The Shift Details will provide detailed information about the completed shift. Reviewing Shift Details daily will assist you in preparing for your billing and payroll cycle.
Shift details can by found on completed visits in the following locations:
Shift Monitor:
Select the edit icon
Profile Calendar
Use the hover message to populate the Quick Action Menu and select edit
Verification Page
Select the edit icon next to the line item
Visit Summary
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View changes/updates applied either automatically or by a user
Activities
- Activities will allow you to see all the visit note details, signatures, as well as the ability to view/edit Tasks.
Geofence Details
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Geofence Details will allow users to see the pin locations on a map of clock-in and clock-out in relation to the client address.
Visit Notes
- Visit Notes allows users to see any Overrides that have been applied to the visit. Users can see who applied a change and when, and what change was applied.
For additional shift details, select on the icon located at the top left side of the Shift Details
In this area you will find the Audit Log, which contains a detailed record of the shift.
How to Make a Date Adjustment:
From the Shift Details, date and time adjustments can be easily made by selecting on the edit icon
Manual Clock-In and Clock-Out added to Shift Details
The ability to add a Manual Clock-In or Clock-Out can also be found in Shift Details.
Premiums
Premiums can be applied to visits easily from the Premium Section
Payroll Overrides
Work Hours determine the time that will be used to calculate Hours Worked, Overtime, and PTO accruals. To override, select on Override
Pay Units determine how much a staff will be paid - Pay Units x Pay Rate. Pay Units are what you will see on the payroll exports.
When applying an Override to Work Hours or Pay Units, users can select to update only the field they selected or BOTH.
Billing Overrides
When selecting Override for Billing, if a user updates the Bill Hours or Bill Units field, the corresponding field is automatically updated.
For additional information, select here Visit Verification Process