The fourth tab in the Office Settings will allow you to configure your Payroll settings. It is important that you do this before you start scheduling. Remember - from the alerts tab - you must have Overtime limits set so that the alerts can happen if they are reached when scheduling.
The first section allows you to enter your ADP ID. This only needs to be populated if you are using ADP WorkForceNow as your payroll processor.
In this next section, you can configure the weekday on which your payroll period will begin. You can define the start time, which defaults to Midnight (00:00). Once your first payroll is processed, this field becomes locked to editing. If you need to make a change, please contact Support, and they can file a ticket to have the time changed for you.
Frequency of Payroll is next. Your choices are Weekly, Bi-Weekly (every other week), Semi-monthly (twice a month), Monthly and Quarterly.
You can also select whether you will split the payroll on the week day & time - this means, if a shift crosses the cut off, it will be split at that point. e.g an overnight visit on Sunday will be cut for payroll at 11:59:59pm, and only the portion before midnight will be included in that payroll period. There will be a time selection on the payroll screen if you need to override at payroll processing.
Apply to Invoice as well as Payroll means that billing screen will also have the option for time selection for the same work flow.
Require Social Security Number - checking this box will make the SSN field mandatory in Caregiver Profile creation and upon edit.
If you use PayChex Flex as your payroll processor, then you can click on Paychex Authentication to configure that connection.
Clicking the green button will open a pop up for you to enter the Username, Password, and DisplayID for Paychex.
If you use Viventium as your payroll processor, the you can click on the Viventium Authentication top configure that export file.
Clicking the green button will open a pop up for you to enter the Viventium Username, Password, CompanyID and Division Code.
If you are using Activated Insights (formerly Home Care Pulse), you can enter your agency key in the next section:
If you use PayCor as your Payroll processor, you can ender your Client ID in the field provided.
Next, you can enter your overtime thresholds and multipliers as required by your local labor legislative standards. Please note that if you do not enter overtime thresholds and mulitpliers they will be be available for alert or calculation.
Next, you can opt in to splitting overnight shifts at 11:59:59 pm.
Finally, if you pay your caregivers for travel between client visits, you can configure the distance, time and rates in the Travel Time section. Please note, that this is distinct from mileage reimbursement as an expense.
Once you have made your selctions, please remember to click the green Update button to save your changes.