Payroll - Viventium Integration

In the office settings, under the payroll tab, a section to capture the necessary details for Viventium integration has been added

The Viventium Integration link is available under the accounting menu, within the payroll option

On click of the Viventium Integration link, the user will be navigated to the Caregiver Matching screen

Once the Caregiver Matching screen is loaded, all the active caregivers in the application will be displayed. Also, all the active Viventium employees with their first and last name, the same as that of the Caresmartz360 employees will be matched and auto-populated.

The button ‘Fetch All Records from Viventium’ has been added to fetch all the records from Viventium. This action might take some time. Hence on page load, only those employees are fetched that have been added within a stipulated period i.e the date when the last employee was sent to Viventium up till the current date. The list fetched is then connected and displayed with the active employees stored in the database. This is done to ensure better performance by avoiding the time taken to retrieve the complete list of employees from Viventium.

The Caregiver Matching screen has a Count label to display the total number of records that have been selected by the user.

A checkbox named Add to Viventium has been made available on the caregiver matching screen. On selecting the checkbox and clicking on the save button, the employee data will be sent to Viventium.

Once the employee data is sent to Viventium, the Add to the Viventium option will be removed against that employee name.

On click of the drop-down, the user will be displayed a pop-up that will list all the active employees in Viventium. The user can then select an existing employee from Viventium and map it to a caregiver in Caresmartz360 by clicking on the save button.

In case there is an error while sending the employee data i.e the mandatory fields are missed then a pop listing the employee details will be displayed to the user.

On click of the Staff Matching screen, the corresponding screen will be loaded. All the functionalities specified above for the caregiver matching screen have been implemented in the Staff Matching screen as well.

On click of Paycode Matching, the paycode matching screen will be loaded. Here the user will have the provision to map the earnings/pay items available in Viventium with the pay codes available in Caresmartz360.

The user will be able to view the employee as well as the payroll logs by clicking on the Viventium Log option. The Viventium log screen will have a drop-down for the user to select between employee logs and the payroll logs.

In the Caregiver

The user will be able to update an active caregiver’s phone number in Viventium by clicking on the save button available in the Add Phone pop-up in the application.

The user will be able to initiate the process of sending the payroll data to Viventium by clicking on the Viventium button available on the Finalized Batch screen.

On click of the Viventium button, a pop-up for pay period selection will be displayed to the user

The Start Date, End Date, and the Check Date of the pay period would be the same as that of the service Date and Check Date of the batch.

In case two simultaneous sessions are being used in the application and in one of the sessions a set of caregivers/staff records are sent for syncing into the Viventium and in the other session the user tries to resend the same set of employees, then in such a case, a pop up will be displayed asking the user to refresh the screen.