Payroll Settings

Payroll Payout Settings allow you to manage payroll for all Staff Members who have Therapist, Administrator and Organization Administrator permissions. You begin by adding Employee Pay Codes to determine rates for groups of staff. By setting up a Mile Rate in the Mile Rate in the Organization Settings staff reimbursement will be automatically applied to mileage they enter for appointments. Pay Codes can also be associated to service types creating the ability to accurately report what is owed to staff members based on their rate, service rendered and duration of service.

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Add Employee Pay Codes

1. Click Organization tab in primary navigation bar.
2. In Settings, click the Payroll Settings tab.
3. Click Employee Pay Codes.
4. On the Employee Pay Codes page click New Employee Pay Code.
5. Enter a Pay Code Name and Code.
6. Click Save Changes. The Employee Pay Code page is displayed showing the new code.
   

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Add or Edit Staff Member Payout Rate

Default Payout Rate cannot be removed as it is used for calculations. After you have added a new Payout Rate you can edit it.

1. In Payroll Settings tab, click Add/Edit Rates for appropriate Staff Member.
   
    
2. In the Add/Edit Rates page click Add Rate.
3. Select the desired Pay Code.
4. Enter or select the Effective Date.

   NOTE:  Active Dates cannot be set as a future date, and you cannot have duplicate Active Dates. 

5. Enter the Rate.

    NOTE: For Salaried staff, enter $0.

6. Click Save. The Pay Code, Effective Date, End Date and Rate are displayed.
   

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Edit Employee Pay Codes

Pay Code Name and Code can be edited deactivated or re-activated.

1. Go to Payroll Settings tab in Organization Settings.
2. Click Employee Pay Codes.
3. Choose the Active or Inactive filter and Apply.
4. Go the Pay Code to be edited and click Edit. Make the necessary changes.
   

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Deactivate or Activate Employee Pay Codes

1. 1. Go to Payroll Settings tab in Organization Settings.
   2. Click Employee Pay Codes.
   3. Choose the Active filter to Deactivate Pay Codes or the Inactive filter to Activate Pay Codes and Apply.
   4. Scroll or search for the desired Pay Code and click Activate or Deactivate.

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