Overview
The “Employees” tab is where you can have Employees 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 module. This information can be updated as needed.
The Employee must be entered into the Employee module before they can be attached here.
Detail
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 Code field 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 the Start Date
Enter the End Date
Click Save
Repeat this process as may times as necessary
Add Comment