Payroll Portal

Administrators can configure, define pay categories, provider rates, paid activities, generate payroll summaries, download, and delete. Versions of the payroll for a pay period can be saved and retrieved on-demand.

 

Configure payroll

Configure Payroll: Define the payroll options at the current location.

 

Define Categories: Define the pay rate categories for the payroll.

 

Define Provider Rates: Defines the rates that apply for each provider for the pay categories.

 

Define Paid Activities: Define activities available to provider that result in additional pay.

 

Specify Bonus: Specify bonus pay for specific shifts.

 

Generate and manage payroll

Approve Schedule: Approve a schedule for payroll purposes

 

Generate Payroll: Generate the payroll corresponding to a schedule.

 

Paid Activities: View and record paid activities for inclusion into the payroll.

Download Payroll: 'Download' the version of the payroll currently selected. An Excel spreadsheet or Comma separated values file will automatically download.

 

Custom Export: Export payroll data for a custom date range.

 

Delete Payroll: 'Delete' the version of the payroll currently selected. The deletion cannot be undone.

 

Show personal payroll: Users who can manage the payroll and are also providers can toggle to the payroll portal page to show their personal payroll information.

 

 

 

  1. Pay period: Shows the schedule period for the payroll summary.
  2.  

  3. Date Created: A time stamp of the date and time will be listed.
  4.  

  5. Created by: An administrator name will be shown in this column.
  6.  

  7. Published: A 'YES' or a 'NO' will display indicating if the payroll summary was published to the providers or not.
  8.  

  9. Details: (Optional) An optional code can be included with the title of the payroll summary.
  10.  

  11. Comment: (Optional) Enter in a description or a name for the payroll summary.

 

 

Note: If payroll is published and a new payroll for the same period is generated and published, this new payroll is added to the system and the previous payroll is no longer considered published.