Upload files and see how they were processed

Uploads has two columns. On the left, “Upload the period”: at the top the selector with your field caregivers’ calendar (the one from your visit system; never the internal staff one): the cycle in progress and every ended cycle you have not closed yet, even if it has nothing yet, since the day your company pays with Leymax. It opens on the oldest cycle not closed or, if there is none, on the one in progress, and you can choose any other from the list (what you choose here is what the Payroll Center opens). Below, its four reports, in order: Caregivers (“List of Caregivers (Ent)”), Visits (“Visit Report”), Prebilling (“Prebilling Review”) and Rates (“Caregiver Rates”). Each file goes in as soon as you drop it: drop the four at once or choose each one; Payroll recognizes which it is, puts it in its slot and processes it; if it is not that report or has no day of the chosen cycle, its slot tells you why and it does not go in. A report that covers the whole cycle or part of it counts even if it brings extra days: this cycle’s part is used, the slot tells you what dates the file covers, and the other days count when you upload their cycle. There is nothing to confirm and no process button. What Payroll already has for that cycle shows as done, with the file and the date it came in, and you can always “Upload another”: if it is the same file, nothing is duplicated. Visits only count if the report was pulled today: if it is from another day, the slot marks it as out of date and asks for today’s; once the cycle has ended, the one pulled after its last day counts. The caregiver list and the rates count even if they are from before the cycle; if so, the slot says it in case something changed. “How to get it” opens the steps to download it from your visit system, with the dates already filled in. At the bottom, one line says what the cycle is missing, or that it already has its reports; the pay is prepared in the Payroll Center. On the right, the history: every file that came in (the prebilling too), grouped by pay period and, within it, by type. What you upload here goes to the period you uploaded it to (the one you chose at the top); the caregiver list, which has no dates, and what the connection brings, to the period of the day they arrived. Each file shows with the date and time, whether it arrived through the connection or was uploaded by hand, and its status. Only the most recent period is open. Visits and amounts are not counted here: what goes into the pay is worked in the Payroll Center. “Retry” only appears where something could not be processed; uploading the same file again duplicates nothing.

Related instructions

• While reports are being calculated →
• If processing is interrupted →
• Which visits appear in the pay cycle →