What do I Need Before I Can Calculate Payroll

The following is required in order to calculate payroll for a schedule in HomeTrak Companion:

Pre-Requisite 1: Actual Hours must be entered in the schedule. Entering a schedule's actual hours can be done automatically if you use the optional Telephony system. If you do not use Telephony, you will manually enter in the actual hours using the Actual Hours Module or by entering the actual time in the Setup a Schedule screen after the visit takes place.

Pre-Requisite 2: The schedules must be finalized. You must finalize schedules in the Finalize Schedules Module before you can run payroll against them. If a schedule has not been finalized you cannot calculate payroll for it.

Make sure you have established payroll rates for any applicable schedules.  When you finalize schedules in the Finalize Schedules Module, a question prompt will ask if you would like to Validate Bill and Pay rates. If you click Yes, the system will check to make sure that billing and payroll rates exist for applicable schedules. If it detects a missing or zero payroll rate for a caregiver, a prompt will ask if you want to edit caregiver(s) without rates. If you choose to edit, you can make adjustments to the rate if needed.

If your caregivers should be reimbursed for any Extra Charge items (Mileage, Errand Miles, Per Diem, Travel Time or Expenses), confirm that the appropriate information for those items exist as Extra Charge items attached to the schedule prior to calculating payroll.