ADP EasyPay Setup

HomeTrak Companion payroll can be interfaced with ADP EasyPay by means of a report. HomeTrak  Companion can be setup to create an ADP EasyPay report of posted payroll. This report  is imported to ADP EasyPay for use in creating your company's ADP EasyPay payroll.
The ADP EasyPay interface must be set up in the Agency Office Module before it can be used.

Setup:
In the Agency Office Module, click on the Settings tool and select Payroll Settings. Click on the Edit tool and select ADP EasyPay as the Primary or Secondary External Payroll Package. Click Save.

While still in the Agency Office Module, click on the dropdown arrow of the Interfaces tool in the ribbon. Select ADP EasyPay, then click the Edit tool to complete the setup:

Earning and Deduction Department codes for mileage, errand miles, expenses and travel time must be entered in the appropriate fields.

There may be times when Workers' Compensation rates may vary depending on the different types of work (call types) your company provides. If your Workers' Compensation rates vary, do may need to utilize departments.

If your ADP representative has advised that you should use departments, then you will need to indicate this in HomeTrak Companion. To do so, check the Department checkbox. You must enter a department code for each call type in your system. Use the Add, Edit and Delete buttons in this section to enter and maintain the Department Codes for the Call Types. In most cases, a department will consist of a two-digit numeric code followed by a short description. The total length of the department cannot exceed 15 characters. If you have questions about departments, contact your ADP EasyPay representative.

If the Department checkbox is blank, this indicates that you are NOT using departments, and department descriptions should NOT be entered in the Call Type Department codes section.

Additional setup is required on the caregiver records. The ADP EasyPay ID must be entered in the Caregiver's Profile in the Caregiver Module. In the External ID section, click the Add tool, add 'ADP EasyPay' in the Type field and the four-digit numeric ID in the Value field. Click Save.  (If you have questions about creating an ID number for a caregiver, contact your ADP EasyPasy representative.)
  

Running the Interface to ADP EasyPay program

After the required setup is completed, you will see an Export to ADP EasyPay tool at the top of the Payroll Module screen.  Click the tool to initiate an export of your posted payroll.