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
- 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. 
- Create your staff as caregivers - you will probably want to create a different caregiver role in your admin settings first 
- You may also want to create a custom Service Type for the office work. 
 
- Assign those caregivers to schedules in the office client 
- Staff uses the mobile app to clock in/out 
- Approve the visits as normal. 
- 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
- Create a meeting type called Office Work (or whatever you choose) 
- Assign your office staff to meetings every day that correspond to their shift times - 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. - for instance 8-12 and 1-5 
 
 
- Someone manually changes the time of the person's meeting if they arrive late/leave early 
- You approve the meetings 
- 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 
