The article explains on how to process payroll and route it for submission process.
This is the 1st step in processing staff/provider payroll.
How to Navigate the Payroll Processing Tab?
Navigate to the Payroll tab on the left. Click on Processing Payroll under the drop-down option.
- Click the Processing Payroll (Step-1) category to start the process.
- Use the "Filter By" option to select between:
- Pay Period: Let the user select from different pay periods.
- Date Range: Let the user select the date range.
- Depends on what the user selects in the Filter By option -
- For Pay Period, choose the payroll submission period from the list.
- For Date Range, select the date range.
- For Pay Period, choose the payroll submission period from the list.
- Select the staff members from the list to process payroll, then click the View button. This step applies to both selecting a pay period or a date range.
- Click the Download icon on the top right to download the payroll processing list in CSV or EXCEL format.
- After clicking the view button, the data table will be generated with the below information:
- Time & Date
- Provider
- Patient
- Service Location
- Service
- Tx Hrs
- Submission Hrs
- Hrs. Accepted - This field can be edited by the admin.
- Extra Amount
- Total Amount
- Mileage
- Mileage Approved - This field can be edited by the admin.
- Grand Total.
The fields in the table are the same for both Pay Period and Date Range.
Drop-Down Options
Use the checkbox with drop-down on the bottom left corner of the list while selecting rows:
- Copy from appointments
- Acceptance Pending
- Acceptance approved
- Revert timesheet
- Save changes