Scheduling Holidays and Billing and Paying Holiday Rates

Owned by akapteyn (Unlicensed)
Last updated: Mar 22, 2016

Identify Clients who require Holiday coverage and the Caregivers who are willing to provide it. Also, specify if clients and caregivers should be billed/paid the Holiday Rate.

Pre-Requisite: You will need to /wiki/spaces/HCV5/pages/1278346 for your office in the User Defined and Agency Office Modules.

Holiday pay is calculated only on Hourly and Live-In schedules. Holiday pay is never calculated on Per Visit schedules.

DOES THE CLIENT REQUIRE SCHEDULES ON HOLIDAYS?

If yes, the checkbox Holiday Coverage should be checked on the Client's Profile.

  • In the Client Module, select the client's name in the Result column on the left side of the screen.
  • Click the Edit Profile tool in the ribbon.
  • The Holiday Coverage checkbox is in the lower center of the Profile screen. Put a checkmark in the box.
  • Click Save.

SHOULD THE CLIENT BE BILLED THE HOLIDAY RATE?
If yes, the checkbox Bill Holiday Rate must be checked in the Client's Billing Options.

  • In the Client Module, select the client's name in the Result column on the left side of the screen.
  • Click the Billing Options tool in the ribbon.
  • Click the Edit tool in the ribbon of the Main Display area.
  • The Bill Holiday Rate checkbox is in the left column of the Billing Options screen. Put a checkmark in the box.
  • Click Save.

IS THE CAREGIVER WILLING TO PROVIDE HOLIDAY COVERAGE?
If yes, the checkbox Holiday Coverage should be checked on the Caregiver's Profile.

  • In the Caregiver Module, select the caregiver's name in the Result column on the left side of the screen.
  • Click the Edit Profile tool in the ribbon.
  • The Holiday Coverage checkbox is in the lower center of the Profile screen. Put a checkmark in the box.
  • Click Save.

SHOULD THE CAREGIVER BE PAID THE HOLIDAY RATE?
If yes, the checkbox Pay Holiday Rate must be checked in the Caregiver's Payroll Options.

  • In the Caregiver Module, select the caregiver's name in the Result column on the left side of the screen.
  • Click the Payroll Options tool in the ribbon.
  • Click the Edit tool in the ribbon of the Main Display area.
  • The Pay Holiday Rate checkbox is in the left column of the Payroll Options screen. Put a checkmark in the box.
  • Click Save.