Payroll Settlement
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      3. Payroll Settlement

      Create and View Payroll Settlements

      This feature allows you generate payroll documents that you can then send to a third party vendor and import into their system.

      If you use ADP as your payroll provider, please click here: 

      Create Payroll Settlements:

      To generate a new payroll settlement, please follow the steps below:

      1. From the Main Menu, navigate through the following: OPERATION > Payroll Settlement

      This will pull up a page where you can see the hours your employees have worked. These are the hours that we will be using for payroll.

      The visits that appear here are visits with the following schedule status:

      • Worked
      • Approved
      • Timesheet Generated
      • Ready for billing
      • Billed
      • Canceled
      • Orphaned

      2. To generate payroll, first select the Employee & Date Range that you want to prepare a payroll settlement for, and then hit the blue Refresh refresh arrows.

      3. Then, to prepare a settlement for your chosen clients and dates, select the Generate Payroll button at the top left-hand side of screen.

      4. This will download a CSV (Xcel spreadsheet) file. This CSV is the settlement that you can give to your payroll Vendor

      You can only generate a payroll settlement from this page once. Click here to see how to regenerate a settlement.

      View Payroll Settlements

      To view a payroll settlement after generating it, please follow the steps below:

      1. From the Main Menu, select the following: OPERATION > View Payroll Settlement

      This will open up a page where you can see the payroll settlements your agency has generated.

      2. In this page you can search for an individual settlement with the columns at the top of the page.

      If you would like to see you pay roll separated out into different months, please set the "Split Month" radial to "Yes".

      3. After finding a payroll settlement, you expand it with the green plus icon Green_Plus

      This will show you a list of the hours and rates that are included in the payroll settlement you prepared.

      Download Payroll

      After locating and expanding the the payroll you want to work with, there are two download options.

       Download PDF

      Click in the blue text that reads: Payroll PDF.

      This will download your payroll settlement as a PDF.

       

       Download CSV

      Click in the blue text that reads: Payroll CSV.

      This will download your payroll settlement as a CSV.


       

       

      Edit Payroll

      To edit a payroll roll settlement after generating it, we will need to edit visits your employee worked and then regenerate the payroll. You can make the following changes to an employee's visit from these pages:

      Change Worked Hours - Schedule Approval
      Change employee information - Employee profile
      Change Employee Payroll Information - Payroll tab in employee profile
      Change visit procedure code - Add/View Service Auth.

      After making the changes you need, head back to the View Payroll Settlement page, locate the payroll you just edited and expand it. 

      At the bottom of this expanded view is a button titled: "Regenerate Payroll"

      This button will regenerate the payroll settlement and include the information that you edited. This way you will have an up to date version of the payroll settlement.