§ Client Schedules must be correctly added to application– see
§ Creating a Schedule
§ Client Schedules must be Assigned to a Carer– see Assign a Carer to Client Schedule
§ Wage Charts must be configured on the application–see Wage Charts
§ Wage Charts must be linked with every Carer on the application
§ Tasks must have a status of Completed or Cancelled but Send to Payroll for them to be included in Payroll. Tasks can be completed in any of the following ways (see Plan Board):
§ Automatically
§ Manually by the user
§ By the Carer using the IVR system
§ Tasks must have a status of Billing Confirmed to be included in Payroll. Please refer to the
§
§ To Confirm section of this document. Tasks can be Confirmed:
§ Automatically (this happens when a Task has been completed and the duration is as was defined in the Schedule– taking into account the grace period).
§ Manually (in the cases where the actual duration of the Task differs to that of the scheduled duration, the Task must be manually confirmed)
Once Tasks have been Completed and Confirmed, you will be able to generate Payroll which will include those Tasks.