, prepare it again for it to enter. With the focus on the list, the up and down arrows change caregiver. Search accepts the name or the identifier.

Related instructions

• Updating the payroll: today’s data →
• The welcome guide: getting Payroll ready →
• The Payroll Center: your pay period at a glance →