Open topic with navigation

How to configure payroll

The payroll summary can be set up within the 'Payroll portal' and 'Scheduler portal'

Specify the options

Configure Payroll

Categories

Define Pay Categories

Define Provider Rates

Define Paid Activities (Optional)

Paid Activities (Optional)

Specify Bonus (Optional)

Generate Payroll

Custom Export (Optional)

Configure Payroll

• In the 'Payroll portal' click on 'Configure Payroll' from the menu

• Specify the options for the payroll

• Pay period duration (required)

 

• Handling of hours for shifts that span more than one payroll (required)

• After selecting your options, click ‘Save’ to continue.

Categories

• Create 'Categories' for shifts and hours that are paid at different rates

 

• Click on the ‘Scheduler’ tab

• Note: You’ll need 'Location Admin' privileges to access the ‘Categories’ screen
  

 

• Then, select ‘Categories’ from the ‘Customize schedule’ section of the menu

 

• The 'Add Category' button is located within the 'Categories' page. The 'Summary categories' window will open. Here you'll be able to enter in the 'Category type', 'Name', 'Statistic type', and 'Shifts'. An unlimited number of categories can be defined.

 

• Now, click on the ‘Add Category’ button to add an hours or shift category for the payroll portal.