Once payroll profiles are set up for your practice, the next step is to assign the created profiles and link 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.
Let's get started.
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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; Single or Multiple.
Setup for a Single Provider
Watch this video for a step-by-step explanation.
On the the list of Providers:
- Click Edit at the far right of the desired provider's profile.
| Tip: You can use the search bar to quickly locate the intended provider. |
- In the Setup Provider modal, set the Pay Frequency on a Weekly, Biweekly, or Monthly basis.
- 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 where the provider practices.
- Choose the desired Payroll Profile for each location.
- You can set a Minimum Guarantee Amount by clicking the pencil icon, if needed.
- Click Save.
| Note: The Minimum Guarantee Amount configured here will override the overall value set in the profile. |
- Once the process is completed, the assigned Payroll Profile(s) and Pay Frequency will be reflected on the grid.
- Click on the arrow to expand the drop-down where you can view the location-wise breakdown.
| Note: Different Payroll Profiles can be added against a provider for different location. In case no payroll is assigned to a provider's location, the Default Payroll Profile will be used to calculate the final amount. The Default Payroll Profile has to be explicitly set against the provider. |
Setup for Multiple Providers
Watch this video for a complete understanding.
You can also assign Pay Frequency and Payroll Profile to multiple providers at one go. Let's see how!
- Select the intended profiles from the grid.
- Use the filters or search bar to quickly locate the intended providers.
- Click on Bulk Setup at the top right.
To set a payroll profile against all the selected providers,
- Select the Payroll Profile box.
- Choose a Profile.
- You can also select Set as default profile, if needed.
- Click Apply.
To set pay frequency against all the selected providers,
- Select the Pay Frequency.
- Choose a Frequency (Weekly, Biweekly, or Monthly). This frequency will be applied to the selected Clinicians 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
Dive deep with this detailed walkthrough video.
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 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 gain a clear understanding of how to assign a pay frequency, set up a payroll profile for a provider, and configure a screen lock for secure access to Payroll.