Click Reports from Navigation Bar and select CSV Reports.
Please submit a support ticket though our help section if you would like us to activate any of the reports below for your facility.
Our client’s most common reports used are already located within your facility’s CSV reports section by default.
Most Common reports used =
- Timesheet Duration Changed- In this report it will show sessions that have been submitted to payroll with different start/end times then what was rendered. This means that the provider changed the time/duration in the timesheet before submitting.
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Payroll Verification- This report shows all timesheet statuses that have either attempted to submit or have submitted a timesheet successfully. This report gives total number of hours per activity rendered.
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Payroll Verification By Payor- This report shows all timesheet statuses that have either attempted to submit or have submitted a timesheet successfully. This report gives total number of hours per activity rendered. In addition, this report includes the client's payor.
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Payroll Verification By SubActivity- This report shows all timesheet statuses that have either attempted to submit or have submitted a timesheet successfully. This report gives total number of hours per activity rendered. It also shows the sub activities in addition to the activity.
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Payroll Session by Staff- This report includes submitted payroll sessions that have been added by staff.
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Payroll Discrepancy- This report pulls sessions that have been rendered with different times then was originally scheduled.
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Payroll Total By Staff- This report pulls the total billed and approved hours in payroll for each employee.
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Session Without Esign- This report shows sessions rendered without signature captured.
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Payroll Unpaid Sessions- Shows all sessions in payroll that have not been set to paid status within the Payroll tab.
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Timesheet Submit Date- Shows date of timesheet submitted per staff member.
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Payroll Total and DriveTime By Staff- This report pulls the total billed and approved hours in payroll for each employee-Drivetime Separate
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Payroll ADP FLSA- This report pulls data based on ADP FLSA rules and setup within the system's Manager Module.
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Payroll Total For Contractors- This report pulls data based on the the payroll rate entered in the employee profile. It will show the total hours rendered and total amount for contractors.
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Payroll With Rates & Daily OT Based on CA Rules- This report should be used for Payroll with Daily over time (e.g. California) and it has rates, miles and overtime.
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Payroll Total By Employee- Shows the total hours scheduled, rendered and billed in payroll by employee.
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Payroll ADP CA Rules- This report pulls data based on ADP CA rules and setup within the system's Manager Module.
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Payroll Total Hrs- This report generates total payroll hours per staff member.
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Payroll With Rates- Should be used for Payroll with Daily overtime (e.g. California) and it has rates, miles and overtime. It also adds 2 hrs for No Show.
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Payroll FLSA With Rate and OT- Should be used for Payroll with 40 Hr overtime (e.g. Texas) and it has rates, miles and overtime
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Payroll ADP CA Rules With Leave- This report pulls data based on ADP CA rules and setup within the system's Manager Module. It also includes leave data.
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Payroll Paychex CA Rules- This report pulls data based on ADP CA rules and setup within the system's Manager Module.
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Timesheet Not Submitted - NonExempt- Gives the name of all the non-exempt employee(s) who have sessions in scheduler for the pay period but have not submitted their time sheet.
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Timesheet Not Submitted- This report generates a list of staff members that have not submitted their timesheets for the payroll selected. It includes the email and phone number on file.
- Leave Details by Pay Period- This report pulls all leaves submitted with all statuses. Dates are pulled per pay period.