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Overview

The “Employees” tab is where Employees are listed with all the relevant information for that specific Customer. Employees must be attached to the Consumer before they can be paid in the payroll Payroll module. This information can be updated as needed.

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To connect the Employee to the Consumer. While on the Employee tab of the Consumer module:

  • Click Insert

  • Arrow down in the Employee field and select the desired Employee Name

  • Complete any additional fields

Required field may vary based on customization completed in the Management module App tab. Talk with your Database Administrator to find out all required fields for the program.

  • Click save

Repeat this process to add as many Employee’s as needed.

To add a Codes/Rate for the Employee/Consumer combination. While on the Employee tab of the Consumer module:

  • Click on the desired Employee

  • Navigate down to the Codes/Rate tab at the bottom of the screen

  • Right Click in the white space

  • Click Add

  • Arrow down in the Codefield and select the approved code for this Employee

All Service Codes are customizable in the Management module. A service code must first be Inserted on the Service Code tab in the Consumer module before it can selected as an option here on the Codes/Rate tab.

  • Click in the Rate field

  • Type in the approved Pay Rate

  • Enter theStart Date

  • Enter the End Date

  • Click Save

Repeat this process as may times as necessary