Payroll Rates - Setup a Payroll Rate
- In the Relationship Management Module, select the Caregiver for whom you want to setup a Payroll Rate, so their information is displayed on the screen.
- Click the Scheduling Setup tool and select the Payroll Rates tool to display any current payroll rates. (A blank screen indicates that no payroll rates are established for this caregiver and the system will instead use the payroll rates setup in the Agency Office Module.)
- Click the Add tool.
Field | Explanation |
|---|---|
Valid From/To | By default, today's date is the Valid From date. There is no need to change the dates unless there is a specific time frame this rate should be valid. The rate is valid from 12:00am of the From Date through 11:59pm of the To Date. |
Rate Type | Choose the correct Rate Type for the payroll rate you are entering. |
Call Type | Choose the correct Call Type for the payroll rate you are entering. |
Client (optional) | Leave this field blank, unless this payroll rate is to be used only when the Caregiver is working with the specified Client. In most cases, this field should be left blank so the system will pay this rate regardless of which Client the Caregiver is working with. |
4. Now click the Edit All tool in the Shift Summary panel to add the Rate. Click Save.
5. Click Save to close the Payroll Rate screen.
When Payroll is calculated, the most specific rate available will be chosen (i.e. Client-specific first, then Call Type-specific, then Rate Type-specific).
If multiple matching Payroll Rates with overlapping effective dates are found when calculating Payroll for a Schedule, the Rate with the tightest effective date range is used.