Once payroll profiles are setup for your practice, the next step to payroll is assigning the profiles to providers and assigning pay frequency to providers. CareStack enables you to manage Pay Frequency and Payroll Profiles for each provider. Additionally, users can also lock the Payroll feature using a passcode.
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To assign a Pay Frequency and a Payroll Profile to a Provider, perform the steps below.
- Navigate to the System Menu > select Payroll under Operations.
- Select Providers under the Setup section.
Both the Pay Frequency and Payroll Profile can be set up for a Provider in two ways:
i. Individual setup for a single provider.
ii. Bulk Setup for multiple providers.
If you are setting up for a single or multiple providers, choose the appropriate workflow.
Setup for a Single Provider
Watch this video for a concise summary.
- You will be navigated to a grid with the provider list.
- Select Setup at the right end of the intended provider's profile. OR,
- You can use the search bar to search for the provider and Select Setup.
- In the Setup Provider modal, select the drop-down to set the Pay Frequency as:
- Weekly
- Biweekly
- Monthly
- You can then set a Payroll Profile against a Provider for each location they work at.
- Within Allowed Location(s), you can access the list of locations the provider practices.
- Choose the desired Payroll Profile for the locations.
- The Minimum Guarantee will populate based on what is set in the profile.
To edit the Minimum Guarantee,
- Click the Pencil icon.
- Make the required changes.
- Click tick mark.
- After making the necessary changes, click Save.
- Once the process is completed, the assigned Payroll Profile(s) and Pay Frequency will be reflected on the grid.
| Note: Different payroll profiles can be assigned to a provider for different locations. If no payroll profile is assigned to a provider’s location, the default provider profile will be used to calculate the final amount. The default profile must be explicitly set for the provider. |
Setup for Multiple Providers
Watch this video for a concise summary.
You can also assign Pay Frequency and Payroll Profile to multiple providers as well.
- Select the intended profiles from the grid. Use the dropdown filters or search for providers to get the list of providers you want to setup.
- Click on Bulk Setup at the top right of the provider section.
-
To set a payroll profile against all the selected providers,
- Select Payroll Profile.
- Choose a Profile.
- You can also select Set as default profile, if needed.
- Select Payroll Profile.
To set pay frequency against all the selected providers,
- Select Pay Frequency.
- Choose a Frequency (Weekly, Biweekly, or Monthly). This frequency will be applied to the selected providers across all locations.
- Click Apply.
On the Confirm Bulk Setup modal:
- Review and confirm the pay frequency details.
- To proceed, click Confirm & Setup.
- The new Payroll Profile and Pay Frequency will be assigned to selected providers and their tagged/selected locations.
Configure Payroll Access Control
Watch this video for a concise summary.
Users can create a passcode and lock the Payroll feature to restrict access.
To set up the lock code for the first time,
- Click Set Up Now on the bottom left.
- Enter the 4-digit PIN and confirm it.
- Click on the eye icon to reveal the code and verify.
- Once done, click Set PIN.
To enable or disable the Screen Lock,
- Click Lock Screen.
- Click on the Enable/Disable Screen Lock toggle button to enable or disable it.
To change the PIN,
- Click Update on the Screen Lock modal.
- Enter the Old PIN and NEW PIN.
- Click Save.
- When the Screen Lock is enabled, the payroll feature locks after a specified period of inactivity.
- Enter the PIN to unlock it.
Practices can use this guide to understand how to assign a pay frequency, set up a payroll profile for a provider, and configure a screen lock for secure access to payroll.