Other Setup
Created by: Peter Brown
Modified on: Wed, 24 Jan, 2024 at 3:56 PM
Other Payroll and Billing related configurations for Staff
- Max Hours For Day - Set a limit as to how many hours a single staff member may be scheduled for sessions in a single day
- Max Hours For Week - Set a limit as to how many hours a single staff member may be scheduled for sessions in a single week
- ADP Employee ID - Designate ADP ID which can appear in payroll-generated reports
- Provider Level - To be updated
- Custom2 - Any information added here can be added to custom reports
- Custom3 - Any information added here can be added to custom reports
- Custom4 - Any information added here can be added to custom reports
- Custom5 - Any information added here can be added to custom reports
- Custom6 - Any information added here can be added to custom reports
- Highest Degree - Highest Education completed
- External Software ID - Can be added to reports to help file exports and upload
- Checkbox Options -
- Is eligible for paid time off - PTO will be calculated in payroll reports if this is selected
- Exempt Staff - Select if staff is exempt/salaried, used for payroll
- Gets paid holidays - Holidays will be calculated for pay in payroll reports if this is selected
- Is Parttime - Select if staff is designated as a part-time employee
- Is Contractor - Select if staff is not W2 staff
- Prevent Provider Render Without Notes(for catalyst users) - Will prevent session transfers to Catalyst if this provider does not complete notes
- Tax Type/Box 24J/ID - Change the ID Qualifier for billing and data inside Box 24J whenever this staff is batched for billing. Drop-down option for ID Qualifier are, but not limited to - ZZ, 0B, 1B, G2, etc.
Peter is the author of this solution article.
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