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Office Staff Payroll

Using CareSmartz to process your staff payroll

K
Written by Kate Lewis

The CareSmartz360 software is primarily designed for you to manage the payroll for your caregivers, but you can also use it for your office staff. There are 2 ways to do this.

Option 1

  1. Create your office as a "client". Use the word "test" in either the first or last name to designate it as your one non-chargeable client.

  2. Create your staff as caregivers

    1. you will probably want to create a different caregiver role in your admin settings first

    2. You may also want to create a custom Service Type for the office work.

  3. Assign those caregivers to schedules in the office client

  4. Staff uses the mobile app to clock in/out

  5. Approve the visits as normal.

  6. You process your payroll

Advantages

  • staff can record their lunch breaks or other unpaid time during the shift

  • mobile app will require that they are in the office

  • mobile app will record the specific time they arrive and leave

Disadvantages

  • staff will have 2 logins: one for their daily work; one for clocking in/out

  • you may pay for the extra "client" (unless you use your 1 free test client)

Option 2

  1. Create a meeting type called Office Work (or whatever you choose)

  2. Assign your office staff to meetings every day that correspond to their shift times

    1. you will need to assign 2 meetings each day for each office staff person: one for morning; one for afternoon to account for an unpaid lunch break.

      1. for instance 8-12 and 1-5

  3. Someone manually changes the time of the person's meeting if they arrive late/leave early

  4. You approve the meetings

  5. You process your payroll

Advantages

  • No extra login credentials for the staff

  • No extra cost to you

Disadvantages

  • No way to verify when they arrived and left

  • More manual adjustments for when people have a need to arrive late or leave early

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